BDCX vs. SCHJ ETF Comparison
Comparison of ETRACS Quarterly Pay 1.5X Leveraged Wells Fargo BDC Index ETN (BDCX) to HCM Defender 500 Index ETF (SCHJ)
BDCX
ETRACS Quarterly Pay 1.5X Leveraged Wells Fargo BDC Index ETN
BDCX Description
The investment seeks to provide 1.5 times leveraged long exposure to the compounded quarterly performance of the Wells Fargo Business Development Company Index, reduced by the Accrued Fees. The index is intended to measure the performance of all business development companies listed on the New York Stock Exchange, NYSE AMEX or The Nasdaq Stock Market, Inc. that satisfy specified market capitalization and other eligibility requirements. It is a proprietary index of Wells Fargo Securities, LLC.
Grade (RS Rating)
Last Trade
$33.97
Average Daily Volume
3,593
Number of Holdings
*
23
* may have additional holdings in another (foreign) market
SCHJ
HCM Defender 500 Index ETF
SCHJ Description
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays US 1-5 Year Corporate Bond Index. To pursue its goal, the fund generally invests in securities that are included in the index. The index measures the performance of U.S. investment grade, taxable corporate bonds with maturities greater than or equal to one year and less than five years that have $300 million or more of outstanding face value. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.Grade (RS Rating)
Last Trade
$48.17
Average Daily Volume
44,204
Number of Holdings
*
437
* may have additional holdings in another (foreign) market
Performance
| Period | BDCX | SCHJ |
|---|---|---|
| 30 Days | 4.71% | 1.13% |
| 60 Days | 8.12% | 0.44% |
| 90 Days | 9.97% | 0.87% |
| 12 Months | 40.81% | 5.21% |
11 Overlapping Holdings
| Symbol | Grade | Weight in BDCX | Weight in SCHJ | Overlap | |
|---|---|---|---|---|---|
| ARCC | A | 17.86% | 0.03% | 0.03% | |
| BCSF | A | 2.09% | 0.02% | 0.02% | |
| FSK | A | 11.43% | 0.0% | 0.0% | |
| GBDC | C | 4.5% | 0.02% | 0.02% | |
| GSBD | A | 4.48% | 0.02% | 0.02% | |
| HTGC | A | 4.42% | 0.02% | 0.02% | |
| MAIN | C | 5.85% | 0.03% | 0.03% | |
| OCSL | D | 3.54% | 0.02% | 0.02% | |
| PSEC | D | 5.48% | 0.02% | 0.02% | |
| TCPC | C | 2.36% | 0.02% | 0.02% | |
| TSLX | A | 4.71% | 0.02% | 0.02% |
BDCX Underweight 426 Positions Relative to SCHJ
| Symbol | Grade | Weight | |
|---|---|---|---|
| HPQ | C | -0.1% | |
| CARR | A | -0.1% | |
| MDT | C | -0.1% | |
| BIIB | C | -0.1% | |
| COP | D | -0.09% | |
| BABA | B | -0.09% | |
| DD | A | -0.09% | |
| V | C | -0.09% | |
| TAP | D | -0.08% | |
| OTIS | C | -0.07% | |
| KLAC | A | -0.07% | |
| CME | D | -0.07% | |
| BLK | C | -0.07% | |
| STLA | D | -0.07% | |
| GILD | F | -0.07% | |
| NI | A | -0.06% | |
| WBA | F | -0.06% | |
| TMUS | B | -0.06% | |
| ORCL | D | -0.06% | |
| CHTR | F | -0.06% | |
| ETN | B | -0.05% | |
| KO | A | -0.05% | |
| RF | B | -0.05% | |
| MCHP | C | -0.05% | |
| SJM | D | -0.05% | |
| EMN | A | -0.05% | |
| ADP | C | -0.05% | |
| SF | A | -0.05% | |
| HRL | B | -0.05% | |
| ATO | C | -0.05% | |
| VRSK | A | -0.05% | |
| TGT | D | -0.05% | |
| BDX | F | -0.05% | |
| BERY | C | -0.05% | |
| SYF | B | -0.05% | |
| DLTR | D | -0.05% | |
