EPS vs. SCHJ ETF Comparison

Comparison of WisdomTree Earnings 500 Fund (EPS) to HCM Defender 500 Index ETF (SCHJ)
EPS

WisdomTree Earnings 500 Fund

EPS Description

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Earning 500 Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of earnings-generating companies within the large-capitalization segment of the U.S. Stock Market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$62.55

Average Daily Volume

41,499

Number of Holdings *

496

* 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

$24.44

Average Daily Volume

89,713

Number of Holdings *

436

* may have additional holdings in another (foreign) market
Performance
Period EPS SCHJ
30 Days 2.61% -0.15%
60 Days 5.32% -0.88%
90 Days 6.84% 0.18%
12 Months 32.43% 6.69%
283 Overlapping Holdings
Symbol Grade Weight in EPS Weight in SCHJ Overlap
A D 0.05% 0.02% 0.02%
AAPL C 5.27% 0.04% 0.04%
ABBV F 0.93% 0.03% 0.03%
ABT B 0.32% 0.02% 0.02%
ADBE C 0.25% 0.01% 0.01%
ADI D 0.26% 0.02% 0.02%
ADM D 0.11% 0.02% 0.02%
ADP A 0.16% 0.05% 0.05%
ADSK A 0.13% 0.02% 0.02%
AEE A 0.04% 0.0% 0.0%
AEP C 0.11% 0.01% 0.01%
AFL B 0.2% 0.01% 0.01%
AIG B 0.19% 0.04% 0.04%
ALB B 0.08% 0.01% 0.01%
AMAT F 0.34% 0.04% 0.04%
AMGN F 0.37% 0.01% 0.01%
AMP A 0.18% 0.02% 0.02%
AMT C 0.06% 0.01% 0.01%
AMZN C 3.27% 0.04% 0.04%
APD A 0.11% 0.02% 0.02%
APH A 0.15% 0.0% 0.0%
ARE F 0.01% 0.02% 0.01%
ATO A 0.03% 0.05% 0.03%
AVB B 0.04% 0.01% 0.01%
AVGO D 1.31% 0.02% 0.02%
AWK C 0.03% 0.02% 0.02%
AXP A 0.5% 0.04% 0.04%
AZO C 0.1% 0.0% 0.0%
BAC A 1.69% 0.03% 0.03%
BDX F 0.12% 0.05% 0.05%
BEN C 0.03% 0.01% 0.01%
BIIB F 0.05% 0.1% 0.05%
BK A 0.19% 0.01% 0.01%
BKNG A 0.32% 0.02% 0.02%
BLK B 0.28% 0.07% 0.07%
BMY B 0.69% 0.02% 0.02%
BR A 0.03% 0.02% 0.02%
BRO B 0.04% 0.01% 0.01%
BSX A 0.17% 0.0% 0.0%
C A 0.69% 0.03% 0.03%
CAG F 0.04% 0.01% 0.01%
CAH B 0.06% 0.02% 0.02%
CARR C 0.11% 0.1% 0.1%
CAT B 0.58% 0.02% 0.02%
CCI C 0.04% 0.01% 0.01%
CE F 0.02% 0.03% 0.02%
CF A 0.09% 0.02% 0.02%
CFG B 0.11% 0.02% 0.02%
CHD A 0.03% 0.01% 0.01%
CHTR C 0.18% 0.06% 0.06%
