SAEF vs. LSEQ ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to Harbor Long-Short Equity ETF (LSEQ)
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
$23.67
Average Daily Volume
2,093
58
LSEQ
Harbor Long-Short Equity ETF
LSEQ Description
Under normal market circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in long and short positions in equity securities. The fund advisor seeks to achieve the fund's investment objective by establishing long and/or short positions in equity securities.Grade (RS Rating)
Last Trade
$26.44
Average Daily Volume
311
10
Performance
| Period | SAEF | LSEQ |
|---|---|---|
| 30 Days | -0.91% | -3.39% |
| 60 Days | -0.75% | -1.68% |
| 90 Days | 3.52% | 3.04% |
| 12 Months | 14.45% |
1 Overlapping Holdings
| Symbol | Grade | Weight in SAEF | Weight in LSEQ | Overlap | |
|---|---|---|---|---|---|
| NCLH | F | 4.09% | 2.41% | 2.41% |
SAEF Overweight 57 Positions Relative to LSEQ
| Symbol | Grade | Weight | |
|---|---|---|---|
| LIND | F | 3.83% | |
| OSW | A | 3.6% | |
| BCO | B | 3.15% | |
| KKR | C | 2.84% | |
| NVT | A | 2.38% | |
| ZBRA | A | 2.37% | |
| REZI | D | 2.28% | |
| CRL | D | 2.24% | |
| GS | A | 2.16% | |
| FICO | C | 2.04% | |
| NTRS | C | 2.01% | |
| GNRC | B | 2.0% | |
| MANU | D | 1.97% | |
| PBH | D | 1.97% | |
| GNTX | D | 1.94% | |
| FAF | D | 1.82% | |
| JLL | C | 1.81% | |
| LFUS | B | 1.8% | |
| KN | B | 1.72% | |
| MTB | A | 1.68% | |
| CBRE | D | 1.67% | |
| MAT | D | 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 | D | 1.43% | |
| AFL | A | 1.38% | |
| ATGE | A | 1.37% | |
| MSI | A | 1.35% | |
| ADTN | D | 1.33% | |
| MIDD | D | 1.29% | |
| MSGS | B | 1.24% | |
| BWA | B | 1.22% | |
| PGR | A | 1.2% | |
| PDCO | D | 1.19% | |
| HCKT | D | 1.18% | |
| MAS | D | 1.17% | |
| KMX | D | 1.11% | |
| SRCL | D | 1.1% | |
| BRC | B | 1.0% | |
| MSGE | B | 0.96% | |
| REYN | D | 0.89% | |
| KFY | D | 0.86% | |
| BIO | F | 0.82% | |
| NVST | F | 0.78% | |
| MHK | D | 0.59% | |
| SJM | F | 0.52% | |
| PARA | C | 0.47% | |
| FTRE | D | 0.22% | |
| PHIN | A | 0.21% |
SAEF: Top Represented Industries & Keywords
LSEQ: Top Represented Industries & Keywords
Compare ETFs
