SAEF vs. IYZ ETF Comparison
Comparison of Schwab Ariel ESG ETF (SAEF) to iShares U.S. Telecommunications ETF (IYZ)
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
$23.48
Average Daily Volume
1,804
57
IYZ
iShares U.S. Telecommunications ETF
IYZ Description
The investment seeks to track the investment results of an index composed of U.S. equities in the telecommunications 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 Telecommunications Index (the "underlying index"), which measures the performance of the telecommunications sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$21.12
Average Daily Volume
307,333
19
Performance
Period | SAEF | IYZ |
---|---|---|
30 Days | -2.15% | -0.87% |
60 Days | 2.57% | 2.52% |
90 Days | -1.42% | -3.06% |
12 Months | 10.10% | -0.87% |
1 Overlapping Holdings
Symbol | Grade | Weight in SAEF | Weight in IYZ | Overlap | |
---|---|---|---|---|---|
MSI | A | 1.46% | 4.4% | 1.46% |
SAEF Overweight 56 Positions Relative to IYZ
Symbol | Grade | Weight | |
---|---|---|---|
NCLH | C | 3.76% | |
OSW | B | 3.59% | |
LIND | F | 3.29% | |
BCO | B | 3.15% | |
KKR | A | 3.09% | |
NVT | B | 2.89% | |
REZI | C | 2.58% | |
ZBRA | C | 2.48% | |
CRL | F | 2.45% | |
NTRS | D | 2.23% | |
GS | B | 2.23% | |
PBH | C | 2.22% | |
FICO | B | 2.08% | |
GNRC | C | 2.07% | |
GNTX | D | 2.05% | |
CBRE | C | 1.87% | |
FAF | F | 1.85% | |
MAT | F | 1.85% | |
JLL | B | 1.78% | |
MTB | C | 1.7% | |
ZBH | F | 1.66% | |
LFUS | C | 1.55% | |
KEYS | F | 1.53% | |
KN | B | 1.48% | |
AXTA | A | 1.45% | |
KMT | C | 1.45% | |
LESL | D | 1.42% | |
SSD | F | 1.4% | |
IPG | F | 1.36% | |
MIDD | F | 1.35% | |
ST | C | 1.35% | |
SNA | D | 1.32% | |
MSGE | D | 1.32% | |
MAS | D | 1.31% | |
LH | F | 1.3% | |
PGR | C | 1.28% | |
DNB | F | 1.26% | |
ADTN | D | 1.25% | |
KMX | F | 1.2% | |
MSGS | C | 1.2% | |
AFL | B | 1.18% | |
ATGE | B | 1.14% | |
BWA | F | 1.13% | |
SRCL | A | 1.12% | |
PDCO | F | 1.1% | |
HCKT | C | 1.02% | |
BRC | B | 0.97% | |
MANU | C | 0.95% | |
MHK | C | 0.92% | |
KFY | C | 0.91% | |
REYN | C | 0.9% | |
BIO | F | 0.84% | |
NVST | F | 0.66% | |
SJM | D | 0.49% | |
PARA | F | 0.36% | |
PHIN | B | 0.25% |
SAEF Underweight 18 Positions Relative to IYZ
SAEF: Top Represented Industries & Keywords
IYZ: Top Represented Industries & Keywords