SAWG vs BCKT
Comparison between AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF (SAWG, ETF) and LifeX 2030 Income Bucket ETF (BCKT, ETF).
SAWG vs BCKT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SAWG
$2.50M
BCKT
$2.50M
Expense Ratio
SAWG
0.49%
Winner
BCKT
0.25%
Max Drawdown
SAWG
18.80%
Winner
BCKT
14.35%
Sharpe Ratio
Winner
SAWG
1.13
BCKT
-1.18
5Y Beta
SAWG
0.91
Winner
BCKT
0.02
P/E Ratio
SAWG
29.05
BCKT
N/A
Forward P/E
SAWG
24.28
BCKT
N/A
PEG Ratio
SAWG
0.05
BCKT
N/A
5Y EPS CAGR
SAWG
28.81%
BCKT
N/A
Debt to Equity
SAWG
-38.05%
BCKT
N/A
P/S Ratio
SAWG
6.42
BCKT
N/A
P/B Ratio
SAWG
7.64
BCKT
N/A
SAWG vs BCKT - Holdings Comparison
SAWG and BCKT have 1 common holdings. Overlap is 0.00%
SAWG's top 25 holdings weight is 81.04%. BCKT's top 25 holdings weight is 100.02%.
| Rank | SAWG | BCKT |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.64% | UNITED STATES TREASURY NOTES 3.5% (n/a) - 24.95% |
| #2 | MICROSOFT CORP (MSFT) - 6.82% | UNITED STATES TREASURY NOTES 3.63% (n/a) - 16.97% |
| #3 | APPLE INC (AAPL) - 6.38% | UNITED STATES TREASURY NOTES 3.38% (n/a) - 15.46% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 4.73% | UNITED STATES TREASURY NOTES 4.38% (n/a) - 13.50% |
| #5 | AMAZON.COM INC (AMZN) - 4.22% | UNITED STATES TREASURY NOTES 4.13% (n/a) - 7.78% |
| #6 | BROADCOM INC (AVGO) - 3.86% | UNITED STATES TREASURY NOTES 3.75% (n/a) - 5.61% |
| #7 | EXELIXIS INC (EXEL) - 3.39% | UNITED STATES TREASURY NOTES 3.13% (n/a) - 5.03% |
| #8 | ADVANCED MICRO DEVICES INC (AMD) - 3.15% | UNITED STATES TREASURY NOTES 4% (n/a) - 4.27% |
| #9 | CBOE GLOBAL MARKETS INC (CBOE) - 2.97% | UNITED STATES TREASURY NOTES 4.25% (n/a) - 1.63% |
| #10 | UNITED THERAPEUTICS CORP (UTHR) - 2.94% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.25% |
| #11 | META PLATFORMS INC CLASS A (META) - 2.91% | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.25% |
| #12 | VISA INC CLASS A (V) - 2.84% | OTHER ASSETS AND LIABILITIES (n/a) - 1.01% |
| #13 | CME GROUP INC CLASS A (CME) - 2.71% | UNITED STATES TREASURY NOTES 1.75% (n/a) - 0.75% |
| #14 | ELI LILLY AND CO (LLY) - 2.66% | UNITED STATES TREASURY NOTES 2% (n/a) - 0.56% |
| #15 | INCYTE CORP (INCY) - 2.65% | N/A |
| #16 | AUTOZONE INC (AZO) - 2.46% | N/A |
| #17 | VERISIGN INC (VRSN) - 2.46% | N/A |
| #18 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 2.40% | N/A |
| #19 | KEURIG DR PEPPER INC (KDP) - 2.35% | N/A |
| #20 | KLA CORP (KLAC) - 2.09% | N/A |
| #21 | APPLIED MATERIALS INC (AMAT) - 2.05% | N/A |
| #22 | CASEY'S GENERAL STORES INC (CASY) - 2.04% | N/A |
| #23 | UNION PACIFIC CORP (UNP) - 1.88% | N/A |
| #24 | AMETEK INC (AME) - 1.73% | N/A |
| #25 | HEICO CORP (HEI) - 1.71% | N/A |
| Total Holdings | 42 | 14 |
SAWG vs BCKT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SAWG
+2.13%
BCKT
-0.15%
3M
Winner
SAWG
+8.32%
BCKT
-0.34%
6M
Winner
SAWG
+5.11%
BCKT
+0.50%
1Y
SAWG
+18.83%
BCKT
N/A
Max(CAGR)
Winner
SAWG
+12.84%
BCKT
+1.82%
SAWG vs BCKT - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | SAWG | BCKT |
|---|---|---|
| 2026 | +6.77% | +0.18% |
| 2025 | +11.54% | +1.09% |
| 2024 | +5.66% | N/A |
SAWG vs BCKT Drawdown Comparison
The maximum drawdown for SAWG was -18.68%, occurring on Apr 8, 2025. Recovery took 135 trading sessions.
