SAEF vs PSCF
Comparison between SCHWAB ARIEL ESG ETF (SAEF, ETF) and INVESCO S&P SMALLCAP FINANCIALS ETF (PSCF, ETF).
5-Year PerformanceSAEF has outperformed PSCF, delivering a return of +4.5% compared to +3.4%
SAEF vs PSCF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SAEF
$25M
PSCF
$25M
Expense Ratio
SAEF
0.59%
Winner
PSCF
0.29%
Max Drawdown
Winner
SAEF
28.37%
PSCF
49.85%
Sharpe Ratio
Winner
SAEF
1.01
PSCF
0.97
5Y Beta
SAEF
1.03
Winner
PSCF
0.87
P/E Ratio
SAEF
31.51
Winner
PSCF
17.04
Forward P/E
SAEF
15.72
Winner
PSCF
12.32
5Y Dividends CAGR
SAEF
N/A
PSCF
-5.21%
5Y EPS CAGR
SAEF
8.10%
Winner
PSCF
8.60%
Debt to Equity
SAEF
103.99%
Winner
PSCF
55.74%
P/S Ratio
SAEF
1.54
Winner
PSCF
1.32
P/B Ratio
SAEF
2.69
Winner
PSCF
1.40
SAEF vs PSCF - Holdings Comparison
SAEF and PSCF have 1 common holdings. Overlap is 0.00%
SAEF's top 25 holdings weight is 64.40%. PSCF's top 25 holdings weight is 32.89%.
| Rank | SAEF | PSCF |
|---|---|---|
| #1 | ONESPAWORLD HOLDINGS LTD (OSW) - 5.60% | STONEX GROUP INC (SNEX) - 1.93% |
| #2 | THE BRINK'S CO (BCO) - 3.93% | JACKSON FINANCIAL INC (JXN) - 1.82% |
| #3 | LINDBLAD EXPEDITIONS HOLDINGS INC (LIND) - 3.55% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 1.75% |
| #4 | NORWEGIAN CRUISE LINE HOLDINGS LTD (NCLH) - 3.40% | TERRENO REALTY CORP (TRNO) - 1.68% |
| #5 | JONES LANG LASALLE INC (JLL) - 3.26% | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 1.59% |
| #6 | SPHERE ENTERTAINMENT CO ORDINARY SHARES CLASS A (SPHR) - 3.18% | FIRST BANCORP (FBP) - 1.51% |
| #7 | GENERAC HOLDINGS INC (GNRC) - 2.84% | MACERICH CO (MAC) - 1.50% |
| #8 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 2.83% | LINCOLN NATIONAL CORP (LNC) - 1.46% |
| #9 | NORTHERN TRUST CORP (NTRS) - 2.80% | AMERIS BANCORP (ABCB) - 1.33% |
| #10 | NVENT ELECTRIC PLC (NVT) - 2.73% | PIPER SANDLER COS (PIPR) - 1.32% |
| #11 | FIRST AMERICAN FINANCIAL CORP (FAF) - 2.64% | ATLANTIC UNION BANKSHARES CORP (AUB) - 1.31% |
| #12 | RESIDEO TECHNOLOGIES INC (REZI) - 2.59% | n/a (HASI) - 1.27% |
| #13 | PRESTIGE CONSUMER HEALTHCARE INC (PBH) - 2.28% | RITHM CAPITAL CORP (RITM) - 1.25% |
| #14 | COVISTA INC (CVSA) - 2.20% | n/a (PECO) - 1.24% |
| #15 | KNOWLES CORP (KN) - 2.10% | AXOS FINANCIAL INC (AX) - 1.20% |
| #16 | ROYAL CARIBBEAN GROUP (RCL) - 2.08% | MOELIS & CO CLASS A (MC) - 1.18% |
| #17 | LITTELFUSE INC (LFUS) - 1.94% | MARKETAXESS HOLDINGS INC (MKTX) - 1.18% |
| #18 | CHARLES RIVER LABORATORIES INTERNATIONAL INC (CRL) - 1.90% | RADIAN GROUP INC (RDN) - 1.17% |
| #19 | MADISON SQUARE GARDEN SPORTS CORP CLASS A (MSGS) - 1.87% | OUTFRONT MEDIA INC (OUT) - 1.17% |
| #20 | MADISON SQUARE GARDEN ENTERTAINMENT CORP (MSGE) - 1.85% | MILLROSE PROPERTIES INC CLASS A (MRP) - 1.03% |
| #21 | WEX INC (WEX) - 1.83% | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 1.01% |
| #22 | THE MIDDLEBY CORP (MIDD) - 1.82% | FULTON FINANCIAL CORP (FULT) - 1.01% |
| #23 | FISERV INC (FISV) - 1.78% | TANGER INC (SKT) - 1.00% |
| #24 | ENVISTA HOLDINGS CORP ORDINARY SHARES (NVST) - 1.77% | VIRTU FINANCIAL INC CLASS A (VIRT) - 1.00% |
