SAEF vs. XJH ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to iShares ESG Screened S&P Mid-Cap ETF (XJH)
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
$26.64
Average Daily Volume
3,809
Number of Holdings
*
56
* may have additional holdings in another (foreign) market
XJH
iShares ESG Screened S&P Mid-Cap ETF
XJH Description
The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.Grade (RS Rating)
Last Trade
$42.45
Average Daily Volume
17,731
Number of Holdings
*
355
* may have additional holdings in another (foreign) market
Performance
| Period | SAEF | XJH |
|---|---|---|
| 30 Days | 6.14% | 4.38% |
| 60 Days | 6.55% | 4.26% |
| 90 Days | 13.32% | 7.64% |
| 12 Months | 28.44% | 23.56% |
12 Overlapping Holdings
| Symbol | Grade | Weight in SAEF | Weight in XJH | Overlap | |
|---|---|---|---|---|---|
| AXTA | B | 1.48% | 1.0% | 1.0% | |
| BCO | B | 3.61% | 1.0% | 1.0% | |
| FAF | B | 2.05% | 1.0% | 1.0% | |
| GNTX | F | 1.97% | 1.0% | 1.0% | |
| JLL | B | 1.93% | 1.0% | 1.0% | |
| LFUS | C | 1.69% | 1.0% | 1.0% | |
| MIDD | D | 1.06% | 1.0% | 1.0% | |
| NVST | D | 0.53% | 1.0% | 0.53% | |
| NVT | D | 3.04% | 1.0% | 1.0% | |
| SRCL | A | 0.75% | 1.0% | 0.75% | |
| SSD | D | 1.19% | 1.0% | 1.0% | |
| ST | D | 1.41% | 1.0% | 1.0% |
SAEF Overweight 44 Positions Relative to XJH
| Symbol | Grade | Weight | |
|---|---|---|---|
| OSW | C | 4.31% | |
| LIND | C | 3.51% | |
| NCLH | C | 3.48% | |
| KKR | B | 2.85% | |
| GS | C | 2.5% | |
| ZBRA | B | 2.43% | |
| REZI | D | 2.32% | |
| FICO | B | 2.29% | |
| GNRC | D | 2.24% | |
| PBH | B | 2.18% | |
| NTRS | A | 2.17% | |
| CRL | F | 1.93% | |
| MTB | B | 1.83% | |
| CBRE | A | 1.77% | |
| MSI | B | 1.64% | |
| KN | D | 1.63% | |
| KMT | B | 1.61% | |
| KEYS | C | 1.59% | |
| MAT | C | 1.57% | |
| ATGE | C | 1.56% | |
| ADTN | D | 1.45% | |
| ZBH | F | 1.41% | |
| MANU | F | 1.39% | |
| MSGS | B | 1.27% | |
| AFL | C | 1.27% | |
| IPG | C | 1.25% | |
| DNB | C | 1.2% | |
| SNA | C | 1.2% | |
| MAS | B | 1.15% | |
| BRC | C | 1.11% | |
| BWA | D | 1.08% | |
| KMX | D | 1.04% | |
| PGR | B | 0.99% | |
| PDCO | F | 0.99% | |
| MSGE | B | 0.97% | |
| KFY | B | 0.96% | |
| HCKT | C | 0.94% | |
| LESL | F | 0.94% | |
| BIO | C | 0.93% | |
| REYN | C | 0.91% | |
| MHK | C | 0.83% | |
| SJM | C | 0.75% | |
| PARA | F | 0.61% | |
| PHIN | B | 0.26% |
SAEF Underweight 343 Positions Relative to XJH
| Symbol | Grade | Weight | |
|---|---|---|---|
| WOLF | F | -1.0% | |
| UA | D | -1.0% | |
| CAR | F | -1.0% | |
| HELE | D | -1.0% | |
| UAA | C | -1.0% | |
| GEF | D | -1.0% | |
| PPC | D | -1.0% | |
| IPGP | F | -1.0% | |
| MP | D | -1.0% | |
| ADNT | F | -1.0% | |
| PGNY | F | -1.0% | |
| ALGM | F | -1.0% | |
| ENOV | D | -1.0% | |
| GT | F | -1.0% | |
| JWN | C | -1.0% | |
| ZD | D | -1.0% | |
| VSH | F | -1.0% | |
| VAC | F | -1.0% | |
| ALTM | F | -1.0% | |
| HGV | F | -1.0% | |
| TGNA | D | -1.0% | |
