SAEF vs. SMMV ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV)
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
$23.35
Average Daily Volume
2,115
Number of Holdings
*
58
* may have additional holdings in another (foreign) market
SMMV
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV Description
iShares Edge MSCI Min Vol USA Small-Cap ETF seeks to track the investment results of an index composed of small-capitalization U.S. equities that, in the aggregate, have lower volatility characteristics relative to the small-capitalization U.S. equity market.Grade (RS Rating)
Last Trade
$36.83
Average Daily Volume
141,710
Number of Holdings
*
300
* may have additional holdings in another (foreign) market
Performance
| Period | SAEF | SMMV |
|---|---|---|
| 30 Days | -2.62% | -0.08% |
| 60 Days | -2.00% | 0.33% |
| 90 Days | 2.32% | 3.66% |
| 12 Months | 14.41% | 9.87% |
11 Overlapping Holdings
| Symbol | Grade | Weight in SAEF | Weight in SMMV | Overlap | |
|---|---|---|---|---|---|
| ATGE | A | 1.37% | 0.1% | 0.1% | |
| BRC | B | 1.0% | 0.63% | 0.63% | |
| FTRE | C | 0.22% | 0.12% | 0.12% | |
| GNTX | D | 1.94% | 0.66% | 0.66% | |
| HCKT | D | 1.18% | 0.13% | 0.13% | |
| KN | B | 1.72% | 0.1% | 0.1% | |
| MSGS | B | 1.24% | 0.68% | 0.68% | |
| OSW | A | 3.6% | 0.22% | 0.22% | |
| PBH | D | 1.97% | 0.84% | 0.84% | |
| PDCO | F | 1.19% | 0.52% | 0.52% | |
| REYN | D | 0.89% | 0.43% | 0.43% |
SAEF Overweight 47 Positions Relative to SMMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| NCLH | F | 4.09% | |
| LIND | F | 3.83% | |
| BCO | A | 3.15% | |
| KKR | D | 2.84% | |
| NVT | A | 2.38% | |
| ZBRA | A | 2.37% | |
| REZI | D | 2.28% | |
| CRL | D | 2.24% | |
| GS | A | 2.16% | |
| FICO | D | 2.04% | |
| NTRS | C | 2.01% | |
| GNRC | B | 2.0% | |
| MANU | C | 1.97% | |
| FAF | F | 1.82% | |
| JLL | C | 1.81% | |
| LFUS | C | 1.8% | |
| MTB | A | 1.68% | |
| CBRE | D | 1.67% | |
| MAT | F | 1.66% | |
| KEYS | D | 1.63% | |
| SSD | D | 1.61% | |
| ZBH | D | 1.6% | |
| LESL | F | 1.58% | |
| KMT | D | 1.57% | |
| DNB | D | 1.54% | |
| SNA | D | 1.54% | |
| AXTA | A | 1.5% | |
| ST | B | 1.44% | |
| LH | F | 1.43% | |
| IPG | F | 1.43% | |
| AFL | B | 1.38% | |
| MSI | A | 1.35% | |
| ADTN | F | 1.33% | |
| MIDD | D | 1.29% | |
| BWA | B | 1.22% | |
| PGR | B | 1.2% | |
| MAS | D | 1.17% | |
| KMX | F | 1.11% | |
| SRCL | F | 1.1% | |
| MSGE | A | 0.96% | |
| KFY | D | 0.86% | |
| BIO | D | 0.82% | |
| NVST | F | 0.78% | |
| MHK | D | 0.59% | |
| SJM | F | 0.52% | |
| PARA | C | 0.47% | |
| PHIN | A | 0.21% |
SAEF Underweight 289 Positions Relative to SMMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| MUSA | D | -1.6% | |
