AFGR vs SAWG
First Trust Active Factor Large Cap Growth ETF vs AAM Sawgrass US Large Cap Quality Growth ETF
Which is better, AFGR or SAWG?
Each has led over a different period.
SAWG has a lower expense ratio. AFGR led over the full window, SAWG over 1Y. The two have moved almost in lockstep, correlation 0.91.
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
| Metric | AFGR | SAWG |
|---|---|---|
| Expense Ratio | 0.65% | 0.49%Best |
| AUM | $93M | $3M |
| Dividend Yield | 0.01% | 0.25% |
| Holdings | 91 | 45 |
| YTD Return | +7.06% | +12.08%Best |
| 1Y Return | +5.34% | +14.42%Best |
| 3Y Return (annualized) | +21.98% | - |
| 5Y Return (annualized) | +6.15% | - |
| Volatility (annualized) | 17.6% | 11.7%Best |
| Max Drawdown | -26.6% | -18.7%Best |
| $10,000 over 2.2 years | $13,943Best | $13,110 |
| Fund Family | First Trust Portfolios (US) | Advisors Asset Management, Inc. |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jul 20, 2020 | Jul 30, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jul 31, 2024 to Oct 14, 2026 (2.2 years).
AFGR vs SAWG 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 2.2 years both funds cover.
AFGR vs SAWG Performance
First Trust Active Factor Large Cap Growth ETF (AFGR) is an ETF from First Trust Portfolios (US) and AAM Sawgrass US Large Cap Quality Growth ETF (SAWG) is an ETF from Advisors Asset Management, Inc.. Over the past year AFGR returned +5.34% while SAWG returned +14.42%. Year to date, AFGR is up 7.06% versus a gain of 12.08% for SAWG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AFGR has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 11.7% for SAWG. 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 -26.6% for AFGR and -18.7% for SAWG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
AFGR charges 0.65% per year while SAWG charges 0.49%. On a $10,000 position that is $65 vs $49 annually, a gap of $16 per year that compounds over a long holding period. On income, AFGR currently yields 0.01% against 0.25% for SAWG.
Holdings Overlap
We hold position weights for 90 holdings in AFGR and 1 in SAWG, totalling 99.9% and 0.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 90 positions we hold weights for in AFGR and 1 in SAWG, against full books of 91 and 45.
You are not choosing between two funds in isolation.
Whichever of AFGR and SAWG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AFGR or SAWG?
AFGR has an expense ratio of 0.65% while SAWG charges 0.49%. SAWG is the cheaper option, by $16 a year on a $10,000 investment.
Which performed better, AFGR or SAWG?
Over the past year AFGR returned +5.34% vs +14.42% for SAWG, so SAWG leads on 1-year performance. Over the longest common window we track (2 years), AFGR annualized +16.31% vs +13.10% for SAWG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AFGR or SAWG?
AFGR has been the more volatile fund at 17.6% annualized versus 11.7% for SAWG. Worst drawdown: AFGR -26.6% vs SAWG -18.7%.
Should I hold both AFGR and SAWG?
AFGR and SAWG have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, AFGR or SAWG?
AFGR yields 0.01% while SAWG yields 0.25%, so SAWG currently pays the higher dividend yield.
Is SAWG better than AFGR?
SAWG has a lower expense ratio. AFGR led over the full window, SAWG over 1Y. The two have moved almost in lockstep, correlation 0.91. Which one suits a particular account depends on what it is for. This is information, not a recommendation.