| SAM | F | -1.0% | |
| AZTA | F | -1.0% | |
| CRI | D | -1.0% | |
| LIVN | D | -1.0% | |
| VC | F | -1.0% | |
| NYCB | D | -1.0% | |
| GHC | B | -1.0% | |
| ARWR | F | -1.0% | |
| TDC | F | -1.0% | |
| BHF | F | -1.0% | |
| COLM | C | -1.0% | |
| CXT | D | -1.0% | |
| ZI | D | -1.0% | |
| WEN | C | -1.0% | |
| SYNA | F | -1.0% | |
| RCM | C | -1.0% | |
| FHI | A | -1.0% | |
| SMG | C | -1.0% | |
| WU | F | -1.0% | |
| CHH | C | -1.0% | |
| PK | D | -1.0% | |
| PAG | D | -1.0% | |
| AMKR | F | -1.0% | |
| TNL | D | -1.0% | |
| NEOG | D | -1.0% | |
| YETI | D | -1.0% | |
| AMED | C | -1.0% | |
| NSP | F | -1.0% | |
| TCBI | B | -1.0% | |
| IRDM | D | -1.0% | |
| POWI | F | -1.0% | |
| COTY | F | -1.0% | |
| CDP | B | -1.0% | |
| CNXC | F | -1.0% | |
| ASB | D | -1.0% | |
| IBOC | D | -1.0% | |
| NSA | B | -1.0% | |
| BLKB | C | -1.0% | |
| TEX | F | -1.0% | |
| PCH | C | -1.0% | |
| SLAB | D | -1.0% | |
| VAL | F | -1.0% | |
| PBF | F | -1.0% | |
| MAN | C | -1.0% | |
| LITE | B | -1.0% | |
| VLY | C | -1.0% | |
| LANC | D | -1.0% | |
| MSM | D | -1.0% | |
| EPR | B | -1.0% | |
| KMPR | D | -1.0% | |
| KRC | B | -1.0% | |
| PRGO | D | -1.0% | |
| RH | B | -1.0% | |
| HAE | F | -1.0% | |
| ORA | C | -1.0% | |
| SR | B | -1.0% | |
| ENS | D | -1.0% | |
| OGS | B | -1.0% | |
| AN | D | -1.0% | |
| NEU | D | -1.0% | |
| M | F | -1.0% | |
| LOPE | D | -1.0% | |
| BYD | C | -1.0% | |
| BDC | B | -1.0% | |
| SLGN | B | -1.0% | |
| SBRA | C | -1.0% | |
| ROIV | C | -1.0% | |
| AVNT | B | -1.0% | |
| CNO | B | -1.0% | |
| PII | D | -1.0% | |
| DLB | D | -1.0% | |
| RYN | C | -1.0% | |
| GAP | F | -1.0% | |
| ASH | D | -1.0% | |
| RMBS | F | -1.0% | |
| SWX | C | -1.0% | |
| HOG | C | -1.0% | |
| OZK | D | -1.0% | |
| EEFT | D | -1.0% | |
| ASGN | D | -1.0% | |
| HWC | D | -1.0% | |
| CADE | C | -1.0% | |
| KNF | B | -1.0% | |
| CUZ | B | -1.0% | |
| CPRI | D | -1.0% | |
| WLK | D | -1.0% | |
| DOCS | B | -1.0% | |
| GTLS | F | -1.0% | |
| QLYS | F | -1.0% | |
| UMBF | B | -1.0% | |
| FLO | C | -1.0% | |
| IRT | B | -1.0% | |
| UBSI | B | -1.0% | |
| SLM | D | -1.0% | |
| NJR | B | -1.0% | |
| FIVE | D | -1.0% | |
| AVT | C | -1.0% | |
| FFIN | B | -1.0% | |
| APPF | D | -1.0% | |
| GATX | D | -1.0% | |
| JHG | B | -1.0% | |
| CELH | F | -1.0% | |
| GBCI | B | -1.0% | |
| AM | C | -1.0% | |
| VNT | F | -1.0% | |
| POR | C | -1.0% | |
| UGI | C | -1.0% | |
| COLB | B | -1.0% | |
| VVV | D | -1.0% | |
| HXL | F | -1.0% | |
| BC | C | -1.0% | |
| HOMB | B | -1.0% | |
| NXST | D | -1.0% | |
| TKR | D | -1.0% | |
| MASI | F | -1.0% | |
| MDU | C | -1.0% | |
| CLF | F | -1.0% | |
| WTS | C | -1.0% | |
| XRAY | D | -1.0% | |
| MMS | C | -1.0% | |
| THO | D | -1.0% | |
| KD | D | -1.0% | |
| EXPO | A | -1.0% | |
| MTSI | D | -1.0% | |
| PVH | F | -1.0% | |
| THG | B | -1.0% | |
| WHR | D | -1.0% | |
| AMG | C | -1.0% | |
| CHX | F | -1.0% | |
| VNO | B | -1.0% | |
| SON | C | -1.0% | |
