SAEF vs. BEEZ ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to Honeytree U.S. Equity ETF (BEEZ)
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
$23.83
Average Daily Volume
2,006
57
BEEZ
Honeytree U.S. Equity ETF
BEEZ Description
The fund is an actively managed exchange-traded fund ("ETF") sub-advised by Honeytree Investment Management Ltd. (the "Sub-Adviser"). The fund does not seek to replicate the performance of a specified index. The fund seeks to achieve its investment objective by investing at least 80% of the fund"s net assets, plus borrowings for investment purposes in a concentrated portfolio of large-cap and mid-cap U.S. listed equity stocks.Grade (RS Rating)
Last Trade
$29.63
Average Daily Volume
765
10
Performance
| Period | SAEF | BEEZ |
|---|---|---|
| 30 Days | 3.70% | 2.21% |
| 60 Days | -3.11% | -3.43% |
| 90 Days | 1.10% | -1.78% |
| 12 Months | 16.94% |
0 Overlapping Holdings
| Symbol | Grade | Weight in SAEF | Weight in BEEZ | Overlap |
|---|
SAEF Overweight 57 Positions Relative to BEEZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| NCLH | F | 3.76% | |
| OSW | B | 3.59% | |
| LIND | F | 3.29% | |
| BCO | B | 3.15% | |
| KKR | C | 3.09% | |
| NVT | A | 2.89% | |
| REZI | D | 2.58% | |
| ZBRA | A | 2.48% | |
| CRL | D | 2.45% | |
| NTRS | C | 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 | C | 1.78% | |
| MTB | A | 1.7% | |
| ZBH | D | 1.66% | |
| LFUS | B | 1.55% | |
| KEYS | D | 1.53% | |
| KN | B | 1.48% | |
| MSI | A | 1.46% | |
| AXTA | A | 1.45% | |
| KMT | C | 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 | B | 1.32% | |
| MAS | D | 1.31% | |
| LH | F | 1.3% | |
| PGR | A | 1.28% | |
| DNB | D | 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 | D | 1.1% | |
| HCKT | F | 1.02% | |
| BRC | B | 0.97% | |
| MANU | D | 0.95% | |
| MHK | D | 0.92% | |
| KFY | C | 0.91% | |
| REYN | C | 0.9% | |
| BIO | F | 0.84% | |
| NVST | F | 0.66% | |
| SJM | F | 0.49% | |
| PARA | C | 0.36% | |
| PHIN | A | 0.25% |
SAEF: Top Represented Industries & Keywords
BEEZ: Top Represented Industries & Keywords
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