FINX vs. SAEF ETF Comparison

Comparison of Global X FinTech Thematic ETF (FINX) to Schwab Ariel ESG ETF (SAEF)

FINX

Global X FinTech Thematic ETF

FINX Description

The Global X FinTech Thematic ETF (FINX) seeks to invest in companies on the leading edge of the emerging financial technology sector, which encompasses a range of innovations helping to transform established industries like insurance, investing, fundraising, and third-party lending through unique mobile and digital solutions

Grade (RS Rating)

Last Trade

$25.78

Average Daily Volume

92,346

Number of Holdings ^*

* may have additional holdings in another (foreign) market

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

$22.98

Average Daily Volume

2,241

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	FINX	SAEF
30 Days	-6.73%	-6.16%
60 Days	-1.45%	-1.19%
90 Days	5.87%	1.14%
12 Months	25.51%	10.70%

0 Overlapping Holdings

	Symbol	Grade	Weight in FINX	Weight in SAEF	Overlap

FINX Overweight 41 Positions Relative to SAEF

Symbol	Grade	Weight
PYPL	A	6.61%
FIS	B	6.44%
INTU	C	5.89%
SQ	C	5.86%
COIN	B	5.4%
GPN	C	4.54%
SSNC	C	4.35%
JKHY	D	3.5%
XRX	F	3.43%
TOST	B	2.87%
GWRE	C	2.69%
AFRM	D	2.45%
SOFI	C	2.13%
HQY	C	1.98%
BILL	F	1.86%
STNE	C	1.28%
MARA	D	1.25%
ACIW	A	1.05%
FOUR	F	1.01%
NCNO	F	0.98%
ENV	A	0.98%
AMK	D	0.75%
FLYW	F	0.74%
RIOT	D	0.7%
PAGS	C	0.69%
DLO	F	0.68%
UPST	F	0.57%
VIRT	A	0.54%
SPNS	A	0.49%
VERX	B	0.48%
MLNK	D	0.39%
CIFR	A	0.35%
LMND	B	0.35%
LC	C	0.26%
MITK	B	0.17%
BLND	C	0.17%
LPRO	F	0.17%
IIIV	A	0.16%
TREE	C	0.14%
CTLP	F	0.13%
PAY	B	0.12%

FINX Underweight 58 Positions Relative to SAEF

Symbol	Grade	Weight
NCLH	B	-4.09%
LIND	F	-3.83%
OSW	C	-3.6%
BCO	A	-3.15%
KKR	C	-2.84%
NVT	A	-2.38%
ZBRA	B	-2.37%
REZI	C	-2.28%
CRL	D	-2.24%
GS	A	-2.16%
FICO	D	-2.04%
NTRS	B	-2.01%
GNRC	A	-2.0%
MANU	B	-1.97%
PBH	C	-1.97%
GNTX	C	-1.94%
FAF	D	-1.82%
JLL	C	-1.81%
LFUS	D	-1.8%
KN	B	-1.72%
MTB	A	-1.68%
CBRE	C	-1.67%
MAT	F	-1.66%
KEYS	C	-1.63%
SSD	D	-1.61%
ZBH	F	-1.6%
LESL	F	-1.58%
KMT	F	-1.57%
DNB	D	-1.54%
SNA	D	-1.54%
AXTA	D	-1.5%
ST	D	-1.44%
LH	F	-1.43%
IPG	C	-1.43%
AFL	B	-1.38%
ATGE	B	-1.37%
MSI	A	-1.35%
ADTN	F	-1.33%
MIDD	D	-1.29%
MSGS	B	-1.24%
BWA	B	-1.22%
PGR	B	-1.2%
PDCO	D	-1.19%
HCKT	D	-1.18%
MAS	D	-1.17%
KMX	D	-1.11%
SRCL	F	-1.1%
BRC	A	-1.0%
MSGE	A	-0.96%
REYN	C	-0.89%
KFY	D	-0.86%
BIO	F	-0.82%
NVST	D	-0.78%
MHK	C	-0.59%
SJM	F	-0.52%
PARA	B	-0.47%
FTRE	D	-0.22%
PHIN	A	-0.21%