Compare · 3 funds side by side · dividends reinvested

SWAN, SCHD and BND

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

SWAN, SCHD and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.8

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B2.0

Amplify BlackSwan Growth & Treasury Core ETFBonds & Cash · Treasuries0.49%3.46%+0.7%+1.0%+14.1%+1.3%−7.0%11.1%$150M2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: SWAN 2018 · SCHD 2011 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

SWAN

BND

Vanguard Total Bond Market ETF · $161B$9,974

$10,000 five years ago, dividends reinvested

SWANMeasureBND

+0.7%Year to dateJan 1 → Nov 6−0.0%

+1.0%1 yearTotal return+0.6%

+14.1%3 years · per year$10,000 became $14,848 · $11,637+5.2%

+1.3%5 years · per year$10,000 became $10,678 · $9,974−0.1%

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

3.46%Trailing 12-mo yield$346 · $412 a year on $10k4.12%

−7.0%Worst dropSmaller is better−4.5%

11.1%VolatilityLower is calmer4.0%

SWANBND 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 BND: Top 5 Holdings

Today

SWAN

44.7%in top 5

BND

in top 5[…]

SWANStockBND

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 BND Returns, Every Period

AmplifySWAN

+1.3%

5 years, per year

BNDVanguard

−0.1%

5 years, per year

SWANBNDFaded: behind in that period

4–0SWAN wins

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

SWAN vs BND

YTD

AmplifySWAN

+0.7%

BNDVanguard

−0.0%

+0.7%Year to date−0.0%

−7.0%Worst drop · 1Y−4.5%

11.1%Volatility · 1Y4.0%

3.5%Yield4.1%

$150MAssets$161B

3–1BND wins

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

Cost, Income and Risk

Fees: SWAN, SCHD, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SCHD0.06%$6

SWAN0.49%$49

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

Yields: SWAN, SCHD, BND

4.12%highest, BND

FundTrailing yieldYield$10k

BND4.12%$412

SWAN3.46%$346

SCHD3.00%$300

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

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

SWAN$346 − $49 = $297

SCHD$300 − $6 = $294

KeptFee

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

Overlap: SWAN, SCHD, BND

Today

0.0%most shared, SWAN and SCHD

SWANSCHDBND

SWAN—0.0%[…]

SCHD0.0%—[…]

BND[…][…]—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

BNDWorst drop−4.5%4.0% vol

SWANWorst drop−7.0%11.1% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

BNDSCHD

−0.0%Year to date+31.4%

4.1%Yield3.0%

+0.6%Past year+37.0%

0.03%Fee0.06%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026