| RGLD | B | -1.5% | |
| ORI | A | -1.49% | |
| LSTR | D | -1.42% | |
| CHE | F | -1.39% | |
| ADC | B | -1.3% | |
| EXEL | D | -1.2% | |
| FLO | B | -1.19% | |
| SIGI | F | -1.19% | |
| ATR | A | -1.19% | |
| RLI | D | -1.18% | |
| IDA | B | -1.14% | |
| MDU | A | -1.13% | |
| DLB | D | -1.1% | |
| AXS | B | -1.08% | |
| WTM | A | -1.08% | |
| ENSG | D | -1.03% | |
| CVLT | A | -1.01% | |
| NSIT | A | -0.99% | |
| SFM | A | -0.98% | |
| EHC | A | -0.93% | |
| THG | A | -0.91% | |
| RNR | D | -0.91% | |
| POST | C | -0.9% | |
| NEU | D | -0.9% | |
| ALKS | F | -0.9% | |
| BJ | C | -0.86% | |
| LOPE | C | -0.81% | |
| CACI | A | -0.8% | |
| PSN | D | -0.78% | |
| ESGR | B | -0.77% | |
| SAIC | D | -0.75% | |
| AM | A | -0.74% | |
| FCN | B | -0.73% | |
| MSM | F | -0.73% | |
| NWE | B | -0.73% | |
| PNM | C | -0.72% | |
| PAGP | B | -0.7% | |
| WEN | B | -0.69% | |
| BWXT | D | -0.69% | |
| CCOI | F | -0.67% | |
| TKO | B | -0.66% | |
| HQY | D | -0.65% | |
| AVT | A | -0.64% | |
| AVA | B | -0.64% | |
| TGNA | D | -0.62% | |
| MGRC | D | -0.62% | |
| PINC | F | -0.59% | |
| GHC | B | -0.58% | |
| PNW | B | -0.57% | |
| SON | D | -0.57% | |
| RYAN | D | -0.56% | |
| CALM | D | -0.55% | |
| HESM | C | -0.55% | |
| LANC | D | -0.54% | |
| POR | B | -0.53% | |
| INGR | C | -0.53% | |
| CWST | D | -0.51% | |
| MMS | C | -0.51% | |
| KBR | A | -0.51% | |
| JJSF | F | -0.5% | |
| EQC | D | -0.49% | |
| WERN | D | -0.49% | |
| TXRH | A | -0.48% | |
| GO | F | -0.48% | |
| RGA | A | -0.47% | |
| PJT | C | -0.46% | |
| LAUR | A | -0.46% | |
| CASY | B | -0.46% | |
| VRRM | A | -0.46% | |
| INSW | A | -0.45% | |
| PRGS | F | -0.45% | |
| IONS | F | -0.44% | |
| IDCC | C | -0.43% | |
| HCC | B | -0.42% | |
| STRA | A | -0.42% | |
| HURN | F | -0.42% | |
| OHI | A | -0.42% | |
| SCI | D | -0.41% | |
| MGEE | A | -0.41% | |
| XENE | C | -0.41% | |
| LLYVK | D | -0.4% | |
| LRN | A | -0.38% | |
| HLI | A | -0.38% | |
| BATRK | C | -0.38% | |
| PCVX | D | -0.38% | |
| ADUS | C | -0.37% | |
| VVV | B | -0.37% | |
| OGS | B | -0.37% | |
| FCFS | D | -0.36% | |
| HMN | A | -0.36% | |
| CHCO | B | -0.36% | |
| OPCH | F | -0.35% | |
| ASH | A | -0.34% | |
| ROG | C | -0.34% | |
| PRGO | B | -0.34% | |
| MCY | A | -0.34% | |
| HRB | D | -0.34% | |
| NTCT | F | -0.33% | |
| VSH | C | -0.33% | |
| IDYA | D | -0.33% | |
| UNF | F | -0.32% | |
| CSWI | A | -0.32% | |
| LPG | B | -0.32% | |
| OGE | A | -0.32% | |
| SJW | D | -0.31% | |
| CWT | B | -0.31% | |
| WABC | B | -0.3% | |
| NHC | D | -0.3% | |
| ODP | C | -0.3% | |
| COLL | C | -0.3% | |
| SLGN | B | -0.29% | |
| PRDO | A | -0.29% | |
| THS | D | -0.29% | |
| SAFT | C | -0.28% | |
| DTM | B | -0.27% | |
