Compare · 3 funds side by side · dividends reinvested

SWAN, SCHD and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

SWAN, SCHD and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.6

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.9

Amplify BlackSwan Growth & Treasury Core ETFBonds & Cash · Treasuries0.49%3.36%+3.4%+2.9%+15.7%+2.0%−7.0%10.8%$154M2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: SWAN 2018 · SCHD 2011 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Amplify BlackSwan Growth & Treasury Core ETF · $154M$11,044

SWAN

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

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

SWANMeasureSCHD

+3.4%Year to dateJan 1 → Nov 4+35.3%

+2.9%1 yearTotal return+41.6%

+15.7%3 years · per year$10,000 became $15,483 · $17,908+21.4%

+2.0%5 years · per year$10,000 became $11,044 · $16,881+11.0%

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

3.36%Trailing 12-mo yield$336 · $291 a year on $10k2.91%

−7.0%Worst dropSmaller is better−6.9%

10.8%VolatilityLower is calmer11.5%

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

2–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SWAN vs SCHD: Top 5 Holdings

Today

SWAN

43.8%in top 5

SCHD

in top 521.6%

SWANStockSCHD

8.8%91282CDJnot top 5

8.8%91282CPJnot top 5

8.8%91282CEPnot top 5

8.7%91282CQQnot top 5

8.7%91282CHCnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SWAN vs SCHD Returns, Every Period

AmplifySWAN

+2.0%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

SWANSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SWAN vs SGOV

YTD

AmplifySWAN

+3.4%

SGOViShares

+3.1%

+3.4%Year to date+3.1%

−7.0%Worst drop · 1Y+0.0%

10.8%Volatility · 1Y0.2%

3.4%Yield3.6%

$154MAssets$117B

3–1SGOV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SWAN, SCHD, SGOV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SGOV0.09%$9

SWAN0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SWAN, SCHD, SGOV

3.63%highest, SGOV

FundTrailing yieldYield$10k

SGOV3.63%$363

SWAN3.36%$336

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

SWAN$336 − $49 = $287

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SWAN, SCHD, SGOV

Today

0.0%most shared, SWAN and SCHD

SWANSCHDSGOV

SWAN—0.0%[…]

SCHD0.0%—[…]

SGOV[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SGOVWorst drop0.0%0.2% vol

SWANWorst drop−7.0%10.8% vol

SCHDWorst drop−6.9%11.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SGOVSCHD

+3.1%Year to date+35.3%

3.6%Yield2.9%

+3.7%Past year+41.6%

0.09%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026