IEDI vs. SCHJ ETF Comparison
Comparison of iShares Evolved U.S. Discretionary Spending ETF (IEDI) to HCM Defender 500 Index ETF (SCHJ)
IEDI
iShares Evolved U.S. Discretionary Spending ETF
IEDI Description
The investment seeks to provide access to U.S. companies with discretionary spending exposure, as classified using a proprietary classification system. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets in U.S. listed common stock of large-, mid- and small-capitalization discretionary spending companies. It will hold common stock of those companies that fall into the Discretionary Spending Evolved Sector which have economic characteristics that have been historically correlated with companies traditionally defined as consumer discretionary companies. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$54.57
Average Daily Volume
6,281
176
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
$24.42
Average Daily Volume
88,949
436
Performance
Period | IEDI | SCHJ |
---|---|---|
30 Days | 5.48% | -0.36% |
60 Days | 5.47% | -0.92% |
90 Days | 8.72% | 0.10% |
12 Months | 34.08% | 6.61% |
49 Overlapping Holdings
Symbol | Grade | Weight in IEDI | Weight in SCHJ | Overlap | |
---|---|---|---|---|---|
AMZN | C | 8.78% | 0.04% | 0.04% | |
AN | C | 0.1% | 0.03% | 0.03% | |
AZO | C | 1.08% | 0.0% | 0.0% | |
CAG | D | 0.06% | 0.01% | 0.01% | |
CL | D | 0.13% | 0.0% | 0.0% | |
CLX | B | 0.07% | 0.03% | 0.03% | |
COST | B | 8.55% | 0.0% | 0.0% | |
DG | F | 0.53% | 0.03% | 0.03% | |
DIS | B | 0.83% | 0.04% | 0.04% | |
DLTR | F | 0.44% | 0.05% | 0.05% | |
EA | A | 0.06% | 0.03% | 0.03% | |
EBAY | D | 0.23% | 0.03% | 0.03% | |
EXPE | B | 0.24% | 0.02% | 0.02% | |
FDX | B | 0.11% | 0.04% | 0.04% | |
GWW | B | 0.09% | 0.03% | 0.03% | |
H | B | 0.13% | 0.02% | 0.02% | |
HAS | D | 0.05% | 0.03% | 0.03% | |
HD | A | 12.26% | 0.01% | 0.01% | |
HRB | D | 0.13% | 0.02% | 0.02% | |
HST | C | 0.15% | 0.02% | 0.02% | |
INTU | C | 0.2% | 0.02% | 0.02% | |
KR | B | 0.81% | 0.02% | 0.02% | |
KSS | F | 0.07% | 0.02% | 0.02% | |
LOW | D | 4.3% | 0.01% | 0.01% | |
LUV | C | 0.11% | 0.04% | 0.04% | |
MAR | B | 1.29% | 0.02% | 0.02% | |
MCD | D | 1.93% | 0.01% | 0.01% | |
MKC | D | 0.11% | 0.03% | 0.03% | |
NKE | D | 1.1% | 0.01% | 0.01% | |
OMC | C | 0.12% | 0.02% | 0.02% | |
ORLY | B | 2.11% | 0.02% | 0.02% | |
PG | A | 0.24% | 0.02% | 0.02% | |
PYPL | B | 0.4% | 0.03% | 0.03% | |
