ETF PROAI

SAEFvsSPMD

Schwab Ariel ESG ETF against SPDR Portfolio S&P 400 Mid Cap ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
SAEF 87SPMD 115Oct 25Jul 26GROWTH OF $100
Head to head
SAEFSPMD
Expense ratio0.59%0.030%
Assets$24M$17.9B
Net flow, 1 month—+$207M
Net flow, 1 year—+$2.1B
Return, YTD-11.7%+11.0%
Return, 1 year-13.5%+11.9%
Avg daily volume—1.6M
Holdings63401
ListedNov 16, 2021Nov 8, 2005
Options marketNoYes

MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.