Key stats
About Amplify Small-Mid Cap Equity ETF
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Inception date
Oct 23, 2024
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Amplify Investments LLC
Distributor
Foreside Fund Services LLC
ISIN
US0321084909
SMAP focuses on US small to mid-cap companies that the fund adviser determines to be high quality. It seeks capital appreciation through active management and a diversified strategy that spreads investments across various sectors to mitigate risk. By applying an economic return framework, the fund identifies attractively priced companies at all stages of the corporate lifecycle, assessing critical factors such as cash flow, capital investments, creditworthiness, and sales momentum. Additionally, SMAP incorporates Environmental, Social, and Governance (ESG) criteria into its investment process, evaluating factors like board diversity and sustainable practices that can significantly impact long-term value. The fund strives to maintain a balanced mix of growth and value stocks, with portfolio holdings adjusted regularly based on performance, valuations, and sector-related risks.
Related funds
Classification
What's in the fund
Exposure type
Finance
Health Technology
Electronic Technology
Technology Services
Producer Manufacturing
Stock breakdown by region
Top 10 holdings
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
SMAP assets under management is 1.24 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
SMAP invests in stocks. See more details in our Analysis section.
SMAP expense ratio is 0.60%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, SMAP isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
Yes, SMAP pays dividends to its holders with the dividend yield of 0.51%.
SMAP shares are issued by Amplify Holding Co. LLC
SMAP follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Oct 23, 2024.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.