| MRK | B | -0.05% | |
| GS | A | -0.05% | |
| MSFT | C | -0.05% | |
| ITW | D | -0.04% | |
| SPGI | B | -0.04% | |
| UHS | C | -0.04% | |
| DXC | F | -0.04% | |
| AMAT | C | -0.04% | |
| NTRS | B | -0.04% | |
| CMA | B | -0.04% | |
| BHP | D | -0.04% | |
| PPL | A | -0.04% | |
| FDX | C | -0.04% | |
| MLM | C | -0.04% | |
| WLK | B | -0.04% | |
| JBHT | D | -0.04% | |
| DOW | B | -0.04% | |
| VFC | F | -0.04% | |
| PH | A | -0.04% | |
| MA | D | -0.04% | |
| HON | C | -0.04% | |
| MOS | F | -0.04% | |
| RPRX | F | -0.04% | |
| FOXA | B | -0.04% | |
| JEF | A | -0.04% | |
| GSK | A | -0.04% | |
| NOC | C | -0.04% | |
| LUV | D | -0.04% | |
| DIS | D | -0.04% | |
| SBUX | F | -0.04% | |
| AXP | A | -0.04% | |
| HCA | C | -0.04% | |
| AIG | A | -0.04% | |
| AMZN | B | -0.04% | |
| AAPL | B | -0.04% | |
| DELL | B | -0.04% | |
| AMCR | A | -0.03% | |
| TPR | D | -0.03% | |
| FAF | D | -0.03% | |
| KEYS | D | -0.03% | |
| VMC | B | -0.03% | |
| HP | F | -0.03% | |
| THG | A | -0.03% | |
| DLR | D | -0.03% | |
| EA | F | -0.03% | |
| BWA | B | -0.03% | |
| PHM | B | -0.03% | |
| IFF | A | -0.03% | |
| SWKS | F | -0.03% | |
| EMR | B | -0.03% | |
| EQR | A | -0.03% | |
| KMPR | B | -0.03% | |
| HAS | C | -0.03% | |
| CLX | D | -0.03% | |
| TEL | A | -0.03% | |
| RL | D | -0.03% | |
| GP | F | -0.03% | |
| ORI | A | -0.03% | |
| TME | B | -0.03% | |
| GWW | D | -0.03% | |
| FTNT | F | -0.03% | |
| BC | D | -0.03% | |
| LII | B | -0.03% | |
| JBL | D | -0.03% | |
| ED | A | -0.03% | |
| SNX | A | -0.03% | |
| AN | B | -0.03% | |
| LDOS | A | -0.03% | |
| MHK | C | -0.03% | |
| WB | C | -0.03% | |
| BAX | F | -0.03% | |
| CE | D | -0.03% | |
| FRT | C | -0.03% | |
| OPI | D | -0.03% | |
| FTV | D | -0.03% | |
| JD | B | -0.03% | |
| MSI | A | -0.03% | |
| AWH | F | -0.03% | |
| JCI | B | -0.03% | |
| IP | B | -0.03% | |
| PVH | D | -0.03% | |
| JHG | A | -0.03% | |
| VNT | D | -0.03% | |
| BKU | B | -0.03% | |
| VRSN | F | -0.03% | |
| CNO | A | -0.03% | |
| KEY | B | -0.03% | |
| ALL | B | -0.03% | |
| SWK | D | -0.03% | |
| DG | D | -0.03% | |
| LHX | A | -0.03% | |
| MKC | B | -0.03% | |
| DGX | B | -0.03% | |
| FANG | B | -0.03% | |
| EBAY | D | -0.03% | |
| EVRG | B | -0.03% | |
| AVT | A | -0.03% | |
| ALLY | B | -0.03% | |
| MDLZ | B | -0.03% | |
| HAL | F | -0.03% | |
| PXD | B | -0.03% | |
| TT | A | -0.03% | |
| MPC | D | -0.03% | |
| TMO | B | -0.03% | |
| VLO | D | -0.03% | |
| WMB | A | -0.03% | |
| LVS | D | -0.03% | |
| MU | B | -0.03% | |
| EPD | B | -0.03% | |
| EXC | B | -0.03% | |
| NVDA | B | -0.03% | |
| FIS | A | -0.03% | |
| PFE | C | -0.03% | |
| GOOGL | B | -0.03% | |
| PYPL | C | -0.03% | |
| BIDU | C | -0.03% | |
| USB | D | -0.03% | |
| CSCO | D | -0.03% | |
| HPE | D | -0.03% | |
| GE | C | -0.03% | |
| IBM | D | -0.03% | |
| WMT | B | -0.03% | |
| XOM | B | -0.03% | |
| C | A | -0.03% | |
| ABBV | D | -0.03% | |
| HSBC | C | -0.03% | |
| MS | A | -0.03% | |
| BAC | A | -0.03% | |
| FNB | A | -0.02% | |
| VLY | D | -0.02% | |
| SNV | A | -0.02% | |
| WAL | B | -0.02% | |
| ALLE | D | -0.02% | |
| ADI | A | -0.02% | |
| AIZ | D | -0.02% | |
| APD | C | -0.02% | |
