AOTG vs. SCHM ETF Comparison
Comparison of AOT Growth and Innovation ETF (AOTG) to Schwab U.S. Mid Cap ETF (SCHM)
AOTG
AOT Growth and Innovation ETF
AOTG Description
EA Series Trust - AOT Growth and Innovation ETF is an exchange traded fund launched and managed by Empowered Funds, LLC. The fund is co-managed by AOT Invest LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth stocks of companies across diversified market capitalization. It employs fundamental analysis with top-down stock picking approach to create its portfolio. The fund employs internal and external research to create its portfolio. EA Series Trust - AOT Growth and Innovation ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$46.18
Average Daily Volume
511
Number of Holdings
*
47
* may have additional holdings in another (foreign) market
SCHM
Schwab U.S. Mid Cap ETF
SCHM Description
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Mid-Cap Total Stock Market IndexSM. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the mid-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Mid-Cap Total Stock Market Index includes the components ranked 501-1000 by full market capitalization. The index is a float-adjusted market capitalization weighted index. It may invest up to 10% of its net assets in securities not included in its index.Grade (RS Rating)
Last Trade
$29.30
Average Daily Volume
1,060,474
Number of Holdings
*
478
* may have additional holdings in another (foreign) market
Performance
| Period | AOTG | SCHM |
|---|---|---|
| 30 Days | 7.65% | 5.17% |
| 60 Days | 12.36% | 6.68% |
| 90 Days | 14.60% | 8.03% |
| 12 Months | 48.38% | 29.69% |
11 Overlapping Holdings
| Symbol | Grade | Weight in AOTG | Weight in SCHM | Overlap | |
|---|---|---|---|---|---|
| BILL | A | 0.35% | 0.18% | 0.18% | |
| DAY | B | 0.43% | 0.26% | 0.26% | |
| DOCU | B | 0.91% | 0.36% | 0.36% | |
| IOT | A | 0.62% | 0.22% | 0.22% | |
| OKTA | C | 0.19% | 0.26% | 0.19% | |
| PAYC | B | 1.06% | 0.24% | 0.24% | |
| PCTY | C | 3.4% | 0.19% | 0.19% | |
| ROKU | D | 0.46% | 0.19% | 0.19% | |
| SOFI | B | 1.08% | 0.32% | 0.32% | |
| TOST | B | 6.25% | 0.37% | 0.37% | |
| Z | A | 0.37% | 0.33% | 0.33% |
AOTG Overweight 36 Positions Relative to SCHM
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | B | 10.8% | |
| AMD | F | 7.3% | |
| CRM | B | 5.88% | |
| NU | C | 4.82% | |
| AMZN | C | 4.78% | |
| TSM | B | 4.74% | |
| GOOGL | C | 4.13% | |
| SHOP | B | 4.06% | |
| MSFT | D | 3.98% | |
| V | A | 3.87% | |
| TSLA | B | 2.67% | |
| ADBE | C | 2.59% | |
| MELI | C | 2.42% | |
| PYPL | B | 2.42% | |
| NOW | A | 2.26% | |
| TYL | B | 1.86% | |
| TTD | B | 1.83% | |
| NFLX | A | 1.82% | |
| SPOT | B | 1.77% | |
| WDAY | B | 1.73% | |
| LLY | F | 1.52% | |
| SQ | A | 1.04% | |
| DLO | C | 1.0% | |
| DDOG | A | 0.92% | |
| DOCN | C | 0.56% | |
| ZM | C | 0.52% | |
| ADSK | A | 0.45% | |
| VEEV | C | 0.43% | |
| SNOW | B | 0.35% | |
| PAYX | B | 0.35% | |
| AXP | A | 0.32% | |
| PANW | B | 0.3% | |
