SMAP - ETF AI Analysis

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Amplify Small-Mid Cap Equity ETF (SMAP)

Rating:72Outperform

Price Target:―

SMAP, the Amplify Small-Mid Cap Equity ETF, appears to be a solid, well-rounded fund driven by several financially strong companies with generally positive outlooks. Standout holdings like Markel, Eagle Materials, and Webster Financial support the fund’s quality through strong financial performance, strategic initiatives, and attractive valuations, while some positions such as Casey’s General Stores and West Pharmaceutical Services are held back by bearish or mixed technical trends and concerns about high valuations. The main risk factor is that several key holdings show signs of potential overvaluation or short-term technical weakness, which could increase volatility.

Positive Factors

Strong Recent Performance

The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.

Solid Top Holdings

Several of the largest positions, such as Monolithic Power, Curtiss-Wright, MKS, Eagle Materials, Watsco, and Casey’s General, have delivered strong year-to-date performance that supports the fund’s returns.

Diversified Sector Mix

Holdings spread across industrials, technology, financials, health care, and several other sectors help reduce the impact of weakness in any single industry.

Negative Factors

High Expense Ratio

The fund’s expense ratio is relatively high for an ETF, which means more of the returns are eaten up by fees over time.

Small Asset Base

The ETF manages a relatively small amount of assets, which can sometimes lead to lower trading liquidity and wider bid-ask spreads for investors.

Heavy U.S. Concentration

With almost all of its holdings in U.S. companies, the fund offers very limited geographic diversification and is highly tied to the U.S. market.

SMAP vs. SPDR S&P 500 ETF (SPY)

AUM652.50K

RegionNorth America

Expense Ratio0.60%

Beta0.91

IssuerAmplify

Inception DateOct 23, 2024

Dividend Yield0.46%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume563

30 Day Avg. Volume309

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

29.93

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering59

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

SMAP Summary

The Amplify Small-Mid Cap Equity ETF (SMAP) invests in smaller and mid-sized U.S. companies across many sectors, including industrials, technology, financials, and health care. It does not track a specific index, but instead focuses on the “extended market” beyond the biggest, well-known large-cap stocks. Top holdings include companies like Monolithic Power and Stifel Financial. An investor might choose SMAP to seek higher growth potential and add diversification beyond large companies. A key risk is that smaller and mid-sized stocks can be more volatile and can go up and down more sharply than the overall market.

How much will it cost me?The Amplify Small-Mid Cap Equity ETF (SMAP) has an expense ratio of 0.6%, meaning you’ll pay $6 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, which typically involves more research and trading compared to passively managed funds. Active management aims to outperform the market by selecting specific investments, which can justify the higher cost.

What would affect this ETF?The Amplify Small-Mid Cap Equity ETF (SMAP) could benefit from economic growth and innovation in sectors like technology and industrials, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates or economic slowdowns, which can disproportionately impact smaller companies. Additionally, its U.S.-focused exposure means it is sensitive to domestic economic and regulatory changes.

SMAP Top 10 Holdings

SMAP’s story is driven by a handful of standout U.S. small and mid-caps, with industrials, tech, and financials clearly in the driver’s seat. Curtiss-Wright and MKS Instruments are powering ahead, giving the fund a nice boost from industrial and semiconductor-related strength, while Monolithic Power adds steady tech momentum. On the flip side, West Pharmaceutical Services is losing steam and acting as a bit of a brake, and Markel has been mixed. With no single mega-cap dominating, the fund leans into diversified, domestically focused growth rather than one big thematic bet.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
MPWR	Monolithic Power	3.96%	$25.81K	$56.20B	71.60%	75 Outperform
MKSI	MKS	3.27%	$21.30K	$17.66B	134.38%	75 Outperform
SF	Stifel Financial	3.04%	$19.84K	$12.03B	9.04%	75 Outperform
WSO	Watsco	2.92%	$19.03K	$17.16B	-18.05%	71 Outperform
CASY	Casey's General	2.84%	$18.52K	$24.52B	54.31%	68 Neutral
WST	West Pharmaceutical Services	2.80%	$18.24K	$17.50B	22.60%	68 Neutral
EXP	Eagle Materials	2.75%	$17.92K	$7.22B	-3.72%	77 Outperform
CW	Curtiss-Wright	2.74%	$17.89K	$25.37B	105.87%	74 Outperform
WBS	Webster Financial	2.65%	$17.30K	$11.62B	23.52%	77 Outperform
MKL	Markel	2.56%	$16.68K	$26.29B	11.53%	82 Outperform

SMAP Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

25.58

Positive

100DMA

25.17

Positive

200DMA

24.73

Positive

Market Momentum

MACD

0.17

Positive

RSI

56.38

Neutral

STOCH

60.25

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SMAP, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 25.97, equal to the 50-day MA of 25.58, and equal to the 200-day MA of 24.73, indicating a bullish trend. The MACD of 0.17 indicates Positive momentum. The RSI at 56.38 is Neutral, neither overbought nor oversold. The STOCH value of 60.25 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SMAP.

SMAP Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
SMAP	―	―	$652.50K	0.60%	―
OASC	―	―	$72.72M	0.69%	―
SMOX	―	―	$55.80M	0.75%	―
ASCE	―	―	$45.65M	0.38%	―
HSMV	―	―	$30.38M	0.80%	―
MYLD	―	―	$28.19M	1.09%	―

Performance Comparison

SMAP

Amplify Small-Mid Cap Equity ETF

26.19

1.83

7.51%

OASC

OneAscent Small Cap Core ETF

―

SMOX

Horizon Small/Mid Cap Core Equity ETF

―

ASCE

Allspring SMID Core ETF

―

HSMV

First Trust Horizon Managed Volatility Small/Mid ETF

―

MYLD

Cambria Micro and SmallCap Shareholder Yield ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

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