HCOM 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

MetricHCOMSAWSWinner
Expense Ratio0.59%0.55%
AUM$9M$8M
Dividend Yield10.95%0.02%
Holdings5572
YTD Return+0.71%+16.18%
1Y Return-4.90%+25.78%
3Y Return (annualized)-6.95%-
5Y Return (annualized)--
Volatility (annualized)14.7%18.3%
Max Drawdown-28.8%-22.0%
Fund FamilyHartford FundsAdvisors Asset Management, Inc.
CategoryCommodityEquity
InceptionSep 14, 2021Jul 30, 2024

HCOM vs SAWS Performance

Hartford Schroders Commodity Strategy ETF (HCOM) is a ETF from Hartford Funds and AAM Sawgrass US Small Cap Quality Growth ETF (SAWS) is a ETF from Advisors Asset Management, Inc.. Over the past year HCOM returned -4.90% while SAWS returned +25.78%. Year to date, HCOM is up 0.71% 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 14.7% for HCOM. 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 -28.8% for HCOM and -22.0% for SAWS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

HCOM charges 0.59% per year while SAWS charges 0.55%. On a $10,000 position that is $59 vs $55 annually, a gap of $4 per year that compounds over a long holding period. On income, HCOM currently yields 10.95% against 0.02% for SAWS.

Frequently Asked Questions

Which is cheaper, HCOM or SAWS?

HCOM has an expense ratio of 0.59% while SAWS charges 0.55%. SAWS is the cheaper option. On a $10,000 investment, that is $4 per year of difference.

Which performed better, HCOM or SAWS?

Over the past year HCOM returned -4.90% vs +25.78% for SAWS, so SAWS leads on 1-year performance. Over the longest common window we track (2 years), HCOM annualized +0.68% vs +13.57% for SAWS. Past performance does not guarantee future results.

Which is riskier, HCOM or SAWS?

SAWS has been the more volatile fund at 18.3% annualized versus 14.7% for HCOM. Worst drawdown: HCOM -28.8% vs SAWS -22.0%.

Which pays a higher dividend, HCOM or SAWS?

HCOM yields 10.95% while SAWS yields 0.02%, so HCOM currently pays the higher dividend yield.

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