SAEF vs. ROSC ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to Hartford Multifactor Small Cap ETF (ROSC)
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
$23.00
Average Daily Volume
2,145
Number of Holdings
*
58
* may have additional holdings in another (foreign) market
ROSC
Hartford Multifactor Small Cap ETF
ROSC Description
The investment seeks to provide investment results that correspond to the total return performance of the Hartford Multifactor Small Cap Index. The fund generally invests at least 80% of its net assets (plus the amount of borrowings for investment purposes) in securities of the index and in depositary receipts representing securities of the index. The index is designed to address risks and opportunities within the United States small cap universe by selecting equity securities of companies exhibiting a favorable combination of factor characteristics, including valuation, momentum, and quality.Grade (RS Rating)
Last Trade
$40.03
Average Daily Volume
2,025
Number of Holdings
*
303
* may have additional holdings in another (foreign) market
Performance
| Period | SAEF | ROSC |
|---|---|---|
| 30 Days | -4.08% | -1.05% |
| 60 Days | -3.33% | -1.82% |
| 90 Days | 0.78% | -0.18% |
| 12 Months | 10.73% | 19.30% |
SAEF Overweight 54 Positions Relative to ROSC
| Symbol | Grade | Weight | |
|---|---|---|---|
| NCLH | F | 4.09% | |
| LIND | D | 3.83% | |
| OSW | B | 3.6% | |
| BCO | B | 3.15% | |
| KKR | C | 2.84% | |
| NVT | B | 2.38% | |
| ZBRA | A | 2.37% | |
| REZI | D | 2.28% | |
| CRL | C | 2.24% | |
| GS | A | 2.16% | |
| FICO | D | 2.04% | |
| NTRS | C | 2.01% | |
| GNRC | B | 2.0% | |
| MANU | B | 1.97% | |
| GNTX | D | 1.94% | |
| FAF | D | 1.82% | |
| JLL | C | 1.81% | |
| LFUS | D | 1.8% | |
| KN | D | 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 | F | 1.57% | |
| DNB | F | 1.54% | |
| SNA | D | 1.54% | |
| AXTA | B | 1.5% | |
| ST | B | 1.44% | |
| LH | F | 1.43% | |
| IPG | F | 1.43% | |
| AFL | A | 1.38% | |
| ATGE | B | 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% | |
| MAS | D | 1.17% | |
| KMX | F | 1.11% | |
| SRCL | F | 1.1% | |
| MSGE | A | 0.96% | |
| REYN | B | 0.89% | |
| KFY | D | 0.86% | |
| BIO | F | 0.82% | |
| NVST | F | 0.78% | |
| MHK | C | 0.59% | |
| SJM | F | 0.52% | |
| PARA | B | 0.47% | |
| FTRE | C | 0.22% | |
| PHIN | A | 0.21% |
SAEF Underweight 299 Positions Relative to ROSC
| Symbol | Grade | Weight | |
|---|---|---|---|
| JXN | A | -1.23% | |
| HCC | A | -1.13% | |
| BELFB | A | -1.1% | |
| WIRE | A | -1.1% | |
| CALM | D | -1.07% | |
| RUSHA | F | -1.01% | |
| PINC | D | -1.0% | |
| ARCH | D | -0.9% | |
| LEVI | A | -0.88% | |
| SCS | D | -0.85% | |
| PLUS | D | -0.85% | |
| PRDO | A | -0.84% | |
| IMKTA | F | -0.83% | |
| BKE | D | -0.82% | |
