SAEF vs VDIG

Comparison between SCHWAB ARIEL ESG ETF (SAEF, ETF) and VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF ETF SHARES (VDIG, ETF).

SAEF vs VDIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SAEF(ETF)	VDIG(ETF)
Net Assets	$25M	$25M
Expense Ratio	0.59%	0.40%
Max Drawdown	28.37%	11.20%
Sharpe Ratio	1.03	0.49
5Y Beta	1.03	0.70
P/E Ratio	29.98	26.10
Forward P/E	15.82	22.17
PEG Ratio	N/A	0.84
5Y EPS CAGR	8.43%	15.55%
Debt to Equity	103.91%	-23.05%
P/S Ratio	1.56	3.56
P/B Ratio	2.72	6.13

Net Assets

SAEF

$25M

VDIG

$25M

Expense Ratio

SAEF

0.59%

Winner

VDIG

0.40%

Max Drawdown

SAEF

28.37%

Winner

VDIG

11.20%

Sharpe Ratio

Winner

SAEF

1.03

VDIG

0.49

5Y Beta

SAEF

1.03

Winner

VDIG

0.70

P/E Ratio

SAEF

29.98

Winner

VDIG

26.10

Forward P/E

Winner

SAEF

15.82

VDIG

22.17

PEG Ratio

SAEF

N/A

VDIG

0.84

5Y EPS CAGR

SAEF

8.43%

Winner

VDIG

15.55%

Debt to Equity

SAEF

103.91%

Winner

VDIG

-23.05%

P/S Ratio

Winner

SAEF

1.56

VDIG

3.56

P/B Ratio

Winner

SAEF

2.72

VDIG

6.13

SAEF vs VDIG - Holdings Comparison

SAEF and VDIG have 1 common holdings. Overlap is 0.00%

SAEF's top 25 holdings weight is 64.40%. VDIG's top 25 holdings weight is 85.71%.

Rank	SAEF	VDIG
#1	ONESPAWORLD HOLDINGS LTD (OSW) - 5.60%	BROADCOM INC (AVGO) - 5.67%
#2	THE BRINK'S CO (BCO) - 3.93%	MICROSOFT CORP (MSFT) - 5.12%
#3	LINDBLAD EXPEDITIONS HOLDINGS INC (LIND) - 3.55%	ELI LILLY AND CO (LLY) - 4.78%
#4	NORWEGIAN CRUISE LINE HOLDINGS LTD (NCLH) - 3.40%	MASTERCARD INC CLASS A (MA) - 4.36%
#5	JONES LANG LASALLE INC (JLL) - 3.26%	LINDE PLC (LIN) - 4.32%
#6	SPHERE ENTERTAINMENT CO ORDINARY SHARES CLASS A (SPHR) - 3.18%	NORTHROP GRUMMAN CORP (NOC) - 4.10%
#7	GENERAC HOLDINGS INC (GNRC) - 2.84%	HONEYWELL INTERNATIONAL INC (HON) - 4.06%
#8	KEYSIGHT TECHNOLOGIES INC (KEYS) - 2.83%	TEXAS INSTRUMENTS INC (TXN) - 3.66%
#9	NORTHERN TRUST CORP (NTRS) - 2.80%	TJX COMPANIES INC (TJX) - 3.60%
#10	NVENT ELECTRIC PLC (NVT) - 2.73%	THE HOME DEPOT INC (HD) - 3.30%
#11	FIRST AMERICAN FINANCIAL CORP (FAF) - 2.64%	VISA INC CLASS A (V) - 3.26%
#12	RESIDEO TECHNOLOGIES INC (REZI) - 2.59%	WELLS FARGO & CO (WFC) - 3.26%
#13	PRESTIGE CONSUMER HEALTHCARE INC (PBH) - 2.28%	CHUBB LTD (CB) - 3.24%
#14	COVISTA INC (CVSA) - 2.20%	PROCTER & GAMBLE CO (PG) - 3.19%
#15	KNOWLES CORP (KN) - 2.10%	S&P GLOBAL INC (SPGI) - 3.16%
#16	ROYAL CARIBBEAN GROUP (RCL) - 2.08%	STRYKER CORP (SYK) - 3.12%
#17	LITTELFUSE INC (LFUS) - 1.94%	APPLE INC (AAPL) - 3.08%
#18	CHARLES RIVER LABORATORIES INTERNATIONAL INC (CRL) - 1.90%	DANAHER CORP (DHR) - 3.05%
#19	MADISON SQUARE GARDEN SPORTS CORP CLASS A (MSGS) - 1.87%	COCA-COLA CO (KO) - 2.80%
#20	MADISON SQUARE GARDEN ENTERTAINMENT CORP (MSGE) - 1.85%	MARSH (MRSH) - 2.68%
#21	WEX INC (WEX) - 1.83%	BLACKROCK INC (BLK) - 2.58%
#22	THE MIDDLEBY CORP (MIDD) - 1.82%	NIKE INC CLASS B (NKE) - 2.45%
#23	FISERV INC (FISV) - 1.78%	AMERICAN EXPRESS CO (AXP) - 2.39%
#24	ENVISTA HOLDINGS CORP ORDINARY SHARES (NVST) - 1.77%	MCDONALD'S CORP (MCD) - 2.27%
#25	THE CARLYLE GROUP INC (CG) - 1.63%	ALPHABET INC CLASS A (GOOGL) - 2.21%
Total Holdings	59	36

