SAEF vs. MDCP ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to VictoryShares THB Mid Cap ESG ETF (MDCP)
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
$23.55
Average Daily Volume
1,865
57
MDCP
VictoryShares THB Mid Cap ESG ETF
MDCP Description
Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF is an exchange traded fund launched and managed by Victory Capital Management Inc. The fund invests in public equity markets across global region. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of mid-cap companies, within the market capitalization range of the Russell Mid Cap Index. It 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. The fund does not invest in companies operating across manufacture of complete tobacco products, cluster munitions, thermal coal and fossil fuels sectors. It employs internal, external and proprietary research to create its portfolio. Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$27.09
Average Daily Volume
115
30
Performance
| Period | SAEF | MDCP |
|---|---|---|
| 30 Days | -2.07% | -0.83% |
| 60 Days | 3.65% | 1.01% |
| 90 Days | -2.21% | -4.83% |
| 12 Months | 10.04% | 12.53% |
SAEF Overweight 55 Positions Relative to MDCP
| Symbol | Grade | Weight | |
|---|---|---|---|
| NCLH | C | 3.76% | |
| OSW | B | 3.59% | |
| LIND | D | 3.29% | |
| BCO | A | 3.15% | |
| KKR | B | 3.09% | |
| NVT | B | 2.89% | |
| REZI | D | 2.58% | |
| ZBRA | D | 2.48% | |
| CRL | D | 2.45% | |
| NTRS | C | 2.23% | |
| GS | B | 2.23% | |
| PBH | C | 2.22% | |
| FICO | A | 2.08% | |
| GNRC | D | 2.07% | |
| GNTX | D | 2.05% | |
| CBRE | B | 1.87% | |
| FAF | D | 1.85% | |
| MAT | D | 1.85% | |
| JLL | B | 1.78% | |
| MTB | C | 1.7% | |
| ZBH | F | 1.66% | |
| KN | B | 1.48% | |
| MSI | A | 1.46% | |
| AXTA | B | 1.45% | |
| KMT | D | 1.45% | |
| LESL | F | 1.42% | |
| SSD | D | 1.4% | |
| IPG | F | 1.36% | |
| MIDD | D | 1.35% | |
| ST | D | 1.35% | |
| SNA | D | 1.32% | |
| MSGE | D | 1.32% | |
| MAS | D | 1.31% | |
| LH | C | 1.3% | |
| PGR | C | 1.28% | |
| DNB | F | 1.26% | |
| ADTN | C | 1.25% | |
| KMX | C | 1.2% | |
| MSGS | C | 1.2% | |
| AFL | A | 1.18% | |
| ATGE | B | 1.14% | |
| BWA | F | 1.13% | |
| SRCL | B | 1.12% | |
| PDCO | D | 1.1% | |
| HCKT | D | 1.02% | |
| BRC | B | 0.97% | |
| MANU | C | 0.95% | |
| MHK | D | 0.92% | |
| KFY | B | 0.91% | |
| REYN | C | 0.9% | |
| BIO | D | 0.84% | |
| NVST | F | 0.66% | |
| SJM | F | 0.49% | |
| PARA | F | 0.36% | |
| PHIN | D | 0.25% |
SAEF Underweight 28 Positions Relative to MDCP
| Symbol | Grade | Weight | |
|---|---|---|---|
| APH | B | -5.75% | |
| HEI | B | -4.97% | |
| NVR | C | -4.54% | |
| CSL | B | -4.12% | |
| CACI | A | -4.05% | |
| ROL | A | -4.02% | |
| DHI | C | -3.87% | |
| WAB | C | -3.86% | |
| PTC | C | -3.61% | |
| FAST | C | -3.58% | |
| ROST | A | -3.57% | |
| CF | D | -3.3% | |
| ANSS | C | -3.28% | |
| PCAR | D | -3.27% | |
| CHE | D | -3.2% | |
| GGG | D | -3.2% | |
| NEU | D | -3.17% | |
| GWW | C | -3.11% | |
| HOLX | C | -3.09% | |
| POOL | D | -3.08% | |
| TDY | D | -3.0% | |
| TTC | B | -2.85% | |
| WST | D | -2.81% | |
| CPRT | C | -2.62% | |
| ODFL | D | -2.48% | |
| LSTR | B | -2.25% | |
| JBHT | F | -2.22% | |
| DAR | F | -2.13% |
SAEF: Top Represented Industries & Keywords
MDCP: Top Represented Industries & Keywords
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