FQAL vs SAWS

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Quick Verdict

FQAL has a lower expense ratio. SAWS delivered stronger 1-year returns. FQAL offers more diversification with 124 holdings.

Side-by-Side Comparison

MetricFQALSAWS
Fund FamilyFidelity Investments (US)Advisors Asset Management, Inc.
Expense Ratio0.15%0.55%
AUM$1.4B$8M
Dividend Yield1.17%0.02%
Holdings Count12972
Inception Date2016-09-122024-07-30
Investment StyleLarge Cap BlendSmall Cap Growth
1-Month Return+0.04%+11.92%
YTD Return+7.80%+22.88%
1-Year Return+17.86%+32.24%
3-Year Return+18.53%-
5-Year Return+11.89%-
10-Year Return--
Buy Score6970
Momentum Score5689
Value Score73-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
195
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 195 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 +17.86% while SAWS returned +32.24%. SAWS outperformed over this period. Past performance does not guarantee future results.