SCHM vs. NUDV ETF Comparison

Comparison of Schwab U.S. Mid Cap ETF (SCHM) to Nuveen ESG Dividend ETF (NUDV)

SCHM

Schwab U.S. Mid Cap ETF

SCHM Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Mid-Cap Total Stock Market IndexSM. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the mid-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Mid-Cap Total Stock Market Index includes the components ranked 501-1000 by full market capitalization. The index is a float-adjusted market capitalization weighted index. It may invest up to 10% of its net assets in securities not included in its index.

Grade (RS Rating)

Last Trade

$83.03

Average Daily Volume

293,373

Number of Holdings ^*

478

* 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

$29.45

Average Daily Volume

3,393

Number of Holdings ^*

120

* may have additional holdings in another (foreign) market

Performance

Period	SCHM	NUDV
30 Days	4.96%	2.31%
60 Days	10.44%	9.62%
90 Days	8.12%	11.60%
12 Months	27.68%	33.57%

27 Overlapping Holdings

Symbol	Grade	Weight in SCHM	Weight in NUDV	Overlap
AIZ	B	0.23%	0.2%	0.2%
ALLE	A	0.28%	0.24%	0.24%
ALLY	F	0.22%	0.19%	0.19%
AVY	D	0.4%	0.35%	0.35%
BBWI	F	0.16%	0.14%	0.14%
BG	F	0.31%	0.27%	0.27%
BXP	B	0.27%	0.24%	0.24%
CHRW	C	0.29%	0.25%	0.25%
CNH	C	0.23%	0.19%	0.19%
CPB	D	0.22%	0.19%	0.19%
DINO	F	0.17%	0.14%	0.14%
DKS	D	0.27%	0.25%	0.25%
DOC	C	0.36%	0.31%	0.31%
EQH	B	0.3%	0.27%	0.27%
IEX	D	0.37%	0.32%	0.32%
IPG	D	0.27%	0.23%	0.23%
JNPR	C	0.29%	0.25%	0.25%
LKQ	F	0.24%	0.21%	0.21%
LW	D	0.22%	0.19%	0.19%
OC	C	0.34%	0.29%	0.29%
PARA	F	0.15%	0.12%	0.12%
POOL	D	0.32%	0.28%	0.28%
REG	C	0.26%	0.24%	0.24%
STLD	C	0.41%	0.37%	0.37%
TTC	F	0.2%	0.18%	0.18%
WSM	C	0.45%	0.38%	0.38%
WTRG	D	0.22%	0.19%	0.19%

