AWF vs SAWS

vs

Quick Verdict

SAWS has a lower expense ratio. SAWS delivered stronger 1-year returns. AWF offers more diversification with 707 holdings.

Side-by-Side Comparison

MetricAWFSAWS
Fund FamilyAllianceBernstein L.P.Advisors Asset Management, Inc.
Expense Ratio1.00%0.55%
AUM$975M$8M
Dividend Yield6.92%0.02%
Holdings Count1,27372
Inception Date1993-07-282024-07-30
Investment StyleHigh Yield BondSmall Cap Growth
1-Month Return+0.31%+11.92%
YTD Return+2.45%+22.88%
1-Year Return+6.85%+32.24%
3-Year Return+9.87%-
5-Year Return+4.43%-
10-Year Return+8.63%-
Buy Score6370
Momentum Score3889
Value Score53-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
778
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, AWF or SAWS?

AWF has an expense ratio of 1.00% while SAWS charges 0.55%. SAWS is the cheaper option, saving you money on management fees over time.

Do AWF and SAWS hold the same stocks?

AWF and SAWS share 0 common holdings with a 0.0% weight overlap. They hold 778 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AWF or SAWS?

Over the past year, AWF returned +6.85% while SAWS returned +32.24%. SAWS outperformed over this period. Past performance does not guarantee future results.