PBE vs. SAEF ETF Comparison
Comparison of PowerShares Dynamic Biotech & Genome (PBE) to Schwab Ariel ESG ETF (SAEF)
PBE
PowerShares Dynamic Biotech & Genome
PBE Description
The PowerShares Dynamic Biotechnology & Genome Portfolio (Fund) is based on the Dynamic Biotech & Genome IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index is designed to provide capital appreciation by thoroughly evaluating companies based on a variety of investment merit criteria, including price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 30 US biotechnology and genome companies. These are companies that are principally engaged in the research, development, manufacture and marketing and distribution of various biotechnological products, services and processes and companies that benefit significantly from scientific and technological advances biotechnology and genetic engineering and reseach. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$64.59
Average Daily Volume
7,336
30
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
$23.52
Average Daily Volume
1,384
57
Performance
| Period | PBE | SAEF |
|---|---|---|
| 30 Days | 0.34% | -1.85% |
| 60 Days | 1.67% | -0.18% |
| 90 Days | 2.81% | -1.37% |
| 12 Months | 7.61% | 7.70% |
0 Overlapping Holdings
| Symbol | Grade | Weight in PBE | Weight in SAEF | Overlap |
|---|
PBE Overweight 30 Positions Relative to SAEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| BMRN | C | 5.45% | |
| REGN | B | 5.24% | |
| GILD | C | 5.23% | |
| INCY | D | 5.2% | |
| VRTX | B | 5.13% | |
| AMGN | B | 5.07% | |
| ILMN | D | 4.92% | |
| NBIX | C | 4.64% | |
| IONS | B | 3.32% | |
| HALO | B | 3.17% | |
| UTHR | B | 3.12% | |
| MNKD | C | 3.03% | |
| EXEL | C | 2.93% | |
| ITCI | C | 2.86% | |
| TGTX | B | 2.82% | |
| BPMC | A | 2.81% | |
| IRWD | F | 2.79% | |
| MYGN | B | 2.76% | |
| VCYT | C | 2.71% | |
| DVAX | D | 2.62% | |
| VCEL | C | 2.59% | |
| QGEN | D | 2.53% | |
| PTCT | D | 2.52% | |
| COLL | C | 2.5% | |
| OPK | D | 2.45% | |
| TECH | D | 2.4% | |
| CPRX | D | 2.4% | |
| SAGE | F | 2.37% | |
| XNCR | F | 2.17% | |
| RGEN | F | 2.14% |
PBE 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 | D | -2.89% | |
| REZI | D | -2.58% | |
| ZBRA | C | -2.48% | |
| CRL | F | -2.45% | |
| NTRS | C | -2.23% | |
| GS | A | -2.23% | |
| PBH | C | -2.22% | |
| FICO | A | -2.08% | |
| GNRC | C | -2.07% | |
| GNTX | D | -2.05% | |
| CBRE | C | -1.87% | |
| FAF | D | -1.85% | |
| MAT | F | -1.85% | |
| JLL | B | -1.78% | |
| MTB | C | -1.7% | |
| ZBH | D | -1.66% | |
| LFUS | C | -1.55% | |
| KEYS | D | -1.53% | |
| KN | D | -1.48% | |
| MSI | B | -1.46% | |
| AXTA | D | -1.45% | |
| KMT | F | -1.45% | |
| LESL | F | -1.42% | |
| SSD | F | -1.4% | |
| IPG | F | -1.36% | |
| MIDD | F | -1.35% | |
| ST | C | -1.35% | |
| SNA | F | -1.32% | |
| MSGE | D | -1.32% | |
| MAS | D | -1.31% | |
| LH | C | -1.3% | |
| PGR | B | -1.28% | |
| DNB | F | -1.26% | |
| ADTN | D | -1.25% | |
| KMX | C | -1.2% | |
| MSGS | B | -1.2% | |
| AFL | B | -1.18% | |
| ATGE | A | -1.14% | |
| BWA | F | -1.13% | |
| SRCL | B | -1.12% | |
| PDCO | F | -1.1% | |
| HCKT | D | -1.02% | |
| BRC | B | -0.97% | |
| MANU | D | -0.95% | |
| MHK | D | -0.92% | |
| KFY | B | -0.91% | |
| REYN | D | -0.9% | |
| BIO | D | -0.84% | |
| NVST | F | -0.66% | |
| SJM | D | -0.49% | |
| PARA | C | -0.36% | |
| PHIN | D | -0.25% |
PBE: Top Represented Industries & Keywords
SAEF: Top Represented Industries & Keywords
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