FLGV vs SAWS

Quick Verdict

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

Lower Fees: FLGVHigher Returns: SAWSMore Diversified: SAWS

Side-by-Side Comparison

MetricFLGVSAWSWinner
Expense Ratio0.09%0.55%
AUM$1.0B$8M
Dividend Yield4.11%0.02%
Holdings4772
YTD Return-0.70%+16.31%
1Y Return+1.42%+20.06%
3Y Return (annualized)+3.30%-
5Y Return (annualized)-0.55%-
Volatility (annualized)5.0%18.3%
Max Drawdown-18.4%-22.0%
Fund FamilyFranklin Templeton Investments (US)Advisors Asset Management, Inc.
CategoryFixed IncomeEquity
InceptionJun 9, 2020Jul 30, 2024

FLGV vs SAWS Performance

Franklin US Treasury Bond ETF (FLGV) is a ETF from Franklin Templeton Investments (US) and AAM Sawgrass US Small Cap Quality Growth ETF (SAWS) is a ETF from Advisors Asset Management, Inc.. Over the past year FLGV returned +1.42% while SAWS returned +20.06%. Year to date, FLGV is down 0.70% versus a gain of 16.31% for SAWS.

Risk: Volatility and Drawdowns

SAWS has been the more volatile fund, with annualized monthly volatility of 18.3% compared with 5.0% for FLGV. 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 -18.4% for FLGV 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 0.35. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FLGV charges 0.09% per year while SAWS charges 0.55%. On a $10,000 position that is $9 vs $55 annually, a gap of $46 per year that compounds over a long holding period. On income, FLGV currently yields 4.11% against 0.02% for SAWS.

Holdings Overlap

0.0%overlap

FLGV and SAWS share 0 holdings out of 112 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, FLGV or SAWS?

FLGV has an expense ratio of 0.09% while SAWS charges 0.55%. FLGV is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

Which performed better, FLGV or SAWS?

Over the past year FLGV returned +1.42% vs +20.06% for SAWS, so SAWS leads on 1-year performance. Over the longest common window we track (2 years), FLGV annualized -0.94% vs +13.54% for SAWS. Past performance does not guarantee future results.

Which is riskier, FLGV or SAWS?

SAWS has been the more volatile fund at 18.3% annualized versus 5.0% for FLGV. Worst drawdown: FLGV -18.4% vs SAWS -22.0%.

Should I hold both FLGV and SAWS?

FLGV and SAWS have a monthly-return correlation of 0.35, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FLGV and SAWS?

FLGV and SAWS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 112 unique securities.

Which pays a higher dividend, FLGV or SAWS?

FLGV yields 4.11% while SAWS yields 0.02%, so FLGV currently pays the higher dividend yield.

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