AIEQ vs. SCHM ETF Comparison
Comparison of AI Powered Equity ETF (AIEQ) to Schwab U.S. Mid Cap ETF (SCHM)
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
$41.28
Average Daily Volume
7,436
136
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
$29.68
Average Daily Volume
1,060,895
478
Performance
Period | AIEQ | SCHM |
---|---|---|
30 Days | 9.30% | 7.19% |
60 Days | 10.19% | 7.68% |
90 Days | 11.69% | 9.43% |
12 Months | 34.55% | 31.37% |
66 Overlapping Holdings
Symbol | Grade | Weight in AIEQ | Weight in SCHM | Overlap | |
---|---|---|---|---|---|
ACI | C | 0.17% | 0.17% | 0.17% | |
AM | A | 0.1% | 0.11% | 0.1% | |
AOS | F | 0.34% | 0.19% | 0.19% | |
APA | D | 0.24% | 0.18% | 0.18% | |
BSY | D | 0.19% | 0.16% | 0.16% | |
BWXT | B | 0.29% | 0.26% | 0.26% | |
CFLT | B | 0.07% | 0.15% | 0.07% | |
CHE | D | 0.13% | 0.19% | 0.13% | |
CHRD | D | 0.17% | 0.17% | 0.17% | |
CHX | C | 0.07% | 0.13% | 0.07% | |
CIVI | D | 0.13% | 0.1% | 0.1% | |
CMC | B | 0.2% | 0.15% | 0.15% | |
CSL | C | 0.59% | 0.46% | 0.46% | |
CTLT | B | 0.33% | 0.24% | 0.24% | |
DCI | B | 0.17% | 0.2% | 0.17% | |
DINO | D | 0.16% | 0.15% | 0.15% | |
EEFT | B | 0.17% | 0.1% | 0.1% | |
ESTC | C | 0.31% | 0.16% | 0.16% | |
ETSY | D | 0.43% | 0.13% | 0.13% | |
EXP | A | 0.29% | 0.22% | 0.22% | |
FLR | B | 0.22% | 0.2% | 0.2% | |
FN | D | 0.32% | 0.19% | 0.19% | |
GL | B | 0.3% | 0.22% | 0.22% | |
GMED | A | 0.17% | 0.2% | 0.17% | |
GNRC | B | 0.36% | 0.24% | 0.24% | |
HALO | F | 0.25% | 0.13% | 0.13% | |
HLI | B | 0.19% | 0.22% | 0.19% | |
HOG | D | 0.27% | 0.09% | 0.09% | |
HRB | D | 0.35% | 0.19% | 0.19% | |
HST | C | 0.98% | 0.27% | 0.27% | |
IEX | B | 0.37% | 0.38% | 0.37% | |
ITCI | C | 0.14% | 0.18% | 0.14% | |
JAZZ | B | 0.14% | 0.17% | 0.14% | |
KBR | F | 0.29% | 0.17% | 0.17% | |
LNC | B | 0.18% | 0.13% | 0.13% | |
LNTH | D | 0.16% | 0.12% | 0.12% | |
LPX | B | 0.12% | 0.16% | 0.12% | |
MGM | D | 0.54% | 0.19% | 0.19% | |
MSA | D | 0.11% | 0.15% | 0.11% | |
MTSI | B | 0.21% | 0.16% | 0.16% | |
MUR | D | 0.15% | 0.1% | 0.1% | |
NBIX | C | 0.17% | 0.26% | 0.17% | |
NVT | B | 0.27% | 0.27% | 0.27% | |
OKTA | C | 0.54% | 0.26% | 0.26% | |
OMF | A | 0.14% | 0.15% | 0.14% | |
OSK | B | 0.22% | 0.16% | 0.16% | |
QRVO | F | 0.59% | 0.14% | 0.14% | |
RH | B | 0.29% | 0.1% | 0.1% | |
RIG | D | 0.05% | 0.07% | 0.05% | |
RIVN | F | 0.14% | 0.16% | 0.14% | |
RYAN | B | 0.24% | 0.16% | 0.16% | |
SEE | C | 0.18% | 0.12% | 0.12% | |
SFM | A | 0.39% | 0.31% | 0.31% | |
SNX | C | 0.33% | 0.19% | 0.19% | |
ST | F | 0.13% | 0.11% | 0.11% | |
STLD | B | 0.62% | 0.44% | 0.44% | |
SUM | B | 0.15% | 0.13% | 0.13% | |
TECH | D | 0.22% | 0.24% | 0.22% | |
TKR | D | 0.11% | 0.11% | 0.11% | |
