SHDG vs SWAN
Comparison between SOUNDWATCH HEDGED EQUITY ETF (SHDG, ETF) and Amplify BlackSwan Growth & Treasury Core ETF (SWAN, ETF).
SHDG vs SWAN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SHDG vs SWAN - Holdings Comparison
SHDG and SWAN have 0 common holdings. Overlap is 0.00%
SHDG's top 25 holdings weight is 108.58%. SWAN's top 25 holdings weight is 1.66%.
| Rank | SHDG | SWAN |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 106.74% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 1.66% |
| #2 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.84% | N/A |
| #3 | N/A | N/A |
| #4 | N/A | N/A |
| #5 | N/A | N/A |
| #6 | N/A | N/A |
| #7 | N/A | N/A |
| #8 | N/A | N/A |
| #9 | N/A | N/A |
| #10 | N/A | N/A |
| #11 | N/A | N/A |
| #12 | N/A | N/A |
| #13 | N/A | N/A |
| #14 | N/A | N/A |
| #15 | N/A | N/A |
| #16 | N/A | N/A |
| #17 | N/A | N/A |
| #18 | N/A | N/A |
| #19 | N/A | N/A |
| #20 | N/A | N/A |
| #21 | N/A | N/A |
| #22 | N/A | N/A |
| #23 | N/A | N/A |
| #24 | N/A | N/A |
| #25 | N/A | N/A |
| Total Holdings | 2 | 1 |
SHDG vs SWAN - Historical Returns
Returns include dividend reinvestment.
SHDG vs SWAN - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | SHDG | SWAN |
|---|---|---|
| 2026 | +0.54% | +3.31% |
| 2025 | +11.41% | +14.13% |
| 2024 | +20.29% | +14.38% |
| 2023 | +18.35% | +11.43% |
| 2022 | +2.56% | -26.97% |
| 2021 | N/A | +11.08% |
| 2020 | N/A | +15.13% |
| 2019 | N/A | +21.83% |
| 2018 | N/A | -2.23% |
SHDG vs SWAN Drawdown Comparison
The maximum drawdown for SHDG was -15.82%, occurring on Apr 8, 2025. Recovery took 105 trading sessions.
The maximum drawdown for SWAN was -31.04%, occurring on Oct 27, 2023. Recovery took 957 trading sessions.
The current SHDG drawdown is -0.99%. The current SWAN drawdown is -2.51%.
| Rank | SHDG | SWAN |
|---|---|---|
| #1 | -15.82% Feb 19, 2025 - Jul 22, 2025 | -31.04% Nov 9, 2021 - Sep 4, 2025 |
| #2 | -8.69% Jul 31, 2023 - Dec 12, 2023 | -12.78% Mar 18, 2020 - Jun 10, 2020 |
| #3 | -6.62% Feb 2, 2026 - Mar 30, 2026 | -8.31% Mar 6, 2020 - Mar 18, 2020 |
| #4 | -6.49% Jul 16, 2024 - Aug 30, 2024 | -7.05% Oct 28, 2025 - Apr 17, 2026 |
| #5 | -4.63% Feb 15, 2023 - Mar 31, 2023 | -7.01% Sep 2, 2020 - Dec 31, 2020 |
| #6 | -4.42% Dec 1, 2022 - Jan 26, 2023 | -6.73% Dec 3, 2018 - Feb 15, 2019 |
| #7 | -3.98% Mar 27, 2024 - May 15, 2024 | -5.05% Feb 11, 2021 - Apr 13, 2021 |
| #8 | -3.75% Aug 30, 2024 - Sep 19, 2024 | -4.89% Sep 2, 2021 - Nov 3, 2021 |
| #9 | -3.53% Dec 16, 2024 - Feb 13, 2025 | -4.89% Feb 20, 2020 - Mar 6, 2020 |
| #10 | -3.29% Oct 27, 2025 - Nov 28, 2025 | -3.64% Nov 7, 2018 - Dec 3, 2018 |
| #11 | -2.51% Oct 28, 2022 - Nov 10, 2022 | -3.36% May 7, 2021 - Jun 4, 2021 |
| #12 | -2.33% Dec 11, 2025 - Dec 23, 2025 | -2.55% Sep 6, 2019 - Oct 31, 2019 |
| #13 | -1.94% Oct 8, 2025 - Oct 21, 2025 | -2.51% Jun 2, 2026 - Jun 5, 2026 |
| #14 | -1.94% May 1, 2023 - May 18, 2023 | -2.48% May 14, 2026 - May 27, 2026 |
| #15 | -1.90% Oct 18, 2024 - Nov 6, 2024 | -2.46% Apr 30, 2019 - Jun 7, 2019 |
Correlation
Correlation between SHDG and SWAN is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2018 - 2026)
SHDG vs SWAN dividend yield comparison.
| Year | SHDG | SWAN |
|---|---|---|
| 2026 | 0.00% | 0.72% |
| 2025 | 0.50% | 2.86% |
| 2024 | 0.62% | 2.54% |
| 2023 | 1.24% | 2.98% |
| 2022 | 0.90% | 2.12% |
| 2021 | 0.00% | 5.04% |
| 2020 | 0.00% | 1.64% |
| 2019 | 0.00% | 3.69% |
| 2018 | 0.00% | 0.29% |
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