SAWG vs VOO

SAWG vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricSAWGVOOWinner
Expense Ratio0.49%0.03%
AUM$3M$997.4B
Dividend Yield0.25%1.08%
Holdings45509
YTD Return+10.05%+12.68%
1Y Return+16.89%+21.87%
3Y Return (annualized)-+22.06%
5Y Return (annualized)-+12.95%
Volatility (annualized)12.2%14.1%
Max Drawdown-18.7%-34.3%
Fund FamilyAdvisors Asset Management, Inc.Vanguard (US)
CategoryEquityEquity
InceptionJul 30, 2024Sep 7, 2010

SAWG vs VOO Performance

AAM Sawgrass US Large Cap Quality Growth ETF (SAWG) is a ETF from Advisors Asset Management, Inc. and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SAWG returned +16.89% while VOO returned +21.87%. Year to date, SAWG is up 10.05% versus a gain of 12.68% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.2% for SAWG. 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 -18.7% for SAWG and -34.3% for VOO. 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

SAWG charges 0.49% per year while VOO charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, SAWG currently yields 0.25% against 1.08% for VOO.

Holdings Overlap

37.5%overlap

SAWG and VOO share 40 holdings out of 509 unique holdings combined, representing a 37.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SAWGWeight in VOODifference
NVDA6.13%7.51%1.38%
AAPL5.93%6.59%0.66%
MSFT7.39%4.30%3.09%
AMZNProProPro
GOOGProProPro
AVGOProProPro
METAProProPro
LLYProProPro
AMDProProPro
AZOProProPro
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Frequently Asked Questions

Which is cheaper, SAWG or VOO?

SAWG has an expense ratio of 0.49% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

Which performed better, SAWG or VOO?

Over the past year SAWG returned +16.89% vs +21.87% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), SAWG annualized +13.10% vs +13.47% for VOO. Past performance does not guarantee future results.

Which is riskier, SAWG or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 12.2% for SAWG. Worst drawdown: SAWG -18.7% vs VOO -34.3%.

Should I hold both SAWG and VOO?

SAWG and VOO have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between SAWG and VOO?

SAWG and VOO share 40 common holdings with a 37.5% weight overlap. Combined, they hold 509 unique securities.

Which pays a higher dividend, SAWG or VOO?

SAWG yields 0.25% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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