SCHM Overweight 451 Positions Relative to NUDV

Symbol	Grade	Weight
EQT	C	0.49%
BAH	C	0.47%
CSL	A	0.46%
EME	B	0.45%
DKNG	C	0.44%
PINS	D	0.44%
NRG	A	0.43%
UAL	A	0.43%
PKG	B	0.43%
MAS	C	0.41%
EG	A	0.39%
MANH	A	0.39%
WSO	C	0.39%
ENTG	D	0.39%
FDS	C	0.39%
TPL	A	0.38%
BURL	C	0.38%
HOOD	B	0.38%
IP	C	0.38%
PODD	C	0.37%
TXT	F	0.37%
DT	B	0.36%
RPM	A	0.36%
FNF	C	0.36%
RS	D	0.36%
TOL	C	0.36%
UTHR	C	0.36%
PNR	C	0.36%
KEY	B	0.35%
NI	A	0.35%
KIM	C	0.35%
NTRA	A	0.35%
LNT	B	0.35%
THC	D	0.35%
IBKR	A	0.34%
TRMB	B	0.34%
SNA	C	0.34%
CE	D	0.34%
L	C	0.33%
NTNX	C	0.33%
GWRE	A	0.33%
USFD	C	0.33%
RBA	D	0.33%
GGG	C	0.33%
MRO	B	0.33%
RNR	A	0.32%
TW	A	0.32%
RGA	B	0.32%
NDSN	C	0.32%
EVRG	C	0.32%
AES	C	0.32%
UDR	C	0.31%
UHS	D	0.31%
WPC	C	0.31%
COHR	B	0.31%
VTRS	D	0.31%
ACM	A	0.31%
CASY	D	0.31%
FIX	A	0.31%
JBL	C	0.31%
GLPI	C	0.31%
EMN	C	0.3%
NWSA	D	0.3%
FND	C	0.3%
ELS	D	0.3%
CPT	C	0.3%
Z	C	0.3%
FLEX	B	0.3%
BMRN	F	0.3%
DOCU	A	0.29%
JLL	C	0.29%
PCVX	C	0.29%
HST	D	0.29%
FFIV	B	0.29%
JKHY	A	0.29%
SJM	D	0.29%
XPO	F	0.29%
PFGC	A	0.28%
EXAS	C	0.28%
ITT	C	0.28%
BLD	D	0.28%
TECH	D	0.28%
TTEK	A	0.28%
INSM	D	0.28%
CW	A	0.28%
NVT	C	0.27%
SRPT	F	0.27%
OKTA	F	0.27%
CUBE	C	0.27%
WING	C	0.27%
AMH	D	0.27%
KMX	F	0.27%
CLH	B	0.27%
EWBC	B	0.26%
ALB	D	0.26%
CCK	C	0.26%
WMS	D	0.26%
EPAM	F	0.26%
TOST	B	0.26%
SCI	D	0.26%
SNAP	D	0.26%
SAIA	D	0.26%
NBIX	F	0.26%
TFX	C	0.26%
TXRH	A	0.26%
LAMR	C	0.26%
AOS	C	0.25%
BJ	B	0.25%
CTLT	A	0.25%
RPRX	D	0.25%
FTI	B	0.25%
LECO	D	0.25%
TPR	B	0.25%
REXR	D	0.25%
RRX	B	0.25%
CACI	A	0.25%
DUOL	B	0.24%
OHI	C	0.24%
INCY	B	0.24%
ATR	A	0.24%
ONTO	B	0.24%
SFM	A	0.24%
TAP	D	0.23%
LBRDK	C	0.23%
PNW	C	0.23%
UNM	A	0.23%
ARMK	C	0.23%
OVV	D	0.23%
AA	B	0.23%
WWD	C	0.23%
KNSL	B	0.23%
CRL	F	0.23%
HII	F	0.23%
TWLO	B	0.23%
TPX	C	0.22%
DAY	C	0.22%
SF	A	0.22%
MKTX	B	0.22%
EXP	C	0.22%
EHC	C	0.22%
IOT	C	0.22%
AFG	A	0.22%
MTCH	B	0.22%
QRVO	F	0.22%
CHDN	C	0.22%
AFRM	C	0.22%
JEF	A	0.22%
BWXT	A	0.22%
OWL	A	0.22%
APA	F	0.21%
SKX	B	0.21%
OLED	B	0.21%
SNX	C	0.21%
WYNN	B	0.21%
EGP	D	0.21%
MGM	D	0.21%
CG	B	0.21%
NCLH	C	0.21%
CHK	C	0.21%
HSIC	D	0.21%
GNRC	B	0.21%
MUSA	D	0.21%
RGLD	C	0.21%
WAL	C	0.21%
SOLV	C	0.21%
GL	C	0.21%
HAS	A	0.21%
ROKU	C	0.21%
FN	B	0.2%
RBC	C	0.2%
GME	D	0.2%
KNX	D	0.2%
CNM	F	0.2%
NNN	C	0.2%
GPK	D	0.2%
CIEN	A	0.2%
DCI	B	0.2%
HRB	C	0.2%
PRI	A	0.2%
INGR	B	0.2%
CZR	B	0.2%
CHE	D	0.2%
NYT	C	0.2%
EVR	C	0.2%
LNW	F	0.19%
FLR	B	0.19%
OGE	C	0.19%
AGNC	B	0.19%
ATI	C	0.19%
FMC	C	0.19%
BRX	C	0.19%
TKO	A	0.19%
AYI	A	0.19%
FHN	D	0.19%
MHK	C	0.19%
RIVN	F	0.19%
BWA	C	0.19%
HLI	A	0.19%
AR	C	0.19%
ALSN	A	0.19%
ORI	A	0.19%
MEDP	F	0.19%
SOFI	C	0.19%
KBR	A	0.19%
AIT	B	0.19%
MORN	B	0.19%
CROX	C	0.19%
PR	D	0.19%
LAD	C	0.19%
WEX	C	0.19%
FRT	D	0.19%
MOS	F	0.19%
BRKR	D	0.18%
BSY	D	0.18%
RL	B	0.18%
CMA	C	0.18%
SWN	D	0.18%
BERY	C	0.18%
FYBR	C	0.18%
BRBR	A	0.18%
CRS	B	0.18%
IVZ	A	0.18%
WBS	D	0.18%
FCN	C	0.18%