CI D 0.33% 0.02% 0.02%
CL D 0.11% 0.0% 0.0%
CLX A 0.02% 0.03% 0.02%
CMCSA B 0.64% 0.01% 0.01%
CME B 0.12% 0.07% 0.07%
CMI A 0.16% 0.0% 0.0%
CMS C 0.03% 0.0% 0.0%
CNA C 0.04% 0.02% 0.02%
CNP A 0.04% 0.02% 0.02%
COF C 0.29% 0.01% 0.01%
COP C 0.42% 0.09% 0.09%
COST A 0.37% 0.0% 0.0%
CPB D 0.03% 0.01% 0.01%
CRM B 0.41% 0.02% 0.02%
CSCO B 0.81% 0.03% 0.03%
CSL C 0.04% 0.01% 0.01%
CSX C 0.14% 0.01% 0.01%
CTRA B 0.08% 0.0% 0.0%
CVS D 0.33% 0.01% 0.01%
CVX A 1.12% 0.02% 0.02%
D C 0.12% 0.02% 0.02%
DAL B 0.24% 0.02% 0.02%
DD C 0.06% 0.09% 0.06%
DE B 0.42% 0.0% 0.0%
DFS B 0.22% 0.02% 0.02%
DGX A 0.04% 0.03% 0.03%
DHI F 0.22% 0.02% 0.02%
DHR F 0.24% 0.01% 0.01%
DIS B 0.32% 0.04% 0.04%
DLR B 0.05% 0.03% 0.03%
DOV A 0.06% 0.02% 0.02%
DOW F 0.05% 0.04% 0.04%
DTE C 0.04% 0.01% 0.01%
DUK C 0.17% 0.02% 0.02%
DVN F 0.12% 0.02% 0.02%
EA A 0.08% 0.03% 0.03%
EBAY D 0.12% 0.03% 0.03%
ED C 0.06% 0.03% 0.03%
EFX F 0.03% 0.01% 0.01%
EIX B 0.08% 0.0% 0.0%
EMN C 0.03% 0.05% 0.03%
EMR B 0.13% 0.03% 0.03%
EOG A 0.29% 0.02% 0.02%
EQH C 0.08% 0.02% 0.02%
EQIX A 0.06% 0.02% 0.02%
EQR C 0.02% 0.03% 0.02%
ES C 0.05% 0.01% 0.01%
ESS B 0.02% 0.0% 0.0%
ETR B 0.06% 0.02% 0.02%
EVRG A 0.03% 0.03% 0.03%
EXC C 0.08% 0.03% 0.03%
EXPE B 0.06% 0.02% 0.02%
FANG C 0.15% 0.03% 0.03%
FCNCA A 0.12% 0.0% 0.0%
FDX B 0.17% 0.04% 0.04%
FE C 0.05% 0.01% 0.01%
FIS C 0.17% 0.03% 0.03%
FITB B 0.13% 0.01% 0.01%
FOXA A 0.09% 0.04% 0.04%
FTNT C 0.13% 0.03% 0.03%
FTV C 0.04% 0.03% 0.03%
GD D 0.13% 0.02% 0.02%
GE D 0.17% 0.03% 0.03%
GILD C 0.34% 0.07% 0.07%
GIS D 0.09% 0.01% 0.01%
GLPI C 0.02% 0.02% 0.02%
GM C 0.43% 0.01% 0.01%
GOOGL C 5.03% 0.03% 0.03%
GPN B 0.1% 0.02% 0.02%
GS A 0.48% 0.05% 0.05%
GWW B 0.09% 0.03% 0.03%
HAL C 0.08% 0.03% 0.03%
HBAN A 0.12% 0.02% 0.02%
HCA F 0.24% 0.04% 0.04%
HD B 0.75% 0.01% 0.01%
HES B 0.06% 0.02% 0.02%
HON C 0.26% 0.04% 0.04%
HPE B 0.17% 0.03% 0.03%
HPQ B 0.2% 0.1% 0.1%
HRL D 0.03% 0.05% 0.03%
HST C 0.02% 0.02% 0.02%
HSY F 0.06% 0.01% 0.01%
HUBB B 0.03% 0.02% 0.02%
HUM C 0.07% 0.01% 0.01%
IBM C 0.46% 0.03% 0.03%
ICE C 0.15% 0.02% 0.02%
INTC C 0.08% 0.02% 0.02%
