MAMTX vs. SWAN
Compare and contrast key facts about Blackrock Strategic Municipal Opportunities Fund Of Blackrock Municipal Series Trust (MAMTX) and Amplify BlackSwan Growth & Treasury Core ETF (SWAN).
MAMTX is managed by Blackrock. It was launched on Oct 30, 1988. SWAN is a passively managed fund by Amplify Investments that tracks the performance of the S-Network BlackSwan Core Index. It was launched on Nov 6, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MAMTX or SWAN.
Key characteristics
| MAMTX | SWAN | |
|---|---|---|
| YTD Return | 4.15% | 14.92% |
| 1Y Return | 9.90% | 24.68% |
| 3Y Return (Ann) | -0.74% | -1.50% |
| 5Y Return (Ann) | 0.76% | 4.40% |
| Sharpe Ratio | 2.18 | 1.99 |
| Daily Std Dev | 4.50% | 12.08% |
| Max Drawdown | -16.76% | -31.04% |
| Current Drawdown | -3.24% | -7.67% |
Correlation
The correlation between MAMTX and SWAN is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MAMTX vs. SWAN - Performance Comparison
In the year-to-date period, MAMTX achieves a 4.15% return, which is significantly lower than SWAN's 14.92% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MAMTX vs. SWAN - Expense Ratio Comparison
MAMTX has a 0.55% expense ratio, which is higher than SWAN's 0.49% expense ratio.
Risk-Adjusted Performance
MAMTX vs. SWAN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackrock Strategic Municipal Opportunities Fund Of Blackrock Municipal Series Trust (MAMTX) and Amplify BlackSwan Growth & Treasury Core ETF (SWAN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
MAMTX vs. SWAN - Dividend Comparison
MAMTX's dividend yield for the trailing twelve months is around 3.38%, more than SWAN's 2.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAMTX Blackrock Strategic Municipal Opportunities Fund Of Blackrock Municipal Series Trust | 3.38% | 2.96% | 2.63% | 1.98% | 2.38% | 1.54% | 4.74% | 2.89% | 3.91% | 2.85% | 3.04% | 3.88% |
SWAN Amplify BlackSwan Growth & Treasury Core ETF | 2.60% | 2.98% | 2.12% | 5.04% | 1.64% | 3.69% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MAMTX vs. SWAN - Drawdown Comparison
The maximum MAMTX drawdown since its inception was -16.76%, smaller than the maximum SWAN drawdown of -31.04%. Use the drawdown chart below to compare losses from any high point for MAMTX and SWAN. For additional features, visit the drawdowns tool.
Volatility
MAMTX vs. SWAN - Volatility Comparison
The current volatility for Blackrock Strategic Municipal Opportunities Fund Of Blackrock Municipal Series Trust (MAMTX) is 0.62%, while Amplify BlackSwan Growth & Treasury Core ETF (SWAN) has a volatility of 3.04%. This indicates that MAMTX experiences smaller price fluctuations and is considered to be less risky than SWAN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.