Compare · 3 funds side by side · dividends reinvested

SWAN, TLT and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,086SGOV · best of the three

02 / 04

SWAN, TLT and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$117B1.3

Amplify BlackSwan Growth & Treasury Core ETFBonds & Cash · Treasuries0.49%3.46%+0.6%+0.7%+14.6%+1.3%−7.0%11.1%$154M2.3

iShares 20+ Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.77%−2.3%−4.6%+3.8%−7.7%−12.5%9.6%$48.8B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: SWAN 2018 · TLT 2002 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Amplify BlackSwan Growth & Treasury Core ETF · $154M$10,693

SWAN

TLT

iShares 20+ Year Treasury Bond ETF · $48.8B$6,684

$10,000 five years ago, dividends reinvested

SWANMeasureTLT

+0.6%Year to dateJan 1 → Nov 5−2.3%

+0.7%1 yearTotal return−4.6%

+14.6%3 years · per year$10,000 became $15,057 · $11,187+3.8%

+1.3%5 years · per year$10,000 became $10,693 · $6,684−7.7%

0.49%Expense ratio$49 · $15 a year on $10k · lower is better0.15%

3.46%Trailing 12-mo yield$346 · $477 a year on $10k4.77%

−7.0%Worst dropSmaller is better−12.5%

11.1%VolatilityLower is calmer9.6%

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

5–3SWAN wins

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

More Ways to See the Pairs

SWAN vs TLT: Top 5 Holdings

Today

SWAN

43.3%in top 5

TLT

in top 5[…]

SWANStockTLT

8.7%91282CDJnot top 5

8.7%91282CPJnot top 5

8.7%91282CQQnot top 5

8.7%91282CEPnot top 5

8.6%91282CHCnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

SWAN vs TLT Returns, Every Period

AmplifySWAN

+1.3%

5 years, per year

TLTiShares

−7.7%

5 years, per year

SWANTLTFaded: behind in that period

4–0SWAN wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SWAN vs TLT

YTD

AmplifySWAN

+0.6%

TLTiShares

−2.3%

+0.6%Year to date−2.3%

−7.0%Worst drop · 1Y−12.5%

11.1%Volatility · 1Y9.6%

3.5%Yield4.8%

$154MAssets$48.8B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SWAN, TLT, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

TLT0.15%$15

SWAN0.49%$49

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SWAN, TLT, SGOV

4.77%highest, TLT

FundTrailing yieldYield$10k

TLT4.77%$477

SGOV3.63%$363

SWAN3.46%$346

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$462most kept, TLT

TLT$477 − $15 = $462

SGOV$363 − $9 = $354

SWAN$346 − $49 = $297

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SWAN, TLT, SGOV

Today

[…]holdings […]

SWANTLTSGOV

SWAN—[…][…]

TLT[…]—[…]

SGOV[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

TLTWorst drop−12.5%9.6% vol

SWANWorst drop−7.0%11.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

TLTSGOV

−2.3%Year to date+3.1%

4.8%Yield3.6%

−4.6%Past year+3.7%

0.15%Fee0.09%

3–1SGOV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026