BROUGHT TO YOU BY:

ETF Portfolio Builder

New

ETF Portfolio Builder

New

SMIZvsETHOETF Comparison

ETF 1

SMIZ

Zacks Small/Mid Cap ETF

This fund is part of

US Multi-Factor

-0.38%

Full SMIZ fund page

VS

ETF 2

ETHO

Amplify Etho Climate Leadership U.S. ETF

This fund is part of

US Multi-Factor

-0.38%

Full ETHO fund page

Zacks Small/Mid Cap ETF (SMIZ) and Amplify Etho Climate Leadership U.S. ETF (ETHO) belong to the same industry segment: US Multi-Factor. SMIZ's top 3 sector exposures are Financials, Information Technology and Industrials. In contrast, ETHO's top sector exposures are Information Technology, Consumer Discretionary and Health Care. SMIZ is more expensive with a Total Expense Ratio (TER) of 0.87%, versus 0.45% for ETHO. SMIZ is up 11.7% year-to-date (YTD) with +$51M in YTD flows. ETHO performs worse with 11.04% YTD performance, and -$35K in YTD flows. Run a side-by-side ETF comparison of SMIZ and ETHO below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

Find out how industry players manage ETF portfolios. Discover our library of Model portfolios

SMIZ vs ETHO performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/27/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	SMIZ ETHO	+13.91%+13.39%	+5.19%+5.46%	+11.70%+11.04%	+36.40%+36.87%	n/a+46.39%	n/a+27.82%
Flows	SMIZ ETHO	+$24M-$22K	+$41M-$35K	+$51M-$35K	+$82M-$22M	--$59M	--$21M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	SMIZ ETHO	+21.12%+21.21%	+16.84%+18.17%	n/a+18.61%	n/a+20.21%
Max drawdown	SMIZ ETHO	-10.50%-9.36%	-10.50%-9.36%	n/a-25.41%	n/a-30.26%
Max drawdown duration	SMIZ ETHO	60d47d	60d47d	n/a287d	n/a1102d

Trading data

Create an account to view trading data

Join for free

	SMIZ	ETHO
Last sale 4/28/2026 at 1:30 PM	$40.86	$72.48
Previous close 04/28/2026	$41.38	$73.19
Consolidated volume 04/28/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of March 31, 2026

1-year trailing difference

Create an account to view replication metrics

Join for free

SMIZ

is actively managed and doesn’t replicate an index

Create an account to view replication quality

Join for free

	SMIZ	ETHO
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 4/28/2026 at 1:30 PM

Live

Closed

	SMIZ	ETHO
Last price	$40.86	$72.48
1D performance	-1.24%	-0.98%
AuM	$240.86 M	$170.29 M
E/R	0.87%	0.45%

Characteristics

	SMIZ	ETHO
Management strategy	Active	Passive
Provider	Zacks ETFs	Amplify ETFs
Benchmark	-	Etho Climate Leadership Index ‐ US
N° of holdings	183	296
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	October 3, 2023	November 19, 2015
ESG	No	Yes

More SMIZ data on Trackinsight

More ETHO data on Trackinsight

Exposure

Countries

SMIZ

USA

85.39%

Other

14.61%

ETHO

USA

97.88%

Other

2.12%

Sectors

SMIZ

Financials

20.56%

Information Techn.

20.22%

Industrials

19.39%

Health Care

8.74%

Other

31.09%

ETHO

Information Techn.

31.81%

Consumer Discreti.

