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SWAN vs FID

Comparison between Amplify BlackSwan Growth & Treasury Core ETF (SWAN, ETF) and First Trust S&P International Dividend Aristocrats ETF (FID, ETF).

5-Year PerformanceFID has outperformed SWAN, delivering a return of +7.5% compared to +3.0%

SWAN vs FID - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SWAN
$165M
FID
$165M
Expense Ratio
Winner
SWAN
0.49%
FID
0.60%
Max Drawdown
Winner
SWAN
37.03%
FID
39.79%
Sharpe Ratio
SWAN
1.12
Winner
FID
1.57
5Y Beta
SWAN
0.50
Winner
FID
0.37
5Y Dividends CAGR
Winner
SWAN
14.91%
FID
7.17%

SWAN vs FID - Holdings Comparison

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

SWAN's top 25 holdings weight is 1.50%. FID's top 25 holdings weight is 44.47%.

RankSWANFID
#1
INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 1.50%
LENOVO GROUP LTD (n/a) - 3.44%
#2N/A
TELUS CORP (n/a) - 2.32%
#3N/A
LEGAL & GENERAL GROUP PLC (n/a) - 2.27%
#4N/A
APA GROUP (n/a) - 2.06%
#5N/A
TELEPERFORMANCE SE (n/a) - 1.92%
#6N/A
FAR EAST HORIZON LTD (n/a) - 1.85%
#7N/A
SCHRODERS PLC (n/a) - 1.82%
#8N/A
ELISA OYJ CLASS A (n/a) - 1.82%
#9N/A
PEMBINA PIPELINE CORP (n/a) - 1.81%
#10N/A
CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.77%
#11N/A
DNB BANK ASA (n/a) - 1.74%
#12N/A
KEYERA CORP (n/a) - 1.72%
#13N/A
BOSIDENG INTERNATIONAL HOLDINGS LTD (n/a) - 1.70%
#14N/A
JIANGSU EXPRESSWAY CO LTD CLASS H (n/a) - 1.68%
#15N/A
LONDONMETRIC PROPERTY PLC (n/a) - 1.64%
#16N/A
LG CORP (n/a) - 1.59%
#17N/A
SINO LAND CO LTD (n/a) - 1.57%
#18N/A
n/a (n/a) - 1.54%
#19N/A
ENEL SPA (n/a) - 1.52%
#20N/A
TC ENERGY CORP (TRP) - 1.51%
#21N/A
GS HOLDINGS CORP (n/a) - 1.48%
#22N/A
AGC INC (n/a) - 1.48%
#23N/A
EDP-ENERGIAS DE PORTUGAL SA (n/a) - 1.44%
#24N/A
WAREHOUSES DE PAUW SA (n/a) - 1.42%
#25N/A
SAUDI TELECOM CO (n/a) - 1.36%
Total Holdings179

SWAN vs FID - Historical Returns

Returns include dividend reinvestment.

1M
SWAN
+0.13%
Winner
FID
+1.07%
3M
SWAN
+5.72%
Winner
FID
+6.78%
6M
SWAN
+3.97%
Winner
FID
+10.63%
1Y
SWAN
+14.63%
Winner
FID
+20.06%
5Y(CAGR)
SWAN
+3.05%
Winner
FID
+7.54%
Max(CAGR)
SWAN
+6.94%
Winner
FID
+7.34%

SWAN vs FID - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearSWANFID
2026+3.94%+7.87%
2025+14.13%+32.95%
2024+14.38%+5.88%
2023+11.43%+8.98%
2022-26.97%-9.04%
2021+11.08%+12.94%
2020+15.13%-7.53%
2019+21.83%+22.36%
2018-2.23%-8.00%

SWAN vs FID Drawdown Comparison

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

The maximum drawdown for FID was -39.79%, occurring on Mar 23, 2020. Recovery took 290 trading sessions.

The current SWAN drawdown is -1.92%. The current FID drawdown is -1.22%.

RankSWANFID
#1-31.04%
Nov 9, 2021 - Sep 4, 2025
-39.79%
Jan 21, 2020 - Mar 16, 2021
#2-12.78%
Mar 18, 2020 - Jun 10, 2020
-29.13%
Jan 11, 2022 - Sep 17, 2024
#3-8.31%
Mar 6, 2020 - Mar 18, 2020
-11.32%
Sep 20, 2018 - Apr 16, 2019
#4-7.05%
Oct 28, 2025 - Apr 17, 2026
-9.61%
Sep 26, 2024 - Mar 19, 2025
#5-7.01%
Sep 2, 2020 - Dec 31, 2020
-9.34%
Mar 19, 2025 - Apr 22, 2025
#6-6.73%
Dec 3, 2018 - Feb 15, 2019
-8.93%
Feb 25, 2026 - Jun 1, 2026
#7-5.05%
Feb 11, 2021 - Apr 13, 2021
-8.59%
Jun 11, 2021 - Dec 23, 2021
#8-4.89%
Sep 2, 2021 - Nov 3, 2021
-7.58%
Dec 23, 2021 - Jan 11, 2022
#9-4.89%
Feb 20, 2020 - Mar 6, 2020
-7.56%
Jul 3, 2019 - Sep 19, 2019
#10-3.64%
Nov 7, 2018 - Dec 3, 2018
-6.31%
Apr 22, 2019 - Jul 3, 2019
#11-3.45%
Jun 2, 2026 - Jun 10, 2026
-4.45%
Aug 29, 2018 - Sep 20, 2018
#12-3.36%
May 7, 2021 - Jun 4, 2021
-2.79%
Sep 20, 2019 - Oct 11, 2019
#13-2.55%
Sep 6, 2019 - Oct 31, 2019
-2.56%
Aug 22, 2025 - Oct 23, 2025
#14-2.48%
May 14, 2026 - May 27, 2026
-2.47%
Nov 12, 2025 - Nov 26, 2025
#15-2.46%
Apr 30, 2019 - Jun 7, 2019
-2.47%
Jun 2, 2026 - Jun 5, 2026

Correlation

Correlation between SWAN and FID is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

Dividend Comparison (2018 - 2026)

SWAN vs FID dividend yield comparison.

YearSWANFID
20260.72%0.21%
20252.86%4.30%
20242.54%4.31%
20232.98%4.19%
20222.12%4.22%
20215.04%3.76%
20201.64%3.91%
20193.69%3.70%
20180.29%1.74%

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