FLGV vs SAWS

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Quick Verdict

FLGV has a lower expense ratio. SAWS delivered stronger 1-year returns. SAWS offers more diversification with 71 holdings.

Side-by-Side Comparison

MetricFLGVSAWS
Fund FamilyFranklin Templeton Investments (US)Advisors Asset Management, Inc.
Expense Ratio0.09%0.55%
AUM$1.0B$6M
Dividend Yield3.99%0.02%
Holdings Count4871
Inception Date2020-06-092024-07-30
Investment StyleIntermediate Term US Government BondSmall Cap Growth
1-Month Return+0.10%+4.06%
YTD Return+0.15%+3.70%
1-Year Return+5.85%+8.69%
3-Year Return+2.58%-
5-Year Return-0.76%-
10-Year Return--
Buy Score7166
Momentum Score2861
Value Score6749

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, FLGV or SAWS?

FLGV has an expense ratio of 0.09% while SAWS charges 0.55%. FLGV is the cheaper option, saving you money on management fees over time.

Do FLGV and SAWS hold the same stocks?

FLGV 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, FLGV or SAWS?

Over the past year, FLGV returned +5.85% while SAWS returned +8.69%. SAWS outperformed over this period. Past performance does not guarantee future results.