| FNB | C | -1.0% | |
| VMI | D | -1.0% | |
| ESAB | C | -1.0% | |
| SIGI | D | -1.0% | |
| DAR | F | -1.0% | |
| AGCO | D | -1.0% | |
| CBT | B | -1.0% | |
| OPCH | C | -1.0% | |
| DBX | D | -1.0% | |
| CMC | D | -1.0% | |
| KRG | B | -1.0% | |
| OLLI | C | -1.0% | |
| EXLS | B | -1.0% | |
| GXO | D | -1.0% | |
| POST | C | -1.0% | |
| R | A | -1.0% | |
| LSCC | D | -1.0% | |
| KBH | A | -1.0% | |
| LEA | F | -1.0% | |
| FLS | D | -1.0% | |
| LPX | B | -1.0% | |
| AAON | B | -1.0% | |
| ONB | C | -1.0% | |
| COKE | C | -1.0% | |
| NOVT | D | -1.0% | |
| STWD | B | -1.0% | |
| RLI | B | -1.0% | |
| ELF | F | -1.0% | |
| BRKR | D | -1.0% | |
| CYTK | F | -1.0% | |
| WH | B | -1.0% | |
| CVLT | B | -1.0% | |
| MTZ | B | -1.0% | |
| GME | F | -1.0% | |
| MSA | D | -1.0% | |
| NOV | F | -1.0% | |
| AZPN | B | -1.0% | |
| LSTR | D | -1.0% | |
| OSK | F | -1.0% | |
| SNV | C | -1.0% | |
| G | C | -1.0% | |
| WFRD | F | -1.0% | |
| CGNX | F | -1.0% | |
| H | C | -1.0% | |
| HQY | C | -1.0% | |
| CNM | F | -1.0% | |
| WTFC | B | -1.0% | |
| KEX | C | -1.0% | |
| WCC | D | -1.0% | |
| MKSI | F | -1.0% | |
| ARW | C | -1.0% | |
| MTG | B | -1.0% | |
| TMHC | A | -1.0% | |
| ZION | D | -1.0% | |
| SEIC | C | -1.0% | |
| JAZZ | D | -1.0% | |
| ESNT | B | -1.0% | |
| UNM | B | -1.0% | |
| AA | D | -1.0% | |
| MTN | D | -1.0% | |
| ALV | F | -1.0% | |
| PCTY | C | -1.0% | |
| LNTH | D | -1.0% | |
| HR | C | -1.0% | |
| CFR | C | -1.0% | |
| TREX | D | -1.0% | |
| DINO | F | -1.0% | |
| X | F | -1.0% | |
| CRUS | D | -1.0% | |
| ACHC | C | -1.0% | |
| PB | B | -1.0% | |
| UFPI | C | -1.0% | |
| PNFP | B | -1.0% | |
| PLNT | B | -1.0% | |
| CR | C | -1.0% | |
| SSB | B | -1.0% | |
| LAD | D | -1.0% | |
| STAG | C | -1.0% | |
| DTM | B | -1.0% | |
| CBSH | C | -1.0% | |
| VOYA | B | -1.0% | |
| FR | B | -1.0% | |
| BRBR | C | -1.0% | |
| BERY | B | -1.0% | |
| HALO | C | -1.0% | |
| CROX | D | -1.0% | |
| AIT | A | -1.0% | |
| RGEN | F | -1.0% | |
| ADC | C | -1.0% | |
| EXEL | C | -1.0% | |
| CIEN | C | -1.0% | |
| AYI | B | -1.0% | |
| FCN | D | -1.0% | |
| MEDP | F | -1.0% | |
| WBS | D | -1.0% | |
| GMED | D | -1.0% | |
| PEN | D | -1.0% | |
| FYBR | C | -1.0% | |
| DUOL | B | -1.0% | |
| HLI | B | -1.0% | |
| WEX | C | -1.0% | |
| KNX | C | -1.0% | |
| CG | D | -1.0% | |
| EVR | A | -1.0% | |
| BRX | B | -1.0% | |
| TPX | C | -1.0% | |
| DCI | C | -1.0% | |
| FHN | D | -1.0% | |
| OLED | C | -1.0% | |
| NYT | C | -1.0% | |
| SKX | D | -1.0% | |
| EXP | B | -1.0% | |
| SNX | D | -1.0% | |
| CHE | C | -1.0% | |
| TTC | D | -1.0% | |
| HRB | C | -1.0% | |
| EGP | B | -1.0% | |
| EQH | C | -1.0% | |
| RGLD | C | -1.0% | |
| INGR | B | -1.0% | |
| ALLY | F | -1.0% | |
| PRI | B | -1.0% | |
| NNN | C | -1.0% | |
| SF | A | -1.0% | |
| ONTO | D | -1.0% | |
| ORI | B | -1.0% | |
| AFG | B | -1.0% | |
| GPK | B | -1.0% | |
| EHC | C | -1.0% | |
| CHDN | C | -1.0% | |
