SWAN vs IEF

ASWAN

BIEF

Measures won2–4IEF wins · of 6 · 5Y

$10,000 · 5Y$12,090SGOV · SWAN $10,678

Lowest cost0.09%SGOV · $9 on $10k

Most income4.05%IEF · $405 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]SWAN and IEF

SWAN

IEF

Amplify BlackSwan Growth & Treasury Core ETF · $150MiShares 7-10 Year Treasury Bond ETF · $44.6B

+14.1%3 years · per year$14,848 · $11,372+4.4%

+1.3%5 years · per year$10,678 · $9,375−1.3%

0.49%Expense ratio$49 · $15 on $10k · lower wins0.15%

3.46%12-mo yield$346 · $405 on $10k4.05%

−7.0%Worst dropSmaller wins−6.8%

11.1%VolatilityLower wins5.0%

2–4IEF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSWAN · IEF

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	ASWAN	Amplify BlackSwan Growth & Treasury Core ETFRead Desk	0.49%	3.46%	+0.1%	+0.7%	+1.0%	+14.1%	+1.3%	−7.0%	$150M
3	BIEF	iShares 7-10 Year Treasury Bond ETFRead Desk	0.15%	4.05%	−0.1%	−1.2%	−0.6%	+4.4%	−1.3%	−6.8%	$44.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	ASWAN	Amplify BlackSwan Growth & Treasury Core ETFRead Desk	0.49%	3.46%	+0.1%	+0.7%	+1.0%	+14.1%	+1.3%	−7.0%	$150M
3	BIEF	iShares 7-10 Year Treasury Bond ETFRead Desk	0.15%	4.05%	−0.1%	−1.2%	−0.6%	+4.4%	−1.3%	−6.8%	$44.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SWAN vs IEF

SWAN

Amplify BlackSwan Growth & Treasury Core

$10,678

IEF

iShares 7-10 Year Treasury Bond

$9,375

MeasureSWANIEF

Fee0.49%0.15%

Cost on $10k a year$49$15

Yield3.46%4.05%

5 years, per year+1.3%−1.3%

3 years, per year+14.1%+4.4%

Worst drop · 1Y−7.0%−6.8%

Volatility · 1Y11.1%5.0%

4–2measures won
IEF first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.3B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SWAN, IEF, SGOV

Today

[…]holdings […]

SWANIEFSGOV

SWAN—[…][…]

IEF[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$390most kept, IEF

IEF$405 − $15 = $390

SGOV$363 − $9 = $354

SWAN$346 − $49 = $297

KeptFee

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