CGW vs SAWS

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Quick Verdict

SAWS has a lower expense ratio. CGW delivered stronger 1-year returns. CGW offers more diversification with 77 holdings.

Side-by-Side Comparison

MetricCGWSAWS
Fund FamilyInvesco (US)Advisors Asset Management, Inc.
Expense Ratio0.59%0.55%
AUM$1.0B$6M
Dividend Yield1.45%0.02%
Holdings Count7771
Inception Date2007-05-142024-07-30
Investment StyleMid Cap BlendSmall Cap Growth
1-Month Return+4.39%+4.06%
YTD Return+7.98%+3.70%
1-Year Return+23.15%+8.69%
3-Year Return+12.85%-
5-Year Return+8.95%-
10-Year Return+11.62%-
Buy Score8166
Momentum Score8361
Value Score5249

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, CGW or SAWS?

CGW has an expense ratio of 0.59% 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 0 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 +23.15% while SAWS returned +8.69%. CGW outperformed over this period. Past performance does not guarantee future results.