SAEF vs. XSVM ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to Invesco S&P SmallCap Value with Momentum ETF (XSVM)
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
$23.50
Average Daily Volume
1,467
57
XSVM
Invesco S&P SmallCap Value with Momentum ETF
XSVM Description
The investment seeks to track the investment results (before fees and expenses) of the S&P SmallCap 600 High Momentum Value Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed to track the performance of approximately 120 stocks in the S&P SmallCap 600® that have the highest “value” and “momentum” scores.Grade (RS Rating)
Last Trade
$51.79
Average Daily Volume
58,975
111
Performance
| Period | SAEF | XSVM |
|---|---|---|
| 30 Days | -2.03% | -4.92% |
| 60 Days | 2.28% | -5.59% |
| 90 Days | -4.02% | -8.32% |
| 12 Months | 10.56% | 17.15% |
0 Overlapping Holdings
| Symbol | Grade | Weight in SAEF | Weight in XSVM | Overlap |
|---|
SAEF Overweight 57 Positions Relative to XSVM
| Symbol | Grade | Weight | |
|---|---|---|---|
| NCLH | B | 3.76% | |
| OSW | B | 3.59% | |
| LIND | B | 3.29% | |
| BCO | A | 3.15% | |
| KKR | B | 3.09% | |
| NVT | C | 2.89% | |
| REZI | D | 2.58% | |
| ZBRA | C | 2.48% | |
| CRL | F | 2.45% | |
| NTRS | D | 2.23% | |
| GS | B | 2.23% | |
| PBH | C | 2.22% | |
| FICO | A | 2.08% | |
| GNRC | D | 2.07% | |
| GNTX | D | 2.05% | |
| CBRE | C | 1.87% | |
| FAF | D | 1.85% | |
| MAT | F | 1.85% | |
| JLL | B | 1.78% | |
| MTB | C | 1.7% | |
| ZBH | D | 1.66% | |
| LFUS | C | 1.55% | |
| KEYS | D | 1.53% | |
| KN | B | 1.48% | |
| MSI | A | 1.46% | |
| AXTA | C | 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 | F | 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 | D | 0.95% | |
| MHK | D | 0.92% | |
| KFY | B | 0.91% | |
| REYN | B | 0.9% | |
| BIO | D | 0.84% | |
| NVST | F | 0.66% | |
| SJM | F | 0.49% | |
| PARA | F | 0.36% | |
| PHIN | D | 0.25% |
SAEF Underweight 111 Positions Relative to XSVM
| Symbol | Grade | Weight | |
|---|---|---|---|
| JXN | B | -1.85% | |
| BHE | C | -1.79% | |
| CLW | B | -1.73% | |
| SCSC | D | -1.58% | |
| KELYA | C | -1.5% | |
| DXPE | D | -1.49% | |
| FDP | D | -1.39% | |
| SNEX | C | -1.39% | |
| SLCA | B | -1.34% | |
| GNW | D | -1.33% | |
| GPI | C | -1.32% | |
| GBX | D | -1.31% | |
| SANM | B | -1.29% | |
| EZPW | D | -1.29% | |
| KSS | C | -1.26% | |
| XRX | F | -1.22% | |
| ABG | C | -1.21% | |
| SCVL | B | -1.17% | |
| TDS | C | -1.12% | |
| DNOW | C | -1.11% | |
| GEO | C | -1.11% | |
| NVRI | C | -1.08% | |
| ANDE | D | -1.07% | |
| TPH | D | -1.06% | |
| SAH | C | -1.05% | |
| HIBB | A | -1.03% | |
| ENVA | C | -1.03% | |
| SPNT | D | -1.03% | |
| ABM | B | -1.02% | |
| SKYW | B | -1.01% | |
| AXL | D | -1.01% | |
| CAL | D | -1.0% | |
| AMBC | F | -0.99% | |
| CALM | B | -0.95% | |
| MHO | C | -0.94% | |
| SM | C | -0.94% | |
| DLX | B | -0.93% | |
| SLVM | B | -0.91% | |
| WIRE | B | -0.91% | |
| LBRT | D | -0.9% | |
| ODP | F | -0.9% | |
| COOP | C | -0.9% | |
| MTH | D | -0.88% | |
| CCS | D | -0.88% | |
| GMS | D | -0.87% | |
| STC | D | -0.87% | |
| PARR | F | -0.86% | |
| PUMP | F | -0.86% | |
| AGO | C | -0.86% | |
| RDN | B | -0.86% | |
| SXC | D | -0.85% | |
| PRG | B | -0.85% | |
| PATK | C | -0.84% | |
| OI | F | -0.83% | |
| CVI | F | -0.83% | |
| HI | D | -0.83% | |
| AX | C | -0.81% | |
| ZEUS | F | -0.81% | |
| WNC | D | -0.8% | |
| RC | D | -0.77% | |
| BCC | D | -0.76% | |
| NAVI | F | -0.76% | |
| EIG | C | -0.74% | |
| HUBG | B | -0.74% | |
| ABR | B | -0.74% | |
| MATX | A | -0.73% | |
| APOG | D | -0.73% | |
| URBN | B | -0.72% | |
| HLX | C | -0.72% | |
| CENTA | D | -0.72% | |
| PSMT | C | -0.72% | |
| ALGT | F | -0.72% | |
| PRDO | D | -0.7% | |
| PLAB | F | -0.69% | |
| NMIH | B | -0.69% | |
| GES | F | -0.69% | |
| AMWD | F | -0.69% | |
| ASTE | F | -0.68% | |
| MOV | D | -0.67% | |
| OMI | F | -0.66% | |
| UVV | D | -0.65% | |
| HCC | D | -0.65% | |
| ETD | D | -0.64% | |
| CUBI | C | -0.64% | |
| PMT | D | -0.64% | |
| NOG | C | -0.63% | |
| KOP | F | -0.63% | |
| SIG | D | -0.63% | |
| TALO | D | -0.62% | |
| LZB | B | -0.6% | |
| EFC | B | -0.6% | |
| ASO | F | -0.6% | |
| WGO | F | -0.59% | |
| AMR | F | -0.59% | |
| MLKN | D | -0.59% | |
| HTH | D | -0.59% | |
| CRC | C | -0.58% | |
| CNXN | D | -0.58% | |
| HVT | F | -0.57% | |
| ARI | D | -0.56% | |
| FCF | D | -0.56% | |
| CEIX | B | -0.56% | |
| SCHL | D | -0.55% | |
| MCS | C | -0.52% | |
| GIII | D | -0.52% | |
| CXW | D | -0.51% | |
| SMP | F | -0.51% | |
| BLMN | F | -0.48% | |
| TWI | F | -0.45% | |
| SVC | F | -0.44% | |
| OSUR | F | -0.35% |
SAEF: Top Represented Industries & Keywords
XSVM: Top Represented Industries & Keywords
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