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ISWN
+0.92 · +4.36%
$22.03 · NYSE ARCA

Amplify BlackSwan ISWN ETF (ISWN) ETF Analysis | Equity Hedged

Amplify ETFs · USA
AUM:$36.3M
#– of – in Equity Hedged ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 24.4% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.49% — moderate cost. Consider how fees compound over long holding periods.

What is ISWN?

The fund invests at least 80% of its net assets in the securities that comprise the index, which will primarily include U. Treasury securities and long-dated call options (LEAP Options) on the iShares MSCI EAFE ETF (EFA).

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
ISWN delivered 24.4% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.49%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 0.1% of the ETF — exposure spread across many positions.
ETF Information
AUM$36.3M
Expense Ratio0.49%
Dividend Yield2.81%
Holdings1
Inception DateJan 2021
Domicile–
Distribution–
Index–
ProviderAmplify ETFs
Beta0.64
CategoryEquity Hedged
CurrencyUSD
Portfolio Impact

How would ISWN affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-2.8%
1Y
+8.9%
3Y
+31.2%
5Y
-2.0%
OpenBook InsightIf you had invested £10,000 in ISWN 5 years ago, it would have fallen to £9,799 — a loss of £201.

Annual Returns

Calendar year performance

ISWN delivered positive returns in 3 of the last 5 calendar years.
YearISWN
2026 YTD+5.0%
2025+23.2%
2024-2.6%
2023+7.3%
2022-24.6%
CAGR 4yr-0.8%
3/5 positive yearsAvg return: +1.6%Worst year: -24.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
11.2%
Low
Momentum
+2.7%
30-day change
Support Level
22.28
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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