Amplify Blackswan Growth & Treasury Core ETF

SWAN tracks an index of long-dated options on an S&P 500 ETF (SPY) and US Treasurys averaging 10-year maturity.

Amplify BlackSwan Growth & Treasury Core ETF has had a decent performance in 2024, up 4% YTD and 19% since October 2023. The Fund is a diversified stock-and-government bond fund that uses leverage to increase expected returns. While SWAN's losses are capped, there are still risks associated with a decline in the S&P 500 and treasury prices.

SWAN: Solid 2024 And Great Prospects, But Here's The Catch

iShares 10+ Year Investment Grade Corporate Bond ETF

We had previously suggested IGLB as the better choice to Sleep Well At Night over SWAN. We examine the performance of the two since our last article. We tell you why we think outlook for both funds has deteriorated.

SWAN Vs. IGLB: Which Helped You Sleep Better At Night?

Pacer US Cash Cows 100 ETF

Schwab US Dividend Equity ETF

I wrote about the Schwab US Dividend Equity ETF (SCHD) last week and noted that it was one of the best Sleep Well at Night (SWAN) funds in the market. It combines strong dividend growth and high yield, which explains why it has grown its total assets to over $49 billion.

SCHD is an absolute SWAN ETF: COWZ is even better

ProShares Bitcoin Strategy ETF

Schwab U.S. Large-Cap Growth ETF

The Schwab US Dividend Equity (SCHD) stock has staged a strong comeback in the past few weeks. After bottoming at $66 in October, the fund has jumped to $73, its highest point since September 20th.

SCHD + SCHG + BITO: ETF combination to SWAN

Amplify's SWAN was launched on November 6, 2018, meeting all expectations through the December 2018 market swoon, the market's 2019 recovery, and withstanding the 2020 Covid-19 crash. As previously warned, the Achilles heel of SWAN is market declines due to high inflation/rising interest rates, which is exactly what occurred in 2022 through Oct. 2023. With 10-year Treasury yields of almost 5%, inflationary pressures seemingly receding, and reduced recessionary fears, SWAN appears poised to protect against large market drawdowns due to non-inflationary factors.

SWAN's Deep Dive Likely Over

The Amplify BlackSwan Growth & Treasury Core ETF has performed poorly, declining over 8% in total returns compared to the S&P 500's 5% drawdown. The SWAN ETF's strategy is based on historic negative correlations between stocks and bonds, but it fails to account for the possibility of positive correlation during certain market conditions. The SWAN ETF's poor performance is largely due to the declines in its portfolio of treasury bonds, which are negatively correlated to rising interest rates.

SWAN: Replay Of Stock/Bond Correlation Drawdown

Amplify CWP Dividend & Option Income ETF

Amplify International Enhanced Dividend Income ETF

Amplify BlackSwan ISWN ETF

Amplify Natural Resources Dividend Income ETF

Amplify BlackSwan Tech & Treasury ETF

YieldShares High Income ETF

CHICAGO, Sept. 27, 2023 (GLOBE NEWSWIRE) -- Amplify ETFs announces September income distributions for its ETFs.

Amplify ETFs Declares September Income Distributions for its ETFs

Changebridge Capital Long Short Equity ETF

FlexShares High Yield Value-Scored Bond Index Fund

Leatherback Long/Short Alternative Yield ETF

iShares MSCI China ETF

Pacer Trendpilot Fund of Funds ETF

Despite the Fed's most aggressive tightening campaign in decades, the U.S. economy has displayed remarkable resilience, characterized by a robust labor market and strong consumer spending. Inflation too has steadily decreased since reaching its highest point in June 2022.

Time for Low-Beta ETFs?

AGFiQ U.S. Market Neutral Anti-Beta Fund

Manager Directed Portfolios - iM DBi Managed Futures Strategy ETF

AdvisorShares Dorsey Wright Short ETF

The erosion of consumer savings, deteriorating profit margins, high interest rates and global economic uncertainties collectively contribute to the somber stock outlook.

