ETEC vs. SAEF ETF Comparison
Comparison of iShares Breakthrough Environmental Solutions ETF (ETEC) to Schwab Ariel ESG ETF (SAEF)
ETEC
iShares Breakthrough Environmental Solutions ETF
ETEC Description
ETEC provides exposure to global equities categorized as emerging green technology. Selection begins with the initial index universe that then excludes companies involved in controversial issues against UNGC principles. Stocks are reviewed to meet revenue derived from eight sustainable themes: energy efficiency, green buildings and transportation, pollution prevention and reduction, renewable energy, resource efficiency technologies and services, water, and sustainable agriculture, food, and forestry. The fund excludes companies with total sustainable product revenue less than 25%. The remaining stocks are screened further to only include companies classified as green technologies. Stocks are scored within the Rogers innovation adoption curve to determine their position across the innovators-laggards spectrum, which contributes to an aggregate score. The top 50 companies with the highest aggregate scores are selected. The market cap-weighted index is reconstituted annually in December and rebalanced quarterly.
Grade (RS Rating)
Last Trade
$22.32
Average Daily Volume
360
13
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
$23.60
Average Daily Volume
2,083
58
Performance
| Period | ETEC | SAEF |
|---|---|---|
| 30 Days | 5.88% | -1.19% |
| 60 Days | 1.00% | -1.29% |
| 90 Days | 10.77% | 4.03% |
| 12 Months | -6.59% | 13.58% |
1 Overlapping Holdings
| Symbol | Grade | Weight in ETEC | Weight in SAEF | Overlap | |
|---|---|---|---|---|---|
| BWA | B | 6.6% | 1.22% | 1.22% |
ETEC Underweight 57 Positions Relative to SAEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| NCLH | F | -4.09% | |
| LIND | F | -3.83% | |
| OSW | B | -3.6% | |
| BCO | B | -3.15% | |
| KKR | C | -2.84% | |
| NVT | B | -2.38% | |
| ZBRA | B | -2.37% | |
| REZI | D | -2.28% | |
| CRL | D | -2.24% | |
| GS | A | -2.16% | |
| FICO | C | -2.04% | |
| NTRS | C | -2.01% | |
| GNRC | B | -2.0% | |
| MANU | D | -1.97% | |
| PBH | D | -1.97% | |
| GNTX | D | -1.94% | |
| FAF | D | -1.82% | |
| JLL | C | -1.81% | |
| LFUS | B | -1.8% | |
| KN | B | -1.72% | |
| MTB | A | -1.68% | |
| CBRE | D | -1.67% | |
| MAT | D | -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 | A | -1.38% | |
| ATGE | A | -1.37% | |
| MSI | A | -1.35% | |
| ADTN | F | -1.33% | |
| MIDD | D | -1.29% | |
| MSGS | B | -1.24% | |
| PGR | A | -1.2% | |
| PDCO | D | -1.19% | |
| HCKT | D | -1.18% | |
| MAS | D | -1.17% | |
| KMX | D | -1.11% | |
| SRCL | D | -1.1% | |
| BRC | B | -1.0% | |
| MSGE | B | -0.96% | |
| REYN | D | -0.89% | |
| KFY | C | -0.86% | |
| BIO | F | -0.82% | |
| NVST | F | -0.78% | |
| MHK | D | -0.59% | |
| SJM | F | -0.52% | |
| PARA | B | -0.47% | |
| FTRE | D | -0.22% | |
| PHIN | A | -0.21% |
ETEC: Top Represented Industries & Keywords
SAEF: Top Represented Industries & Keywords
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