SAWS vs TYLG

SAWS vs TYLG
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Quick Verdict

SAWS has a lower expense ratio. TYLG delivered stronger 1-year returns. TYLG offers more diversification with 78 holdings.

Lower Fees: SAWSHigher Returns: TYLGMore Diversified: TYLG

Side-by-Side Comparison

MetricSAWSTYLGWinner
Expense Ratio0.55%0.60%
AUM$8M$15M
Dividend Yield0.02%8.89%
Holdings7278
YTD Return+12.72%+21.18%
1Y Return+17.37%+35.64%
3Y Return (annualized)-+23.66%
5Y Return (annualized)--
Volatility (annualized)18.5%15.8%
Max Drawdown-22.0%-24.5%
Fund FamilyAdvisors Asset Management, Inc.Global X by mirae Asset
CategoryEquityAlternative
InceptionJul 30, 2024Nov 21, 2022

SAWS vs TYLG Performance

AAM Sawgrass US Small Cap Quality Growth ETF (SAWS) is a ETF from Advisors Asset Management, Inc. and Global X Information Technology Covered Call & Growth ETF (TYLG) is a ETF from Global X by mirae Asset. Over the past year SAWS returned +17.37% while TYLG returned +35.64%. Year to date, SAWS is up 12.72% versus a gain of 21.18% for TYLG.

Risk: Volatility and Drawdowns

SAWS has been the more volatile fund, with annualized monthly volatility of 18.5% compared with 15.8% for TYLG. 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 -24.5% for TYLG. 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 0.41. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SAWS charges 0.55% per year while TYLG charges 0.60%. On a $10,000 position that is $55 vs $60 annually, a gap of $5 per year that compounds over a long holding period. On income, SAWS currently yields 0.02% against 8.89% for TYLG.

Holdings Overlap

0.0%overlap

SAWS and TYLG 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, SAWS or TYLG?

SAWS has an expense ratio of 0.55% while TYLG charges 0.60%. SAWS is the cheaper option. On a $10,000 investment, that is $5 per year of difference.

Which performed better, SAWS or TYLG?

Over the past year SAWS returned +17.37% vs +35.64% for TYLG, so TYLG leads on 1-year performance. Over the longest common window we track (2 years), SAWS annualized +11.65% vs +25.12% for TYLG. Past performance does not guarantee future results.

Which is riskier, SAWS or TYLG?

SAWS has been the more volatile fund at 18.5% annualized versus 15.8% for TYLG. Worst drawdown: SAWS -22.0% vs TYLG -24.5%.

Should I hold both SAWS and TYLG?

SAWS and TYLG have a monthly-return correlation of 0.41, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SAWS and TYLG?

SAWS and TYLG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 147 unique securities.

Which pays a higher dividend, SAWS or TYLG?

SAWS yields 0.02% while TYLG yields 8.89%, so TYLG currently pays the higher dividend yield.

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