SAEF vs. EQTY ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to Kovitz Core Equity ETF (EQTY)
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
$28.88
Average Daily Volume
2,765
57
EQTY
Kovitz Core Equity ETF
EQTY Description
The Kovitz Core Equity ETF seeks long-term capital appreciation. Through our fundamental, research-driven process, we strive to build diversified portfolios of equity investments through the purchase of competitively advantaged and financially strong companies at prices substantially less than our estimate of their intrinsic values.Grade (RS Rating)
Last Trade
$24.14
Average Daily Volume
36,505
38
Performance
| Period | SAEF | EQTY |
|---|---|---|
| 30 Days | 8.53% | 2.94% |
| 60 Days | 9.20% | 5.30% |
| 90 Days | 11.05% | 6.95% |
| 12 Months | 40.04% | 29.19% |
SAEF Overweight 53 Positions Relative to EQTY
| Symbol | Grade | Weight | |
|---|---|---|---|
| OSW | A | 4.39% | |
| BCO | D | 4.21% | |
| NCLH | B | 3.64% | |
| LIND | C | 3.32% | |
| KKR | A | 2.42% | |
| FAF | A | 2.41% | |
| GNRC | B | 2.41% | |
| ZBRA | B | 2.3% | |
| NVT | B | 2.29% | |
| JLL | D | 2.28% | |
| GS | A | 2.24% | |
| REZI | A | 2.14% | |
| NTRS | A | 2.09% | |
| FICO | B | 2.08% | |
| PBH | A | 2.04% | |
| MAT | D | 1.81% | |
| KMT | B | 1.8% | |
| CBRE | B | 1.79% | |
| CRL | C | 1.78% | |
| GNTX | C | 1.76% | |
| MIDD | C | 1.71% | |
| LFUS | F | 1.57% | |
| WEX | D | 1.54% | |
| KN | B | 1.53% | |
| MTB | A | 1.53% | |
| DNB | B | 1.5% | |
| AXTA | A | 1.41% | |
| MANU | C | 1.41% | |
| NVST | B | 1.31% | |
| MAS | D | 1.29% | |
| BIO | D | 1.28% | |
| MSGS | A | 1.26% | |
| ZBH | C | 1.25% | |
| ADTN | A | 1.24% | |
| LH | C | 1.23% | |
| MHK | D | 1.22% | |
| IPG | D | 1.22% | |
| SSD | D | 1.21% | |
| ST | F | 1.21% | |
| SNA | A | 1.19% | |
| BRC | D | 1.16% | |
| ATGE | B | 1.15% | |
| AFL | B | 1.13% | |
| MSGE | F | 1.1% | |
| BWA | D | 1.09% | |
| KFY | B | 0.97% | |
| SJM | D | 0.94% | |
| PGR | A | 0.92% | |
| REYN | D | 0.91% | |
| LESL | C | 0.86% | |
| HCKT | B | 0.83% | |
| PARA | C | 0.56% | |
| PHIN | A | 0.28% |
SAEF Underweight 34 Positions Relative to EQTY
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | D | -4.81% | |
| AMZN | C | -4.81% | |
| SCHW | B | -4.68% | |
| GOOG | C | -4.14% | |
| BDX | F | -3.98% | |
| V | A | -3.77% | |
| CRM | B | -3.76% | |
| PM | B | -3.75% | |
| J | F | -3.58% | |
| ICE | C | -3.4% | |
| LOW | D | -3.16% | |
| BRK.A | B | -3.16% | |
| PCAR | B | -3.13% | |
| AXP | A | -3.02% | |
| ORCL | B | -2.96% | |
| AON | A | -2.92% | |
| JPM | A | -2.57% | |
| PPG | F | -2.36% | |
| AAPL | C | -1.89% | |
| DLTR | F | -1.86% | |
| ANET | C | -1.84% | |
| ADI | D | -1.73% | |
| DEO | F | -1.72% | |
| AMAT | F | -1.67% | |
| HAS | D | -1.07% | |
| AMD | F | -0.94% | |
| HAYW | B | -0.65% | |
| GOOGL | C | -0.49% | |
| MSFT | F | -0.24% | |
| SYK | C | -0.13% | |
| GGG | B | -0.1% | |
| VRSK | A | -0.08% | |
| ABT | B | -0.06% | |
| EFX | F | -0.06% |
SAEF: Top Represented Industries & Keywords
EQTY: Top Represented Industries & Keywords
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