ELCV vs SAWS

vs

Quick Verdict

ELCV has a lower expense ratio. SAWS offers more diversification with 71 holdings.

Side-by-Side Comparison

MetricELCVSAWS
Fund FamilyEventideAdvisors Asset Management, Inc.
Expense Ratio0.49%0.55%
AUM$167M$6M
Dividend Yield2.08%0.02%
Holdings Count4771
Inception Date2024-09-302024-07-30
Investment StyleLarge Cap BlendSmall Cap Growth
1-Month Return+5.84%+4.06%
YTD Return+4.34%+3.70%
1-Year Return-+8.69%
3-Year Return--
5-Year Return--
10-Year Return--
Buy Score6566
Momentum Score7361
Value Score4649

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

Loading chart...

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 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ELCV or SAWS?

Historical return data is not currently available for comparison.