SWAN vs VOO

SWAN vs VOO

Which is better, SWAN or VOO?

Multi Alternative against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VOOHigher Returns: VOO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricSWANVOO
Expense Ratio0.49%0.03%Best
AUM$157M$997.4B
Dividend Yield3.20%1.04%
Holdings28509
YTD Return+2.17%+11.55%Best
1Y Return+4.83%+17.54%Best
3Y Return (annualized)+11.96%+20.71%Best
5Y Return (annualized)+1.58%+12.80%Best
Volatility (annualized)11.8%Best16.8%
Max Drawdown-31.0%Best-34.3%
$10,000 over 5 years$10,815$18,262Best
Fund FamilyAmplify ETFsVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionNov 5, 2018Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Nov 6, 2018 to Sep 10, 2026 (7.8 years).

SWAN vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 7.8 years both funds cover.

SWAN vs VOO Performance

Amplify BlackSwan Growth & Treasury Core ETF (SWAN) is an ETF from Amplify ETFs and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SWAN returned +4.83% while VOO returned +17.54%. Year to date, SWAN is up 2.17% versus a gain of 11.55% for VOO.

Over three years, SWAN compounded at +11.96% per year against +20.71% for VOO; over five years the annualized figures are +1.58% and +12.80% respectively. Across the full 8-year window we track, VOO has the edge at +14.93% annualized vs +5.61%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 11.8% for SWAN. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -31.0% for SWAN and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SWAN charges 0.49% per year while VOO charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, SWAN currently yields 3.20% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 9 holdings in SWAN and 505 in VOO, totalling 69.2% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 63 days apart, SWAN as of Sep 1, 2026 and VOO as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 9 positions we hold weights for in SWAN and 505 in VOO, against full books of 28 and 509.

You are not choosing between two funds in isolation.

Whichever of SWAN and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SWANVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SWAN or VOO?

SWAN has an expense ratio of 0.49% while VOO charges 0.03%. VOO is the cheaper option, by $46 a year on a $10,000 investment.

Which performed better, SWAN or VOO?

Over the past year SWAN returned +4.83% vs +17.54% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), SWAN annualized +5.61% vs +14.93% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SWAN or VOO?

VOO has been the more volatile fund at 16.8% annualized versus 11.8% for SWAN. Worst drawdown: SWAN -31.0% vs VOO -34.3%.

Should I hold both SWAN and VOO?

SWAN and VOO have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SWAN or VOO?

SWAN yields 3.20% while VOO yields 1.04%, so SWAN currently pays the higher dividend yield.

Is VOO better than SWAN?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.