| #25 | THE CARLYLE GROUP INC (CG) - 1.63% | UNITED COMMUNITY BANKS INC (UCB) - 0.98% |
| Total Holdings | 59 | 165 |
SAEF vs PSCF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SAEF
+1.28%
PSCF
-0.40%
3M
SAEF
+3.60%
Winner
PSCF
+4.75%
6M
Winner
SAEF
+11.24%
PSCF
+8.92%
1Y
Winner
SAEF
+23.45%
PSCF
+21.07%
5Y(CAGR)
Winner
SAEF
+4.48%
PSCF
+3.38%
10Y(CAGR)
SAEF
N/A
PSCF
+7.00%
Max(CAGR)
SAEF
+4.48%
Winner
PSCF
+8.64%
SAEF vs PSCF - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | SAEF | PSCF |
|---|---|---|
| 2026 | +8.69% | +7.54% |
| 2025 | +2.73% | +7.13% |
| 2024 | +16.80% | +15.71% |
| 2023 | +17.29% | +6.09% |
| 2022 | -18.64% | -19.98% |
| 2021 | -2.35% | +30.10% |
| 2020 | N/A | -8.32% |
| 2019 | N/A | +22.86% |
| 2018 | N/A | -8.04% |
| 2017 | N/A | +6.37% |
| 2016 | N/A | +36.01% |
| 2015 | N/A | +0.27% |
| 2014 | N/A | +9.62% |
| 2013 | N/A | +28.98% |
| 2012 | N/A | +15.33% |
| 2011 | N/A | -0.09% |
| 2010 | N/A | +7.50% |
SAEF vs PSCF Drawdown Comparison
The maximum drawdown for SAEF was -28.05%, occurring on Sep 30, 2022. Recovery took 665 trading sessions.
The maximum drawdown for PSCF was -45.39%, occurring on Mar 23, 2020. Recovery took 257 trading sessions.
The current SAEF drawdown is -1.45%. The current PSCF drawdown is -1.58%.
| Rank | SAEF | PSCF |
|---|---|---|
| #1 | -28.05% Nov 16, 2021 - Jul 12, 2024 | -45.39% Feb 13, 2020 - Feb 22, 2021 |
| #2 | -27.40% Nov 25, 2024 - Jan 15, 2026 | -36.79% Nov 5, 2021 - Nov 6, 2024 |
| #3 | -12.63% Feb 26, 2026 - Mar 30, 2026 | -24.35% Nov 25, 2024 - Jan 15, 2026 |
| #4 | -8.01% Jul 31, 2024 - Aug 23, 2024 | -23.97% Apr 29, 2011 - Jan 24, 2012 |
| #5 | -4.56% Aug 30, 2024 - Sep 19, 2024 | -21.45% Aug 21, 2018 - Dec 16, 2019 |
| #6 | -3.80% Nov 11, 2024 - Nov 25, 2024 | -18.25% Apr 23, 2010 - Dec 22, 2010 |
| #7 | -3.48% Feb 10, 2026 - Feb 26, 2026 | -18.01% Dec 1, 2015 - Jun 1, 2016 |
| #8 | -2.92% Jul 16, 2024 - Jul 31, 2024 | -11.90% Jul 16, 2015 - Nov 6, 2015 |
| #9 | -2.77% Jan 15, 2026 - Feb 6, 2026 | -11.06% Jun 8, 2021 - Oct 14, 2021 |
| #10 | -2.65% Oct 17, 2024 - Nov 5, 2024 | -10.16% Sep 14, 2012 - Jan 2, 2013 |
| #11 | -2.63% Sep 19, 2024 - Oct 11, 2024 | -9.91% Feb 6, 2026 - Apr 17, 2026 |
| #12 | -0.49% Nov 6, 2024 - Nov 8, 2024 | -9.42% Mar 1, 2017 - Oct 2, 2017 |
| #13 | -0.30% Aug 27, 2024 - Aug 30, 2024 | -9.00% Apr 2, 2012 - Jul 3, 2012 |
| #14 | N/A | -8.14% Mar 12, 2021 - Jun 7, 2021 |
| #15 | N/A | -8.09% Jan 22, 2014 - Mar 4, 2014 |
Correlation
Correlation between SAEF and PSCF is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2010 - 2026)
SAEF vs PSCF dividend yield comparison.
| Year | SAEF | PSCF |
|---|---|---|
| 2026 | 0.03% | 0.65% |
| 2025 | 0.38% | 2.09% |
| 2024 | 0.46% | 2.48% |
| 2023 | 0.46% | 3.32% |
| 2022 | 0.61% | 2.93% |
| 2021 | 0.09% | 1.83% |
| 2020 | 0.00% | 3.57% |
| 2019 | 0.00% | 4.27% |
| 2018 | 0.00% | 4.21% |
| 2017 | 0.00% | 2.26% |
| 2016 | 0.00% | 3.01% |
| 2015 | 0.00% | 2.37% |
| 2014 | 0.00% | 2.43% |
| 2013 | 0.00% | 2.31% |
| 2012 | 0.00% | 2.36% |
| 2011 | 0.00% | 1.98% |
| 2010 | 0.00% | 1.65% |
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