| MA | B | 0.26% | |
| MDB | B | 0.15% | |
| FSLY | D | 0.07% | |
| NTLA | F | 0.06% |
AOTG Underweight 467 Positions Relative to SCHM
| Symbol | Grade | Weight | |
|---|---|---|---|
| UAL | A | -0.66% | |
| TPL | A | -0.57% | |
| EQT | B | -0.56% | |
| EME | A | -0.52% | |
| HOOD | B | -0.51% | |
| PKG | A | -0.47% | |
| CSL | C | -0.46% | |
| IP | A | -0.44% | |
| STLD | B | -0.44% | |
| BAH | F | -0.43% | |
| DKNG | B | -0.43% | |
| IBKR | A | -0.43% | |
| SNA | A | -0.42% | |
| NRG | B | -0.42% | |
| FDS | B | -0.41% | |
| NTRA | A | -0.4% | |
| WSO | A | -0.4% | |
| PODD | C | -0.4% | |
| RPM | A | -0.39% | |
| PNR | A | -0.39% | |
| KEY | B | -0.39% | |
| XPO | B | -0.38% | |
| BURL | B | -0.38% | |
| NTNX | B | -0.38% | |
| PINS | F | -0.38% | |
| RS | B | -0.38% | |
| RBA | A | -0.38% | |
| MAS | D | -0.38% | |
| IEX | C | -0.38% | |
| TRMB | B | -0.38% | |
| MANH | D | -0.37% | |
| KIM | A | -0.37% | |
| WSM | C | -0.37% | |
| OC | A | -0.37% | |
| EG | C | -0.36% | |
| UTHR | C | -0.36% | |
| NI | A | -0.36% | |
| DT | D | -0.35% | |
| LNT | A | -0.35% | |
| TOL | B | -0.35% | |
| FNF | B | -0.35% | |
| FIX | A | -0.35% | |
| USFD | A | -0.35% | |
| GWRE | A | -0.35% | |
| TXT | D | -0.35% | |
| AVY | F | -0.35% | |
| MRO | B | -0.35% | |
| GGG | B | -0.34% | |
| EQH | C | -0.34% | |
| L | A | -0.34% | |
| RGA | A | -0.34% | |
| VTRS | A | -0.34% | |
| TWLO | A | -0.34% | |
| DOC | C | -0.33% | |
| ENTG | D | -0.33% | |
| FLEX | B | -0.33% | |
| THC | D | -0.33% | |
| CASY | A | -0.33% | |
| TW | A | -0.33% | |
| EWBC | A | -0.32% | |
| ACM | B | -0.32% | |
| NWSA | A | -0.32% | |
| JBL | C | -0.32% | |
| COHR | B | -0.32% | |
| EVRG | A | -0.32% | |
| NDSN | B | -0.31% | |
| SAIA | B | -0.31% | |
| FFIV | B | -0.31% | |
| SFM | A | -0.31% | |
| EPAM | B | -0.3% | |
| AFRM | A | -0.3% | |
| GLPI | C | -0.3% | |
| RNR | C | -0.3% | |
| CW | C | -0.3% | |
| POOL | C | -0.3% | |
| CHRW | B | -0.29% | |
| PFGC | B | -0.29% | |
| TPR | B | -0.29% | |
| TXRH | B | -0.29% | |
| ELS | C | -0.29% | |
| UDR | B | -0.29% | |
| ITT | A | -0.28% | |
| UNM | A | -0.28% | |
| CLH | C | -0.28% | |
| JKHY | D | -0.28% | |
| CPT | B | -0.28% | |
| BG | D | -0.28% | |
| UHS | D | -0.27% | |
| JNPR | D | -0.27% | |
| REG | A | -0.27% | |
| JEF | A | -0.27% | |
| FTI | A | -0.27% | |
| BMRN | F | -0.27% | |
| NVT | B | -0.27% | |
| HST | C | -0.27% | |
| INCY | C | -0.27% | |
| ALB | B | -0.27% | |
| ALLE | C | -0.27% | |
| KMX | B | -0.27% | |
| WPC | C | -0.27% | |
| SCI | B | -0.27% | |
| JLL | D | -0.27% | |
| DUOL | A | -0.26% | |
| BWXT | B | -0.26% | |
| OVV | B | -0.26% | |
| BJ | A | -0.26% | |
| NCLH | B | -0.26% | |
| OWL | A | -0.26% | |
| LECO | C | -0.26% | |
| SF | B | -0.26% | |
| AMH | C | -0.26% | |
| NBIX | C | -0.26% | |
| EMN | C | -0.26% | |
| ATR | B | -0.25% | |
| LAMR | C | -0.25% | |
| SNAP | D | -0.25% | |
| RRX | B | -0.25% | |
| LBRDK | C | -0.25% | |
| AIZ | A | -0.25% | |
| AA | A | -0.25% | |
