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      SCHZ vs. RAFE ETF Comparison

      Comparison of Schwab US Aggregate Bond ETF (SCHZ) to PIMCO RAFI ESG U.S. ETF (RAFE)
      SCHZ

      Schwab US Aggregate Bond ETF

      SCHZ Description

      The investment seeks to track as closely as possible, before fees and expenses, the total return of the Barclays U.S. Aggregate Bond IndexSM. The fund invests at least 90% of its net assets in securities included in the index. The index is a broad based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.

      Grade (RS Rating)

      Last Trade

      $22.92

      Average Daily Volume

      1,160,500

      Number of Holdings *

      539

      * may have additional holdings in another (foreign) market
      RAFE

      PIMCO RAFI ESG U.S. ETF

      RAFE Description The investment seeks to provide total return that closely corresponds, before fees and expenses, to the total return of the RAFI ESG US Index. The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its total assets in the component securities of the RAFI ESG US Index. The underlying index is constructed by RAFI Indices, LLC using a rules-based approach within publicly traded U.S. equities to create an integrated ESG strategy which overweights companies that rate well across various ESG themes and excludes companies with a major involvement in industries such as tobacco, gaming, weapons and fossil fuels.

      Grade (RS Rating)

      Last Trade

      $37.47

      Average Daily Volume

      12,394

      Number of Holdings *

      237

      * may have additional holdings in another (foreign) market
      Performance
      Period SCHZ RAFE
      30 Days -0.82% 0.70%
      60 Days -3.18% 2.26%
      90 Days -2.17% 3.92%
      12 Months 6.03% 22.96%
      186 Overlapping Holdings
      Symbol Grade Weight in SCHZ Weight in RAFE Overlap
      A D 0.0% 0.13% 0.0%
      AAP D 0.0% 0.03% 0.0%
      AAPL C 0.0% 5.06% 0.0%
      ABBV F 0.0% 1.26% 0.0%
      ABT B 0.0% 0.93% 0.0%
      ADBE C 0.0% 0.5% 0.0%
      ADI D 0.0% 0.31% 0.0%
      ADM D 0.0% 0.26% 0.0%
      ADP A 0.0% 0.37% 0.0%
      ALL A 0.0% 0.46% 0.0%
      AMAT F 0.0% 0.71% 0.0%
      AMGN F 0.0% 0.98% 0.0%
      AMP A 0.0% 0.2% 0.0%
      AMT C 0.0% 0.15% 0.0%
      APD A 0.0% 0.32% 0.0%
      ARW D 0.0% 0.12% 0.0%
      AVB B 0.0% 0.13% 0.0%
      AVGO D 0.0% 1.07% 0.0%
      AVT C 0.0% 0.08% 0.0%
      AWK C 0.0% 0.1% 0.0%
      AXP A 0.0% 0.51% 0.0%
      BAC A 0.0% 0.68% 0.0%
      BAX F 0.0% 0.15% 0.0%
      BBY D 0.0% 0.4% 0.0%
      BDX F 0.0% 0.27% 0.0%
      BIIB F 0.01% 0.24% 0.01%
      BK A 0.0% 0.16% 0.0%
      BMY B 0.0% 1.6% 0.0%
      BSX A 0.0% 0.09% 0.0%
      C A 0.0% 2.61% 0.0%
      CAG F 0.0% 0.06% 0.0%
      CAH B 0.0% 0.24% 0.0%
      CARR C 0.0% 0.3% 0.0%
      CCI C 0.0% 0.21% 0.0%
