SAEFvsAFMCETF Comparison
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Schwab Ariel ESG ETF (SAEF) and First Trust Active Factor Mid Cap ETF (AFMC) belong to the same industry segment: US Multi-Factor. SAEF's top 3 sector exposures are Industrials, Consumer Discretionary and Information Technology. In contrast, AFMC's top sector exposures are Industrials, Information Technology and Financials. SAEF is less expensive with a Total Expense Ratio (TER) of 0.59%, versus 0.68% for AFMC. SAEF is up 12.99% year-to-date (YTD) with -$2M in YTD flows. AFMC performs better with 17.82% YTD performance, and +$52M in YTD flows. Run a side-by-side ETF comparison of SAEF and AFMC below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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SAEF vs AFMC performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 06/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SAEF AFMC | +7.20%+5.80% | +13.08%+14.28% | +12.99%+17.82% | +25.69%+30.08% | +43.68%+71.31% | n/a+67.48% |
| Flows | SAEF AFMC | -+$8M | -$149K+$17M | -$2M+$52M | -$2M+$77M | +$2M+$134M | -+$137M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SAEF AFMC | +21.02%+17.08% | +19.00%+15.18% | +19.95%+17.60% | n/a+19.42% |
| Max drawdown | SAEF AFMC | -5.97%-3.94% | -12.83%-8.15% | -27.28%-21.83% | n/a-25.69% |
| Max drawdown duration | SAEF AFMC | 28d19d | 119d47d | 415d289d | n/a752d |
Trading data
SAEF | AFMC | |
Last sale 6/17/2026 at 1:30 PM | $30.61 | $40.06 |
| Previous close 06/16/2026 | $31.05 | $40.57 |
| Consolidated volume 06/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 6/17/2026 at 1:30 PM
Live
Closed
SAEF | AFMC | |
|---|---|---|
| Last price | $30.61 | $40.06 |
| 1D performance | -1.39% | -1.26% |
| AuM | $25.75 M | $170.05 M |
| E/R | 0.59% | 0.68% |
Characteristics
SAEF | AFMC | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Schwab ETFs | First Trust |
| Benchmark | - | - |
| N° of holdings | 66 | 261 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 16, 2021 | December 3, 2019 |
| ESG | Yes | No |
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Exposure
Countries
SAEF
USA
83.32%
Other
16.68%
AFMC
USA
92.88%
Other
7.12%
Sectors
SAEF
Industrials
22.71%
Consumer Discreti.
20.46%
Information Techn.
15.47%
Financials
13.74%
Communication Ser.
7.73%
Health Care
7.7%
Other
12.2%
AFMC
Industrials
22.38%
Information Techn.
18.02%
Financials
13.76%
Consumer Discreti.
11.4%
Health Care
8.79%
Other
25.65%
Diversification
SAEF
Total weight of top 15 holdings out of 15
48.54%
AFMC
Total weight of top 15 holdings out of 15
16.86%
Top 15 holdings
Data as of April 30, 2026
SAEF
ONESPAWORLD HOLDINGS LTD
5.77%
BRINK'S
4.03%
JONES LANG LASALLE
3.68%
KEYSIGHT TECHNOLOGIES
3.53%
MADISON SQUARE GARDEN ENTERTAINMENT CORP
3.39%
NORWEGIAN CRUISE LINE HOLDINGS LTD (ORDINARY) - CONSOLIDATED ISSUE LISTED
3.37%
NORTHERN TRUST
3.23%
NVENT ELECTRIC PLC
3.18%
GENERAC HOLDINGS
3.15%
RESIDEO TECHNOLOGIES
3.09%
FIRST AMERICAN FINANCIAL
3.03%
KNOWLES CORP
2.60%
LITTELFUSE
2.21%
ROYAL CARIBBEAN GROUP
2.17%
ADTALEM GLOBAL EDUCATION
2.12%
AFMC
TECHNIPFMC PLC
1.53%
CASEYS GENERAL STORES
1.49%
MUELLER INDUSTRIES
1.42%
FLEX LTD
1.27%
BORGWARNER
1.20%
COMFORT SYSTEMS USA
1.08%
FEDERATED HERMES
1.06%
EXELIXIS
1.04%
RENAISSANCERE
1.03%
CURTISS WRIGHT
1.03%
JABIL CIRCUIT
0.98%
CIENA
0.96%
AFFILIATED MANAGERS GROUP
0.94%
WOODWARD
0.93%
TD SYNNEX
0.90%
Frequently asked questions about SAEF and AFMC
How have the SAEF and AFMC ETFs performed in 2026?
As of June 16, 2026, SAEF is up 12.99% year-to-date (YTD), while AFMC has returned 17.82%. That puts AFMC better performer ahead so far this year.
Which ETF is attracting more investor money: SAEF or AFMC?
Year-to-date, the SAEF ETF saw -$2M in flows, compared to +$52M for AFMC.
Which ETF is more volatile: SAEF or AFMC?
Over the past year, SAEF had a volatility of 19%, while AFMC experienced 15.18%.
Which ETF is bigger: SAEF or AFMC?
As of June 16, 2026, SAEF holds $25.75 M in assets under management (AUM), while AFMC manages $170.05 M.
What sectors do the SAEF and AFMC ETFs invest in?
SAEF leans toward sectors like Industrials, Consumer Discretionary and Information Technology. Meanwhile, AFMC focuses on Industrials, Information Technology and Financials.
What are the top holdings of the SAEF ETF and AFMC ETF?
SAEF top holdings include ONESPAWORLD HOLDINGS LTD, BRINK'S and JONES LANG LASALLE. AFMC holds in its top three: TECHNIPFMC PLC, CASEYS GENERAL STORES and MUELLER INDUSTRIES.
Which ETF is more diversified: SAEF or AFMC?
SAEF holds 70 securities with 48.54% of its assets in the top 15. AFMC has 267 securities and a top 15 weight of 16.86%.
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