INTU B 0.22% 0.02% 0.02%
IP A 0.04% 0.03% 0.03%
ITW B 0.12% 0.04% 0.04%
JBHT C 0.02% 0.04% 0.02%
JBL C 0.08% 0.03% 0.03%
JNJ C 1.01% 0.02% 0.02%
JPM A 2.94% 0.02% 0.02%
K A 0.07% 0.02% 0.02%
KDP F 0.08% 0.02% 0.02%
KEY B 0.05% 0.03% 0.03%
KEYS A 0.09% 0.03% 0.03%
KIM A 0.01% 0.0% 0.0%
KLAC F 0.18% 0.07% 0.07%
KMB C 0.09% 0.02% 0.02%
KMI A 0.13% 0.01% 0.01%
KO D 0.46% 0.05% 0.05%
KR B 0.15% 0.02% 0.02%
L A 0.05% 0.02% 0.02%
LDOS C 0.05% 0.03% 0.03%
LEN D 0.18% 0.02% 0.02%
LH B 0.05% 0.02% 0.02%
LHX C 0.1% 0.03% 0.03%
LII A 0.01% 0.03% 0.01%
LLY F 0.46% 0.02% 0.02%
LMT D 0.31% 0.02% 0.02%
LNT A 0.03% 0.02% 0.02%
LOW C 0.38% 0.01% 0.01%
LRCX F 0.19% 0.01% 0.01%
LUV C 0.02% 0.04% 0.02%
LVS B 0.03% 0.03% 0.03%
MA B 0.53% 0.04% 0.04%
MAA B 0.02% 0.01% 0.01%
MAR A 0.12% 0.02% 0.02%
MCD D 0.32% 0.01% 0.01%
MCHP F 0.12% 0.05% 0.05%
MCK A 0.19% 0.01% 0.01%
MCO B 0.09% 0.02% 0.02%
MDLZ F 0.14% 0.03% 0.03%
MET A 0.26% 0.02% 0.02%
MKC C 0.02% 0.03% 0.02%
MLM C 0.04% 0.04% 0.04%
MMC B 0.16% 0.02% 0.02%
MMM D 0.23% 0.02% 0.02%
MO A 0.43% 0.02% 0.02%
MOS F 0.04% 0.04% 0.04%
MPC D 0.36% 0.03% 0.03%
MRK D 0.28% 0.05% 0.05%
MS A 0.59% 0.03% 0.03%
MSFT D 5.07% 0.05% 0.05%
MSI B 0.15% 0.03% 0.03%
MTB A 0.17% 0.01% 0.01%
NDAQ A 0.06% 0.02% 0.02%
NI A 0.03% 0.06% 0.03%
NKE F 0.12% 0.01% 0.01%
NOC D 0.14% 0.04% 0.04%
NSC B 0.12% 0.0% 0.0%
NTAP C 0.1% 0.02% 0.02%
NTRS A 0.05% 0.04% 0.04%
NUE C 0.16% 0.02% 0.02%
NVDA B 3.69% 0.03% 0.03%
O C 0.03% 0.01% 0.01%
OC A 0.05% 0.02% 0.02%
OKE A 0.14% 0.0% 0.0%
OMC C 0.06% 0.02% 0.02%
ORCL A 0.99% 0.06% 0.06%
ORLY B 0.11% 0.02% 0.02%
OTIS C 0.06% 0.07% 0.06%
PCAR B 0.2% 0.0% 0.0%
PCG A 0.1% 0.02% 0.02%
PEG A 0.08% 0.02% 0.02%
PEP F 0.36% 0.02% 0.02%
PFG D 0.06% 0.02% 0.02%
PG C 0.68% 0.02% 0.02%
PH A 0.18% 0.04% 0.04%
PHM D 0.14% 0.03% 0.03%
PKG A 0.04% 0.02% 0.02%
PM B 0.49% 0.02% 0.02%
PNC B 0.32% 0.02% 0.02%
PPG F 0.05% 0.01% 0.01%
PPL A 0.04% 0.04% 0.04%
PRU A 0.2% 0.01% 0.01%
PSA C 0.08% 0.01% 0.01%
PSX C 0.3% 0.01% 0.01%
PYPL B 0.3% 0.03% 0.03%
QCOM F 0.5% 0.02% 0.02%
RF A 0.12% 0.05% 0.05%
RGA A 0.04% 0.02% 0.02%