| SJM | D | -0.25% | |
| INSM | C | -0.25% | |
| BXP | C | -0.25% | |
| DKS | D | -0.25% | |
| TECH | F | -0.24% | |
| EVR | B | -0.24% | |
| CTLT | C | -0.24% | |
| CCK | D | -0.24% | |
| LW | C | -0.24% | |
| CUBE | C | -0.24% | |
| FHN | A | -0.24% | |
| GNRC | C | -0.24% | |
| TAP | C | -0.24% | |
| FND | D | -0.24% | |
| TTEK | F | -0.24% | |
| IPG | D | -0.23% | |
| CHDN | B | -0.23% | |
| AIT | B | -0.23% | |
| WBS | A | -0.23% | |
| KNSL | B | -0.23% | |
| GME | C | -0.23% | |
| OHI | C | -0.23% | |
| BLD | D | -0.23% | |
| PNW | A | -0.23% | |
| CACI | D | -0.23% | |
| CG | B | -0.23% | |
| WTRG | B | -0.22% | |
| PCVX | D | -0.22% | |
| HLI | A | -0.22% | |
| DTM | A | -0.22% | |
| GL | C | -0.22% | |
| EXEL | B | -0.22% | |
| ARMK | B | -0.22% | |
| WAL | B | -0.22% | |
| MUSA | B | -0.22% | |
| MKTX | D | -0.22% | |
| LAD | A | -0.22% | |
| ALLY | C | -0.22% | |
| AES | F | -0.22% | |
| AFG | A | -0.22% | |
| EHC | B | -0.22% | |
| SRPT | F | -0.22% | |
| RPRX | D | -0.22% | |
| AYI | B | -0.22% | |
| MLI | B | -0.22% | |
| LKQ | F | -0.22% | |
| WWD | C | -0.22% | |
| PRI | B | -0.22% | |
| ALSN | B | -0.22% | |
| EXP | B | -0.22% | |
| WMS | F | -0.21% | |
| WING | D | -0.21% | |
| BRBR | A | -0.21% | |
| SOLV | D | -0.21% | |
| PR | B | -0.21% | |
| TPX | B | -0.21% | |
| AAL | B | -0.21% | |
| PNFP | B | -0.21% | |
| CNH | C | -0.21% | |
| CIEN | C | -0.21% | |
| CRL | D | -0.21% | |
| AXTA | B | -0.2% | |
| FLR | B | -0.2% | |
| AR | B | -0.2% | |
| CFR | B | -0.2% | |
| ORI | A | -0.2% | |
| AAON | B | -0.2% | |
| KNX | C | -0.2% | |
| TFX | F | -0.2% | |
| RBC | A | -0.2% | |
| MORN | B | -0.2% | |
| EXAS | D | -0.2% | |
| WCC | B | -0.2% | |
| CMA | B | -0.2% | |
| INGR | C | -0.2% | |
| GMED | A | -0.2% | |
| FBIN | D | -0.2% | |
| REXR | F | -0.2% | |
| DCI | B | -0.2% | |
| RGLD | C | -0.2% | |
| PEN | B | -0.2% | |
| RL | C | -0.19% | |
| EGP | D | -0.19% | |
| CHE | D | -0.19% | |
| HRB | D | -0.19% | |
| CBSH | B | -0.19% | |
| MOS | F | -0.19% | |
| TTC | C | -0.19% | |
| CR | A | -0.19% | |
| GPK | C | -0.19% | |
| FN | C | -0.19% | |
| WYNN | C | -0.19% | |
| CPB | D | -0.19% | |
| APG | B | -0.19% | |
| FRT | B | -0.19% | |
| NYT | D | -0.19% | |
| OGE | A | -0.19% | |
| MGM | D | -0.19% | |
| HQY | A | -0.19% | |
| RVMD | C | -0.19% | |
| AOS | F | -0.19% | |
| BRX | A | -0.19% | |
| HSIC | C | -0.19% | |
| CRS | B | -0.19% | |
| WTFC | A | -0.19% | |
| SNX | D | -0.19% | |
| ZION | B | -0.19% | |
| MTCH | D | -0.18% | |
| SEIC | B | -0.18% | |
| TKO | A | -0.18% | |
| IVZ | B | -0.18% | |
| CZR | F | -0.18% | |
| X | B | -0.18% | |
| VOYA | B | -0.18% | |
| SNV | C | -0.18% | |
| SKX | D | -0.18% | |
| CE | F | -0.18% | |
| PLNT | A | -0.18% | |
| SSB | B | -0.18% | |
| RRC | B | -0.18% | |
| ENSG | C | -0.18% | |
| HAS | D | -0.18% | |
| CNM | D | -0.18% | |
| ITCI | C | -0.18% | |
| APA | D | -0.18% | |
| LNW | F | -0.18% | |
| CRBG | B | -0.18% | |
| MTZ | B | -0.18% | |
| S | B | -0.17% | |