X	F	0.18%
GMED	B	0.18%
UFPI	C	0.18%
UHAL	C	0.18%
BFAM	C	0.18%
SSD	B	0.18%
CHRD	F	0.18%
APG	F	0.18%
PAYC	D	0.18%
ENSG	D	0.18%
AXTA	C	0.18%
MLI	B	0.18%
SSB	C	0.17%
TMHC	C	0.17%
LSCC	D	0.17%
TREX	D	0.17%
ANF	D	0.17%
PNFP	B	0.17%
MTH	C	0.17%
EXEL	B	0.17%
FR	D	0.17%
MKSI	F	0.17%
RRC	D	0.17%
PEN	D	0.17%
ACI	F	0.17%
LNTH	C	0.17%
COLD	D	0.17%
ADC	C	0.17%
DVA	C	0.17%
DTM	A	0.17%
MTZ	A	0.17%
AAL	D	0.17%
RGEN	F	0.17%
MIDD	D	0.17%
COKE	C	0.17%
CR	A	0.17%
SMAR	A	0.17%
WCC	D	0.17%
VOYA	A	0.17%
ZION	D	0.16%
JXN	A	0.16%
RHI	D	0.16%
CGNX	F	0.16%
S	C	0.16%
RVMD	B	0.16%
HQY	B	0.16%
MSA	F	0.16%
ALV	F	0.16%
PCTY	C	0.16%
CRBG	B	0.16%
CBSH	D	0.16%
GKOS	B	0.16%
SAIC	A	0.16%
ELAN	D	0.16%
WTFC	B	0.16%
ARW	C	0.16%
H	B	0.16%
CFR	B	0.16%
SPSC	D	0.16%
BPOP	D	0.16%
GNTX	D	0.16%
STAG	D	0.16%
AAON	A	0.16%
ITCI	D	0.16%
HALO	D	0.16%
KEX	C	0.16%
WSC	D	0.16%
BEN	F	0.15%
MTSI	B	0.15%
VNO	B	0.15%
VFC	A	0.15%
MAT	B	0.15%
CRUS	D	0.15%
WBA	F	0.15%
OSK	F	0.15%
TRNO	D	0.15%
U	D	0.15%
LFUS	C	0.15%
ETSY	F	0.15%
MTG	A	0.15%
FRPT	A	0.15%
PCOR	D	0.15%
STWD	C	0.15%
ESTC	F	0.15%
LSTR	F	0.15%
CVLT	B	0.15%
LPX	C	0.15%
PB	D	0.15%
FLS	A	0.15%
RYAN	A	0.15%
FAF	C	0.15%
ESNT	A	0.15%
MTN	D	0.15%
PLNT	B	0.15%
SITE	D	0.15%
SEIC	B	0.15%
JAZZ	F	0.15%
NSIT	B	0.14%
CLF	D	0.14%
IONS	F	0.14%
DBX	C	0.14%
DAR	F	0.14%
INSP	C	0.14%
AXS	A	0.14%
AGCO	D	0.14%
EXLS	B	0.14%
CYTK	D	0.14%
KBH	D	0.14%
WFRD	F	0.14%
GXO	D	0.14%
NOV	F	0.14%
SNV	D	0.14%
CMC	D	0.14%
NOVT	C	0.14%
LEA	F	0.14%
ELF	F	0.14%
G	A	0.14%
BIO	B	0.14%
WH	C	0.14%
RLI	A	0.14%
NFG	A	0.13%
W	C	0.13%
SIGI	D	0.13%
MMS	C	0.13%
ST	F	0.13%
MDU	C	0.13%
BC	C	0.13%
PVH	D	0.13%
OMF	D	0.13%
SRCL	B	0.13%
ALK	C	0.13%
PATH	D	0.13%
MTDR	D	0.13%
OLN	D	0.13%
CHX	C	0.13%
VMI	B	0.13%
THO	C	0.13%
ACHC	F	0.13%
MASI	B	0.13%
WHR	C	0.13%
OLLI	C	0.13%
FIVE	D	0.12%
ZWS	A	0.12%
GBCI	B	0.12%
BILL	D	0.12%
AMG	B	0.12%
GTLS	D	0.12%
THG	A	0.12%
SON	D	0.12%
SEE	C	0.12%
LNC	B	0.12%
UGI	C	0.12%
OPCH	F	0.12%
VVV	D	0.12%
TKR	B	0.12%
EDR	A	0.12%
XRAY	D	0.12%
POST	C	0.12%
IDA	D	0.12%
LYFT	D	0.11%
HOG	D	0.11%
FFIN	D	0.11%
GAP	F	0.11%
AL	D	0.11%
MUR	F	0.11%
AN	D	0.11%
QLYS	F	0.11%
PSN	A	0.11%
JHG	A	0.11%
CFLT	F	0.11%
OGN	F	0.11%
POR	D	0.11%
WLK	C	0.11%
NXST	D	0.11%
AM	A	0.11%
HXL	F	0.11%
RH	C	0.11%
CELH	F	0.11%
EEFT	F	0.1%
BKH	C	0.1%
ASH	F	0.1%
RYN	C	0.1%
OZK	D	0.1%
PII	D	0.1%
BYD	B	0.1%
DLB	D	0.1%
ALKS	B	0.1%
RMBS	F	0.1%
FLO	D	0.1%
SUM	F	0.1%
CIVI	F	0.1%
ALGM	F	0.09%
IAC	C	0.09%
CRSP	F	0.09%
WU	D	0.09%
KRC	C	0.09%
ASGN	D	0.09%
RIG	F	0.08%
LANC	F	0.08%
COTY	F	0.08%
AMKR	F	0.08%
DNB	D	0.08%
VAL	F	0.08%
VLY	C	0.08%
SMMT	D	0.07%
TNET	D	0.07%
CHH	A	0.07%
PAG	D	0.07%
APLS	F	0.07%
PBF	F	0.07%
LCID	F	0.07%
CLVT	D	0.07%
AGR	C	0.06%
SHC	C	0.06%
COLM	B	0.06%
CACC	F	0.06%
RCM	B	0.05%
ADTN	C	0.05%
BOKF	B	0.05%
CNXC	F	0.05%
INFA	D	0.04%
REYN	D	0.04%
PPC	C	0.04%
FG	B	0.02%
UI	B	0.02%
DJT	F	0.02%
CNA	D	0.02%

