SAEF vs. AOTG ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to AOT Growth and Innovation ETF (AOTG)
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
$23.00
Average Daily Volume
2,145
58
AOTG
AOT Growth and Innovation ETF
AOTG Description
EA Series Trust - AOT Growth and Innovation ETF is an exchange traded fund launched and managed by Empowered Funds, LLC. The fund is co-managed by AOT Invest LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth stocks of companies across diversified market capitalization. It employs fundamental analysis with top-down stock picking approach to create its portfolio. The fund employs internal and external research to create its portfolio. EA Series Trust - AOT Growth and Innovation ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$35.99
Average Daily Volume
1,780
53
Performance
| Period | SAEF | AOTG |
|---|---|---|
| 30 Days | -4.08% | -5.45% |
| 60 Days | -3.33% | -7.23% |
| 90 Days | 0.78% | 0.10% |
| 12 Months | 10.73% | 42.95% |
1 Overlapping Holdings
| Symbol | Grade | Weight in SAEF | Weight in AOTG | Overlap | |
|---|---|---|---|---|---|
| SRCL | F | 1.1% | 0.7% | 0.7% |
SAEF Overweight 57 Positions Relative to AOTG
| Symbol | Grade | Weight | |
|---|---|---|---|
| NCLH | F | 4.09% | |
| LIND | D | 3.83% | |
| OSW | A | 3.6% | |
| BCO | A | 3.15% | |
| KKR | C | 2.84% | |
| NVT | B | 2.38% | |
| ZBRA | A | 2.37% | |
| REZI | C | 2.28% | |
| CRL | D | 2.24% | |
| GS | A | 2.16% | |
| FICO | C | 2.04% | |
| NTRS | C | 2.01% | |
| GNRC | B | 2.0% | |
| MANU | C | 1.97% | |
| PBH | B | 1.97% | |
| GNTX | D | 1.94% | |
| FAF | F | 1.82% | |
| JLL | C | 1.81% | |
| LFUS | C | 1.8% | |
| KN | B | 1.72% | |
| MTB | A | 1.68% | |
| CBRE | C | 1.67% | |
| MAT | F | 1.66% | |
| KEYS | C | 1.63% | |
| SSD | C | 1.61% | |
| ZBH | F | 1.6% | |
| LESL | F | 1.58% | |
| KMT | D | 1.57% | |
| DNB | D | 1.54% | |
| SNA | D | 1.54% | |
| AXTA | A | 1.5% | |
| ST | A | 1.44% | |
| LH | F | 1.43% | |
| IPG | F | 1.43% | |
| AFL | A | 1.38% | |
| ATGE | B | 1.37% | |
| MSI | B | 1.35% | |
| ADTN | F | 1.33% | |
| MIDD | F | 1.29% | |
| MSGS | B | 1.24% | |
| BWA | B | 1.22% | |
| PGR | B | 1.2% | |
| PDCO | F | 1.19% | |
| HCKT | F | 1.18% | |
| MAS | D | 1.17% | |
| KMX | F | 1.11% | |
| BRC | B | 1.0% | |
| MSGE | A | 0.96% | |
| REYN | C | 0.89% | |
| KFY | C | 0.86% | |
| BIO | D | 0.82% | |
| NVST | F | 0.78% | |
| MHK | C | 0.59% | |
| SJM | F | 0.52% | |
| PARA | B | 0.47% | |
| FTRE | C | 0.22% | |
| PHIN | A | 0.21% |
SAEF Underweight 52 Positions Relative to AOTG
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMD | D | -10.49% | |
| NVDA | C | -7.68% | |
| MSFT | D | -6.14% | |
| GOOGL | A | -5.92% | |
| AMZN | B | -5.2% | |
| TSM | C | -5.16% | |
| TOST | C | -4.98% | |
| NU | C | -4.73% | |
| CRM | D | -3.87% | |
| PYPL | A | -2.34% | |
| PCTY | F | -2.32% | |
| V | D | -2.24% | |
| SHOP | C | -2.24% | |
| MELI | B | -2.13% | |
| DLO | F | -1.72% | |
| ADBE | D | -1.7% | |
| TYL | A | -1.64% | |
| TTD | B | -1.64% | |
| TSLA | D | -1.61% | |
| NFLX | C | -1.52% | |
| ETSY | F | -1.45% | |
| SPOT | A | -1.38% | |
| HUBS | D | -1.34% | |
| PUBM | A | -1.33% | |
| DDOG | B | -1.17% | |
| MGNI | D | -1.13% | |
| SQ | D | -1.07% | |
| NOW | D | -0.88% | |
| DOCU | A | -0.84% | |
| TWLO | C | -0.83% | |
| SOFI | F | -0.74% | |
| DOCN | D | -0.64% | |
| PATH | F | -0.58% | |
| IOT | B | -0.55% | |
| SNOW | D | -0.53% | |
| LLY | C | -0.52% | |
| ZM | D | -0.51% | |
| VEEV | D | -0.5% | |
| ROKU | F | -0.49% | |
| ADSK | F | -0.41% | |
| U | F | -0.38% | |
| AXP | B | -0.34% | |
| BILL | F | -0.32% | |
| MA | D | -0.3% | |
| OKTA | C | -0.3% | |
| PANW | B | -0.29% | |
| WDAY | F | -0.27% | |
| CFLT | F | -0.27% | |
| Z | F | -0.27% | |
| MDB | D | -0.26% | |
| FSLY | F | -0.18% | |
| NTLA | F | -0.12% |
SAEF: Top Represented Industries & Keywords
AOTG: Top Represented Industries & Keywords
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