SAEF vs. PAMC ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to Pacer Lunt MidCap Multi-Factor Alternator ETF (PAMC)
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
$26.69
Average Daily Volume
2,194
Number of Holdings
*
58
* may have additional holdings in another (foreign) market
PAMC
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC Description
The investment seeks to track the total return performance, before fees and expenses, of the Lunt Capital U.S. MidCap Multi-Factor Rotation Index. Under normal circumstances, at least 80% of the fund’s total assets (exclusive of collateral held from securities lending) will be invested in the component securities of its underlying index or in one or more ETFs that track the performance of all or a portion of such component securities in the same approximate proportion as in the fund’s underlying index. The index uses an objective, rules-based methodology to provide exposure to mid-capitalization U.S. companies. It is non-diversified.Grade (RS Rating)
Last Trade
$46.14
Average Daily Volume
9,294
Number of Holdings
*
150
* may have additional holdings in another (foreign) market
Performance
| Period | SAEF | PAMC |
|---|---|---|
| 30 Days | 1.84% | 0.13% |
| 60 Days | 2.14% | 0.48% |
| 90 Days | 9.35% | 4.80% |
| 12 Months | 38.53% | 37.12% |
SAEF Overweight 53 Positions Relative to PAMC
| Symbol | Grade | Weight | |
|---|---|---|---|
| OSW | A | 4.31% | |
| BCO | D | 3.61% | |
| LIND | D | 3.51% | |
| NCLH | A | 3.48% | |
| FI | A | 3.15% | |
| NVT | D | 3.04% | |
| KKR | B | 2.85% | |
| GS | B | 2.5% | |
| ZBRA | A | 2.43% | |
| REZI | C | 2.32% | |
| FICO | B | 2.29% | |
| GNRC | A | 2.24% | |
| PBH | A | 2.18% | |
| NTRS | B | 2.17% | |
| FAF | D | 2.05% | |
| CRL | F | 1.93% | |
| JLL | B | 1.93% | |
| MTB | B | 1.83% | |
| CBRE | A | 1.77% | |
| MSI | B | 1.64% | |
| KN | C | 1.63% | |
| KMT | B | 1.61% | |
| KEYS | C | 1.59% | |
| MAT | A | 1.57% | |
| ATGE | A | 1.56% | |
| AXTA | A | 1.48% | |
| ADTN | B | 1.45% | |
| ZBH | C | 1.41% | |
| MANU | B | 1.39% | |
| MSGS | A | 1.27% | |
| AFL | D | 1.27% | |
| LH | A | 1.25% | |
| IPG | F | 1.25% | |
| DNB | B | 1.2% | |
| SNA | A | 1.2% | |
| SSD | F | 1.19% | |
| MAS | D | 1.15% | |
| BRC | D | 1.11% | |
| BWA | D | 1.08% | |
| KMX | F | 1.04% | |
| PGR | D | 0.99% | |
| PDCO | F | 0.99% | |
| MSGE | C | 0.97% | |
| KFY | C | 0.96% | |
| HCKT | D | 0.94% | |
| LESL | F | 0.94% | |
| BIO | A | 0.93% | |
| REYN | F | 0.91% | |
| MHK | D | 0.83% | |
| SJM | F | 0.75% | |
| SRCL | A | 0.75% | |
| PARA | C | 0.61% | |
| PHIN | C | 0.26% |
SAEF Underweight 145 Positions Relative to PAMC
| Symbol | Grade | Weight | |
|---|---|---|---|
| ILMN | A | -3.22% | |
| DT | B | -2.1% | |
| WPC | F | -1.31% | |
| PEN | A | -1.23% | |
| FND | D | -1.21% | |
| PNM | B | -1.09% | |
| PCTY | A | -1.08% | |
| AA | B | -1.04% | |
| FLO | F | -1.04% | |
| DLB | B | -1.03% | |
| OGS | C | -1.03% | |
| LSCC | C | -1.0% | |
| REXR | F | -1.0% | |
| DAR | B | -0.99% | |
| KNX | A | -0.93% | |
| CW | B | -0.92% | |
| AGCO | C | -0.91% | |
| ATR | A | -0.91% | |
| FIVE | C | -0.9% | |
| GXO | B | -0.9% | |
| DTM | A | -0.89% | |
| ARW | D | -0.88% | |
| SEIC | A | -0.88% | |
| JAZZ | D | -0.85% | |
| CACI | A | -0.84% | |
| MTN | F | -0.82% | |
| VOYA | B | -0.79% | |
| FHI | A | -0.78% | |
| XRAY | F | -0.77% | |
| GEF | B | -0.77% | |
| SF | A | -0.76% | |
| EHC | A | -0.75% | |
| LEA | F | -0.73% | |
| IBKR | A | -0.73% | |
| CGNX | B | -0.73% | |
| MTZ | A | -0.72% | |
| AMG | A | -0.71% | |
| DCI | B | -0.71% | |
| WHR | B | -0.71% | |
| THG | B | -0.71% | |
| ORI | D | -0.71% | |
| MASI | A | -0.7% | |
