FXED vs. SAEF ETF Comparison
Comparison of Sound Enhanced Fixed Income ETF (FXED) to Schwab Ariel ESG ETF (SAEF)
FXED
Sound Enhanced Fixed Income ETF
FXED Description
Under normal market conditions, the fund will invest at least 80% of its net assets in fixed income securities. The fund's investments in fixed income securities will typically include U.S. corporate bonds, preferred stock and ETFs that invest in bonds, sovereign debt, and private placement debt securities. It may also invest in fixed income securities issued by U.S. and foreign corporations, securities issued by governments and their agencies, instrumentalities, or sponsored corporations, including supranational organizations. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$19.21
Average Daily Volume
7,524
8
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
56
Performance
| Period | FXED | SAEF |
|---|---|---|
| 30 Days | 1.87% | 0.29% |
| 60 Days | 4.25% | 7.37% |
| 90 Days | 5.02% | 10.73% |
| 12 Months | 21.19% | 32.60% |
0 Overlapping Holdings
| Symbol | Grade | Weight in FXED | Weight in SAEF | Overlap |
|---|
FXED Underweight 56 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% | |
| CRL | F | -1.93% | |
| 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% | |
| IPG | C | -1.25% | |
| 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% | |
| SJM | C | -0.75% | |
| SRCL | B | -0.75% | |
| PARA | F | -0.61% | |
| NVST | D | -0.53% | |
| PHIN | C | -0.26% |
FXED: Top Represented Industries & Keywords
SAEF: Top Represented Industries & Keywords
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