TREX | C | 0.14% | 0.16% | 0.14% | |
TTC | D | 0.22% | 0.19% | 0.19% | |
UHS | D | 0.53% | 0.27% | 0.27% | |
VVV | F | 0.11% | 0.12% | 0.11% | |
WFRD | D | 0.07% | 0.13% | 0.07% | |
WSM | B | 0.66% | 0.37% | 0.37% | |
XPO | B | 0.51% | 0.38% | 0.38% |
AIEQ Overweight 70 Positions Relative to SCHM
Symbol | Grade | Weight | |
---|---|---|---|
NVDA | C | 4.07% | |
AMZN | C | 3.9% | |
INTC | D | 3.77% | |
GS | A | 3.64% | |
GOOGL | C | 3.4% | |
AVGO | D | 3.35% | |
CRWD | B | 2.94% | |
DIS | B | 2.63% | |
PLTR | B | 2.62% | |
ISRG | A | 2.6% | |
NKE | D | 2.52% | |
VRTX | F | 2.27% | |
ELV | F | 2.24% | |
APH | A | 2.2% | |
CVX | A | 2.09% | |
FI | A | 2.08% | |
VST | B | 1.88% | |
APP | B | 1.73% | |
BA | F | 1.65% | |
CHTR | C | 1.38% | |
EMR | A | 1.37% | |
SNOW | C | 1.34% | |
FANG | D | 1.32% | |
UPS | C | 1.28% | |
ZS | C | 1.02% | |
EW | C | 1.02% | |
LPLA | A | 1.01% | |
F | C | 0.95% | |
RCL | A | 0.94% | |
DXCM | D | 0.94% | |
DASH | A | 0.93% | |
TEAM | A | 0.92% | |
LVS | C | 0.89% | |
TDG | D | 0.87% | |
HWM | A | 0.82% | |
SQ | B | 0.81% | |
HPE | B | 0.77% | |
FSLR | F | 0.77% | |
DFS | B | 0.72% | |
EL | F | 0.72% | |
BIIB | F | 0.71% | |
GPC | D | 0.62% | |
LNG | B | 0.61% | |
LYB | F | 0.59% | |
GRMN | B | 0.55% | |
PSTG | D | 0.5% | |
LII | A | 0.49% | |
RHP | B | 0.47% | |
ENPH | F | 0.43% | |
LLY | F | 0.42% | |
FCNCA | A | 0.42% | |
AAP | C | 0.36% | |
GFS | C | 0.27% | |
BPMC | C | 0.21% | |
CNX | A | 0.19% | |
COOP | B | 0.19% | |
FIVN | C | 0.18% | |
HAE | C | 0.18% | |
VKTX | F | 0.17% | |
TENB | C | 0.16% | |
MAN | D | 0.16% | |
PRGO | B | 0.14% | |
POWI | D | 0.14% | |
TDW | F | 0.13% | |
ORA | B | 0.13% | |
SM | B | 0.12% | |
HP | B | 0.12% | |
NOG | A | 0.11% | |
GATX | A | 0.1% | |
EXPO | D | 0.1% |
AIEQ Underweight 412 Positions Relative to SCHM
Symbol | Grade | Weight | |
---|---|---|---|
UAL | A | -0.66% | |
TPL | A | -0.57% | |
EQT | B | -0.56% | |
EME | C | -0.52% | |
HOOD | B | -0.51% | |
PKG | A | -0.47% | |
IP | B | -0.44% | |
BAH | F | -0.43% | |
DKNG | B | -0.43% | |
IBKR | A | -0.43% | |
SNA | A | -0.42% | |
NRG | B | -0.42% | |
FDS | B | -0.41% | |
NTRA | B | -0.4% | |
WSO | A | -0.4% | |
PODD | C | -0.4% | |
RPM | A | -0.39% | |
PNR | A | -0.39% | |
KEY | B | -0.39% | |
BURL | A | -0.38% | |
NTNX | A | -0.38% | |
PINS | D | -0.38% | |
RS | B | -0.38% | |
RBA | A | -0.38% | |
MAS | D | -0.38% | |
TRMB | B | -0.38% | |
TOST | B | -0.37% | |
MANH | D | -0.37% | |
KIM | A | -0.37% | |
OC | A | -0.37% | |
EG | C | -0.36% | |
UTHR | C | -0.36% | |
DOCU | A | -0.36% | |
NI | A | -0.36% | |
DT | C | -0.35% | |
LNT | A | -0.35% | |
TOL | B | -0.35% | |
FNF | B | -0.35% | |
FIX | A | -0.35% | |
