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SAEF - ETF AI Analysis

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SAEF

Schwab Ariel ESG ETF (SAEF)

Rating:67Neutral
Price Target:
SAEF, the Schwab Ariel ESG ETF, has an overall rating that reflects a generally solid but not outstanding mix of holdings, led by strong contributors like Jones Lang LaSalle, Keysight Technologies, and Northern Trust, which benefit from strong financial performance, positive earnings calls, and supportive technical trends. However, weaker names such as Lindblad Expeditions and Generac Holdings, which face high leverage, weak cash flow, or bearish technical signals, along with some holdings showing valuation concerns, temper the fund’s rating and highlight risks tied to companies with financial and momentum challenges.
Positive Factors
Solid Recent Performance
The ETF has delivered strong gains so far this year, with especially strong returns in the most recent month.
Strong Top Contributors
Several of the largest holdings, such as Lindblad Expeditions, Sphere Entertainment, and Northern, have shown strong year-to-date performance that supports the fund’s overall results.
Broad Sector Diversification
Holdings spread across consumer, industrial, financial, technology, health care, and other sectors help reduce the impact of weakness in any single industry.
Negative Factors
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can modestly reduce net returns over time.
Concentrated in U.S. Market
With almost all assets in U.S. companies, the ETF offers limited geographic diversification and is heavily tied to the U.S. economy.
Mixed Performance Among Top Holdings
Some key positions, including Brink's Company, Norwegian Cruise Line, and Prestige Consumer Healthcare, have shown weak year-to-date performance, which can drag on the fund if the trend continues.

SAEF vs. SPDR S&P 500 ETF (SPY)

SAEF Summary

The Schwab Ariel ESG ETF (SAEF) is a U.S. stock fund that focuses on mid-size and smaller companies chosen for strong environmental, social, and governance (ESG) practices, rather than tracking a traditional index. It spreads investments across many sectors, including consumer, industrial, financial, and tech businesses. Well-known names in the fund include Norwegian Cruise Line and Northern Trust. Someone might invest in SAEF to seek long-term growth while aligning their money with their values and gaining diversification beyond large, famous companies. A key risk is that smaller-company stocks can be more volatile and can go up and down sharply with the market.
How much will it cost me?The Schwab Ariel ESG ETF (SAEF) has an expense ratio of 0.59%, which means you’ll pay $5.90 per year for every $1,000 invested. This is higher than the average for passively managed ETFs because SAEF is actively managed, focusing on ESG principles and niche market opportunities.
What would affect this ETF?The Schwab Ariel ESG ETF (SAEF) could benefit from increasing investor interest in ESG-focused investments and growth in mid-cap and small-cap companies, particularly in sectors like Consumer Cyclical and Technology, which are heavily weighted in this ETF. However, it may face challenges from economic slowdowns, rising interest rates, or regulatory changes that impact ESG standards or the extended market. Additionally, its U.S.-focused exposure means its performance is closely tied to domestic economic conditions.

SAEF Top 10 Holdings

SAEF leans heavily into U.S. mid- and small-cap names, with a clear tilt toward consumer and industrial stories rather than the usual Big Tech crowd. Recent strength from Generac, Keysight, and nVent Electric has been doing much of the heavy lifting, as these industrial and tech players ride solid demand and upbeat outlooks. On the flip side, Norwegian Cruise Line and Brink’s have been lagging, acting like a headwind just as travel and security should be tailwinds. Overall, the fund’s performance is being driven by a concentrated mix of U.S. niche operators rather than mega-cap giants.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
OneSpaWorld Holdings5.60%$1.29M$2.42B24.36%
70
Outperform
Brink's Company3.93%$903.45K$4.24B24.12%
74
Outperform
Lindblad Expeditions Holdings3.55%$816.61K$1.49B107.68%
53
Neutral
Norwegian Cruise Line3.40%$780.48K$8.32B-0.82%
64
Neutral
Jones Lang Lasalle3.26%$749.54K$13.73B31.60%
79
Outperform
Sphere Entertainment3.17%$729.76K$5.08B274.14%
66
Neutral
Generac Holdings2.84%$651.82K$16.75B123.67%
59
Neutral
Keysight Technologies2.83%$650.86K$59.44B115.54%
77
Outperform
Northern2.80%$643.98K$31.42B58.61%
78
Outperform
nVent Electric2.73%$626.53K$28.04B161.84%
76
Outperform

SAEF Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
29.18
Positive
100DMA
29.03
Positive
200DMA
28.26
Positive
Market Momentum
MACD
0.26
Negative
RSI
60.93
Neutral
STOCH
84.80
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SAEF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 29.60, equal to the 50-day MA of 29.18, and equal to the 200-day MA of 28.26, indicating a bullish trend. The MACD of 0.26 indicates Negative momentum. The RSI at 60.93 is Neutral, neither overbought nor oversold. The STOCH value of 84.80 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SAEF.

SAEF Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$25.15M0.59%
67
Neutral
$84.42M0.69%
69
Neutral
$78.35M0.38%
72
Outperform
$70.56M0.75%
72
Outperform
$32.49M0.75%
58
Neutral
$31.66M0.80%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SAEF
Schwab Ariel ESG ETF
30.34
6.03
24.80%
OASC
OneAscent Small Cap Core ETF
ASCE
Allspring SMID Core ETF
SMOX
Horizon Small/Mid Cap Core Equity ETF
BCSM
Baron SMID Cap ETF
HSMV
First Trust Horizon Managed Volatility Small/Mid ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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