SAEF vs. LIT ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to Global X Lithium ETF (LIT)
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
$26.21
Average Daily Volume
3,726
56
LIT
Global X Lithium ETF
LIT Description
The investment seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive Global Lithium Index. The fund invests at least 80% of its total assets in the securities of the underlying index and in ADRs and GDRs based on the securities in the underlying index. The underlying index is designed to measure broad based equity market performance of global companies involved in the lithium industry. The fund is non-diversified.Grade (RS Rating)
Last Trade
$45.40
Average Daily Volume
317,619
7
Performance
| Period | SAEF | LIT |
|---|---|---|
| 30 Days | 0.29% | 19.76% |
| 60 Days | 7.37% | 21.75% |
| 90 Days | 10.73% | 12.13% |
| 12 Months | 32.60% | -12.71% |
0 Overlapping Holdings
| Symbol | Grade | Weight in SAEF | Weight in LIT | Overlap |
|---|
SAEF Overweight 56 Positions Relative to LIT
| Symbol | Grade | Weight | |
|---|---|---|---|
| OSW | C | 4.31% | |
| BCO | C | 3.61% | |
| LIND | D | 3.51% | |
| NCLH | C | 3.48% | |
| NVT | D | 3.04% | |
| KKR | A | 2.85% | |
| GS | C | 2.5% | |
| ZBRA | A | 2.43% | |
| REZI | D | 2.32% | |
| FICO | A | 2.29% | |
| GNRC | B | 2.24% | |
| PBH | D | 2.18% | |
| NTRS | C | 2.17% | |
| FAF | B | 2.05% | |
| GNTX | D | 1.97% | |
| CRL | F | 1.93% | |
| JLL | B | 1.93% | |
| MTB | C | 1.83% | |
| CBRE | A | 1.77% | |
| LFUS | C | 1.69% | |
| MSI | A | 1.64% | |
| KN | C | 1.63% | |
| KMT | C | 1.61% | |
| KEYS | B | 1.59% | |
| MAT | D | 1.57% | |
| ATGE | D | 1.56% | |
| AXTA | C | 1.48% | |
| ADTN | B | 1.45% | |
| ZBH | F | 1.41% | |
| ST | F | 1.41% | |
| MANU | F | 1.39% | |
| MSGS | A | 1.27% | |
| AFL | A | 1.27% | |
| IPG | C | 1.25% | |
| DNB | D | 1.2% | |
| SNA | A | 1.2% | |
| SSD | B | 1.19% | |
| MAS | A | 1.15% | |
| BRC | C | 1.11% | |
| BWA | B | 1.08% | |
| MIDD | D | 1.06% | |
| KMX | F | 1.04% | |
| PGR | C | 0.99% | |
| PDCO | F | 0.99% | |
| MSGE | A | 0.97% | |
| KFY | C | 0.96% | |
| HCKT | C | 0.94% | |
| LESL | F | 0.94% | |
| BIO | B | 0.93% | |
| REYN | D | 0.91% | |
| MHK | B | 0.83% | |
| SJM | C | 0.75% | |
| SRCL | B | 0.75% | |
| PARA | F | 0.61% | |
| NVST | D | 0.53% | |
| PHIN | C | 0.26% |
SAEF: Top Represented Industries & Keywords
LIT: Top Represented Industries & Keywords
Compare ETFs
