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 102 holdings.

Side-by-Side Comparison

MetricHUSVSAWS
Fund FamilyFirst Trust Portfolios (US)Advisors Asset Management, Inc.
Expense Ratio0.70%0.55%
AUM$75M$6M
Dividend Yield1.31%0.02%
Holdings Count10271
Inception Date2016-08-242024-07-30
Investment StyleLarge Cap BlendSmall Cap Growth
1-Month Return+1.97%+4.06%
YTD Return+2.44%+3.70%
1-Year Return+3.07%+8.69%
3-Year Return+7.82%-
5-Year Return+8.85%-
10-Year Return--
Buy Score6866
Momentum Score4661
Value Score4849

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, 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 0 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 +3.07% while SAWS returned +8.69%. SAWS outperformed over this period. Past performance does not guarantee future results.