SAEF vs. HTEC ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to Robo Global Healthcare Technology and Innovation ETF (HTEC)
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
$26.21
Average Daily Volume
3,726
56
HTEC
Robo Global Healthcare Technology and Innovation ETF
HTEC Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the ROBO Global Healthcare Technology and Innovation Index. The fund will normally invest at least 80% of its total assets in securities of the index or in depositary receipts representing securities of the index. The index is designed to measure the performance of companies that have a portion of their business and revenue derived from the field of healthcare technology, and the potential to grow within this space through innovation and market adoption of such companies products and services. It is non-diversified.Grade (RS Rating)
Last Trade
$29.29
Average Daily Volume
6,158
53
Performance
| Period | SAEF | HTEC |
|---|---|---|
| 30 Days | 0.29% | -0.62% |
| 60 Days | 7.37% | 3.11% |
| 90 Days | 10.73% | 8.76% |
| 12 Months | 32.60% | 18.56% |
SAEF Overweight 54 Positions Relative to HTEC
| Symbol | Grade | Weight | |
|---|---|---|---|
| OSW | C | 4.31% | |
| BCO | C | 3.61% | |
| LIND | D | 3.51% | |
| NCLH | C | 3.48% | |
| NVT | D | 3.04% | |
| KKR | A | 2.85% | |
| GS | C | 2.5% | |
| ZBRA | A | 2.43% | |
| REZI | D | 2.32% | |
| FICO | A | 2.29% | |
| GNRC | B | 2.24% | |
| PBH | D | 2.18% | |
| NTRS | C | 2.17% | |
| FAF | B | 2.05% | |
| GNTX | D | 1.97% | |
| JLL | B | 1.93% | |
| MTB | C | 1.83% | |
| CBRE | A | 1.77% | |
| LFUS | C | 1.69% | |
| MSI | A | 1.64% | |
| KN | C | 1.63% | |
| KMT | C | 1.61% | |
| KEYS | B | 1.59% | |
| MAT | D | 1.57% | |
| ATGE | D | 1.56% | |
| AXTA | C | 1.48% | |
| ADTN | B | 1.45% | |
| ZBH | F | 1.41% | |
| ST | F | 1.41% | |
| MANU | F | 1.39% | |
| MSGS | A | 1.27% | |
| AFL | A | 1.27% | |
| IPG | C | 1.25% | |
| DNB | D | 1.2% | |
| SNA | A | 1.2% | |
| SSD | B | 1.19% | |
| MAS | A | 1.15% | |
| BRC | C | 1.11% | |
| BWA | B | 1.08% | |
| MIDD | D | 1.06% | |
| KMX | F | 1.04% | |
| PGR | C | 0.99% | |
| PDCO | F | 0.99% | |
| MSGE | A | 0.97% | |
| KFY | C | 0.96% | |
| HCKT | C | 0.94% | |
| LESL | F | 0.94% | |
| REYN | D | 0.91% | |
| MHK | B | 0.83% | |
| SJM | C | 0.75% | |
| SRCL | B | 0.75% | |
| PARA | F | 0.61% | |
| NVST | D | 0.53% | |
| PHIN | C | 0.26% |
SAEF Underweight 51 Positions Relative to HTEC
| Symbol | Grade | Weight | |
|---|---|---|---|
| NTRA | A | -1.87% | |
| AXGN | B | -1.81% | |
| STAA | D | -1.78% | |
| DHR | C | -1.77% | |
| ISRG | A | -1.76% | |
| ILMN | B | -1.74% | |
| TMO | C | -1.73% | |
| SYK | C | -1.72% | |
| VRTX | D | -1.69% | |
| BSX | A | -1.69% | |
| TWST | D | -1.66% | |
| GH | F | -1.63% | |
| CTLT | A | -1.58% | |
| INCY | B | -1.56% | |
| CRSP | F | -1.56% | |
| A | B | -1.55% | |
| PEN | D | -1.54% | |
| ALGN | D | -1.53% | |
| VCYT | C | -1.53% | |
| IQV | F | -1.52% | |
| NOVT | C | -1.49% | |
| EXAS | C | -1.49% | |
| AZTA | F | -1.49% | |
| QGEN | D | -1.48% | |
| GEHC | C | -1.45% | |
| EW | F | -1.45% | |
| MRNA | F | -1.44% | |
| REGN | D | -1.44% | |
| CDNA | B | -1.42% | |
| IRTC | F | -1.39% | |
| MASI | B | -1.38% | |
| ABT | B | -1.38% | |
| ARWR | F | -1.38% | |
| MEDP | F | -1.37% | |
| NVCR | F | -1.33% | |
| GKOS | B | -1.28% | |
| UTHR | C | -1.27% | |
| BDX | B | -1.26% | |
| HOLX | D | -1.26% | |
| BMY | B | -1.25% | |
| OMCL | C | -1.23% | |
| FLGT | F | -1.23% | |
| DXCM | F | -1.21% | |
| GMED | D | -1.17% | |
| CNMD | D | -1.14% | |
| VEEV | C | -1.08% | |
| HCAT | C | -1.03% | |
| IART | F | -1.02% | |
| BAX | D | -1.01% | |
| BMRN | F | -0.98% | |
| ALNY | C | -0.95% |
SAEF: Top Represented Industries & Keywords
HTEC: Top Represented Industries & Keywords
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