CGW vs SAWS

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Quick Verdict

SAWS has a lower expense ratio. SAWS delivered stronger 1-year returns. SAWS offers more diversification with 72 holdings.

Side-by-Side Comparison

MetricCGWSAWS
Fund FamilyInvesco (US)Advisors Asset Management, Inc.
Expense Ratio0.58%0.55%
AUM$1.0B$8M
Dividend Yield1.52%0.02%
Holdings Count8272
Inception Date2007-05-142024-07-30
Investment StyleMid Cap BlendSmall Cap Growth
1-Month Return+5.03%+11.92%
YTD Return+3.29%+22.88%
1-Year Return+6.67%+32.24%
3-Year Return+9.93%-
5-Year Return+5.67%-
10-Year Return+9.87%-
Buy Score6170
Momentum Score3989
Value Score70-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
68
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, CGW or SAWS?

CGW has an expense ratio of 0.58% while SAWS charges 0.55%. SAWS is the cheaper option, saving you money on management fees over time.

Do CGW and SAWS hold the same stocks?

CGW and SAWS share 0 common holdings with a 0.0% weight overlap. They hold 68 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, CGW or SAWS?

Over the past year, CGW returned +6.67% while SAWS returned +32.24%. SAWS outperformed over this period. Past performance does not guarantee future results.