| DOV | A | -0.02% | |
| LEG | F | -0.02% | |
| RGA | A | -0.02% | |
| KSS | F | -0.02% | |
| SBRA | B | -0.02% | |
| EQH | A | -0.02% | |
| GXO | C | -0.02% | |
| NEU | D | -0.02% | |
| CTVA | B | -0.02% | |
| AGO | D | -0.02% | |
| RNR | D | -0.02% | |
| HES | B | -0.02% | |
| TRMB | D | -0.02% | |
| ADM | C | -0.02% | |
| KRC | D | -0.02% | |
| TKR | B | -0.02% | |
| OC | A | -0.02% | |
| ADSK | D | -0.02% | |
| JNPR | D | -0.02% | |
| RS | D | -0.02% | |
| PNW | B | -0.02% | |
| ILMN | F | -0.02% | |
| G | D | -0.02% | |
| HRB | A | -0.02% | |
| RPM | D | -0.02% | |
| EL | F | -0.02% | |
| FHN | A | -0.02% | |
| CF | F | -0.02% | |
| STLD | D | -0.02% | |
| DAL | A | -0.02% | |
| LLY | C | -0.02% | |
| LNC | B | -0.02% | |
| LNT | B | -0.02% | |
| HOG | D | -0.02% | |
| UNM | B | -0.02% | |
| PKG | D | -0.02% | |
| HUBB | C | -0.02% | |
| LAZ | D | -0.02% | |
| BR | D | -0.02% | |
| TDY | D | -0.02% | |
| BKH | B | -0.02% | |
| VOYA | B | -0.02% | |
| SLG | B | -0.02% | |
| PFG | C | -0.02% | |
| NUE | D | -0.02% | |
| WPC | B | -0.02% | |
| WM | A | -0.02% | |
| MRVL | D | -0.02% | |
| ROK | D | -0.02% | |
| INTU | D | -0.02% | |
| BG | B | -0.02% | |
| NTAP | B | -0.02% | |
| L | A | -0.02% | |
| KR | C | -0.02% | |
| SHW | D | -0.02% | |
| AON | D | -0.02% | |
| KMB | B | -0.02% | |
| A | B | -0.02% | |
| HII | D | -0.02% | |
| MCO | A | -0.02% | |
| LYB | C | -0.02% | |
| H | D | -0.02% | |
| ARE | D | -0.02% | |
| DHI | D | -0.02% | |
| CNP | B | -0.02% | |
| CNA | B | -0.02% | |
| NNN | A | -0.02% | |
| UAL | B | -0.02% | |
| EQIX | D | -0.02% | |
| WEC | B | -0.02% | |
| AWK | B | -0.02% | |
| R | A | -0.02% | |
| DVN | C | -0.02% | |
| TJX | C | -0.02% | |
| CAH | F | -0.02% | |
| HBAN | A | -0.02% | |
| SRE | A | -0.02% | |
| XEL | C | -0.02% | |
| MMM | A | -0.02% | |
| WAB | A | -0.02% | |
| SITC | D | -0.02% | |
| ORLY | D | -0.02% | |
| CFG | A | -0.02% | |
| NDAQ | C | -0.02% | |
| LEN | C | -0.02% | |
| EXPE | F | -0.02% | |
| BKNG | B | -0.02% | |
| PEG | A | -0.02% | |
| D | A | -0.02% | |
| ABT | F | -0.02% | |
| AMP | A | -0.02% | |
| LH | D | -0.02% | |
| SYK | D | -0.02% | |
| ROST | D | -0.02% | |
| AGR | B | -0.02% | |
| PM | A | -0.02% | |
| K | B | -0.02% | |
| ETR | A | -0.02% | |
| CNHI | D | -0.02% | |
| MET | B | -0.02% | |
| NXPI | A | -0.02% | |
| SPG | D | -0.02% | |
| HST | D | -0.02% | |
| GLPI | D | -0.02% | |
| STZ | C | -0.02% | |
| CRM | D | -0.02% | |
| MO | A | -0.02% | |
| GPN | F | -0.02% | |
| CAT | C | -0.02% | |
| CM | C | -0.02% | |
| TSN | C | -0.02% | |
| QCOM | A | -0.02% | |
| DUK | A | -0.02% | |
| ICE | D | -0.02% | |
| AL | C | -0.02% | |
| SYY | D | -0.02% | |
| UPS | D | -0.02% | |
| MMC | B | -0.02% | |
| SLB | D | -0.02% | |
| GD | A | -0.02% | |
| RTX | A | -0.02% | |
| VOD | D | -0.02% | |
| PG | A | -0.02% | |
| AVGO | C | -0.02% | |
| KDP | A | -0.02% | |
| PNC | A | -0.02% | |
| MAR | D | -0.02% | |
| EOG | C | -0.02% | |
| BXP | D | -0.02% | |
| AER | A | -0.02% | |
| BNS | D | -0.02% | |
| DB | B | -0.02% | |
| OMC | A | -0.02% | |
| PEP | B | -0.02% | |
| ZTS | D | -0.02% | |
| CB | C | -0.02% | |
| PCG | B | -0.02% | |
| TFC | A | -0.02% | |
