SAEF vs. PXJ ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to PowerShares Dynamic Oil Services (PXJ)
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
$23.52
Average Daily Volume
1,384
57
PXJ
PowerShares Dynamic Oil Services
PXJ Description
The PowerShares Dynamic Oil & Gas Services Portfolio (Fund) is based on the Dynamic Oil & Gas Services IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index thoroughly evaluates companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is composed of stocks of 30 U.S. companies that assist in the production, processing and distribution of oil and gas. The Underlying Intellidex Index may include companies that are engaged in the drilling of oil and gas wells; manufacturing oil and gas field machinery and equipment; or providing services to the oil and gas industry, such as well analysis, platform and pipeline engineering and construction, logistics and transportation services, oil and gas well emergency management and geophysical data acquisition and processing. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$31.40
Average Daily Volume
19,744
28
Performance
| Period | SAEF | PXJ |
|---|---|---|
| 30 Days | -1.85% | 0.83% |
| 60 Days | -0.18% | 0.76% |
| 90 Days | -1.37% | -3.81% |
| 12 Months | 7.70% | 30.00% |
0 Overlapping Holdings
| Symbol | Grade | Weight in SAEF | Weight in PXJ | Overlap |
|---|
SAEF Overweight 57 Positions Relative to PXJ
| Symbol | Grade | Weight | |
|---|---|---|---|
| NCLH | C | 3.76% | |
| OSW | B | 3.59% | |
| LIND | B | 3.29% | |
| BCO | B | 3.15% | |
| KKR | C | 3.09% | |
| NVT | D | 2.89% | |
| REZI | D | 2.58% | |
| ZBRA | C | 2.48% | |
| CRL | F | 2.45% | |
| NTRS | C | 2.23% | |
| GS | A | 2.23% | |
| PBH | C | 2.22% | |
| FICO | A | 2.08% | |
| GNRC | C | 2.07% | |
| GNTX | D | 2.05% | |
| CBRE | C | 1.87% | |
| FAF | D | 1.85% | |
| MAT | F | 1.85% | |
| JLL | B | 1.78% | |
| MTB | C | 1.7% | |
| ZBH | D | 1.66% | |
| LFUS | C | 1.55% | |
| KEYS | D | 1.53% | |
| KN | D | 1.48% | |
| MSI | B | 1.46% | |
| AXTA | D | 1.45% | |
| KMT | F | 1.45% | |
| LESL | F | 1.42% | |
| SSD | F | 1.4% | |
| IPG | F | 1.36% | |
| MIDD | F | 1.35% | |
| ST | C | 1.35% | |
| SNA | F | 1.32% | |
| MSGE | D | 1.32% | |
| MAS | D | 1.31% | |
| LH | C | 1.3% | |
| PGR | B | 1.28% | |
| DNB | F | 1.26% | |
| ADTN | D | 1.25% | |
| KMX | C | 1.2% | |
| MSGS | B | 1.2% | |
| AFL | B | 1.18% | |
| ATGE | A | 1.14% | |
| BWA | F | 1.13% | |
| SRCL | B | 1.12% | |
| PDCO | F | 1.1% | |
| HCKT | D | 1.02% | |
| BRC | B | 0.97% | |
| MANU | D | 0.95% | |
| MHK | D | 0.92% | |
| KFY | B | 0.91% | |
| REYN | D | 0.9% | |
| BIO | D | 0.84% | |
| NVST | F | 0.66% | |
| SJM | D | 0.49% | |
| PARA | C | 0.36% | |
| PHIN | D | 0.25% |
SAEF Underweight 28 Positions Relative to PXJ
| Symbol | Grade | Weight | |
|---|---|---|---|
| BKR | C | -5.44% | |
| NOV | D | -5.22% | |
| WFRD | B | -5.22% | |
| SLB | D | -5.18% | |
| FTI | B | -5.06% | |
| HAL | F | -4.72% | |
| TDW | C | -4.57% | |
| GLNG | A | -3.34% | |
| STNG | B | -2.88% | |
| WHD | C | -2.85% | |
| AROC | B | -2.84% | |
| NVGS | B | -2.8% | |
| HLX | B | -2.8% | |
| USAC | D | -2.77% | |
| NAT | D | -2.73% | |
| DHT | D | -2.71% | |
| OII | B | -2.7% | |
| TNK | C | -2.7% | |
| WTTR | B | -2.69% | |
| INSW | C | -2.65% | |
| HP | D | -2.64% | |
| PTEN | F | -2.58% | |
| ECO | D | -2.54% | |
| RES | F | -2.54% | |
| LPG | C | -2.43% | |
| PUMP | F | -2.41% | |
| LBRT | D | -2.37% | |
| ACDC | F | -2.13% |
SAEF: Top Represented Industries & Keywords
PXJ: Top Represented Industries & Keywords
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