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Upturn AI SWOT - About
Amplify BlackSwan ISWN ETF (ISWN)
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Upturn Advisory Summary
10/24/2025: ISWN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 6.45% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.59 | 52 Weeks Range 17.37 - 20.59 | Updated Date 06/29/2025 |
52 Weeks Range 17.37 - 20.59 | Updated Date 06/29/2025 |
Upturn AI SWOT
Amplify BlackSwan ISWN ETF
ETF Overview
Overview
The Amplify BlackSwan ISWN ETF seeks capital appreciation by investing in a portfolio of U.S. equities while employing a hedging strategy designed to protect against significant market declines. It aims to provide positive returns in various market environments, including periods of market stress.
Reputation and Reliability
Amplify ETFs is known for creating innovative ETFs and is generally considered reliable, although their track record is shorter than some larger ETF providers.
Management Expertise
The management team has experience in options strategies and ETF management, offering a degree of confidence in the fund's execution.
Investment Objective
Goal
To provide capital appreciation while mitigating downside risk using an options-based hedging strategy.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but invests in U.S. equities and utilizes options to hedge against market downturns.
Composition The ETF's assets are primarily U.S. equities, with a portion allocated to options contracts for hedging purposes.
Market Position
Market Share: The ETF has a niche market share within the defined outcome or hedged equity category.
Total Net Assets (AUM): 71366457
Competitors
Key Competitors
- PBP
- QYLD
- XYLD
Competitive Landscape
The competitive landscape includes covered call ETFs, put-write ETFs, and other defined outcome strategies. ISWN distinguishes itself with its BlackSwan protection strategy, which may provide better downside mitigation than some competitors, but it may underperform in strong bull markets.
Financial Performance
Historical Performance: The ETF's performance will vary based on market conditions. Data needs to be pulled from a financial data provider.
Benchmark Comparison: The ETF's performance should be compared to both the S&P 500 and a benchmark representing similar hedged equity strategies.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
The average trading volume is moderate, suggesting adequate liquidity for most investors but may be thinner than more mainstream ETFs.
Bid-Ask Spread
The bid-ask spread can vary but is generally acceptable for an ETF of its size, but larger trades should be executed cautiously.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and overall market volatility can significantly impact the ETF's performance, particularly the effectiveness of its hedging strategy.
Growth Trajectory
Growth may be influenced by investor demand for downside protection and the perceived risk in the market.
Moat and Competitive Advantages
Competitive Edge
ISWN's competitive edge lies in its BlackSwan protection strategy, which aims to limit losses during severe market downturns. This approach distinguishes it from covered call ETFs, which provide income but limited downside protection. The ETF may be attractive to investors seeking to participate in market gains while maintaining a degree of safety. However, this strategy might lead to underperformance during bull markets compared to unhedged equity ETFs.
Risk Analysis
Volatility
Volatility will depend on the underlying equity market and the effectiveness of the hedging strategy.
Market Risk
The ETF is subject to market risk, particularly the risk that the hedging strategy may not fully protect against market declines, and it may underperform in strongly positive market conditions.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse and seeking capital appreciation with downside protection. It is suitable for investors who believe in the potential for market corrections and want to mitigate potential losses.
Market Risk
This ETF may be suitable for long-term investors seeking a balance between growth and downside protection.
Summary
The Amplify BlackSwan ISWN ETF offers a unique approach to equity investing by incorporating a hedging strategy designed to protect against significant market declines. It aims to provide positive returns in various market environments, but especially during periods of market stress. The ETF is suitable for risk-averse investors seeking to participate in equity market upside while mitigating potential downside risk. Its BlackSwan protection differentiates it from simpler covered call or dividend income strategies, potentially providing superior downside protection. However, investors should be aware that the hedging strategy may limit upside participation in strong bull markets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Amplify ETFs Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Amplify BlackSwan ISWN ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its net assets in the securities that comprise the index, which will primarily include U.S. Treasury securities and long-dated call options (LEAP Options) on the iShares MSCI EAFE ETF (EFA). The index seeks to provide returns by allocating approximately 10% of its index market capitalization to a portfolio of LEAP Options on EFA and approximately 90% of its index market capitalization in a portfolio of U.S. Treasury securities. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.