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 182 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
252
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 252 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.