SAEF vs. CBLS ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to Changebridge Capital Long/Short Equity ETF (CBLS)
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
$28.64
Average Daily Volume
2,718
57
CBLS
Changebridge Capital Long/Short Equity ETF
CBLS Description
The investment seeks long-term capital appreciation while minimizing volatility. The Adviser also considers an assessment of a company's ESG attributes in determining the attractiveness of an investment opportunity. In general, the fund's investments are broadly invested over a number of sectors, but it may focus on the technology, consumer, and healthcare sectors. Under normal circumstances, at least 80% of the fund's net assets, plus borrowings for investment purposes, will be invested long or short in equity securities, including common stocks and depositary receipts. The fund is non-diversified.Grade (RS Rating)
Last Trade
$26.64
Average Daily Volume
1,942
63
Performance
| Period | SAEF | CBLS |
|---|---|---|
| 30 Days | 4.74% | 3.33% |
| 60 Days | 6.56% | 4.83% |
| 90 Days | 11.13% | 4.52% |
| 12 Months | 37.37% | 35.33% |
SAEF Overweight 55 Positions Relative to CBLS
| Symbol | Grade | Weight | |
|---|---|---|---|
| BCO | F | 4.21% | |
| NCLH | B | 3.64% | |
| FI | A | 3.4% | |
| LIND | B | 3.32% | |
| KKR | B | 2.42% | |
| FAF | A | 2.41% | |
| GNRC | B | 2.41% | |
| ZBRA | B | 2.3% | |
| NVT | C | 2.29% | |
| JLL | D | 2.28% | |
| GS | B | 2.24% | |
| REZI | A | 2.14% | |
| NTRS | A | 2.09% | |
| FICO | A | 2.08% | |
| PBH | A | 2.04% | |
| MAT | D | 1.81% | |
| KMT | C | 1.8% | |
| CBRE | B | 1.79% | |
| CRL | D | 1.78% | |
| GNTX | F | 1.76% | |
| KEYS | A | 1.65% | |
| LFUS | D | 1.57% | |
| WEX | F | 1.54% | |
| KN | B | 1.53% | |
| MTB | A | 1.53% | |
| DNB | A | 1.5% | |
| AXTA | B | 1.41% | |
| MSI | A | 1.41% | |
| MANU | C | 1.41% | |
| NVST | C | 1.31% | |
| MAS | D | 1.29% | |
| BIO | C | 1.28% | |
| MSGS | A | 1.26% | |
| ZBH | C | 1.25% | |
| ADTN | B | 1.24% | |
| LH | B | 1.23% | |
| MHK | D | 1.22% | |
| IPG | D | 1.22% | |
| SSD | D | 1.21% | |
| ST | F | 1.21% | |
| SNA | B | 1.19% | |
| BRC | C | 1.16% | |
| ATGE | B | 1.15% | |
| AFL | C | 1.13% | |
| MSGE | F | 1.1% | |
| BWA | D | 1.09% | |
| KMX | C | 0.98% | |
| KFY | B | 0.97% | |
| SJM | D | 0.94% | |
| PGR | B | 0.92% | |
| REYN | D | 0.91% | |
| LESL | D | 0.86% | |
| HCKT | B | 0.83% | |
| PARA | D | 0.56% | |
| PHIN | A | 0.28% |
SAEF Underweight 61 Positions Relative to CBLS
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | A | -3.31% | |
| LNG | A | -3.31% | |
| WTTR | A | -3.07% | |
| INTC | C | -2.91% | |
| AMZN | B | -2.83% | |
| GTLS | A | -2.81% | |
| MGNI | B | -2.76% | |
| WMT | A | -2.75% | |
| SKY | A | -2.73% | |
| BWXT | B | -2.7% | |
| COST | A | -2.64% | |
| ORCL | A | -2.62% | |
| STRL | B | -2.54% | |
| CCL | A | -2.49% | |
| RDDT | A | -2.45% | |
| IBN | D | -2.38% | |
| ECL | D | -2.32% | |
| GD | D | -2.32% | |
| NARI | C | -2.3% | |
| RTX | D | -2.29% | |
| ROL | B | -2.28% | |
| D | C | -2.24% | |
| AER | B | -2.24% | |
| VST | A | -2.23% | |
| SO | C | -2.23% | |
| NEE | C | -2.12% | |
| ERJ | B | -2.12% | |
| HUMA | F | -2.11% | |
| SCHW | A | -2.08% | |
| MC | B | -1.98% | |
| ETR | A | -1.93% | |
| SCI | B | -1.92% | |
| DELL | C | -1.91% | |
| TDG | D | -1.78% | |
| CRSP | D | -0.86% | |
| KLG | D | --0.49% | |
| KDP | D | --0.5% | |
| POST | C | --0.5% | |
| GIS | D | --0.51% | |
| PEP | F | --0.51% | |
| DOOO | F | --0.9% | |
| TTC | F | --0.93% | |
| R | B | --0.95% | |
| GIII | F | --0.97% | |
| PFE | F | --1.06% | |
| SIG | C | --1.07% | |
| JNJ | D | --1.1% | |
| MRNA | F | --1.15% | |
| ROK | B | --1.17% | |
| ENR | A | --1.19% | |
| AME | A | --1.2% | |
| NVO | D | --1.3% | |
| LLY | F | --1.37% | |
| F | C | --1.41% | |
| DE | C | --1.45% | |
| HELE | C | --1.71% | |
| HSY | F | --1.75% | |
| VSAT | F | --1.75% | |
| GOGO | C | --1.77% | |
| NOW | B | --1.8% | |
| TSLA | B | --2.63% |
SAEF: Top Represented Industries & Keywords
CBLS: Top Represented Industries & Keywords
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