| COHR | C | -1.0% | |
| WMS | D | -1.0% | |
| LNW | B | -1.0% | |
| RRX | C | -1.0% | |
| LECO | F | -1.0% | |
| MUSA | D | -1.0% | |
| WWD | D | -1.0% | |
| WTRG | D | -1.0% | |
| OHI | B | -1.0% | |
| ARMK | B | -1.0% | |
| FBIN | B | -1.0% | |
| ATR | B | -1.0% | |
| SFM | B | -1.0% | |
| KNSL | C | -1.0% | |
| NLY | B | -1.0% | |
| BJ | D | -1.0% | |
| TXRH | C | -1.0% | |
| CCK | A | -1.0% | |
| ITT | B | -1.0% | |
| LAMR | B | -1.0% | |
| REXR | C | -1.0% | |
| SAIA | D | -1.0% | |
| WING | B | -1.0% | |
| EWBC | D | -1.0% | |
| FIX | B | -1.0% | |
| FND | C | -1.0% | |
| CW | B | -1.0% | |
| BLD | D | -1.0% | |
| SCI | B | -1.0% | |
| XPO | D | -1.0% | |
| NBIX | F | -1.0% | |
| CUBE | B | -1.0% | |
| CLH | A | -1.0% | |
| DT | C | -1.0% | |
| TTEK | C | -1.0% | |
| ERIE | B | -1.0% | |
| AMH | C | -1.0% | |
| USFD | B | -1.0% | |
| IBKR | B | -1.0% | |
| RNR | C | -1.0% | |
| WPC | C | -1.0% | |
| OC | D | -1.0% | |
| GGG | C | -1.0% | |
| CASY | D | -1.0% | |
| RGA | C | -1.0% | |
| ELS | C | -1.0% | |
| PSTG | F | -1.0% | |
| GLPI | C | -1.0% | |
| FNF | B | -1.0% | |
| WSO | C | -1.0% | |
| TOL | B | -1.0% | |
| THC | A | -1.0% | |
| UTHR | C | -1.0% | |
| RPM | B | -1.0% | |
| RS | D | -1.0% | |
| MANH | B | -1.0% | |
| WSM | D | -1.0% | |
| BURL | B | -1.0% | |
| EME | B | -1.0% | |
| LII | B | -1.0% | |
| CSL | B | -1.0% |
SAEF: Top Represented Industries & Keywords
Industries:
Leisure
Auto Parts
Communication Equipment
Diversified Industrials
Entertainment
Security & Protection Services
Tools & Accessories
Asset Management
Diagnostics & Research
Medical Distribution
Real Estate Services
Scientific & Technical Instruments
Advertising Agencies
Auto & Truck Dealerships
Banks - Regional - US
Building Materials
Business Services
Capital Markets
Education & Training Services
Electronic Components
Keywords:
S&P 500
Aerospace
Chemical
Insurance
Pharmaceutical
Access Control
Baking
Banking
Cash Management
Cruise Ship
Electrical Engineering
Electromagnetism
Infection
Investment Management Services
Network Infrastructure
Telecommunications
Access Control Systems
Air Conditioning Systems
Airport
Alarms
XJH: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Software - Application
Biotechnology
Semiconductors
Building Materials
Business Services
Packaging & Containers
REIT - Diversified
Apparel Manufacturing
Asset Management
Medical Care
Packaged Foods
REIT - Industrial
Scientific & Technical Instruments
Specialty Chemicals
Specialty Retail
Auto Parts
Insurance - Property & Casualty
REIT - Retail
Keywords:
Bank
Banking
Real Estate Investment Trust
Chemical
Mining
Insurance
Electronics
Aerospace
Semiconductor
Beverage
Construction
Deposit Products
Supply Chain Management
Computing
Telecommunications
Commercial Banking
Insurance Products
Building Materials
Individual Retirement Account
Medicine
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