SAEF vs HEAL

Comparison between SCHWAB ARIEL ESG ETF (SAEF, ETF) and GLOBAL X HEALTHTECH ETF (HEAL, ETF).

5-Year PerformanceSAEF has outperformed HEAL, delivering a return of +5.1% compared to -14.3%

SAEF vs HEAL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SAEF(ETF)	HEAL(ETF)
Net Assets	$25M	$25M
Expense Ratio	0.59%	0.50%
Max Drawdown	28.37%	65.87%
Sharpe Ratio	1.03	-1.10
5Y Beta	1.03	0.95
P/E Ratio	29.98	-936.10
Forward P/E	15.82	27.25
5Y Dividends CAGR	N/A	38.09%
5Y EPS CAGR	8.43%	N/A
Debt to Equity	103.91%	49.03%
P/S Ratio	1.56	2.26
P/B Ratio	2.72	4.03

Net Assets

SAEF

$25M

Winner

HEAL

$25M

Expense Ratio

SAEF

0.59%

Winner

HEAL

0.50%

Max Drawdown

Winner

SAEF

28.37%

HEAL

65.87%

Sharpe Ratio

Winner

SAEF

1.03

HEAL

-1.10

5Y Beta

SAEF

1.03

Winner

HEAL

0.95

P/E Ratio

SAEF

29.98

Winner

HEAL

-936.10

Forward P/E

Winner

SAEF

15.82

HEAL

27.25

5Y Dividends CAGR

SAEF

N/A

HEAL

38.09%

5Y EPS CAGR

SAEF

8.43%

HEAL

N/A

Debt to Equity

SAEF

103.91%

Winner

HEAL

49.03%

P/S Ratio

Winner

SAEF

1.56

HEAL

2.26

P/B Ratio

Winner

SAEF

2.72

HEAL

4.03

SAEF vs HEAL - Holdings Comparison

SAEF and HEAL have 1 common holdings. Overlap is 0.00%

SAEF's top 25 holdings weight is 64.40%. HEAL's top 25 holdings weight is 83.41%.

Rank	SAEF	HEAL
#1	ONESPAWORLD HOLDINGS LTD (OSW) - 5.60%	DEXCOM INC (DXCM) - 4.90%
#2	THE BRINK'S CO (BCO) - 3.93%	PRO MEDICUS LTD (n/a) - 4.81%
#3	LINDBLAD EXPEDITIONS HOLDINGS INC (LIND) - 3.55%	IQVIA HOLDINGS INC (IQV) - 4.71%
#4	NORWEGIAN CRUISE LINE HOLDINGS LTD (NCLH) - 3.40%	OSCAR HEALTH INC CLASS A (OSCR) - 4.41%
#5	JONES LANG LASALLE INC (JLL) - 3.26%	VEEVA SYSTEMS INC CLASS A (VEEV) - 4.36%
#6	SPHERE ENTERTAINMENT CO ORDINARY SHARES CLASS A (SPHR) - 3.18%	GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 4.18%
#7	GENERAC HOLDINGS INC (GNRC) - 2.84%	HIMS & HERS HEALTH INC ORDINARY SHARES CLASS A (HIMS) - 4.13%
#8	KEYSIGHT TECHNOLOGIES INC (KEYS) - 2.83%	MASIMO CORP (MASI) - 4.10%
#9	NORTHERN TRUST CORP (NTRS) - 2.80%	KONINKLIJKE PHILIPS NV (n/a) - 3.98%
#10	NVENT ELECTRIC PLC (NVT) - 2.73%	TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 3.71%
#11	FIRST AMERICAN FINANCIAL CORP (FAF) - 2.64%	RESMED INC (RMD) - 3.65%
#12	RESIDEO TECHNOLOGIES INC (REZI) - 2.59%	INTUITIVE SURGICAL INC (ISRG) - 3.60%
#13	PRESTIGE CONSUMER HEALTHCARE INC (PBH) - 2.28%	INSULET CORP (PODD) - 3.35%
#14	COVISTA INC (CVSA) - 2.20%	WAYSTAR HOLDING CORP (WAY) - 3.29%
#15	KNOWLES CORP (KN) - 2.10%	IRHYTHM HOLDINGS INC (IRTC) - 3.27%
#16	ROYAL CARIBBEAN GROUP (RCL) - 2.08%	DEMANT AS (n/a) - 3.12%
#17	LITTELFUSE INC (LFUS) - 1.94%	ALIBABA HEALTH INFORMATION TECHNOLOGY LTD (n/a) - 2.89%
#18	CHARLES RIVER LABORATORIES INTERNATIONAL INC (CRL) - 1.90%	DOXIMITY INC CLASS A (DOCS) - 2.59%
#19	MADISON SQUARE GARDEN SPORTS CORP CLASS A (MSGS) - 1.87%	TRANSMEDICS GROUP INC (TMDX) - 2.51%
#20	MADISON SQUARE GARDEN ENTERTAINMENT CORP (MSGE) - 1.85%	ALIGNMENT HEALTHCARE INC (ALHC) - 2.43%
#21	WEX INC (WEX) - 1.83%	PRIVIA HEALTH GROUP INC (PRVA) - 2.24%
#22	THE MIDDLEBY CORP (MIDD) - 1.82%	HEARTFLOW INC (HTFL) - 1.91%
#23	FISERV INC (FISV) - 1.78%	HINGE HEALTH INC ORDINARY SHARES CLASS A (HNGE) - 1.86%
#24	ENVISTA HOLDINGS CORP ORDINARY SHARES (NVST) - 1.77%	RECURSION PHARMACEUTICALS INC CLASS A (RXRX) - 1.78%
#25	THE CARLYLE GROUP INC (CG) - 1.63%	4DMEDICAL LTD ORDINARY SHARES (n/a) - 1.63%
Total Holdings	59	43

