FTGS vs SAWS

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Quick Verdict

SAWS has a lower expense ratio. FTGS delivered stronger 1-year returns. SAWS offers more diversification with 70 holdings.

Side-by-Side Comparison

MetricFTGSSAWS
Fund FamilyFirst Trust Portfolios (US)Advisors Asset Management, Inc.
Expense Ratio0.60%0.55%
AUM$1.2B$6M
Dividend Yield0.16%0.02%
Holdings Count5171
Inception Date2022-10-252024-07-30
Investment StyleLarge Cap GrowthSmall Cap Growth
1-Month Return+1.50%+4.06%
YTD Return+1.44%+3.70%
1-Year Return+10.72%+8.69%
3-Year Return+18.08%-
5-Year Return--
10-Year Return--
Buy Score7166
Momentum Score4761
Value Score6649

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
120
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FTGS or SAWS?

FTGS has an expense ratio of 0.60% while SAWS charges 0.55%. SAWS is the cheaper option, saving you money on management fees over time.

Do FTGS and SAWS hold the same stocks?

FTGS and SAWS share 0 common holdings with a 0.0% weight overlap. They hold 120 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FTGS or SAWS?

Over the past year, FTGS returned +10.72% while SAWS returned +8.69%. FTGS outperformed over this period. Past performance does not guarantee future results.