SAEF vs. KBE ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to SPDR S&P Bank ETF (KBE)
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
$22.98
Average Daily Volume
2,241
58
KBE
SPDR S&P Bank ETF
KBE Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded national money centers and leading regional banks. In seeking to track the performance of the S&P Banks Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the banks industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$45.33
Average Daily Volume
2,453,458
91
Performance
| Period | SAEF | KBE |
|---|---|---|
| 30 Days | -6.16% | -3.24% |
| 60 Days | -1.19% | 4.43% |
| 90 Days | 1.14% | -1.11% |
| 12 Months | 10.70% | 29.52% |
SAEF Overweight 56 Positions Relative to KBE
| Symbol | Grade | Weight | |
|---|---|---|---|
| NCLH | B | 4.09% | |
| LIND | F | 3.83% | |
| OSW | C | 3.6% | |
| BCO | A | 3.15% | |
| KKR | C | 2.84% | |
| NVT | A | 2.38% | |
| ZBRA | B | 2.37% | |
| REZI | C | 2.28% | |
| CRL | D | 2.24% | |
| GS | A | 2.16% | |
| FICO | D | 2.04% | |
| GNRC | A | 2.0% | |
| MANU | B | 1.97% | |
| PBH | C | 1.97% | |
| GNTX | C | 1.94% | |
| FAF | D | 1.82% | |
| JLL | C | 1.81% | |
| LFUS | D | 1.8% | |
| KN | B | 1.72% | |
| CBRE | C | 1.67% | |
| MAT | F | 1.66% | |
| KEYS | C | 1.63% | |
| SSD | D | 1.61% | |
| ZBH | F | 1.6% | |
| LESL | F | 1.58% | |
| KMT | F | 1.57% | |
| DNB | D | 1.54% | |
| SNA | D | 1.54% | |
| AXTA | D | 1.5% | |
| ST | D | 1.44% | |
| LH | F | 1.43% | |
| IPG | C | 1.43% | |
| AFL | B | 1.38% | |
| ATGE | B | 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 | D | 1.19% | |
| HCKT | D | 1.18% | |
| MAS | D | 1.17% | |
| KMX | D | 1.11% | |
| SRCL | F | 1.1% | |
| BRC | A | 1.0% | |
| MSGE | A | 0.96% | |
| REYN | C | 0.89% | |
| KFY | D | 0.86% | |
| BIO | F | 0.82% | |
| NVST | D | 0.78% | |
| MHK | C | 0.59% | |
| SJM | F | 0.52% | |
| PARA | B | 0.47% | |
| FTRE | D | 0.22% | |
| PHIN | A | 0.21% |
SAEF Underweight 89 Positions Relative to KBE
| Symbol | Grade | Weight | |
|---|---|---|---|
| CRBG | B | -1.65% | |
| JXN | A | -1.63% | |
| EQH | A | -1.59% | |
| RDN | C | -1.5% | |
| WFC | A | -1.49% | |
| C | A | -1.49% | |
| APO | B | -1.49% | |
| CFR | B | -1.49% | |
| FCNCA | A | -1.48% | |
| MTG | B | -1.48% | |
| COOP | A | -1.47% | |
| VOYA | D | -1.47% | |
| BK | A | -1.46% | |
| BAC | A | -1.46% | |
| PNC | A | -1.46% | |
| HBAN | A | -1.45% | |
| WTFC | B | -1.45% | |
| RF | B | -1.44% | |
| BPOP | A | -1.44% | |
| JPM | B | -1.44% | |
| CMA | A | -1.43% | |
| AX | B | -1.43% | |
| TFC | A | -1.43% | |
| KEY | C | -1.43% | |
| ASB | B | -1.42% | |
| PNFP | C | -1.42% | |
| CFG | A | -1.42% | |
| CADE | A | -1.42% | |
| OZK | A | -1.42% | |
| USB | C | -1.42% | |
| ZION | B | -1.41% | |
| FITB | A | -1.41% | |
| PB | B | -1.41% | |
| EWBC | B | -1.4% | |
| FHN | B | -1.4% | |
| BANC | C | -1.4% | |
| WBS | D | -1.4% | |
| ONB | B | -1.39% | |
| SNV | C | -1.39% | |
| WAL | C | -1.38% | |
| SSB | D | -1.37% | |
| VLY | F | -1.36% | |
| COLB | C | -1.34% | |
| TCBI | D | -1.29% | |
| NYCB | F | -1.28% | |
| ESNT | C | -1.27% | |
| BKU | B | -1.26% | |
| CBSH | A | -1.25% | |
| FNB | B | -1.18% | |
| GBCI | C | -1.16% | |
| HOMB | A | -1.15% | |
| WD | C | -1.07% | |
| UBSI | D | -1.05% | |
| BOH | C | -1.03% | |
| HWC | A | -1.02% | |
| PFSI | B | -1.02% | |
| FBP | A | -0.95% | |
| ABCB | B | -0.92% | |
| FIBK | B | -0.88% | |
| TBBK | F | -0.84% | |
| UMBF | A | -0.84% | |
| UCBI | C | -0.79% | |
| FULT | B | -0.77% | |
| FHB | A | -0.74% | |
| CVBF | D | -0.74% | |
| NMIH | B | -0.73% | |
| FFIN | C | -0.68% | |
| INDB | B | -0.67% | |
| BOKF | A | -0.65% | |
| CBU | D | -0.63% | |
| WSFS | B | -0.62% | |
| PPBI | D | -0.59% | |
| IBOC | A | -0.55% | |
| SFBS | C | -0.54% | |
| CATY | F | -0.5% | |
| EBC | C | -0.49% | |
| SBCF | D | -0.49% | |
| AUB | D | -0.48% | |
| HTH | D | -0.48% | |
| IBTX | F | -0.45% | |
| WAFD | B | -0.45% | |
| SFNC | D | -0.44% | |
| BANR | C | -0.42% | |
| FRME | A | -0.39% | |
| FFBC | A | -0.37% | |
| TRMK | A | -0.35% | |
| RNST | C | -0.34% | |
| LKFN | D | -0.32% | |
| WSBC | D | -0.25% |
SAEF: Top Represented Industries & Keywords
KBE: Top Represented Industries & Keywords
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