Compare · 3 funds side by side · dividends reinvested

SWAN, IEF and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,090SGOV · best of the three

02 / 04

SWAN, IEF and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.3

Amplify BlackSwan Growth & Treasury Core ETFBonds & Cash · Treasuries0.49%3.46%+0.7%+1.0%+14.1%+1.3%−7.0%11.1%$150M2.4

iShares 7-10 Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.05%−1.2%−0.6%+4.4%−1.3%−6.8%5.0%$44.6B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: SWAN 2018 · IEF 2002 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Amplify BlackSwan Growth & Treasury Core ETF · $150M$10,678

SWAN

IEF

iShares 7-10 Year Treasury Bond ETF · $44.6B$9,375

$10,000 five years ago, dividends reinvested

SWANMeasureIEF

+0.7%Year to dateJan 1 → Nov 6−1.2%

+1.0%1 yearTotal return−0.6%

+14.1%3 years · per year$10,000 became $14,848 · $11,372+4.4%

+1.3%5 years · per year$10,000 became $10,678 · $9,375−1.3%

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

3.46%Trailing 12-mo yield$346 · $405 a year on $10k4.05%

−7.0%Worst dropSmaller is better−6.8%

11.1%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 6, 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

44.7%in top 5

IEF

in top 5[…]

SWANStockIEF

9.0%91282CDJnot top 5

8.9%91282CPJnot top 5

8.9%91282CQQnot top 5

8.9%91282CEPnot top 5

8.9%91282CHCnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

SWAN vs IEF Returns, Every Period

AmplifySWAN

+1.3%

5 years, per year

IEFiShares

−1.3%

5 years, per year

SWANIEFFaded: behind in that period

4–0SWAN wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SWAN vs IEF

YTD

AmplifySWAN

+0.7%

IEFiShares

−1.2%

+0.7%Year to date−1.2%

−7.0%Worst drop · 1Y−6.8%

11.1%Volatility · 1Y5.0%

3.5%Yield4.1%

$150MAssets$44.6B

3–1IEF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SWAN, IEF, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

IEF0.15%$15

SWAN0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SWAN, IEF, SGOV

4.05%highest, IEF

FundTrailing yieldYield$10k

IEF4.05%$405

SGOV3.63%$363

SWAN3.46%$346

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$390most kept, IEF

IEF$405 − $15 = $390

SGOV$363 − $9 = $354

SWAN$346 − $49 = $297

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SWAN, IEF, SGOV

Today

[…]holdings […]

SWANIEFSGOV

SWAN—[…][…]

IEF[…]—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

IEFWorst drop−6.8%5.0% vol

SWANWorst drop−7.0%11.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IEFSGOV

−1.2%Year to date+3.2%

4.1%Yield3.6%

−0.6%Past year+3.8%

0.15%Fee0.09%

3–1SGOV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.3B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026