The maximum drawdown for BCKT was -1.00%, occurring on Mar 26, 2026. This drawdown has not yet recovered.
The current SAWG drawdown is -2.71%. The current BCKT drawdown is -0.73%.
| Rank | SAWG | BCKT |
|---|---|---|
| #1 | -18.68% Dec 16, 2024 - Jul 3, 2025 | -1.00% Feb 27, 2026 - Mar 26, 2026 |
| #2 | -11.33% Jan 27, 2026 - Apr 17, 2026 | -0.36% Oct 22, 2025 - Nov 20, 2025 |
| #3 | -5.13% Jul 31, 2024 - Aug 15, 2024 | -0.22% Nov 26, 2025 - Dec 16, 2025 |
| #4 | -4.40% Oct 28, 2025 - Jan 26, 2026 | -0.21% Jan 7, 2026 - Jan 30, 2026 |
| #5 | -3.97% Aug 21, 2024 - Sep 13, 2024 | -0.17% Dec 22, 2025 - Dec 29, 2025 |
| #6 | -3.13% Nov 7, 2024 - Dec 3, 2024 | -0.11% Oct 2, 2025 - Oct 10, 2025 |
| #7 | -3.03% Oct 14, 2024 - Nov 6, 2024 | -0.11% Feb 13, 2026 - Feb 23, 2026 |
| #8 | -2.71% May 28, 2026 - Jun 5, 2026 | -0.10% Sep 24, 2025 - Sep 30, 2025 |
| #9 | -2.61% Oct 8, 2025 - Oct 24, 2025 | -0.09% Oct 16, 2025 - Oct 22, 2025 |
| #10 | -1.95% May 14, 2026 - May 22, 2026 | -0.09% Feb 10, 2026 - Feb 13, 2026 |
| #11 | -1.90% Jul 28, 2025 - Aug 6, 2025 | -0.08% Jan 30, 2026 - Feb 5, 2026 |
| #12 | -1.69% Sep 30, 2024 - Oct 9, 2024 | -0.07% Dec 30, 2025 - Jan 5, 2026 |
| #13 | -1.57% Aug 14, 2025 - Sep 4, 2025 | -0.07% Feb 23, 2026 - Feb 26, 2026 |
| #14 | -1.52% Sep 22, 2025 - Oct 1, 2025 | -0.05% Oct 14, 2025 - Oct 16, 2025 |
| #15 | -1.16% Jul 3, 2025 - Jul 23, 2025 | -0.04% Dec 18, 2025 - Dec 22, 2025 |
Correlation
Correlation between SAWG and BCKT is 0.19 which considered as a very weak or no correlation - the stocks move independently of each other.
0.19
-101
Dividend Comparison (2024 - 2026)
SAWG vs BCKT dividend yield comparison.
| Year | SAWG | BCKT |
|---|---|---|
| 2026 | 0.00% | 11.99% |
| 2025 | 0.27% | 5.36% |
| 2024 | 0.16% | 0.00% |
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