VCAR vs. SAEF ETF Comparison

Comparison of Simplify Volt RoboCar Disruption and Tech ETF (VCAR) to Schwab Ariel ESG ETF (SAEF)

VCAR

Simplify Volt RoboCar Disruption and Tech ETF

VCAR Description

The Simplify Volt Robocar Disruption and Tech ETF is not just another thematic investment product. VCAR is designed to concentrate in those few disruptive companies poised to dominate autonomous driving and then enhance the concentrated exposures with options. With our partner Volt Equity our investment process begins with a first principles approach to identify those few companies poised to lead the disruption. We then deploy a sophisticated option overlay to create convexity in the portfolio to enhance the upside while improving drawdowns.

Grade (RS Rating)

Last Trade

$10.00

Average Daily Volume

2,861

Number of Holdings ^*

* may have additional holdings in another (foreign) market

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 ^*

* may have additional holdings in another (foreign) market

Performance

Period	VCAR	SAEF
30 Days	-2.97%	-2.62%
60 Days	-7.15%	-2.00%
90 Days	-0.18%	2.32%
12 Months	38.53%	14.41%

0 Overlapping Holdings

	Symbol	Grade	Weight in VCAR	Weight in SAEF	Overlap

VCAR Overweight 66 Positions Relative to SAEF

Symbol	Grade	Weight
NVDA	C	17.7%
AMD	D	15.02%
MSFT	C	7.51%
TSLA	D	5.74%
SQ	D	4.73%
ASML	D	4.61%
LMND	B	4.21%
AMZN	A	4.06%
GOOG	A	3.66%
AAPL	C	3.25%
META	D	2.5%
ADI	A	1.9%
INTC	F	1.46%
DIS	C	1.06%
NFLX	D	0.96%
MU	B	0.87%
LRCX	D	0.74%
COST	C	0.6%
KLAC	B	0.58%
SNPS	D	0.53%
CRWD	D	0.51%
AUR	B	0.49%
AMKR	C	0.46%
MRVL	D	0.43%
ADSK	D	0.41%
NXPI	A	0.41%
RIO	A	0.35%
BHP	F	0.34%
VALE	D	0.31%
GFS	D	0.31%
MCHP	A	0.29%
SQM	D	0.28%
ALB	D	0.24%
ARBE	F	0.23%
TXN	A	0.2%
PAYX	D	0.2%
VRSN	F	0.18%
ANSS	D	0.18%
HPQ	D	0.17%
RIVN	F	0.15%
VZ	D	0.13%
QCOM	A	0.12%
DE	B	0.12%
MCO	C	0.12%
PEP	B	0.12%
TSM	C	0.12%
KO	A	0.12%
CDNS	D	0.11%
NIO	D	0.11%
PG	A	0.11%
AXP	B	0.1%
AMGN	A	0.1%
CTSH	F	0.09%
SWKS	F	0.09%
C	A	0.09%
ADBE	D	0.08%
CSCO	F	0.08%
BK	A	0.08%
LCID	D	0.07%
INTU	C	0.07%
AMAT	C	0.06%
PYPL	B	0.05%
PANW	B	0.03%
FTNT	F	0.02%
TEAM	F	0.01%
DDOG	C	0.01%

VCAR Underweight 58 Positions Relative to SAEF

Symbol	Grade	Weight
NCLH	F	-4.09%
LIND	F	-3.83%
OSW	A	-3.6%
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%
PBH	D	-1.97%
GNTX	D	-1.94%
FAF	F	-1.82%
JLL	C	-1.81%
LFUS	C	-1.8%
KN	B	-1.72%
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%
ATGE	A	-1.37%
MSI	A	-1.35%
ADTN	F	-1.33%
MIDD	D	-1.29%
MSGS	B	-1.24%
BWA	B	-1.22%
PGR	B	-1.2%
PDCO	F	-1.19%
HCKT	D	-1.18%
MAS	D	-1.17%
KMX	F	-1.11%
SRCL	F	-1.1%
BRC	B	-1.0%
MSGE	A	-0.96%
REYN	D	-0.89%
KFY	D	-0.86%
BIO	D	-0.82%
NVST	F	-0.78%
MHK	D	-0.59%
SJM	F	-0.52%
PARA	C	-0.47%
FTRE	C	-0.22%
PHIN	A	-0.21%