SIMS vs. SAEF ETF Comparison
Comparison of SPDR S&P Kensho Intelligent Structures ETF (SIMS) to Schwab Ariel ESG ETF (SAEF)
SIMS
SPDR S&P Kensho Intelligent Structures ETF
SIMS Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Kensho Intelligent Infrastructure Index. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is comprised of U.S.-listed equity securities (including depositary receipts) of companies domiciled across developed and emerging markets worldwide which are included in the Intelligent Infrastructure sector as determined by a classification standard produced by the index provider. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$32.93
Average Daily Volume
4,671
43
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
$22.98
Average Daily Volume
2,241
58
Performance
| Period | SIMS | SAEF |
|---|---|---|
| 30 Days | -4.63% | -6.16% |
| 60 Days | -2.48% | -1.19% |
| 90 Days | 1.83% | 1.14% |
| 12 Months | 3.58% | 10.70% |
SIMS Overweight 40 Positions Relative to SAEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| AYI | C | 3.54% | |
| ITRI | A | 3.42% | |
| PSN | C | 3.29% | |
| XYL | A | 3.15% | |
| PNR | C | 3.15% | |
| JCI | A | 3.06% | |
| TTEK | A | 3.04% | |
| ALRM | C | 3.03% | |
| SLAB | D | 2.89% | |
| CARR | A | 2.71% | |
| BMI | A | 2.69% | |
| HON | C | 2.55% | |
| CNM | A | 2.51% | |
| DOOR | A | 2.46% | |
| AY | A | 2.33% | |
| QCOM | B | 2.15% | |
| EMR | C | 2.13% | |
| GTLS | B | 2.07% | |
| BLNK | F | 2.03% | |
| ERII | F | 2.0% | |
| AME | D | 1.94% | |
| MWA | A | 1.93% | |
| BP | A | 1.88% | |
| TEL | D | 1.84% | |
| BE | D | 1.82% | |
| CHPT | F | 1.81% | |
| ROP | D | 1.68% | |
| SHLS | F | 1.61% | |
| LOGI | D | 1.56% | |
| NVEE | D | 1.54% | |
| ON | D | 1.49% | |
| STM | D | 1.45% | |
| BIDU | D | 1.42% | |
| STEM | F | 1.34% | |
| ROKU | F | 0.96% | |
| CWCO | D | 0.94% | |
| MVIS | F | 0.57% | |
| REKR | F | 0.5% | |
| WBX | D | 0.25% | |
| LUNA | F | 0.12% |
SIMS Underweight 55 Positions Relative to SAEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| NCLH | B | -4.09% | |
| LIND | F | -3.83% | |
| OSW | C | -3.6% | |
| BCO | A | -3.15% | |
| KKR | C | -2.84% | |
| NVT | A | -2.38% | |
| ZBRA | B | -2.37% | |
| CRL | D | -2.24% | |
| GS | A | -2.16% | |
| FICO | D | -2.04% | |
| NTRS | B | -2.01% | |
| MANU | B | -1.97% | |
| PBH | C | -1.97% | |
| GNTX | C | -1.94% | |
| FAF | D | -1.82% | |
| JLL | C | -1.81% | |
| LFUS | D | -1.8% | |
| KN | B | -1.72% | |
| MTB | A | -1.68% | |
| CBRE | C | -1.67% | |
| MAT | F | -1.66% | |
| KEYS | C | -1.63% | |
| SSD | D | -1.61% | |
| ZBH | F | -1.6% | |
| LESL | F | -1.58% | |
| KMT | F | -1.57% | |
| DNB | D | -1.54% | |
| SNA | D | -1.54% | |
| AXTA | D | -1.5% | |
| ST | D | -1.44% | |
| LH | F | -1.43% | |
| IPG | C | -1.43% | |
| AFL | B | -1.38% | |
| ATGE | B | -1.37% | |
| MSI | A | -1.35% | |
| MIDD | D | -1.29% | |
| MSGS | B | -1.24% | |
| BWA | B | -1.22% | |
| PGR | B | -1.2% | |
| PDCO | D | -1.19% | |
| HCKT | D | -1.18% | |
| MAS | D | -1.17% | |
| KMX | D | -1.11% | |
| SRCL | F | -1.1% | |
| BRC | A | -1.0% | |
| MSGE | A | -0.96% | |
| REYN | C | -0.89% | |
| KFY | D | -0.86% | |
| BIO | F | -0.82% | |
| NVST | D | -0.78% | |
| MHK | C | -0.59% | |
| SJM | F | -0.52% | |
| PARA | B | -0.47% | |
| FTRE | D | -0.22% | |
| PHIN | A | -0.21% |
SIMS: Top Represented Industries & Keywords
SAEF: Top Represented Industries & Keywords
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