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 71 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
0
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 0 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.