FDRV vs. SAEF ETF Comparison
Comparison of Fidelity Electric Vehicles and Future Transportation ETF (FDRV) to Schwab Ariel ESG ETF (SAEF)
FDRV
Fidelity Electric Vehicles and Future Transportation ETF
FDRV Description
The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity Electric Vehicles and Future Transportation Index. Normally investing at least 80% of assets in securities included in the Fidelity Electric Vehicles and Future Transportation Index and in depositary receipts representing securities included in the index. The Fidelity Electric Vehicles and Future Transportation Index is designed to reflect the performance of a global universe of companies across the market capitalization spectrum engaged in the production of electric and/or autonomous vehicles and their components, technology, or energy systems or engaged in other initiatives that aim to change the future of transportation.
Grade (RS Rating)
Last Trade
$13.48
Average Daily Volume
9,287
30
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
$28.76
Average Daily Volume
2,753
57
Performance
Period | FDRV | SAEF |
---|---|---|
30 Days | -0.94% | 7.36% |
60 Days | 2.25% | 8.34% |
90 Days | 0.69% | 9.91% |
12 Months | -13.47% | 38.59% |
1 Overlapping Holdings
Symbol | Grade | Weight in FDRV | Weight in SAEF | Overlap | |
---|---|---|---|---|---|
ST | F | 2.07% | 1.21% | 1.21% |
FDRV Overweight 29 Positions Relative to SAEF
Symbol | Grade | Weight | |
---|---|---|---|
TSLA | B | 6.03% | |
UBER | F | 4.56% | |
ADI | D | 4.56% | |
GRMN | B | 3.77% | |
NXPI | D | 3.77% | |
RIVN | F | 3.19% | |
ON | D | 3.05% | |
APTV | F | 3.04% | |
SWKS | F | 2.94% | |
LI | F | 2.69% | |
LEA | F | 2.21% | |
ALB | B | 2.21% | |
XPEV | C | 1.95% | |
LCID | F | 1.9% | |
NIO | F | 1.87% | |
VC | F | 1.75% | |
LYFT | C | 1.55% | |
LSCC | D | 1.54% | |
ADNT | F | 1.44% | |
DIOD | D | 1.43% | |
BE | B | 1.41% | |
SYNA | C | 1.29% | |
SITM | B | 1.25% | |
CHPT | F | 1.18% | |
PLUG | F | 1.06% | |
ALGM | D | 1.05% | |
BLBD | D | 1.01% | |
LAZR | D | 0.88% | |
INDI | C | 0.72% |
FDRV Underweight 56 Positions Relative to SAEF
Symbol | Grade | Weight | |
---|---|---|---|
OSW | B | -4.39% | |
BCO | F | -4.21% | |
NCLH | B | -3.64% | |
FI | A | -3.4% | |
LIND | C | -3.32% | |
KKR | A | -2.42% | |
FAF | A | -2.41% | |
GNRC | C | -2.41% | |
ZBRA | B | -2.3% | |
NVT | B | -2.29% | |
JLL | D | -2.28% | |
GS | A | -2.24% | |
REZI | A | -2.14% | |
NTRS | A | -2.09% | |
FICO | B | -2.08% | |
PBH | A | -2.04% | |
MAT | D | -1.81% | |
KMT | B | -1.8% | |
CBRE | B | -1.79% | |
CRL | D | -1.78% | |
GNTX | C | -1.76% | |
MIDD | C | -1.71% | |
KEYS | A | -1.65% | |
LFUS | D | -1.57% | |
WEX | D | -1.54% | |
KN | B | -1.53% | |
MTB | A | -1.53% | |
DNB | B | -1.5% | |
AXTA | B | -1.41% | |
MSI | B | -1.41% | |
MANU | B | -1.41% | |
NVST | B | -1.31% | |
MAS | D | -1.29% | |
BIO | C | -1.28% | |
MSGS | A | -1.26% | |
ZBH | C | -1.25% | |
ADTN | A | -1.24% | |
LH | B | -1.23% | |
MHK | D | -1.22% | |
IPG | D | -1.22% | |
SSD | F | -1.21% | |
SNA | A | -1.19% | |
BRC | D | -1.16% | |
ATGE | B | -1.15% | |
AFL | B | -1.13% | |
MSGE | F | -1.1% | |
BWA | D | -1.09% | |
KMX | B | -0.98% | |
KFY | B | -0.97% | |
SJM | D | -0.94% | |
PGR | A | -0.92% | |
REYN | D | -0.91% | |
LESL | D | -0.86% | |
HCKT | B | -0.83% | |
PARA | C | -0.56% | |
PHIN | A | -0.28% |
FDRV: Top Represented Industries & Keywords
SAEF: Top Represented Industries & Keywords