SAEF vs. KONG ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to Formidable Fortress ETF (KONG)
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
$28.58
Average Daily Volume
2,753
57
KONG
Formidable Fortress ETF
KONG Description
The investment seeks long-term capital appreciation. Under normal market conditions, the fund seeks to meet its investment objective by investing in large- and mid-cap equity securities, including common stocks, related depository receipts, real estate investment trusts (REITs), and other equity investments or ownership interests in business enterprises. It invests predominantly in common stocks of large- and mid-cap companies (the "Investable Universe"). The fund's derivative investments may include, among other instruments: (i) options; (ii) volatility-linked ETFs; and (iii) volatility-linked exchange-traded notes (ETNs). It is non-diversified.Grade (RS Rating)
Last Trade
$30.44
Average Daily Volume
2,555
33
Performance
| Period | SAEF | KONG |
|---|---|---|
| 30 Days | 7.36% | 3.25% |
| 60 Days | 8.34% | 4.95% |
| 90 Days | 9.91% | 7.97% |
| 12 Months | 38.59% | 20.74% |
SAEF Overweight 55 Positions Relative to KONG
| Symbol | Grade | Weight | |
|---|---|---|---|
| OSW | B | 4.39% | |
| BCO | F | 4.21% | |
| NCLH | B | 3.64% | |
| FI | A | 3.4% | |
| LIND | C | 3.32% | |
| KKR | A | 2.42% | |
| FAF | A | 2.41% | |
| GNRC | C | 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 | D | 1.78% | |
| MIDD | C | 1.71% | |
| KEYS | A | 1.65% | |
| LFUS | D | 1.57% | |
| WEX | D | 1.54% | |
| KN | B | 1.53% | |
| MTB | A | 1.53% | |
| DNB | B | 1.5% | |
| AXTA | B | 1.41% | |
| MSI | B | 1.41% | |
| MANU | B | 1.41% | |
| NVST | B | 1.31% | |
| MAS | D | 1.29% | |
| BIO | C | 1.28% | |
| MSGS | A | 1.26% | |
| ZBH | C | 1.25% | |
| ADTN | A | 1.24% | |
| LH | B | 1.23% | |
| MHK | D | 1.22% | |
| IPG | D | 1.22% | |
| SSD | F | 1.21% | |
| ST | F | 1.21% | |
| BRC | D | 1.16% | |
| ATGE | B | 1.15% | |
| AFL | B | 1.13% | |
| MSGE | F | 1.1% | |
| BWA | D | 1.09% | |
| KMX | B | 0.98% | |
| KFY | B | 0.97% | |
| SJM | D | 0.94% | |
| PGR | A | 0.92% | |
| REYN | D | 0.91% | |
| LESL | D | 0.86% | |
| HCKT | B | 0.83% | |
| PARA | C | 0.56% | |
| PHIN | A | 0.28% |
SAEF Underweight 31 Positions Relative to KONG
| Symbol | Grade | Weight | |
|---|---|---|---|
| TPL | A | -5.61% | |
| MKTX | D | -3.61% | |
| IBKR | A | -3.54% | |
| FFIV | B | -3.52% | |
| NVDA | B | -3.52% | |
| UTHR | C | -3.25% | |
| ADBE | C | -3.24% | |
| FAST | B | -3.2% | |
| GOOG | C | -3.2% | |
| SPGI | C | -3.18% | |
| CTSH | B | -3.17% | |
| META | D | -3.04% | |
| WST | C | -3.01% | |
| DOX | D | -2.99% | |
| GGG | B | -2.99% | |
| GLPI | C | -2.99% | |
| SNPS | B | -2.94% | |
| RS | B | -2.94% | |
| ADM | D | -2.93% | |
| REGN | F | -2.92% | |
| MNST | C | -2.92% | |
| PSA | C | -2.89% | |
| JKHY | D | -2.85% | |
| CHE | D | -2.79% | |
| JNJ | C | -2.76% | |
| VRTX | D | -2.68% | |
| MSFT | D | -2.63% | |
| CTRA | B | -2.4% | |
| ADP | A | -2.32% | |
| EME | A | -2.22% | |
| ERIE | D | -2.11% |
SAEF: Top Represented Industries & Keywords
KONG: Top Represented Industries & Keywords
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