EAGL vs. SAEF ETF Comparison
Comparison of Eagle Capital Select Equity ETF (EAGL) to Schwab Ariel ESG ETF (SAEF)
EAGL
Eagle Capital Select Equity ETF
EAGL Description
EAGL seeks to outperform the US equity markets through a narrow exposure to global value stocks. The actively managed fund generally holds 15-35 stocks assessed based on the advisers estimate of their long-term intrinsic values. The belief is that there is an opportunity to capture excess returns through a longer-term perspective. Thus, several investments of the fund are expected to be made with a five to seven-year holding period. The portfolio is constructed using a fundamental analysis that considers business changes, growth prospects, margins, industry factors, and valuation scenarios over the next 5 to 10 years, which seeks to identify a margin of safety based on valuation discount, resilience, growth opportunities, and strong management. The fund primarily focuses on US stocks and large-cap companies. However, the fund may invest in companies of any size and geographic location, including emerging markets. EAGL launched by converting an SMA with $1.8 billion in assets.
Grade (RS Rating)
Last Trade
$27.69
Average Daily Volume
50,515
24
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
$26.69
Average Daily Volume
2,194
58
Performance
| Period | EAGL | SAEF |
|---|---|---|
| 30 Days | 1.61% | 1.84% |
| 60 Days | 2.74% | 2.14% |
| 90 Days | 8.03% | 9.35% |
| 12 Months | 38.53% |
0 Overlapping Holdings
| Symbol | Grade | Weight in EAGL | Weight in SAEF | Overlap |
|---|
EAGL Overweight 24 Positions Relative to SAEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | A | 7.68% | |
| META | B | 5.92% | |
| GOOGL | A | 4.97% | |
| COP | D | 4.87% | |
| AON | A | 4.64% | |
| MSFT | D | 4.41% | |
| UNH | C | 4.2% | |
| SAP | B | 3.76% | |
| AER | C | 3.7% | |
| TSM | B | 3.65% | |
| GEV | A | 3.59% | |
| COF | A | 3.34% | |
| WDAY | F | 3.31% | |
| CHTR | B | 2.95% | |
| HUM | F | 2.72% | |
| CMCSA | A | 2.51% | |
| WFC | B | 2.49% | |
| WWD | D | 2.24% | |
| V | A | 2.17% | |
| ELV | F | 2.12% | |
| HLT | A | 2.08% | |
| AA | B | 2.07% | |
| NFLX | A | 1.67% | |
| OXY | F | 1.58% |
EAGL Underweight 58 Positions Relative to SAEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| OSW | A | -4.31% | |
| BCO | D | -3.61% | |
| LIND | D | -3.51% | |
| NCLH | A | -3.48% | |
| FI | A | -3.15% | |
| NVT | D | -3.04% | |
| KKR | B | -2.85% | |
| GS | B | -2.5% | |
| ZBRA | A | -2.43% | |
| REZI | C | -2.32% | |
| FICO | B | -2.29% | |
| GNRC | A | -2.24% | |
| PBH | A | -2.18% | |
| NTRS | B | -2.17% | |
| FAF | D | -2.05% | |
| GNTX | B | -1.97% | |
| CRL | F | -1.93% | |
| JLL | B | -1.93% | |
| MTB | B | -1.83% | |
| CBRE | A | -1.77% | |
| LFUS | D | -1.69% | |
| MSI | B | -1.64% | |
| KN | C | -1.63% | |
| KMT | B | -1.61% | |
| KEYS | C | -1.59% | |
| MAT | A | -1.57% | |
| ATGE | A | -1.56% | |
| AXTA | A | -1.48% | |
| ADTN | B | -1.45% | |
| ZBH | C | -1.41% | |
| ST | F | -1.41% | |
| MANU | B | -1.39% | |
| MSGS | A | -1.27% | |
| AFL | D | -1.27% | |
| LH | A | -1.25% | |
| IPG | F | -1.25% | |
| DNB | B | -1.2% | |
| SNA | A | -1.2% | |
| SSD | F | -1.19% | |
| MAS | D | -1.15% | |
| BRC | D | -1.11% | |
| BWA | D | -1.08% | |
| MIDD | F | -1.06% | |
| KMX | F | -1.04% | |
| PGR | D | -0.99% | |
| PDCO | F | -0.99% | |
| MSGE | C | -0.97% | |
| KFY | C | -0.96% | |
| HCKT | D | -0.94% | |
| LESL | F | -0.94% | |
| BIO | A | -0.93% | |
| REYN | F | -0.91% | |
| MHK | D | -0.83% | |
| SJM | F | -0.75% | |
| SRCL | A | -0.75% | |
| PARA | C | -0.61% | |
| NVST | A | -0.53% | |
| PHIN | C | -0.26% |
EAGL: Top Represented Industries & Keywords
SAEF: Top Represented Industries & Keywords
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