SAEF vs. BLCR ETF Comparison

Comparison of Schwab Ariel ESG ETF (SAEF) to BlackRock Large Cap Core ETF (BLCR)
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

$26.69

Average Daily Volume

2,194

Number of Holdings *

58

* may have additional holdings in another (foreign) market
BLCR

BlackRock Large Cap Core ETF

BLCR Description Under normal circumstances, the fund invests at least 80% of its net assets plus the amount of any borrowings for investment purposes in large cap equity securities and derivatives that have similar economic characteristics to such securities. The fund primarily seeks to buy common stock and may also invest in preferred stock and convertible securities. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$31.54

Average Daily Volume

515

Number of Holdings *

50

* may have additional holdings in another (foreign) market
Performance
Period SAEF BLCR
30 Days 1.84% -0.88%
60 Days 2.14% -1.48%
90 Days 9.35% 4.44%
12 Months 38.53% 25.27%
2 Overlapping Holdings
Symbol Grade Weight in SAEF Weight in BLCR Overlap
DNB B 1.2% 1.17% 1.17%
ZBRA A 2.43% 1.62% 1.62%
SAEF Overweight 56 Positions Relative to BLCR
Symbol Grade Weight
OSW A 4.31%
BCO D 3.61%
LIND D 3.51%
NCLH A 3.48%
FI A 3.15%
NVT D 3.04%
KKR B 2.85%
GS B 2.5%
REZI C 2.32%
FICO B 2.29%
GNRC A 2.24%
PBH A 2.18%
NTRS B 2.17%
FAF D 2.05%
GNTX B 1.97%
CRL F 1.93%
JLL B 1.93%
MTB B 1.83%
CBRE A 1.77%
LFUS D 1.69%
MSI B 1.64%
KN C 1.63%
KMT B 1.61%
KEYS C 1.59%
MAT A 1.57%
ATGE A 1.56%
AXTA A 1.48%
ADTN B 1.45%
ZBH C 1.41%
ST F 1.41%
MANU B 1.39%
MSGS A 1.27%
AFL D 1.27%
LH A 1.25%
IPG F 1.25%
SNA A 1.2%
SSD F 1.19%
MAS D 1.15%
BRC D 1.11%
BWA D 1.08%
MIDD F 1.06%
KMX F 1.04%
PGR D 0.99%
PDCO F 0.99%
MSGE C 0.97%
KFY C 0.96%
HCKT D 0.94%
LESL F 0.94%
BIO A 0.93%
REYN F 0.91%
MHK D 0.83%
SJM F 0.75%
SRCL A 0.75%
PARA C 0.61%
NVST A 0.53%
PHIN C 0.26%
SAEF Underweight 48 Positions Relative to BLCR
Symbol Grade Weight
MSFT D -8.01%
AMZN A -5.81%
NVDA B -4.14%
AAPL C -4.13%
META B -3.82%
GOOGL A -3.19%
MRVL A -2.86%
ICE C -2.81%
BRK.A D -2.74%
CIEN B -2.41%
APD B -2.26%
CMCSA A -2.21%
JPM A -2.12%
CAH B -2.11%
SNY D -2.04%
AMD F -2.01%
FTV F -1.9%
CCI D -1.83%
CTVA A -1.81%
EA A -1.79%
NVO F -1.73%
DFS A -1.72%
CTSH D -1.66%
THC C -1.53%
WAB B -1.5%
HON B -1.49%
TMO D -1.38%
MU C -1.35%
RGA C -1.27%
AMAT F -1.26%
DLTR F -1.23%
HUM F -1.23%
RTX C -1.21%
AVTR F -1.18%
FNF C -1.13%
ELV F -1.12%
UBER C -1.08%
OTIS B -1.08%
TKO D -1.07%
COP D -1.06%
BP F -1.05%
APTV F -1.02%
UNH C -1.0%
SKX D -0.99%
ICLR F -0.98%
DEO F -0.96%
AVGO B -0.2%
GOOG A -0.09%
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