SWAN vs NTSX
Comparison between Amplify BlackSwan Growth & Treasury Core ETF (SWAN, ETF) and WISDOMTREE U.S. EFFICIENT CORE FUND (NTSX, ETF).
5-Year PerformanceNTSX has outperformed SWAN, delivering a return of +8.6% compared to +2.5%
SWAN vs NTSX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SWAN vs NTSX - Holdings Comparison
SWAN and NTSX have 0 common holdings. Overlap is 0.00%
SWAN's top 25 holdings weight is 0.42%. NTSX's top 25 holdings weight is 55.69%.
| Rank | SWAN | NTSX |
|---|---|---|
| #1 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.42% | DREYFUS TRSY OBLIG CASH MGMT CL INS (n/a) - 8.03% |
| #2 | N/A | NVIDIA CORP (NVDA) - 7.29% |
| #3 | N/A | APPLE INC (AAPL) - 6.81% |
| #4 | N/A | ALPHABET INC CLASS A (GOOGL) - 5.71% |
| #5 | N/A | MICROSOFT CORP (MSFT) - 3.98% |
| #6 | N/A | AMAZON.COM INC (AMZN) - 3.47% |
| #7 | N/A | BROADCOM INC (AVGO) - 2.42% |
| #8 | N/A | META PLATFORMS INC CLASS A (META) - 2.14% |
| #9 | N/A | ELI LILLY AND CO (LLY) - 1.57% |
| #10 | N/A | n/a (NCA) - 1.54% |
| #11 | N/A | TESLA INC (TSLA) - 1.52% |
| #12 | N/A | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.44% |
| #13 | N/A | MICRON TECHNOLOGY INC (MU) - 1.43% |
| #14 | N/A | JPMORGAN CHASE & CO (JPM) - 1.30% |
| #15 | N/A | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #16 | N/A | WALMART INC (WMT) - 1.17% |
| #17 | N/A | VISA INC CLASS A (V) - 0.97% |
| #18 | N/A | EXXONMOBIL HOLDINGS CORP (XOM) - 0.93% |
| #19 | N/A | JOHNSON & JOHNSON (JNJ) - 0.80% |
| #20 | N/A | MASTERCARD INC CLASS A (MA) - 0.68% |
| #21 | N/A | NEXTERA ENERGY INC (NEE) - 0.25% |
| #22 | N/A | QUALCOMM INC (QCOM) - 0.25% |
| #23 | N/A | MCDONALD'S CORP (MCD) - 0.24% |
| #24 | N/A | ABBOTT LABORATORIES (ABT) - 0.24% |
| #25 | N/A | WESTERN DIGITAL CORP (WDC) - 0.24% |
| Total Holdings | 1 | 464 |
SWAN vs NTSX - Historical Returns
Returns include dividend reinvestment.
SWAN vs NTSX - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | SWAN | NTSX |
|---|---|---|
| 2026 | +5.22% | +10.13% |
| 2025 | +14.13% | +18.60% |
| 2024 | +14.38% | +21.13% |
| 2023 | +11.43% | +22.74% |
| 2022 | -26.97% | -25.84% |
| 2021 | +11.08% | +23.76% |
| 2020 | +15.13% | +23.76% |
| 2019 | +21.83% | +31.31% |
| 2018 | -2.23% | -8.71% |
SWAN vs NTSX Drawdown Comparison
The maximum drawdown for SWAN was -31.04%, occurring on Oct 27, 2023. Recovery took 957 trading sessions.
The maximum drawdown for NTSX was -31.34%, occurring on Oct 14, 2022. Recovery took 618 trading sessions.
The current SWAN drawdown is -0.72%. The current NTSX drawdown is -0.69%.
| Rank | SWAN | NTSX |
|---|---|---|
| #1 | -31.04% Nov 9, 2021 - Sep 4, 2025 | -31.34% Dec 27, 2021 - Jun 12, 2024 |
| #2 | -12.78% Mar 18, 2020 - Jun 10, 2020 | -28.33% Feb 19, 2020 - Jul 10, 2020 |
| #3 | -8.31% Mar 6, 2020 - Mar 18, 2020 | -16.82% Dec 6, 2024 - Jun 24, 2025 |
| #4 | -7.05% Oct 28, 2025 - Apr 17, 2026 | -16.45% Sep 20, 2018 - Mar 21, 2019 |
| #5 | -7.01% Sep 2, 2020 - Dec 31, 2020 | -9.16% Jan 12, 2026 - Apr 15, 2026 |
| #6 | -6.73% Dec 3, 2018 - Feb 15, 2019 | -8.84% Sep 2, 2020 - Nov 16, 2020 |
| #7 | -5.05% Feb 11, 2021 - Apr 13, 2021 | -6.58% Jul 16, 2024 - Aug 19, 2024 |
| #8 | -4.89% Sep 2, 2021 - Nov 3, 2021 | -5.65% Sep 2, 2021 - Oct 29, 2021 |
| #9 | -4.89% Feb 20, 2020 - Mar 6, 2020 | -5.62% Feb 12, 2021 - Apr 5, 2021 |
| #10 | -4.00% Jun 2, 2026 - Jul 29, 2026 | -5.34% Oct 28, 2025 - Dec 24, 2025 |
| #11 | -3.64% Nov 7, 2018 - Dec 3, 2018 | -4.77% Jun 2, 2026 - Aug 4, 2026 |
| #12 | -3.36% May 7, 2021 - Jun 4, 2021 | -4.42% Apr 30, 2019 - Jun 13, 2019 |
| #13 | -2.55% Sep 6, 2019 - Oct 31, 2019 | -4.28% May 7, 2021 - Jun 8, 2021 |
| #14 | -2.48% May 14, 2026 - May 27, 2026 | -4.16% Jul 26, 2019 - Sep 5, 2019 |
| #15 | -2.46% Apr 30, 2019 - Jun 7, 2019 | -3.89% Nov 8, 2021 - Dec 27, 2021 |
Correlation
Correlation between SWAN and NTSX is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2018 - 2026)
SWAN vs NTSX dividend yield comparison.
| Year | SWAN | NTSX |
|---|---|---|
| 2026 | 1.78% | 0.51% |
| 2025 | 2.86% | 1.14% |
| 2024 | 2.54% | 1.14% |
| 2023 | 2.98% | 1.21% |
| 2022 | 2.12% | 1.36% |
| 2021 | 5.04% | 0.82% |
| 2020 | 1.64% | 0.92% |
| 2019 | 3.69% | 1.42% |
| 2018 | 0.29% | 0.62% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks