ISWN vs FTDS

Comparison between AMPLIFY BLACKSWAN ISWN ETF (ISWN, ETF) and FIRST TRUST DIVIDEND STRENGTH ETF (FTDS, ETF).

5-Year PerformanceFTDS has outperformed ISWN, delivering a return of +7.7% compared to -0.7%

ISWN vs FTDS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ISWN(ETF)	FTDS(ETF)
Net Assets	$37M	$37M
Expense Ratio	0.49%	0.70%
Max Drawdown	35.55%	57.79%
Sharpe Ratio	0.47	1.08
5Y Beta	0.42	0.65
P/E Ratio	N/A	15.82
Forward P/E	N/A	13.54
PEG Ratio	N/A	0.42
5Y Dividends CAGR	90.14%	20.24%
5Y EPS CAGR	N/A	10.06%
Debt to Equity	N/A	55.71%
P/S Ratio	N/A	2.01
P/B Ratio	N/A	2.65

Net Assets

ISWN

$37M

Winner

FTDS

$37M

Expense Ratio

Winner

ISWN

0.49%

FTDS

0.70%

Max Drawdown

Winner

ISWN

35.55%

FTDS

57.79%

Sharpe Ratio

ISWN

0.47

Winner

FTDS

1.08

5Y Beta

Winner

ISWN

0.42

FTDS

0.65

P/E Ratio

ISWN

N/A

FTDS

15.82

Forward P/E

ISWN

N/A

FTDS

13.54

PEG Ratio

ISWN

N/A

FTDS

0.42

5Y Dividends CAGR

Winner

ISWN

90.14%

FTDS

20.24%

5Y EPS CAGR

ISWN

N/A

FTDS

10.06%

Debt to Equity

ISWN

N/A

FTDS

55.71%

P/S Ratio

ISWN

N/A

FTDS

2.01

P/B Ratio

ISWN

N/A

FTDS

2.65

ISWN vs FTDS - Historical Returns

Returns include dividend reinvestment.

Period	ISWN	FTDS
1 month	-1.10%	+4.97%
3 months	-0.57%	+2.35%
6 months	+0.44%	+6.78%
1 year	+8.00%	+17.01%
5 years(CAGR)	-0.70%	+7.73%
10 years(CAGR)	N/A	+10.85%
Max(CAGR)	-0.13%	+6.56%

ISWN

-1.10%

Winner

FTDS

+4.97%

ISWN

-0.57%

Winner

FTDS

+2.35%

ISWN

+0.44%

Winner

FTDS

+6.78%

ISWN

+8.00%

Winner

FTDS

+17.01%

5Y(CAGR)

ISWN

-0.70%

Winner

FTDS

+7.73%

10Y(CAGR)

ISWN

N/A

FTDS

+10.85%

Max(CAGR)

ISWN

-0.13%

Winner

FTDS

+6.56%

ISWN vs FTDS - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	ISWN	FTDS
2026	+2.52%	+11.35%
2025	+23.17%	+14.07%
2024	-2.65%	+10.99%
2023	+7.26%	+12.27%
2022	-24.61%	-13.33%
2021	+0.45%	+26.46%
2020	N/A	+13.73%
2019	N/A	+23.95%
2018	N/A	-10.51%
2017	N/A	+19.34%
2016	N/A	+14.74%
2015	N/A	-5.05%
2014	N/A	+3.40%
2013	N/A	+37.32%
2012	N/A	+4.68%
2011	N/A	-10.22%
2010	N/A	+18.10%
2009	N/A	+35.40%
2008	N/A	-35.08%
2007	N/A	+5.23%
2006	N/A	-1.34%
2005	N/A	+0.35%
2004	N/A	-0.79%

ISWN vs FTDS Drawdown Comparison

The maximum drawdown for ISWN was -32.36%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

The maximum drawdown for FTDS was -56.53%, occurring on Mar 9, 2009. Recovery took 1822 trading sessions.

The current ISWN drawdown is -5.34%. The current FTDS drawdown is -0.73%.

Rank	ISWN	FTDS
#1	-32.36% Sep 15, 2021 - Oct 25, 2023	-56.53% Dec 15, 2005 - Mar 15, 2013
#2	-4.34% Feb 11, 2021 - Apr 26, 2021	-42.47% Feb 19, 2020 - Nov 11, 2020
#3	-3.09% May 7, 2021 - May 25, 2021	-23.36% Nov 16, 2021 - Mar 21, 2024
#4	-1.85% Jun 10, 2021 - Jul 28, 2021	-22.60% Sep 20, 2018 - Dec 18, 2019
#5	-1.75% Jan 26, 2021 - Feb 11, 2021	-21.84% Sep 3, 2014 - Nov 14, 2016
#6	-1.53% Aug 3, 2021 - Sep 2, 2021	-19.90% Apr 28, 2004 - Feb 11, 2005
#7	-1.42% Apr 26, 2021 - May 6, 2021	-18.04% Nov 25, 2024 - Jul 23, 2025
#8	-0.69% Sep 3, 2021 - Sep 14, 2021	-9.32% Mar 7, 2005 - Aug 2, 2005
#9	-0.55% Jun 2, 2021 - Jun 4, 2021	-8.93% Jan 26, 2018 - Jun 6, 2018
#10	-0.34% May 25, 2021 - May 28, 2021	-8.45% Sep 30, 2005 - Dec 2, 2005
#11	-0.20% Jul 29, 2021 - Aug 2, 2021	-7.24% Jan 15, 2014 - Mar 5, 2014
#12	-0.09% Jun 4, 2021 - Jun 8, 2021	-6.57% Mar 2, 2026 - Jul 7, 2026
#13	N/A	-6.46% Jul 31, 2024 - Aug 23, 2024
#14	N/A	-5.50% Jun 8, 2021 - Aug 9, 2021
#15	N/A	-5.33% Sep 3, 2021 - Oct 20, 2021

Correlation

Correlation between ISWN and FTDS is 0.50 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.50

-101

Dividend Comparison (2007 - 2026)

ISWN vs FTDS dividend yield comparison.

Year	ISWN	FTDS
2026	1.50%	0.80%
2025	2.89%	1.59%
2024	3.27%	2.05%
2023	2.91%	2.15%
2022	2.00%	2.31%
2021	0.76%	0.72%
2020	0.00%	0.99%
2019	0.00%	1.13%
2018	0.00%	1.14%
2017	0.00%	0.79%
2016	0.00%	1.24%
2015	0.00%	0.95%
2014	0.00%	1.07%
2013	0.00%	0.84%
2012	0.00%	2.12%
2011	0.00%	1.14%
2010	0.00%	1.45%
2009	0.00%	1.02%
2008	0.00%	1.96%
2007	0.00%	1.23%