SMIZ vs. SAEF ETF Comparison
Comparison of Zacks Small/Mid Cap ETF (SMIZ) to Schwab Ariel ESG ETF (SAEF)
SMIZ
Zacks Small/Mid Cap ETF
SMIZ Description
The fund seeks to generate positive risk-adjusted returns (positive rate of return after adjustment for the amount of risk taken) by, under normal circumstances, investing at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of small and midsize companies listed on U.S. stock exchanges or derivatives linked to such securities.
Grade (RS Rating)
Last Trade
$32.81
Average Daily Volume
14,194
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
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
Number of Holdings
*
56
* may have additional holdings in another (foreign) market
Performance
Period | SMIZ | SAEF |
---|---|---|
30 Days | 1.91% | 0.29% |
60 Days | 7.49% | 7.37% |
90 Days | 8.10% | 10.73% |
12 Months | 33.61% | 32.60% |
1 Overlapping Holdings
Symbol | Grade | Weight in SMIZ | Weight in SAEF | Overlap | |
---|---|---|---|---|---|
MSGE | A | 1.11% | 0.97% | 0.97% |
SMIZ Underweight 55 Positions Relative to SAEF
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% | |
CRL | F | -1.93% | |
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% | |
KFY | C | -0.96% | |
HCKT | C | -0.94% | |
LESL | F | -0.94% | |
BIO | B | -0.93% | |
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% |
SMIZ: Top Represented Industries & Keywords
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