Amplify Small-Mid Cap Equity ETF (SMAP)

Overview

The Amplify Small-Mid Cap Equity ETF seeks long-term capital appreciation by investing in a diversified portfolio of small- and mid-capitalization U.S. equities, focusing on companies with growth potential. The ETF employs a quantitative approach to select and weight holdings.

Reputation and Reliability

Amplify ETFs is known for offering innovative and thematic ETFs. Their reputation is growing, though they are not as established as larger ETF issuers.

Management Expertise

The management team has experience in quantitative investing and ETF management, though specific details about individual managers might require deeper research.

Goal

To provide long-term capital appreciation by investing in small- and mid-cap U.S. equities.

Investment Approach and Strategy

Strategy: The ETF uses a proprietary, quantitative model to select and weight stocks, focusing on factors like growth, value, and momentum.

Composition The ETF primarily holds common stocks of small- and mid-capitalization companies in the United States.

Market Share: Amplify Small-Mid Cap Equity ETF holds a modest market share compared to larger, more established small- and mid-cap ETFs.

Total Net Assets (AUM): 25000000

Key Competitors

• IWM
• IJH
• VBR
• VO
• SCHA

Competitive Landscape

The small-mid cap ETF market is highly competitive, dominated by large issuers like iShares, Vanguard, and Schwab. Amplify's ETF differentiates itself through its quantitative approach and thematic focus. However, it faces challenges in gaining market share due to the established presence and lower expense ratios of its larger competitors. The ETF needs to demonstrate superior performance or offer unique value propositions to attract investors.

Historical Performance: Historical performance data needs to be sourced from financial data providers. Provide an actual numerical array for proper charting.

Benchmark Comparison: The ETF's performance should be compared against relevant benchmarks such as the Russell 2500 or S&P MidCap 400 to assess its effectiveness.

Expense Ratio: 0.59

Average Trading Volume

The ETF's liquidity may be lower compared to more established ETFs, impacting its trading costs and ease of execution.

Bid-Ask Spread

The bid-ask spread can be wider than larger ETFs, reflecting the ETF's lower trading volume, and should be monitored for potential trading costs.

Market Environment Factors

Economic growth, interest rate changes, and sector-specific trends significantly impact Amplify Small-Mid Cap Equity ETF, influencing its investment returns.

Growth Trajectory

The ETF's growth trajectory depends on its ability to attract assets through consistent performance and effective marketing, potentially adapting its strategy to changing market conditions and investor preferences.

Competitive Edge

The Amplify Small-Mid Cap Equity ETF's competitive edge may stem from its proprietary quantitative model. This model aims to identify undervalued or high-growth potential small- and mid-cap stocks. While quantitative strategies can be effective, their success depends on the model's robustness and adaptability to changing market dynamics. The ability to consistently outperform benchmarks will determine its long-term success.

Volatility

Small- and mid-cap stocks can exhibit higher volatility compared to large-cap stocks, potentially leading to larger price swings in the ETF's value.

Market Risk

The ETF is susceptible to market risk, which can arise from economic downturns, geopolitical events, or changes in investor sentiment affecting the broader small- and mid-cap equity market.

Ideal Investor Profile

The ideal investor profile for ETF Amplify Small-Mid Cap Equity ETF is those who have a long-term investment horizon and a moderate to high risk tolerance and believe in the growth potential of small to mid capitalization companies.

Market Risk

Amplify Small-Mid Cap Equity ETF is more suitable for long-term investors seeking growth and willing to accept higher volatility than passive index followers.

Amplify Small-Mid Cap Equity ETF seeks long-term growth through investing in small- and mid-cap companies, utilizing a quantitative approach to stock selection. Its competitive landscape is dominated by larger ETF providers with lower expense ratios. The ETFu2019s success hinges on the effectiveness of its proprietary model and its ability to outperform its benchmarks. Investors should consider the ETFu2019s risk factors, including potential higher volatility of small- and mid-cap stocks, and its relatively lower liquidity compared to larger, more established funds.

Data Sources:

• Amplify ETFs website
• ETF.com
• Morningstar
• Bloomberg

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and after consultation with a qualified financial advisor. Market data is subject to change.