MOTO vs. SAEF ETF Comparison

Comparison of SmartETFs Smart Transportation & Technology ETF (MOTO) to Schwab Ariel ESG ETF (SAEF)

MOTO

SmartETFs Smart Transportation & Technology ETF

MOTO Description

The investment seeks long-term capital appreciation. The fund will invest in publicly-traded equity securities of domestic or foreign companies that are involved in the development and production of products or services for Smart Transportation, including safer, cleaner or connected vehicles and Smart Transportation companies providing transportation as a service. Under normal circumstances, it will invest at least 80% of its net assets (plus any borrowings for investment purposes) in Smart Transportation companies and Technology companies.

Grade (RS Rating)

Last Trade

$42.53

Average Daily Volume

865

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	MOTO	SAEF
30 Days	-3.05%	-6.16%
60 Days	1.68%	-1.19%
90 Days	7.95%	1.14%
12 Months	12.50%	10.70%

1 Overlapping Holdings

	Symbol	Grade	Weight in MOTO	Weight in SAEF	Overlap
	ST	D	2.56%	1.44%	1.44%

MOTO Overweight 17 Positions Relative to SAEF

Symbol	Grade	Weight
NVDA	B	4.61%
ETN	A	4.51%
TSM	B	4.04%
GOOG	A	3.92%
PWR	A	3.82%
APH	A	3.73%
NXPI	B	3.24%
ADI	A	3.03%
TEL	D	3.01%
THRM	D	2.65%
POWI	D	2.56%
ON	D	2.47%
SWKS	B	2.47%
TSLA	D	2.17%
APTV	F	2.1%
DAR	D	1.99%
DAN	C	1.92%

MOTO Underweight 57 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%
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%