ROK C 0.04% 0.02% 0.02%
ROP B 0.1% 0.01% 0.01%
ROST D 0.06% 0.02% 0.02%
RPM A 0.02% 0.02% 0.02%
RS B 0.05% 0.02% 0.02%
RSG A 0.08% 0.01% 0.01%
RTX D 0.4% 0.02% 0.02%
SBUX A 0.15% 0.04% 0.04%
SCCO F 0.15% 0.0% 0.0%
SCHW B 0.31% 0.01% 0.01%
SHW B 0.13% 0.02% 0.02%
SJM D 0.03% 0.05% 0.03%
SO C 0.18% 0.0% 0.0%
SPG A 0.1% 0.02% 0.02%
SPGI C 0.16% 0.04% 0.04%
SRE A 0.14% 0.02% 0.02%
STLD B 0.13% 0.02% 0.02%
STT B 0.11% 0.01% 0.01%
STZ D 0.07% 0.02% 0.02%
SWK D 0.01% 0.03% 0.01%
SWKS F 0.07% 0.03% 0.03%
SYF B 0.13% 0.05% 0.05%
SYK B 0.19% 0.02% 0.02%
SYY D 0.07% 0.02% 0.02%
T A 0.9% 0.01% 0.01%
TAP C 0.03% 0.08% 0.03%
TDY B 0.07% 0.02% 0.02%
TGT F 0.15% 0.05% 0.05%
TJX A 0.19% 0.02% 0.02%
TMO F 0.32% 0.03% 0.03%
TMUS B 0.44% 0.06% 0.06%
TSN B 0.02% 0.02% 0.02%
TXN C 0.38% 0.0% 0.0%
TXT D 0.03% 0.0% 0.0%
UAL A 0.19% 0.02% 0.02%
UNH B 0.92% 0.01% 0.01%
UNP C 0.24% 0.0% 0.0%
UPS C 0.27% 0.02% 0.02%
USB A 0.24% 0.03% 0.03%
V A 0.86% 0.09% 0.09%
VLO C 0.29% 0.03% 0.03%
VMC B 0.04% 0.03% 0.03%
VRSK A 0.04% 0.05% 0.04%
VRSN C 0.04% 0.03% 0.03%
VTR B 0.02% 0.01% 0.01%
VZ C 0.85% 0.02% 0.02%
WAB B 0.06% 0.02% 0.02%
WEC A 0.05% 0.02% 0.02%
WELL A 0.05% 0.0% 0.0%
WFC A 1.1% 0.02% 0.02%
WLK D 0.05% 0.04% 0.04%
WM B 0.1% 0.02% 0.02%
WMB A 0.13% 0.03% 0.03%
WMT A 1.12% 0.03% 0.03%
WPC C 0.02% 0.02% 0.02%
XEL A 0.06% 0.02% 0.02%
XOM B 2.18% 0.03% 0.03%
ZBH C 0.05% 0.01% 0.01%
ZTS D 0.08% 0.02% 0.02%
EPS Overweight 213 Positions Relative to SCHJ
Symbol Grade Weight
META D 3.74%
BRK.A B 1.8%
TSLA B 0.75%
NFLX A 0.47%
LNG A 0.33%
APP B 0.28%
FI A 0.28%
F C 0.26%
ELV F 0.24%
DHS A 0.2%
ABNB C 0.2%
VST A 0.19%
VRTX D 0.18%
ANET C 0.18%
URI C 0.17%
REGN F 0.17%
PLTR B 0.16%
NOW A 0.16%
GLW B 0.15%
PGR A 0.15%
OXY D 0.14%
ISRG A 0.13%
TRV B 0.13%
HIG B 0.13%
CTSH B 0.12%
PANW B 0.12%
COR B 0.11%
ON D 0.11%
CNC D 0.11%
CRBG B 0.11%
KHC F 0.11%
PLD F 0.11%
GEN B 0.1%
SNPS B 0.1%
KVUE A 0.1%
CEG C 0.1%
GEV B 0.09%
FICO B 0.09%
ZM C 0.09%
VICI C 0.09%
RJF A 0.09%
UBER F 0.09%
CDNS B 0.09%
CRWD B 0.08%
WDAY B 0.08%
CTAS B 0.08%
HLT A 0.08%
BLDR D 0.08%
MKL A 0.08%