6 Reasons Why Stocks Could Remain Subdued: ETFs to Gain

Consumer staple companies are considered "defensive" due to steady demand for their products during weak economic times as well as their ability to increase prices during inflationary times. The VDC ETF provides exposure to a diverse range of consumer staples companies - including those in the food, beverage, and household products industries. Investors can benefit from VDC's relatively low expense ratio (0.10%) and its attractive long-term performance track record: a 10-year average annual return of 9.4%.

VDC: Vanguard's Consumer Staples ETF - A Swan Fund For Nervous Nellies

SWAN: Duration Risk Not Well Advertised

CHICAGO, June 28, 2023 (GLOBE NEWSWIRE) -- Amplify ETFs announces June income distributions for its ETFs.

Amplify ETFs Declares June Income Distributions for its ETFs

SWAN: Now Is A Good Time To Own

CHICAGO, March 29, 2023 (GLOBE NEWSWIRE) -- Amplify ETFs announces March income distributions for its ETFs.

Amplify ETFs Declares March Income Distributions for its ETFs

SWAN offers a unique, simple strategy that combines a core position in US Treasury securities with call options on the S&P 500 ETF. This combination provides a foundation through the Treasury Notes and Bonds, with the potential for upside from the call options.

SWAN: Where Treasuries And Call Options Combine To Create A Unique ETF

Amplify Lithium & Battery Technology ETF

Amplify Emerging Markets FinTech ETF

Amplify Inflation Fighter ETF

CHICAGO, Dec. 30, 2022 (GLOBE NEWSWIRE) -- Amplify ETFs announces December income distributions across its income, core, and thematic ETFs. In addition, none of Amplify ETFs will pay a 2022 capital gain distribution.

Amplify ETFs Declares December Income Distributions for its Income, Core, and Thematic ETFs

Nationwide Risk-Managed Income ETF

We have explained our logic previously as to why both SWAN and NUSI are funds you should avoid. The results speak for themselves.

SWAN Vs. NUSI: Which Is The Better Sell?

CHICAGO, Sept. 28, 2022 (GLOBE NEWSWIRE) -- Amplify ETFs announces September monthly and quarterly distributions across its income and core ETFs. Launched in the last month, the Amplify Natural Resources Dividend Income ETF (NDIV) and the Amplify International Enhanced Dividend Income ETF (IDVO) are making their first distributions to shareholders.

Amplify ETFs Declares Monthly and Quarterly Income Distributions for its Income and Core ETFs

Aptus Drawdown Managed Equity ETF 

First Trust Morningstar Managed Futures Strategy Fund

Invesco S&P 500 Downside Hedge ETF

Investors should apply some hedging techniques to their equity portfolio. While there are a number of ways to do this, volatility-hedged ETFs could prove beneficial amid market uncertainty.

Hedge Volatility With These ETFs

Tide, Time and Dental Decay wait for no human. SWAN has a decay too, and investors who missed it paid a heavy price.

SWAN: The Decay Is Real

SWAN is an ETF that aims to capture the upside in the S&P 500 Index with a hedged downside profile. The fund is relatively new, coming to market in November 2018.

When SWANs Fall

We were wary of the broader indices in our last coverage of SWAN but still did not like the ETF. The performance has more than justified our stance.

SWAN Dive: Why The Strategy Failed To Protect

SWAN's allocation to bonds is too large. As a result, it has underperformed the S&P 500 at a moment in time where it should have provided protection. Given uncertainties surrounding future inflation and monetary policy, I believe owning bonds today is unappealing from a risk-reward perspective.

SWAN: Updating The Investment Thesis

Nationwide Risk-Based U.S. Equity ETF

Volatility is set to rise further as we enter into a new month. In such a scenario, investors should apply some hedging techniques to their equity portfolio.

How to Play Volatility With ETFs

WisdomTree Continuous Commodity Index Fund

WisdomTree 90/60 US Balanced Fund

WisdomTree Bloomberg Floating Rate Treasury Fund

Commodity, dividend and risk-focused exchange-traded funds are gaining traction alongside concerns around inflation, ETF Action's Mike Akins says.

News for Amplify Blackswan Growth & Treasury Core ETF ETF (SWAN)