USFD | A | -0.35% | |
GWRE | A | -0.35% | |
TXT | D | -0.35% | |
AVY | D | -0.35% | |
MRO | B | -0.35% | |
GGG | B | -0.34% | |
EQH | B | -0.34% | |
L | A | -0.34% | |
RGA | A | -0.34% | |
VTRS | A | -0.34% | |
TWLO | A | -0.34% | |
DOC | D | -0.33% | |
ENTG | D | -0.33% | |
FLEX | A | -0.33% | |
Z | A | -0.33% | |
THC | D | -0.33% | |
CASY | A | -0.33% | |
TW | A | -0.33% | |
EWBC | A | -0.32% | |
ACM | A | -0.32% | |
NWSA | B | -0.32% | |
SOFI | A | -0.32% | |
JBL | B | -0.32% | |
COHR | B | -0.32% | |
EVRG | A | -0.32% | |
NDSN | B | -0.31% | |
SAIA | B | -0.31% | |
FFIV | B | -0.31% | |
EPAM | C | -0.3% | |
AFRM | B | -0.3% | |
GLPI | C | -0.3% | |
RNR | C | -0.3% | |
CW | B | -0.3% | |
POOL | C | -0.3% | |
CHRW | C | -0.29% | |
PFGC | B | -0.29% | |
TPR | B | -0.29% | |
TXRH | C | -0.29% | |
ELS | C | -0.29% | |
UDR | B | -0.29% | |
ITT | A | -0.28% | |
UNM | A | -0.28% | |
CLH | B | -0.28% | |
JKHY | D | -0.28% | |
CPT | B | -0.28% | |
BG | F | -0.28% | |
JNPR | F | -0.27% | |
REG | B | -0.27% | |
JEF | A | -0.27% | |
FTI | A | -0.27% | |
BMRN | D | -0.27% | |
INCY | C | -0.27% | |
ALB | C | -0.27% | |
ALLE | D | -0.27% | |
KMX | B | -0.27% | |
WPC | D | -0.27% | |
SCI | B | -0.27% | |
JLL | D | -0.27% | |
DUOL | A | -0.26% | |
OVV | B | -0.26% | |
BJ | A | -0.26% | |
NCLH | B | -0.26% | |
OWL | A | -0.26% | |
LECO | B | -0.26% | |
SF | B | -0.26% | |
DAY | B | -0.26% | |
AMH | D | -0.26% | |
EMN | D | -0.26% | |
ATR | B | -0.25% | |
LAMR | D | -0.25% | |
SNAP | C | -0.25% | |
RRX | B | -0.25% | |
LBRDK | C | -0.25% | |
AIZ | A | -0.25% | |
AA | B | -0.25% | |
SJM | D | -0.25% | |
INSM | C | -0.25% | |
BXP | D | -0.25% | |
DKS | C | -0.25% | |
EVR | B | -0.24% | |
PAYC | B | -0.24% | |
CCK | C | -0.24% | |
LW | C | -0.24% | |
CUBE | D | -0.24% | |
FHN | A | -0.24% | |
TAP | C | -0.24% | |
FND | C | -0.24% | |
TTEK | F | -0.24% | |
IPG | D | -0.23% | |
CHDN | B | -0.23% | |
AIT | A | -0.23% | |
WBS | A | -0.23% | |
KNSL | B | -0.23% | |
GME | C | -0.23% | |
OHI | C | -0.23% | |
BLD | D | -0.23% | |
PNW | B | -0.23% | |
CACI | D | -0.23% | |
CG | A | -0.23% | |
WTRG | B | -0.22% | |
PCVX | D | -0.22% | |
DTM | B | -0.22% | |
EXEL | B | -0.22% | |
ARMK | B | -0.22% | |
WAL | B | -0.22% | |
MUSA | A | -0.22% | |
MKTX | D | -0.22% | |
LAD | A | -0.22% | |
ALLY | C | -0.22% | |
AES | F | -0.22% | |
AFG | A | -0.22% | |
EHC | B | -0.22% | |
SRPT | D | -0.22% | |
RPRX | D | -0.22% | |
AYI | B | -0.22% | |
MLI | C | -0.22% | |
LKQ | D | -0.22% | |
WWD | B | -0.22% | |
PRI | A | -0.22% | |
ALSN | B | -0.22% | |
IOT | A | -0.22% | |
WMS | D | -0.21% | |
WING | D | -0.21% | |
BRBR | A | -0.21% | |
SOLV | C | -0.21% | |
