FAAR 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 71 holdings.

Side-by-Side Comparison

MetricFAARSAWS
Fund FamilyFirst Trust Portfolios (US)Advisors Asset Management, Inc.
Expense Ratio0.97%0.55%
AUM$187M$8M
Dividend Yield9.75%0.02%
Holdings Count672
Inception Date2016-05-182024-07-30
Investment StyleCommoditiesSmall Cap Growth
1-Month Return-6.77%+11.92%
YTD Return+16.29%+22.88%
1-Year Return+25.83%+32.24%
3-Year Return+9.62%-
5-Year Return+6.99%-
10-Year Return+4.39%-
Buy Score7570
Momentum Score7789
Value Score56-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
72
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FAAR or SAWS?

FAAR has an expense ratio of 0.97% while SAWS charges 0.55%. SAWS is the cheaper option, saving you money on management fees over time.

Do FAAR and SAWS hold the same stocks?

FAAR and SAWS share 0 common holdings with a 0.0% weight overlap. They hold 72 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FAAR or SAWS?

Over the past year, FAAR returned +25.83% while SAWS returned +32.24%. SAWS outperformed over this period. Past performance does not guarantee future results.