| RGA | C | -0.7% | |
| INGR | C | -0.7% | |
| AM | C | -0.7% | |
| DBX | A | -0.68% | |
| HLI | A | -0.68% | |
| OHI | B | -0.68% | |
| UNM | A | -0.68% | |
| SON | F | -0.67% | |
| EPR | D | -0.67% | |
| OGE | C | -0.67% | |
| ACM | A | -0.67% | |
| ADC | C | -0.67% | |
| IDA | A | -0.67% | |
| CLF | C | -0.67% | |
| GLPI | D | -0.67% | |
| JHG | A | -0.66% | |
| NJR | D | -0.66% | |
| PRI | B | -0.66% | |
| RLI | B | -0.66% | |
| FLS | A | -0.66% | |
| JEF | B | -0.65% | |
| RPM | B | -0.65% | |
| POST | D | -0.64% | |
| TXRH | A | -0.64% | |
| SBRA | B | -0.64% | |
| USFD | B | -0.64% | |
| SIGI | C | -0.63% | |
| ESNT | F | -0.63% | |
| G | C | -0.63% | |
| NWE | D | -0.63% | |
| NNN | D | -0.63% | |
| AFG | D | -0.63% | |
| GGG | D | -0.63% | |
| ELS | D | -0.62% | |
| CDP | B | -0.62% | |
| AVT | B | -0.62% | |
| SR | D | -0.62% | |
| ACHC | F | -0.61% | |
| PPC | A | -0.61% | |
| DOCS | A | -0.61% | |
| AMH | F | -0.61% | |
| NFG | C | -0.61% | |
| MTG | D | -0.61% | |
| POR | C | -0.6% | |
| SNX | C | -0.6% | |
| ALE | A | -0.6% | |
| OLN | F | -0.6% | |
| CHE | F | -0.59% | |
| KBR | B | -0.59% | |
| BRX | C | -0.59% | |
| SLGN | A | -0.59% | |
| RMBS | C | -0.58% | |
| EGP | D | -0.58% | |
| PII | F | -0.58% | |
| IRDM | B | -0.57% | |
| FR | D | -0.57% | |
| STAG | D | -0.57% | |
| MMS | D | -0.56% | |
| NYT | A | -0.56% | |
| LSTR | D | -0.56% | |
| GATX | A | -0.56% | |
| BKH | D | -0.56% | |
| RH | B | -0.55% | |
| MSA | F | -0.55% | |
| NEU | D | -0.54% | |
| ALGM | F | -0.54% | |
| BYD | A | -0.53% | |
| WTRG | C | -0.52% | |
| MUSA | C | -0.5% | |
| MAN | F | -0.48% | |
| TDC | B | -0.47% | |
| POWI | C | -0.46% | |
| VLY | A | -0.45% | |
| WEN | A | -0.45% | |
| OPCH | F | -0.45% | |
| CHRD | F | -0.44% | |
| ZI | C | -0.44% | |
| PRGO | D | -0.43% | |
| ORA | B | -0.42% | |
| SLAB | F | -0.42% | |
| RYN | C | -0.42% | |
| MSM | D | -0.41% | |
| PCH | F | -0.37% | |
| NEOG | D | -0.36% | |
| VAC | B | -0.35% | |
| VC | F | -0.35% | |
| COTY | F | -0.34% | |
| CC | F | -0.34% | |
| SAM | C | -0.34% | |
| IPGP | B | -0.34% | |
| ENOV | C | -0.33% | |
| PBF | F | -0.31% | |
| NSP | F | -0.31% | |
| LIVN | C | -0.31% | |
| GT | F | -0.3% | |
| RCM | A | -0.26% | |
| SHC | C | -0.26% | |
| CRI | F | -0.25% | |
| CNXC | F | -0.23% | |
| VSH | F | -0.23% | |
| CAR | C | -0.21% | |
| UAA | B | -0.18% | |
| UA | B | -0.12% |
SAEF: Top Represented Industries & Keywords
Industries:
Leisure
Auto Parts
Communication Equipment
Diagnostics & Research
Diversified Industrials
Entertainment
Security & Protection Services
Tools & Accessories
Asset Management
Business Services
Medical Distribution
Real Estate Services
Scientific & Technical Instruments
Advertising Agencies
Auto & Truck Dealerships
Banks - Regional - US
Building Materials
Capital Markets
Education & Training Services
Electronic Components
Keywords:
S&P 500
Aerospace
Chemical
Insurance
Pharmaceutical
Access Control
Baking
Banking
Cash Management
Cruise Ship
Electrical Engineering
Electromagnetism
Infection
Investment Management Services
Medicine
Network Infrastructure
Telecommunications
Access Control Systems
Air Conditioning Systems
Airport
PAMC: Top Represented Industries & Keywords
Industries:
Asset Management
Diversified Industrials
Semiconductors
Utilities - Regulated Electric
Insurance - Property & Casualty
Medical Care
Packaged Foods
Packaging & Containers
REIT - Industrial
REIT - Retail
Specialty Chemicals
Apparel Manufacturing
Auto Parts
Business Services
Capital Markets
Diagnostics & Research
Engineering & Construction
Medical Instruments & Supplies
REIT - Diversified
Resorts & Casinos
Compare ETFs
