IGBH vs SAWS
iShares Interest Rate Hedged Long-Term Corporate Bond ETF vs AAM Sawgrass US Small Cap Quality Growth ETF
Quick Verdict
IGBH has a lower expense ratio. SAWS delivered stronger 1-year returns. IGBH offers more diversification with 76 holdings.
Side-by-Side Comparison
| Metric | IGBH | SAWS | Winner |
|---|---|---|---|
| Expense Ratio | 0.14% | 0.55% | |
| AUM | $203M | $8M | |
| Dividend Yield | 5.68% | 0.02% | |
| Holdings | 4,130 | 72 | |
| YTD Return | +1.39% | +16.31% | |
| 1Y Return | +5.28% | +20.06% | |
| 3Y Return (annualized) | +7.45% | - | |
| 5Y Return (annualized) | +5.28% | - | |
| Volatility (annualized) | 7.5% | 18.3% | |
| Max Drawdown | -38.9% | -22.0% | |
| Fund Family | iShares by BlackRock (US) | Advisors Asset Management, Inc. | |
| Category | Fixed Income | Equity | |
| Inception | Jul 22, 2015 | Jul 30, 2024 |
IGBH vs SAWS Performance
iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) is a ETF from iShares by BlackRock (US) and AAM Sawgrass US Small Cap Quality Growth ETF (SAWS) is a ETF from Advisors Asset Management, Inc.. Over the past year IGBH returned +5.28% while SAWS returned +20.06%. Year to date, IGBH is up 1.39% 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 7.5% for IGBH. 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 -38.9% for IGBH 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 0.22. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IGBH charges 0.14% per year while SAWS charges 0.55%. On a $10,000 position that is $14 vs $55 annually, a gap of $41 per year that compounds over a long holding period. On income, IGBH currently yields 5.68% against 0.02% for SAWS.
Holdings Overlap
IGBH and SAWS share 0 holdings out of 147 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, IGBH or SAWS?
IGBH has an expense ratio of 0.14% while SAWS charges 0.55%. IGBH is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, IGBH or SAWS?
Over the past year IGBH returned +5.28% vs +20.06% for SAWS, so SAWS leads on 1-year performance. Over the longest common window we track (2 years), IGBH annualized +2.84% vs +13.54% for SAWS. Past performance does not guarantee future results.
Which is riskier, IGBH or SAWS?
SAWS has been the more volatile fund at 18.3% annualized versus 7.5% for IGBH. Worst drawdown: IGBH -38.9% vs SAWS -22.0%.
Should I hold both IGBH and SAWS?
IGBH and SAWS have a monthly-return correlation of 0.22, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IGBH and SAWS?
IGBH and SAWS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 147 unique securities.
Which pays a higher dividend, IGBH or SAWS?
IGBH yields 5.68% while SAWS yields 0.02%, so IGBH currently pays the higher dividend yield.
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