IG vs SAWS

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Quick Verdict

IG has a lower expense ratio. SAWS delivered stronger 1-year returns. IG offers more diversification with 231 holdings.

Side-by-Side Comparison

MetricIGSAWS
Fund FamilyPrincipal FundsAdvisors Asset Management, Inc.
Expense Ratio0.19%0.55%
AUM$166M$6M
Dividend Yield4.97%0.02%
Holdings Count23171
Inception Date2018-04-182024-07-30
Investment StyleLong Term Mid QualitySmall Cap Growth
1-Month Return+0.38%+4.06%
YTD Return+0.43%+3.70%
1-Year Return+7.39%+8.69%
3-Year Return+4.29%-
5-Year Return-0.34%-
10-Year Return--
Buy Score7066
Momentum Score3561
Value Score5849

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, IG or SAWS?

IG has an expense ratio of 0.19% while SAWS charges 0.55%. IG is the cheaper option, saving you money on management fees over time.

Do IG and SAWS hold the same stocks?

IG 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, IG or SAWS?

Over the past year, IG returned +7.39% while SAWS returned +8.69%. SAWS outperformed over this period. Past performance does not guarantee future results.