PR | B | -0.21% | |
TPX | B | -0.21% | |
AAL | B | -0.21% | |
PNFP | B | -0.21% | |
CNH | C | -0.21% | |
CIEN | B | -0.21% | |
CRL | C | -0.21% | |
AXTA | A | -0.2% | |
AR | B | -0.2% | |
CFR | B | -0.2% | |
ORI | A | -0.2% | |
AAON | B | -0.2% | |
KNX | B | -0.2% | |
TFX | F | -0.2% | |
RBC | A | -0.2% | |
MORN | B | -0.2% | |
EXAS | D | -0.2% | |
WCC | B | -0.2% | |
CMA | A | -0.2% | |
INGR | B | -0.2% | |
FBIN | D | -0.2% | |
REXR | F | -0.2% | |
RGLD | C | -0.2% | |
PEN | B | -0.2% | |
RL | B | -0.19% | |
EGP | F | -0.19% | |
CBSH | A | -0.19% | |
MOS | F | -0.19% | |
CR | A | -0.19% | |
GPK | C | -0.19% | |
WYNN | D | -0.19% | |
CPB | D | -0.19% | |
APG | B | -0.19% | |
FRT | B | -0.19% | |
PCTY | B | -0.19% | |
NYT | C | -0.19% | |
OGE | B | -0.19% | |
HQY | B | -0.19% | |
RVMD | C | -0.19% | |
BRX | A | -0.19% | |
HSIC | B | -0.19% | |
CRS | A | -0.19% | |
ROKU | D | -0.19% | |
WTFC | A | -0.19% | |
ZION | B | -0.19% | |
MTCH | D | -0.18% | |
SEIC | B | -0.18% | |
TKO | B | -0.18% | |
IVZ | B | -0.18% | |
CZR | F | -0.18% | |
X | C | -0.18% | |
VOYA | B | -0.18% | |
SNV | B | -0.18% | |
SKX | D | -0.18% | |
CE | F | -0.18% | |
PLNT | A | -0.18% | |
SSB | B | -0.18% | |
RRC | B | -0.18% | |
ENSG | D | -0.18% | |
HAS | D | -0.18% | |
CNM | D | -0.18% | |
BILL | A | -0.18% | |
LNW | D | -0.18% | |
CRBG | B | -0.18% | |
MTZ | B | -0.18% | |
S | B | -0.17% | |
AGNC | D | -0.17% | |
RHI | B | -0.17% | |
JXN | C | -0.17% | |
HII | D | -0.17% | |
GKOS | B | -0.17% | |
SSD | D | -0.17% | |
ADC | B | -0.17% | |
BERY | B | -0.17% | |
WH | B | -0.17% | |
FYBR | D | -0.17% | |
SMAR | A | -0.17% | |
NNN | D | -0.17% | |
FLS | B | -0.17% | |
ONTO | D | -0.17% | |
BWA | D | -0.17% | |
PB | A | -0.17% | |
UFPI | B | -0.17% | |
MEDP | D | -0.17% | |
GXO | B | -0.16% | |
BBWI | D | -0.16% | |
MKSI | C | -0.16% | |
MASI | A | -0.16% | |
COKE | C | -0.16% | |
ALV | C | -0.16% | |
EXLS | B | -0.16% | |
OLED | D | -0.16% | |
RLI | B | -0.16% | |
FRPT | B | -0.16% | |
MIDD | C | -0.16% | |
TMHC | B | -0.16% | |
G | B | -0.16% | |
PCOR | B | -0.16% | |
MHK | D | -0.16% | |
CVLT | B | -0.16% | |
WEX | D | -0.16% | |
ANF | C | -0.16% | |
DVA | B | -0.16% | |
KEX | C | -0.16% | |
SPSC | C | -0.15% | |
LYFT | C | -0.15% | |
STAG | F | -0.15% | |
MTN | C | -0.15% | |
AXS | A | -0.15% | |
PARA | C | -0.15% | |
VFC | C | -0.15% | |
MTDR | B | -0.15% | |
BEN | C | -0.15% | |
FAF | A | -0.15% | |
VNO | B | -0.15% | |
LSCC | D | -0.15% | |
FMC | D | -0.15% | |
CGNX | C | -0.15% | |
VMI | B | -0.15% | |
UHAL | D | -0.15% | |
ALK | C | -0.15% | |
DAR | C | -0.15% | |
ELF | C | -0.15% | |
H | B | -0.15% | |
FCN | D | -0.15% | |
ELAN | D | -0.15% | |
BPOP | B | -0.15% | |
