IGBH vs SAWS

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Quick Verdict

IGBH has a lower expense ratio. SAWS delivered stronger 1-year returns. IGBH offers more diversification with 274 holdings.

Side-by-Side Comparison

MetricIGBHSAWS
Fund FamilyiShares by BlackRock (US)Advisors Asset Management, Inc.
Expense Ratio0.14%0.55%
AUM$174M$6M
Dividend Yield6.09%0.02%
Holdings Count27471
Inception Date2015-07-222024-07-30
Investment StyleUltrashort Term BondSmall Cap Growth
1-Month Return+0.89%+4.06%
YTD Return+0.85%+3.70%
1-Year Return+7.33%+8.69%
3-Year Return+7.78%-
5-Year Return+5.04%-
10-Year Return+4.61%-
Buy Score6066
Momentum Score4161
Value Score6349

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, IGBH or SAWS?

IGBH has an expense ratio of 0.14% while SAWS charges 0.55%. IGBH is the cheaper option, saving you money on management fees over time.

Do IGBH and SAWS hold the same stocks?

IGBH 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, IGBH or SAWS?

Over the past year, IGBH returned +7.33% while SAWS returned +8.69%. SAWS outperformed over this period. Past performance does not guarantee future results.