GRW vs SAWG

GRW vs SAWG

Which is better, GRW or SAWG?

SAWG has been ahead.

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

Lower Fees: SAWGHigher Returns: SAWG

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

MetricGRWSAWG
Expense Ratio0.75%0.49%Best
AUM$64M$3M
Dividend Yield0.00%0.25%
Holdings6445
YTD Return+0.53%+12.08%Best
1Y Return-2.86%+14.42%Best
Volatility (annualized)16.6%11.7%Best
Max Drawdown-31.5%-18.7%Best
$10,000 over 2.2 years$8,906$13,110Best
Fund FamilyTCW ETFsAdvisors Asset Management, Inc.
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionMay 5, 2024Jul 30, 2024

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), 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).

GRW 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.

Compare GRW against instead:GRW vs SPYGRW vs QQQGRW vs VOOGRW vs VTISAWG against:SAWG vs VXUS

GRW vs SAWG Performance

TCW Durable Growth ETF (GRW) is an ETF from TCW ETFs and AAM Sawgrass US Large Cap Quality Growth ETF (SAWG) is an ETF from Advisors Asset Management, Inc.. Over the past year GRW returned -2.86% while SAWG returned +14.42%. Year to date, GRW is up 0.53% versus a gain of 12.08% for SAWG.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GRW has been the more volatile fund, with annualized monthly volatility of 16.6% 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 -31.5% for GRW 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 0.66. They move together some of the time, and apart the rest.

Fees and Cost Over Time

GRW charges 0.75% per year while SAWG charges 0.49%. On a $10,000 position that is $75 vs $49 annually, a gap of $26 per year that compounds over a long holding period. On income, GRW currently yields 0.00% against 0.25% for SAWG.

Holdings Overlap

We hold position weights for 30 holdings in GRW and 1 in SAWG, totalling 97.5% 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 30 positions we hold weights for in GRW and 1 in SAWG, against full books of 64 and 45.

You are not choosing between two funds in isolation.

Whichever of GRW and SAWG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

GRWSAWG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GRW or SAWG?

GRW has an expense ratio of 0.75% while SAWG charges 0.49%. SAWG is the cheaper option, by $26 a year on a $10,000 investment.

Which performed better, GRW or SAWG?

Over the past year GRW returned -2.86% vs +14.42% for SAWG, so SAWG leads on 1-year performance. Over the longest common window we track (2 years), GRW annualized -5.13% vs +13.10% for SAWG. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GRW or SAWG?

GRW has been the more volatile fund at 16.6% annualized versus 11.7% for SAWG. Worst drawdown: GRW -31.5% vs SAWG -18.7%.

Should I hold both GRW and SAWG?

GRW and SAWG have a monthly-return correlation of 0.66, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, GRW or SAWG?

GRW yields 0.00% while SAWG yields 0.25%, so SAWG currently pays the higher dividend yield.

Is SAWG better than GRW?

SAWG has a lower expense ratio. SAWG 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.