SAEF vs. CSD ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to Guggenheim Spin-Off ETF (CSD)
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
$22.78
Average Daily Volume
2,194
58
CSD
Guggenheim Spin-Off ETF
CSD Description
The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an equity index called the Beacon Spin-off Index. The fund invests at least 90% of its assets in common stock, ADRs and MLPs that comprise the index and depositary receipts representing common stocks included in the index. It generally will invest in all of the securities comprising the index in proportion to their weightings in the index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$68.31
Average Daily Volume
983
26
Performance
| Period | SAEF | CSD |
|---|---|---|
| 30 Days | -7.37% | -3.75% |
| 60 Days | -4.25% | -0.28% |
| 90 Days | 1.00% | 9.24% |
| 12 Months | 8.09% | 23.52% |
SAEF Overweight 55 Positions Relative to CSD
| Symbol | Grade | Weight | |
|---|---|---|---|
| NCLH | C | 4.09% | |
| LIND | D | 3.83% | |
| OSW | C | 3.6% | |
| BCO | A | 3.15% | |
| KKR | C | 2.84% | |
| NVT | B | 2.38% | |
| ZBRA | B | 2.37% | |
| REZI | D | 2.28% | |
| CRL | D | 2.24% | |
| GS | A | 2.16% | |
| FICO | D | 2.04% | |
| NTRS | C | 2.01% | |
| GNRC | A | 2.0% | |
| MANU | B | 1.97% | |
| PBH | B | 1.97% | |
| GNTX | C | 1.94% | |
| FAF | D | 1.82% | |
| JLL | C | 1.81% | |
| LFUS | D | 1.8% | |
| KN | D | 1.72% | |
| MTB | A | 1.68% | |
| CBRE | C | 1.67% | |
| MAT | D | 1.66% | |
| KEYS | C | 1.63% | |
| SSD | D | 1.61% | |
| ZBH | D | 1.6% | |
| LESL | F | 1.58% | |
| KMT | D | 1.57% | |
| DNB | F | 1.54% | |
| SNA | D | 1.54% | |
| AXTA | C | 1.5% | |
| ST | B | 1.44% | |
| LH | F | 1.43% | |
| IPG | F | 1.43% | |
| AFL | A | 1.38% | |
| ATGE | C | 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 | D | 1.11% | |
| SRCL | D | 1.1% | |
| BRC | A | 1.0% | |
| REYN | B | 0.89% | |
| KFY | D | 0.86% | |
| BIO | F | 0.82% | |
| NVST | F | 0.78% | |
| MHK | C | 0.59% | |
| SJM | D | 0.52% | |
| PARA | D | 0.47% |
SAEF Underweight 23 Positions Relative to CSD
| Symbol | Grade | Weight | |
|---|---|---|---|
| VLTO | A | -7.98% | |
| GEHC | D | -7.62% | |
| CEG | A | -7.4% | |
| SOLV | B | -5.71% | |
| UHAL | D | -4.62% | |
| DTM | A | -4.55% | |
| VNT | C | -4.54% | |
| GXO | F | -4.45% | |
| ESAB | A | -4.42% | |
| AIRC | A | -4.28% | |
| OGN | A | -3.75% | |
| KD | D | -3.68% | |
| KNF | A | -3.57% | |
| CNXC | F | -2.43% | |
| VSTS | D | -2.36% | |
| RXO | D | -2.18% | |
| NATL | C | -1.38% | |
| VSCO | D | -1.28% | |
| VMEO | D | -0.55% | |
| EMBC | F | -0.55% | |
| CCSI | F | -0.23% | |
| CARR | A | -0.0% | |
| OTIS | C | -0.0% |
SAEF: Top Represented Industries & Keywords
CSD: Top Represented Industries & Keywords
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