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Schwab Ariel Opportunities ETF

Schwab · US8085246648

Schwab Ariel Opportunities ETF is an exchange-traded fund (ETF) from Schwab, traded under the ticker SAEF (ISIN US8085246648). It lets you buy a basket of holdings in a single trade, spreading your money across them rather than one company. In plain terms it is about owning small slices of companies, so you share in their growth when they do well…

Equity ?Unknown Physical ?United States ?
Higher feeOwns the shares directlyOther
Fund size (AUM) ?
€16.3M
1-year return ?
-8.5%
Price Return · to 2026-07-17
Yearly fee (TER) ?
0.59%
All-in cost ≈ 0.00%

About this fund

What you own

By holding it, this fund gives you a stake in around 59 companies across Other in a single purchase.

How it works

The fund actually buys every share in the index it tracks (full replication).

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Owning every holding keeps things transparent — what is in the index is what the fund actually owns. It can be a touch costlier to run for indexes with thousands of tiny positions, since the fund has to buy and maintain them all. There is no swap bank involved, so there is no extra “what if the partner fails” question to weigh.

Cost

0.59%Yearly fee (TER)
0.00%All-in cost

The yearly running cost of the fund, shown as a % of your money. Lower is cheaper.

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For example, a 0.20% fee works out at €0.20 a year for every €100 invested — that’s a generic illustration of the mechanic, not this fund’s own fee. It is skimmed quietly from inside the fund a little each day, so you never get a bill — but it drags on your return every year you hold. On a broad index ETF it is usually a small fraction of a percent; the gap between a cheap and a pricey fund looks tiny on day one but compounds over decades, which is why it is worth a glance.

Fund facts

Replication ?
Physical
Full — buys every share
Launched
Nov 2021
5-year track record

Performance

69.185.3102118134202120242026

Growth of $100 invested — the line starts at $100.

Schwab Ariel Opportunities ETF

End-of-day prices, rebased to a common start so the shapes are comparable. Past performance does not predict future results.

YTD-11.7%
1 year-8.5%
3 years+2.2%

Return, year by year

-18.8
+17.3
+15.6
+1.9
'22'23'24'25
3 of 4 up yearsBest: 2023 +17.3%Worst: 2022 -18.8%Calendar-year total returns, in USD

How bumpy has it been?

29.1%
Volatility (1y) ?
How much the price swings year to year — lower is calmer.
-27.5%
Worst drop (3y) ?
The biggest fall from a peak over the last three years.
0.09
Return for the risk (3y) ?
Reward earned per unit of bumpiness.

The bigger picture

-3.4%
Since inception
Total growth since launch — about -0.7% a year.
+48.2%
Best 12 months
The strongest one-year stretch on record.
-20.6%
Worst 12 months
The weakest one-year stretch on record.
-28.4%
Worst fall on record ?
It clawed back in about 22 months.

What's inside

By sector ?

Consumer Discretionary23.1%
Industrials20.0%
Financials18.4%
Technology10.9%
Health Care9.9%
Communication Services9.3%
Real Estate4.4%
Consumer Staples1.6%

The 10 biggest holdings make up 34.1% of the fund — the rest is spread across roughly 49 more companies.

Top 10 holdings

#CompanyWeight
1ONESPAWORLD HOLDINGS LTD5.6%
2BRINKS3.9%
3LINDBLAD EXPEDITIONS HOLDINGS INC3.6%
4NORWEGIAN CRUISE LINE HOLDINGS LTD3.4%
5JONES LANG LASALLE INC3.3%
6SPHERE ENTERTAINMENT CLASS A3.2%
7GENERAC HOLDINGS INC2.8%
8KEYSIGHT TECHNOLOGIES INC2.8%
9NORTHERN TRUST CORP2.8%
10NVENT ELECTRIC PLC2.7%

Where to buy this fund

Set from your language & location — change it if it's wrong.

Where it trades

ExchangeTickerCurrency
NYSESAEFUSD★ Primary
EUR listings
Frankfurt09S0EUR
USD listings
NYSE ArcaSAEFUSD
OCSAEFUSD
UASAEFUSD
UBSAEFUSD
UCSAEFUSD
UDSAEFUSD
UFSAEFUSD
UMSAEFUSD
USSAEFUSD
UTSAEFUSD
UXSAEFUSD
VFSAEFUSD
VGSAEFUSD
VJSAEFUSD
VKSAEFUSD
VLSAEFUSD
VPSAEFUSD
VYSAEFUSD
For serious comparison — full data holdings, percentiles, advanced risk, tilt, flows

Full holdings

As of 2026-07-17 · the fund's own published holdings.

