EQUL vs. SAEF ETF Comparison

Comparison of IQ Engender Equality ETF (EQUL) to Schwab Ariel ESG ETF (SAEF)

EQUL

IQ Engender Equality ETF

EQUL Description

The EQUL IQ Engender Equality ETF tracks the Solactive Equileap U.S. Gender Equality Index, which is designed to deliver exposure to global companies that promote gender equality and are committed to women’s empowerment through equal compensation and gender balance in leadership and the workforce.

Grade (RS Rating)

Last Trade

$26.81

Average Daily Volume

Number of Holdings ^*

* may have additional holdings in another (foreign) market

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

$26.21

Average Daily Volume

3,726

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	EQUL	SAEF
30 Days	1.15%	0.29%
60 Days	8.07%	7.37%
90 Days	9.05%	10.73%
12 Months	32.32%	32.60%

4 Overlapping Holdings

Symbol	Grade	Weight in EQUL	Weight in SAEF	Overlap
CRL	F	1.14%	1.93%	1.14%
IPG	C	1.29%	1.25%	1.25%
PARA	F	1.27%	0.61%	0.61%
SJM	C	1.3%	0.75%	0.75%

EQUL Overweight 71 Positions Relative to SAEF

Symbol	Grade	Weight
VFC	B	1.71%
K	B	1.69%
Z	C	1.65%
AFRM	C	1.63%
PYPL	C	1.6%
DASH	A	1.55%
GLOB	B	1.5%
ACN	B	1.5%
BLK	A	1.49%
BK	C	1.49%
CMI	B	1.48%
EBAY	A	1.48%
WEX	C	1.47%
BMY	B	1.47%
WELL	C	1.47%
ILMN	B	1.47%
ADSK	B	1.46%
CLX	B	1.46%
MCD	A	1.45%
MET	A	1.44%
CRM	B	1.44%
EXPE	B	1.44%
AXP	A	1.44%
SPGI	C	1.43%
HAS	A	1.42%
GTLB	D	1.4%
MCO	D	1.4%
HALO	D	1.39%
WTW	B	1.38%
ZTS	C	1.38%
KO	C	1.38%
MDLZ	C	1.37%
GIS	C	1.37%
META	A	1.36%
VZ	A	1.36%
HOLX	D	1.35%
MA	A	1.34%
HLT	A	1.34%
IFF	C	1.34%
NYT	A	1.34%
AWK	B	1.34%
JNJ	D	1.34%
UBER	C	1.32%
BSX	A	1.31%
SCI	C	1.31%
PRU	C	1.29%
ECL	B	1.29%
CNC	F	1.29%
INTU	F	1.29%
ESS	C	1.28%
C	B	1.26%
MAR	B	1.26%
PEP	D	1.25%
PG	C	1.25%
BAC	D	1.22%
YUM	A	1.22%
VRSK	D	1.21%
DOW	B	1.2%
WFC	D	1.19%
XYL	C	1.18%
GM	D	1.18%
COTY	F	1.16%
ETSY	F	1.15%
LYFT	D	1.13%
HUBS	D	1.11%
F	D	1.1%
MRK	F	1.06%
BMRN	F	1.02%
BIIB	F	1.01%
PINS	D	0.91%
WBA	F	0.66%

EQUL Underweight 52 Positions Relative to SAEF

Symbol	Grade	Weight
OSW	C	-4.31%
BCO	C	-3.61%
LIND	D	-3.51%
NCLH	C	-3.48%
NVT	D	-3.04%
KKR	A	-2.85%
GS	C	-2.5%
ZBRA	A	-2.43%
REZI	D	-2.32%
FICO	A	-2.29%
GNRC	B	-2.24%
PBH	D	-2.18%
NTRS	C	-2.17%
FAF	B	-2.05%
GNTX	D	-1.97%
JLL	B	-1.93%
MTB	C	-1.83%
CBRE	A	-1.77%
LFUS	C	-1.69%
MSI	A	-1.64%
KN	C	-1.63%
KMT	C	-1.61%
KEYS	B	-1.59%
MAT	D	-1.57%
ATGE	D	-1.56%
AXTA	C	-1.48%
ADTN	B	-1.45%
ZBH	F	-1.41%
ST	F	-1.41%
MANU	F	-1.39%
MSGS	A	-1.27%
AFL	A	-1.27%
DNB	D	-1.2%
SNA	A	-1.2%
SSD	B	-1.19%
MAS	A	-1.15%
BRC	C	-1.11%
BWA	B	-1.08%
MIDD	D	-1.06%
KMX	F	-1.04%
PGR	C	-0.99%
PDCO	F	-0.99%
MSGE	A	-0.97%
KFY	C	-0.96%
HCKT	C	-0.94%
LESL	F	-0.94%
BIO	B	-0.93%
REYN	D	-0.91%
MHK	B	-0.83%
SRCL	B	-0.75%
NVST	D	-0.53%
PHIN	C	-0.26%