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SWAN vs AAPU

Comparison between Amplify BlackSwan Growth & Treasury Core ETF (SWAN, ETF) and DIREXION DAILY AAPL BULL 2X SHARES (AAPU, ETF).

SWAN vs AAPU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SWAN
$161M
Winner
AAPU
$161M
Expense Ratio
SWAN
0.49%
AAPU
N/A
Max Drawdown
Winner
SWAN
37.03%
AAPU
60.55%
Sharpe Ratio
SWAN
0.79
Winner
AAPU
1.68
5Y Beta
Winner
SWAN
0.50
AAPU
2.18
5Y Dividends CAGR
SWAN
18.11%
AAPU
N/A

SWAN vs AAPU - Holdings Comparison

SWAN and AAPU have 0 common holdings. Overlap is 0.00%

SWAN's top 25 holdings weight is 0.45%. AAPU's top 25 holdings weight is 9.72%.

RankSWANAAPU
#1
INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.45%
APPLE INC (AAPL) - 9.72%
#2N/AN/A
#3N/AN/A
#4N/AN/A
#5N/AN/A
#6N/AN/A
#7N/AN/A
#8N/AN/A
#9N/AN/A
#10N/AN/A
#11N/AN/A
#12N/AN/A
#13N/AN/A
#14N/AN/A
#15N/AN/A
#16N/AN/A
#17N/AN/A
#18N/AN/A
#19N/AN/A
#20N/AN/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings11

SWAN vs AAPU - Historical Returns

Returns include dividend reinvestment.

1M
SWAN
-0.24%
Winner
AAPU
+19.73%
3M
SWAN
+2.20%
Winner
AAPU
+45.81%
6M
SWAN
+4.10%
Winner
AAPU
+62.18%
1Y
SWAN
+11.29%
Winner
AAPU
+106.27%
5Y(CAGR)
SWAN
+2.40%
AAPU
N/A
Max(CAGR)
SWAN
+6.82%
Winner
AAPU
+23.84%

SWAN vs AAPU - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearSWANAAPU
2026+3.83%+34.70%
2025+14.13%+2.37%
2024+14.38%+67.66%
2023+11.43%+78.52%
2022-26.97%-32.82%
2021+11.08%N/A
2020+15.13%N/A
2019+21.83%N/A
2018-2.23%N/A

SWAN vs AAPU Drawdown Comparison

The maximum drawdown for SWAN was -31.04%, occurring on Oct 27, 2023. Recovery took 957 trading sessions.

The maximum drawdown for AAPU was -58.62%, occurring on Apr 8, 2025. Recovery took 233 trading sessions.

The current SWAN drawdown is -2.03%. The current AAPU drawdown is -3.58%.

RankSWANAAPU
#1-31.04%
Nov 9, 2021 - Sep 4, 2025
-58.62%
Dec 26, 2024 - Dec 2, 2025
#2-12.78%
Mar 18, 2020 - Jun 10, 2020
-41.79%
Aug 17, 2022 - Jun 12, 2023
#3-8.31%
Mar 6, 2020 - Mar 18, 2020
-28.96%
Dec 2, 2025 - May 13, 2026
#4-7.05%
Oct 28, 2025 - Apr 17, 2026
-28.50%
Jul 31, 2023 - Jun 7, 2024
#5-7.01%
Sep 2, 2020 - Dec 31, 2020
-24.72%
Jun 2, 2026 - Jul 15, 2026
#6-6.73%
Dec 3, 2018 - Feb 15, 2019
-23.12%
Jul 16, 2024 - Dec 3, 2024
#7-5.05%
Feb 11, 2021 - Apr 13, 2021
-8.81%
Jun 17, 2024 - Jul 2, 2024
#8-4.89%
Sep 2, 2021 - Nov 3, 2021
-4.74%
Jun 30, 2023 - Jul 19, 2023
#9-4.89%
Feb 20, 2020 - Mar 6, 2020
-4.59%
Jul 10, 2024 - Jul 15, 2024
#10-3.64%
Nov 7, 2018 - Dec 3, 2018
-4.40%
Dec 17, 2024 - Dec 20, 2024
#11-3.45%
Jun 2, 2026 - Jun 10, 2026
-4.11%
Jul 17, 2026 - Jul 20, 2026
#12-3.36%
May 7, 2021 - Jun 4, 2021
-4.00%
May 28, 2026 - Jun 2, 2026
#13-2.55%
Sep 6, 2019 - Oct 31, 2019
-3.79%
Jun 7, 2024 - Jun 11, 2024
#14-2.48%
May 14, 2026 - May 27, 2026
-2.46%
Jul 19, 2023 - Jul 28, 2023
#15-2.46%
Apr 30, 2019 - Jun 7, 2019
-1.92%
Jun 15, 2023 - Jun 22, 2023

Correlation

Correlation between SWAN and AAPU is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2018 - 2026)

SWAN vs AAPU dividend yield comparison.

YearSWANAAPU
20261.80%0.88%
20252.86%8.66%
20242.54%14.58%
20232.98%2.32%
20222.12%0.79%
20215.04%0.00%
20201.64%0.00%
20193.69%0.00%
20180.29%0.00%

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