SAEF vs. EQUL ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to IQ Engender Equality ETF (EQUL)
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
$28.58
Average Daily Volume
2,753
57
EQUL
IQ Engender Equality ETF
EQUL Description
The EQUL IQ Engender Equality ETF tracks the Solactive Equileap U.S. Gender Equality Index, which is designed to deliver exposure to global companies that promote gender equality and are committed to women’s empowerment through equal compensation and gender balance in leadership and the workforce.Grade (RS Rating)
Last Trade
$27.12
Average Daily Volume
225
75
Performance
| Period | SAEF | EQUL |
|---|---|---|
| 30 Days | 7.36% | -0.45% |
| 60 Days | 8.34% | 1.12% |
| 90 Days | 9.91% | 4.86% |
| 12 Months | 38.59% | 26.72% |
SAEF Overweight 50 Positions Relative to EQUL
| Symbol | Grade | Weight | |
|---|---|---|---|
| OSW | B | 4.39% | |
| BCO | F | 4.21% | |
| NCLH | B | 3.64% | |
| FI | A | 3.4% | |
| LIND | C | 3.32% | |
| KKR | A | 2.42% | |
| FAF | A | 2.41% | |
| GNRC | C | 2.41% | |
| ZBRA | B | 2.3% | |
| NVT | B | 2.29% | |
| JLL | D | 2.28% | |
| REZI | A | 2.14% | |
| NTRS | A | 2.09% | |
| FICO | B | 2.08% | |
| PBH | A | 2.04% | |
| MAT | D | 1.81% | |
| KMT | B | 1.8% | |
| CBRE | B | 1.79% | |
| GNTX | C | 1.76% | |
| MIDD | C | 1.71% | |
| LFUS | D | 1.57% | |
| KN | B | 1.53% | |
| MTB | A | 1.53% | |
| DNB | B | 1.5% | |
| AXTA | B | 1.41% | |
| MSI | B | 1.41% | |
| MANU | B | 1.41% | |
| NVST | B | 1.31% | |
| MAS | D | 1.29% | |
| BIO | C | 1.28% | |
| MSGS | A | 1.26% | |
| ZBH | C | 1.25% | |
| ADTN | A | 1.24% | |
| LH | B | 1.23% | |
| MHK | D | 1.22% | |
| SSD | F | 1.21% | |
| ST | F | 1.21% | |
| SNA | A | 1.19% | |
| BRC | D | 1.16% | |
| ATGE | B | 1.15% | |
| AFL | B | 1.13% | |
| MSGE | F | 1.1% | |
| BWA | D | 1.09% | |
| KMX | B | 0.98% | |
| KFY | B | 0.97% | |
| PGR | A | 0.92% | |
| REYN | D | 0.91% | |
| LESL | D | 0.86% | |
| HCKT | B | 0.83% | |
| PHIN | A | 0.28% |
SAEF Underweight 68 Positions Relative to EQUL
| Symbol | Grade | Weight | |
|---|---|---|---|
| LYFT | C | -1.99% | |
| WFC | A | -1.75% | |
| DASH | B | -1.72% | |
| CRM | B | -1.68% | |
| GM | C | -1.59% | |
| CMI | A | -1.57% | |
| PYPL | B | -1.57% | |
| MAR | A | -1.57% | |
| AFRM | A | -1.56% | |
| AA | A | -1.55% | |
| Z | A | -1.54% | |
| C | A | -1.52% | |
| BMY | B | -1.52% | |
| BAC | A | -1.52% | |
| GLOB | B | -1.51% | |
| JPM | A | -1.51% | |
| BLK | B | -1.51% | |
| HLT | A | -1.49% | |
| ADSK | A | -1.49% | |
| ALB | B | -1.48% | |
| VFC | C | -1.45% | |
| ILMN | C | -1.43% | |
| META | D | -1.41% | |
| INTU | B | -1.41% | |
| MET | A | -1.39% | |
| VRSK | A | -1.38% | |
| SCI | B | -1.36% | |
| MA | B | -1.36% | |
| BSX | A | -1.36% | |
| WELL | A | -1.35% | |
| F | C | -1.33% | |
| ACN | B | -1.33% | |
| YUM | D | -1.32% | |
| MCD | D | -1.31% | |
| K | A | -1.3% | |
| NBIX | C | -1.3% | |
| MCO | B | -1.29% | |
| NYT | D | -1.29% | |
| UBER | F | -1.29% | |
| CLX | A | -1.29% | |
| WBA | F | -1.27% | |
| ECL | D | -1.27% | |
| VTR | B | -1.27% | |
| SPGI | C | -1.26% | |
| ETSY | D | -1.23% | |
| BMRN | F | -1.22% | |
| PG | C | -1.22% | |
| PEP | F | -1.21% | |
| KMB | C | -1.19% | |
| XYL | D | -1.19% | |
| VZ | C | -1.18% | |
| JNJ | C | -1.18% | |
| HAS | D | -1.17% | |
| HSY | F | -1.16% | |
| AMGN | F | -1.15% | |
| DOW | F | -1.14% | |
| IFF | D | -1.12% | |
| GIS | D | -1.12% | |
| KO | D | -1.12% | |
| MDLZ | F | -1.12% | |
| CL | D | -1.12% | |
| HALO | F | -1.11% | |
| MRK | D | -1.08% | |
| BIIB | F | -1.07% | |
| COTY | F | -1.06% | |
| NEM | D | -0.99% | |
| CNC | D | -0.99% | |
| OGN | F | -0.95% |
SAEF: Top Represented Industries & Keywords
EQUL: Top Represented Industries & Keywords
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