      CDNS B 0.0% 0.1% 0.0%
      CF A 0.0% 0.12% 0.0%
      CHD A 0.01% 0.05% 0.01%
      CI D 0.0% 1.09% 0.0%
      CL D 0.0% 0.29% 0.0%
      CMCSA B 0.0% 1.28% 0.0%
      CMI A 0.0% 0.16% 0.0%
      CPB D 0.0% 0.04% 0.0%
      CRM B 0.0% 0.49% 0.0%
      CSCO B 0.0% 2.39% 0.0%
      CTVA C 0.0% 0.04% 0.0%
      CVS D 0.0% 0.32% 0.0%
      DD C 0.01% 0.48% 0.01%
      DE B 0.0% 0.43% 0.0%
      DELL B 0.0% 0.11% 0.0%
      DG F 0.0% 0.12% 0.0%
      DGX A 0.0% 0.05% 0.0%
      DHR F 0.0% 0.38% 0.0%
      DIS B 0.0% 0.85% 0.0%
      DOV A 0.0% 0.05% 0.0%
      DOW F 0.0% 0.42% 0.0%
      DOX D 0.0% 0.08% 0.0%
      DXC B 0.0% 0.06% 0.0%
      EA A 0.0% 0.23% 0.0%
      EBAY D 0.0% 0.33% 0.0%
      ECL D 0.0% 0.21% 0.0%
      EIX B 0.0% 0.19% 0.0%
      EL F 0.0% 0.09% 0.0%
      EQH C 0.0% 0.05% 0.0%
      EQIX A 0.0% 0.19% 0.0%
      EQR C 0.0% 0.13% 0.0%
      ESS B 0.0% 0.04% 0.0%
      EW C 0.0% 0.12% 0.0%
      FDX B 0.0% 0.35% 0.0%
      FIS C 0.0% 0.29% 0.0%
      FITB B 0.0% 0.1% 0.0%
      FLEX B 0.0% 0.04% 0.0%
      FOXA A 0.0% 0.15% 0.0%
      GILD C 0.0% 0.87% 0.0%
      GIS D 0.0% 0.26% 0.0%
      GM C 0.0% 1.79% 0.0%
      GPC D 0.0% 0.06% 0.0%
      GS A 0.0% 0.8% 0.0%
      GWW B 0.0% 0.15% 0.0%
      HAS D 0.0% 0.04% 0.0%
      HCA F 0.0% 0.08% 0.0%
      HD B 0.0% 1.4% 0.0%
      HIG B 0.0% 0.21% 0.0%
      HPE B 0.0% 0.56% 0.0%
      HPQ B 0.0% 0.58% 0.0%
      HRL D 0.0% 0.01% 0.0%
      HST C 0.0% 0.09% 0.0%
      HSY F 0.0% 0.05% 0.0%
      HUM C 0.0% 0.33% 0.0%
      HUN F 0.0% 0.06% 0.0%
      IBM C 0.0% 1.45% 0.0%
      IFF D 0.0% 0.1% 0.0%
      ILMN C 0.0% 0.07% 0.0%
      INTC C 0.0% 2.33% 0.0%
      IP A 0.0% 0.34% 0.0%
      ITW B 0.0% 0.25% 0.0%
      JCI B 0.0% 0.45% 0.0%
      JNJ C 0.0% 2.55% 0.0%
      JNPR D 0.0% 0.16% 0.0%
      JPM A 0.0% 3.18% 0.0%
      K A 0.0% 0.14% 0.0%
      KDP F 0.0% 0.11% 0.0%
      KEYS A 0.0% 0.09% 0.0%
      KIM A 0.0% 0.05% 0.0%
      KLAC F 0.0% 0.18% 0.0%
      KMB C 0.0% 0.23% 0.0%
      KO D 0.0% 0.78% 0.0%
      KSS F 0.0% 0.12% 0.0%
      LEA F 0.0% 0.07% 0.0%
      LH B 0.0% 0.15% 0.0%
      LIN C 0.0% 0.91% 0.0%
      LLY F 0.0% 0.6% 0.0%
      LNC C 0.0% 0.07% 0.0%
      LOW C 0.0% 0.95% 0.0%
      LRCX F 0.0% 0.43% 0.0%
      MA B 0.0% 0.63% 0.0%
      MAA B 0.0% 0.06% 0.0%
      MAR A 0.0% 0.23% 0.0%
      MCHP F 0.01% 0.05% 0.01%
      MCK A 0.0% 0.34% 0.0%
      MCO B 0.0% 0.13% 0.0%
      MDLZ F 0.0% 0.24% 0.0%
      MET A 0.0% 0.55% 0.0%
      MHK D 0.0% 0.04% 0.0%
      MMM D 0.0% 0.88% 0.0%
      MOS F 0.0% 0.17% 0.0%
      MRK D 0.0% 1.39% 0.0%
      MRVL B 0.0% 0.11% 0.0%
      MSFT D 0.0% 4.52% 0.0%
      MSI B 0.0% 0.17% 0.0%
      MU D 0.0% 0.84% 0.0%
      NDAQ A 0.0% 0.05% 0.0%
      NEM D 0.0% 0.36% 0.0%
      NKE F 0.0% 0.4% 0.0%
      NTAP C 0.0% 0.22% 0.0%
      NTRS A 0.0% 0.06% 0.0%
      NVDA B 0.0% 0.88% 0.0%
