GTOS vs SAWS

vs

Quick Verdict

GTOS has a lower expense ratio. SAWS delivered stronger 1-year returns. GTOS offers more diversification with 280 holdings.

Side-by-Side Comparison

MetricGTOSSAWS
Fund FamilyInvesco (US)Advisors Asset Management, Inc.
Expense Ratio0.30%0.55%
AUM$119M$6M
Dividend Yield4.73%0.02%
Holdings Count50871
Inception Date2022-12-092024-07-30
Investment StyleShort Term High Yield BondSmall Cap Growth
1-Month Return+0.09%+4.06%
YTD Return+0.04%+3.70%
1-Year Return+5.29%+8.69%
3-Year Return+4.99%-
5-Year Return--
10-Year Return--
Buy Score5266
Momentum Score2661
Value Score-49

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
350
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, GTOS or SAWS?

GTOS has an expense ratio of 0.30% while SAWS charges 0.55%. GTOS is the cheaper option, saving you money on management fees over time.

Do GTOS and SAWS hold the same stocks?

GTOS and SAWS share 0 common holdings with a 0.0% weight overlap. They hold 350 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, GTOS or SAWS?

Over the past year, GTOS returned +5.29% while SAWS returned +8.69%. SAWS outperformed over this period. Past performance does not guarantee future results.