SAWS vs VTI

SAWS vs VTI

Which is better, SAWS or VTI?

Small Cap Growth against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y and the full window.

Lower Fees: VTIHigher Returns: VTI

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricSAWSVTI
Expense Ratio0.55%0.03%Best
AUM$8M$666.9B
Dividend Yield0.02%1.07%
Holdings753,543
YTD Return+11.09%+13.59%Best
1Y Return+11.21%+20.00%Best
3Y Return (annualized)-+20.95%
5Y Return (annualized)-+11.81%
Volatility (annualized)18.4%12.4%Best
Max Drawdown-22.0%-19.3%Best
$10,000 over 2.1 years$12,368$14,290Best
Fund FamilyAdvisors Asset Management, Inc.Vanguard (US)
CategoryEquityEquity
StyleSmall Cap GrowthLarge Cap Blend
InceptionJul 30, 2024May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Jul 31, 2024 to Sep 4, 2026 (2.1 years).

SAWS vs VTI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.1 years both funds cover.

SAWS vs VTI Performance

AAM Sawgrass US Small Cap Quality Growth ETF (SAWS) is an ETF from Advisors Asset Management, Inc. and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year SAWS returned +11.21% while VTI returned +20.00%. Year to date, SAWS is up 11.09% versus a gain of 13.59% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SAWS has been the more volatile fund, with annualized monthly volatility of 18.4% compared with 12.4% for VTI. 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 -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.61. They move together some of the time, and apart the rest.

Fees and Cost Over Time

SAWS charges 0.55% per year while VTI charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, SAWS currently yields 0.02% against 1.07% for VTI.

Holdings Overlap

SAWS already in VTI83.3%

At least 83.3% of SAWS's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 92.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

Most of SAWS is already inside VTI. Owning both mostly buys the same companies twice.

The two holdings books were reported 48 days apart, SAWS as of Aug 17, 2026 and VTI as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

57 positions in common, counted across the 73 positions we hold weights for in SAWS and 2,787 in VTI, against full books of 75 and 3,543.

Top Shared Holdings

StockWeight in SAWSWeight in VTIDifference
SNEXStonex Group Inc3.66%0.01%3.65%
BTSGBrightspring Health Services Common Stock Usd100.03.19%0.02%3.17%
PSMTPricesmart Inc3.06%0.00%3.06%
DGIIDigi International Inc2.91%0.00%2.91%
IRMDIradimed Corp2.77%0.00%2.77%
AROCArchrock, Inc.2.75%0.00%2.75%
GRDNGuardian Pharmacy Services Inc2.69%0.00%2.69%
SANMSanmina Corp2.63%0.02%2.61%
GRCGorman-rupp Co/the2.57%0.00%2.57%
AEISAdvanced Energy Industries Inc.2.40%0.02%2.38%

83.3% of SAWS is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

SAWSVTI

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Frequently Asked Questions

Which is cheaper, SAWS or VTI?

SAWS has an expense ratio of 0.55% while VTI charges 0.03%. VTI is the cheaper option, by $52 a year on a $10,000 investment.

Which performed better, SAWS or VTI?

Over the past year SAWS returned +11.21% vs +20.00% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), SAWS annualized +10.65% vs +18.53% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SAWS or VTI?

SAWS has been the more volatile fund at 18.4% annualized versus 12.4% for VTI. Worst drawdown: SAWS -22.0% vs VTI -19.3%.

Should I hold both SAWS and VTI?

SAWS and VTI have a monthly-return correlation of 0.61, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between SAWS and VTI?

At least 83.3% of SAWS's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 57 positions in common, counted across the 73 positions we hold weights for in SAWS and 2,787 in VTI.

Which pays a higher dividend, SAWS or VTI?

SAWS yields 0.02% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

Is VTI better than SAWS?

VTI has a lower expense ratio. VTI led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.