RSHO vs. SAEF ETF Comparison

Comparison of Tema ETF Trust Tema American Reshoring ETF (RSHO) to Schwab Ariel ESG ETF (SAEF)
RSHO

Tema ETF Trust Tema American Reshoring ETF

RSHO Description

Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, common and preferred stocks of publicly listed companies domiciled in the United States that are directly or indirectly economically tied to the rebuilding, bringing back of overseas economic activity, and revitalization of the American (i.e., United States) industrial base ("reshoring companies"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$34.24

Average Daily Volume

40,849

Number of Holdings *

10

* may have additional holdings in another (foreign) market
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

$23.50

Average Daily Volume

1,468

Number of Holdings *

57

* may have additional holdings in another (foreign) market
Performance
Period RSHO SAEF
30 Days -3.90% -2.03%
60 Days -0.39% 2.28%
90 Days -4.50% -4.02%
12 Months 22.84% 10.56%
0 Overlapping Holdings
Symbol Grade Weight in RSHO Weight in SAEF Overlap
RSHO Overweight 10 Positions Relative to SAEF
Symbol Grade Weight
ETN D 5.59%
AIT C 5.28%
IR C 4.62%
LIN B 4.22%
PRIM B 4.15%
CRH D 4.13%
SPXC B 4.13%
VMC D 3.96%
CLH A 3.83%
FSS D 3.69%
RSHO Underweight 57 Positions Relative to SAEF
Symbol Grade Weight
NCLH B -3.76%
OSW B -3.59%
LIND B -3.29%
BCO A -3.15%
KKR B -3.09%
NVT C -2.89%
REZI D -2.58%
ZBRA C -2.48%
CRL F -2.45%
NTRS D -2.23%
GS B -2.23%
PBH C -2.22%
FICO A -2.08%
GNRC D -2.07%
GNTX D -2.05%
CBRE C -1.87%
FAF D -1.85%
MAT F -1.85%
JLL B -1.78%
MTB C -1.7%
ZBH D -1.66%
LFUS C -1.55%
KEYS D -1.53%
KN B -1.48%
MSI A -1.46%
AXTA C -1.45%
KMT D -1.45%
LESL F -1.42%
SSD D -1.4%
IPG F -1.36%
MIDD D -1.35%
ST D -1.35%
SNA D -1.32%
MSGE D -1.32%
MAS D -1.31%
LH C -1.3%
PGR C -1.28%
DNB F -1.26%
ADTN F -1.25%
KMX C -1.2%
MSGS C -1.2%
AFL A -1.18%
ATGE B -1.14%
BWA F -1.13%
SRCL B -1.12%
PDCO D -1.1%
HCKT D -1.02%
BRC B -0.97%
MANU D -0.95%
MHK D -0.92%
KFY B -0.91%
REYN B -0.9%
BIO D -0.84%
NVST F -0.66%
SJM F -0.49%
PARA F -0.36%
PHIN D -0.25%
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