AAM Sawgrass U.S. Small Cap Quality Growth ETF (SAWS)

Overview

The AAM Sawgrass U.S. Small Cap Quality Growth ETF (QGRO) focuses on investing in U.S. small-cap companies exhibiting strong quality and growth characteristics, aiming to outperform the broader small-cap market.

Reputation and Reliability

AAM is known for its quantitative investment strategies and ETF offerings, focusing on factors like quality and growth.

Management Expertise

The management team comprises experienced professionals with expertise in quantitative analysis and small-cap investing.

Goal

To provide long-term capital appreciation by investing in U.S. small-cap companies with strong quality and growth characteristics.

Investment Approach and Strategy

Strategy: QGRO uses a quantitative methodology to select companies based on factors such as profitability, earnings growth, and financial health.

Composition The ETF primarily holds stocks of U.S. small-cap companies. It does not invest in bonds or commodities.

Market Share: Insufficient data to provide accurate market share.

Total Net Assets (AUM): Insufficient data to provide accurate AUM.

Key Competitors

• IJR
• VBR
• SPSM

Competitive Landscape

The small-cap ETF market is highly competitive, with several established players offering similar investment strategies. QGRO differentiates itself through its focus on quality and growth factors, potentially leading to higher returns but also higher risk. Its advantage lies in the quantitative approach and factor selection, however it faces stiff competition from larger, more liquid ETFs with lower expense ratios. QGRO needs to demonstrate consistent outperformance to gain market share.

Historical Performance: Insufficient data to provide accurate historical performance data.

Benchmark Comparison: Insufficient data to provide accurate benchmark comparisons.

Expense Ratio: 0.29

Average Trading Volume

Insufficient data to provide accurate average trading volume.

Bid-Ask Spread

Insufficient data to provide accurate bid-ask spread.

Market Environment Factors

QGRO's performance is influenced by the overall health of the U.S. economy, interest rate movements, and investor sentiment towards small-cap stocks.

Growth Trajectory

The growth trajectory depends on the ETF's ability to consistently identify and invest in high-quality, high-growth small-cap companies. Changes in strategy or holdings could impact its performance.

Competitive Edge

QGROu2019s competitive advantage lies in its quantitative approach to selecting small-cap companies with strong quality and growth characteristics. The fund employs a disciplined process to identify firms exhibiting superior financial health and growth potential. This factor-based strategy helps in mitigating risks associated with investing in smaller companies. This quantitative selection aims to identify companies that are positioned to outperform over the long term.

Volatility

Small-cap stocks are generally more volatile than large-cap stocks, so QGRO is expected to exhibit higher volatility.

Market Risk

QGRO is subject to market risk, which is the risk that the overall stock market declines, negatively impacting the ETF's performance. Specific risks also include that selected small-cap stocks may not perform as expected.

Ideal Investor Profile

The ideal investor is someone with a long-term investment horizon who seeks capital appreciation and is willing to accept higher volatility for the potential of higher returns in the small-cap market.

Market Risk

QGRO is more suitable for long-term investors than active traders due to its focus on quality and growth rather than short-term market movements.

AAM Sawgrass U.S. Small Cap Quality Growth ETF seeks to provide long-term capital appreciation by investing in U.S. small-cap companies. The fund uses a quantitative methodology to select companies based on profitability, earnings growth, and financial health. QGRO's returns are subject to market and small-cap risks, making it suitable for investors with a long-term horizon and tolerance for volatility. QGRO presents a compelling option for investors seeking targeted exposure to high-quality, growing small-cap companies, if the implemented factors prove effective over time.

Data Sources:

• AAM Website
• ETF.com
• Bloomberg

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data is approximate and may vary.