KF vs SAWS
The Korea Fund, Inc. vs AAM Sawgrass US Small Cap Quality Growth ETF
Quick Verdict
KF delivered stronger 1-year returns. SAWS offers more diversification with 71 holdings.
Side-by-Side Comparison
| Metric | KF | SAWS | Winner |
|---|---|---|---|
| Expense Ratio | - | 0.55% | |
| AUM | $285M | $8M | |
| Dividend Yield | 1.57% | 0.02% | |
| Holdings | 52 | 72 | |
| YTD Return | +55.19% | +16.18% | |
| 1Y Return | +121.76% | +25.78% | |
| 3Y Return (annualized) | +40.09% | - | |
| 5Y Return (annualized) | +15.19% | - | |
| Volatility (annualized) | 43.4% | 18.3% | |
| Max Drawdown | -77.0% | -22.0% | |
| Fund Family | The Korea Fund, Inc. (KF) | Advisors Asset Management, Inc. | |
| Category | Equity | Equity | |
| Inception | Aug 29, 1984 | Jul 30, 2024 |
KF vs SAWS Performance
The Korea Fund, Inc. (KF) is a ETF from The Korea Fund, Inc. (KF) and AAM Sawgrass US Small Cap Quality Growth ETF (SAWS) is a ETF from Advisors Asset Management, Inc.. Over the past year KF returned +121.76% while SAWS returned +25.78%. Year to date, KF is up 55.19% versus a gain of 16.18% for SAWS.
Risk: Volatility and Drawdowns
KF has been the more volatile fund, with annualized monthly volatility of 43.4% compared with 18.3% for SAWS. 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 -77.0% for KF 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 0.39. They move independently enough that combining them can meaningfully diversify a portfolio.
Holdings Overlap
KF and SAWS share 0 holdings out of 120 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which performed better, KF or SAWS?
Over the past year KF returned +121.76% vs +25.78% for SAWS, so KF leads on 1-year performance. Over the longest common window we track (2 years), KF annualized +16.27% vs +13.57% for SAWS. Past performance does not guarantee future results.
Which is riskier, KF or SAWS?
KF has been the more volatile fund at 43.4% annualized versus 18.3% for SAWS. Worst drawdown: KF -77.0% vs SAWS -22.0%.
Should I hold both KF and SAWS?
KF and SAWS have a monthly-return correlation of 0.39, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between KF and SAWS?
KF and SAWS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 120 unique securities.
Which pays a higher dividend, KF or SAWS?
KF yields 1.57% while SAWS yields 0.02%, so KF currently pays the higher dividend yield.
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