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SWAN
+0.93 · +2.95%
$32.64 · NYSE ARCA

Amplify BlackSwan Growth & Treasury Core ETF (SWAN) ETF Analysis | Equity Hedged

Amplify ETFs · USA
AUM:$377.7M
#– 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 12.8% over the past year, showing positive momentum.

Cost Efficiency

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

What is SWAN?

The fund will invest 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 SPDR S&P 500 ETF Trust (SPY).

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
SWAN returned 12.8% 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 0.2% of the ETF — exposure spread across many positions.
ETF Information
AUM$377.7M
Expense Ratio0.49%
Dividend Yield2.85%
Holdings1
Inception DateNov 2018
Domicile–
Distribution–
Index–
ProviderAmplify ETFs
Beta0.92
CategoryEquity Hedged
CurrencyUSD
Portfolio Impact

How would SWAN affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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

Performance Metrics

Historical returns

6M
+1.9%
1Y
+7.6%
3Y
+41.4%
5Y
+9.7%
OpenBook InsightIf you had invested £10,000 in SWAN 5 years ago, it would have grown to £10,969 — a gain of £969.

Annual Returns

Calendar year performance

SWAN delivered positive returns in 4 of the last 5 calendar years.
YearSWAN
2026 YTD+3.6%
2025+14.1%
2024+14.4%
2023+11.4%
2022-27.0%
CAGR 4yr+1.5%
4/5 positive yearsAvg return: +3.3%Worst year: -27.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
10.6%
Low
Momentum
+1.3%
30-day change
Support Level
33.16
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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