FAAR vs SAWS

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Quick Verdict

SAWS has a lower expense ratio. FAAR 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$165M$6M
Dividend Yield10.44%0.02%
Holdings Count3071
Inception Date2016-05-182024-07-30
Investment StyleCommoditiesSmall Cap Growth
1-Month Return+3.07%+4.06%
YTD Return+11.28%+3.70%
1-Year Return+19.40%+8.69%
3-Year Return+6.43%-
5-Year Return+7.18%-
10-Year Return--
Buy Score6566
Momentum Score8661
Value Score5549

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, 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 0 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 +19.40% while SAWS returned +8.69%. FAAR outperformed over this period. Past performance does not guarantee future results.