SAEF vs. RISN ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to Inspire Tactical Balanced ESG ETF (RISN)
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
58
RISN
Inspire Tactical Balanced ESG ETF
RISN Description
The investment seeks to provide capital appreciation with lower volatility than the U.S. large cap stock market over the long term. The fund, an actively managed ETF, uses a proprietary system of technical analysis to tactically allocate assets into U.S. large cap stocks when the strategy identifies an uptrend in the U.S. large cap stock market, and shifts into U.S. Treasury bonds via third-party ETFs, investment grade and high-yield corporate bonds, government agency bonds, and listed gold exchange-traded products and exchange-traded notes such as SPDR Gold Shares (GLD) when the strategy identifies a downtrend in the U.S. large cap stock market.Grade (RS Rating)
Last Trade
$25.83
Average Daily Volume
8,021
65
Performance
| Period | SAEF | RISN |
|---|---|---|
| 30 Days | -2.62% | -2.16% |
| 60 Days | -2.00% | -1.90% |
| 90 Days | 2.32% | 2.78% |
| 12 Months | 14.41% | 15.60% |
SAEF Overweight 53 Positions Relative to RISN
| 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% | |
| NTRS | C | 2.01% | |
| GNRC | B | 2.0% | |
| MANU | C | 1.97% | |
| PBH | D | 1.97% | |
| FAF | F | 1.82% | |
| JLL | C | 1.81% | |
| 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% | |
| 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% | |
| 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 60 Positions Relative to RISN
| Symbol | Grade | Weight | |
|---|---|---|---|
| USFR | A | -20.56% | |
| ASR | B | -1.43% | |
| HEI | A | -1.38% | |
| CACI | A | -1.38% | |
| TDG | A | -1.37% | |
| AZO | D | -1.37% | |
| FCNCA | B | -1.36% | |
| TTEK | A | -1.35% | |
| APH | A | -1.35% | |
| GPC | B | -1.32% | |
| TXRH | A | -1.32% | |
| CSL | A | -1.31% | |
| WSO | A | -1.31% | |
| RDY | B | -1.31% | |
| IBN | A | -1.3% | |
| TSM | C | -1.29% | |
| COLM | B | -1.27% | |
| EME | A | -1.26% | |
| CFR | C | -1.25% | |
| SWKS | F | -1.25% | |
| PAYX | D | -1.25% | |
| WLK | B | -1.25% | |
| DAR | F | -1.24% | |
| TTC | D | -1.24% | |
| CPRT | C | -1.24% | |
| CTAS | A | -1.24% | |
| MAA | B | -1.24% | |
| ROP | F | -1.23% | |
| CGNX | B | -1.23% | |
| PAG | D | -1.23% | |
| RBA | D | -1.22% | |
| ROL | B | -1.22% | |
| MLM | D | -1.22% | |
| CSGP | C | -1.22% | |
| CNI | D | -1.21% | |
| LSTR | D | -1.21% | |
| EXPD | D | -1.2% | |
| ICLR | D | -1.2% | |
| NVR | D | -1.19% | |
| BRO | C | -1.19% | |
| MKTX | F | -1.19% | |
| WST | F | -1.18% | |
| CSX | D | -1.18% | |
| NTES | C | -1.18% | |
| CHKP | D | -1.17% | |
| IDXX | F | -1.16% | |
| PCAR | D | -1.15% | |
| POOL | F | -1.15% | |
| LECO | D | -1.14% | |
| GGG | D | -1.13% | |
| CHE | F | -1.13% | |
| WRB | D | -1.12% | |
| NICE | D | -1.12% | |
| FAST | D | -1.12% | |
| EPAM | D | -1.11% | |
| EGP | F | -1.11% | |
| LAD | F | -1.1% | |
| ODFL | F | -1.08% | |
| JBHT | F | -1.06% | |
| MOH | F | -1.01% |
SAEF: Top Represented Industries & Keywords
RISN: Top Represented Industries & Keywords
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