VCAR vs. SAEF ETF Comparison
Comparison of Simplify Volt RoboCar Disruption and Tech ETF (VCAR) to Schwab Ariel ESG ETF (SAEF)
VCAR
Simplify Volt RoboCar Disruption and Tech ETF
VCAR Description
The Simplify Volt Robocar Disruption and Tech ETF is not just another thematic investment product. VCAR is designed to concentrate in those few disruptive companies poised to dominate autonomous driving and then enhance the concentrated exposures with options. With our partner Volt Equity our investment process begins with a first principles approach to identify those few companies poised to lead the disruption. We then deploy a sophisticated option overlay to create convexity in the portfolio to enhance the upside while improving drawdowns.
Grade (RS Rating)
Last Trade
$10.79
Average Daily Volume
2,760
49
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
$26.25
Average Daily Volume
3,601
56
Performance
Period | VCAR | SAEF |
---|---|---|
30 Days | 2.41% | 0.44% |
60 Days | 7.68% | 7.53% |
90 Days | -7.78% | 10.89% |
12 Months | 27.89% | 30.73% |
0 Overlapping Holdings
Symbol | Grade | Weight in VCAR | Weight in SAEF | Overlap |
---|
VCAR Overweight 49 Positions Relative to SAEF
Symbol | Grade | Weight | |
---|---|---|---|
NVDA | C | 22.01% | |
AMD | D | 11.04% | |
MSFT | C | 7.44% | |
TSLA | B | 6.98% | |
LMND | F | 4.75% | |
AAPL | C | 4.33% | |
ASML | F | 4.28% | |
AMZN | C | 4.01% | |
GOOG | C | 3.97% | |
SQ | D | 3.69% | |
META | A | 2.68% | |
ADI | C | 2.25% | |
NFLX | C | 1.1% | |
AUR | C | 0.81% | |
DIS | D | 0.78% | |
INTC | D | 0.73% | |
COST | C | 0.73% | |
MU | D | 0.71% | |
KLAC | D | 0.68% | |
LRCX | F | 0.62% | |
SNPS | F | 0.48% | |
MRVL | C | 0.47% | |
AMKR | F | 0.47% | |
CRWD | D | 0.44% | |
NXPI | F | 0.43% | |
ADSK | C | 0.41% | |
RIO | A | 0.35% | |
BHP | B | 0.33% | |
GFS | F | 0.28% | |
VALE | C | 0.27% | |
MCHP | F | 0.26% | |
TXN | C | 0.24% | |
ARBE | F | 0.22% | |
SQM | D | 0.22% | |
PAYX | A | 0.21% | |
HPQ | C | 0.2% | |
RIVN | F | 0.19% | |
VRSN | C | 0.18% | |
ALB | D | 0.17% | |
ANSS | D | 0.17% | |
KO | B | 0.15% | |
MCO | C | 0.15% | |
TSM | C | 0.15% | |
AXP | A | 0.11% | |
NIO | C | 0.1% | |
ADBE | F | 0.09% | |
LCID | D | 0.09% | |
PANW | D | 0.03% | |
DDOG | D | 0.01% |
VCAR Underweight 56 Positions Relative to SAEF
Symbol | Grade | Weight | |
---|---|---|---|
OSW | C | -4.31% | |
BCO | A | -3.61% | |
LIND | D | -3.51% | |
NCLH | C | -3.48% | |
NVT | D | -3.04% | |
KKR | C | -2.85% | |
GS | D | -2.5% | |
ZBRA | C | -2.43% | |
REZI | F | -2.32% | |
FICO | C | -2.29% | |
GNRC | B | -2.24% | |
PBH | D | -2.18% | |
NTRS | C | -2.17% | |
FAF | B | -2.05% | |
GNTX | F | -1.97% | |
CRL | F | -1.93% | |
JLL | B | -1.93% | |
MTB | C | -1.83% | |
CBRE | A | -1.77% | |
LFUS | C | -1.69% | |
MSI | A | -1.64% | |
KN | D | -1.63% | |
KMT | C | -1.61% | |
KEYS | C | -1.59% | |
MAT | C | -1.57% | |
ATGE | C | -1.56% | |
AXTA | C | -1.48% | |
ADTN | C | -1.45% | |
ZBH | F | -1.41% | |
ST | F | -1.41% | |
MANU | F | -1.39% | |
MSGS | B | -1.27% | |
AFL | A | -1.27% | |
IPG | C | -1.25% | |
DNB | D | -1.2% | |
SNA | B | -1.2% | |
SSD | C | -1.19% | |
MAS | A | -1.15% | |
BRC | C | -1.11% | |
BWA | C | -1.08% | |
MIDD | D | -1.06% | |
KMX | D | -1.04% | |
PGR | C | -0.99% | |
PDCO | F | -0.99% | |
MSGE | B | -0.97% | |
KFY | C | -0.96% | |
HCKT | C | -0.94% | |
LESL | F | -0.94% | |
BIO | B | -0.93% | |
REYN | C | -0.91% | |
MHK | B | -0.83% | |
SJM | B | -0.75% | |
SRCL | B | -0.75% | |
PARA | F | -0.61% | |
NVST | D | -0.53% | |
PHIN | D | -0.26% |
VCAR: Top Represented Industries & Keywords
SAEF: Top Represented Industries & Keywords