SAEF vs. NUDV ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to Nuveen ESG Dividend ETF (NUDV)
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
$28.88
Average Daily Volume
2,765
Number of Holdings
*
57
* may have additional holdings in another (foreign) market
NUDV
Nuveen ESG Dividend ETF
NUDV Description
Nuveen ESG Dividend ETF is an exchange traded fund launched and managed by Nuveen Fund Advisors, LLC. The fund is co-managed by Teachers Advisors, 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 companies across diversified market capitalization. It invests in dividend paying stocks of companies. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It does not invest in companies related to alcohol production, tobacco production, nuclear power, gambling, and weapons and firearm production. The fund replicates the performance of the TIAA ESG USA High Dividend Index, by using full replication technique. Nuveen ESG Dividend ETF was formed on September 27, 2021 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$30.58
Average Daily Volume
6,880
Number of Holdings
*
120
* may have additional holdings in another (foreign) market
Performance
| Period | SAEF | NUDV |
|---|---|---|
| 30 Days | 8.53% | 2.76% |
| 60 Days | 9.20% | 3.76% |
| 90 Days | 11.05% | 6.72% |
| 12 Months | 40.04% | 31.22% |
SAEF Overweight 52 Positions Relative to NUDV
| Symbol | Grade | Weight | |
|---|---|---|---|
| OSW | A | 4.39% | |
| BCO | D | 4.21% | |
| NCLH | B | 3.64% | |
| FI | A | 3.4% | |
| LIND | C | 3.32% | |
| KKR | A | 2.42% | |
| FAF | A | 2.41% | |
| GNRC | B | 2.41% | |
| ZBRA | B | 2.3% | |
| NVT | B | 2.29% | |
| JLL | D | 2.28% | |
| REZI | A | 2.14% | |
| FICO | B | 2.08% | |
| PBH | A | 2.04% | |
| MAT | D | 1.81% | |
| KMT | B | 1.8% | |
| CBRE | B | 1.79% | |
| CRL | C | 1.78% | |
| GNTX | C | 1.76% | |
| MIDD | C | 1.71% | |
| KEYS | A | 1.65% | |
| LFUS | F | 1.57% | |
| WEX | D | 1.54% | |
| KN | B | 1.53% | |
| MTB | A | 1.53% | |
| DNB | B | 1.5% | |
| AXTA | A | 1.41% | |
| MSI | B | 1.41% | |
| MANU | C | 1.41% | |
| NVST | B | 1.31% | |
| MAS | D | 1.29% | |
| BIO | D | 1.28% | |
| MSGS | A | 1.26% | |
| ZBH | C | 1.25% | |
| ADTN | A | 1.24% | |
| LH | C | 1.23% | |
| MHK | D | 1.22% | |
| SSD | D | 1.21% | |
| ST | F | 1.21% | |
| SNA | A | 1.19% | |
| BRC | D | 1.16% | |
| ATGE | B | 1.15% | |
| 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 | C | 0.86% | |
| HCKT | B | 0.83% | |
| PHIN | A | 0.28% |
SAEF Underweight 115 Positions Relative to NUDV
| Symbol | Grade | Weight | |
|---|---|---|---|
| HD | A | -2.06% | |
| BAC | A | -2.04% | |
| MS | A | -1.86% | |
| JNJ | D | -1.85% | |
| CSCO | B | -1.81% | |
| CAT | B | -1.68% | |
| IBM | C | -1.68% | |
| BMY | B | -1.63% | |
| GILD | C | -1.62% | |
| CMCSA | B | -1.6% | |
| LOW | D | -1.59% | |
| C | A | -1.58% | |
| ADP | B | -1.58% | |
| KO | D | -1.58% | |
| VZ | C | -1.57% | |
| INTC | D | -1.56% | |
| WELL | A | -1.56% | |
| PNC | B | -1.55% | |
| USB | A | -1.53% | |
| TXN | C | -1.51% | |
| PEP | F | -1.49% | |
| DE | A | -1.49% | |
| MRK | F | -1.48% | |
| EQIX | A | -1.48% | |
| ITW | B | -1.45% | |
| UPS | C | -1.4% | |
| MMC | B | -1.39% | |
| COF | B | -1.34% | |
| AMGN | D | -1.34% | |
| MMM | D | -1.32% | |
| CI | F | -1.3% | |
| PFE | D | -1.3% | |
| FDX | B | -1.3% | |
| OKE | A | -1.28% | |
| AMT | D | -1.27% | |
| CL | D | -1.22% | |
| TRV | B | -1.14% | |
