EWC vs. SAEF ETF Comparison

Comparison of iShares MSCI Canada Index Fund (EWC) to Schwab Ariel ESG ETF (SAEF)

EWC

iShares MSCI Canada Index Fund

EWC Description

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI Canada Index. The fund will at all times invest at least 90% of its assets in the securities of its underlying index and in depositary receipts ("DRs") representing securities in its underlying index. The underlying index consists of stocks traded primarily on the Toronto Stock Exchange. Components primarily include energy, financial and materials companies.

Grade (RS Rating)

Last Trade

$37.83

Average Daily Volume

1,752,586

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

$23.69

Average Daily Volume

1,365

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	EWC	SAEF
30 Days	0.65%	-0.54%
60 Days	1.64%	1.61%
90 Days	0.41%	-0.02%
12 Months	9.94%	6.53%

0 Overlapping Holdings

	Symbol	Grade	Weight in EWC	Weight in SAEF	Overlap

EWC Overweight 4 Positions Relative to SAEF

Symbol	Grade	Weight
CNI	D	3.3%
GOLD	C	1.52%
GIB	C	1.06%
DOOO	D	0.12%

EWC Underweight 57 Positions Relative to SAEF

Symbol	Grade	Weight
NCLH	C	-3.76%
OSW	B	-3.59%
LIND	B	-3.29%
BCO	B	-3.15%
KKR	C	-3.09%
NVT	C	-2.89%
REZI	D	-2.58%
ZBRA	C	-2.48%
CRL	F	-2.45%
NTRS	B	-2.23%
GS	A	-2.23%
PBH	C	-2.22%
FICO	A	-2.08%
GNRC	C	-2.07%
GNTX	C	-2.05%
CBRE	C	-1.87%
FAF	D	-1.85%
MAT	F	-1.85%
JLL	B	-1.78%
MTB	B	-1.7%
ZBH	F	-1.66%
LFUS	C	-1.55%
KEYS	F	-1.53%
KN	D	-1.48%
MSI	B	-1.46%
AXTA	C	-1.45%
KMT	F	-1.45%
LESL	F	-1.42%
SSD	F	-1.4%
IPG	F	-1.36%
MIDD	F	-1.35%
ST	D	-1.35%
SNA	F	-1.32%
MSGE	D	-1.32%
MAS	D	-1.31%
LH	C	-1.3%
PGR	B	-1.28%
DNB	D	-1.26%
ADTN	F	-1.25%
KMX	B	-1.2%
MSGS	B	-1.2%
AFL	B	-1.18%
ATGE	A	-1.14%
BWA	F	-1.13%
SRCL	A	-1.12%
PDCO	F	-1.1%
HCKT	D	-1.02%
BRC	B	-0.97%
MANU	F	-0.95%
MHK	D	-0.92%
KFY	B	-0.91%
REYN	D	-0.9%
BIO	F	-0.84%
NVST	F	-0.66%
SJM	F	-0.49%
PARA	D	-0.36%
PHIN	C	-0.25%