SAEF vs. DVOL ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL)
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
DVOL
First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Dorsey Wright Momentum Plus Low Volatility Index (the "index"). Under normal conditions, the fund will invest at least 90% of its net assets (including investment borrowings) in the equity securities that comprise the index. The index is a rules-based equity index designed to track the overall performance of the 50 stocks comprising the NASDAQ US Large Mid Index that exhibit the lowest levels of volatility while still maintaining high levels of "relative strength." The fund is non-diversified.Grade (RS Rating)
Last Trade
$35.46
Average Daily Volume
3,886
50
Performance
| Period | SAEF | DVOL |
|---|---|---|
| 30 Days | 2.85% | 2.77% |
| 60 Days | 6.09% | 7.45% |
| 90 Days | 10.17% | 10.57% |
| 12 Months | 35.43% | 34.60% |
SAEF Overweight 53 Positions Relative to DVOL
| Symbol | Grade | Weight | |
|---|---|---|---|
| OSW | B | 4.39% | |
| BCO | F | 4.21% | |
| NCLH | B | 3.64% | |
| 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% | |
| 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% | |
| MSGE | F | 1.1% | |
| BWA | D | 1.09% | |
| KMX | C | 0.98% | |
| KFY | B | 0.97% | |
| SJM | D | 0.94% | |
| REYN | D | 0.91% | |
| LESL | C | 0.86% | |
| HCKT | B | 0.83% | |
| PARA | D | 0.56% | |
| PHIN | B | 0.28% |
SAEF Underweight 46 Positions Relative to DVOL
| Symbol | Grade | Weight | |
|---|---|---|---|
| TMUS | B | -3.36% | |
| RSG | A | -3.14% | |
| V | A | -3.05% | |
| KMI | A | -3.04% | |
| DTM | A | -2.98% | |
| MMC | D | -2.88% | |
| WMB | A | -2.83% | |
| MA | B | -2.8% | |
| INGR | B | -2.75% | |
| CACI | C | -2.75% | |
| TJX | A | -2.68% | |
| LIN | D | -2.68% | |
| CTAS | B | -2.64% | |
| WELL | A | -2.64% | |
| CB | C | -2.52% | |
| NOC | D | -2.49% | |
| WMT | A | -2.4% | |
| RTX | D | -2.34% | |
| HLT | A | -2.31% | |
| OKE | A | -2.3% | |
| AMP | A | -2.23% | |
| BRO | B | -2.22% | |
| PKG | B | -2.07% | |
| JPM | A | -1.96% | |
| AM | A | -1.77% | |
| MSFT | D | -1.7% | |
| COST | A | -1.68% | |
| CW | B | -1.65% | |
| EHC | B | -1.64% | |
| GWW | B | -1.49% | |
| WAB | B | -1.44% | |
| AIG | C | -1.4% | |
| HEI | A | -1.37% | |
| CAH | B | -1.31% | |
| ALL | A | -1.26% | |
| ENSG | D | -1.26% | |
| TRV | A | -1.23% | |
| PTC | B | -1.22% | |
| HLI | B | -1.21% | |
| SF | B | -1.07% | |
| BRX | A | -1.04% | |
| RGA | B | -1.01% | |
| TW | A | -0.98% | |
| WRB | B | -0.96% | |
| MTG | D | -0.95% | |
| TDG | D | -0.88% |
SAEF: Top Represented Industries & Keywords
DVOL: Top Represented Industries & Keywords
Compare ETFs
