SAEF vs. BULD ETF Comparison

Comparison of Schwab Ariel ESG ETF (SAEF) to Pacer BlueStar Engineering the Future ETF (BULD)
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

$23.35

Average Daily Volume

2,115

Number of Holdings *

58

* may have additional holdings in another (foreign) market
BULD

Pacer BlueStar Engineering the Future ETF

BULD Description The index is a rules-based index that consists of globally-listed stocks and depositary receipts of companies that derive at least 50% of their revenues from Robotics and 3D Printing Companies, as determined by the index provider. The fund adviser will generally use a ?replication? strategy to achieve its investment objective, meaning it will invest in all of the component securities of the index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$22.02

Average Daily Volume

446

Number of Holdings *

25

* may have additional holdings in another (foreign) market
Performance
Period SAEF BULD
30 Days -2.62% -6.31%
60 Days -2.00% -8.54%
90 Days 2.32% -1.19%
12 Months 14.41% 14.58%
0 Overlapping Holdings
Symbol Grade Weight in SAEF Weight in BULD Overlap
SAEF Overweight 58 Positions Relative to BULD
Symbol Grade Weight
NCLH F 4.09%
LIND F 3.83%
OSW A 3.6%
BCO A 3.15%
KKR D 2.84%
NVT A 2.38%
ZBRA A 2.37%
REZI D 2.28%
CRL D 2.24%
GS A 2.16%
FICO D 2.04%
NTRS C 2.01%
GNRC B 2.0%
MANU C 1.97%
PBH D 1.97%
GNTX D 1.94%
FAF F 1.82%
JLL C 1.81%
LFUS C 1.8%
KN B 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 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 B 1.38%
ATGE A 1.37%
MSI A 1.35%
ADTN F 1.33%
MIDD D 1.29%
MSGS B 1.24%
BWA B 1.22%
PGR B 1.2%
PDCO F 1.19%
HCKT D 1.18%
MAS D 1.17%
KMX F 1.11%
SRCL F 1.1%
BRC B 1.0%
MSGE A 0.96%
REYN D 0.89%
KFY D 0.86%
BIO D 0.82%
NVST F 0.78%
MHK D 0.59%
SJM F 0.52%
PARA C 0.47%
FTRE C 0.22%
PHIN A 0.21%
SAEF Underweight 25 Positions Relative to BULD
Symbol Grade Weight
ASML D -9.63%
ADSK D -6.96%
AMAT C -6.14%
LRCX D -4.77%
ANSS D -4.04%
NNDM D -3.96%
PRLB F -3.83%
SSYS F -3.67%
KLAC B -3.62%
PTC D -2.94%
EMR D -2.66%
DDD F -2.49%
FARO F -2.37%
BSY B -2.26%
ROK F -1.23%
MTLS C -0.66%
LECO D -0.63%
TDY D -0.62%
TER A -0.6%
ALTR D -0.44%
ONTO A -0.43%
CGNX B -0.34%
ACLS D -0.18%
KLIC D -0.17%
AMBA F -0.14%
Compare ETFs