MFEM vs SAWS

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Quick Verdict

MFEM has a lower expense ratio. MFEM delivered stronger 1-year returns. MFEM offers more diversification with 693 holdings.

Side-by-Side Comparison

MetricMFEMSAWS
Fund FamilyPIMCO (US)Advisors Asset Management, Inc.
Expense Ratio0.49%0.55%
AUM$127M$6M
Dividend Yield2.32%0.02%
Holdings Count77271
Inception Date2017-08-312024-07-30
Investment StyleLarge Cap ValueSmall Cap Growth
1-Month Return+9.42%+4.06%
YTD Return+7.98%+3.70%
1-Year Return+37.08%+8.69%
3-Year Return+15.74%-
5-Year Return+7.46%-
10-Year Return--
Buy Score6866
Momentum Score7559
Value Score53-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
763
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, MFEM or SAWS?

MFEM has an expense ratio of 0.49% while SAWS charges 0.55%. MFEM is the cheaper option, saving you money on management fees over time.

Do MFEM and SAWS hold the same stocks?

MFEM and SAWS share 0 common holdings with a 0.0% weight overlap. They hold 763 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, MFEM or SAWS?

Over the past year, MFEM returned +37.08% while SAWS returned +8.69%. MFEM outperformed over this period. Past performance does not guarantee future results.