HYSA vs. SAEF ETF Comparison

Comparison of BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) to Schwab Ariel ESG ETF (SAEF)

HYSA

BondBloxx USD High Yield Bond Sector Rotation ETF

HYSA Description

The fund is "actively managed" and does not seek to replicate the performance of a specified index. The fund is newly organized and operates as a "fund of funds," meaning that it primarily invests its assets in securities of other ETFs. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$15.27

Average Daily Volume

8,214

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

$29.19

Average Daily Volume

2,779

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HYSA	SAEF
30 Days	1.18%	10.10%
60 Days	0.63%	9.96%
90 Days	2.34%	12.41%
12 Months	11.68%	40.87%

0 Overlapping Holdings

	Symbol	Grade	Weight in HYSA	Weight in SAEF	Overlap

HYSA Overweight 7 Positions Relative to SAEF

Symbol	Grade	Weight
XHYI	A	24.03%
XHYT	A	20.8%
XHYF	A	13.73%
XHYC	A	13.68%
XHYD	A	9.56%
XHYE	A	9.49%
XHYH	A	7.85%

HYSA Underweight 57 Positions Relative to SAEF

Symbol	Grade	Weight
OSW	B	-4.39%
BCO	D	-4.21%
NCLH	B	-3.64%
FI	A	-3.4%
LIND	C	-3.32%
KKR	A	-2.42%
FAF	B	-2.41%
GNRC	B	-2.41%
ZBRA	A	-2.3%
NVT	B	-2.29%
JLL	B	-2.28%
GS	A	-2.24%
REZI	B	-2.14%
NTRS	A	-2.09%
FICO	A	-2.08%
PBH	B	-2.04%
MAT	D	-1.81%
KMT	C	-1.8%
CBRE	A	-1.79%
CRL	D	-1.78%
GNTX	C	-1.76%
MIDD	B	-1.71%
KEYS	B	-1.65%
LFUS	D	-1.57%
WEX	D	-1.54%
KN	B	-1.53%
MTB	B	-1.53%
DNB	B	-1.5%
AXTA	B	-1.41%
MSI	B	-1.41%
MANU	C	-1.41%
NVST	C	-1.31%
MAS	D	-1.29%
BIO	D	-1.28%
MSGS	A	-1.26%
ZBH	C	-1.25%
ADTN	B	-1.24%
LH	B	-1.23%
MHK	D	-1.22%
IPG	C	-1.22%
SSD	C	-1.21%
ST	D	-1.21%
SNA	A	-1.19%
BRC	C	-1.16%
ATGE	B	-1.15%
AFL	A	-1.13%
MSGE	D	-1.1%
BWA	D	-1.09%
KMX	B	-0.98%
KFY	B	-0.97%
SJM	C	-0.94%
PGR	A	-0.92%
REYN	D	-0.91%
LESL	F	-0.86%
HCKT	B	-0.83%
PARA	D	-0.56%
PHIN	B	-0.28%

HYSA: Top Represented Industries & Keywords

Industries:

Keywords: Bond Corporate Bond High Yield Debt Exchange Traded Funds Synthetic Replication Yield Banking Electronics Energy Sector Exchange Traded Fund Gas Distribution Health Services Healthcare Sector Investment Trust Oil Refining Real Estate Development Real Estate Investment Trust SPDR Telecommunications