SAWS vs SPGM

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Quick Verdict

SPGM has a lower expense ratio. SPGM delivered stronger 1-year returns. SPGM offers more diversification with 2954 holdings.

Side-by-Side Comparison

MetricSAWSSPGM
Fund FamilyAdvisors Asset Management, Inc.SPDR State Street Global Advisors
Expense Ratio0.55%0.09%
AUM$6M$1.5B
Dividend Yield0.02%1.80%
Holdings Count712,954
Inception Date2024-07-302012-02-27
Investment StyleSmall Cap GrowthLarge Cap Blend
1-Month Return+4.06%+3.34%
YTD Return+3.70%+2.71%
1-Year Return+8.69%+23.81%
3-Year Return-+19.04%
5-Year Return-+12.35%
10-Year Return-+5.47%
Buy Score6676
Momentum Score6159
Value Score4971

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, 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 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, SAWS or SPGM?

Over the past year, SAWS returned +8.69% while SPGM returned +23.81%. SPGM outperformed over this period. Past performance does not guarantee future results.