RL | B | 0.12% | 0.03% | 0.03% | |
ROST | C | 1.83% | 0.02% | 0.02% | |
SBUX | A | 1.86% | 0.04% | 0.04% | |
SJM | D | 0.08% | 0.05% | 0.05% | |
STZ | D | 0.34% | 0.02% | 0.02% | |
SYY | B | 0.35% | 0.02% | 0.02% | |
TGT | F | 1.9% | 0.05% | 0.05% | |
TJX | A | 4.58% | 0.02% | 0.02% | |
TPR | B | 0.27% | 0.03% | 0.03% | |
TSN | B | 0.18% | 0.02% | 0.02% | |
UAL | A | 0.08% | 0.02% | 0.02% | |
UPS | C | 0.19% | 0.02% | 0.02% | |
V | A | 0.72% | 0.09% | 0.09% | |
VFC | C | 0.14% | 0.04% | 0.04% | |
WBA | F | 0.06% | 0.06% | 0.06% | |
WMT | A | 7.56% | 0.03% | 0.03% |
IEDI Overweight 127 Positions Relative to SCHJ
Symbol | Grade | Weight | |
---|---|---|---|
CMG | B | 2.85% | |
META | D | 1.68% | |
HLT | A | 1.31% | |
UBER | D | 1.02% | |
TSCO | D | 0.89% | |
YUM | B | 0.82% | |
DRI | B | 0.74% | |
BURL | A | 0.71% | |
DASH | A | 0.7% | |
ULTA | F | 0.7% | |
NFLX | A | 0.69% | |
CTAS | B | 0.61% | |
DECK | A | 0.51% | |
WSM | B | 0.51% | |
RCL | A | 0.5% | |
ABNB | C | 0.48% | |
CPRT | A | 0.48% | |
DPZ | C | 0.47% | |
FERG | B | 0.46% | |
DKS | C | 0.45% | |
TXRH | C | 0.45% | |
CVNA | B | 0.45% | |
SQ | B | 0.44% | |
CASY | A | 0.42% | |
DKNG | B | 0.4% | |
WING | D | 0.39% | |
SFM | A | 0.38% | |
FND | C | 0.37% | |
BBY | D | 0.36% | |
CAVA | B | 0.32% | |
FAST | B | 0.31% | |
KMX | B | 0.31% | |
PLNT | A | 0.29% | |
BJ | A | 0.28% | |
USFD | A | 0.26% | |
LYV | A | 0.24% | |
ROL | B | 0.22% | |
OLLI | D | 0.22% | |
PFGC | B | 0.2% | |
SCI | B | 0.2% | |
TOST | B | 0.2% | |
CHDN | B | 0.2% | |
LAD | A | 0.19% | |
BBWI | D | 0.19% | |
CCL | B | 0.18% | |
GPC | D | 0.18% | |
WH | B | 0.17% | |
TOL | B | 0.16% | |
FIVE | F | 0.16% | |
MUSA | A | 0.16% | |
RH | B | 0.16% | |
FRPT | B | 0.15% | |
ACI | C | 0.15% | |
PINS | D | 0.15% | |
POOL | C | 0.15% | |
MTN | C | 0.15% | |
ARMK | B | 0.15% | |
GME | C | 0.15% | |
CZR | F | 0.14% | |
MGM | D | 0.14% | |
TPX | B | 0.14% | |
NCLH | B | 0.14% | |
GDDY | A | 0.14% | |
GAP | C | 0.14% | |
SKX | D | 0.14% | |
TTWO | A | 0.13% | |
ELF | C | 0.13% | |
ANF | C | 0.13% | |
ASO | F | 0.12% | |
SHAK | C | 0.12% | |
BOOT | D | 0.12% | |
EAT | A | 0.12% | |
CROX | D | 0.12% | |
VVV | F | 0.11% | |
BYD | C | 0.11% | |
DUOL | A | 0.11% | |
KTB | B | 0.11% | |
TKO | B | 0.1% | |
ABG | B | 0.1% | |
CHH | A | 0.1% | |
Z | A | 0.1% | |
CHE | D | 0.1% | |
W | F | 0.1% | |
SIG | B | 0.1% | |
CPAY | A | 0.09% | |
RHP | B | 0.09% | |
MAS | D | 0.09% | |
