EWP vs. SAEF ETF Comparison
Comparison of iShares MSCI Spain Capped Index Fund (EWP) to Schwab Ariel ESG ETF (SAEF)
EWP
iShares MSCI Spain Capped Index Fund
EWP Description
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI Spain 25/50 Index. The fund will at all times invest at least 80% of its assets in the securities of its underlying index and in depositary receipts ("DRs") representing securities in its underlying index. The MSCI Spain 25/50 Index consists of stocks traded primarily on the Madrid Stock Exchange. A capping methodology is applied that limits the weight of any single component to a maximum of 25% of the MSCI Spain 25/50 Index. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$31.24
Average Daily Volume
300,243
5
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
$22.68
Average Daily Volume
2,142
58
Performance
| Period | EWP | SAEF |
|---|---|---|
| 30 Days | -2.41% | -6.61% |
| 60 Days | 5.93% | -4.70% |
| 90 Days | 4.90% | -0.44% |
| 12 Months | 14.56% | 9.08% |
0 Overlapping Holdings
| Symbol | Grade | Weight in EWP | Weight in SAEF | Overlap |
|---|
EWP Underweight 58 Positions Relative to SAEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| NCLH | F | -4.09% | |
| LIND | D | -3.83% | |
| OSW | B | -3.6% | |
| BCO | B | -3.15% | |
| KKR | C | -2.84% | |
| NVT | B | -2.38% | |
| ZBRA | A | -2.37% | |
| REZI | D | -2.28% | |
| CRL | C | -2.24% | |
| GS | A | -2.16% | |
| FICO | D | -2.04% | |
| NTRS | C | -2.01% | |
| GNRC | B | -2.0% | |
| MANU | B | -1.97% | |
| PBH | B | -1.97% | |
| GNTX | D | -1.94% | |
| FAF | D | -1.82% | |
| JLL | C | -1.81% | |
| LFUS | D | -1.8% | |
| KN | D | -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 | F | -1.57% | |
| DNB | F | -1.54% | |
| SNA | D | -1.54% | |
| AXTA | B | -1.5% | |
| ST | B | -1.44% | |
| LH | F | -1.43% | |
| IPG | F | -1.43% | |
| AFL | A | -1.38% | |
| ATGE | B | -1.37% | |
| MSI | B | -1.35% | |
| ADTN | F | -1.33% | |
| MIDD | D | -1.29% | |
| MSGS | B | -1.24% | |
| BWA | B | -1.22% | |
| PGR | A | -1.2% | |
| PDCO | F | -1.19% | |
| HCKT | D | -1.18% | |
| MAS | D | -1.17% | |
| KMX | F | -1.11% | |
| SRCL | F | -1.1% | |
| BRC | A | -1.0% | |
| MSGE | A | -0.96% | |
| REYN | B | -0.89% | |
| KFY | D | -0.86% | |
| BIO | F | -0.82% | |
| NVST | F | -0.78% | |
| MHK | C | -0.59% | |
| SJM | F | -0.52% | |
| PARA | B | -0.47% | |
| FTRE | C | -0.22% | |
| PHIN | A | -0.21% |
EWP: Top Represented Industries & Keywords
SAEF: Top Represented Industries & Keywords
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