RVER vs. SAEF ETF Comparison
Comparison of Advisor Managed Portfolios Trenchless Fund ETF (RVER) to Schwab Ariel ESG ETF (SAEF)
RVER
Advisor Managed Portfolios Trenchless Fund ETF
RVER Description
RVER seeks to outperform the S&P 500 Index over all time horizons through a narrow exposure to the US equity market. The fund typically invests in approximately 12 to 30 US-listed stocks of any market capitalization. The portfolio construction starts by screening companies based on valuation metrics such as free cash flow, net income, EBITDA, and revenue. Securities are then assessed using growth factors, including top and bottom-line revenue and net income growth. This analysis seeks to exclude firms with negative outliers and those the sub-adviser believes are likely to miss earnings expectations. The remaining companies are screened based on a review of the number and size of institutional holders. After these three initial screens, the sub-adviser ranks and selects from the remaining companies based on its view of positive price change potential. As an actively managed fund, the sub-adviser has full discretion to make buy, sell, and hold decisions at any time.
Grade (RS Rating)
Last Trade
$29.59
Average Daily Volume
7,723
16
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
$28.88
Average Daily Volume
2,765
57
Performance
| Period | RVER | SAEF |
|---|---|---|
| 30 Days | 10.12% | 8.53% |
| 60 Days | 13.20% | 9.20% |
| 90 Days | 17.38% | 11.05% |
| 12 Months | 40.04% |
0 Overlapping Holdings
| Symbol | Grade | Weight in RVER | Weight in SAEF | Overlap |
|---|
RVER Underweight 57 Positions Relative to SAEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| OSW | A | -4.39% | |
| BCO | D | -4.21% | |
| NCLH | B | -3.64% | |
| FI | A | -3.4% | |
| LIND | C | -3.32% | |
| KKR | A | -2.42% | |
| FAF | A | -2.41% | |
| GNRC | B | -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 | C | -1.78% | |
| GNTX | C | -1.76% | |
| MIDD | C | -1.71% | |
| KEYS | A | -1.65% | |
| LFUS | F | -1.57% | |
| WEX | D | -1.54% | |
| KN | B | -1.53% | |
| MTB | A | -1.53% | |
| DNB | B | -1.5% | |
| AXTA | A | -1.41% | |
| MSI | B | -1.41% | |
| MANU | C | -1.41% | |
| NVST | B | -1.31% | |
| MAS | D | -1.29% | |
| BIO | D | -1.28% | |
| MSGS | A | -1.26% | |
| ZBH | C | -1.25% | |
| ADTN | A | -1.24% | |
| LH | C | -1.23% | |
| MHK | D | -1.22% | |
| IPG | D | -1.22% | |
| SSD | D | -1.21% | |
| ST | 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 | C | -0.86% | |
| HCKT | B | -0.83% | |
| PARA | C | -0.56% | |
| PHIN | A | -0.28% |
RVER: Top Represented Industries & Keywords
SAEF: Top Represented Industries & Keywords
Compare ETFs
