M.D. Sass Concentrated Value ETF (SASS) belongs to the Actively Managed category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with SASS. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SASS
SASS charges 0.75% annually. There are 79 ETFs in the Actively Managed category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| LionShares U.S. Equity Total Return ETF | 0.07% | 6.49M | Sep 2025 | SASS vs TOT | |
| VanEck Industrials TruSector ETF | 0.10% | 261.34K | Jun 2026 | SASS vs TRUI | |
| VanEck Financials TruSector ETF | 0.10% | 587.41K | Apr 2026 | SASS vs TRUF | |
| Northern Trust 2035 Inflation-Linked Distributing ... | 0.10% | 7.83M | Aug 2025 | SASS vs TIPB | |
| VanEck Consumer Staples TruSector ETF | 0.14% | 253.67K | Jun 2026 | SASS vs TRUO |
Best Risk-Adjusted Alternatives to SASS
Among 73 ETFs in the Actively Managed category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| VictoryShares Pioneer Asset-Based Income ETF | 96 | 56.31M | Jun 2025 | SASS vs ABI | |
| Convergence Long/Short Equity ETF | 96 | 447.61M | Dec 2009 | SASS vs CLSE | |
| Virtus Seix Senior Loan ETF | 96 | 248.93M | Apr 2019 | SASS vs SEIX | |
| Dimensional US Marketwide Value ETF | 93 | 15.39B | Dec 1998 | SASS vs DFUV | |
| ARS Focused Opportunities Strategy ETF | 92 | 293.98M | Jun 2025 | SASS vs AFOS |
Top Performing SASS Alternatives (YTD)
Among 89 ETFs in the Actively Managed category with YTD return data, the top-performing alternatives shown here go as high as 51.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Defiance Oil Enhanced Options Income ETF | 51.12% | 69.23M | May 2024 | SASS vs USOY | |
| ARK Genomic Revolution Multi-Sector ETF | 29.44% | 1.73B | Oct 2014 | SASS vs ARKG | |
| Towle Value ETF | 27.04% | 181.60M | Jul 2025 | SASS vs TCV | |
| VistaShares Electrification Supercycle ETF | 22.51% | 65.23M | Oct 2025 | SASS vs POW | |
| Convergence Long/Short Equity ETF | 22.28% | 447.61M | Dec 2009 | SASS vs CLSE |
Lowest Volatility Alternatives to SASS
SASS has 16.76% 1-year volatility. There are 71 ETFs in the Actively Managed category with lower 1-year volatility, going as low as 0.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin BSP CLO ETF | 0.43% | 50.33M | Jun 2026 | SASS vs YCLO | |
| Sterling Capital Ultra Short Bond ETF | 0.87% | — | Mar 2026 | SASS vs SCUB | |
| VictoryShares Pioneer Asset-Based Income ETF | 1.27% | 56.31M | Jun 2025 | SASS vs ABI | |
| Reckoner Yield Enhanced AAA CLO Annual ETF | 1.29% | 15.01M | Feb 2026 | SASS vs RAAY | |
| Sterling Capital Short Duration Bond ETF | 1.60% | — | Mar 2026 | SASS vs SCSB |
Lowest Drawdown Alternatives to SASS
Among 74 ETFs in the Actively Managed category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -0.95%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| VictoryShares Pioneer Asset-Based Income ETF | -0.95% | 56.31M | Jun 2025 | SASS vs ABI | |
| BrandywineGLOBAL - U.S. Fixed Income ETF | -1.11% | 9.71M | Jul 2023 | SASS vs USFI | |
| Virtus Seix Senior Loan ETF | -1.13% | 248.93M | Apr 2019 | SASS vs SEIX | |
| TCW Flexible Income ETF | -1.46% | 3.37B | Nov 2018 | SASS vs FLXR | |
| Bluemonte Short Term Bond ETF | -1.69% | 168.20M | Jun 2025 | SASS vs BLST |
Often Compared With SASS
Investors most often compare SASS with BINT, SAPH, TACN. These 15 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare SASS with Any Fund or Stock
Compare SASS with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SASS with funds that move differently
M.D. Sass Concentrated Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SASS.
Explore SASS Diversifiers