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SAWG vs XMHQ

AAM Sawgrass U.S. Large Cap Quality Growth ETF vs Invesco S&P MidCap Quality ETF

SAWG

AAM Sawgrass U.S. Large Cap Quality Growth ETF

AAM

Annual cost

0.49%

Fund size

$3M

XMHQ

Invesco S&P MidCap Quality ETF

Invesco

Annual cost

0.25%

Fund size

$5.2B

Key differences

  • XMHQ costs 0.24% less per year.
  • XMHQ is significantly larger than SAWG — larger funds tend to be more liquid and less likely to close.
  • SAWG follows a active selection strategy; XMHQ uses index tracking.
  • XMHQ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SAWGXMHQ
Annual cost (TER)0.49%0.25%
Fund size (AUM)$3M$5.2B
Since20242006
Dividend yield0.27%0.58%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+22.6%+12.7%
CAGR 3YN/A+16.1%
CAGR 5YN/A+8.6%
Sharpe 3YN/A0.70
Volatility 1Y12.51%15.56%
Max drawdown-18.68%-36.90%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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