AIEQ vs. SCHD ETF Comparison
Comparison of AI Powered Equity ETF (AIEQ) to Schwab US Dividend Equity ETF (SCHD)
AIEQ
AI Powered Equity ETF
AIEQ Description
The investment seeks capital appreciation. The fund is actively managed and invests primarily in equity securities listed on a U.S. exchange based on the results of a proprietary, quantitative model (the EquBot Model) developed by EquBot LLC (EquBot) that runs on the IBM Watson? platform. EquBot, the fund's sub-adviser, is a technology based company focused on applying artificial intelligence (AI) based solutions to investment analyses. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$35.87
Average Daily Volume
8,682
Number of Holdings
*
111
* may have additional holdings in another (foreign) market
SCHD
Schwab US Dividend Equity ETF
SCHD Description
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 IndexSM. The fund invests at least 90% of its net assets in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The 100-component index is a subset of the Dow Jones U.S. Broad Market Index, excluding REITs, master limited partnerships, preferred stocks and convertibles. It is non-diversified.Grade (RS Rating)
Last Trade
$80.08
Average Daily Volume
3,224,054
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
Performance
| Period | AIEQ | SCHD |
|---|---|---|
| 30 Days | 6.37% | 5.63% |
| 60 Days | 0.92% | 2.52% |
| 90 Days | 0.08% | 4.84% |
| 12 Months | 24.22% | 17.73% |
AIEQ Overweight 104 Positions Relative to SCHD
| Symbol | Grade | Weight | |
|---|---|---|---|
| BX | C | 4.85% | |
| ICE | B | 4.81% | |
| GM | B | 4.7% | |
| SCHW | B | 4.68% | |
| COST | B | 3.66% | |
| BRK.A | B | 3.54% | |
| EXC | C | 3.46% | |
| WFRD | C | 3.39% | |
| DDOG | D | 3.22% | |
| SWN | B | 2.84% | |
| AMP | B | 2.69% | |
| NTAP | B | 2.38% | |
| AKAM | F | 2.04% | |
| AN | C | 1.25% | |
| JKHY | C | 1.07% | |
| EQIX | D | 0.99% | |
| VRTX | B | 0.99% | |
| MS | B | 0.98% | |
| SO | A | 0.97% | |
| SRE | A | 0.97% | |
| LVS | F | 0.96% | |
| TEAM | F | 0.96% | |
| AMZN | C | 0.96% | |
| SNAP | C | 0.95% | |
| STT | B | 0.95% | |
| ZTS | D | 0.95% | |
| GOOG | A | 0.94% | |
| GOOGL | A | 0.94% | |
| TFC | B | 0.94% | |
| MNST | F | 0.93% | |
| SNOW | D | 0.93% | |
| ZS | F | 0.92% | |
| KDP | C | 0.92% | |
| PG | A | 0.92% | |
| XOM | B | 0.92% | |
| AXP | A | 0.92% | |
| INTU | B | 0.91% | |
| WDAY | D | 0.91% | |
| MCD | F | 0.9% | |
| ORLY | D | 0.9% | |
| AGCO | F | 0.9% | |
| HAL | D | 0.9% | |
| ALL | C | 0.9% | |
| COIN | D | 0.89% | |
| IDXX | C | 0.89% | |
| WMB | A | 0.89% | |
| KHC | D | 0.86% | |
| U | F | 0.85% | |
| CAG | C | 0.83% | |
| ADM | D | 0.78% | |
| DXCM | D | 0.68% | |
| REG | C | 0.64% | |
| PWR | C | 0.63% | |
| NFG | B | 0.57% | |
| ACGL | A | 0.52% | |
| WEC | C | 0.5% | |
| VFC | F | 0.48% | |
| CELH | C | 0.48% | |
| WST | F | 0.45% | |
| APO | B | 0.44% | |
| BJ | B | 0.43% | |
| CMS | A | 0.42% | |
| ATO | B | 0.4% | |
| CCK | C | 0.39% | |
| CPT | B | 0.35% | |
| WPC | C | 0.35% | |
| AOS | D | 0.35% | |
| VTR | B | 0.35% | |
| NSIT | B | 0.31% | |
| RRC | B | 0.31% | |
| OGS | C | 0.29% | |
| SCCO | A | 0.29% | |
| GTLS | C | 0.27% | |
| VOYA | B | 0.27% | |
| MAT | F | 0.27% | |
| CNX | B | 0.26% | |
| CUBE | C | 0.25% | |
| RS | D | 0.22% | |
| HRL | C | 0.22% | |
| HSIC | C | 0.21% | |
| WBS | D | 0.19% | |
| RBC | A | 0.19% | |
| H | D | 0.19% | |
| JEF | A | 0.16% | |
| MGY | C | 0.16% | |
| HP | F | 0.13% | |
| FAF | D | 0.13% | |
| NTNX | B | 0.12% | |
| CIVI | C | 0.12% | |
| ZWS | C | 0.11% | |
| WWD | A | 0.11% | |
| NVT | C | 0.11% | |
| FDS | C | 0.1% | |
| HAE | B | 0.1% | |
| HOMB | B | 0.1% | |
| MMS | B | 0.1% | |
| DTM | A | 0.09% | |
| HLI | C | 0.09% | |
