SAEF vs. INFL ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to Horizon Kinetics Inflation Beneficiaries ETF (INFL)
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
$24.48
Average Daily Volume
1,381
57
INFL
Horizon Kinetics Inflation Beneficiaries ETF
INFL Description
The investment seeks long-term growth of capital in real (inflation-adjusted) terms. The fund is an actively-managed ETF that seeks to achieve its investment objective by investing primarily in the equity securities of domestic and foreign companies that are expected to benefit, either directly or indirectly, from rising prices (inflation). The fund's investments in equity securities are generally expected to include common stock, ownership units of publicly traded MLPs, and units of royalty trusts. The fund is non-diversified.Grade (RS Rating)
Last Trade
$35.47
Average Daily Volume
126,233
16
Performance
| Period | SAEF | INFL |
|---|---|---|
| 30 Days | 4.40% | 7.36% |
| 60 Days | 2.16% | 8.33% |
| 90 Days | 7.09% | 9.13% |
| 12 Months | 8.07% | 14.85% |
1 Overlapping Holdings
| Symbol | Grade | Weight in SAEF | Weight in INFL | Overlap | |
|---|---|---|---|---|---|
| CRL | D | 2.45% | 2.42% | 2.42% |
SAEF Overweight 56 Positions Relative to INFL
| Symbol | Grade | Weight | |
|---|---|---|---|
| NCLH | C | 3.76% | |
| OSW | B | 3.59% | |
| LIND | C | 3.29% | |
| BCO | B | 3.15% | |
| KKR | B | 3.09% | |
| NVT | D | 2.89% | |
| REZI | D | 2.58% | |
| ZBRA | B | 2.48% | |
| NTRS | B | 2.23% | |
| GS | A | 2.23% | |
| PBH | B | 2.22% | |
| FICO | A | 2.08% | |
| GNRC | C | 2.07% | |
| GNTX | C | 2.05% | |
| CBRE | B | 1.87% | |
| FAF | D | 1.85% | |
| MAT | F | 1.85% | |
| JLL | A | 1.78% | |
| MTB | A | 1.7% | |
| ZBH | F | 1.66% | |
| LFUS | C | 1.55% | |
| KEYS | D | 1.53% | |
| KN | A | 1.48% | |
| MSI | B | 1.46% | |
| AXTA | C | 1.45% | |
| KMT | D | 1.45% | |
| LESL | F | 1.42% | |
| SSD | C | 1.4% | |
| IPG | F | 1.36% | |
| MIDD | D | 1.35% | |
| ST | C | 1.35% | |
| SNA | D | 1.32% | |
| MSGE | C | 1.32% | |
| MAS | C | 1.31% | |
| LH | C | 1.3% | |
| PGR | B | 1.28% | |
| DNB | D | 1.26% | |
| ADTN | D | 1.25% | |
| KMX | C | 1.2% | |
| MSGS | C | 1.2% | |
| AFL | A | 1.18% | |
| ATGE | A | 1.14% | |
| BWA | F | 1.13% | |
| SRCL | B | 1.12% | |
| PDCO | F | 1.1% | |
| HCKT | D | 1.02% | |
| BRC | C | 0.97% | |
| MANU | D | 0.95% | |
| MHK | C | 0.92% | |
| KFY | C | 0.91% | |
| REYN | F | 0.9% | |
| BIO | D | 0.84% | |
| NVST | F | 0.66% | |
| SJM | F | 0.49% | |
| PARA | D | 0.36% | |
| PHIN | D | 0.25% |
SAEF: Top Represented Industries & Keywords
INFL: Top Represented Industries & Keywords
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