#CompanyWeight
1ONESPAWORLD HOLDINGS LTD5.6%
2BRINKS3.9%
3LINDBLAD EXPEDITIONS HOLDINGS INC3.6%
4NORWEGIAN CRUISE LINE HOLDINGS LTD3.4%
5JONES LANG LASALLE INC3.3%
6SPHERE ENTERTAINMENT CLASS A3.2%
7GENERAC HOLDINGS INC2.8%
8KEYSIGHT TECHNOLOGIES INC2.8%
9NORTHERN TRUST CORP2.8%
10NVENT ELECTRIC PLC2.7%
11FIRST AMERICAN FINANCIAL CORP2.6%
12RESIDEO TECHNOLOGIES INC2.6%
13PRESTIGE CONSUMER HEALTHCARE INC2.3%
14COVISTA INC2.2%
15KNOWLES CORP2.1%
16ROYAL CARIBBEAN GROUP LTD2.1%
17LITTELFUSE INC1.9%
18CHARLES RIVER LABORATORIES INTERNA1.9%
19MADISON SQUARE GARDEN SPORTS CORP1.9%
20MADISON SQUARE GARDEN ENTERTAINMEN1.9%
21WEX INC1.8%
22MIDDLEBY CORP1.8%
23FISERV INC1.8%
24ENVISTA HOLDINGS CORP1.8%
25CARLYLE GROUP INC1.6%
26KKR AND CO INC1.5%
27BIO RAD LABORATORIES INC CLASS A1.5%
28GENTEX CORP1.5%
29LAZARD INC1.5%
30MANCHESTER UNITED PLC CLASS A1.4%
31LABCORP HOLDINGS INC1.4%
32ZEBRA TECHNOLOGIES CORP CLASS A1.4%
33M&T BANK1.4%
34MATTEL INC1.3%
35MOTOROLA SOLUTIONS INC1.3%
36SSC GOVERNMENT MM GVMXX1.3%
37KENNAMETAL INC1.2%
38AXALTA COATING SYSTEMS LTD1.2%
39CBRE GROUP INC CLASS A1.1%
40SNAP ON INC1.1%
41ADT INC1.1%
42SIMPSON MANUFACTURING INC1.0%
43ZIMMER BIOMET HOLDINGS INC1.0%
44JM SMUCKER1.0%
45AFLAC INC1.0%
46BRADY NONVOTING CORP CLASS A1.0%
47OMNICOM GROUP INC1.0%
48FAIR ISAAC CORP0.9%
49MASCO CORP0.9%
50PROGRESSIVE CORP0.9%
51RLI CORP0.9%
52MOHAWK INDUSTRIES INC0.8%
53KORN FERRY0.8%
54CARMAX INC0.6%
55REYNOLDS CONSUMER PRODUCTS INC0.6%
56FACTSET RESEARCH SYSTEMS INC0.6%
57LKQ CORP0.5%
58PHINIA INC0.4%
59HACKETT GROUP INC0.4%

⭳ Download full holdings (CSV)

How it ranks vs peers

🪙 Cheaper than 10% of similar ETFs📈 Higher 1-yr return than 3%📈 Higher 3-yr return than 12%📊 Behind its category by 27.0% (1-yr) (category average +18.4%)📊 Behind its category by 9.4% (3-yr) (category average +11.6%)

Versus the Equity (stocks) · Other · USD ETFs we track.

Advanced risk

0.12
Sortino (3y) ?
0.08
Calmar (3y) ?
25.4%
Downside deviation ?
58%
Up months (hit rate) ?
$32.05
52-week high ?
$24.27
52-week low ?

Concentration depth

~44 ?
Effective number of holdings

Roughly 59 companies are held, but the largest names carry most of the weight — so it behaves like ~44 equal-sized positions.

Tilt vs a world tracker

US+90.2
United States-72.1
Technology-18.2
Consumer Discretionary+14.1
Industrials+8.4
Japan-5.9

Percentage points over / under a broad world-equity tracker (not a licensed benchmark).

Similar funds

We found 6 funds that do much the same job as this one. To pick them we matched this fund's asset class and region, then show how close each match is below.

Matched on🌍 Other stocks
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Why it's similarThis is the fund on this page.
StocksUnknownPhysicalCheaper fee
StocksUnknownPhysicalCheaper fee
StocksCheaper fee
Copies the index with a swap, not by holding the shares.
StocksUnknownPhysicalCheaper fee
StocksPhysicalCheaper fee
StocksPhysicalCheaper fee
Index trackedTechnology Select Sector IndexFTSE Developed ex US IndexS&P 500® Total Return (Net) IndexFinancial Select Sector Index® ® S&p® 500 Mxn Hdg® ® S&p® 500 Hdg
Yearly fee (TER)0.59%0.08%0.03%0.05%0.08%0.05%0.05%
All-in cost0.00%0.00%0.00%0.12%0.00%0.06%0.06%
Fund size€16.3M€100.7B€57.6B€50.3B€48.9B€36.7B€36.7B
DomicileUnited StatesUnited StatesUnited StatesIrelandUnited StatesIrelandIreland
ReplicationPhysical (full)Physical (full)Physical (full)Synthetic (swap)Physical (full)Physical (full)Physical (full)
3-yr return p.a.+2.2%+26.5%+13.9%-73.9%+16.7%
5-yr return p.a.+18.6%+6.7%+9.2%
# holdings59771,49457280505505

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Data as of 2026-07-17 · Source: issuer data, compiled by Finance Hamster

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