| BK | A | -1.12% | |
| JCI | C | -1.09% | |
| TGT | F | -1.09% | |
| NXPI | D | -1.09% | |
| PSA | D | -1.02% | |
| NEM | D | -0.97% | |
| MET | A | -0.97% | |
| CMI | A | -0.96% | |
| FIS | C | -0.93% | |
| KMB | D | -0.89% | |
| PAYX | C | -0.89% | |
| CCI | D | -0.88% | |
| PRU | A | -0.87% | |
| BKR | B | -0.86% | |
| DFS | B | -0.85% | |
| KR | B | -0.77% | |
| EXC | C | -0.75% | |
| HPQ | B | -0.7% | |
| HIG | B | -0.68% | |
| KDP | D | -0.67% | |
| ED | D | -0.66% | |
| IRM | D | -0.66% | |
| AVB | B | -0.63% | |
| FITB | A | -0.62% | |
| ROK | B | -0.62% | |
| CAH | B | -0.57% | |
| TSCO | D | -0.56% | |
| STT | A | -0.55% | |
| PPG | F | -0.55% | |
| HPE | B | -0.53% | |
| BR | A | -0.52% | |
| AWK | D | -0.52% | |
| ADM | D | -0.51% | |
| NTAP | C | -0.5% | |
| SYF | B | -0.49% | |
| RF | A | -0.47% | |
| SBAC | D | -0.46% | |
| WSM | B | -0.44% | |
| IFF | D | -0.44% | |
| K | A | -0.43% | |
| ATO | A | -0.43% | |
| STLD | B | -0.42% | |
| ES | D | -0.42% | |
| CLX | B | -0.41% | |
| MKC | D | -0.38% | |
| STX | D | -0.38% | |
| KHC | F | -0.38% | |
| PFG | D | -0.38% | |
| DGX | A | -0.35% | |
| TFC | A | -0.35% | |
| BBY | D | -0.35% | |
| OC | A | -0.33% | |
| IEX | B | -0.33% | |
| AVY | D | -0.31% | |
| DOC | D | -0.29% | |
| EQH | B | -0.29% | |
| POOL | C | -0.27% | |
| CHRW | C | -0.25% | |
| CAG | D | -0.25% | |
| HBAN | A | -0.25% | |
| REG | B | -0.25% | |
| ALLE | D | -0.24% | |
| BG | F | -0.24% | |
| BXP | D | -0.23% | |
| DKS | C | -0.22% | |
| AIZ | A | -0.22% | |
| JNPR | F | -0.22% | |
| LW | C | -0.21% | |
| CNH | C | -0.2% | |
| WTRG | B | -0.2% | |
| ALLY | C | -0.19% | |
| LKQ | D | -0.19% | |
| HRL | D | -0.18% | |
| TTC | D | -0.17% | |
| CPB | D | -0.17% | |
| BBWI | D | -0.13% | |
| DINO | D | -0.13% | |
| FOX | A | -0.12% |
SAEF: Top Represented Industries & Keywords
Industries:
Leisure
Auto Parts
Business Services
Communication Equipment
Diagnostics & Research
Diversified Industrials
Entertainment
Security & Protection Services
Tools & Accessories
Asset Management
Real Estate Services
Scientific & Technical Instruments
Advertising Agencies
Auto & Truck Dealerships
Banks - Regional - US
Building Materials
Capital Markets
Education & Training Services
Electronic Components
Electronics Distribution
Keywords:
S&P 500
Aerospace
Chemical
Insurance
Access Control
Baking
Banking
Cash Management
Cruise Ship
E-Commerce
Electrical Engineering
Electromagnetism
Investment Management Services
Medicine
Network Infrastructure
Payment Systems
Pharmaceutical
Telecommunications
Access Control Systems
Air Conditioning Systems
NUDV: Top Represented Industries & Keywords
Industries:
Packaged Foods
Banks - Regional - US
Drug Manufacturers - Major
Business Services
Diversified Industrials
Insurance - Life
Specialty Retail
Asset Management
Beverages - Soft Drinks
Communication Equipment
Credit Services
Farm & Construction Equipment
Household & Personal Products
Insurance - Diversified
Integrated Shipping & Logistics
Semiconductors
Telecom Services
Banks - Global
Capital Markets
Data Storage
Keywords:
S&P 500
Nasdaq 100
Insurance
Bank
Dow Jones Component
Banking
Computing
Investment Bank
Financial Products
Investment Management
Telecommunications
Disability
Insurance Products
Life Insurance
Cash Management
Natural Gas
Pharmaceutical Products
Real Estate Investment Trust
Retail Outlets
Beverage
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