SAEF vs. RULE ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to Adaptive Core ETF (RULE)
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
$28.88
Average Daily Volume
2,765
57
RULE
Adaptive Core ETF
RULE Description
Adaptive Core ETF seeks current income. The fund invests in individual equity securities without regard to market capitalization and ETFs that invest in equity securities of any market capitalization including convertible equity securities and fixed income ETFs. The fund’s portfolio may hold securities from issuers of any market capitalization, credit quality, maturity, or country. Fixed income securities may include securities with credit quality below investment grade (commonly referred to as “junk bond” credit quality).Grade (RS Rating)
Last Trade
$23.31
Average Daily Volume
5,937
35
Performance
| Period | SAEF | RULE |
|---|---|---|
| 30 Days | 8.53% | 5.63% |
| 60 Days | 9.20% | 5.87% |
| 90 Days | 11.05% | 6.41% |
| 12 Months | 40.04% | 21.71% |
SAEF Overweight 55 Positions Relative to RULE
| Symbol | Grade | Weight | |
|---|---|---|---|
| OSW | A | 4.39% | |
| BCO | D | 4.21% | |
| NCLH | B | 3.64% | |
| LIND | C | 3.32% | |
| KKR | A | 2.42% | |
| FAF | A | 2.41% | |
| GNRC | B | 2.41% | |
| ZBRA | B | 2.3% | |
| NVT | B | 2.29% | |
| JLL | D | 2.28% | |
| GS | A | 2.24% | |
| REZI | A | 2.14% | |
| NTRS | A | 2.09% | |
| FICO | B | 2.08% | |
| PBH | A | 2.04% | |
| MAT | D | 1.81% | |
| KMT | B | 1.8% | |
| CBRE | B | 1.79% | |
| CRL | C | 1.78% | |
| GNTX | C | 1.76% | |
| MIDD | C | 1.71% | |
| KEYS | A | 1.65% | |
| LFUS | F | 1.57% | |
| WEX | D | 1.54% | |
| KN | B | 1.53% | |
| MTB | A | 1.53% | |
| DNB | B | 1.5% | |
| AXTA | A | 1.41% | |
| MSI | B | 1.41% | |
| MANU | C | 1.41% | |
| NVST | B | 1.31% | |
| MAS | D | 1.29% | |
| BIO | D | 1.28% | |
| MSGS | A | 1.26% | |
| ZBH | C | 1.25% | |
| ADTN | A | 1.24% | |
| LH | C | 1.23% | |
| MHK | D | 1.22% | |
| IPG | D | 1.22% | |
| SSD | D | 1.21% | |
| ST | F | 1.21% | |
| SNA | A | 1.19% | |
| BRC | D | 1.16% | |
| ATGE | B | 1.15% | |
| AFL | B | 1.13% | |
| MSGE | F | 1.1% | |
| BWA | D | 1.09% | |
| KMX | B | 0.98% | |
| KFY | B | 0.97% | |
| SJM | D | 0.94% | |
| REYN | D | 0.91% | |
| LESL | C | 0.86% | |
| HCKT | B | 0.83% | |
| PARA | C | 0.56% | |
| PHIN | A | 0.28% |
SAEF Underweight 33 Positions Relative to RULE
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | A | -4.27% | |
| JPST | A | -4.26% | |
| CRM | B | -3.6% | |
| APO | B | -3.39% | |
| WMB | A | -3.07% | |
| EQIX | A | -3.05% | |
| PCAR | B | -3.04% | |
| XLG | B | -3.04% | |
| AON | A | -3.04% | |
| SPHQ | A | -3.03% | |
| CAH | B | -3.0% | |
| VST | B | -2.96% | |
| INTU | C | -2.95% | |
| V | A | -2.95% | |
| IWF | B | -2.91% | |
| BK | A | -2.88% | |
| PH | A | -2.87% | |
| CTAS | B | -2.84% | |
| GWW | B | -2.82% | |
| UBER | D | -2.8% | |
| NFLX | A | -2.78% | |
| HD | A | -2.7% | |
| FTNT | C | -2.67% | |
| RMD | C | -2.65% | |
| FCNCA | A | -2.59% | |
| URI | B | -2.57% | |
| GPN | B | -2.51% | |
| IRM | D | -2.47% | |
| VRT | B | -2.41% | |
| IBM | C | -2.35% | |
| PAYX | C | -2.18% | |
| ADBE | C | -1.94% | |
| ARES | A | -1.81% |
SAEF: Top Represented Industries & Keywords
RULE: Top Represented Industries & Keywords
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