ELCV vs SAWS

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Quick Verdict

ELCV has a lower expense ratio. ELCV delivered stronger 1-year returns. SAWS offers more diversification with 71 holdings.

Side-by-Side Comparison

MetricELCVSAWS
Fund FamilyEventideAdvisors Asset Management, Inc.
Expense Ratio0.49%0.55%
AUM$254M$8M
Dividend Yield2.06%0.02%
Holdings Count4772
Inception Date2024-09-302024-07-30
Investment StyleLarge Cap ValueSmall Cap Growth
1-Month Return+4.88%+11.92%
YTD Return+23.23%+22.88%
1-Year Return+32.26%+32.24%
3-Year Return--
5-Year Return--
10-Year Return--
Buy Score7770
Momentum Score9089
Value Score--

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
117
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ELCV or SAWS?

ELCV has an expense ratio of 0.49% while SAWS charges 0.55%. ELCV is the cheaper option, saving you money on management fees over time.

Do ELCV and SAWS hold the same stocks?

ELCV and SAWS share 0 common holdings with a 0.0% weight overlap. They hold 117 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ELCV or SAWS?

Over the past year, ELCV returned +32.26% while SAWS returned +32.24%. ELCV outperformed over this period. Past performance does not guarantee future results.