SAEF vs. EVX ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to Market Vectors Environment Index ETF Fund (EVX)
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
2,151
57
EVX
Market Vectors Environment Index ETF Fund
EVX Description
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the NYSE Arca Environmental Services Index (the "Environmental Services Index"). The fund normally invests at least 80% of its total assets in common stocks and American depositary receipts ("ADRs") of companies involved in the environmental services industry. It is non-diversified.Grade (RS Rating)
Last Trade
$183.52
Average Daily Volume
1,370
20
Performance
Period | SAEF | EVX |
---|---|---|
30 Days | 2.95% | 0.04% |
60 Days | 7.98% | 1.98% |
90 Days | 11.81% | 5.07% |
12 Months | 37.28% | 28.94% |
0 Overlapping Holdings
Symbol | Grade | Weight in SAEF | Weight in EVX | Overlap |
---|
SAEF Overweight 57 Positions Relative to EVX
Symbol | Grade | Weight | |
---|---|---|---|
OSW | B | 4.39% | |
BCO | F | 4.21% | |
NCLH | B | 3.64% | |
FI | A | 3.4% | |
LIND | A | 3.32% | |
KKR | A | 2.42% | |
FAF | C | 2.41% | |
GNRC | B | 2.41% | |
ZBRA | B | 2.3% | |
NVT | B | 2.29% | |
JLL | C | 2.28% | |
GS | A | 2.24% | |
REZI | A | 2.14% | |
NTRS | A | 2.09% | |
FICO | A | 2.08% | |
PBH | A | 2.04% | |
MAT | C | 1.81% | |
KMT | B | 1.8% | |
CBRE | B | 1.79% | |
CRL | D | 1.78% | |
GNTX | C | 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 | A | 1.41% | |
MSI | A | 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 | A | 1.19% | |
BRC | C | 1.16% | |
ATGE | B | 1.15% | |
AFL | C | 1.13% | |
MSGE | D | 1.1% | |
BWA | A | 1.09% | |
KMX | B | 0.98% | |
KFY | B | 0.97% | |
SJM | F | 0.94% | |
PGR | B | 0.92% | |
REYN | D | 0.91% | |
LESL | C | 0.86% | |
HCKT | A | 0.83% | |
PARA | C | 0.56% | |
PHIN | A | 0.28% |
SAEF Underweight 20 Positions Relative to EVX
SAEF: Top Represented Industries & Keywords
EVX: Top Represented Industries & Keywords