SAEF vs. JAVA ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to JPMorgan Active Value ETF (JAVA)
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
$24.43
Average Daily Volume
2,830
Number of Holdings
*
57
* may have additional holdings in another (foreign) market
JAVA
JPMorgan Active Value ETF
JAVA Description
JPMorgan Active Value ETF is a transparent and actively managed fund that falls within the J.P. Morgan Global Equities platform. The fund invests primarily in large-cap equities using a bottom-up approach to select stocks that have an attractive value base and the potential for capital appreciation.Grade (RS Rating)
Last Trade
$60.20
Average Daily Volume
148,664
Number of Holdings
*
166
* may have additional holdings in another (foreign) market
Performance
| Period | SAEF | JAVA |
|---|---|---|
| 30 Days | 3.12% | 1.93% |
| 60 Days | 2.57% | 1.78% |
| 90 Days | 4.78% | 3.45% |
| 12 Months | 10.91% | 12.92% |
SAEF Overweight 49 Positions Relative to JAVA
| Symbol | Grade | Weight | |
|---|---|---|---|
| NCLH | D | 3.76% | |
| OSW | C | 3.59% | |
| LIND | D | 3.29% | |
| BCO | C | 3.15% | |
| KKR | C | 3.09% | |
| REZI | C | 2.58% | |
| ZBRA | B | 2.48% | |
| CRL | A | 2.45% | |
| PBH | B | 2.22% | |
| FICO | A | 2.08% | |
| GNRC | C | 2.07% | |
| GNTX | D | 2.05% | |
| CBRE | A | 1.87% | |
| FAF | A | 1.85% | |
| MAT | A | 1.85% | |
| JLL | B | 1.78% | |
| LFUS | C | 1.55% | |
| KEYS | D | 1.53% | |
| KN | C | 1.48% | |
| MSI | A | 1.46% | |
| KMT | C | 1.45% | |
| LESL | F | 1.42% | |
| SSD | B | 1.4% | |
| IPG | C | 1.36% | |
| MIDD | A | 1.35% | |
| ST | D | 1.35% | |
| SNA | B | 1.32% | |
| MSGE | B | 1.32% | |
| LH | A | 1.3% | |
| PGR | A | 1.28% | |
| DNB | A | 1.26% | |
| ADTN | B | 1.25% | |
| KMX | B | 1.2% | |
| MSGS | B | 1.2% | |
| AFL | A | 1.18% | |
| ATGE | B | 1.14% | |
| BWA | D | 1.13% | |
| SRCL | A | 1.12% | |
| PDCO | C | 1.1% | |
| HCKT | A | 1.02% | |
| BRC | B | 0.97% | |
| MANU | D | 0.95% | |
| KFY | B | 0.91% | |
| REYN | B | 0.9% | |
| BIO | A | 0.84% | |
| NVST | D | 0.66% | |
| SJM | A | 0.49% | |
| PARA | D | 0.36% | |
| PHIN | C | 0.25% |
SAEF Underweight 158 Positions Relative to JAVA
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | A | -2.72% | |
| BRK.A | B | -2.71% | |
| CVX | D | -2.65% | |
| UNH | A | -2.46% | |
| BAC | C | -2.43% | |
| WFC | D | -2.19% | |
| ABBV | A | -1.91% | |
| PM | A | -1.84% | |
| BMY | A | -1.55% | |
| CARR | C | -1.54% | |
| CSX | C | -1.39% | |
| C | C | -1.28% | |
| CVS | C | -1.28% | |
| WMT | B | -1.21% | |
| COP | F | -1.21% | |
| SCHW | D | -1.15% | |
| TFC | B | -1.13% | |
| MCD | A | -1.08% | |
| EMR | C | -1.05% | |
| JNJ | A | -0.95% | |
| MDLZ | A | -0.93% | |
| ADI | D | -0.9% | |
| MET | C | -0.9% | |
| REGN | A | -0.89% | |
| NEE | A | -0.89% | |
| CAH | B | -0.89% | |
| MS | C | -0.88% | |
| TXN | C | -0.87% | |
| CMCSA | B | -0.84% | |
| VTR | A | -0.83% | |
| GD | A | -0.82% | |
| LOW | A | -0.8% | |
| DOV | C | -0.79% | |
| DLR | A | -0.79% | |
| SBAC | A | -0.78% | |
| TSM | D | -0.78% | |
| AZO | A | -0.77% | |
| XEL | A | -0.77% | |
| APD | B | -0.76% | |
| HON | D | -0.74% | |
| MSFT | D | -0.73% | |
| VRTX | B | -0.72% | |
| UPS | F | -0.72% | |
| TJX | A | -0.71% | |
| EOG | C | -0.71% | |
| ETN | D | -0.71% | |
| FITB | B | -0.69% | |
| LW | F | -0.68% | |
| HD | B | -0.68% | |
| CPAY | B | -0.68% | |
| PFGC | D | -0.67% | |
| AXP | C | -0.67% | |
| ELS | A | -0.66% | |
| STX | C | -0.66% | |
| MDT | A | -0.65% | |
| VMC | A | -0.64% | |
| GLW | C | -0.64% | |