| HNI | C | -0.81% | |
| HY | D | -0.81% | |
| ETD | D | -0.81% | |
| DDS | B | -0.81% | |
| GMS | C | -0.77% | |
| AMKR | C | -0.77% | |
| HOPE | D | -0.75% | |
| MATX | D | -0.74% | |
| JBSS | D | -0.71% | |
| NHC | C | -0.71% | |
| VSH | C | -0.71% | |
| WMK | D | -0.66% | |
| KTB | A | -0.66% | |
| STC | A | -0.65% | |
| PLAB | D | -0.65% | |
| OSUR | F | -0.64% | |
| SNDR | F | -0.64% | |
| CRVL | C | -0.64% | |
| XRX | F | -0.63% | |
| GNE | F | -0.63% | |
| CVI | F | -0.62% | |
| COLL | B | -0.62% | |
| EIG | C | -0.61% | |
| CCRN | D | -0.61% | |
| CPRX | C | -0.61% | |
| IDCC | D | -0.61% | |
| SANM | C | -0.6% | |
| SWBI | B | -0.6% | |
| GEF | D | -0.6% | |
| MOV | D | -0.6% | |
| IRWD | D | -0.59% | |
| SMP | B | -0.57% | |
| RGR | B | -0.56% | |
| GPI | A | -0.56% | |
| INVA | A | -0.56% | |
| BHE | A | -0.56% | |
| LZB | D | -0.55% | |
| UFPT | B | -0.55% | |
| OFG | A | -0.54% | |
| PATK | D | -0.54% | |
| CNXN | D | -0.53% | |
| KFRC | D | -0.53% | |
| CNO | B | -0.53% | |
| AMPH | D | -0.53% | |
| FOR | D | -0.53% | |
| GNW | C | -0.52% | |
| HVT | D | -0.52% | |
| SLVM | A | -0.51% | |
| PFBC | A | -0.5% | |
| CPF | A | -0.49% | |
| LMAT | B | -0.49% | |
| SPOK | C | -0.49% | |
| MED | F | -0.49% | |
| CORT | C | -0.48% | |
| SXC | D | -0.47% | |
| RYI | F | -0.47% | |
| APOG | A | -0.46% | |
| AMN | D | -0.46% | |
| UVV | A | -0.45% | |
| ZYXI | C | -0.45% | |
| IDT | B | -0.45% | |
| WSR | C | -0.44% | |
| UVE | A | -0.44% | |
| OXM | A | -0.44% | |
| TRST | C | -0.43% | |
| CEIX | F | -0.42% | |
| HSTM | B | -0.42% | |
| ACT | A | -0.42% | |
| RGP | F | -0.42% | |
| LRN | A | -0.42% | |
| LBRT | B | -0.42% | |
| EMBC | F | -0.41% | |
| GPOR | B | -0.4% | |
| HIBB | A | -0.4% | |
| AMRK | A | -0.39% | |
| NWLI | A | -0.39% | |
| ORGO | F | -0.39% | |
| SPTN | F | -0.39% | |
| SAFT | C | -0.39% | |
| SUPN | C | -0.38% | |
| TNC | B | -0.38% | |
| IBOC | A | -0.38% | |
| VGR | D | -0.38% | |
| JAKK | F | -0.37% | |
| TOWN | B | -0.37% | |
| SCHL | F | -0.37% | |
| IIPR | A | -0.37% | |
| PAHC | A | -0.37% | |
| HUBG | D | -0.37% | |
| OSIS | B | -0.37% | |
| MHO | D | -0.37% | |
| EQC | D | -0.37% | |
| CAL | D | -0.36% | |
| SCSC | C | -0.36% | |
| RMR | A | -0.36% | |
| BBSI | A | -0.35% | |
| NX | D | -0.35% | |
| WNC | F | -0.35% | |
| AGX | A | -0.35% | |
| IESC | A | -0.34% | |
| HSII | D | -0.34% | |
| SPNT | C | -0.32% | |
| VBTX | B | -0.32% | |
| IBCP | A | -0.32% | |
| EBF | C | -0.31% | |
| MLR | B | -0.31% | |
| SSTK | D | -0.31% | |
| WOR | D | -0.3% | |
| AMRX | A | -0.3% | |
| RELL | B | -0.3% | |
| EPM | F | -0.3% | |
| HTBK | D | -0.3% | |
| ZIMV | D | -0.3% | |
| STBA | B | -0.3% | |
| TGNA | D | -0.3% | |
| PLPC | D | -0.29% | |
| ACCO | F | -0.29% | |
| GTY | B | -0.29% | |
