HCOM vs SAWS

vs

Quick Verdict

SAWS has a lower expense ratio. SAWS delivered stronger 1-year returns. SAWS offers more diversification with 71 holdings.

Side-by-Side Comparison

MetricHCOMSAWS
Fund FamilyHartford FundsAdvisors Asset Management, Inc.
Expense Ratio0.59%0.55%
AUM$9M$6M
Dividend Yield10.95%0.02%
Holdings Count5571
Inception Date2021-09-142024-07-30
Investment StyleCommoditiesSmall Cap Growth
1-Month Return-1.05%+4.06%
YTD Return+4.57%+3.70%
1-Year Return+2.31%+8.69%
3-Year Return-5.19%-
5-Year Return--
10-Year Return--
Buy Score6066
Momentum Score5561
Value Score6549

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, HCOM or SAWS?

HCOM has an expense ratio of 0.59% while SAWS charges 0.55%. SAWS is the cheaper option, saving you money on management fees over time.

Do HCOM and SAWS hold the same stocks?

HCOM 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, HCOM or SAWS?

Over the past year, HCOM returned +2.31% while SAWS returned +8.69%. SAWS outperformed over this period. Past performance does not guarantee future results.