| EIG | D | -0.27% | |
| NTST | C | -0.27% | |
| XNCR | C | -0.27% | |
| IRWD | F | -0.26% | |
| UNM | A | -0.26% | |
| WMK | D | -0.26% | |
| HWKN | A | -0.26% | |
| VIRT | A | -0.26% | |
| DRS | D | -0.26% | |
| KRP | A | -0.25% | |
| NJR | B | -0.25% | |
| WINA | C | -0.25% | |
| SNDR | D | -0.25% | |
| GTY | C | -0.24% | |
| AMED | D | -0.24% | |
| CRAI | B | -0.24% | |
| MRTN | D | -0.24% | |
| ITCI | C | -0.23% | |
| EME | A | -0.23% | |
| PEBO | B | -0.23% | |
| SPNT | C | -0.23% | |
| IMKTA | F | -0.23% | |
| AWR | C | -0.22% | |
| AMSF | F | -0.21% | |
| SRPT | B | -0.21% | |
| INVA | B | -0.21% | |
| JBSS | F | -0.21% | |
| VIAV | F | -0.21% | |
| CRVL | C | -0.2% | |
| ARW | B | -0.2% | |
| CTRE | B | -0.2% | |
| RARE | D | -0.2% | |
| GPK | C | -0.2% | |
| OSIS | C | -0.2% | |
| BBSI | A | -0.19% | |
| CRNX | A | -0.19% | |
| RGR | C | -0.19% | |
| ARCH | D | -0.18% | |
| MIRM | D | -0.18% | |
| CCCS | F | -0.18% | |
| AGX | B | -0.18% | |
| REX | B | -0.18% | |
| PRA | C | -0.17% | |
| DVAX | D | -0.17% | |
| USLM | A | -0.17% | |
| NYT | B | -0.17% | |
| SUPN | D | -0.17% | |
| COLD | F | -0.17% | |
| CNXN | D | -0.17% | |
| LLYVA | D | -0.17% | |
| CPK | B | -0.16% | |
| VREX | F | -0.16% | |
| SPTN | D | -0.16% | |
| CLW | B | -0.16% | |
| CSGS | F | -0.16% | |
| CORT | D | -0.16% | |
| PARR | F | -0.16% | |
| BFC | D | -0.16% | |
| ACHC | F | -0.15% | |
| KFRC | D | -0.15% | |
| HSTM | B | -0.15% | |
| CTBI | A | -0.15% | |
| BLKB | B | -0.14% | |
| SMP | C | -0.14% | |
| CWAN | D | -0.14% | |
| KNTK | B | -0.14% | |
| PBF | C | -0.14% | |
| CBZ | D | -0.14% | |
| SHEN | F | -0.14% | |
| KNSA | C | -0.13% | |
| OLLI | C | -0.13% | |
| USPH | C | -0.13% | |
| UVE | B | -0.13% | |
| ICFI | C | -0.13% | |
| VVX | B | -0.13% | |
| HUBG | C | -0.13% | |
| CNX | B | -0.12% | |
| GSBC | B | -0.12% | |
| IDT | A | -0.12% | |
| PECO | D | -0.12% | |
| YORW | C | -0.12% | |
| NRC | D | -0.12% | |
| CIEN | D | -0.12% | |
| EBF | D | -0.12% | |
| AMPH | F | -0.12% | |
| IRDM | C | -0.12% | |
| FMNB | D | -0.11% | |
| WT | A | -0.11% | |
| SMPL | B | -0.11% | |
| IMXI | D | -0.11% | |
| FRPH | A | -0.11% | |
| SKWD | B | -0.11% | |
| CASS | D | -0.11% | |
| KRYS | D | -0.11% | |
| LTC | A | -0.11% | |
| DX | C | -0.11% | |
| KNF | B | -0.11% | |
| HTLD | F | -0.11% | |
| FPI | B | -0.11% | |
| DCPH | A | -0.11% | |
| GTX | C | -0.11% | |
| SCHL | D | -0.1% | |
| CHH | D | -0.1% | |
| DJCO | C | -0.1% | |
| AMN | D | -0.1% | |
| ATEX | D | -0.1% | |
| CW | A | -0.1% | |
| THFF | B | -0.1% | |
| NPK | A | -0.1% | |
| DHIL | C | -0.1% | |
| ACLX | D | -0.1% | |
| PLXS | B | -0.09% | |
| INSM | D | -0.09% | |
| CCBG | D | -0.09% | |
| MLTX | D | -0.09% | |
