SAEF vs. BEDZ ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to AdvisorShares Hotel ETF (BEDZ)
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
BEDZ
AdvisorShares Hotel ETF
BEDZ Description
The investment seeks long-term capital appreciation. The fund is an actively ETF that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of companies that derive at least 50% of their net revenue from the hotel business. It may also invest in companies involved in other lodging and travel-related services. The fund invests primarily in U.S. exchange listed equity securities, including common and preferred stock and ?ADRs. It is non-diversified.Grade (RS Rating)
Last Trade
$27.65
Average Daily Volume
352
24
Performance
| Period | SAEF | BEDZ |
|---|---|---|
| 30 Days | -1.85% | -0.45% |
| 60 Days | -0.18% | -3.66% |
| 90 Days | -1.37% | -7.32% |
| 12 Months | 7.70% | 12.00% |
1 Overlapping Holdings
| Symbol | Grade | Weight in SAEF | Weight in BEDZ | Overlap | |
|---|---|---|---|---|---|
| NCLH | C | 3.76% | 4.96% | 3.76% |
SAEF Overweight 56 Positions Relative to BEDZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| 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% |
SAEF Underweight 23 Positions Relative to BEDZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| EXPE | C | -5.59% | |
| BKNG | B | -5.57% | |
| TH | D | -5.48% | |
| TCOM | C | -5.47% | |
| RCL | B | -5.21% | |
| IHG | B | -4.95% | |
| XHR | D | -4.87% | |
| APLE | D | -4.43% | |
| HST | D | -4.39% | |
| MGM | B | -4.37% | |
| MAR | C | -4.2% | |
| HLT | B | -4.19% | |
| RHP | D | -4.05% | |
| VICI | D | -4.03% | |
| BYD | C | -4.01% | |
| WH | C | -3.63% | |
| PLYA | D | -3.16% | |
| TRIP | F | -3.16% | |
| GLPI | B | -2.74% | |
| PK | D | -2.69% | |
| H | C | -2.46% | |
| ABNB | B | -1.75% | |
| GHG | F | -0.28% |
SAEF: Top Represented Industries & Keywords
BEDZ: Top Represented Industries & Keywords
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