Compare · 3 funds side by side · dividends reinvested

SWAN, IBIC and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,086SGOV · best of the three

02 / 04

SWAN, IBIC and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBonds Oct 2026 Term TIPS ETFBonds & Cash · Treasuries0.10%4.03%+3.5%+3.9%+5.3%[…]−0.3%0.9%$74M1.6

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.6

Amplify BlackSwan Growth & Treasury Core ETFBonds & Cash · Treasuries0.49%3.46%+0.6%+0.7%+14.6%+1.3%−7.0%11.1%$154M2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SWAN 2018 · IBIC 2023 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Amplify BlackSwan Growth & Treasury Core ETF · $154M$10,693

SWAN

IBIC

iShares iBonds Oct 2026 Term TIPS ETF · $74M[…]

$10,000 five years ago, dividends reinvested

SWANMeasureIBIC

+0.6%Year to dateJan 1 → Nov 5+3.5%

+0.7%1 yearTotal return+3.9%

+14.6%3 years · per year$10,000 became $15,057 · $11,673+5.3%

+1.3%5 years · per year$10,000 became $10,693 · […][…]

0.49%Expense ratio$49 · $10 a year on $10k · lower is better0.10%

3.46%Trailing 12-mo yield$346 · $403 a year on $10k4.03%

−7.0%Worst dropSmaller is better−0.3%

11.1%VolatilityLower is calmer0.9%

SWANIBIC Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6IBIC wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SWAN vs IBIC: Top 5 Holdings

Today

SWAN

43.3%in top 5

IBIC

in top 5[…]

SWANStockIBIC

8.7%91282CDJnot top 5

8.7%91282CPJnot top 5

8.7%91282CQQnot top 5

8.7%91282CEPnot top 5

8.6%91282CHCnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

SWAN vs IBIC Returns, Every Period

AmplifySWAN

+0.7%

past year

IBICiShares

+3.9%

past year

SWANIBICFaded: behind in that period

1–2IBIC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SWAN vs IBIC

YTD

AmplifySWAN

+0.6%

IBICiShares

+3.5%

+0.6%Year to date+3.5%

−7.0%Worst drop · 1Y−0.3%

11.1%Volatility · 1Y0.9%

3.5%Yield4.0%

$154MAssets$74.4M

4–0IBIC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SWAN, IBIC, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

IBIC0.10%$10

SWAN0.49%$49

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SWAN, IBIC, SGOV

4.03%highest, IBIC

FundTrailing yieldYield$10k

IBIC4.03%$403

SGOV3.63%$363

SWAN3.46%$346

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$393most kept, IBIC

IBIC$403 − $10 = $393

SGOV$363 − $9 = $354

SWAN$346 − $49 = $297

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SWAN, IBIC, SGOV

Today

[…]holdings […]

SWANIBICSGOV

SWAN—[…][…]

IBIC[…]—[…]

SGOV[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.9%IBIC, at 0.9% volatility

SGOVWorst drop0.0%0.2% vol

IBICWorst drop−0.3%0.9% vol

SWANWorst drop−7.0%11.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IBICSGOV

+3.5%Year to date+3.1%

4.0%Yield3.6%

+3.9%Past year+3.7%

0.10%Fee0.09%

3–1IBIC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026