FR | C | -0.15% | |
GNTX | C | -0.15% | |
GTLS | B | -0.15% | |
ATI | D | -0.15% | |
BIO | D | -0.14% | |
WHR | B | -0.14% | |
STWD | C | -0.14% | |
IDA | A | -0.14% | |
SAIC | F | -0.14% | |
NOV | C | -0.14% | |
SITE | D | -0.14% | |
MAT | D | -0.14% | |
GBCI | B | -0.14% | |
DBX | B | -0.14% | |
MTG | C | -0.14% | |
WSC | D | -0.14% | |
LSTR | D | -0.14% | |
RGEN | D | -0.14% | |
MTH | D | -0.14% | |
KBH | D | -0.13% | |
JHG | A | -0.13% | |
BRKR | D | -0.13% | |
SIRI | C | -0.13% | |
COLD | D | -0.13% | |
PVH | C | -0.13% | |
CROX | D | -0.13% | |
THO | B | -0.13% | |
AGCO | D | -0.13% | |
THG | A | -0.13% | |
TRNO | F | -0.13% | |
ESNT | D | -0.13% | |
CYTK | F | -0.13% | |
LFUS | F | -0.13% | |
SIGI | C | -0.13% | |
BFAM | D | -0.13% | |
NOVT | D | -0.13% | |
WBA | F | -0.13% | |
ARW | D | -0.13% | |
BC | C | -0.12% | |
FFIN | B | -0.12% | |
CLF | F | -0.12% | |
QLYS | C | -0.12% | |
CRUS | D | -0.12% | |
LEA | D | -0.12% | |
IONS | F | -0.12% | |
RMBS | C | -0.12% | |
EDR | A | -0.12% | |
PATH | C | -0.12% | |
AMG | B | -0.12% | |
NFG | A | -0.12% | |
ZWS | B | -0.12% | |
OLLI | D | -0.12% | |
MMS | F | -0.11% | |
GAP | C | -0.11% | |
VLY | B | -0.11% | |
POR | C | -0.11% | |
FIVE | F | -0.11% | |
HXL | D | -0.11% | |
OLN | D | -0.11% | |
ROIV | C | -0.11% | |
NXST | C | -0.11% | |
SON | D | -0.11% | |
BYD | C | -0.11% | |
POST | C | -0.11% | |
U | C | -0.11% | |
AL | B | -0.11% | |
OZK | B | -0.11% | |
INSP | D | -0.11% | |
UGI | A | -0.11% | |
AN | C | -0.1% | |
BKH | A | -0.1% | |
PSN | D | -0.1% | |
ALKS | B | -0.1% | |
OGN | D | -0.09% | |
ASGN | F | -0.09% | |
RYN | D | -0.09% | |
CELH | F | -0.09% | |
CRSP | D | -0.09% | |
KRC | C | -0.09% | |
WLK | D | -0.09% | |
FLO | D | -0.09% | |
NSIT | F | -0.09% | |
DLB | B | -0.09% | |
LANC | C | -0.08% | |
PII | D | -0.08% | |
ACHC | F | -0.08% | |
WU | D | -0.08% | |
XRAY | F | -0.08% | |
W | F | -0.08% | |
OPCH | D | -0.08% | |
MDU | D | -0.08% | |
ASH | D | -0.08% | |
DNB | B | -0.08% | |
ALGM | D | -0.07% | |
PAG | B | -0.07% | |
PBF | D | -0.07% | |
VAL | D | -0.07% | |
CHH | A | -0.07% | |
IAC | D | -0.07% | |
AGR | B | -0.06% | |
SMMT | D | -0.06% | |
BOKF | B | -0.06% | |
COTY | F | -0.06% | |
ADTN | A | -0.06% | |
COLM | B | -0.06% | |
APLS | D | -0.06% | |
CACC | D | -0.06% | |
TNET | D | -0.06% | |
AMKR | D | -0.06% | |
INFA | D | -0.05% | |
PPC | C | -0.05% | |
SHC | F | -0.05% | |
RCM | F | -0.05% | |
LCID | F | -0.05% | |
CNXC | F | -0.04% | |
DJT | C | -0.04% | |
CLVT | F | -0.04% | |
UI | A | -0.03% | |
REYN | D | -0.03% | |
FG | B | -0.02% | |
CNA | B | -0.02% |
AIEQ: Top Represented Industries & Keywords
SCHM: Top Represented Industries & Keywords