SAEFSchwab Ariel Opportunities ETF
Grow my money#2193 of 2944 for Grow my money
Seeks long-term capital appreciation.
Schwab ETFs · Since 2021 (4 years)
Annual Cost
0.59%
#2801 out of 5,332 ETFs
Fund Size
$23M
#4011 out of 5,332 ETFs
Dividend Yield
0.38%
Track Record
4 years
#2615 out of 5,332 ETFs
Performance
1 Year
+29.5%
3 Years
+13.9%
5 Years
N/A
What's inside
Asset class
Region
Strategy
active selection
Cap
smid
Asset allocation
Stocks
98.9%
Cash
1.1%
Sector breakdown
Consumer Cyclical
22.4%
Industrials
20.4%
Financial Services
16.3%
Technology
14.2%
Healthcare
10.2%
Communication
6.5%
Real Estate
4.7%
Consumer Defensive
2.8%
Other
2.4%
Top holdings
OneSpaWorld Holdings LtdOSW5.1%
The Brink's CoBCO4.7%
Lindblad Expeditions Holdings IncLIND4.4%
Norwegian Cruise Line Holdings LtdNCLH4.1%
Jones Lang LaSalle IncJLL3.3%
Northern Trust CorpNTRS2.7%
Resideo Technologies IncREZI2.7%
First American Financial CorpFAF2.7%
Sphere Entertainment Co Ordinary Shares - Class ASPHR2.6%
Prestige Consumer Healthcare IncPBH2.4%
Risk profile
Volatility (1Y)
19.5%
Moderate
Max drawdown
-28.1%
Worst peak-to-trough loss
Sharpe (3Y)
0.58
Decent risk-adjusted returns
Sortino (3Y)
0.85
Moderate downside risk
Similar ETFs
Data updated on 2026-05-05