Compare · 2 funds side by side · dividends reinvested

SWAN and IUSB

SWANAmplify×IUSBiShares×

Versus in desk

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

02 / 04

SWAN and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Amplify BlackSwan Growth & Treasury Core ETFBonds & Cash · Treasuries0.49%3.46%+0.7%+1.0%+14.1%+1.3%−7.0%11.1%$150M1.5

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: SWAN 2018 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

IUSB

SWAN

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

$10,000 five years ago, dividends reinvested

IUSBMeasureSWAN

+0.1%Year to dateJan 1 → Nov 6+0.7%

+0.8%1 yearTotal return+1.0%

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

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

0.06%Expense ratio$6 · $49 a year on $10k · lower is better0.49%

4.34%Trailing 12-mo yield$434 · $346 a year on $10k3.46%

−4.3%Worst dropSmaller is better−7.0%

3.9%VolatilityLower is calmer11.1%

IUSBSWAN 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

IUSB vs SWAN: Top 5 Holdings

Today

IUSB

[…]in top 5

SWAN

in top 544.7%

IUSBStockSWAN

not top 591282CDJ9.0%

not top 591282CPJ8.9%

not top 591282CQQ8.9%

not top 591282CEP8.9%

not top 591282CHC8.9%

Held in common[…]

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

IUSB vs SWAN Returns, Every Period

iSharesIUSB

+0.3%

5 years, per year

SWANAmplify

+1.3%

5 years, per year

IUSBSWANFaded: behind in that period

0–4SWAN wins

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

IUSB vs SWAN

YTD

iSharesIUSB

+0.1%

SWANAmplify

+0.7%

+0.1%Year to date+0.7%

−4.3%Worst drop · 1Y−7.0%

3.9%Volatility · 1Y11.1%

4.3%Yield3.5%

$50.4BAssets$150M

3–1IUSB wins

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

Cost, Income and Risk

Fees: SWAN, IUSB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

SWAN0.49%$49

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

Yields: SWAN, IUSB

4.34%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.34%$434

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

SWAN$346 − $49 = $297

KeptFee

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

Overlap: SWAN, IUSB

Today

[…]holdings […]

SWANIUSB

SWAN—[…]

IUSB[…]—

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

Return vs Bumpiness: 2 ETFs

+1.0%SWAN, at 11.1% volatility

IUSBWorst drop−4.3%3.9% 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 Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026