FQAL vs SAWS

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Quick Verdict

FQAL has a lower expense ratio. FQAL delivered stronger 1-year returns. FQAL offers more diversification with 130 holdings.

Side-by-Side Comparison

MetricFQALSAWS
Fund FamilyFidelity Investments (US)Advisors Asset Management, Inc.
Expense Ratio0.15%0.55%
AUM$1.2B$6M
Dividend Yield1.10%0.02%
Holdings Count13071
Inception Date2016-09-122024-07-30
Investment StyleLarge Cap BlendSmall Cap Growth
1-Month Return+1.52%+4.06%
YTD Return+1.40%+3.70%
1-Year Return+15.18%+8.69%
3-Year Return+19.11%-
5-Year Return+14.01%-
10-Year Return--
Buy Score7466
Momentum Score4961
Value Score7449

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, FQAL or SAWS?

FQAL has an expense ratio of 0.15% while SAWS charges 0.55%. FQAL is the cheaper option, saving you money on management fees over time.

Do FQAL and SAWS hold the same stocks?

FQAL 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, FQAL or SAWS?

Over the past year, FQAL returned +15.18% while SAWS returned +8.69%. FQAL outperformed over this period. Past performance does not guarantee future results.