SCHM Underweight 93 Positions Relative to NUDV

Symbol	Grade	Weight
HD	A	-2.07%
JNJ	D	-1.97%
KO	C	-1.81%
BAC	B	-1.77%
IBM	A	-1.77%
MRK	F	-1.74%
CAT	A	-1.74%
CSCO	A	-1.68%
VZ	C	-1.67%
PEP	F	-1.61%
TXN	C	-1.61%
LOW	C	-1.61%
INTC	D	-1.57%
CMCSA	B	-1.54%
DE	C	-1.53%
GILD	A	-1.53%
GS	B	-1.52%
PFE	D	-1.52%
AMGN	D	-1.5%
MS	A	-1.49%
AMT	D	-1.47%
MMM	C	-1.46%
ADP	A	-1.46%
WELL	C	-1.45%
C	B	-1.44%
ITW	C	-1.44%
BMY	A	-1.43%
EQIX	C	-1.43%
UPS	D	-1.43%
TGT	C	-1.42%
MMC	D	-1.41%
CI	D	-1.4%
PNC	C	-1.4%
USB	C	-1.38%
CL	D	-1.35%
NEM	C	-1.26%
NXPI	F	-1.21%
FDX	F	-1.21%
AFL	A	-1.17%
PSA	C	-1.11%
COF	A	-1.1%
TRV	B	-1.06%
BK	A	-1.03%
JCI	C	-1.02%
OKE	A	-1.02%
CCI	D	-0.98%
MET	A	-0.96%
KMB	D	-0.94%
FIS	A	-0.9%
CMI	A	-0.87%
PRU	B	-0.85%
PAYX	B	-0.84%
KDP	C	-0.8%
EXC	C	-0.78%
KR	C	-0.74%
HPQ	B	-0.71%
ED	C	-0.7%
HIG	A	-0.68%
DFS	A	-0.68%
BKR	B	-0.68%
IRM	B	-0.67%
AVB	C	-0.63%
PPG	D	-0.62%
TSCO	A	-0.6%
ROK	D	-0.6%
FITB	C	-0.57%
ADM	F	-0.57%
AWK	D	-0.55%
HPE	B	-0.52%
CAH	B	-0.52%
IFF	D	-0.52%
STT	A	-0.51%
SBAC	C	-0.5%
NTAP	D	-0.5%
BR	B	-0.49%
ES	D	-0.46%
K	B	-0.43%
STX	C	-0.43%
KHC	F	-0.43%
BBY	C	-0.41%
ATO	A	-0.41%
RF	B	-0.41%
MKC	C	-0.41%
CLX	C	-0.39%
PFG	A	-0.39%
SYF	A	-0.38%
NTRS	B	-0.36%
DGX	D	-0.33%
TFC	D	-0.32%
CAG	D	-0.3%
HBAN	B	-0.22%
HRL	F	-0.19%
FOX	B	-0.11%