Compare · 3 funds side by side · dividends reinvested

SWAN, IUSB and BND

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,678SWAN · best of the three

02 / 04

SWAN, IUSB and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B1.6

Amplify BlackSwan Growth & Treasury Core ETFBonds & Cash · Treasuries0.49%3.46%+0.7%+1.0%+14.1%+1.3%−7.0%11.1%$150M2.0

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B2.4

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 · IUSB 2014 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

SWAN

IUSB

iShares Core Universal USD Bond ETF · $50.4B$10,138

$10,000 five years ago, dividends reinvested

SWANMeasureIUSB

+0.7%Year to dateJan 1 → Nov 6+0.1%

+1.0%1 yearTotal return+0.8%

+14.1%3 years · per year$10,000 became $14,848 · $11,774+5.6%

+1.3%5 years · per year$10,000 became $10,678 · $10,138+0.3%

0.49%Expense ratio$49 · $6 a year on $10k · lower is better0.06%

3.46%Trailing 12-mo yield$346 · $434 a year on $10k4.34%

−7.0%Worst dropSmaller is better−4.3%

11.1%VolatilityLower is calmer3.9%

SWANIUSB 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 IUSB: Top 5 Holdings

Today

SWAN

44.7%in top 5

IUSB

in top 5[…]

SWANStockIUSB

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 IUSB Returns, Every Period

AmplifySWAN

+1.3%

5 years, per year

IUSBiShares

+0.3%

5 years, per year

SWANIUSBFaded: behind in that period

4–0SWAN wins

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

SWAN vs IUSB

YTD

AmplifySWAN

+0.7%

IUSBiShares

+0.1%

+0.7%Year to date+0.1%

−7.0%Worst drop · 1Y−4.3%

11.1%Volatility · 1Y3.9%

3.5%Yield4.3%

$150MAssets$50.4B

3–1IUSB wins

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

Cost, Income and Risk

Fees: SWAN, IUSB, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

IUSB0.06%$6

SWAN0.49%$49

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

Yields: SWAN, IUSB, BND

4.34%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.34%$434

BND4.12%$412

SWAN3.46%$346

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

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

BND$412 − $3 = $409

SWAN$346 − $49 = $297

KeptFee

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

Overlap: SWAN, IUSB, BND

Today

[…]holdings […]

SWANIUSBBND

SWAN—[…][…]

IUSB[…]—[…]

BND[…][…]—

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

Return vs Bumpiness: 3 ETFs

+1.0%SWAN, at 11.1% volatility

IUSBWorst drop−4.3%3.9% vol

BNDWorst drop−4.5%4.0% 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

IUSBSWAN

+0.1%Year to date+0.7%

4.3%Yield3.5%

+0.8%Past year+1.0%

0.06%Fee0.49%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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