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ETFs

Schwab Ariel ESG ETF

SAEF
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Nov 16 2021
Expense Ratio
0.59%
Type
US Equities
Fund Owner
Schwab
Volume (1m avg. daily)
$36,952
AUM
$15,947,111
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus
View

Top 10 Holdings

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Norwegian Cruise Line Holdings Ltd
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LIND
Lindblad Expeditions Holdings Inc
3.24%
OSW
OneSpaWorld Holdings Limited
3.18%
FISV-USA
Fiserv, Inc.
2.82%
ZBRA
Zebra Technologies Corp. - Ordinary Shares - Class A
2.64%
BCO
Brink`s Co.
2.60%
MANU
Manchester United Plc. - Ordinary Shares - Class A
2.51%
NVT
nVent Electric plc
2.39%
REZI
Resideo Technologies Inc
2.10%
GNRC
Generac Holdings Inc
2.09%
Invest with SAEF

What is SAEF?

The fund seeks long-term growth of capital. Normally investing primarily in equity securities. Identifying early signs of long-term changes in the marketplace and focusing on those companies that may benefit from opportunities created by these changes by examining technological advances, product innovation, economic plans, demographics, social attitudes, and other factors, which can lead to investments in small and medium-sized companies.

ETFs related toSAEF

ETFs correlated to SAEF include SCHM, JHMM, BBMC

SAEF
Schwab Strategic Trust - Schwab Ariel ESG ETF
SCHM
Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
JHMM
John Hancock Investment Management LLC - John Hancock Multifactor Mid Cap ETF
BBMC
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
VB
Vanguard Group, Inc. - Vanguard Small Cap ETF
IWR
BlackRock Institutional Trust Company N.A. - iShares Russell Mid-Cap ETF
SMMD
BlackRock Institutional Trust Company N.A. - iShares Russell 2500 ETF
SPMD
SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
IJH
BlackRock Institutional Trust Company N.A. - iShares Core S&P Mid-Cap ETF
IVOO
Vanguard Group, Inc. - Vanguard S&P Mid-Cap 400 ETF
MDY
State Street Global Advisors - S&P MidCap 400 ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toSAEF

#PTAC

Pick the Trending Asset Class

Category

Momentum, Tactical Asset Allocation, Be Risk Aware, Ride the Momentum

Risk Rating

Moderate

#EMH

Emerging Markets with a Bond Hedge

Category

Momentum, Be Risk Aware, Diversification

Risk Rating

Aggressive

Create your own algorithmic trading strategy with SAEF using Composer

FAQ

SAEF is a US Equities ETF. The fund seeks long-term growth of capital. Normally investing primarily in equity securities. Identifying early signs of long-term changes in the marketplace and focusing on those companies that may benefit from opportunities created by these changes by examining technological advances, product innovation, economic plans, demographics, social attitudes, and other factors, which can lead to investments in small and medium-sized companies.

Yes, SAEF is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, SAEF is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on SAEF is -0.0384%. This is the percent change in the value of SAEF over the most recent 1-month period. The 3-month return on SAEF is -0.0423%. This is the percent change in the value of SAEF over the most recent 3-month period.

The standard deviation of SAEF for the past year is 0.2103%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to SAEF include SPHQ, DSI, and QUAL.

ETFs correlated to SAEF include SCHM, JHMM, and BBMC.

ETFs that are inversely correlated to SAEF include TZA, RWM, and SRTY.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.