      O C 0.0% 0.01% 0.0%
      OC A 0.0% 0.17% 0.0%
      OMC C 0.0% 0.12% 0.0%
      ORCL A 0.0% 1.33% 0.0%
      ORLY B 0.0% 0.04% 0.0%
      OTIS C 0.0% 0.09% 0.0%
      PEP F 0.0% 0.24% 0.0%
      PFE F 0.0% 1.92% 0.0%
      PFG D 0.0% 0.16% 0.0%
      PG C 0.0% 2.18% 0.0%
      PGR A 0.0% 0.2% 0.0%
      PKG A 0.0% 0.12% 0.0%
      PLD F 0.0% 0.06% 0.0%
      PPG F 0.0% 0.17% 0.0%
      PRU A 0.0% 0.4% 0.0%
      PVH C 0.0% 0.09% 0.0%
      PYPL B 0.0% 0.51% 0.0%
      QCOM F 0.0% 1.29% 0.0%
      ROK C 0.0% 0.04% 0.0%
      RSG A 0.0% 0.03% 0.0%
      SHW B 0.0% 0.13% 0.0%
      SJM D 0.0% 0.07% 0.0%
      SPGI C 0.0% 0.08% 0.0%
      STT B 0.0% 0.21% 0.0%
      SWK D 0.0% 0.09% 0.0%
      SYK B 0.0% 0.09% 0.0%
      SYY D 0.0% 0.2% 0.0%
      T A 0.0% 1.86% 0.0%
      TGT F 0.0% 0.91% 0.0%
      TJX A 0.0% 0.38% 0.0%
      TMUS B 0.0% 0.37% 0.0%
      TPR B 0.0% 0.11% 0.0%
      TSCO D 0.0% 0.09% 0.0%
      TSN B 0.0% 0.05% 0.0%
      TXN C 0.0% 0.7% 0.0%
      UNH B 0.0% 0.5% 0.0%
      UPS C 0.0% 0.42% 0.0%
      V A 0.0% 0.86% 0.0%
      VFC C 0.0% 0.16% 0.0%
      VTR B 0.0% 0.18% 0.0%
      VZ C 0.0% 1.29% 0.0%
      WAB B 0.0% 0.07% 0.0%
      WBA F 0.0% 0.08% 0.0%
      WELL A 0.0% 0.26% 0.0%
      WFC A 0.0% 2.2% 0.0%
      WHR B 0.0% 0.17% 0.0%
      WM B 0.0% 0.35% 0.0%
      WU F 0.0% 0.03% 0.0%
      WY F 0.0% 0.21% 0.0%
      ZTS D 0.0% 0.11% 0.0%
      SCHZ Overweight 353 Positions Relative to RAFE
      Symbol Grade Weight
      WIT B 0.08%
      NOW A 0.01%
      UHS D 0.01%
      DLTR F 0.01%
      STLA F 0.01%
      EDC F 0.01%
      CTS C 0.01%
      MDT D 0.01%
      DT D 0.01%
      COO D 0.0%
      VLY B 0.0%
      OCSL F 0.0%
      WBS A 0.0%
      SAN D 0.0%
      SIGI C 0.0%
      SAVE F 0.0%
      GXO B 0.0%
      SAFE F 0.0%
      EPRT B 0.0%
      SUI C 0.0%
      VNO C 0.0%
      SKT A 0.0%
      ALB B 0.0%
      CBT D 0.0%
      COKE C 0.0%
      CACC D 0.0%
      FAF A 0.0%
      TKR D 0.0%
      THG A 0.0%
      TEL B 0.0%
      PRE D 0.0%
      AVA A 0.0%
      VMI B 0.0%
      WRB A 0.0%
      TME D 0.0%
      FTNT C 0.0%
      KMPR A 0.0%
      FLO D 0.0%
      DAL B 0.0%
      NEU D 0.0%
      BC C 0.0%
      PSEC D 0.0%
      STE D 0.0%
      PWR A 0.0%
      GBDC D 0.0%
      XRAY F 0.0%
      CHH A 0.0%
      AIZ A 0.0%
      AMH C 0.0%
      BDN C 0.0%
      JD D 0.0%
      LAZ B 0.0%
      KEX B 0.0%
      EPR C 0.0%
      HOG D 0.0%
      HP C 0.0%
      ROST D 0.0%
      SBRA C 0.0%
      MCY A 0.0%
      NFG A 0.0%
      BKU A 0.0%
      KMT B 0.0%
      CHRW B 0.0%
      SCS C 0.0%
      DRI B 0.0%
      AVY F 0.0%
      INVH D 0.0%
      REXR F 0.0%
      HR B 0.0%
      RS B 0.0%
      IDA A 0.0%
      EXP B 0.0%
      XYL D 0.0%
      LXP D 0.0%
      BCSF C 0.0%
      PDM D 0.0%
      SLG B 0.0%
      SNV C 0.0%
      GSBD F 0.0%
      ADC A 0.0%
