Compare · 3 funds side by side · dividends reinvested

SWAN, IVV and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,265IVV · best of the three

Story of the three · IncomeMost incomeSWAN · 3.47% · $347 a year on $10k

Story of the three · RiskSmallest drop

SWAN, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$875B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.6%+21.4%+11.5%−8.9%13.7%$807B2.1

Amplify BlackSwan Growth & Treasury Core ETFBonds & Cash · Treasuries0.49%3.47%+0.3%−0.3%+12.6%+0.8%−7.0%11.3%$149M2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: SWAN 2018 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Amplify BlackSwan Growth & Treasury Core ETF · $149M$10,424

SWAN

IVV

iShares Core S&P 500 ETF · $875B$17,265

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SWANMeasure

More Ways to See the Pairs

SWAN vs IVV: Top 5 Holdings

Today

SWAN

43.7%in top 5

IVV

in top 526.8%

SWANStockIVV

8.8%91282CDJnot top 5

8.7%91282CEPnot top 5

8.7%91282CPJnot top 5

8.7%91282CQQnot top 5

8.7%91282CHC

Cost, Income and Risk

Fees: SWAN, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

SWAN0.49%$49

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SWAN, IVV, SPY

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

IVV

+0.3%Year to dateJan 1 → Nov 13+11.5%

−0.3%1 yearTotal return+11.6%

+12.6%3 years · per year$10,000 became $14,269 · $17,931+21.5%

+0.8%5 years · per year$10,000 became $10,424 · $17,265+11.5%

0.49%Expense ratio$49 · $3 a year on $10k · lower is better0.03%

3.47%Trailing 12-mo yield$347 · $111 a year on $10k1.11%

−7.0%Worst dropSmaller is better−8.9%

11.3%VolatilityLower is calmer13.8%

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

3–5IVV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

SWAN vs IVV Returns, Every Period

5Y

AmplifySWAN

+0.8%

5 years, per year

IVViShares

+11.5%

5 years, per year

SWANIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Bonds vs Core: SWAN vs IVV

YTD

AmplifySWAN

+0.3%

IVViShares

+11.5%

+0.3%Year to date+11.5%

−7.0%Worst drop · 1Y−8.9%

11.3%Volatility · 1Y13.8%

3.5%Yield1.1%

$149MAssets$875B

3–1SWAN wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

3.47%highest, SWAN

FundTrailing yieldYield$10k

SWAN3.47%$347

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$298most kept, SWAN

SWAN$347 − $49 = $298

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SWAN, IVV, SPY

Today

99.9%most shared, IVV and SPY

SWANIVVSPY

SWAN—0.0%0.0%

IVV0.0%—99.9%

SPY0.0%99.9%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+11.6%IVV, at 13.8% volatility

SWANWorst drop−7.0%11.3% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SWANIVV

+0.3%Year to date+11.5%

3.5%Yield1.1%

−0.3%Past year+11.6%

0.49%Fee0.03%

3–1IVV wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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SWAN, IVV and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three