SAWS vs SPGM

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Quick Verdict

SPGM has a lower expense ratio. SAWS delivered stronger 1-year returns. SPGM offers more diversification with 2843 holdings.

Side-by-Side Comparison

MetricSAWSSPGM
Fund FamilyAdvisors Asset Management, Inc.SPDR State Street Global Advisors
Expense Ratio0.55%0.09%
AUM$8M$1.8B
Dividend Yield0.02%1.80%
Holdings Count722,985
Inception Date2024-07-302012-02-27
Investment StyleSmall Cap GrowthLarge Cap Blend
1-Month Return+11.92%-0.57%
YTD Return+22.88%+11.62%
1-Year Return+32.24%+26.38%
3-Year Return-+20.15%
5-Year Return-+11.37%
10-Year Return-+5.53%
Buy Score7077
Momentum Score8969
Value Score-66

Holdings Overlap

0.1%
Weight Overlap
19
Shared Holdings
2895
Total Unique

Top Shared Holdings

TickerSAWS WeightSPGM Weight
HURN2.61%0.00%
KTOS1.83%0.01%
UPWK1.83%0.00%
ENVA1.80%0.00%
NMIH1.62%0.00%
DGII1.28%0.00%
ADMA1.26%0.00%
YOU1.22%0.00%
MCRI1.08%0.01%
TPB1.05%0.01%

Sector Allocation

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Frequently Asked Questions

Which has lower fees, SAWS or SPGM?

SAWS has an expense ratio of 0.55% while SPGM charges 0.09%. SPGM is the cheaper option, saving you money on management fees over time.

Do SAWS and SPGM hold the same stocks?

SAWS and SPGM share 19 common holdings with a 0.1% weight overlap. They hold 2895 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, SAWS or SPGM?

Over the past year, SAWS returned +32.24% while SPGM returned +26.38%. SAWS outperformed over this period. Past performance does not guarantee future results.