AEO | F | 0.09% | |
M | D | 0.09% | |
SHOO | D | 0.09% | |
HOOD | B | 0.09% | |
SNAP | C | 0.08% | |
JWN | C | 0.08% | |
HSIC | B | 0.08% | |
ALK | C | 0.08% | |
BFAM | D | 0.08% | |
URBN | C | 0.08% | |
IPG | D | 0.08% | |
WEN | D | 0.08% | |
CBOE | B | 0.07% | |
BLD | D | 0.07% | |
FLO | D | 0.07% | |
AFRM | B | 0.07% | |
FUN | C | 0.07% | |
MSGS | A | 0.07% | |
AAP | C | 0.07% | |
UHAL | D | 0.07% | |
FCFS | F | 0.07% | |
SITE | D | 0.07% | |
LNW | D | 0.07% | |
LYFT | C | 0.07% | |
PZZA | D | 0.06% | |
CPRI | F | 0.06% | |
LANC | C | 0.06% | |
CNK | B | 0.06% | |
FL | F | 0.06% | |
IT | C | 0.06% | |
NYT | C | 0.06% | |
FOUR | B | 0.06% | |
TNL | A | 0.06% | |
AAL | B | 0.06% | |
RHI | B | 0.06% | |
GEN | B | 0.06% | |
RRR | D | 0.06% | |
CRI | D | 0.05% | |
LAMR | D | 0.05% | |
LW | C | 0.05% |
IEDI Underweight 387 Positions Relative to SCHJ
Symbol | Grade | Weight | |
---|---|---|---|
HPQ | B | -0.1% | |
CARR | D | -0.1% | |
MDT | D | -0.1% | |
BIIB | F | -0.1% | |
COP | C | -0.09% | |
BABA | D | -0.09% | |
DD | D | -0.09% | |
TAP | C | -0.08% | |
OTIS | C | -0.07% | |
KLAC | D | -0.07% | |
CME | A | -0.07% | |
BLK | C | -0.07% | |
STLA | F | -0.07% | |
GILD | C | -0.07% | |
NI | A | -0.06% | |
TMUS | B | -0.06% | |
ORCL | B | -0.06% | |
CHTR | C | -0.06% | |
ETN | A | -0.05% | |
KO | D | -0.05% | |
RF | A | -0.05% | |
MCHP | D | -0.05% | |
EMN | D | -0.05% | |
ADP | B | -0.05% | |
SF | B | -0.05% | |
HRL | D | -0.05% | |
ATO | A | -0.05% | |
VRSK | A | -0.05% | |
BDX | F | -0.05% | |
BERY | B | -0.05% | |
SYF | B | -0.05% | |
MRK | F | -0.05% | |
GS | A | -0.05% | |
MSFT | F | -0.05% | |
ITW | B | -0.04% | |
SPGI | C | -0.04% | |
UHS | D | -0.04% | |
DXC | B | -0.04% | |
AMAT | F | -0.04% | |
NTRS | A | -0.04% | |
CMA | A | -0.04% | |
BHP | F | -0.04% | |
PPL | B | -0.04% | |
MLM | B | -0.04% | |
WLK | D | -0.04% | |
JBHT | C | -0.04% | |
DOW | F | -0.04% | |
PH | A | -0.04% | |
MA | C | -0.04% | |
HON | B | -0.04% | |
MOS | F | -0.04% | |
RPRX | D | -0.04% | |
FOXA | B | -0.04% | |
JEF | A | -0.04% | |
GSK | F | -0.04% | |
NOC | D | -0.04% | |
AXP | A | -0.04% | |
HCA | F | -0.04% | |
AIG | B | -0.04% | |
AAPL | C | -0.04% | |
DELL | C | -0.04% | |
AMCR | D | -0.03% | |
FAF | A | -0.03% | |
KEYS | A | -0.03% | |
VMC | B | -0.03% | |
HP | B | -0.03% | |
THG | A | -0.03% | |
DLR | B | -0.03% | |
BWA | D | -0.03% | |
PHM | D | -0.03% | |
