FAAR vs SAWS

Quick Verdict

SAWS has a lower expense ratio. SAWS delivered stronger 1-year returns. SAWS offers more diversification with 71 holdings.

Lower Fees: SAWSHigher Returns: SAWSMore Diversified: SAWS

Side-by-Side Comparison

MetricFAARSAWSWinner
Expense Ratio0.97%0.55%
AUM$191M$8M
Dividend Yield9.19%0.02%
Holdings672
YTD Return+13.94%+16.18%
1Y Return+19.26%+25.78%
3Y Return (annualized)+8.78%-
5Y Return (annualized)+7.33%-
Volatility (annualized)9.2%18.3%
Max Drawdown-18.8%-22.0%
Fund FamilyFirst Trust Portfolios (US)Advisors Asset Management, Inc.
CategoryCommodityEquity
InceptionMay 18, 2016Jul 30, 2024

FAAR vs SAWS Performance

First Trust Alternative Absolute Return Strategy ETF (FAAR) is a ETF from First Trust Portfolios (US) and AAM Sawgrass US Small Cap Quality Growth ETF (SAWS) is a ETF from Advisors Asset Management, Inc.. Over the past year FAAR returned +19.26% while SAWS returned +25.78%. Year to date, FAAR is up 13.94% versus a gain of 16.18% for SAWS.

Risk: Volatility and Drawdowns

SAWS has been the more volatile fund, with annualized monthly volatility of 18.3% compared with 9.2% for FAAR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -18.8% for FAAR and -22.0% for SAWS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.20. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FAAR charges 0.97% per year while SAWS charges 0.55%. On a $10,000 position that is $97 vs $55 annually, a gap of $42 per year that compounds over a long holding period. On income, FAAR currently yields 9.19% against 0.02% for SAWS.

Holdings Overlap

0.0%overlap

FAAR and SAWS share 0 holdings out of 72 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, FAAR or SAWS?

FAAR has an expense ratio of 0.97% while SAWS charges 0.55%. SAWS is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, FAAR or SAWS?

Over the past year FAAR returned +19.26% vs +25.78% for SAWS, so SAWS leads on 1-year performance. Over the longest common window we track (2 years), FAAR annualized +3.32% vs +13.57% for SAWS. Past performance does not guarantee future results.

Which is riskier, FAAR or SAWS?

SAWS has been the more volatile fund at 18.3% annualized versus 9.2% for FAAR. Worst drawdown: FAAR -18.8% vs SAWS -22.0%.

Should I hold both FAAR and SAWS?

FAAR and SAWS have a monthly-return correlation of -0.20, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FAAR and SAWS?

FAAR and SAWS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 72 unique securities.

Which pays a higher dividend, FAAR or SAWS?

FAAR yields 9.19% while SAWS yields 0.02%, so FAAR currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →