SWAN vs SPY

ASWAN

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,060SPY · SWAN $11,044

Lowest cost0.09%SPY · $9 on $10k

Most income3.36%SWAN · $336 on $10k

Smallest drop−7.0%SWAN · worst fall in 1Y

Held in common0.0%SWAN and SPY

SWAN

SPY

Amplify BlackSwan Growth & Treasury Core ETF · $154MState Street SPDR S&P 500 ETF · $805B

+15.7%3 years · per year$15,483 · $19,132+24.1%

+2.0%5 years · per year$11,044 · $18,060+12.6%

0.49%Expense ratio$49 · $9 on $10k · lower wins0.09%

3.36%12-mo yield$336 · $99 on $10k0.99%

−7.0%Worst dropSmaller wins−8.9%

10.8%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSWAN · SPY

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

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ASWAN	Amplify BlackSwan Growth & Treasury Core ETFRead Desk		0.49%	3.36%	+1.7%	+3.4%	+2.9%	+15.7%	+2.0%	−7.0%	$154M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ASWAN	Amplify BlackSwan Growth & Treasury Core ETFRead Desk		0.49%	3.36%	+1.7%	+3.4%	+2.9%	+15.7%	+2.0%	−7.0%	$154M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SWAN vs SPY

SWAN

Amplify BlackSwan Growth & Treasury Core

$11,044

SPY

SPDR S&P 500

$18,060

MeasureSWANSPY

Fee0.49%0.09%

Cost on $10k a year$49$9

Yield3.36%0.99%

5 years, per year+2.0%+12.6%

3 years, per year+15.7%+24.1%

Worst drop · 1Y−7.0%−8.9%

Volatility · 1Y10.8%12.9%

3–3measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

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

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

Overlap: SWAN, SPY

Today

0.0%most shared, SWAN and SPY

SWANSPY

SWAN—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$287most kept, SWAN

SWAN$336 − $49 = $287

SPY$99 − $9 = $90

KeptFee

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