SAWS vs TLTP

SAWS vs TLTP
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

TLTP has a lower expense ratio. SAWS delivered stronger 1-year returns. SAWS offers more diversification with 72 holdings.

Lower Fees: TLTPHigher Returns: SAWSMore Diversified: SAWS

Side-by-Side Comparison

MetricSAWSTLTPWinner
Expense Ratio0.55%0.39%
AUM$8M$25M
Dividend Yield0.02%15.05%
Holdings725
YTD Return+11.77%-8.87%
1Y Return+16.68%-7.14%
3Y Return (annualized)--
5Y Return (annualized)--
Volatility (annualized)18.6%8.7%
Max Drawdown-22.0%-13.3%
Fund FamilyAdvisors Asset Management, Inc.Amplify ETFs
CategoryEquityAlternative
InceptionJul 30, 2024Oct 29, 2024

SAWS vs TLTP Performance

AAM Sawgrass US Small Cap Quality Growth ETF (SAWS) is a ETF from Advisors Asset Management, Inc. and Amplify TLT US Treasury 12% Option Income ETF (TLTP) is a ETF from Amplify ETFs. Over the past year SAWS returned +16.68% while TLTP returned -7.14%. Year to date, SAWS is up 11.77% versus a loss of 8.87% for TLTP.

Risk: Volatility and Drawdowns

SAWS has been the more volatile fund, with annualized monthly volatility of 18.6% compared with 8.7% for TLTP. 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 -13.3% for TLTP. 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 0.27. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SAWS charges 0.55% per year while TLTP charges 0.39%. On a $10,000 position that is $55 vs $39 annually, a gap of $16 per year that compounds over a long holding period. On income, SAWS currently yields 0.02% against 15.05% for TLTP.

Holdings Overlap

0.3%overlap

SAWS and TLTP share 1 holdings out of 75 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SAWSWeight in TLTPDifference
AGPXX0.70%0.32%0.38%

Frequently Asked Questions

Which is cheaper, SAWS or TLTP?

SAWS has an expense ratio of 0.55% while TLTP charges 0.39%. TLTP is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

Which performed better, SAWS or TLTP?

Over the past year SAWS returned +16.68% vs -7.14% for TLTP, so SAWS leads on 1-year performance. Over the longest common window we track (2 years), SAWS annualized +11.20% vs -5.01% for TLTP. Past performance does not guarantee future results.

Which is riskier, SAWS or TLTP?

SAWS has been the more volatile fund at 18.6% annualized versus 8.7% for TLTP. Worst drawdown: SAWS -22.0% vs TLTP -13.3%.

Should I hold both SAWS and TLTP?

SAWS and TLTP have a monthly-return correlation of 0.27, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SAWS and TLTP?

SAWS and TLTP share 1 common holdings with a 0.3% weight overlap. Combined, they hold 75 unique securities.

Which pays a higher dividend, SAWS or TLTP?

SAWS yields 0.02% while TLTP yields 15.05%, so TLTP currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free