SAEF vs. NUMV ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to NuShares ESG Mid-Cap Value ETF (NUMV)
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
57
NUMV
NuShares ESG Mid-Cap Value ETF
NUMV Description
The Fund seeks to track the investments results, before fees and expenses, of the TIAA ESG USA Mid-Cap Value Index.Grade (RS Rating)
Last Trade
$37.72
Average Daily Volume
26,135
90
Performance
Period | SAEF | NUMV |
---|---|---|
30 Days | 8.53% | 3.46% |
60 Days | 9.20% | 3.19% |
90 Days | 11.05% | 5.42% |
12 Months | 40.04% | 29.93% |
SAEF Overweight 50 Positions Relative to NUMV
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% | |
GS | A | 2.24% | |
REZI | A | 2.14% | |
FICO | B | 2.08% | |
PBH | A | 2.04% | |
MAT | D | 1.81% | |
KMT | B | 1.8% | |
CRL | C | 1.78% | |
GNTX | C | 1.76% | |
MIDD | C | 1.71% | |
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% | |
MHK | D | 1.22% | |
SSD | D | 1.21% | |
ST | F | 1.21% | |
SNA | A | 1.19% | |
BRC | D | 1.16% | |
ATGE | B | 1.15% | |
AFL | B | 1.13% | |
MSGE | F | 1.1% | |
BWA | D | 1.09% | |
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 83 Positions Relative to NUMV
Symbol | Grade | Weight | |
---|---|---|---|
OKE | A | -2.82% | |
URI | B | -2.61% | |
BKR | B | -2.42% | |
HIG | B | -1.98% | |
IRM | D | -1.93% | |
HBAN | A | -1.92% | |
CAH | B | -1.92% | |
HOOD | B | -1.82% | |
PHM | D | -1.81% | |
ATO | A | -1.79% | |
GEN | B | -1.77% | |
PFG | D | -1.76% | |
HPE | B | -1.68% | |
NI | A | -1.67% | |
AWK | D | -1.66% | |
OC | A | -1.66% | |
BR | A | -1.66% | |
TRMB | B | -1.64% | |
K | A | -1.63% | |
WTW | B | -1.62% | |
CBOE | B | -1.59% | |
BXP | D | -1.58% | |
AIZ | A | -1.58% | |
ES | D | -1.57% | |
STE | F | -1.57% | |
IFF | D | -1.57% | |
ALLE | D | -1.53% | |
SOLV | C | -1.51% | |
HST | C | -1.51% | |
FSLR | F | -1.48% | |
NTAP | C | -1.48% | |
BALL | D | -1.47% | |
LYB | F | -1.47% | |
DOC | D | -1.47% | |
WPC | D | -1.37% | |
WTRG | B | -1.36% | |
EXPD | D | -1.33% | |
AVTR | F | -1.29% | |
BG | F | -1.28% | |
PNR | A | -1.22% | |
PPG | F | -1.21% | |
HOLX | D | -1.16% | |
ARE | D | -1.1% | |
LKQ | D | -1.09% | |
FOX | A | -1.05% | |
ALLY | C | -1.02% | |
GPC | D | -1.02% | |
XYL | D | -1.01% | |
IR | B | -0.96% | |
STLD | B | -0.92% | |
CHD | B | -0.83% | |
MKC | D | -0.81% | |
FITB | A | -0.8% | |
AKAM | D | -0.78% | |
STT | A | -0.77% | |
ULTA | F | -0.77% | |
MKTX | D | -0.72% | |
CCK | C | -0.66% | |
POOL | C | -0.63% | |
JBHT | C | -0.61% | |
APTV | D | -0.61% | |
NDAQ | A | -0.59% | |
CNH | C | -0.56% | |
DOV | A | -0.5% | |
HRL | D | -0.49% | |
CAG | D | -0.43% | |
DGX | A | -0.42% | |
DFS | B | -0.37% | |
BBWI | D | -0.35% | |
IEX | B | -0.35% | |
SYF | B | -0.28% | |
EQH | B | -0.26% | |
CHRW | C | -0.17% | |
CLX | B | -0.16% | |
WDC | D | -0.14% | |
ACGL | D | -0.1% | |
J | F | -0.08% | |
CFG | B | -0.07% | |
REG | B | -0.03% | |
KIM | A | -0.02% | |
TTC | D | -0.02% | |
AVY | D | -0.01% | |
AVB | B | -0.01% |
SAEF: Top Represented Industries & Keywords
NUMV: Top Represented Industries & Keywords