IFF | D | -0.03% | |
SWKS | F | -0.03% | |
EMR | A | -0.03% | |
EQR | B | -0.03% | |
KMPR | B | -0.03% | |
MAIN | A | -0.03% | |
TEL | B | -0.03% | |
GP | F | -0.03% | |
ORI | A | -0.03% | |
TME | D | -0.03% | |
FTNT | C | -0.03% | |
BC | C | -0.03% | |
LII | A | -0.03% | |
JBL | B | -0.03% | |
ED | D | -0.03% | |
SNX | C | -0.03% | |
LDOS | C | -0.03% | |
MHK | D | -0.03% | |
WB | D | -0.03% | |
BAX | D | -0.03% | |
CE | F | -0.03% | |
FRT | B | -0.03% | |
OPI | F | -0.03% | |
FTV | C | -0.03% | |
JD | D | -0.03% | |
MSI | B | -0.03% | |
AWH | F | -0.03% | |
JCI | C | -0.03% | |
IP | B | -0.03% | |
PVH | C | -0.03% | |
JHG | A | -0.03% | |
VNT | B | -0.03% | |
BKU | A | -0.03% | |
VRSN | F | -0.03% | |
CNO | A | -0.03% | |
KEY | B | -0.03% | |
ALL | A | -0.03% | |
SWK | D | -0.03% | |
LHX | C | -0.03% | |
DGX | A | -0.03% | |
FANG | D | -0.03% | |
EVRG | A | -0.03% | |
AVT | C | -0.03% | |
ALLY | C | -0.03% | |
MDLZ | F | -0.03% | |
HAL | C | -0.03% | |
TT | A | -0.03% | |
MPC | D | -0.03% | |
TMO | F | -0.03% | |
VLO | C | -0.03% | |
WMB | A | -0.03% | |
LVS | C | -0.03% | |
MU | D | -0.03% | |
EPD | A | -0.03% | |
EXC | C | -0.03% | |
NVDA | C | -0.03% | |
FIS | C | -0.03% | |
PFE | D | -0.03% | |
GOOGL | C | -0.03% | |
ARCC | A | -0.03% | |
BIDU | F | -0.03% | |
USB | A | -0.03% | |
CSCO | B | -0.03% | |
HPE | B | -0.03% | |
GE | D | -0.03% | |
IBM | C | -0.03% | |
XOM | B | -0.03% | |
C | A | -0.03% | |
ABBV | D | -0.03% | |
HSBC | B | -0.03% | |
MS | A | -0.03% | |
BAC | A | -0.03% | |
TSLX | C | -0.02% | |
TCPC | C | -0.02% | |
FNB | A | -0.02% | |
VLY | B | -0.02% | |
SNV | B | -0.02% | |
WAL | B | -0.02% | |
ALLE | D | -0.02% | |
ADI | D | -0.02% | |
AIZ | A | -0.02% | |
APD | A | -0.02% | |
DOV | A | -0.02% | |
LEG | F | -0.02% | |
RGA | A | -0.02% | |
SBRA | C | -0.02% | |
OCSL | F | -0.02% | |
EQH | B | -0.02% | |
GXO | B | -0.02% | |
HTGC | D | -0.02% | |
NEU | C | -0.02% | |
BCSF | C | -0.02% | |
CTVA | C | -0.02% | |
PSEC | D | -0.02% | |
AGO | B | -0.02% | |
RNR | C | -0.02% | |
HES | B | -0.02% | |
TRMB | B | -0.02% | |
ADM | D | -0.02% | |
KRC | C | -0.02% | |
TKR | D | -0.02% | |
OC | A | -0.02% | |
ADSK | A | -0.02% | |
JNPR | F | -0.02% | |
RS | B | -0.02% | |
PNW | B | -0.02% | |
ILMN | D | -0.02% | |
G | B | -0.02% | |
RPM | A | -0.02% | |
EL | F | -0.02% | |
GBDC | C | -0.02% | |
FHN | A | -0.02% | |
CF | B | -0.02% | |
STLD | B | -0.02% | |
