SAEF vs. BCUS ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to Bancreek U.S. Large Cap ETF (BCUS)
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
$23.88
Average Daily Volume
1,861
57
BCUS
Bancreek U.S. Large Cap ETF
BCUS Description
The fund is an actively managed exchange-traded fund ("ETF") that invests in equity securities consisting primarily of common and preferred stock and securities convertible into common stock. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of U.S.-listed large capitalization companies.Grade (RS Rating)
Last Trade
$28.07
Average Daily Volume
7,533
10
Performance
| Period | SAEF | BCUS |
|---|---|---|
| 30 Days | 5.29% | 2.84% |
| 60 Days | -1.66% | -2.17% |
| 90 Days | 0.35% | 0.79% |
| 12 Months | 17.98% |
1 Overlapping Holdings
| Symbol | Grade | Weight in SAEF | Weight in BCUS | Overlap | |
|---|---|---|---|---|---|
| MSI | A | 1.46% | 4.05% | 1.46% |
SAEF Overweight 56 Positions Relative to BCUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| NCLH | F | 3.76% | |
| OSW | A | 3.59% | |
| LIND | F | 3.29% | |
| BCO | A | 3.15% | |
| KKR | B | 3.09% | |
| NVT | B | 2.89% | |
| REZI | C | 2.58% | |
| ZBRA | B | 2.48% | |
| CRL | D | 2.45% | |
| NTRS | B | 2.23% | |
| GS | A | 2.23% | |
| PBH | D | 2.22% | |
| FICO | C | 2.08% | |
| GNRC | B | 2.07% | |
| GNTX | D | 2.05% | |
| CBRE | D | 1.87% | |
| FAF | D | 1.85% | |
| MAT | D | 1.85% | |
| JLL | B | 1.78% | |
| MTB | A | 1.7% | |
| ZBH | D | 1.66% | |
| LFUS | B | 1.55% | |
| KEYS | D | 1.53% | |
| KN | B | 1.48% | |
| AXTA | A | 1.45% | |
| KMT | B | 1.45% | |
| LESL | F | 1.42% | |
| SSD | D | 1.4% | |
| IPG | D | 1.36% | |
| MIDD | F | 1.35% | |
| ST | B | 1.35% | |
| SNA | D | 1.32% | |
| MSGE | C | 1.32% | |
| MAS | D | 1.31% | |
| LH | D | 1.3% | |
| PGR | A | 1.28% | |
| DNB | B | 1.26% | |
| ADTN | D | 1.25% | |
| KMX | D | 1.2% | |
| MSGS | B | 1.2% | |
| AFL | A | 1.18% | |
| ATGE | A | 1.14% | |
| BWA | B | 1.13% | |
| SRCL | D | 1.12% | |
| PDCO | F | 1.1% | |
| HCKT | F | 1.02% | |
| BRC | B | 0.97% | |
| MANU | D | 0.95% | |
| MHK | C | 0.92% | |
| KFY | C | 0.91% | |
| REYN | A | 0.9% | |
| BIO | F | 0.84% | |
| NVST | F | 0.66% | |
| SJM | D | 0.49% | |
| PARA | C | 0.36% | |
| PHIN | A | 0.25% |
SAEF: Top Represented Industries & Keywords
BCUS: Top Represented Industries & Keywords
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