SAEF vs. USVM ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM)
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
USVM
VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
USVM Description
The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the MSCI USA Small Cap Select Value Momentum Blend Index. Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its assets in securities in the index. The index is designed to deliver exposure to equity securities of small-capitalization U.S. issuers within the MSCI USA Small Cap Index (the parent index) that have higher exposure to value and momentum factors while also maintaining moderate index turnover and lower realized volatility than traditional capitalization weighted indexes.Grade (RS Rating)
Last Trade
$91.12
Average Daily Volume
7,002
278
Performance
Period | SAEF | USVM |
---|---|---|
30 Days | 8.53% | 8.14% |
60 Days | 9.20% | 7.88% |
90 Days | 11.05% | 9.06% |
12 Months | 40.04% | 39.19% |
12 Overlapping Holdings
Symbol | Grade | Weight in SAEF | Weight in USVM | Overlap | |
---|---|---|---|---|---|
ADTN | A | 1.24% | 0.3% | 0.3% | |
ATGE | B | 1.15% | 0.31% | 0.31% | |
BCO | D | 4.21% | 0.38% | 0.38% | |
BIO | D | 1.28% | 0.37% | 0.37% | |
CRL | C | 1.78% | 0.31% | 0.31% | |
JLL | D | 2.28% | 0.35% | 0.35% | |
KFY | B | 0.97% | 0.43% | 0.43% | |
MHK | D | 1.22% | 0.24% | 0.24% | |
MSGE | F | 1.1% | 0.21% | 0.21% | |
PBH | A | 2.04% | 0.5% | 0.5% | |
PHIN | A | 0.28% | 0.34% | 0.28% | |
REZI | A | 2.14% | 0.33% | 0.33% |
SAEF Overweight 45 Positions Relative to USVM
Symbol | Grade | Weight | |
---|---|---|---|
OSW | A | 4.39% | |
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% | |
GS | A | 2.24% | |
NTRS | A | 2.09% | |
FICO | B | 2.08% | |
MAT | D | 1.81% | |
KMT | B | 1.8% | |
CBRE | B | 1.79% | |
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% | |
MSGS | A | 1.26% | |
ZBH | C | 1.25% | |
LH | C | 1.23% | |
IPG | D | 1.22% | |
SSD | D | 1.21% | |
ST | F | 1.21% | |
SNA | A | 1.19% | |
BRC | D | 1.16% | |
AFL | B | 1.13% | |
BWA | D | 1.09% | |
KMX | B | 0.98% | |
SJM | D | 0.94% | |
PGR | A | 0.92% | |
REYN | D | 0.91% | |
LESL | C | 0.86% | |
HCKT | B | 0.83% | |
PARA | C | 0.56% |
SAEF Underweight 266 Positions Relative to USVM
Symbol | Grade | Weight | |
---|---|---|---|
DTM | B | -0.8% | |
UNM | A | -0.78% | |
INGR | B | -0.69% | |
CACI | D | -0.69% | |
SF | B | -0.66% | |
CW | B | -0.66% | |
KBR | F | -0.62% | |
CTRE | D | -0.6% | |
CNX | A | -0.59% | |
GVA | A | -0.59% | |
ORI | A | -0.59% | |
EHC | B | -0.58% | |
TAP | C | -0.56% | |
NFG | A | -0.56% | |
SBRA | C | -0.56% | |
JEF | A | -0.56% | |
INVA | D | -0.56% | |
PINC | B | -0.54% | |