      ZION B 0.0%
      INGR C 0.0%
      NVR D 0.0%
      WTRG B 0.0%
      OSK C 0.0%
      CE F 0.0%
      AGO B 0.0%
      EG C 0.0%
      NHI D 0.0%
      TRMB B 0.0%
      SITC D 0.0%
      OPI F 0.0%
      G B 0.0%
      AYI B 0.0%
      STLD B 0.0%
      CTRA B 0.0%
      MAIN A 0.0%
      MTB A 0.0%
      HUBB B 0.0%
      CUBE C 0.0%
      ORI A 0.0%
      H B 0.0%
      WEC A 0.0%
      VRSN C 0.0%
      HII F 0.0%
      RPM A 0.0%
      SWX B 0.0%
      ESGR B 0.0%
      OGE A 0.0%
      HPP F 0.0%
      PNR A 0.0%
      VNT C 0.0%
      LII A 0.0%
      WB D 0.0%
      FMC D 0.0%
      FRT B 0.0%
      PCAR B 0.0%
      NWE B 0.0%
      OGS A 0.0%
      FHN A 0.0%
      SWKS F 0.0%
      NVT B 0.0%
      SNA A 0.0%
      GL C 0.0%
      NNN C 0.0%
      RL C 0.0%
      URI C 0.0%
      EFX F 0.0%
      AGR A 0.0%
      AMG B 0.0%
      R B 0.0%
      AJG A 0.0%
      L A 0.0%
      AWH F 0.0%
      AN C 0.0%
      RNR C 0.0%
      PHM D 0.0%
      PSA C 0.0%
      BEN C 0.0%
      SF B 0.0%
      AXS A 0.0%
      JBLU F 0.0%
      CTAS B 0.0%
      UNM A 0.0%
      VMC B 0.0%
      HIW C 0.0%
      DSS F 0.0%
      FNF B 0.0%
      AES F 0.0%
      AMCR C 0.0%
      LEN D 0.0%
      MKL A 0.0%
      REG A 0.0%
      IPG D 0.0%
      GP F 0.0%
      EMR B 0.0%
      RF A 0.0%
      EE A 0.0%
      BR A 0.0%
      EVRG A 0.0%
      IEX C 0.0%
      FLS B 0.0%
      AFG A 0.0%
      CMA B 0.0%
      ALLE C 0.0%
      LEG F 0.0%
      HRB D 0.0%
      CNO B 0.0%
      CNH C 0.0%
      DOC C 0.0%
      KRG B 0.0%
      BWA D 0.0%
      MKC C 0.0%
      IVZ B 0.0%
      WLK D 0.0%
      CBOE C 0.0%
      JBL C 0.0%
      LDOS C 0.0%
      KRC B 0.0%
      AFL B 0.0%
      RJF A 0.0%
      DHI F 0.0%
      CNA C 0.0%
      RGA A 0.0%
      CPT B 0.0%
      NOV C 0.0%
      GLPI C 0.0%
      LHX C 0.0%
      MRO B 0.0%
      APH A 0.0%
      DLR B 0.0%
      JBHT C 0.0%
      SON F 0.0%
      ARE F 0.0%
      FSK A 0.0%
      REGN F 0.0%
      CSL C 0.0%
      BRO B 0.0%
      FTV C 0.0%
      WPC C 0.0%
      WEST C 0.0%
      VOYA B 0.0%
      TXT D 0.0%
      EMN C 0.0%
      INTU B 0.0%
      SNX D 0.0%
      SCHW B 0.0%
      CINF A 0.0%
      CNP A 0.0%
      BKH A 0.0%
      PH A 0.0%
      TMO F 0.0%
      CFG B 0.0%
      AAL B 0.0%
      MAS D 0.0%
      RPRX D 0.0%
      SRE A 0.0%
      CME B 0.0%
      VRSK A 0.0%
      SYF B 0.0%
      LNT A 0.0%
      LYB F 0.0%
      MLM C 0.0%
      TDY B 0.0%
      CMS C 0.0%
      PPL A 0.0%
      EOG A 0.0%
      ACGL C 0.0%
      APTV F 0.0%
      XEL A 0.0%
      BIDU F 0.0%
      HBAN A 0.0%
      AON A 0.0%
      AEP C 0.0%
      GLW B 0.0%
      NUE C 0.0%
      ETR B 0.0%
      OKE A 0.0%
      ROP B 0.0%
      BLK B 0.0%
      KR B 0.0%
      LUV C 0.0%
      TT A 0.0%
      MPC D 0.0%
      GD D 0.0%
      HES B 0.0%
      ATO A 0.0%
