FTCB vs SAWS

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Quick Verdict

SAWS has a lower expense ratio. SAWS delivered stronger 1-year returns. FTCB offers more diversification with 671 holdings.

Side-by-Side Comparison

MetricFTCBSAWS
Fund FamilyFirst Trust Portfolios (US)Advisors Asset Management, Inc.
Expense Ratio0.56%0.55%
AUM$2.2B$6M
Dividend Yield4.94%0.02%
Holdings Count67171
Inception Date2023-11-072024-07-30
Investment StyleInvestment Grade BondSmall Cap Growth
1-Month Return-0.05%+4.06%
YTD Return+0.00%+3.70%
1-Year Return+7.44%+8.69%
3-Year Return--
5-Year Return--
10-Year Return--
Buy Score5566
Momentum Score2961
Value Score5649

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, FTCB or SAWS?

FTCB has an expense ratio of 0.56% while SAWS charges 0.55%. SAWS is the cheaper option, saving you money on management fees over time.

Do FTCB and SAWS hold the same stocks?

FTCB 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, FTCB or SAWS?

Over the past year, FTCB returned +7.44% while SAWS returned +8.69%. SAWS outperformed over this period. Past performance does not guarantee future results.