Compare · 2 funds side by side · dividends reinvested

SWAN and IVV

SWANAmplify×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

SWAN and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.4

Amplify BlackSwan Growth & Treasury Core ETFBonds & Cash · Treasuries0.49%3.46%+0.7%+1.0%+14.1%+1.3%−7.0%11.1%$150M1.6

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 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

SWAN

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

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

IVVMeasureSWAN

+8.7%Year to dateJan 1 → Nov 6+0.7%

+9.8%1 yearTotal return+1.0%

+21.8%3 years · per year$10,000 became $18,084 · $14,848+14.1%

+11.4%5 years · per year$10,000 became $17,177 · $10,678+1.3%

0.03%Expense ratio$3 · $49 a year on $10k · lower is better0.49%

1.14%Trailing 12-mo yield$114 · $346 a year on $10k3.46%

−8.9%Worst dropSmaller is better−7.0%

13.6%VolatilityLower is calmer11.1%

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

5–3IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs SWAN: Top 5 Holdings

Today

IVV

27.8%in top 5

SWAN

in top 544.7%

IVVStockSWAN

not top 591282CDJ9.0%

not top 591282CPJ8.9%

not top 591282CQQ8.9%

not top 591282CEP8.9%

not top 591282CHC8.9%

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common0.0%

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

IVV vs SWAN Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SWANAmplify

+1.3%

5 years, per year

IVVSWANFaded: behind in that period

4–0IVV wins

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

Core vs Bonds: IVV vs SWAN

YTD

iSharesIVV

+8.7%

SWANAmplify

+0.7%

+8.7%Year to date+0.7%

−8.9%Worst drop · 1Y−7.0%

13.6%Volatility · 1Y11.1%

1.1%Yield3.5%

$853BAssets$150M

3–1SWAN wins

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

Cost, Income and Risk

Fees: SWAN, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SWAN0.49%$49

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

Yields: SWAN, IVV

3.46%highest, SWAN

FundTrailing yieldYield$10k

SWAN3.46%$346

IVV1.14%$114

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

Income After Fees on $10,000

$297most kept, SWAN

SWAN$346 − $49 = $297

IVV$114 − $3 = $111

KeptFee

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

Overlap: SWAN, IVV

Today

0.0%most shared, SWAN and IVV

SWANIVV

SWAN—0.0%

IVV0.0%—

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

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

SWANWorst drop−7.0%11.1% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

SWANIVV

+0.7%Year to date+8.7%

3.5%Yield1.1%

+1.0%Past year+9.8%

0.49%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

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