AXS | A | -0.54% | |
POST | C | -0.54% | |
AKR | B | -0.53% | |
TXRH | C | -0.53% | |
CALM | A | -0.52% | |
EXEL | B | -0.52% | |
ESAB | B | -0.52% | |
NHI | D | -0.51% | |
FFIV | B | -0.51% | |
TGNA | B | -0.51% | |
AWI | A | -0.51% | |
ENSG | D | -0.5% | |
EVR | B | -0.5% | |
AGO | B | -0.49% | |
GEF | A | -0.49% | |
ALSN | B | -0.49% | |
CSWI | A | -0.49% | |
GHC | C | -0.48% | |
CNO | A | -0.48% | |
SNDR | B | -0.48% | |
CLH | B | -0.47% | |
MLI | C | -0.47% | |
PIPR | B | -0.46% | |
GNW | A | -0.46% | |
GEO | B | -0.46% | |
MTG | C | -0.46% | |
SWX | B | -0.46% | |
LRN | A | -0.46% | |
R | B | -0.45% | |
SFM | A | -0.45% | |
SNX | C | -0.45% | |
ASB | B | -0.45% | |
AVT | C | -0.45% | |
ACIW | B | -0.45% | |
SKYW | B | -0.45% | |
ESNT | D | -0.45% | |
MATX | C | -0.45% | |
GWRE | A | -0.45% | |
GPOR | B | -0.44% | |
CMC | B | -0.44% | |
MUSA | A | -0.44% | |
H | B | -0.44% | |
GBX | A | -0.44% | |
PRIM | A | -0.43% | |
PLXS | B | -0.43% | |
COOP | B | -0.43% | |
ENVA | B | -0.42% | |
BPOP | B | -0.42% | |
PSN | D | -0.42% | |
GMS | B | -0.42% | |
VCTR | B | -0.42% | |
KEX | C | -0.42% | |
HNI | B | -0.42% | |
STC | B | -0.41% | |
CUZ | B | -0.41% | |
ARW | D | -0.41% | |
MOG.A | B | -0.41% | |
CXW | B | -0.41% | |
RDN | C | -0.41% | |
SEB | F | -0.41% | |
RUSHA | C | -0.4% | |
MCY | A | -0.4% | |
PR | B | -0.4% | |
ROAD | A | -0.4% | |
ITGR | B | -0.4% | |
DVA | B | -0.4% | |
VSTO | A | -0.4% | |
WT | B | -0.39% | |
OVV | B | -0.39% | |
WKC | D | -0.39% | |
RL | B | -0.39% | |
BTU | B | -0.39% | |
CHRD | D | -0.39% | |
MDU | D | -0.39% | |
GPI | A | -0.38% | |
FSS | B | -0.38% | |
AROC | B | -0.38% | |
MTSI | B | -0.37% | |
QTWO | A | -0.37% | |
ESRT | C | -0.37% | |
CNK | B | -0.37% | |
UHS | D | -0.36% | |
PATK | D | -0.36% | |
DY | D | -0.36% | |
SPB | C | -0.36% | |
PK | B | -0.36% | |
AL | B | -0.36% | |
ENOV | C | -0.36% | |
BHF | B | -0.36% | |
WTTR | B | -0.36% | |
UVV | B | -0.36% | |
TTMI | B | -0.36% | |
FYBR | D | -0.35% | |
LMAT | A | -0.35% | |
IVZ | B | -0.35% | |
JXN | C | -0.35% | |
NAVI | C | -0.35% | |
ADUS | D | -0.35% | |
NTRA | B | -0.35% | |
RDNT | B | -0.34% | |
TMHC | B | -0.34% | |
HRB | D | -0.34% | |
LNC | B | -0.34% | |
MOS | F | -0.33% | |
WGO | C | -0.33% | |
HIW | D | -0.33% | |
LPX | B | -0.33% | |
ABG | B | -0.33% | |
DEI | B | -0.33% | |
ALKT | B | -0.33% | |
KRC | C | -0.33% | |
AMWD | C | -0.33% | |
GIII | D | -0.32% | |
SEM | B | -0.32% | |
NXST | C | -0.32% | |
UGI | A | -0.32% | |
JBGS | D | -0.32% | |
CRS | A | -0.32% | |
UAA | C | -0.32% | |
ANDE | D | -0.32% | |
NMRK | B | -0.32% | |
STRL | B | -0.32% | |
CWEN | C | -0.32% | |
VIRT | B | -0.32% | |
PEB | D | -0.32% | |
ARI | C | -0.32% | |
