SAEF vs. NWLG ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to Nuveen Winslow Large-Cap Growth ESG ETF (NWLG)
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
NWLG
Nuveen Winslow Large-Cap Growth ESG ETF
NWLG Description
The investment seeks to provide long-term capital appreciation. The fund invests primarily in exchange-traded equity securities of large-cap U.S. companies that exhibit ESG characteristics. It invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in exchange-traded equity securities of companies with large capitalizations at the time of purchase. The fund may invest up to 20% of its net assets in non-U.S. equity securities listed on a foreign exchange that trade on such exchange contemporaneously with the shares of the fund.Grade (RS Rating)
Last Trade
$33.65
Average Daily Volume
821
42
Performance
Period | SAEF | NWLG |
---|---|---|
30 Days | 8.53% | 3.69% |
60 Days | 9.20% | 5.11% |
90 Days | 11.05% | 6.29% |
12 Months | 40.04% | 36.57% |
SAEF Overweight 54 Positions Relative to NWLG
Symbol | Grade | Weight | |
---|---|---|---|
OSW | A | 4.39% | |
BCO | D | 4.21% | |
NCLH | B | 3.64% | |
LIND | C | 3.32% | |
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% | |
NTRS | A | 2.09% | |
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% | |
IPG | 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% | |
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% | |
PARA | C | 0.56% | |
PHIN | A | 0.28% |
SAEF Underweight 39 Positions Relative to NWLG
Symbol | Grade | Weight | |
---|---|---|---|
MSFT | F | -12.09% | |
NVDA | C | -9.85% | |
AMZN | C | -8.8% | |
AAPL | C | -5.8% | |
GOOGL | C | -3.26% | |
TT | A | -2.84% | |
GOOG | C | -2.8% | |
MA | C | -2.79% | |
AVGO | D | -2.73% | |
SPOT | B | -2.61% | |
ISRG | A | -2.42% | |
WDAY | B | -2.31% | |
INTU | C | -2.1% | |
ORCL | B | -2.06% | |
BKNG | A | -2.04% | |
NFLX | A | -2.02% | |
NOW | A | -1.92% | |
MELI | D | -1.91% | |
LLY | F | -1.89% | |
GE | D | -1.85% | |
CMG | B | -1.6% | |
SHOP | B | -1.44% | |
ANET | C | -1.4% | |
AMD | F | -1.28% | |
LRCX | F | -1.27% | |
SYK | C | -1.2% | |
ASML | F | -1.2% | |
ORLY | B | -1.2% | |
APH | A | -1.15% | |
TXN | C | -1.12% | |
HLT | A | -1.04% | |
BSX | B | -0.99% | |
SNPS | B | -0.99% | |
VMC | B | -0.96% | |
ECL | D | -0.96% | |
WCN | A | -0.9% | |
ALNY | D | -0.85% | |
ADBE | C | -0.81% | |
UBER | D | -0.5% |
SAEF: Top Represented Industries & Keywords
NWLG: Top Represented Industries & Keywords