SWAN

Amplify$32.70-0.04 (-0.11%)
AUM $378.2MER 0.49%NAV $32.86Holdings 12

Price Chart

Key Statistics

Previous Close

$32.74

Day Range

$32.58$32.70

52-Week Range

$28.74$33.25

Avg Volume

149.2K

Dividend Yield

2.86%

Expense Ratio

0.49%

AUM

$378.2M

Shares Outstanding

8.2M

ETF Grades

?

Sector Breakdown

SectorWeight %
Technology33.16%
Financial Services12.45%
Communication Services10.32%
Consumer Cyclical9.97%
Healthcare9.56%
Industrials8.43%
Consumer Defensive5.41%
Energy4.18%
Utilities2.62%
Real Estate1.98%
Basic Materials1.93%

Country Allocation

CountryWeight %
Other99.78%
United States0.22%

Fund Information

Issuer
Amplify
Category
Technology
Inception Date
Nov 5, 2018
Exchange
NYSE_ARCA
Description
The BlackSwan ETF seeks investment results that correspond to the S-Network BlackSwan Core Index (the Index). The Index’s investment strategy seeks uncapped exposure to the S&P 500, while buffering against the possibility of significant losses. Approximately 90% of the ETF will be invested in U.S. Treasury securities, while approximately 10% will be invested in SPY Options in the form of in-the-money calls.

Similar ETFs

SymbolNameAUM
VTIVanguard Total Stock Market ETF$2.00T
VOOVanguard S&P 500 ETF$1.40T
IVViShares Core S&P 500 ETF$789.70B
SPYState Street SPDR S&P 500 ETF Trust$723.48B
QQQInvesco QQQ Trust, Series 1$426.66B

The Amplify BlackSwan Growth & Treasury Core ETF (SWAN) is an exchange-traded fund issued by Amplify that launched on Nov 5, 2018. It currently manages $378.2M in assets under management. The fund charges an expense ratio of 0.49%. The fund holds 12 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 84.6% of the fund

RankSymbolNameWeight %SharesMarket Value
12SPY 260618C00560010SPY 06/18/2026 560.01 C8.85%2,141$33.5M
291282CDJ7United States Treasury Note/Bond 1.375% 11/15/20318.47%36,898,000$32.1M
391282CPJ4United States Treasury Note/Bond 4% 11/15/20358.47%32,872,000$32.1M
491282CNC1United States Treasury Note/Bond 4.25% 05/15/20358.46%32,127,000$32.1M
591282CCB5United States Treasury Note/Bond 1.625% 05/15/20318.46%35,867,000$32.1M
691282CEP2United States Treasury Note/Bond 2.875% 05/15/20328.41%34,008,000$31.9M
791282CHC8United States Treasury Note/Bond 3.375% 05/15/20338.39%33,311,000$31.8M
891282CFV8United States Treasury Note/Bond 4.125% 11/15/20328.37%31,649,000$31.7M
991282CJJ1United States Treasury Note/Bond 4.5% 11/15/20338.36%30,980,000$31.7M
1091282CLW9United States Treasury Note/Bond 4.25% 11/15/20348.36%31,643,000$31.7M
1191282CKQ3United States Treasury Note/Bond 4.375% 05/15/20348.35%31,276,000$31.7M
122SPY 261218C00645010SPY 12/18/2026 645.01 C5.52%2,106$20.9M
13Cash & Other1.30%4,936,682$4.9M
14AGPXXInvesco Government & Agency Portfolio 12/31/20310.22%832,186$832K

Detailed Returns

PeriodReturnETF
1D
-0.11%
1W
+0.02%
1M
+7.23%
3M
+0.21%
6M
-0.52%
YTD
+0.12%
1Y
+13.39%
3Y
+28.38%
5Y
-1.76%

Moving Averages

20-Day MA

$32.12

Above 20-Day MA
50-Day MA

$32.11

Above 50-Day MA
200-Day MA

$32.08

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$33.25

Current Price

$32.70

52-Week Low

$28.74

$28.74$33.25

Current Yield

2.86%

Annual Dividend

$0.9286

Frequency

4x/year

Last Ex-Date

Dec 30, 2025

Dividend History

Ex-DateAmountPay Date
Dec 30, 2025$0.2352Dec 31, 2025
Sep 29, 2025$0.2331Sep 30, 2025
Jun 27, 2025$0.2372Jun 30, 2025
Mar 28, 2025$0.2231Mar 31, 2025
Dec 30, 2024$0.2153Dec 31, 2024
Sep 27, 2024$0.1464Sep 30, 2024
Jun 27, 2024$0.1935Jun 28, 2024
Mar 26, 2024$0.1913Mar 28, 2024
Dec 27, 2023$0.2084Dec 29, 2023
Sep 27, 2023$0.1894Sep 29, 2023
Jun 28, 2023$0.1949Jun 30, 2023
Mar 29, 2023$0.1983Mar 31, 2023
Dec 28, 2022$0.1843Dec 30, 2022
Sep 28, 2022$0.1772Sep 30, 2022
Jun 28, 2022$0.0962Jun 30, 2022
Mar 29, 2022$0.0603Mar 31, 2022
Dec 29, 2021$1.6748Dec 31, 2021
Sep 28, 2021$0.0392Sep 30, 2021
Jun 28, 2021$0.0193Jun 30, 2021
Mar 29, 2021$0.0072Mar 31, 2021

Dividend Payments Over Time

Category Comparison

MetricSWANTechnology(1414 ETFs)Buffer(249 ETFs)
Fund Info
Expense Ratio0.49%0.67%0.77%
AUM$378.2M$6.79B$311.8M
Dividend Yield2.86%2.97%14.07%
Avg Volume149.2K574.9K29.6K
Holdings1220013
Performance
1-Month Return+6.66%+12.36%+5.50%
6-Month Return-0.41%+4.39%+4.25%
YTD Return+0.82%+6.06%+3.03%
1-Year Return+14.69%+34.53%+16.90%

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