FFLV vs SAWS

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Quick Verdict

FFLV has a lower expense ratio. FFLV delivered stronger 1-year returns. FFLV offers more diversification with 132 holdings.

Side-by-Side Comparison

MetricFFLVSAWS
Fund FamilyFidelity Investments (US)Advisors Asset Management, Inc.
Expense Ratio0.38%0.55%
AUM$16M$6M
Dividend Yield1.49%0.02%
Holdings Count13271
Inception Date2024-02-092024-07-30
Investment StyleLarge Cap ValueSmall Cap Growth
1-Month Return+3.54%+4.06%
YTD Return+6.77%+3.70%
1-Year Return+20.71%+8.69%
3-Year Return--
5-Year Return--
10-Year Return--
Buy Score6666
Momentum Score7961
Value Score-49

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, FFLV or SAWS?

FFLV has an expense ratio of 0.38% while SAWS charges 0.55%. FFLV is the cheaper option, saving you money on management fees over time.

Do FFLV and SAWS hold the same stocks?

FFLV 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, FFLV or SAWS?

Over the past year, FFLV returned +20.71% while SAWS returned +8.69%. FFLV outperformed over this period. Past performance does not guarantee future results.