SAWG vs VOO

SAWG vs VOO

Which is better, SAWG or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96.

Lower Fees: VOOHigher Returns: VOO

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

MetricSAWGVOO
Expense Ratio0.49%0.03%Best
AUM$3M$1.0T
Dividend Yield0.25%1.06%
Holdings45506
YTD Return+12.08%+13.57%Best
1Y Return+14.42%+17.55%Best
3Y Return (annualized)-+22.46%
5Y Return (annualized)-+13.28%
Volatility (annualized)11.7%Best11.9%
Max Drawdown-18.7%Tie-18.7%Tie
$10,000 over 2.2 years$13,110$14,358Best
Fund FamilyAdvisors Asset Management, Inc.Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJul 30, 2024Sep 7, 2010

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).

SAWG vs VOO 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.

SAWG vs VOO Performance

AAM Sawgrass US Large Cap Quality Growth ETF (SAWG) is an ETF from Advisors Asset Management, Inc. and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SAWG returned +14.42% while VOO returned +17.55%. Year to date, SAWG is up 12.08% versus a gain of 13.57% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 11.9% 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 -18.7% for SAWG and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

SAWG charges 0.49% per year while VOO charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, SAWG currently yields 0.25% against 1.06% for VOO.

Holdings Overlap

We hold position weights for 1 holding in SAWG and 504 in VOO, totalling 0.0% and 100.1% 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 1 positions we hold weights for in SAWG and 504 in VOO, against full books of 45 and 506.

You are not choosing between two funds in isolation.

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

SAWGVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SAWG or VOO?

SAWG has an expense ratio of 0.49% while VOO charges 0.03%. VOO is the cheaper option, by $46 a year on a $10,000 investment.

Which performed better, SAWG or VOO?

Over the past year SAWG returned +14.42% vs +17.55% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), SAWG annualized +13.10% vs +17.87% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SAWG or VOO?

VOO has been the more volatile fund at 11.9% annualized versus 11.7% for SAWG. Worst drawdown: SAWG -18.7% vs VOO -18.7%.

Should I hold both SAWG and VOO?

SAWG and VOO have a monthly-return correlation of 0.96, 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, SAWG or VOO?

SAWG yields 0.25% while VOO yields 1.06%, so VOO currently pays the higher dividend yield.

Is VOO better than SAWG?

VOO has a lower expense ratio. VOO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96. Which one suits a particular account depends on what it is for. This is information, not a recommendation.