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 772 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 Score7961
Value Score5349

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, 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 0 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.