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SMAP vs IWN

Amplify Small-Mid Cap Equity ETF vs iShares Russell 2000 Value ETF

SMAP

Amplify Small-Mid Cap Equity ETF

Annual cost

0.60%

Fund size

$1M

IWN

iShares Russell 2000 Value ETF

Annual cost

0.24%

Fund size

$13.4B

Key differences

  • IWN costs 0.36% less per year.
  • IWN is significantly larger than SMAP — larger funds tend to be more liquid and less likely to close.
  • IWN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMAPIWN
Annual cost (TER)0.60%0.24%
Fund size (AUM)$1M$13.4B
Since20242000
Dividend yield0.42%1.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.9%+46.8%
CAGR 3YN/A+19.5%
CAGR 5YN/A+7.8%
Sharpe 3YN/A0.80
Volatility 1Y15.82%17.92%
Max drawdown-24.12%-46.08%

Similar to SMAP and IWN