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