SAEF vs. SPHB ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to PowerShares S&P 500 High Beta Portfolio (SPHB)
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
SPHB
PowerShares S&P 500 High Beta Portfolio
SPHB Description
The PowerShares S&P 500 High Beta Portfolio (Fund) is based on the S&P 500 High Beta Index (Index). The Fund will invest at least 90% of its total assets in common stocks that comprise the Index. The Index is compiled, maintained and calculated by Standard & Poor's and consists of the 100 stocks from the S&P 500 Index with the highest sensitivity to market movements, or beta, over the past 12 months. Beta is a measure of relative risk and is the rate of change of a security's price. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$92.72
Average Daily Volume
224,294
97
Performance
| Period | SAEF | SPHB |
|---|---|---|
| 30 Days | 8.53% | 4.79% |
| 60 Days | 9.20% | 5.15% |
| 90 Days | 11.05% | 6.95% |
| 12 Months | 40.04% | 29.95% |
SAEF Overweight 48 Positions Relative to SPHB
| Symbol | Grade | Weight | |
|---|---|---|---|
| OSW | A | 4.39% | |
| BCO | D | 4.21% | |
| FI | A | 3.4% | |
| LIND | C | 3.32% | |
| FAF | A | 2.41% | |
| NVT | B | 2.29% | |
| JLL | D | 2.28% | |
| GS | A | 2.24% | |
| REZI | A | 2.14% | |
| NTRS | A | 2.09% | |
| PBH | A | 2.04% | |
| MAT | D | 1.81% | |
| KMT | B | 1.8% | |
| CBRE | B | 1.79% | |
| GNTX | C | 1.76% | |
| MIDD | C | 1.71% | |
| 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% | |
| 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% | |
| KFY | B | 0.97% | |
| SJM | D | 0.94% | |
| PGR | A | 0.92% | |
| REYN | D | 0.91% | |
| LESL | C | 0.86% | |
| HCKT | B | 0.83% | |
| PARA | C | 0.56% | |
| PHIN | A | 0.28% |
SAEF Underweight 88 Positions Relative to SPHB
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -2.08% | |
| TSLA | B | -1.93% | |
| CCL | B | -1.63% | |
| CRWD | B | -1.6% | |
| UAL | A | -1.57% | |
| AVGO | D | -1.56% | |
| AMD | F | -1.52% | |
| ALB | C | -1.51% | |
| VST | B | -1.4% | |
| BLDR | D | -1.39% | |
| ANET | C | -1.36% | |
| RCL | A | -1.25% | |
| CZR | F | -1.25% | |
| URI | B | -1.25% | |
| AMAT | F | -1.22% | |
| BX | A | -1.22% | |
| META | D | -1.21% | |
| LRCX | F | -1.21% | |
| MU | D | -1.2% | |
| TER | D | -1.18% | |
| CDNS | B | -1.18% | |
| ORCL | B | -1.17% | |
| PWR | A | -1.16% | |
| DAY | B | -1.16% | |
| ON | D | -1.15% | |
| NOW | A | -1.12% | |
| SNPS | B | -1.11% | |
| MPWR | F | -1.1% | |
| CRM | B | -1.1% | |
| KLAC | D | -1.09% | |
| AMZN | C | -1.09% | |
| JBL | B | -1.09% | |
| QCOM | F | -1.07% | |
| ETN | A | -1.07% | |
| PYPL | B | -1.07% | |
| ADSK | A | -1.06% | |
| PANW | C | -1.04% | |
| ALGN | D | -1.03% | |
| WDC | D | -1.03% | |
| BKNG | A | -1.02% | |
| ABNB | C | -1.02% | |
| PODD | C | -1.02% | |
| CEG | D | -1.01% | |
| BXP | D | -1.0% | |
| PH | A | -0.99% | |
| LW | C | -0.99% | |
| INTC | D | -0.99% | |
| NXPI | D | -0.98% | |
| HUBB | B | -0.97% | |
| LULU | C | -0.96% | |
| UBER | D | -0.95% | |
| CARR | D | -0.95% | |
| MCHP | D | -0.93% | |
| DECK | A | -0.92% | |
| KEY | B | -0.92% | |
| INTU | C | -0.92% | |
| ISRG | A | -0.89% | |
| WBD | C | -0.88% | |
| ROK | B | -0.86% | |
| PHM | D | -0.85% | |
| APH | A | -0.85% | |
| ADI | D | -0.85% | |
| ANSS | B | -0.84% | |
| GOOG | C | -0.84% | |
| FSLR | F | -0.83% | |
| TROW | B | -0.82% | |
| FCX | D | -0.81% | |
| SMCI | F | -0.81% | |
| EPAM | C | -0.8% | |
| ADBE | C | -0.8% | |
| IVZ | B | -0.8% | |
| CPRT | A | -0.79% | |
| GE | D | -0.78% | |
| RMD | C | -0.76% | |
| SWKS | F | -0.76% | |
| TXN | C | -0.76% | |
| ARE | D | -0.75% | |
| MGM | D | -0.75% | |
| LEN | D | -0.75% | |
| EFX | F | -0.73% | |
| MLM | B | -0.73% | |
| DHI | D | -0.71% | |
| IDXX | F | -0.69% | |
| ENPH | F | -0.69% | |
| IQV | D | -0.62% | |
| AES | F | -0.61% | |
| APTV | D | -0.58% | |
| QRVO | F | -0.56% |
SAEF: Top Represented Industries & Keywords
SPHB: Top Represented Industries & Keywords
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