AQLG vs SAWG

AQLG vs SAWG

Which is better, AQLG or SAWG?

SAWG costs less.

SAWG has a lower expense ratio. SAWG is less concentrated, with 30.3% of the fund in its ten largest positions against 35.8%.

Lower Fees: SAWGLess Concentrated: SAWG

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAQLGSAWG
Expense Ratio0.65%0.49%Best
AUM$74M$3M
Dividend Yield0.00%0.25%
Holdings2632,359
YTD Return+3.85%+12.35%Best
1Y Return-+11.16%
Top 10 Weight35.8%30.3%Best
Fund FamilyHighland Capital ManagementAdvisors Asset Management, Inc.
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionJun 8, 2026Jul 30, 2024

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

AQLG vs SAWG growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare AQLG against instead:AQLG vs SPYAQLG vs QQQAQLG vs VOOAQLG vs VTISAWG against:SAWG vs VXUS

AQLG vs SAWG Performance

HCM Large Cap Growth ETF (AQLG) is an ETF from Highland Capital Management and AAM Sawgrass US Large Cap Quality Growth ETF (SAWG) is an ETF from Advisors Asset Management, Inc.. Year to date, AQLG is up 3.85% versus a gain of 12.35% for SAWG.

Past performance does not guarantee future results.

Fees and Cost Over Time

AQLG charges 0.65% per year while SAWG charges 0.49%. On a $10,000 position that is $65 vs $49 annually, a gap of $16 per year that compounds over a long holding period. On income, AQLG currently yields 0.00% against 0.25% for SAWG.

Holdings Overlap

AQLG already in SAWG66.5%
SAWG already in AQLG48.1%

66.5% of AQLG's money is in holdings SAWG also owns. 48.1% of SAWG's money is in holdings AQLG also owns.

The two portfolios partly overlap.

85 positions in common, counted across the 129 positions we hold weights for in AQLG and 1,140 in SAWG, against full books of 263 and 2,359.

What only one of them owns

Our book lists 372 positions for SAWG that do not appear in our book for AQLG (26.0% of the fund), and 39 for AQLG that do not appear in SAWG (31.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in AQLGWeight in SAWGDifference
AAPLApple Inc5.53%5.90%0.37%
NVDANvidia Corp3.03%6.18%3.15%
MSFTMicrosoft Corp3.22%4.51%1.29%
GOOGLAlphabet Inc4.83%2.44%2.39%
AMZNAmazon.Com Inc2.73%2.95%0.22%
AVGOBroadcom Inc3.07%1.90%1.17%
MUMicron Technology, Inc.2.44%1.27%1.17%
GOOGAlphabet Inc. C1.74%1.92%0.18%
ABBVAbbvie Inc.2.82%0.57%2.25%
CCitigroup Inc.3.10%0.25%2.85%

66.5% of AQLG is already inside SAWG.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

AQLGSAWG

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Frequently Asked Questions

Which is cheaper, AQLG or SAWG?

AQLG has an expense ratio of 0.65% while SAWG charges 0.49%. SAWG is the cheaper option, by $16 a year on a $10,000 investment.

What is the holdings overlap between AQLG and SAWG?

66.5% of AQLG's money is in holdings SAWG also owns. 48.1% of SAWG's is in holdings AQLG also owns. They hold 85 positions in common, counted across the 129 positions we hold weights for in AQLG and 1,140 in SAWG.

Which pays a higher dividend, AQLG or SAWG?

AQLG yields 0.00% while SAWG yields 0.25%, so SAWG currently pays the higher dividend yield.

Is SAWG better than AQLG?

SAWG has a lower expense ratio. SAWG is less concentrated, with 30.3% of the fund in its ten largest positions against 35.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.