| AGNC | C | -0.17% | |
| JAZZ | B | -0.17% | |
| RHI | C | -0.17% | |
| JXN | C | -0.17% | |
| HII | F | -0.17% | |
| GKOS | B | -0.17% | |
| SSD | F | -0.17% | |
| ACI | C | -0.17% | |
| ADC | A | -0.17% | |
| BERY | C | -0.17% | |
| WH | B | -0.17% | |
| FYBR | C | -0.17% | |
| SMAR | B | -0.17% | |
| NNN | C | -0.17% | |
| FLS | B | -0.17% | |
| KBR | F | -0.17% | |
| ONTO | F | -0.17% | |
| BWA | D | -0.17% | |
| PB | B | -0.17% | |
| UFPI | C | -0.17% | |
| CHRD | D | -0.17% | |
| MEDP | D | -0.17% | |
| LPX | B | -0.16% | |
| GXO | B | -0.16% | |
| BBWI | C | -0.16% | |
| OSK | C | -0.16% | |
| MKSI | C | -0.16% | |
| MTSI | B | -0.16% | |
| MASI | B | -0.16% | |
| COKE | C | -0.16% | |
| ALV | C | -0.16% | |
| BSY | F | -0.16% | |
| EXLS | B | -0.16% | |
| OLED | F | -0.16% | |
| RIVN | F | -0.16% | |
| RYAN | A | -0.16% | |
| RLI | A | -0.16% | |
| FRPT | A | -0.16% | |
| MIDD | C | -0.16% | |
| TMHC | C | -0.16% | |
| G | B | -0.16% | |
| PCOR | B | -0.16% | |
| MHK | D | -0.16% | |
| CVLT | B | -0.16% | |
| WEX | D | -0.16% | |
| ESTC | C | -0.16% | |
| ANF | F | -0.16% | |
| DVA | C | -0.16% | |
| TREX | C | -0.16% | |
| KEX | B | -0.16% | |
| SPSC | D | -0.15% | |
| LYFT | C | -0.15% | |
| STAG | D | -0.15% | |
| MTN | C | -0.15% | |
| AXS | A | -0.15% | |
| PARA | C | -0.15% | |
| VFC | C | -0.15% | |
| MTDR | B | -0.15% | |
| BEN | C | -0.15% | |
| OMF | A | -0.15% | |
| FAF | A | -0.15% | |
| VNO | C | -0.15% | |
| MSA | F | -0.15% | |
| CFLT | B | -0.15% | |
| LSCC | D | -0.15% | |
| FMC | D | -0.15% | |
| CGNX | D | -0.15% | |
| VMI | B | -0.15% | |
| UHAL | D | -0.15% | |
| ALK | B | -0.15% | |
| CMC | B | -0.15% | |
| DINO | D | -0.15% | |
| DAR | C | -0.15% | |
| ELF | C | -0.15% | |
| H | B | -0.15% | |
| FCN | F | -0.15% | |
| ELAN | D | -0.15% | |
| BPOP | C | -0.15% | |
| FR | D | -0.15% | |
| GNTX | C | -0.15% | |
| GTLS | A | -0.15% | |
| ATI | C | -0.15% | |
| BIO | C | -0.14% | |
| WHR | B | -0.14% | |
| STWD | C | -0.14% | |
| QRVO | F | -0.14% | |
| IDA | A | -0.14% | |
| SAIC | F | -0.14% | |
| NOV | C | -0.14% | |
| SITE | F | -0.14% | |
| MAT | D | -0.14% | |
| GBCI | B | -0.14% | |
| DBX | B | -0.14% | |
| MTG | C | -0.14% | |
| WSC | F | -0.14% | |
| LSTR | D | -0.14% | |
| RGEN | D | -0.14% | |
| MTH | D | -0.14% | |
| KBH | D | -0.13% | |
| JHG | B | -0.13% | |
| BRKR | D | -0.13% | |
| SIRI | C | -0.13% | |
| ETSY | D | -0.13% | |
| COLD | D | -0.13% | |
| PVH | C | -0.13% | |
| HALO | F | -0.13% | |
| SUM | B | -0.13% | |
| CROX | D | -0.13% | |
| THO | B | -0.13% | |
| AGCO | D | -0.13% | |
| CHX | C | -0.13% | |
| THG | A | -0.13% | |
| TRNO | F | -0.13% | |
| ESNT | F | -0.13% | |
| CYTK | F | -0.13% | |
| LFUS | D | -0.13% | |
| WFRD | D | -0.13% | |
| SIGI | C | -0.13% | |
| LNC | C | -0.13% | |
| BFAM | D | -0.13% | |
| NOVT | D | -0.13% | |
| WBA | F | -0.13% | |
| ARW | D | -0.13% | |
| SEE | C | -0.12% | |
| BC | C | -0.12% | |
| FFIN | B | -0.12% | |
| LNTH | D | -0.12% | |
