ETFs › SWAN

Amplify BlackSwan Growth & Treasury Core ETF (SWAN)

risk-managed options-strategy treasury-bonds

SWAN offers a unique blend of equity upside potential and downside protection by allocating 90% to US Treasuries and 10% to LEAP options on the S&P 500. This strategy aims to participate in equity market gains while providing a cushion during market downturns. It may attract risk-averse investors seeking growth with a safety net.

Key Info

AUM $433.4M
Expense Ratio 0.49%
Inception Date November 6, 2018
Distribution Frequency Quarterly
Weighting Method Fixed Allocation
Number of Holdings 7
Tracking Index S-Network BlackSwan Core Total Return Index

See Also

QRMI PPUT TAIL

Last updated: September 11, 2024