SWAN

Amplify$33.37-0.15 (-0.45%)
AUM $165.7MER 0.49%NAV $33.34Holdings 12

Price Chart

Key Statistics

Previous Close

$33.54

Day Range

$33.24$33.38

52-Week Range

$29.05$33.57

Avg Volume

299.4K

Dividend Yield

2.86%

Expense Ratio

0.49%

AUM

$165.7M

Shares Outstanding

8.2M

ETF Grades

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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 %
Other99.69%
United States0.31%

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$814.55B
SPYState Street SPDR S&P 500 ETF Trust$751.52B
QQQInvesco QQQ Trust, Series 1$455.94B

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 $165.7M 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 84.3% of the fund

RankSymbolNameWeight %SharesMarket Value
12SPY 260618C00560010SPY 06/18/2026 560.01 C9.19%912$15.1M
291282CCB5United States Treasury Note/Bond 1.625% 05/15/20318.44%15,593,000$13.9M
391282CDJ7United States Treasury Note/Bond 1.375% 11/15/20318.41%15,970,000$13.8M
491282CFV8United States Treasury Note/Bond 4.125% 11/15/20328.34%13,767,000$13.7M
591282CPJ4United States Treasury Note/Bond 4% 11/15/20358.34%14,130,000$13.7M
691282CNC1United States Treasury Note/Bond 4.25% 05/15/20358.34%13,815,000$13.7M
791282CKQ3United States Treasury Note/Bond 4.375% 05/15/20348.33%13,618,000$13.7M
891282CLW9United States Treasury Note/Bond 4.25% 11/15/20348.32%13,761,000$13.7M
991282CEP2United States Treasury Note/Bond 2.875% 05/15/20328.29%14,612,000$13.6M
1091282CHC8United States Treasury Note/Bond 3.375% 05/15/20338.28%14,345,000$13.6M
1191282CJJ1United States Treasury Note/Bond 4.5% 11/15/20338.23%13,322,000$13.5M
122SPY 261218C00645010SPY 12/18/2026 645.01 C5.78%890$9.5M
13Cash & Other1.41%2,320,307$2.3M
14AGPXXInvesco Government & Agency Portfolio 12/31/20310.31%509,285$509K

Detailed Returns

PeriodReturnETF
1D
-0.45%
1W
+2.22%
1M
+4.35%
3M
+1.94%
6M
+2.88%
YTD
+2.28%
1Y
+14.72%
3Y
+31.47%
5Y
+1.60%

Moving Averages

20-Day MA

$32.89

Above 20-Day MA
50-Day MA

$32.17

Above 50-Day MA
200-Day MA

$32.20

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$33.57

Current Price

$33.37

52-Week Low

$29.05

$29.05$33.57

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(1407 ETFs)Buffer(249 ETFs)
Fund Info
Expense Ratio0.49%0.64%0.77%
AUM$165.7M$6.99B$315.9M
Dividend Yield2.86%2.86%14.07%
Avg Volume299.4K586.9K42.6K
Holdings1220313
Performance
1-Month Return+5.69%+15.88%+2.99%
6-Month Return+14.52%+5.81%
YTD Return+3.28%+15.71%+4.33%
1-Year Return+16.69%+43.34%+16.61%

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