SAEF vs. ROBO ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to Robo-Stox Global Robotics and Automation Index ETF (ROBO)
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
ROBO
Robo-Stox Global Robotics and Automation Index ETF
ROBO Description
The ROBO Global Robotics & Automation ETF (ROBO) invests in global companies that are driving transformative innovations in robotics, automation, and artificial intelligence (RAAI), including companies that create technology to enable truly intelligent systems that can sense, process, and act, and companies that apply those technologies to deliver RAAI-enabled products—including robots—to businesses and consumers.Grade (RS Rating)
Last Trade
$56.51
Average Daily Volume
70,882
34
Performance
| Period | SAEF | ROBO |
|---|---|---|
| 30 Days | -0.91% | -0.35% |
| 60 Days | -0.75% | -3.96% |
| 90 Days | 3.52% | 2.35% |
| 12 Months | 14.45% | 5.44% |
1 Overlapping Holdings
| Symbol | Grade | Weight in SAEF | Weight in ROBO | Overlap | |
|---|---|---|---|---|---|
| ZBRA | A | 2.37% | 1.86% | 1.86% |
SAEF Overweight 57 Positions Relative to ROBO
| Symbol | Grade | Weight | |
|---|---|---|---|
| NCLH | F | 4.09% | |
| LIND | F | 3.83% | |
| OSW | A | 3.6% | |
| BCO | B | 3.15% | |
| KKR | C | 2.84% | |
| NVT | A | 2.38% | |
| 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 Underweight 33 Positions Relative to ROBO
| Symbol | Grade | Weight | |
|---|---|---|---|
| ISRG | C | -1.83% | |
| TER | B | -1.82% | |
| ROK | F | -1.79% | |
| IPGP | D | -1.79% | |
| NOW | D | -1.65% | |
| EMR | D | -1.64% | |
| OMCL | C | -1.62% | |
| NOVT | D | -1.6% | |
| NDSN | C | -1.54% | |
| NVDA | C | -1.52% | |
| ABBV | D | -1.51% | |
| IRTC | D | -1.47% | |
| AZTA | D | -1.46% | |
| ILMN | F | -1.45% | |
| IOT | B | -1.44% | |
| CGNX | B | -1.4% | |
| DE | B | -1.39% | |
| PTC | D | -1.34% | |
| JBT | F | -1.34% | |
| QGEN | C | -1.29% | |
| QCOM | B | -1.27% | |
| MCHP | B | -1.24% | |
| CDNS | D | -1.22% | |
| TRMB | D | -1.21% | |
| AMBA | F | -1.21% | |
| MANH | D | -1.19% | |
| SSYS | F | -1.15% | |
| GXO | D | -1.1% | |
| GMED | D | -1.05% | |
| ADSK | D | -1.01% | |
| APTV | D | -0.99% | |
| JOBY | C | -0.99% | |
| DDD | F | -0.89% |
SAEF: Top Represented Industries & Keywords
ROBO: Top Represented Industries & Keywords
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