SAEF vs. JPSV ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to JPMorgan Active Small Cap Value ETF (JPSV)
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
JPSV
JPMorgan Active Small Cap Value ETF
JPSV Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap companies. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000® Value Index stocks at the time of purchase.Grade (RS Rating)
Last Trade
$61.79
Average Daily Volume
1,155
111
Performance
Period | SAEF | JPSV |
---|---|---|
30 Days | 2.95% | 1.52% |
60 Days | 7.98% | 4.80% |
90 Days | 11.81% | 7.12% |
12 Months | 37.28% | 25.02% |
SAEF Overweight 55 Positions Relative to JPSV
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% | |
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% | |
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 109 Positions Relative to JPSV
Symbol | Grade | Weight | |
---|---|---|---|
EHC | B | -1.96% | |
SIGI | A | -1.81% | |
SSB | A | -1.5% | |
ADC | A | -1.38% | |
HLNE | A | -1.32% | |
GPI | A | -1.32% | |
RDN | C | -1.3% | |
IBCP | A | -1.29% | |
SAFT | A | -1.27% | |
FUL | F | -1.24% | |
ONB | B | -1.21% | |
KRG | B | -1.21% | |
BUSE | A | -1.18% | |
CAC | A | -1.16% | |
CPK | A | -1.14% | |
PFSI | D | -1.14% | |
ENSG | D | -1.13% | |
KTB | A | -1.13% | |
MHO | D | -1.12% | |
HAYW | A | -1.11% | |
CHX | C | -1.1% | |
OGS | A | -1.08% | |
COLB | A | -1.07% | |
PRMW | C | -1.07% | |
DFIN | D | -1.06% | |
CTRE | D | -1.05% | |
SHOO | D | -1.03% | |
KAI | A | -1.03% | |
POR | D | -1.03% | |
MRTN | C | -1.03% | |
CSWI | B | -1.01% | |
AIT | A | -1.0% | |
SFNC | B | -1.0% | |
IAC | D | -1.0% | |
BANF | A | -0.99% | |
MLI | B | -0.99% | |
UFPI | C | -0.99% | |
WSFS | A | -0.99% | |
MGY | A | -0.98% | |
AZZ | B | -0.98% | |
WTS | A | -0.97% | |
IOSP | C | -0.96% | |
UTL | C | -0.93% | |
MOG.A | B | -0.93% | |
VRTS | A | -0.9% | |
QCRH | A | -0.9% | |
CHRD | F | -0.9% | |
PFS | A | -0.9% | |
PFC | A | -0.89% | |
HIW | D | -0.89% | |
MTDR | C | -0.89% | |
AWR | A | -0.88% | |
PDCO | F | -0.88% | |
MGRC | B | -0.88% | |
BECN | B | -0.87% | |
CDP | C | -0.86% | |
CNX | A | -0.85% | |
IRT | A | -0.84% | |
FCF | A | -0.82% | |
FRME | A | -0.8% | |
EPC | F | -0.79% | |
SCL | D | -0.78% | |
ALG | B | -0.78% | |
IPAR | C | -0.77% | |
PATK | C | -0.75% | |
TCBK | A | -0.74% | |
GHC | A | -0.73% | |
TRNO | D | -0.73% | |
VSH | F | -0.71% | |
TTMI | B | -0.7% | |
HTBK | A | -0.68% | |
CRI | D | -0.67% | |
ASGN | D | -0.67% | |
CSR | A | -0.66% | |
PLXS | B | -0.65% | |
NPO | A | -0.65% | |
CDRE | D | -0.64% | |
MTH | D | -0.64% | |
VRRM | D | -0.62% | |
LZB | A | -0.62% | |
DIOD | F | -0.62% | |
INDB | A | -0.62% | |
CHCO | A | -0.6% | |
AMH | C | -0.6% | |
ANET | C | -0.59% | |
PLYM | F | -0.59% | |
PTVE | C | -0.59% | |
IRDM | C | -0.58% | |
SHO | D | -0.56% | |
TTC | D | -0.54% | |
FLO | D | -0.54% | |
DOLE | D | -0.54% | |
SYNA | C | -0.53% | |
NSIT | F | -0.51% | |
HWKN | C | -0.5% | |
SCSC | B | -0.5% | |
URBN | C | -0.5% | |
UTMD | D | -0.49% | |
WFRD | F | -0.49% | |
INMD | C | -0.44% | |
KWR | C | -0.43% | |
RYN | D | -0.43% | |
EVRI | A | -0.42% | |
WHD | B | -0.41% | |
SWX | A | -0.39% | |
RLJ | C | -0.37% | |
FTRE | D | -0.29% | |
BLMN | F | -0.29% | |
FIX | A | -0.24% |
SAEF: Top Represented Industries & Keywords
JPSV: Top Represented Industries & Keywords