BOAT vs. SAEF ETF Comparison
Comparison of SonicShares Global Shipping ETF (BOAT) to Schwab Ariel ESG ETF (SAEF)
BOAT
SonicShares Global Shipping ETF
BOAT Description
The investment seeks to track the performance, before fees and expenses, of the Solactive Global Shipping Index. The index is a rules-based index that seeks to provide exposure to a global portfolio of companies identified as being engaged in the water transportation industry. Under normal circumstances, at least 80% of the fund?s net assets, plus borrowings for investment purposes, will be invested in Global Shipping Companies. It also may invest in securities or other investments not included in the index, but which the fund?s investment adviser believes will help it track the index. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$36.57
Average Daily Volume
25,353
22
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
$23.74
Average Daily Volume
1,376
57
Performance
| Period | BOAT | SAEF |
|---|---|---|
| 30 Days | -2.01% | 1.00% |
| 60 Days | 14.78% | 3.22% |
| 90 Days | 24.12% | -3.30% |
| 12 Months | 52.96% | 8.23% |
0 Overlapping Holdings
| Symbol | Grade | Weight in BOAT | Weight in SAEF | Overlap |
|---|
BOAT Overweight 22 Positions Relative to SAEF
BOAT Underweight 57 Positions Relative to SAEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| NCLH | B | -3.76% | |
| OSW | B | -3.59% | |
| LIND | B | -3.29% | |
| BCO | B | -3.15% | |
| KKR | B | -3.09% | |
| NVT | D | -2.89% | |
| REZI | C | -2.58% | |
| ZBRA | C | -2.48% | |
| CRL | F | -2.45% | |
| NTRS | C | -2.23% | |
| GS | B | -2.23% | |
| PBH | C | -2.22% | |
| FICO | A | -2.08% | |
| GNRC | D | -2.07% | |
| GNTX | D | -2.05% | |
| CBRE | B | -1.87% | |
| FAF | D | -1.85% | |
| MAT | F | -1.85% | |
| JLL | B | -1.78% | |
| MTB | B | -1.7% | |
| ZBH | D | -1.66% | |
| LFUS | C | -1.55% | |
| KEYS | D | -1.53% | |
| KN | B | -1.48% | |
| MSI | A | -1.46% | |
| AXTA | D | -1.45% | |
| KMT | F | -1.45% | |
| LESL | F | -1.42% | |
| SSD | F | -1.4% | |
| IPG | F | -1.36% | |
| MIDD | F | -1.35% | |
| ST | D | -1.35% | |
| SNA | D | -1.32% | |
| MSGE | D | -1.32% | |
| MAS | D | -1.31% | |
| LH | C | -1.3% | |
| PGR | D | -1.28% | |
| DNB | D | -1.26% | |
| ADTN | D | -1.25% | |
| KMX | B | -1.2% | |
| MSGS | C | -1.2% | |
| AFL | B | -1.18% | |
| ATGE | A | -1.14% | |
| BWA | F | -1.13% | |
| SRCL | B | -1.12% | |
| PDCO | D | -1.1% | |
| HCKT | D | -1.02% | |
| BRC | B | -0.97% | |
| MANU | F | -0.95% | |
| MHK | C | -0.92% | |
| KFY | B | -0.91% | |
| REYN | C | -0.9% | |
| BIO | F | -0.84% | |
| NVST | F | -0.66% | |
| SJM | F | -0.49% | |
| PARA | D | -0.36% | |
| PHIN | D | -0.25% |
BOAT: Top Represented Industries & Keywords
SAEF: Top Represented Industries & Keywords
Compare ETFs
