Compare · 3 funds side by side · dividends reinvested

SWAN, VGSH and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,090SGOV · best of the three

02 / 04

SWAN, VGSH 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%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.4

Vanguard Short-Term Treasury ETFBonds & Cash · Treasuries0.03%3.77%+1.6%+2.4%+4.2%+2.1%−0.9%1.3%$35.1B1.9

Amplify BlackSwan Growth & Treasury Core ETFBonds & Cash · Treasuries0.49%3.46%+0.7%+1.0%+14.1%+1.3%−7.0%11.1%$150M2.8

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 · VGSH 2009 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

SWAN

VGSH

Vanguard Short-Term Treasury ETF · $35.1B$11,116

$10,000 five years ago, dividends reinvested

SWANMeasureVGSH

+0.7%Year to dateJan 1 → Nov 6+1.6%

+1.0%1 yearTotal return+2.4%

+14.1%3 years · per year$10,000 became $14,848 · $11,327+4.2%

+1.3%5 years · per year$10,000 became $10,678 · $11,116+2.1%

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

3.46%Trailing 12-mo yield$346 · $377 a year on $10k3.77%

−7.0%Worst dropSmaller is better−0.9%

11.1%VolatilityLower is calmer1.3%

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

1–7VGSH wins

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 VGSH: Top 5 Holdings

Today

SWAN

44.7%in top 5

VGSH

in top 5[…]

SWANStockVGSH

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 VGSH Returns, Every Period

AmplifySWAN

+1.3%

5 years, per year

VGSHVanguard

+2.1%

5 years, per year

SWANVGSHFaded: behind in that period

1–3VGSH wins

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

SWAN vs VGSH

YTD

AmplifySWAN

+0.7%

VGSHVanguard

+1.6%

+0.7%Year to date+1.6%

−7.0%Worst drop · 1Y−0.9%

11.1%Volatility · 1Y1.3%

3.5%Yield3.8%

$150MAssets$35.1B

4–0VGSH wins

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

Cost, Income and Risk

Fees: SWAN, VGSH, SGOV

Today

0.03%lowest, VGSH

FundExpense ratioFee$10k

VGSH0.03%$3

SGOV0.09%$9

SWAN0.49%$49

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

Yields: SWAN, VGSH, SGOV

3.77%highest, VGSH

FundTrailing yieldYield$10k

VGSH3.77%$377

SGOV3.63%$363

SWAN3.46%$346

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

Income After Fees on $10,000

$374most kept, VGSH

VGSH$377 − $3 = $374

SGOV$363 − $9 = $354

SWAN$346 − $49 = $297

KeptFee

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

Overlap: SWAN, VGSH, SGOV

Today

[…]holdings […]

SWANVGSHSGOV

SWAN—[…][…]

VGSH[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

VGSHWorst drop−0.9%1.3% vol

SWANWorst drop−7.0%11.1% vol

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

Paid More vs Made More

YTD

VGSHSGOV

+1.6%Year to date+3.2%

3.8%Yield3.6%

+2.4%Past year+3.8%

0.03%Fee0.09%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

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

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