      PEG A 0.0%
      CAF D 0.0%
      STZ D 0.0%
      FE C 0.0%
      NXPI D 0.0%
      JEF A 0.0%
      NSC B 0.0%
      CP F 0.0%
      BKNG A 0.0%
      ICE C 0.0%
      BERY C 0.0%
      BRX A 0.0%
      CLX A 0.0%
      LVS B 0.0%
      GPN B 0.0%
      DVN F 0.0%
      BHF C 0.0%
      SLB C 0.0%
      ES C 0.0%
      FANG C 0.0%
      ARCC A 0.0%
      ZBH C 0.0%
      SCCO F 0.0%
      OHI C 0.0%
      BG D 0.0%
      COE C 0.0%
      PAA B 0.0%
      KOF F 0.0%
      MMC B 0.0%
      UDR B 0.0%
      DTE C 0.0%
      HON C 0.0%
      BMO A 0.0%
      BNS A 0.0%
      AZO C 0.0%
      EPD A 0.0%
      AL B 0.0%
      CSX C 0.0%
      SPG A 0.0%
      COST A 0.0%
      NI A 0.0%
      SBUX A 0.0%
      BXP C 0.0%
      TAP C 0.0%
      TRV B 0.0%
      PNC B 0.0%
      HAL C 0.0%
      PNW A 0.0%
      CM A 0.0%
      VLO C 0.0%
      DB D 0.0%
      MPLX A 0.0%
      USB A 0.0%
      D C 0.0%
      ADSK A 0.0%
      MP C 0.0%
      RY A 0.0%
      DUK C 0.0%
      SO C 0.0%
      NEE C 0.0%
      ED C 0.0%
      UNP C 0.0%
      CB C 0.0%
      WMB A 0.0%
      ETN A 0.0%
      AEE A 0.0%
      EXPE B 0.0%
      NOC D 0.0%
      PSX C 0.0%
      AIG B 0.0%
      TFC A 0.0%
      GOOGL C 0.0%
      KMI A 0.0%
      AER A 0.0%
      BABA D 0.0%
      UAL A 0.0%
      PM B 0.0%
      ALLY C 0.0%
      LMT D 0.0%
      EXC C 0.0%
      EQNR C 0.0%
      MUFG B 0.0%
      CAT B 0.0%
      KEY B 0.0%
      MO A 0.0%
      NWG A 0.0%
      DFS B 0.0%
      MCD D 0.0%
      BHP F 0.0%
      RTX D 0.0%
      XOM B 0.0%
      PCG A 0.0%
      CVX A 0.0%
      TD D 0.0%
      AMZN C 0.0%
      WMT A 0.0%
      COP C 0.0%
      VOD F 0.0%
      HSBC A 0.0%
      GSK F 0.0%
      COF C 0.0%
      MS A 0.0%
      CHTR C 0.0%
      AZN F 0.0%
      BA F 0.0%
      GE D 0.0%
      SCHZ Underweight 51 Positions Relative to RAFE
      Symbol Grade Weight
      META D -0.98%
      F C -0.92%
      ACN B -0.78%
      ELV F -0.76%
      TSLA B -0.39%
      WDC D -0.3%
      CBRE B -0.3%
      LUMN C -0.22%
      GEHC D -0.22%
      FI A -0.22%
      PARA C -0.18%
      JLL D -0.18%
      KHC F -0.17%
      IRM C -0.15%
      CTSH B -0.15%
      BALL F -0.13%
      DVA C -0.13%
      HLT A -0.12%
      ISRG A -0.11%
      COR B -0.11%
      CNC D -0.11%
      FAST B -0.1%
      CDW F -0.09%
      PAYX B -0.09%
      WAT C -0.09%
      TROW B -0.09%
      GAP C -0.09%
      TER F -0.08%
      ON D -0.08%
      HOLX D -0.08%
      SNPS B -0.07%
      LKQ F -0.07%
      VTRS A -0.07%
      SOLV D -0.07%
      USFD A -0.07%
      AKAM D -0.06%
      NWSA A -0.06%
      NFLX A -0.06%
      KD B -0.05%
      AMD F -0.05%
      GT C -0.05%
      NWL C -0.04%
      XRX F -0.04%
      HSIC C -0.04%
      FL F -0.04%
      AGCO D -0.03%
      OGN F -0.03%
      GEN B -0.03%
      ANET C -0.02%
      MAN F -0.02%
      M F -0.02%