| CLF | F | -0.12% | |
| QLYS | B | -0.12% | |
| CRUS | D | -0.12% | |
| LEA | F | -0.12% | |
| IONS | F | -0.12% | |
| VVV | D | -0.12% | |
| RMBS | B | -0.12% | |
| EDR | A | -0.12% | |
| PATH | C | -0.12% | |
| AMG | B | -0.12% | |
| NFG | A | -0.12% | |
| ZWS | B | -0.12% | |
| OLLI | D | -0.12% | |
| MMS | F | -0.11% | |
| GAP | C | -0.11% | |
| VLY | B | -0.11% | |
| POR | C | -0.11% | |
| FIVE | F | -0.11% | |
| ST | F | -0.11% | |
| TKR | D | -0.11% | |
| HXL | F | -0.11% | |
| OLN | F | -0.11% | |
| ROIV | C | -0.11% | |
| NXST | C | -0.11% | |
| SON | F | -0.11% | |
| BYD | B | -0.11% | |
| POST | C | -0.11% | |
| U | C | -0.11% | |
| AL | B | -0.11% | |
| OZK | B | -0.11% | |
| INSP | D | -0.11% | |
| AM | A | -0.11% | |
| UGI | C | -0.11% | |
| EEFT | B | -0.1% | |
| AN | C | -0.1% | |
| BKH | A | -0.1% | |
| PSN | D | -0.1% | |
| MUR | D | -0.1% | |
| CIVI | D | -0.1% | |
| ALKS | C | -0.1% | |
| RH | C | -0.1% | |
| OGN | F | -0.09% | |
| HOG | D | -0.09% | |
| ASGN | F | -0.09% | |
| RYN | D | -0.09% | |
| CELH | F | -0.09% | |
| CRSP | D | -0.09% | |
| KRC | B | -0.09% | |
| WLK | D | -0.09% | |
| FLO | D | -0.09% | |
| NSIT | F | -0.09% | |
| DLB | B | -0.09% | |
| LANC | C | -0.08% | |
| PII | F | -0.08% | |
| ACHC | F | -0.08% | |
| WU | F | -0.08% | |
| XRAY | F | -0.08% | |
| W | D | -0.08% | |
| OPCH | D | -0.08% | |
| MDU | D | -0.08% | |
| ASH | F | -0.08% | |
| DNB | B | -0.08% | |
| ALGM | D | -0.07% | |
| PAG | B | -0.07% | |
| PBF | D | -0.07% | |
| VAL | F | -0.07% | |
| RIG | D | -0.07% | |
| CHH | A | -0.07% | |
| IAC | F | -0.07% | |
| AGR | A | -0.06% | |
| SMMT | D | -0.06% | |
| BOKF | B | -0.06% | |
| COTY | F | -0.06% | |
| ADTN | A | -0.06% | |
| COLM | C | -0.06% | |
| APLS | F | -0.06% | |
| CACC | D | -0.06% | |
| TNET | F | -0.06% | |
| AMKR | D | -0.06% | |
| INFA | D | -0.05% | |
| PPC | C | -0.05% | |
| SHC | F | -0.05% | |
| RCM | A | -0.05% | |
| LCID | F | -0.05% | |
| CNXC | F | -0.04% | |
| DJT | C | -0.04% | |
| CLVT | D | -0.04% | |
| UI | B | -0.03% | |
| REYN | D | -0.03% | |
| FG | A | -0.02% | |
| CNA | C | -0.02% |
AOTG: Top Represented Industries & Keywords
Industries:
Software - Application
Software - Infrastructure
Credit Services
Semiconductors
Internet Content & Information
Specialty Retail
Auto Manufacturers
Banks - Diversified
Biotechnology
Business Services
Drug Manufacturers - Major
Health Information Services
Media - Diversified
Pay TV
Real Estate Services
Telecom Services
SCHM: Top Represented Industries & Keywords
Industries:
Biotechnology
Banks - Regional - US
Software - Application
Diversified Industrials
Business Services
Oil & Gas E&P
Asset Management
Software - Infrastructure
Packaged Foods
Building Materials
Packaging & Containers
Specialty Retail
Diagnostics & Research
Engineering & Construction
Insurance - Property & Casualty
Capital Markets
Information Technology Services
Medical Care
REIT - Industrial
Utilities - Regulated Electric
Compare ETFs