| LMT | A | -0.02% | |
| DFS | C | -0.02% | |
| VZ | C | -0.02% | |
| BMY | F | -0.02% | |
| JNJ | D | -0.02% | |
| RY | A | -0.02% | |
| CI | D | -0.02% | |
| MUFG | C | -0.02% | |
| CVX | A | -0.02% | |
| NWG | A | -0.02% | |
| INTC | F | -0.02% | |
| WFC | A | -0.02% | |
| JPM | A | -0.02% | |
| CHD | A | -0.01% | |
| NEM | B | -0.01% | |
| BEN | D | -0.01% | |
| VNO | F | -0.01% | |
| FE | A | -0.01% | |
| BRO | B | -0.01% | |
| ALB | C | -0.01% | |
| PDM | B | -0.01% | |
| ARW | B | -0.01% | |
| CSL | A | -0.01% | |
| OGE | A | -0.01% | |
| MAA | B | -0.01% | |
| O | B | -0.01% | |
| CSX | D | -0.01% | |
| OHI | C | -0.01% | |
| EFX | D | -0.01% | |
| RSG | B | -0.01% | |
| ROP | D | -0.01% | |
| AEP | A | -0.01% | |
| AFL | A | -0.01% | |
| CP | D | -0.01% | |
| DHR | B | -0.01% | |
| NKE | F | -0.01% | |
| WRK | A | -0.01% | |
| MTB | A | -0.01% | |
| ES | B | -0.01% | |
| PSA | C | -0.01% | |
| AVB | A | -0.01% | |
| CPB | B | -0.01% | |
| PPG | D | -0.01% | |
| HSY | B | -0.01% | |
| AMG | D | -0.01% | |
| OGS | C | -0.01% | |
| LRCX | D | -0.01% | |
| PAA | B | -0.01% | |
| APTV | C | -0.01% | |
| HUM | D | -0.01% | |
| MCK | A | -0.01% | |
| ADBE | D | -0.01% | |
| KMI | A | -0.01% | |
| VTR | B | -0.01% | |
| NFG | A | -0.01% | |
| SCHW | A | -0.01% | |
| PRU | A | -0.01% | |
| CAG | B | -0.01% | |
| GIS | B | -0.01% | |
| DTE | A | -0.01% | |
| LOW | D | -0.01% | |
| STT | B | -0.01% | |
| CCI | D | -0.01% | |
| FITB | A | -0.01% | |
| HD | D | -0.01% | |
| BK | A | -0.01% | |
| PSX | D | -0.01% | |
| UNH | B | -0.01% | |
| AMGN | B | -0.01% | |
| BMO | C | -0.01% | |
| TD | F | -0.01% | |
| AMT | D | -0.01% | |
| COF | B | -0.01% | |
| AZN | A | -0.01% | |
| MCD | D | -0.01% | |
| GM | B | -0.01% | |
| ZBH | D | -0.01% | |
| CVS | F | -0.01% | |
| T | B | -0.01% | |
| CMCSA | D | -0.01% | |
| BA | F | -0.01% | |
| FCNCA | B | -0.0% | |
| CTRA | B | -0.0% | |
| COST | A | -0.0% | |
| CMS | A | -0.0% | |
| AEE | B | -0.0% | |
| SCCO | A | -0.0% | |
| CMI | A | -0.0% | |
| PCAR | D | -0.0% | |
| KIM | B | -0.0% | |
| WHR | F | -0.0% | |
| FLEX | C | -0.0% | |
| CUBE | D | -0.0% | |
| APH | A | -0.0% | |
| AZO | D | -0.0% | |
| ESS | A | -0.0% | |
| BDN | B | -0.0% | |
| BRX | B | -0.0% | |
| NSC | D | -0.0% | |
| WU | D | -0.0% | |
| IVZ | C | -0.0% | |
| TXT | D | -0.0% | |
| TXN | A | -0.0% | |
| CL | A | -0.0% | |
| UNP | C | -0.0% | |
| LIN | D | -0.0% | |
| OKE | A | -0.0% | |
| WELL | A | -0.0% | |
| BSX | A | -0.0% | |
| EIX | A | -0.0% | |
| AES | B | -0.0% | |
| DOC | A | -0.0% | |
| MPLX | A | -0.0% | |
| DE | B | -0.0% | |
| SO | A | -0.0% | |
| NEE | B | -0.0% |
BDCX: Top Represented Industries & Keywords
SCHJ: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Asset Management
Banks - Regional - US
Banks - Global
Drug Manufacturers - Major
Credit Services
Diversified Industrials
Semiconductors
REIT - Office
Specialty Chemicals
Business Services
Oil & Gas E&P
Utilities - Diversified
Aerospace & Defense
Capital Markets
Diagnostics & Research
Insurance - Life
Packaged Foods
REIT - Retail
Household & Personal Products
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