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 127 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
197
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 197 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.