13.64%

Health Care

13.62%

Industrials

13.23%

Financials

11.84%

Other

15.86%

Diversification

SMIZ

Total weight of top 15 holdings out of 15

16.7%

ETHO

Total weight of top 15 holdings out of 15

15.81%

Top 15 holdings

Data as of March 31, 2026

SMIZ

EMCOR GROUP

1.70%

COMFORT SYSTEMS USA

1.34%

MICHAEL STORES

1.21%

FABRINET

1.17%

KULICKE AND SOFFA INDUSTRIES

1.15%

NORTHERN TRUST

1.14%

MCKESSON

1.13%

HOWMET AEROSPACE INC

1.12%

ALLIED MOTION TECHNOLOGIES

1.10%

ARISTA NETWORKS

1.08%

ADVANCED ENERGY INDUSTRIES

0.97%

KRYSTAL BIOTECH INC

0.92%

CORNING

0.92%

AFFILIATED MANAGERS GROUP

0.90%

PHIBRO ANIMAL /D

0.87%

ETHO

LUMENTUM HOLDINGS

3.01%

BLOOM ENERGY CORP

1.74%

CIENA

1.73%

ARROWHEAD PHARMACEUTICALS INC

1.29%

TERADYNE

0.96%

FORMFACTOR

0.92%

FIVE BELOW

0.84%

MKS INSTRUMENTS

0.76%

MODINE MNFC CO

0.75%

MYR GROUP

0.67%

AMKOR TECHNOLOGY

0.66%

APPLIED MATERIAL

0.64%

IRONWOOD PHARMA

0.63%

WAYFAIR INC

0.62%

PROTAGONIST THERAPEUTICS INC

0.59%

Frequently asked questions about SMIZ and ETHO

How have the SMIZ and ETHO ETFs performed in 2026?

As of April 27, 2026, SMIZ is up 11.7% year-to-date (YTD), while ETHO has returned 11.04%. That puts SMIZ better performer ahead so far this year.

Which ETF is attracting more investor money: SMIZ or ETHO?

Year-to-date, the SMIZ ETF saw +$51M in flows, compared to -$35K for ETHO.

Which ETF is more volatile: SMIZ or ETHO?

Over the past year, SMIZ had a volatility of 16.84%, while ETHO experienced 18.17%.

Which ETF is bigger: SMIZ or ETHO?

As of April 27, 2026, SMIZ holds $240.86 M in assets under management (AUM), while ETHO manages $170.29 M.

What sectors do the SMIZ and ETHO ETFs invest in?

SMIZ leans toward sectors like Financials, Information Technology and Industrials. Meanwhile, ETHO focuses on Information Technology, Consumer Discretionary and Health Care.

What are the top holdings of the SMIZ ETF and ETHO ETF?

SMIZ top holdings include EMCOR GROUP, COMFORT SYSTEMS USA and MICHAEL STORES. ETHO holds in its top three: LUMENTUM HOLDINGS, BLOOM ENERGY CORP and CIENA.

Which ETF is more diversified: SMIZ or ETHO?

SMIZ holds 186 securities with 16.7% of its assets in the top 15. ETHO has 298 securities and a top 15 weight of 15.81%.

Going Beyond Climate Neutral to Climate+Positive with Ian Monroe

November 29, 2023

ETHO

SMIZvsETHOETF Comparison

Zacks Small/Mid Cap ETF

Amplify Etho Climate Leadership U.S. ETF

SMIZ vs ETHO performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the SMIZ and ETHO ETFs performed in 2026?

As of April 27, 2026, SMIZ is up 11.7% year-to-date (YTD), while ETHO has returned 11.04%. That puts SMIZ better performer ahead so far this year.

Which ETF is attracting more investor money: SMIZ or ETHO?

Year-to-date, the SMIZ ETF saw +$51M in flows, compared to -$35K for ETHO.

Which ETF is more volatile: SMIZ or ETHO?

Over the past year, SMIZ had a volatility of 16.84%, while ETHO experienced 18.17%.

Which ETF is bigger: SMIZ or ETHO?

As of April 27, 2026, SMIZ holds $240.86 M in assets under management (AUM), while ETHO manages $170.29 M.

What sectors do the SMIZ and ETHO ETFs invest in?

SMIZ leans toward sectors like Financials, Information Technology and Industrials. Meanwhile, ETHO focuses on Information Technology, Consumer Discretionary and Health Care.

What are the top holdings of the SMIZ ETF and ETHO ETF?

SMIZ top holdings include EMCOR GROUP, COMFORT SYSTEMS USA and MICHAEL STORES. ETHO holds in its top three: LUMENTUM HOLDINGS, BLOOM ENERGY CORP and CIENA.

Which ETF is more diversified: SMIZ or ETHO?

SMIZ holds 186 securities with 16.7% of its assets in the top 15. ETHO has 298 securities and a top 15 weight of 15.81%.

Going Beyond Climate Neutral to Climate+Positive with Ian Monroe

Calamos Investments Powers the Next Phase of the Autocallable Revolution