SAWS vs SPGM
SAWS vs SPGM
AAM Sawgrass US Small Cap Quality Growth ETF vs State Street SPDR Portfolio MSCI Global Stock Market ETF
Quick Verdict
SPGM has a lower expense ratio. SPGM delivered stronger 1-year returns. SPGM offers more diversification with 2846 holdings.
Side-by-Side Comparison
| Metric | SAWS | SPGM | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.09% | |
| AUM | $8M | $1.7B | |
| Dividend Yield | 0.02% | 1.80% | |
| Holdings | 72 | 2,985 | |
| YTD Return | +16.18% | +14.76% | |
| 1Y Return | +25.78% | +27.05% | |
| 3Y Return (annualized) | - | +20.87% | |
| 5Y Return (annualized) | - | +11.68% | |
| Volatility (annualized) | 18.3% | 13.6% | |
| Max Drawdown | -22.0% | -34.0% | |
| Fund Family | Advisors Asset Management, Inc. | SPDR State Street Global Advisors | |
| Category | Equity | Equity | |
| Inception | Jul 30, 2024 | Feb 27, 2012 |
SAWS vs SPGM Performance
AAM Sawgrass US Small Cap Quality Growth ETF (SAWS) is a ETF from Advisors Asset Management, Inc. and State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) is a ETF from SPDR State Street Global Advisors. Over the past year SAWS returned +25.78% while SPGM returned +27.05%. Year to date, SAWS is up 16.18% versus a gain of 14.76% for SPGM.
Risk: Volatility and Drawdowns
SAWS has been the more volatile fund, with annualized monthly volatility of 18.3% compared with 13.6% for SPGM. 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 -22.0% for SAWS and -34.0% for SPGM. 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SAWS charges 0.55% per year while SPGM charges 0.09%. On a $10,000 position that is $55 vs $9 annually, a gap of $46 per year that compounds over a long holding period. On income, SAWS currently yields 0.02% against 1.80% for SPGM.
Holdings Overlap
SAWS and SPGM share 20 holdings out of 2897 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SAWS | Weight in SPGM | Difference |
|---|---|---|---|
| HURN | 2.61% | 0.00% | 2.61% |
| KTOS | 1.83% | 0.01% | 1.82% |
| UPWK | 1.83% | 0.00% | 1.83% |
| ENVA | Pro | Pro | Pro |
| NMIH | Pro | Pro | Pro |
| DGII | Pro | Pro | Pro |
| ADMA | Pro | Pro | Pro |
| YOU | Pro | Pro | Pro |
| MCRI | Pro | Pro | Pro |
| TPB | Pro | Pro | Pro |
See all 10 holdings SAWS shares with SPGM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, SAWS or SPGM?
SAWS has an expense ratio of 0.55% while SPGM charges 0.09%. SPGM is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
Which performed better, SAWS or SPGM?
Over the past year SAWS returned +25.78% vs +27.05% for SPGM, so SPGM leads on 1-year performance. Over the longest common window we track (2 years), SAWS annualized +13.57% vs +9.92% for SPGM. Past performance does not guarantee future results.
Which is riskier, SAWS or SPGM?
SAWS has been the more volatile fund at 18.3% annualized versus 13.6% for SPGM. Worst drawdown: SAWS -22.0% vs SPGM -34.0%.
Should I hold both SAWS and SPGM?
SAWS and SPGM have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SAWS and SPGM?
SAWS and SPGM share 20 common holdings with a 0.1% weight overlap. Combined, they hold 2897 unique securities.
Which pays a higher dividend, SAWS or SPGM?
SAWS yields 0.02% while SPGM yields 1.80%, so SPGM currently pays the higher dividend yield.
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