SWAN vs XJR
Comparison between Amplify BlackSwan Growth & Treasury Core ETF (SWAN, ETF) and ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF (XJR, ETF).
5-Year PerformanceXJR has outperformed SWAN, delivering a return of +7.4% compared to +2.4%
SWAN vs XJR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SWAN vs XJR - Holdings Comparison
SWAN and XJR have 0 common holdings. Overlap is 0.00%
SWAN's top 25 holdings weight is 0.45%. XJR's top 25 holdings weight is 15.39%.
| Rank | SWAN | XJR |
|---|---|---|
| #1 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.45% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 3.05% |
| #2 | N/A | MOLINA HEALTHCARE INC (MOH) - 0.78% |
| #3 | N/A | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.69% |
| #4 | N/A | VIASAT INC (VSAT) - 0.59% |
| #5 | N/A | ELEMENT SOLUTIONS INC (ESI) - 0.58% |
| #6 | N/A | FORMFACTOR INC (FORM) - 0.57% |
| #7 | N/A | KRYSTAL BIOTECH INC (KRYS) - 0.56% |
| #8 | N/A | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.56% |
| #9 | N/A | GLAUKOS CORP (GKOS) - 0.56% |
| #10 | N/A | ARGAN INC (AGX) - 0.54% |
| #11 | N/A | CORCEPT THERAPEUTICS INC (CORT) - 0.54% |
| #12 | N/A | ALKERMES PLC (ALKS) - 0.54% |
| #13 | N/A | JACKSON FINANCIAL INC (JXN) - 0.53% |
| #14 | N/A | ESCO TECHNOLOGIES INC (ESE) - 0.53% |
| #15 | N/A | STONEX GROUP INC (SNEX) - 0.50% |
| #16 | N/A | BRINKER INTERNATIONAL INC (EAT) - 0.49% |
| #17 | N/A | ETSY INC (ETSY) - 0.49% |
| #18 | N/A | MAXLINEAR INC (MXL) - 0.49% |
| #19 | N/A | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.49% |
| #20 | N/A | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.49% |
| #21 | N/A | FIRST BANCORP (FBP) - 0.42% |
| #22 | N/A | AMERIS BANCORP (ABCB) - 0.35% |
| #23 | N/A | MOHAWK INDUSTRIES INC (MHK) - 0.35% |
| #24 | N/A | AXOS FINANCIAL INC (AX) - 0.35% |
| #25 | N/A | ACM RESEARCH INC CLASS A (ACMR) - 0.35% |
| Total Holdings | 1 | 474 |
SWAN vs XJR - Historical Returns
Returns include dividend reinvestment.
SWAN vs XJR - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | SWAN | XJR |
|---|---|---|
| 2026 | +3.83% | +21.33% |
| 2025 | +14.13% | +5.10% |
| 2024 | +14.38% | +10.38% |
| 2023 | +11.43% | +16.42% |
| 2022 | -26.97% | -18.05% |
| 2021 | +11.08% | +26.45% |
| 2020 | +15.13% | +35.61% |
| 2019 | +21.83% | N/A |
| 2018 | -2.23% | N/A |
SWAN vs XJR Drawdown Comparison
The maximum drawdown for SWAN was -31.04%, occurring on Oct 27, 2023. Recovery took 957 trading sessions.
The maximum drawdown for XJR was -27.12%, occurring on Apr 8, 2025. Recovery took 280 trading sessions.
The current SWAN drawdown is -2.03%. The current XJR drawdown is -1.51%.
| Rank | SWAN | XJR |
|---|---|---|
| #1 | -31.04% Nov 9, 2021 - Sep 4, 2025 | -27.12% Nov 25, 2024 - Jan 9, 2026 |
| #2 | -12.78% Mar 18, 2020 - Jun 10, 2020 | -26.88% Nov 5, 2021 - Jul 16, 2024 |
| #3 | -8.31% Mar 6, 2020 - Mar 18, 2020 | -9.76% Jun 8, 2021 - Nov 3, 2021 |
| #4 | -7.05% Oct 28, 2025 - Apr 17, 2026 | -9.43% Feb 10, 2026 - Apr 14, 2026 |
| #5 | -7.01% Sep 2, 2020 - Dec 31, 2020 | -9.34% Mar 12, 2021 - Jun 8, 2021 |
| #6 | -6.73% Dec 3, 2018 - Feb 15, 2019 | -9.04% Jul 31, 2024 - Sep 19, 2024 |
| #7 | -5.05% Feb 11, 2021 - Apr 13, 2021 | -6.34% Oct 23, 2020 - Nov 5, 2020 |
| #8 | -4.89% Sep 2, 2021 - Nov 3, 2021 | -4.41% Nov 11, 2024 - Nov 25, 2024 |
| #9 | -4.89% Feb 20, 2020 - Mar 6, 2020 | -4.33% May 6, 2026 - May 26, 2026 |
| #10 | -3.64% Nov 7, 2018 - Dec 3, 2018 | -4.23% Feb 24, 2021 - Mar 8, 2021 |
| #11 | -3.45% Jun 2, 2026 - Jun 10, 2026 | -3.65% Oct 16, 2024 - Nov 6, 2024 |
| #12 | -3.36% May 7, 2021 - Jun 4, 2021 | -3.40% Jan 26, 2021 - Feb 4, 2021 |
| #13 | -2.55% Sep 6, 2019 - Oct 31, 2019 | -3.40% Jun 30, 2026 - Jul 8, 2026 |
| #14 | -2.48% May 14, 2026 - May 27, 2026 | -3.28% Nov 24, 2020 - Dec 4, 2020 |
| #15 | -2.46% Apr 30, 2019 - Jun 7, 2019 | -3.23% Sep 19, 2024 - Oct 16, 2024 |
Correlation
Correlation between SWAN and XJR is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2018 - 2026)
SWAN vs XJR dividend yield comparison.
| Year | SWAN | XJR |
|---|---|---|
| 2026 | 1.80% | 0.28% |
| 2025 | 2.86% | 1.14% |
| 2024 | 2.54% | 1.96% |
| 2023 | 2.98% | 0.92% |
| 2022 | 2.12% | 1.29% |
| 2021 | 5.04% | 2.00% |
| 2020 | 1.64% | 0.58% |
| 2019 | 3.69% | 0.00% |
| 2018 | 0.29% | 0.00% |
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