      SCHZ: Top Represented Industries & Keywords

      Industries: Utilities - Regulated Electric Banks - Regional - US Asset Management Diversified Industrials Insurance - Property & Casualty Banks - Global REIT - Retail Credit Services Drug Manufacturers - Major REIT - Office Specialty Chemicals Business Services Packaged Foods Semiconductors Specialty Retail Utilities - Diversified Insurance - Life REIT - Residential Capital Markets Diagnostics & Research
      Keywords: S&P 500 Nasdaq 100 Insurance Natural Gas Real Estate Investment Trust Bank Electricity Dow Jones Component Banking Insurance Products Electronics Chemical Investment Bank Computing Mining Aerospace Financial Products Cash Management Disability Plastic

      RAFE: Top Represented Industries & Keywords

      Industries: Semiconductors Drug Manufacturers - Major Information Technology Services Packaged Foods Diagnostics & Research Health Care Plans Household & Personal Products Software - Application Specialty Retail Asset Management Business Services Credit Services Diversified Industrials Specialty Chemicals Telecom Services Banks - Global Chemicals Communication Equipment Insurance - Life Medical Devices
      Keywords: S&P 500 Nasdaq 100 Dow Jones Component Computing Insurance Semiconductor Medicine Telecommunications Integrated Circuits Mobile Devices Real Estate Investment Trust Cloud Computing Department Store Information And Communications Technology Bank Disease Electronics Pharmaceutical Products Aerospace Banking
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