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SMAP vs SVAL

Amplify Small-Mid Cap Equity ETF vs iShares US Small Cap Value Factor ETF

SMAP

Amplify Small-Mid Cap Equity ETF

Annual cost

0.60%

Fund size

$1M

SVAL

iShares US Small Cap Value Factor ETF

Annual cost

0.20%

Fund size

$188M

Key differences

  • SVAL costs 0.40% less per year.
  • SVAL is significantly larger than SMAP — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

SMAPSVAL
Annual cost (TER)0.60%0.20%
Fund size (AUM)$1M$188M
Since20242020
Dividend yield0.42%2.30%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.9%+39.2%
CAGR 3YN/A+19.4%
CAGR 5YN/A+7.2%
Sharpe 3YN/A0.75
Volatility 1Y15.82%18.06%
Max drawdown-24.12%-27.44%

Similar to SMAP and SVAL