CVLT | B | -0.32% | |
TPH | D | -0.31% | |
DDS | B | -0.31% | |
PRDO | B | -0.31% | |
AZZ | B | -0.31% | |
AN | C | -0.31% | |
LZB | B | -0.31% | |
IIPR | D | -0.31% | |
FIX | A | -0.31% | |
MAC | B | -0.31% | |
CORT | B | -0.3% | |
SLG | B | -0.3% | |
CIVI | D | -0.3% | |
SOLV | C | -0.3% | |
INSW | F | -0.3% | |
NTCT | C | -0.3% | |
IAC | D | -0.29% | |
COKE | C | -0.29% | |
SCS | C | -0.29% | |
BCC | B | -0.29% | |
SAH | A | -0.29% | |
HALO | F | -0.29% | |
VRNS | D | -0.29% | |
PRGO | B | -0.29% | |
VSH | D | -0.29% | |
NATL | B | -0.28% | |
LGND | B | -0.28% | |
BHE | B | -0.28% | |
KBH | D | -0.28% | |
PVH | C | -0.28% | |
SM | B | -0.28% | |
WING | D | -0.27% | |
VTLE | C | -0.27% | |
IESC | B | -0.27% | |
GT | C | -0.27% | |
AZTA | D | -0.27% | |
VERX | B | -0.27% | |
MEDP | D | -0.27% | |
GRBK | D | -0.27% | |
CUBI | C | -0.27% | |
DXC | B | -0.27% | |
PLUS | F | -0.26% | |
VYX | B | -0.26% | |
NSIT | F | -0.26% | |
POWL | C | -0.26% | |
AMRX | C | -0.26% | |
AEO | F | -0.26% | |
CNM | D | -0.26% | |
SANM | B | -0.26% | |
GKOS | B | -0.26% | |
CLF | F | -0.26% | |
LEVI | F | -0.25% | |
MTH | D | -0.25% | |
HCC | B | -0.25% | |
MHO | D | -0.25% | |
SLVM | B | -0.25% | |
COHR | B | -0.25% | |
HIMS | B | -0.25% | |
BFH | B | -0.24% | |
PBF | D | -0.24% | |
BOOT | D | -0.24% | |
CAL | D | -0.23% | |
LUMN | C | -0.23% | |
M | D | -0.23% | |
CRNX | C | -0.23% | |
CAR | C | -0.23% | |
CCS | D | -0.23% | |
BMBL | C | -0.23% | |
ADMA | B | -0.22% | |
JBLU | F | -0.22% | |
DKS | C | -0.22% | |
UCTT | D | -0.22% | |
TDS | B | -0.22% | |
LBPH | A | -0.22% | |
UFPT | B | -0.21% | |
REVG | B | -0.21% | |
MODG | F | -0.21% | |
GES | F | -0.21% | |
VIR | D | -0.2% | |
ELAN | D | -0.2% | |
FTRE | D | -0.2% | |
MOD | A | -0.2% | |
COLL | F | -0.2% | |
PI | D | -0.2% | |
BKD | D | -0.2% | |
USM | B | -0.2% | |
VITL | D | -0.19% | |
KSS | F | -0.19% | |
AMR | C | -0.19% | |
CRUS | D | -0.19% | |
CLSK | C | -0.19% | |
LPG | F | -0.19% | |
PLAB | C | -0.19% | |
GAP | C | -0.19% | |
VECO | F | -0.19% | |
HTZ | C | -0.18% | |
ANF | C | -0.18% | |
OGN | D | -0.18% | |
XRX | F | -0.18% | |
VSTS | C | -0.17% | |
FORM | D | -0.17% | |
AMKR | D | -0.17% | |
SOUN | C | -0.17% | |
SATS | D | -0.17% | |
ODP | F | -0.16% | |
ONTO | D | -0.16% | |
QRVO | F | -0.16% | |
RNA | D | -0.16% | |
OMI | F | -0.16% | |
AHCO | F | -0.15% | |
JANX | C | -0.15% | |
DFH | D | -0.15% | |
MPW | F | -0.14% | |
ZETA | D | -0.14% | |
HE | C | -0.13% | |
INSM | C | -0.13% | |
HOV | D | -0.13% | |
NPAB | B | -0.13% | |
VKTX | F | -0.12% | |
HUMA | F | -0.12% | |
DYN | F | -0.1% | |
MRVI | F | -0.08% |
SAEF: Top Represented Industries & Keywords
USVM: Top Represented Industries & Keywords