HUSV vs SAWS
First Trust Horizon Managed Volatility Domestic ETF vs AAM Sawgrass US Small Cap Quality Growth ETF
Quick Verdict
SAWS has a lower expense ratio. SAWS delivered stronger 1-year returns. HUSV offers more diversification with 101 holdings.
Side-by-Side Comparison
| Metric | HUSV | SAWS | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.55% | |
| AUM | $74M | $8M | |
| Dividend Yield | 1.37% | 0.02% | |
| Holdings | 101 | 72 | |
| YTD Return | +8.25% | +15.39% | |
| 1Y Return | +5.40% | +22.34% | |
| 3Y Return (annualized) | +9.76% | - | |
| 5Y Return (annualized) | +6.11% | - | |
| Volatility (annualized) | 13.2% | 18.4% | |
| Max Drawdown | -35.7% | -22.0% | |
| Fund Family | First Trust Portfolios (US) | Advisors Asset Management, Inc. | |
| Category | Equity | Equity | |
| Inception | Aug 24, 2016 | Jul 30, 2024 |
HUSV vs SAWS Performance
First Trust Horizon Managed Volatility Domestic ETF (HUSV) 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 HUSV returned +5.40% while SAWS returned +22.34%. Year to date, HUSV is up 8.25% versus a gain of 15.39% for SAWS.
Risk: Volatility and Drawdowns
SAWS has been the more volatile fund, with annualized monthly volatility of 18.4% compared with 13.2% for HUSV. 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 -35.7% for HUSV 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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HUSV charges 0.70% per year while SAWS charges 0.55%. On a $10,000 position that is $70 vs $55 annually, a gap of $15 per year that compounds over a long holding period. On income, HUSV currently yields 1.37% against 0.02% for SAWS.
Holdings Overlap
HUSV and SAWS share 0 holdings out of 172 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, HUSV or SAWS?
HUSV has an expense ratio of 0.70% while SAWS charges 0.55%. SAWS is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, HUSV or SAWS?
Over the past year HUSV returned +5.40% vs +22.34% for SAWS, so SAWS leads on 1-year performance. Over the longest common window we track (2 years), HUSV annualized +8.48% vs +13.13% for SAWS. Past performance does not guarantee future results.
Which is riskier, HUSV or SAWS?
SAWS has been the more volatile fund at 18.4% annualized versus 13.2% for HUSV. Worst drawdown: HUSV -35.7% vs SAWS -22.0%.
Should I hold both HUSV and SAWS?
HUSV and SAWS have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HUSV and SAWS?
HUSV and SAWS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 172 unique securities.
Which pays a higher dividend, HUSV or SAWS?
HUSV yields 1.37% while SAWS yields 0.02%, so HUSV currently pays the higher dividend yield.
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