HUSV vs SAWS

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Quick Verdict

SAWS has a lower expense ratio. SAWS delivered stronger 1-year returns. HUSV offers more diversification with 100 holdings.

Side-by-Side Comparison

MetricHUSVSAWS
Fund FamilyFirst Trust Portfolios (US)Advisors Asset Management, Inc.
Expense Ratio0.70%0.55%
AUM$75M$8M
Dividend Yield1.33%0.02%
Holdings Count10172
Inception Date2016-08-242024-07-30
Investment StyleLarge Cap BlendSmall Cap Growth
1-Month Return-0.51%-1.20%
YTD Return+1.38%+9.79%
1-Year Return-1.92%+19.00%
3-Year Return+8.85%-
5-Year Return+5.68%-
10-Year Return--
Buy Score5159
Momentum Score2761
Value Score57-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
171
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, HUSV or SAWS?

HUSV has an expense ratio of 0.70% while SAWS charges 0.55%. SAWS is the cheaper option, saving you money on management fees over time.

Do HUSV and SAWS hold the same stocks?

HUSV and SAWS share 0 common holdings with a 0.0% weight overlap. They hold 171 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, HUSV or SAWS?

Over the past year, HUSV returned -1.92% while SAWS returned +19.00%. SAWS outperformed over this period. Past performance does not guarantee future results.