Compare · 2 funds side by side · dividends reinvested

SWAN and IEF

SWANAmplify×IEFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,876SWAN · best of the two

02 / 04

SWAN and IEF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Amplify BlackSwan Growth & Treasury Core ETFBonds & Cash · Treasuries0.49%3.42%+1.7%+1.2%+15.2%+1.7%−7.0%10.6%$152M1.5

iShares 7-10 Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.08%−2.0%−1.8%+4.3%−1.4%−6.8%5.0%$44.0B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SWAN 2018 · IEF 2002

Head to Head

Swap sides Versus in desk

Head to Head

Amplify BlackSwan Growth & Treasury Core ETF · $152M$10,876

SWAN

IEF

iShares 7-10 Year Treasury Bond ETF · $44.0B$9,335

$10,000 five years ago, dividends reinvested

SWANMeasureIEF

+1.7%Year to dateJan 1 → Nov 3−2.0%

+1.2%1 yearTotal return−1.8%

+15.2%3 years · per year$10,000 became $15,305 · $11,352+4.3%

+1.7%5 years · per year$10,000 became $10,876 · $9,335−1.4%

0.49%Expense ratio$49 · $15 a year on $10k · lower is better0.15%

3.42%Trailing 12-mo yield$342 · $408 a year on $10k4.08%

−7.0%Worst dropSmaller is better−6.8%

10.6%VolatilityLower is calmer5.0%

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

4–4Level

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

More Ways to See the Pairs

SWAN vs IEF: Top 5 Holdings

Today

SWAN

43.9%in top 5

IEF

in top 5[…]

SWANStockIEF

8.8%91282CDJnot top 5

8.8%91282CPJnot top 5

8.8%91282CQQnot top 5

8.8%91282CEPnot top 5

8.7%91282CHCnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

SWAN vs IEF Returns, Every Period

AmplifySWAN

+1.7%

5 years, per year

IEFiShares

−1.4%

5 years, per year

SWANIEFFaded: behind in that period

4–0SWAN wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SWAN vs IEF

YTD

AmplifySWAN

+1.7%

IEFiShares

−2.0%

+1.7%Year to date−2.0%

−7.0%Worst drop · 1Y−6.8%

10.6%Volatility · 1Y5.0%

3.4%Yield4.1%

$152MAssets$44.0B

3–1IEF wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SWAN, IEF

Today

0.15%lowest, IEF

FundExpense ratioFee$10k

IEF0.15%$15

SWAN0.49%$49

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SWAN, IEF

4.08%highest, IEF

FundTrailing yieldYield$10k

IEF4.08%$408

SWAN3.42%$342

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$393most kept, IEF

IEF$408 − $15 = $393

SWAN$342 − $49 = $293

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SWAN, IEF

Today

[…]holdings […]

SWANIEF

SWAN—[…]

IEF[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.2%SWAN, at 10.6% volatility

IEFWorst drop−6.8%5.0% vol

SWANWorst drop−7.0%10.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IEFSWAN

−2.0%Year to date+1.7%

4.1%Yield3.4%

−1.8%Past year+1.2%

0.15%Fee0.49%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026