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.
Correlation
The correlation between MAMTX and SWAN is 0.11, 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
Key characteristics
MAMTX:
0.14
SWAN:
0.95
MAMTX:
0.23
SWAN:
1.39
MAMTX:
1.04
SWAN:
1.17
MAMTX:
0.11
SWAN:
0.55
MAMTX:
0.57
SWAN:
3.13
MAMTX:
1.68%
SWAN:
3.56%
MAMTX:
6.94%
SWAN:
11.69%
MAMTX:
-16.76%
SWAN:
-31.04%
MAMTX:
-6.41%
SWAN:
-10.30%
Returns By Period
In the year-to-date period, MAMTX achieves a -2.44% return, which is significantly lower than SWAN's -1.56% return.
MAMTX
-2.44%
-1.42%
-1.73%
1.25%
2.02%
1.71%
SWAN
-1.56%
0.23%
-2.75%
10.89%
2.03%
N/A
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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 Rank
MAMTX
SWAN
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 3.81%, more than SWAN's 2.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAMTX Blackrock Strategic Municipal Opportunities Fund Of Blackrock Municipal Series Trust | 3.81% | 3.60% | 2.96% | 2.64% | 2.01% | 2.39% | 2.71% | 3.02% | 2.89% | 2.59% | 2.85% | 2.72% |
SWAN Amplify BlackSwan Growth & Treasury Core ETF | 2.71% | 2.54% | 2.97% | 2.11% | 5.04% | 1.64% | 3.69% | 0.29% | 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
Blackrock Strategic Municipal Opportunities Fund Of Blackrock Municipal Series Trust (MAMTX) has a higher volatility of 5.51% compared to Amplify BlackSwan Growth & Treasury Core ETF (SWAN) at 4.60%. This indicates that MAMTX's price experiences larger fluctuations and is considered to be riskier than SWAN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.