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 55 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% | — | Sep 2025 | SASS vs TOT | |
| ADRhedged SAP ETF | 0.19% | — | Jan 2025 | SASS vs SAPH | |
| T. Rowe Price Active Core International Equity ETF | 0.20% | — | Dec 2025 | SASS vs TACN | |
| Bluemonte Global Equity ETF | 0.23% | 329.50M | Jun 2025 | SASS vs BINT | |
| Bluemonte Core Bond ETF | 0.23% | 451.08M | Jun 2025 | SASS vs BDBT |
Best Risk-Adjusted Alternatives to SASS
Among 50 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 | |
|---|---|---|---|---|---|
| Convergence Long/Short Equity ETF | 96 | 447.61M | Dec 2009 | SASS vs CLSE | |
| VictoryShares Pioneer Asset-Based Income ETF | 96 | 56.53M | Jun 2025 | SASS vs ABI | |
| ARS Focused Opportunities Strategy ETF | 95 | 293.98M | Jun 2025 | SASS vs AFOS | |
| Saba Closed-End Funds ETF | 85 | 332.90M | Mar 2017 | SASS vs CEFS | |
| Bluemonte Large Cap Value ETF | 84 | 233.80M | Jun 2025 | SASS vs BVAL |
Top Performing SASS Alternatives (YTD)
Among 64 ETFs in the Actively Managed category with YTD return data, the top-performing alternatives shown here go as high as 48.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Genomic Revolution Multi-Sector ETF | 48.43% | 1.31B | Oct 2014 | SASS vs ARKG | |
| VistaShares Electrification Supercycle ETF | 42.34% | — | Oct 2025 | SASS vs POW | |
| ARS Focused Opportunities Strategy ETF | 31.59% | 293.98M | Jun 2025 | SASS vs AFOS | |
| SMART Trend ETF | 26.14% | — | Aug 2025 | SASS vs STRN | |
| Towle Value ETF | 24.97% | — | Jul 2025 | SASS vs TCV |
Lowest Volatility Alternatives to SASS
SASS has 17.53% 1-year volatility. There are 51 ETFs in the Actively Managed category with lower 1-year volatility, going as low as 0.79%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Sterling Capital Ultra Short Bond ETF | 0.79% | — | Mar 2026 | SASS vs SCUB | |
| VictoryShares Pioneer Asset-Based Income ETF | 1.28% | 56.53M | Jun 2025 | SASS vs ABI | |
| Reckoner Yield Enhanced AAA CLO Annual ETF | 1.37% | — | Feb 2026 | SASS vs RAAY | |
| Sterling Capital Short Duration Bond ETF | 1.46% | — | Mar 2026 | SASS vs SCSB | |
| Reckoner Yield Enhanced AAA CLO Reinvesting ETF | 1.95% | — | Feb 2026 | SASS vs RAAR |
Lowest Drawdown Alternatives to SASS
Among 50 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% | 56.53M | Jun 2025 | SASS vs ABI | |
| BrandywineGLOBAL - U.S. Fixed Income ETF | -1.07% | — | Jul 2023 | SASS vs USFI | |
| Bluemonte Short Term Bond ETF | -1.69% | 155.00M | Jun 2025 | SASS vs BLST | |
| Obra Defensive High Yield ETF | -1.96% | 5.15M | Jun 2025 | SASS vs ODHY | |
| Capital Group High Yield Bond ETF | -2.38% | 116.70M | Jun 2025 | SASS vs CGHY |
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