| VIRC | A | -0.29% | |
| ZEUS | D | -0.29% | |
| GOLF | D | -0.29% | |
| BXC | D | -0.29% | |
| BUSE | B | -0.29% | |
| BNL | D | -0.28% | |
| CTO | A | -0.28% | |
| MSBI | D | -0.27% | |
| PANL | C | -0.27% | |
| OTTR | A | -0.27% | |
| KELYA | C | -0.27% | |
| VREX | F | -0.27% | |
| ODC | B | -0.26% | |
| REFI | A | -0.26% | |
| OMI | D | -0.26% | |
| DAKT | A | -0.26% | |
| MYE | A | -0.26% | |
| KRT | C | -0.26% | |
| ALX | B | -0.26% | |
| TPG | C | -0.26% | |
| ATEN | B | -0.26% | |
| FULT | A | -0.25% | |
| FBP | A | -0.25% | |
| CARG | D | -0.24% | |
| THFF | D | -0.24% | |
| HDSN | F | -0.24% | |
| WSBC | D | -0.24% | |
| LXP | D | -0.24% | |
| ADUS | B | -0.24% | |
| CCS | D | -0.23% | |
| APLE | D | -0.23% | |
| HMN | A | -0.23% | |
| HAFC | B | -0.23% | |
| NMRK | D | -0.22% | |
| RLJ | D | -0.22% | |
| NRC | D | -0.22% | |
| CSGS | F | -0.22% | |
| TPH | A | -0.22% | |
| SMLR | F | -0.21% | |
| TCMD | F | -0.21% | |
| AAN | F | -0.21% | |
| GRNT | B | -0.21% | |
| WERN | D | -0.21% | |
| VYGR | C | -0.21% | |
| MMI | F | -0.21% | |
| ASIX | F | -0.2% | |
| HRMY | D | -0.2% | |
| ANDE | B | -0.2% | |
| CWCO | D | -0.19% | |
| BANR | D | -0.19% | |
| DVAX | D | -0.19% | |
| IRMD | D | -0.19% | |
| VPG | C | -0.18% | |
| PLXS | A | -0.18% | |
| UVSP | A | -0.18% | |
| PRGS | F | -0.18% | |
| CATY | F | -0.18% | |
| CCOI | D | -0.18% | |
| ABCB | A | -0.17% | |
| RCMT | D | -0.17% | |
| NBTB | A | -0.17% | |
| CRC | D | -0.17% | |
| CTBI | A | -0.17% | |
| NWBI | D | -0.17% | |
| ODP | D | -0.17% | |
| EPR | C | -0.17% | |
| CMT | D | -0.16% | |
| LTC | A | -0.16% | |
| BTU | F | -0.16% | |
| HTLF | A | -0.16% | |
| NVEC | C | -0.16% | |
| AHH | B | -0.16% | |
| UNF | D | -0.15% | |
| SHO | D | -0.15% | |
| GDRX | B | -0.15% | |
| UWMC | C | -0.15% | |
| BBW | A | -0.15% | |
| CNX | B | -0.15% | |
| ACAD | D | -0.14% | |
| ATRI | A | -0.14% | |
| WGO | D | -0.14% | |
| GIC | F | -0.14% | |
| MRTN | D | -0.14% | |
| MAN | B | -0.14% | |
| HFWA | C | -0.14% | |
| KAI | D | -0.14% | |
| UTL | B | -0.14% | |
| PFC | A | -0.13% | |
| EZPW | A | -0.13% | |
| AROW | C | -0.13% | |
| GTX | C | -0.13% | |
| TBRG | F | -0.12% | |
| INSW | A | -0.12% | |
| PRK | A | -0.12% | |
| AMWD | C | -0.12% | |
| SEM | C | -0.12% | |
| DFH | C | -0.12% | |
| ASB | A | -0.12% | |
| CRI | F | -0.12% | |
| NUS | F | -0.11% | |
| PK | D | -0.11% | |
| SCVL | B | -0.11% | |
| JWN | B | -0.11% | |
| HTH | D | -0.1% | |
| FHB | A | -0.1% | |
| OCFC | F | -0.1% | |
| MGRC | D | -0.1% | |
| KOP | D | -0.1% | |
| CHCO | A | -0.1% | |
| OPY | A | -0.1% | |
| TCBK | A | -0.1% | |
| JOUT | F | -0.1% | |
| KNSA | B | -0.1% | |
| TRMK | A | -0.09% | |
| ITGR | B | -0.09% | |
| GRBK | C | -0.09% | |
| GHC | C | -0.09% | |
| PDM | B | -0.09% | |
