SAWS vs TYO

Quick Verdict

SAWS has a lower expense ratio. SAWS delivered stronger 1-year returns. SAWS offers more diversification with 71 holdings.

Lower Fees: SAWSHigher Returns: SAWSMore Diversified: SAWS

Side-by-Side Comparison

MetricSAWSTYOWinner
Expense Ratio0.55%1.00%
AUM$8M$12M
Dividend Yield0.02%2.62%
Holdings726
YTD Return+15.23%+11.67%
1Y Return+22.18%+11.48%
3Y Return (annualized)-+4.90%
5Y Return (annualized)-+14.80%
Volatility (annualized)18.4%19.3%
Max Drawdown-22.0%-90.4%
Fund FamilyAdvisors Asset Management, Inc.Direxion Shares ETF Trust
CategoryEquityAlternative
InceptionJul 30, 2024Apr 16, 2009

SAWS vs TYO Performance

AAM Sawgrass US Small Cap Quality Growth ETF (SAWS) is a ETF from Advisors Asset Management, Inc. and Direxion Daily 7-10 Year Treasury Bear 3X ETF (TYO) is a ETF from Direxion Shares ETF Trust. Over the past year SAWS returned +22.18% while TYO returned +11.48%. Year to date, SAWS is up 15.23% versus a gain of 11.67% for TYO.

Risk: Volatility and Drawdowns

TYO has been the more volatile fund, with annualized monthly volatility of 19.3% compared with 18.4% 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 -22.0% for SAWS and -90.4% for TYO. 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 -0.38. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SAWS charges 0.55% per year while TYO charges 1.00%. On a $10,000 position that is $55 vs $100 annually, a gap of $45 per year that compounds over a long holding period. On income, SAWS currently yields 0.02% against 2.62% for TYO.

Holdings Overlap

0.0%overlap

SAWS and TYO share 0 holdings out of 74 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 TYO?

SAWS has an expense ratio of 0.55% while TYO charges 1.00%. SAWS is the cheaper option. On a $10,000 investment, that is $45 per year of difference.

Which performed better, SAWS or TYO?

Over the past year SAWS returned +22.18% vs +11.48% for TYO, so SAWS leads on 1-year performance. Over the longest common window we track (2 years), SAWS annualized +13.04% vs -7.21% for TYO. Past performance does not guarantee future results.

Which is riskier, SAWS or TYO?

TYO has been the more volatile fund at 19.3% annualized versus 18.4% for SAWS. Worst drawdown: SAWS -22.0% vs TYO -90.4%.

Should I hold both SAWS and TYO?

SAWS and TYO have a monthly-return correlation of -0.38, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SAWS and TYO?

SAWS and TYO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 74 unique securities.

Which pays a higher dividend, SAWS or TYO?

SAWS yields 0.02% while TYO yields 2.62%, so TYO currently pays the higher dividend yield.

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