| TOL | B | -0.63% | |
| EQIX | A | -0.63% | |
| PG | A | -0.62% | |
| RTX | A | -0.62% | |
| CMS | A | -0.61% | |
| FDX | B | -0.61% | |
| TRV | A | -0.6% | |
| PNC | B | -0.59% | |
| CC | F | -0.58% | |
| BLK | B | -0.57% | |
| NXPI | D | -0.56% | |
| BJ | C | -0.55% | |
| CB | A | -0.54% | |
| UNP | B | -0.53% | |
| FCX | F | -0.52% | |
| HIG | A | -0.51% | |
| BSX | D | -0.5% | |
| PH | C | -0.49% | |
| PEG | A | -0.49% | |
| CI | B | -0.48% | |
| CCL | D | -0.47% | |
| EQR | B | -0.43% | |
| META | C | -0.43% | |
| GOOG | D | -0.42% | |
| D | A | -0.41% | |
| ARES | C | -0.41% | |
| SQ | F | -0.4% | |
| USB | B | -0.38% | |
| BX | B | -0.37% | |
| GPK | A | -0.36% | |
| ORLY | A | -0.36% | |
| HSY | A | -0.35% | |
| AMD | F | -0.34% | |
| PEP | A | -0.34% | |
| FIS | C | -0.34% | |
| NOC | A | -0.33% | |
| HUM | D | -0.33% | |
| RRX | B | -0.32% | |
| UHS | A | -0.31% | |
| BDX | A | -0.31% | |
| MMC | A | -0.3% | |
| FCNCA | B | -0.3% | |
| AMT | A | -0.29% | |
| IBM | A | -0.29% | |
| BIIB | F | -0.29% | |
| RSG | A | -0.28% | |
| CHTR | A | -0.28% | |
| MCHP | F | -0.28% | |
| AGCO | F | -0.28% | |
| NI | A | -0.27% | |
| BKR | B | -0.27% | |
| LLY | D | -0.27% | |
| SLGN | A | -0.26% | |
| ADM | D | -0.26% | |
| TMUS | A | -0.26% | |
| TT | C | -0.25% | |
| DAL | F | -0.25% | |
| DE | D | -0.25% | |
| RCL | C | -0.24% | |
| WMG | F | -0.24% | |
| EQT | F | -0.24% | |
| CME | C | -0.23% | |
| BKNG | D | -0.23% | |
| TER | D | -0.23% | |
| KTB | B | -0.23% | |
| DG | D | -0.23% | |
| MRK | D | -0.23% | |
| BMRN | C | -0.23% | |
| HST | D | -0.22% | |
| PFE | A | -0.22% | |
| IP | B | -0.21% | |
| TMO | A | -0.21% | |
| LYV | D | -0.21% | |
| DIS | F | -0.21% | |
| BALL | B | -0.2% | |
| GEV | D | -0.2% | |
| AMZN | D | -0.19% | |
| COF | C | -0.18% | |
| TDG | D | -0.17% | |
| MTG | B | -0.17% | |
| AVB | A | -0.16% | |
| HPE | D | -0.16% | |
| NBIX | A | -0.16% | |
| AON | A | -0.15% | |
| UBER | F | -0.15% | |
| ETR | A | -0.15% | |
| AA | F | -0.14% | |
| BAX | C | -0.14% | |
| JEF | B | -0.14% | |
| PLD | B | -0.14% | |
| CPRI | F | -0.13% | |
| FSLR | D | -0.13% | |
| OUT | B | -0.13% | |
| ORCL | C | -0.12% | |
| VNO | B | -0.12% | |
| ICE | B | -0.11% | |
| WBD | C | -0.09% | |
| AES | D | -0.03% | |
| SIRI | C | -0.0% | |
| NKE | F | -0.0% | |
| AER | C | -0.0% |
SAEF: Top Represented Industries & Keywords
Industries:
Leisure
Auto Parts
Communication Equipment
Diagnostics & Research
Diversified Industrials
Entertainment
Security & Protection Services
Tools & Accessories
Asset Management
Medical Distribution
Real Estate Services
Scientific & Technical Instruments
Advertising Agencies
Auto & Truck Dealerships
Banks - Regional - US
Building Materials
Business Services
Capital Markets
Education & Training Services
Electronic Components
Keywords:
S&P 500
Aerospace
Chemical
Insurance
Pharmaceutical
Access Control
Baking
Banking
Cash Management
Cruise Ship
Electrical Engineering
Electromagnetism
Infection
Investment Management Services
Medicine
Network Infrastructure
Telecommunications
Access Control Systems
Air Conditioning Systems
Airport
JAVA: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Banks - Regional - US
Semiconductors
Asset Management
Diversified Industrials
Aerospace & Defense
Biotechnology
Health Care Plans
Packaging & Containers
Specialty Retail
Utilities - Diversified
Banks - Global
Capital Markets
Medical Devices
Oil & Gas E&P
REIT - Residential
Telecom Services
Utilities - Regulated Electric
Apparel Manufacturing
Building Materials
Compare ETFs
