SAEF vs. SMOT ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to VanEck MorVanEck Morningstar SMID Moat ETFningstar SMID Moat ETF (SMOT)
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
$28.64
Average Daily Volume
2,718
57
SMOT
VanEck MorVanEck Morningstar SMID Moat ETFningstar SMID Moat ETF
SMOT Description
VanEck Morningstar SMID Moat ETF is an exchange traded fund launched and managed by Van Eck Associates Corporation. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the Morningstar US Small-Mid Cap Moat Focus Index, by using full replication technique. VanEck Morningstar SMID Moat ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$36.37
Average Daily Volume
71,889
104
Performance
| Period | SAEF | SMOT |
|---|---|---|
| 30 Days | 4.74% | 1.45% |
| 60 Days | 6.56% | 4.10% |
| 90 Days | 11.13% | 7.64% |
| 12 Months | 37.37% | 27.12% |
13 Overlapping Holdings
| Symbol | Grade | Weight in SAEF | Weight in SMOT | Overlap | |
|---|---|---|---|---|---|
| BWA | D | 1.09% | 0.63% | 0.63% | |
| CRL | D | 1.78% | 0.52% | 0.52% | |
| GNTX | F | 1.76% | 1.15% | 1.15% | |
| IPG | D | 1.22% | 0.54% | 0.54% | |
| JLL | D | 2.28% | 0.75% | 0.75% | |
| KMX | C | 0.98% | 1.35% | 0.98% | |
| LFUS | D | 1.57% | 1.18% | 1.18% | |
| LH | B | 1.23% | 0.74% | 0.74% | |
| MAS | D | 1.29% | 0.66% | 0.66% | |
| MAT | D | 1.81% | 0.64% | 0.64% | |
| NCLH | B | 3.64% | 1.66% | 1.66% | |
| ST | F | 1.21% | 1.07% | 1.07% | |
| ZBH | C | 1.25% | 0.66% | 0.66% |
SAEF Overweight 44 Positions Relative to SMOT
| Symbol | Grade | Weight | |
|---|---|---|---|
| OSW | B | 4.39% | |
| BCO | F | 4.21% | |
| FI | A | 3.4% | |
| LIND | B | 3.32% | |
| KKR | B | 2.42% | |
| FAF | A | 2.41% | |
| GNRC | B | 2.41% | |
| ZBRA | B | 2.3% | |
| NVT | C | 2.29% | |
| GS | B | 2.24% | |
| REZI | A | 2.14% | |
| NTRS | A | 2.09% | |
| FICO | A | 2.08% | |
| PBH | A | 2.04% | |
| KMT | C | 1.8% | |
| CBRE | B | 1.79% | |
| MIDD | D | 1.71% | |
| KEYS | A | 1.65% | |
| WEX | F | 1.54% | |
| KN | B | 1.53% | |
| MTB | A | 1.53% | |
| DNB | A | 1.5% | |
| AXTA | B | 1.41% | |
| MSI | A | 1.41% | |
| MANU | C | 1.41% | |
| NVST | C | 1.31% | |
| BIO | C | 1.28% | |
| MSGS | A | 1.26% | |
| ADTN | B | 1.24% | |
| MHK | D | 1.22% | |
| SSD | D | 1.21% | |
| SNA | B | 1.19% | |
| BRC | C | 1.16% | |
| ATGE | B | 1.15% | |
| AFL | C | 1.13% | |
| MSGE | F | 1.1% | |
| KFY | B | 0.97% | |
| SJM | D | 0.94% | |
| PGR | B | 0.92% | |
| REYN | D | 0.91% | |
| LESL | D | 0.86% | |
| HCKT | B | 0.83% | |
| PARA | D | 0.56% | |
| PHIN | A | 0.28% |
SAEF Underweight 91 Positions Relative to SMOT
| Symbol | Grade | Weight | |
|---|---|---|---|
| LAD | B | -1.82% | |
| EXPE | B | -1.75% | |
| CCL | A | -1.75% | |
| SQ | A | -1.73% | |
| DFS | B | -1.7% | |
| LYV | A | -1.69% | |
| DASH | B | -1.68% | |
| COF | B | -1.65% | |
| LPLA | A | -1.62% | |
| CG | B | -1.6% | |
| TPR | B | -1.58% | |
| WH | B | -1.53% | |
| LYFT | C | -1.52% | |
| WCC | B | -1.51% | |
| SEIC | B | -1.47% | |
| ABG | B | -1.46% | |
| NET | B | -1.46% | |
| NI | A | -1.42% | |
| SMG | C | -1.38% | |
| TRU | D | -1.36% | |
| SSNC | C | -1.33% | |
| ALLE | D | -1.3% | |
| CTSH | B | -1.3% | |
| CTVA | C | -1.29% | |
| BC | F | -1.28% | |
| OMC | D | -1.27% | |
| DD | D | -1.25% | |
| EMN | D | -1.24% | |
| VEEV | C | -1.22% | |
| SEE | D | -1.21% | |
| HAS | D | -1.18% | |
| RVTY | D | -1.13% | |
| CCI | C | -1.1% | |
| WU | F | -1.08% | |
| LYB | F | -1.07% | |
| IFF | D | -1.04% | |
| CNC | F | -1.03% | |
| IQV | F | -1.03% | |
| DOW | F | -1.02% | |
| ALSN | B | -0.99% | |
| HII | F | -0.98% | |
| RJF | A | -0.86% | |
| CMA | B | -0.83% | |
| FFIV | A | -0.83% | |
| ADSK | A | -0.79% | |
| TFC | B | -0.79% | |
| ZS | C | -0.77% | |
| ETR | A | -0.75% | |
| WDAY | C | -0.74% | |
| INCY | C | -0.74% | |
| GTLS | A | -0.73% | |
| ZM | B | -0.72% | |
| GPN | C | -0.72% | |
| VNT | C | -0.72% | |
| ESTC | C | -0.71% | |
| WEC | A | -0.71% | |
| EVRG | A | -0.69% | |
| RBLX | B | -0.69% | |
| IVZ | B | -0.68% | |
| OTIS | D | -0.67% | |
| SMAR | A | -0.67% | |
| DKNG | B | -0.67% | |
| ROK | B | -0.66% | |
| FBIN | D | -0.64% | |
| RMD | C | -0.64% | |
| HES | B | -0.64% | |
| MKTX | D | -0.64% | |
| POR | C | -0.64% | |
| WMG | B | -0.64% | |
| KVUE | A | -0.63% | |
| AN | D | -0.63% | |
| PINS | F | -0.61% | |
| FTV | C | -0.6% | |
| EFX | F | -0.6% | |
| WYNN | D | -0.59% | |
| MSM | D | -0.59% | |
| GEHC | C | -0.58% | |
| RPRX | D | -0.57% | |
| A | F | -0.56% | |
| DVN | F | -0.54% | |
| KHC | F | -0.54% | |
| CPB | D | -0.54% | |
| TNET | C | -0.53% | |
| DINO | D | -0.53% | |
| BAX | F | -0.51% | |
| MCHP | F | -0.51% | |
| SWKS | F | -0.5% | |
| BBWI | C | -0.48% | |
| TER | F | -0.48% | |
| IONS | F | -0.48% | |
| CE | F | -0.37% |
SAEF: Top Represented Industries & Keywords
SMOT: Top Represented Industries & Keywords
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