SAEF vs HEAL - Historical Returns

Returns include dividend reinvestment.

Period	SAEF	HEAL
1 month	+4.82%	+3.76%
3 months	+13.17%	+4.19%
6 months	+11.62%	-14.72%
1 year	+24.52%	-19.71%
5 years(CAGR)	+5.10%	-14.30%
Max(CAGR)	+5.10%	-9.53%

Winner

SAEF

+4.82%

HEAL

+3.76%

Winner

SAEF

+13.17%

HEAL

+4.19%

Winner

SAEF

+11.62%

HEAL

-14.72%

Winner

SAEF

+24.52%

HEAL

-19.71%

5Y(CAGR)

Winner

SAEF

+5.10%

HEAL

-14.30%

Max(CAGR)

Winner

SAEF

+5.10%

HEAL

-9.53%

SAEF vs HEAL - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	SAEF	HEAL
2026	+11.78%	-11.74%
2025	+2.73%	-0.82%
2024	+16.80%	-1.50%
2023	+17.29%	-12.76%
2022	-18.64%	-29.86%
2021	-2.35%	-13.99%
2020	N/A	+23.87%

SAEF vs HEAL Drawdown Comparison

The maximum drawdown for SAEF was -28.05%, occurring on Sep 30, 2022. Recovery took 665 trading sessions.

The maximum drawdown for HEAL was -65.76%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current HEAL drawdown is -61.79%.

Rank	SAEF	HEAL
#1	-28.05% Nov 16, 2021 - Jul 12, 2024	-65.76% Feb 12, 2021 - Mar 30, 2026
#2	-27.40% Nov 25, 2024 - Jan 15, 2026	-8.95% Oct 13, 2020 - Nov 20, 2020
#3	-12.63% Feb 26, 2026 - Jun 11, 2026	-8.29% Sep 2, 2020 - Oct 5, 2020
#4	-8.01% Jul 31, 2024 - Aug 23, 2024	-6.44% Jan 25, 2021 - Feb 8, 2021
#5	-4.56% Aug 30, 2024 - Sep 19, 2024	-4.34% Aug 6, 2020 - Aug 20, 2020
#6	-3.80% Nov 11, 2024 - Nov 25, 2024	-2.64% Dec 23, 2020 - Jan 7, 2021
#7	-3.48% Feb 10, 2026 - Feb 26, 2026	-1.48% Aug 20, 2020 - Aug 31, 2020
#8	-2.92% Jul 16, 2024 - Jul 31, 2024	-1.37% Dec 10, 2020 - Dec 17, 2020
#9	-2.77% Jan 15, 2026 - Feb 6, 2026	-1.30% Dec 1, 2020 - Dec 8, 2020
#10	-2.65% Oct 17, 2024 - Nov 5, 2024	-1.25% Nov 23, 2020 - Nov 27, 2020
#11	-2.63% Sep 19, 2024 - Oct 11, 2024	-0.89% Jan 8, 2021 - Jan 12, 2021
#12	-0.49% Nov 6, 2024 - Nov 8, 2024	-0.68% Jan 14, 2021 - Jan 19, 2021
#13	-0.30% Aug 27, 2024 - Aug 30, 2024	-0.65% Jan 20, 2021 - Jan 22, 2021
#14	N/A	-0.54% Dec 8, 2020 - Dec 10, 2020
#15	N/A	-0.32% Feb 9, 2021 - Feb 11, 2021

Correlation

Correlation between SAEF and HEAL is -0.39 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.39

-101