SAEF vs. DEMZ ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to DEMZ Political Contributions ETF (DEMZ)
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
DEMZ
DEMZ Political Contributions ETF
DEMZ Description
The investment seeks to track the total return performance, before fees and expenses, of the DEMZ Political Contribution Index. The index is a subset of the S&P 500® Index designed to provide exposure to companies that make political contributions to Democratic Party candidates and political action committees above a certain threshold. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities included in the index.Grade (RS Rating)
Last Trade
$36.70
Average Daily Volume
2,827
50
Performance
| Period | SAEF | DEMZ |
|---|---|---|
| 30 Days | 4.74% | 0.25% |
| 60 Days | 6.56% | 2.11% |
| 90 Days | 11.13% | 3.51% |
| 12 Months | 37.37% | 27.54% |
SAEF Overweight 55 Positions Relative to DEMZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| OSW | B | 4.39% | |
| 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% | |
| MIDD | D | 1.71% | |
| 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% | |
| 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 48 Positions Relative to DEMZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | A | -5.56% | |
| L | A | -5.08% | |
| COST | A | -4.86% | |
| AAPL | C | -4.82% | |
| MSFT | D | -4.51% | |
| APH | B | -3.8% | |
| META | C | -3.68% | |
| IBM | C | -3.56% | |
| DIS | B | -2.74% | |
| ADP | B | -2.63% | |
| GOOGL | B | -2.48% | |
| CL | D | -2.24% | |
| GOOG | B | -2.21% | |
| DHR | D | -2.11% | |
| SYK | A | -2.01% | |
| KIM | A | -2.0% | |
| KLAC | F | -1.88% | |
| EG | C | -1.86% | |
| XYL | D | -1.8% | |
| AVY | D | -1.77% | |
| NOW | B | -1.69% | |
| CRM | B | -1.61% | |
| AMT | D | -1.57% | |
| PAYX | B | -1.56% | |
| KMB | C | -1.55% | |
| OMC | D | -1.5% | |
| ADSK | A | -1.44% | |
| NFLX | A | -1.44% | |
| RL | C | -1.43% | |
| A | F | -1.41% | |
| LRCX | F | -1.41% | |
| ROST | D | -1.32% | |
| ANET | D | -1.32% | |
| MSCI | C | -1.3% | |
| NDSN | C | -1.24% | |
| MCO | B | -1.19% | |
| TPR | B | -1.16% | |
| AMD | F | -1.1% | |
| SNPS | C | -1.09% | |
| CDNS | B | -1.08% | |
| EA | A | -1.07% | |
| IT | C | -1.04% | |
| ULTA | F | -0.98% | |
| HSIC | C | -0.95% | |
| HRL | D | -0.92% | |
| VLTO | C | -0.91% | |
| ADBE | D | -0.87% | |
| CDW | F | -0.81% |
SAEF: Top Represented Industries & Keywords
DEMZ: Top Represented Industries & Keywords
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