SAEF vs. AIVL ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to WisdomTree U.S. AI Enhanced Value Fund (AIVL)
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
$25.12
Average Daily Volume
2,771
57
AIVL
WisdomTree U.S. AI Enhanced Value Fund
AIVL Description
WisdomTree U.S. AI Enhanced Value Fund is an exchange traded fund launched by WisdomTree Investments, Inc. It is co-managed by Voya Investment Management Co. LLC, WisdomTree Asset Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in value stocks of companies across diversified market capitalization. It employs quantitative analysis to create its portfolio. The fund seeks to benchmark the performance of its portfolio against the Dow Jones U.S. Select Dividend Index. It employs proprietary research to create its portfolio. WisdomTree U.S. AI Enhanced Value Fund was formed on June 16, 2006 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$105.67
Average Daily Volume
3,361
100
Performance
| Period | SAEF | AIVL |
|---|---|---|
| 30 Days | 6.46% | 6.43% |
| 60 Days | 5.36% | 4.91% |
| 90 Days | 7.73% | 6.97% |
| 12 Months | 13.29% | 13.00% |
SAEF Overweight 52 Positions Relative to AIVL
| Symbol | Grade | Weight | |
|---|---|---|---|
| NCLH | D | 3.76% | |
| OSW | C | 3.59% | |
| LIND | D | 3.29% | |
| BCO | B | 3.15% | |
| KKR | B | 3.09% | |
| NVT | D | 2.89% | |
| REZI | C | 2.58% | |
| ZBRA | B | 2.48% | |
| CRL | B | 2.45% | |
| NTRS | B | 2.23% | |
| GS | B | 2.23% | |
| PBH | B | 2.22% | |
| FICO | B | 2.08% | |
| GNRC | C | 2.07% | |
| CBRE | A | 1.87% | |
| FAF | B | 1.85% | |
| MAT | B | 1.85% | |
| JLL | B | 1.78% | |
| MTB | B | 1.7% | |
| LFUS | B | 1.55% | |
| KN | C | 1.48% | |
| MSI | A | 1.46% | |
| AXTA | A | 1.45% | |
| KMT | C | 1.45% | |
| LESL | F | 1.42% | |
| SSD | C | 1.4% | |
| IPG | B | 1.36% | |
| MIDD | B | 1.35% | |
| ST | D | 1.35% | |
| SNA | B | 1.32% | |
| MSGE | C | 1.32% | |
| MAS | B | 1.31% | |
| LH | A | 1.3% | |
| PGR | B | 1.28% | |
| ADTN | B | 1.25% | |
| KMX | C | 1.2% | |
| MSGS | B | 1.2% | |
| AFL | A | 1.18% | |
| ATGE | B | 1.14% | |
| BWA | C | 1.13% | |
| SRCL | A | 1.12% | |
| PDCO | C | 1.1% | |
| HCKT | A | 1.02% | |
| BRC | A | 0.97% | |
| MANU | D | 0.95% | |
| MHK | B | 0.92% | |
| KFY | B | 0.91% | |
| BIO | B | 0.84% | |
| NVST | F | 0.66% | |
| SJM | B | 0.49% | |
| PARA | D | 0.36% | |
| PHIN | B | 0.25% |
SAEF Underweight 95 Positions Relative to AIVL
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | B | -3.63% | |
| ICE | A | -3.51% | |
| NDAQ | B | -3.28% | |
| MDT | C | -3.24% | |
| CMCSA | C | -2.94% | |
| WY | B | -2.93% | |
| OTIS | D | -2.93% | |
| ABT | B | -2.89% | |
| FTV | F | -2.7% | |
| USB | B | -2.62% | |
| ORI | A | -2.55% | |
| TXT | B | -2.53% | |
| A | B | -2.42% | |
| NI | A | -2.41% | |
| KDP | A | -2.4% | |
| KO | A | -2.39% | |
| CME | F | -2.31% | |
| PPL | A | -2.2% | |
| RTX | A | -1.94% | |
| TDY | B | -1.94% | |
| MO | A | -1.94% | |
| AMCR | A | -1.87% | |
| CNC | B | -1.76% | |
| KMI | B | -1.47% | |
| QGEN | A | -1.38% | |
| FR | A | -1.28% | |
| HUN | D | -1.24% | |
| PM | A | -1.18% | |
| HOLX | A | -1.16% | |
| PFE | B | -1.15% | |
| ROP | D | -1.07% | |
| HON | D | -1.07% | |
| HEI | A | -1.07% | |
| LKQ | F | -1.03% | |
| HPE | D | -1.01% | |
| WMB | B | -1.01% | |
| MMM | A | -0.96% | |
| CNP | F | -0.94% | |
| PPG | F | -0.93% | |
| CSX | B | -0.89% | |
| KHC | B | -0.77% | |
| LHX | B | -0.74% | |
| WH | C | -0.64% | |
| MDU | B | -0.64% | |
| SBAC | B | -0.64% | |
| HWM | A | -0.6% | |
| XP | F | -0.59% | |
| CNH | F | -0.56% | |
| OXY | F | -0.56% | |
| NSA | C | -0.54% | |
| CVX | C | -0.54% | |
| HXL | D | -0.53% | |
| ESI | C | -0.51% | |
| AM | C | -0.5% | |
| WEN | C | -0.46% | |
| EXEL | A | -0.45% | |
| G | B | -0.42% | |
| BAC | C | -0.41% | |
| NKE | F | -0.38% | |
| TECH | B | -0.38% | |
| RBLX | C | -0.37% | |
| SIRI | D | -0.32% | |
| FDS | F | -0.32% | |
| DXC | C | -0.31% | |
| CHRW | A | -0.3% | |
| INCY | C | -0.29% | |
| IVZ | B | -0.28% | |
| PINC | B | -0.27% | |
| SRE | A | -0.27% | |
| GTES | B | -0.27% | |
| EA | B | -0.27% | |
| OGE | A | -0.27% | |
| BRK.A | C | -0.26% | |
| ED | A | -0.26% | |
| AEE | A | -0.26% | |
| PCG | A | -0.26% | |
| DOX | B | -0.26% | |
| JCI | C | -0.25% | |
| BEN | D | -0.25% | |
| ASH | D | -0.25% | |
| GIS | B | -0.25% | |
| HRL | B | -0.25% | |
| CAG | A | -0.25% | |
| XRAY | C | -0.25% | |
| BAX | C | -0.25% | |
| EXC | B | -0.25% | |
| DCI | B | -0.25% | |
| NFG | A | -0.25% | |
| FLO | C | -0.24% | |
| ZM | F | -0.24% | |
| MOS | D | -0.24% | |
| KMB | B | -0.24% | |
| JKHY | B | -0.24% | |
| UPS | F | -0.22% | |
| M | D | -0.22% |
SAEF: Top Represented Industries & Keywords
AIVL: Top Represented Industries & Keywords
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