SAEF vs. IAK ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to iShares U.S. Insurance ETF (IAK)
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
$28.88
Average Daily Volume
2,765
57
IAK
iShares U.S. Insurance ETF
IAK Description
The investment seeks to track the investment results of an index composed of U.S. equities in the insurance sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Insurance Index (the "underlying index"), which measures the performance of the insurance sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include financial and insurance companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$136.03
Average Daily Volume
63,083
52
Performance
| Period | SAEF | IAK |
|---|---|---|
| 30 Days | 8.53% | 4.13% |
| 60 Days | 9.20% | 4.68% |
| 90 Days | 11.05% | 9.37% |
| 12 Months | 40.04% | 40.05% |
SAEF Overweight 54 Positions Relative to IAK
| Symbol | Grade | Weight | |
|---|---|---|---|
| OSW | A | 4.39% | |
| BCO | D | 4.21% | |
| NCLH | B | 3.64% | |
| FI | A | 3.4% | |
| LIND | C | 3.32% | |
| KKR | A | 2.42% | |
| GNRC | B | 2.41% | |
| ZBRA | B | 2.3% | |
| NVT | B | 2.29% | |
| JLL | D | 2.28% | |
| GS | A | 2.24% | |
| 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% | |
| CRL | C | 1.78% | |
| GNTX | C | 1.76% | |
| MIDD | C | 1.71% | |
| KEYS | A | 1.65% | |
| LFUS | F | 1.57% | |
| WEX | D | 1.54% | |
| KN | B | 1.53% | |
| MTB | A | 1.53% | |
| DNB | B | 1.5% | |
| AXTA | A | 1.41% | |
| MSI | B | 1.41% | |
| MANU | C | 1.41% | |
| NVST | B | 1.31% | |
| MAS | D | 1.29% | |
| BIO | D | 1.28% | |
| MSGS | A | 1.26% | |
| ZBH | C | 1.25% | |
| ADTN | A | 1.24% | |
| LH | C | 1.23% | |
| MHK | D | 1.22% | |
| IPG | D | 1.22% | |
| SSD | D | 1.21% | |
| ST | F | 1.21% | |
| SNA | A | 1.19% | |
| BRC | D | 1.16% | |
| ATGE | B | 1.15% | |
| MSGE | F | 1.1% | |
| BWA | D | 1.09% | |
| KMX | B | 0.98% | |
| KFY | B | 0.97% | |
| SJM | D | 0.94% | |
| REYN | D | 0.91% | |
| LESL | C | 0.86% | |
| HCKT | B | 0.83% | |
| PARA | C | 0.56% | |
| PHIN | A | 0.28% |
SAEF Underweight 49 Positions Relative to IAK
| Symbol | Grade | Weight | |
|---|---|---|---|
| CB | C | -11.69% | |
| TRV | B | -6.34% | |
| MET | A | -4.7% | |
| PRU | A | -4.66% | |
| ALL | A | -4.52% | |
| AIG | B | -4.47% | |
| HIG | B | -4.02% | |
| ACGL | D | -3.88% | |
| CINF | A | -2.76% | |
| MKL | A | -2.61% | |
| PFG | D | -2.17% | |
| WRB | A | -2.12% | |
| FNF | B | -1.82% | |
| L | A | -1.78% | |
| UNM | A | -1.42% | |
| AIZ | A | -1.32% | |
| KNSL | B | -1.24% | |
| AFG | A | -1.21% | |
| ERIE | D | -1.2% | |
| PRI | A | -1.19% | |
| GL | B | -1.16% | |
| ORI | A | -1.05% | |
| RLI | B | -0.87% | |
| AXS | A | -0.78% | |
| SIGI | C | -0.72% | |
| THG | A | -0.7% | |
| LNC | B | -0.6% | |
| WTM | A | -0.58% | |
| AGO | B | -0.54% | |
| KMPR | B | -0.51% | |
| CNO | A | -0.49% | |
| BHF | B | -0.37% | |
| OSCR | D | -0.36% | |
| GNW | A | -0.35% | |
| PLMR | B | -0.33% | |
| STC | B | -0.24% | |
| MCY | A | -0.24% | |
| TRUP | B | -0.21% | |
| LMND | B | -0.21% | |
| HMN | B | -0.2% | |
| SKWD | A | -0.2% | |
| EIG | B | -0.16% | |
| SAFT | C | -0.16% | |
| CNA | B | -0.14% | |
| AMSF | B | -0.14% | |
| PRA | C | -0.1% | |
| AMBC | C | -0.08% | |
| UFCS | B | -0.06% | |
| JRVR | F | -0.03% |
SAEF: Top Represented Industries & Keywords
IAK: Top Represented Industries & Keywords
Compare ETFs
