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SMAP vs LRGF

Amplify Small-Mid Cap Equity ETF vs iShares U.S. Equity Factor ETF

SMAP

Amplify Small-Mid Cap Equity ETF

Annual cost

0.60%

Fund size

$1M

LRGF

iShares U.S. Equity Factor ETF

Annual cost

0.08%

Fund size

$3.3B

Key differences

  • LRGF costs 0.52% less per year.
  • LRGF is significantly larger than SMAP — larger funds tend to be more liquid and less likely to close.
  • SMAP follows a index tracking strategy; LRGF uses index enhanced.
  • LRGF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMAPLRGF
Annual cost (TER)0.60%0.08%
Fund size (AUM)$1M$3.3B
Since20242015
Dividend yield0.42%1.13%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+12.9%+27.0%
CAGR 3YN/A+23.3%
CAGR 5YN/A+14.1%
Sharpe 3YN/A1.23
Volatility 1Y15.82%12.16%
Max drawdown-24.12%-36.03%

Similar to SMAP and LRGF