SAEF vs VDIG - Historical Returns

Returns include dividend reinvestment.

Period	SAEF	VDIG
1 month	+4.82%	+2.94%
3 months	+13.17%	+6.62%
6 months	+11.62%	+0.93%
1 year	+24.52%	N/A
5 years(CAGR)	+5.10%	N/A
Max(CAGR)	+5.10%	+8.94%

Winner

SAEF

+4.82%

VDIG

+2.94%

Winner

SAEF

+13.17%

VDIG

+6.62%

Winner

SAEF

+11.62%

VDIG

+0.93%

SAEF

+24.52%

VDIG

N/A

5Y(CAGR)

SAEF

+5.10%

VDIG

N/A

Max(CAGR)

SAEF

+5.10%

Winner

VDIG

+8.94%

SAEF vs VDIG - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	SAEF	VDIG
2026	+11.78%	+1.57%
2025	+2.73%	+3.68%
2024	+16.80%	N/A
2023	+17.29%	N/A
2022	-18.64%	N/A
2021	-2.35%	N/A

SAEF vs VDIG Drawdown Comparison

The maximum drawdown for SAEF was -28.05%, occurring on Sep 30, 2022. Recovery took 665 trading sessions.

The maximum drawdown for VDIG was -11.20%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current VDIG drawdown is -0.86%.

Rank	SAEF	VDIG
#1	-28.05% Nov 16, 2021 - Jul 12, 2024	-11.20% Jan 9, 2026 - Mar 27, 2026
#2	-27.40% Nov 25, 2024 - Jan 15, 2026	-1.36% Dec 24, 2025 - Jan 6, 2026
#3	-12.63% Feb 26, 2026 - Jun 11, 2026	-1.35% Nov 28, 2025 - Dec 11, 2025
#4	-8.01% Jul 31, 2024 - Aug 23, 2024	-1.16% Dec 11, 2025 - Dec 24, 2025
#5	-4.56% Aug 30, 2024 - Sep 19, 2024	-0.62% Nov 19, 2025 - Nov 21, 2025
#6	-3.80% Nov 11, 2024 - Nov 25, 2024	-0.49% Jan 6, 2026 - Jan 8, 2026
#7	-3.48% Feb 10, 2026 - Feb 26, 2026	N/A
#8	-2.92% Jul 16, 2024 - Jul 31, 2024	N/A
#9	-2.77% Jan 15, 2026 - Feb 6, 2026	N/A
#10	-2.65% Oct 17, 2024 - Nov 5, 2024	N/A
#11	-2.63% Sep 19, 2024 - Oct 11, 2024	N/A
#12	-0.49% Nov 6, 2024 - Nov 8, 2024	N/A
#13	-0.30% Aug 27, 2024 - Aug 30, 2024	N/A