CBRE B 0.07%
MRO B 0.07%
NVR D 0.07%
ANSS B 0.07%
AJG A 0.07%
TROW B 0.07%
TDG D 0.07%
PSTG D 0.07%
GDDY A 0.07%
IT C 0.07%
GEHC D 0.07%
FFIV B 0.07%
TEAM A 0.06%
IQV F 0.06%
SMCI F 0.06%
PWR A 0.06%
TYL B 0.06%
TWLO A 0.06%
BKR A 0.06%
PAYX B 0.06%
CPRT B 0.06%
AME A 0.06%
CPAY A 0.06%
IR B 0.06%
CMG B 0.06%
ECL D 0.06%
CDW F 0.06%
OVV B 0.05%
SSNC B 0.05%
DINO D 0.05%
AKAM D 0.05%
ODFL C 0.05%
EPAM B 0.05%
YUM D 0.05%
FNF B 0.05%
HUBS A 0.05%
TER F 0.05%
MNST C 0.05%
BBY D 0.05%
ACI C 0.05%
HWM A 0.05%
DDOG A 0.05%
FAST B 0.05%
MPWR F 0.05%
NTNX B 0.05%
PTC B 0.05%
LPLA A 0.05%
IRM C 0.04%
CINF A 0.04%
WSM C 0.04%
HOLX D 0.04%
MANH D 0.04%
DRI B 0.04%
OKTA C 0.04%
GPC D 0.04%
DT D 0.04%
AXON A 0.04%
SNA A 0.04%
MSCI C 0.04%
NET B 0.04%
ZS B 0.04%
TTD B 0.04%
TRGP A 0.04%
VRT B 0.04%
WRB A 0.04%
RMD C 0.04%
TSCO D 0.04%
EW C 0.04%
LKQ F 0.03%
IDXX F 0.03%
MOH F 0.03%
HEI A 0.03%
LYV A 0.03%
IPG D 0.03%
ULTA F 0.03%
APA D 0.03%
J D 0.03%
CPNG D 0.03%
MTD F 0.03%
EXPD C 0.03%
SNOW B 0.03%
EXR C 0.03%
EQT B 0.03%
DECK A 0.03%
ENPH F 0.03%
MAS D 0.03%
CBOE C 0.03%
UTHR C 0.03%
BSY F 0.03%
PAG B 0.03%
SBAC D 0.02%
CHRW B 0.02%
PINS F 0.02%
EME A 0.02%
WTRG B 0.02%
INVH D 0.02%
PFGC B 0.02%
NDSN B 0.02%
DPZ C 0.02%
ALNY D 0.02%
FDS B 0.02%
ALGN D 0.02%
IEX C 0.02%
AVTR F 0.02%
GGG B 0.02%
DXCM C 0.02%
POOL C 0.02%
USFD A 0.02%
ROL B 0.02%
NWSA A 0.02%
ACM B 0.02%
LBRDK C 0.02%
WST C 0.02%
GL C 0.02%
AVY F 0.02%
CSGP D 0.02%
SIRI C 0.02%
WY F 0.02%
MDB B 0.02%
TTWO A 0.02%
XYL D 0.02%
BALL F 0.02%
WSO A 0.02%
WAT C 0.02%
BAH F 0.02%
SW A 0.02%
U C 0.02%
SOLV D 0.02%
VEEV C 0.02%
COTY F 0.01%
FND D 0.01%
EXAS D 0.01%
REXR F 0.01%
BMRN F 0.01%
NBIX C 0.01%
MGM D 0.01%
TECH F 0.01%
WMS F 0.01%
AMH C 0.01%
SUI C 0.01%
CPT B 0.01%
MORN B 0.01%
DAY B 0.01%
XPO B 0.01%
TW A 0.01%
CASY A 0.01%
TFX F 0.01%
UDR B 0.01%
BLD D 0.01%
CRL D 0.01%
JKHY D 0.01%
INCY C 0.01%
ELS C 0.01%
PODD C 0.01%
PAYC B 0.01%
BURL B 0.01%
CCK D 0.01%
LW C 0.01%
ERIE D 0.01%
REG A 0.01%
LECO C 0.0%
FIVE F 0.0%
CELH F 0.0%
SAIA B 0.0%
EPS Underweight 153 Positions Relative to SCHJ
