SJIM vs. SAEF ETF Comparison

Comparison of Inverse Cramer Tracker ETF (SJIM) to Schwab Ariel ESG ETF (SAEF)

SJIM

Inverse Cramer Tracker ETF

SJIM Description

The fund is an actively managed exchange traded fund that seeks to achieve its investment objective by engaging in transactions designed to perform the opposite of the return of the investments recommended by television personality Jim Cramer ("Cramer").

Grade (RS Rating)

Last Trade

$19.78

Average Daily Volume

1,595

Number of Holdings ^*

* may have additional holdings in another (foreign) market

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

$23.90

Average Daily Volume

2,003

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SJIM	SAEF
30 Days	-4.11%	-0.26%
60 Days	-7.60%	0.23%
90 Days	-7.16%	3.66%
12 Months		16.53%

0 Overlapping Holdings

	Symbol	Grade	Weight in SJIM	Weight in SAEF	Overlap

SJIM Overweight 10 Positions Relative to SAEF

Symbol	Grade	Weight
USO	D	5.1%
BITO	D	5.0%
NFLX	C	3.47%
AA	B	3.23%
KEY	C	3.22%
VZ	D	3.2%
SBSW	D	3.2%
CVX	B	3.15%
WFC	A	3.1%
LLY	C	3.07%

SJIM Underweight 57 Positions Relative to SAEF

Symbol	Grade	Weight
NCLH	F	-3.76%
OSW	B	-3.59%
LIND	F	-3.29%
BCO	B	-3.15%
KKR	C	-3.09%
NVT	A	-2.89%
REZI	D	-2.58%
ZBRA	A	-2.48%
CRL	D	-2.45%
NTRS	C	-2.23%
GS	A	-2.23%
PBH	D	-2.22%
FICO	C	-2.08%
GNRC	B	-2.07%
GNTX	D	-2.05%
CBRE	D	-1.87%
FAF	D	-1.85%
MAT	D	-1.85%
JLL	C	-1.78%
MTB	A	-1.7%
ZBH	D	-1.66%
LFUS	B	-1.55%
KEYS	D	-1.53%
KN	B	-1.48%
MSI	A	-1.46%
AXTA	A	-1.45%
KMT	C	-1.45%
LESL	F	-1.42%
SSD	D	-1.4%
IPG	D	-1.36%
MIDD	F	-1.35%
ST	B	-1.35%
SNA	D	-1.32%
MSGE	B	-1.32%
MAS	D	-1.31%
LH	F	-1.3%
PGR	A	-1.28%
DNB	D	-1.26%
ADTN	D	-1.25%
KMX	D	-1.2%
MSGS	B	-1.2%
AFL	A	-1.18%
ATGE	A	-1.14%
BWA	B	-1.13%
SRCL	D	-1.12%
PDCO	D	-1.1%
HCKT	F	-1.02%
BRC	B	-0.97%
MANU	D	-0.95%
MHK	D	-0.92%
KFY	C	-0.91%
REYN	C	-0.9%
BIO	F	-0.84%
NVST	F	-0.66%
SJM	F	-0.49%
PARA	C	-0.36%
PHIN	A	-0.25%

SJIM: Top Represented Industries & Keywords

Industries: Aluminum Banks - Global Banks - Regional - US Drug Manufacturers - Major Gold Media - Diversified Oil & Gas Integrated Telecom Services