FXG vs. SAEF ETF Comparison
Comparison of First Trust Cons. Staples AlphaDEX (FXG) to Schwab Ariel ESG ETF (SAEF)
FXG
First Trust Cons. Staples AlphaDEX
FXG Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the StrataQuant(R) Consumer Staples Index. The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by NYSE Euronext to objectively identify and select stocks from the Russell 1000(R) Index in the consumer staples sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) selection methodology. It is non-diversified.
Grade (RS Rating)
Last Trade
$67.73
Average Daily Volume
24,422
39
SAEF
Schwab Ariel ESG ETF
SAEF Description
Schwab Ariel ESG ETF is an exchange traded fund launched and managed by Charles Schwab Investment Management, Inc. The fund is co-managed by Ariel Investments, LLC. It invests in the public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of diverse market cap companies, within the market capitalization range of the Russell 2500 Index. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio. It employs proprietary research to create its portfolio. Schwab Ariel ESG ETF was formed on November 16, 2021 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$27.99
Average Daily Volume
2,492
57
Performance
Period | FXG | SAEF |
---|---|---|
30 Days | -0.35% | 2.85% |
60 Days | 0.24% | 6.09% |
90 Days | 0.90% | 10.17% |
12 Months | 13.64% | 35.43% |
FXG Overweight 37 Positions Relative to SAEF
Symbol | Grade | Weight | |
---|---|---|---|
PPC | B | 4.74% | |
DAR | B | 4.68% | |
TAP | B | 4.6% | |
INGR | B | 4.52% | |
PFGC | B | 4.51% | |
LW | C | 4.1% | |
FRPT | A | 3.72% | |
BG | D | 3.71% | |
ADM | D | 3.59% | |
CVS | F | 3.57% | |
KR | B | 3.44% | |
ACI | C | 3.42% | |
SPB | C | 3.26% | |
POST | C | 3.13% | |
KHC | F | 3.03% | |
GO | C | 2.7% | |
CASY | A | 2.7% | |
MO | A | 2.69% | |
HRL | D | 2.38% | |
STZ | D | 2.32% | |
GIS | F | 2.19% | |
CL | D | 2.18% | |
SAM | C | 1.85% | |
COR | B | 1.84% | |
USFD | A | 1.8% | |
TSN | B | 1.76% | |
CTVA | C | 1.62% | |
HSY | F | 1.59% | |
KDP | D | 1.48% | |
KO | D | 1.45% | |
CLX | A | 0.84% | |
SYY | D | 0.81% | |
FLO | D | 0.78% | |
KMB | C | 0.77% | |
COKE | C | 0.77% | |
CPB | D | 0.75% | |
MDLZ | F | 0.74% |
FXG Underweight 55 Positions Relative to SAEF
Symbol | Grade | Weight | |
---|---|---|---|
OSW | B | -4.39% | |
BCO | F | -4.21% | |
NCLH | B | -3.64% | |
FI | A | -3.4% | |
LIND | B | -3.32% | |
KKR | A | -2.42% | |
FAF | C | -2.41% | |
GNRC | B | -2.41% | |
ZBRA | B | -2.3% | |
NVT | C | -2.29% | |
JLL | D | -2.28% | |
GS | B | -2.24% | |
REZI | A | -2.14% | |
NTRS | A | -2.09% | |
FICO | B | -2.08% | |
PBH | A | -2.04% | |
MAT | D | -1.81% | |
KMT | C | -1.8% | |
CBRE | B | -1.79% | |
CRL | D | -1.78% | |
GNTX | F | -1.76% | |
MIDD | D | -1.71% | |
KEYS | C | -1.65% | |
LFUS | D | -1.57% | |
WEX | F | -1.54% | |
KN | B | -1.53% | |
MTB | A | -1.53% | |
DNB | B | -1.5% | |
AXTA | B | -1.41% | |
MSI | B | -1.41% | |
MANU | C | -1.41% | |
NVST | C | -1.31% | |
MAS | D | -1.29% | |
BIO | C | -1.28% | |
MSGS | B | -1.26% | |
ZBH | C | -1.25% | |
ADTN | A | -1.24% | |
LH | B | -1.23% | |
MHK | D | -1.22% | |
IPG | F | -1.22% | |
SSD | D | -1.21% | |
ST | F | -1.21% | |
SNA | B | -1.19% | |
BRC | C | -1.16% | |
ATGE | B | -1.15% | |
AFL | C | -1.13% | |
MSGE | F | -1.1% | |
BWA | D | -1.09% | |
KMX | C | -0.98% | |
KFY | B | -0.97% | |
PGR | B | -0.92% | |
LESL | C | -0.86% | |
HCKT | B | -0.83% | |
PARA | D | -0.56% | |
PHIN | B | -0.28% |
FXG: Top Represented Industries & Keywords
SAEF: Top Represented Industries & Keywords