| IDA | C | 0.08% | |
| NOG | D | 0.08% | |
| CBT | B | 0.08% | |
| SPSC | C | 0.08% | |
| NJR | C | 0.06% | |
| IRDM | D | 0.06% |
AIEQ Underweight 92 Positions Relative to SCHD
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMGN | B | -4.42% | |
| TXN | B | -4.32% | |
| LMT | B | -4.21% | |
| PEP | B | -4.15% | |
| CVX | B | -4.14% | |
| PFE | D | -4.05% | |
| KO | B | -4.05% | |
| UPS | D | -3.9% | |
| CSCO | F | -3.86% | |
| VZ | C | -3.82% | |
| BLK | B | -3.72% | |
| ABBV | D | -3.62% | |
| HD | D | -3.58% | |
| BMY | F | -3.4% | |
| MO | A | -3.24% | |
| EOG | C | -3.18% | |
| USB | D | -2.71% | |
| KMB | C | -1.93% | |
| OKE | B | -1.89% | |
| FAST | D | -1.64% | |
| HSY | C | -1.24% | |
| LYB | D | -1.07% | |
| FITB | B | -1.07% | |
| TROW | D | -1.05% | |
| MTB | B | -1.02% | |
| HBAN | B | -0.84% | |
| CINF | C | -0.77% | |
| RF | B | -0.77% | |
| DRI | F | -0.75% | |
| WSO | B | -0.66% | |
| PKG | C | -0.66% | |
| SWKS | F | -0.62% | |
| AMCR | C | -0.61% | |
| SNA | D | -0.6% | |
| KEY | B | -0.59% | |
| CF | F | -0.59% | |
| FNF | B | -0.56% | |
| DKS | D | -0.52% | |
| IPG | D | -0.49% | |
| EWBC | B | -0.45% | |
| UNM | B | -0.4% | |
| CHRW | C | -0.4% | |
| APA | F | -0.38% | |
| TPR | D | -0.38% | |
| DINO | D | -0.36% | |
| MTN | F | -0.31% | |
| RHI | F | -0.31% | |
| HRB | B | -0.29% | |
| ZION | B | -0.27% | |
| NXST | C | -0.23% | |
| SNV | B | -0.23% | |
| WHR | F | -0.22% | |
| OZK | C | -0.21% | |
| RDN | C | -0.2% | |
| WU | D | -0.2% | |
| COLB | C | -0.18% | |
| MSM | F | -0.18% | |
| JHG | B | -0.18% | |
| HUN | C | -0.17% | |
| WEN | F | -0.14% | |
| IBOC | B | -0.13% | |
| APAM | B | -0.12% | |
| CRI | F | -0.11% | |
| CATY | C | -0.11% | |
| CVBF | C | -0.1% | |
| BOH | D | -0.1% | |
| CNS | C | -0.08% | |
| LEG | F | -0.08% | |
| CHCO | C | -0.07% | |
| LKFN | C | -0.07% | |
| BANR | C | -0.07% | |
| OXM | D | -0.07% | |
| HTLF | B | -0.07% | |
| OFG | C | -0.07% | |
| FCF | C | -0.06% | |
| NWBI | C | -0.06% | |
| VRTS | D | -0.06% | |
| BKE | D | -0.05% | |
| STBA | C | -0.05% | |
| KFRC | F | -0.05% | |
| CBRL | F | -0.05% | |
| SRCE | C | -0.04% | |
| AMSF | F | -0.04% | |
| GABC | B | -0.04% | |
| PFBC | B | -0.04% | |
| HFWA | C | -0.03% | |
| ETD | F | -0.03% | |
| FBMS | D | -0.03% | |
| GES | C | -0.03% | |
| PFC | C | -0.03% | |
| CWEN | C | -0.03% | |
| CPF | B | -0.02% |
AIEQ: Top Represented Industries & Keywords
Industries:
Software - Application
Oil & Gas E&P
Asset Management
Banks - Regional - US
Capital Markets
Specialty Retail
Utilities - Regulated Electric
Beverages - Soft Drinks
Business Services
Internet Content & Information
Packaged Foods
Utilities - Regulated Gas
Auto Manufacturers
Diagnostics & Research
Diversified Industrials
Insurance - Diversified
Medical Instruments & Supplies
Oil & Gas Equipment & Services
Oil & Gas Midstream
REIT - Diversified
SCHD: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Drug Manufacturers - Major
Home Furnishings & Fixtures
Oil & Gas E&P
Restaurants
Staffing & Outsourcing Services
Apparel Manufacturing
Apparel Stores
Beverages - Soft Drinks
Industrial Distribution
Insurance - Property & Casualty
Insurance - Specialty
Integrated Shipping & Logistics
Oil & Gas Refining & Marketing
Packaging & Containers
Savings & Cooperative Banks
Semiconductors
Specialty Retail
Advertising Agencies
Keywords:
S&P 500
Bank
Banking
Commercial Banking
Commercial Bank
Deposit Products
Investment Management
Cash Management
Cash Management Services
Real Estate Loans
Card Services
Individual Retirement Account
Nasdaq 100
Retail Banking
Trust Services
Clothing
Credit Card Services
Dow Jones Component
Insurance
Banking Services
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