DIVY vs. SAEF ETF Comparison
Comparison of Sound Equity Income ETF (DIVY) to Schwab Ariel ESG ETF (SAEF)
DIVY
Sound Equity Income ETF
DIVY Description
The investment seeks to produce long-term capital appreciation. The fund's principal investment strategy is designed to provide exposure to the aggregate value of ordinary dividends expected to be paid on a portfolio of large capitalization equity securities listed for trading in the U.S. (Large Cap Securities). The fund may use a variety of investment strategies to achieve this objective. Under normal circumstances, it generally invests in a combination of dividend swaps, dividend futures and forwards on indexes of Large Cap Securities (Large Cap Securities Indexes). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$26.65
Average Daily Volume
4,673
8
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
$24.06
Average Daily Volume
1,971
57
Performance
| Period | DIVY | SAEF |
|---|---|---|
| 30 Days | 6.03% | 7.30% |
| 60 Days | 2.45% | 2.09% |
| 90 Days | 4.25% | 3.57% |
| 12 Months | 9.42% | 16.02% |
1 Overlapping Holdings
| Symbol | Grade | Weight in DIVY | Weight in SAEF | Overlap | |
|---|---|---|---|---|---|
| PDCO | D | 4.22% | 1.1% | 1.1% |
DIVY Underweight 56 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% | |
| 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% |
DIVY: Top Represented Industries & Keywords
SAEF: Top Represented Industries & Keywords
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