| GPOR | C | -0.09% | |
| CRC | F | -0.09% | |
| HONE | B | -0.09% | |
| UFPT | A | -0.09% | |
| HALO | D | -0.09% | |
| TR | F | -0.08% | |
| USM | D | -0.08% | |
| SPFI | B | -0.08% | |
| JRVR | D | -0.08% | |
| QDEL | F | -0.08% | |
| RXO | D | -0.08% | |
| TIPT | D | -0.08% | |
| TBPH | C | -0.08% | |
| LYTS | B | -0.08% | |
| TARS | C | -0.08% | |
| ADMA | A | -0.08% | |
| CEIX | F | -0.07% | |
| UTZ | A | -0.07% | |
| VRDN | F | -0.07% | |
| DK | F | -0.07% | |
| VNOM | C | -0.07% | |
| SR | B | -0.07% | |
| BRBR | C | -0.07% | |
| SEB | C | -0.07% | |
| DORM | C | -0.07% | |
| MCS | F | -0.07% | |
| SENEA | B | -0.07% | |
| MODN | B | -0.07% | |
| BHE | A | -0.06% | |
| STEL | D | -0.06% | |
| DCI | B | -0.06% | |
| PX | F | -0.06% | |
| MYE | A | -0.06% | |
| SWX | A | -0.06% | |
| PCRX | F | -0.06% | |
| BMEA | F | -0.06% | |
| ITOS | C | -0.06% | |
| ZYME | D | -0.06% | |
| RMR | B | -0.06% | |
| ARKO | F | -0.06% | |
| BATRA | C | -0.06% | |
| TH | C | -0.05% | |
| NBTB | B | -0.05% | |
| ADEA | F | -0.05% | |
| ACEL | C | -0.05% | |
| ATNI | F | -0.05% | |
| KELYA | C | -0.05% | |
| UFCS | B | -0.05% | |
| IRON | F | -0.05% | |
| MITK | C | -0.05% | |
| DGICA | F | -0.05% | |
| NTGR | F | -0.05% | |
| CRUS | C | -0.05% | |
| CTS | A | -0.05% | |
| FOLD | F | -0.04% | |
| CCRN | F | -0.04% | |
| ASLE | F | -0.02% | |
| IRBT | D | -0.01% |
SAEF: Top Represented Industries & Keywords
Industries:
Leisure
Auto Parts
Communication Equipment
Diagnostics & Research
Diversified Industrials
Entertainment
Security & Protection Services
Tools & Accessories
Asset Management
Medical Distribution
Real Estate Services
Scientific & Technical Instruments
Advertising Agencies
Auto & Truck Dealerships
Banks - Regional - US
Biotechnology
Building Materials
Business Services
Capital Markets
Education & Training Services
Keywords:
S&P 500
Aerospace
Chemical
Insurance
Pharmaceutical
Access Control
Baking
Banking
Biotechnology
Cash Management
Cruise Ship
Electrical Engineering
Electromagnetism
Infection
Investment Management Services
Medicine
Network Infrastructure
Telecommunications
Access Control Systems
Air Conditioning Systems
SMMV: Top Represented Industries & Keywords
Industries:
Biotechnology
Insurance - Property & Casualty
Banks - Regional - US
Packaged Foods
Business Services
Medical Care
Telecom Services
Education & Training Services
Software - Application
Drug Manufacturers - Specialty & Generic
Packaging & Containers
Grocery Stores
Media - Diversified
Oil & Gas E&P
Oil & Gas Midstream
Trucking
Utilities - Regulated Electric
Utilities - Regulated Gas
Aerospace & Defense
Auto Parts
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