| LYTS | A | -0.08% | |
| CSR | A | -0.08% | |
| DLX | B | -0.08% | |
| CUBI | D | -0.08% | |
| AVA | A | -0.08% | |
| RMNI | F | -0.08% | |
| NHI | A | -0.08% | |
| PEBO | A | -0.07% | |
| HE | F | -0.07% | |
| SHOO | D | -0.07% | |
| PSMT | A | -0.07% | |
| RNST | D | -0.07% | |
| HCI | A | -0.06% | |
| CASS | C | -0.06% | |
| FF | B | -0.06% | |
| YMAB | B | -0.06% | |
| LPG | B | -0.06% | |
| IMMR | D | -0.05% | |
| EFSC | D | -0.05% | |
| DEA | B | -0.04% | |
| THRY | A | -0.04% | |
| EOLS | C | -0.04% | |
| ARCB | F | -0.04% | |
| GMRE | F | -0.04% | |
| KE | D | -0.04% | |
| SXI | B | -0.04% | |
| ALG | D | -0.04% | |
| AKR | A | -0.04% | |
| FRME | A | -0.03% | |
| SFNC | D | -0.03% | |
| URBN | D | -0.03% | |
| UMH | A | -0.03% | |
| PARR | F | -0.03% | |
| MBIN | B | -0.03% | |
| ARCT | D | -0.03% | |
| NWN | A | -0.02% | |
| PAG | D | -0.02% | |
| ESQ | C | -0.02% | |
| BFST | D | -0.02% | |
| GSBC | B | -0.02% | |
| JILL | D | -0.02% | |
| LMB | B | -0.02% | |
| OLP | A | -0.02% | |
| OSG | B | -0.02% | |
| NATR | B | -0.02% | |
| FBNC | D | -0.01% | |
| WAFD | D | -0.01% | |
| BDN | A | -0.01% | |
| ESRT | C | -0.01% |
SAEF: Top Represented Industries & Keywords
Industries:
Leisure
Auto Parts
Communication Equipment
Diagnostics & Research
Diversified Industrials
Entertainment
Security & Protection Services
Tools & Accessories
Asset Management
Medical Distribution
Real Estate Services
Scientific & Technical Instruments
Advertising Agencies
Auto & Truck Dealerships
Banks - Regional - US
Biotechnology
Building Materials
Business Services
Capital Markets
Education & Training Services
Keywords:
S&P 500
Aerospace
Chemical
Insurance
Pharmaceutical
Access Control
Baking
Banking
Biotechnology
Cash Management
Cruise Ship
Electrical Engineering
Electromagnetism
Infection
Investment Management Services
Medicine
Network Infrastructure
Telecommunications
Access Control Systems
Air Conditioning Systems
ROSC: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Drug Manufacturers - Specialty & Generic
Biotechnology
Electronic Components
Oil & Gas E&P
Staffing & Outsourcing Services
Apparel Manufacturing
Business Equipment
Coal
Medical Devices
REIT - Diversified
REIT - Retail
Shipping & Ports
Specialty Retail
Apparel Stores
Building Materials
Diversified Industrials
Engineering & Construction
Home Furnishings & Fixtures
Insurance - Property & Casualty
Keywords:
Bank
Banking
Deposit Products
Real Estate Investment Trust
Medicine
Commercial Banking
Real Estate Loans
Mortgage Loan
Demand Deposit
Insurance
Chemical
Clothing
Computing
Real Estate Construction
Commercial Bank
Individual Retirement Account
Trust Services
Aerospace
Cash Management Services
Investment Management
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