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SMAP vs IWS

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

SMAP

Amplify Small-Mid Cap Equity ETF

Amplify ETFs

Annual cost

0.60%

Fund size

$1M

IWS

iShares Russell Mid-Cap Value ETF

iShares

Annual cost

0.23%

Fund size

$14.9B

Key differences

  • IWS costs 0.37% less per year.
  • IWS is significantly larger than SMAP — larger funds tend to be more liquid and less likely to close.
  • IWS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMAPIWS
Annual cost (TER)0.60%0.23%
Fund size (AUM)$1M$14.9B
Since20242001
Dividend yield0.42%1.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.9%+28.0%
CAGR 3YN/A+17.2%
CAGR 5YN/A+8.8%
Sharpe 3YN/A0.88
Volatility 1Y15.82%13.33%
Max drawdown-24.12%-43.83%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SMAP and IWS