SAEF vs. KVLE ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to KFA Value Line Dynamic Core Equity Index ETF (KVLE)
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
$24.96
Average Daily Volume
3,886
56
KVLE
KFA Value Line Dynamic Core Equity Index ETF
KVLE Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of a specific equity securities index, the Value Line®Dynamic Core Equity Index. Under normal circumstances, the fund will invest at least 80% of its total assets in components of the underlying index. It may invest up to 20% of its assets in instruments that are not included in the underlying index, but that Fund's adviser, Krane Funds Advisors, LLC, believes will help the fund track the underlying index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$24.92
Average Daily Volume
4,652
85
Performance
| Period | SAEF | KVLE |
|---|---|---|
| 30 Days | 5.27% | 2.95% |
| 60 Days | 5.42% | 1.26% |
| 90 Days | 6.00% | 2.19% |
| 12 Months | 18.83% | 14.12% |
SAEF Overweight 54 Positions Relative to KVLE
| Symbol | Grade | Weight | |
|---|---|---|---|
| OSW | D | 4.31% | |
| BCO | B | 3.61% | |
| LIND | B | 3.51% | |
| NCLH | D | 3.48% | |
| NVT | F | 3.04% | |
| KKR | B | 2.85% | |
| ZBRA | C | 2.43% | |
| REZI | D | 2.32% | |
| FICO | A | 2.29% | |
| GNRC | C | 2.24% | |
| PBH | A | 2.18% | |
| NTRS | B | 2.17% | |
| FAF | A | 2.05% | |
| GNTX | D | 1.97% | |
| CRL | F | 1.93% | |
| JLL | B | 1.93% | |
| MTB | B | 1.83% | |
| CBRE | B | 1.77% | |
| LFUS | C | 1.69% | |
| MSI | B | 1.64% | |
| KN | D | 1.63% | |
| KMT | D | 1.61% | |
| KEYS | C | 1.59% | |
| MAT | C | 1.57% | |
| ATGE | C | 1.56% | |
| AXTA | C | 1.48% | |
| ADTN | F | 1.45% | |
| ZBH | D | 1.41% | |
| ST | D | 1.41% | |
| MANU | D | 1.39% | |
| MSGS | B | 1.27% | |
| AFL | B | 1.27% | |
| IPG | B | 1.25% | |
| DNB | B | 1.2% | |
| SSD | D | 1.19% | |
| MAS | B | 1.15% | |
| BRC | B | 1.11% | |
| BWA | D | 1.08% | |
| MIDD | D | 1.06% | |
| KMX | C | 1.04% | |
| PGR | A | 0.99% | |
| PDCO | F | 0.99% | |
| MSGE | B | 0.97% | |
| KFY | C | 0.96% | |
| HCKT | B | 0.94% | |
| LESL | F | 0.94% | |
| BIO | A | 0.93% | |
| REYN | A | 0.91% | |
| MHK | B | 0.83% | |
| SJM | A | 0.75% | |
| SRCL | A | 0.75% | |
| PARA | F | 0.61% | |
| NVST | C | 0.53% | |
| PHIN | B | 0.26% |
SAEF Underweight 83 Positions Relative to KVLE
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | D | -7.74% | |
| MSFT | D | -5.74% | |
| AAPL | C | -4.32% | |
| GOOG | D | -3.4% | |
| AMZN | D | -2.84% | |
| META | C | -2.56% | |
| HD | B | -2.21% | |
| CSCO | B | -1.96% | |
| TXN | C | -1.81% | |
| PFE | D | -1.69% | |
| PSA | A | -1.68% | |
| ADP | B | -1.67% | |
| PAYX | B | -1.58% | |
| KMB | A | -1.58% | |
| PKG | B | -1.57% | |
| DTM | B | -1.55% | |
| WEC | A | -1.53% | |
| APD | B | -1.53% | |
| BMY | B | -1.52% | |
| CMCSA | C | -1.5% | |
| GILD | A | -1.46% | |
| AMT | A | -1.44% | |
| HESM | C | -1.44% | |
| DOW | D | -1.38% | |
| ABBV | B | -1.37% | |
| SPG | B | -1.34% | |
| FAST | D | -1.34% | |
| FLO | A | -1.33% | |
| TROW | D | -1.26% | |
| BLK | B | -1.26% | |
| WU | C | -1.25% | |
| LLY | B | -1.25% | |
| MO | A | -1.23% | |
| MRK | D | -1.21% | |
| UGI | C | -1.2% | |
| IBM | A | -1.17% | |
| JPM | B | -1.14% | |
| MSM | D | -1.09% | |
| ED | A | -1.09% | |
| UNP | B | -1.0% | |
| PSX | D | -0.97% | |
| CVX | F | -0.96% | |
| PG | A | -0.92% | |
| EQIX | B | -0.89% | |
| WSO | D | -0.87% | |
| UPS | F | -0.85% | |
| CMI | B | -0.84% | |
| ETR | A | -0.81% | |
| ALE | A | -0.78% | |
| UVV | B | -0.76% | |
| AEP | A | -0.69% | |
| PEG | B | -0.66% | |
| MS | C | -0.65% | |
| OGS | B | -0.64% | |
| EVRG | A | -0.62% | |
| EPD | C | -0.62% | |
| MCD | A | -0.59% | |
| RHI | D | -0.57% | |
| NTAP | D | -0.54% | |
| CL | A | -0.52% | |
| JNJ | B | -0.5% | |
| CME | A | -0.47% | |
| ALL | B | -0.46% | |
| DUK | A | -0.41% | |
| VRT | F | -0.4% | |
| SR | B | -0.35% | |
| DKS | C | -0.31% | |
| NFLX | B | -0.31% | |
| CVS | F | -0.29% | |
| WSM | D | -0.27% | |
| APP | B | -0.19% | |
| VZ | B | -0.19% | |
| POWL | C | -0.19% | |
| LMT | A | -0.18% | |
| SMCI | F | -0.18% | |
| AVGO | D | -0.15% | |
| ORCL | A | -0.15% | |
| GD | B | -0.15% | |
| DELL | F | -0.14% | |
| RTX | B | -0.1% | |
| AMGN | C | -0.08% | |
| KRO | D | -0.06% | |
| KLAC | D | -0.06% |
SAEF: Top Represented Industries & Keywords
KVLE: Top Represented Industries & Keywords
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