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SASSvsETF 2ETF Comparison

ETF 1
SASS

M.D. Sass Concentrated Value ETF

This fund is part of
US Large Cap Value
-0.49%
VS
ETF 2
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SASS performance and flow charts

Performance

-1.00.01.02.03.0%Jun 17Jun 24Jul 1Jul 8Jul 15

Cumulative Flows

0200,000400,000600,000800,0001,000,000Jun 17Jun 24Jul 1Jul 8Jul 15

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Historic performance and flows
Data as of 07/17/2026
1M3MYTD1Y3Y5Y
Perf.
SASS
ETF 2
-0.13%
-1.36%
n/a
n/a
n/a
n/a
Flows
SASS
ETF 2
-$14K
+$3M
-–
-–
-–
-–
Volatility and drawdown
3M1Y3Y5Y
Volatility
SASS
ETF 2
+14.71%
n/a
n/a
n/a
Max drawdown
SASS
ETF 2
-5.37%
n/a
n/a
n/a
Max drawdown duration
SASS
ETF 2
58d
n/a
n/a
n/a
Trading data

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SASS
ETF 2
Last sale
Previous close
07/16/2026
Consolidated volume
07/16/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
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Main metrics
SASS
ETF 2
Last price
1D performance
AuM$76.83 M
E/R0.75%
Characteristics
SASS
ETF 2
Management strategyActive
ProviderMD Sass
Benchmark-
N° of holdings21
Asset class-
Trailing 12m distribution yield
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Inception dateMarch 4, 2026
ESGNo
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Exposure

Countries

SASS
USA
95.66%
Other
4.34%
ETF 2

Sectors

SASS
Industrials
26.36%
Consumer Non-Cycl.
16.82%
Finance
15.45%
Healthcare
13.87%
Other
27.5%
ETF 2
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Diversification

SASS

Total weight of top 15 holdings out of 15

79.26%
ETF 2

Top 15 holdings

Data as of May 31, 2026
SASS
Henry Schein, Inc.
6.92%
Primo Brands Corp.
6.73%
The Williams Cos., Inc.
6.53%
AMETEK, Inc.
6.31%
Amazon.com, Inc.
5.50%
Clean Harbors, Inc.
5.40%
Quest Diagnostics, Inc.
5.25%
Capital One Financial Corp.
4.89%
C.H. Robinson Worldwide, Inc.
4.74%
Welltower, Inc.
4.71%
StandardAero, Inc.
4.71%
Somnigroup International, Inc.
4.59%
Martin Marietta Materials, Inc.
4.54%
APi Group Corp.
4.36%
Intercontinental Exchange, Inc.
4.08%
ETF 2
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Global ETF Survey 2026

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Global ETF Survey 2026