Symbol Grade Weight
MDT D -0.1%
BABA D -0.09%
STLA F -0.07%
WBA F -0.06%
ETN A -0.05%
SF B -0.05%
BERY C -0.05%
DLTR F -0.05%
UHS D -0.04%
DXC B -0.04%
CMA B -0.04%
BHP F -0.04%
VFC C -0.04%
RPRX D -0.04%
JEF A -0.04%
GSK F -0.04%
DELL B -0.04%
AMCR C -0.03%
TPR B -0.03%
FAF A -0.03%
HP C -0.03%
THG A -0.03%
BWA D -0.03%
IFF D -0.03%
KMPR A -0.03%
HAS D -0.03%
MAIN A -0.03%
TEL B -0.03%
RL C -0.03%
GP F -0.03%
ORI A -0.03%
TME D -0.03%
BC C -0.03%
SNX D -0.03%
AN C -0.03%
MHK D -0.03%
WB D -0.03%
BAX F -0.03%
FRT B -0.03%
OPI F -0.03%
JD D -0.03%
AWH F -0.03%
JCI B -0.03%
PVH C -0.03%
JHG B -0.03%
VNT C -0.03%
BKU A -0.03%
CNO B -0.03%
ALL A -0.03%
DG F -0.03%
AVT C -0.03%
ALLY C -0.03%
TT A -0.03%
MU D -0.03%
EPD A -0.03%
PFE F -0.03%
ARCC A -0.03%
BIDU F -0.03%
HSBC A -0.03%
TSLX C -0.02%
TCPC C -0.02%
FNB A -0.02%
VLY B -0.02%
SNV C -0.02%
WAL B -0.02%
ALLE C -0.02%
AIZ A -0.02%
LEG F -0.02%
KSS F -0.02%
SBRA C -0.02%
OCSL F -0.02%
GXO B -0.02%
HTGC D -0.02%
NEU D -0.02%
BCSF C -0.02%
CTVA C -0.02%
PSEC D -0.02%
AGO B -0.02%
RNR C -0.02%
TRMB B -0.02%
KRC B -0.02%
TKR D -0.02%
JNPR D -0.02%
PNW A -0.02%
ILMN C -0.02%
G B -0.02%
HRB D -0.02%
EL F -0.02%
GBDC D -0.02%
FHN A -0.02%
LNC C -0.02%
HOG D -0.02%
UNM A -0.02%
LAZ B -0.02%
GSBD F -0.02%
BKH A -0.02%
VOYA B -0.02%
SLG B -0.02%
MRVL B -0.02%
BG D -0.02%
AON A -0.02%
HII F -0.02%
LYB F -0.02%
H B -0.02%
NNN C -0.02%
R B -0.02%
SITC D -0.02%
AGR A -0.02%
CNH C -0.02%
NXPI D -0.02%
CM A -0.02%
AL B -0.02%
SLB C -0.02%
VOD F -0.02%
BXP C -0.02%
AER A -0.02%
BNS A -0.02%
DB D -0.02%
CB C -0.02%
TFC A -0.02%
RY A -0.02%
MUFG B -0.02%
NWG A -0.02%
NEM D -0.01%
VNO C -0.01%
PDM D -0.01%
ARW D -0.01%
OGE A -0.01%
OHI C -0.01%
CP F -0.01%
WEST C -0.01%
AMG B -0.01%
OGS A -0.01%
PAA B -0.01%
APTV F -0.01%
NFG A -0.01%
BMO A -0.01%
TD D -0.01%
AZN F -0.01%
BA F -0.01%
WHR B -0.0%
FLEX B -0.0%
CUBE C -0.0%
BDN C -0.0%
BRX A -0.0%
WU F -0.0%
IVZ B -0.0%
LIN C -0.0%
AES F -0.0%
DOC C -0.0%
FSK A -0.0%
MPLX A -0.0%
NEE C -0.0%
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