DAL | C | -0.02% | |
LLY | F | -0.02% | |
LNC | B | -0.02% | |
LNT | A | -0.02% | |
HOG | D | -0.02% | |
UNM | A | -0.02% | |
PKG | A | -0.02% | |
HUBB | B | -0.02% | |
LAZ | B | -0.02% | |
BR | A | -0.02% | |
GSBD | F | -0.02% | |
TDY | B | -0.02% | |
BKH | A | -0.02% | |
VOYA | B | -0.02% | |
SLG | B | -0.02% | |
PFG | D | -0.02% | |
NUE | C | -0.02% | |
WPC | D | -0.02% | |
WM | A | -0.02% | |
MRVL | B | -0.02% | |
ROK | B | -0.02% | |
BG | F | -0.02% | |
NTAP | C | -0.02% | |
L | A | -0.02% | |
SHW | A | -0.02% | |
AON | A | -0.02% | |
KMB | D | -0.02% | |
A | D | -0.02% | |
HII | D | -0.02% | |
MCO | B | -0.02% | |
LYB | F | -0.02% | |
ARE | D | -0.02% | |
DHI | D | -0.02% | |
CNP | B | -0.02% | |
CNA | B | -0.02% | |
NNN | D | -0.02% | |
EQIX | A | -0.02% | |
WEC | A | -0.02% | |
AWK | D | -0.02% | |
R | B | -0.02% | |
DVN | F | -0.02% | |
CAH | B | -0.02% | |
HBAN | A | -0.02% | |
SRE | A | -0.02% | |
XEL | A | -0.02% | |
MMM | D | -0.02% | |
WAB | B | -0.02% | |
SITC | D | -0.02% | |
CFG | B | -0.02% | |
NDAQ | A | -0.02% | |
LEN | D | -0.02% | |
BKNG | A | -0.02% | |
PEG | A | -0.02% | |
D | C | -0.02% | |
ABT | B | -0.02% | |
AMP | A | -0.02% | |
LH | C | -0.02% | |
SYK | C | -0.02% | |
AGR | B | -0.02% | |
PM | B | -0.02% | |
K | A | -0.02% | |
ETR | B | -0.02% | |
CNH | C | -0.02% | |
MET | A | -0.02% | |
NXPI | D | -0.02% | |
SPG | B | -0.02% | |
GLPI | C | -0.02% | |
CRM | B | -0.02% | |
MO | A | -0.02% | |
GPN | B | -0.02% | |
CAT | B | -0.02% | |
CM | A | -0.02% | |
QCOM | F | -0.02% | |
DUK | C | -0.02% | |
ICE | C | -0.02% | |
AL | B | -0.02% | |
MMC | B | -0.02% | |
SLB | C | -0.02% | |
GD | F | -0.02% | |
RTX | C | -0.02% | |
VOD | F | -0.02% | |
AVGO | D | -0.02% | |
KDP | D | -0.02% | |
PNC | B | -0.02% | |
EOG | A | -0.02% | |
BXP | D | -0.02% | |
AER | B | -0.02% | |
BNS | A | -0.02% | |
DB | D | -0.02% | |
PEP | F | -0.02% | |
ZTS | D | -0.02% | |
CB | C | -0.02% | |
PCG | A | -0.02% | |
TFC | A | -0.02% | |
LMT | D | -0.02% | |
DFS | B | -0.02% | |
VZ | C | -0.02% | |
BMY | B | -0.02% | |
JNJ | D | -0.02% | |
RY | A | -0.02% | |
CI | F | -0.02% | |
MUFG | B | -0.02% | |
CVX | A | -0.02% | |
NWG | C | -0.02% | |
INTC | D | -0.02% | |
WFC | A | -0.02% | |
JPM | A | -0.02% | |
CHD | B | -0.01% | |
NEM | D | -0.01% | |
BEN | C | -0.01% | |
VNO | B | -0.01% | |
FE | C | -0.01% | |
BRO | B | -0.01% | |
ALB | C | -0.01% | |
PDM | D | -0.01% | |
ARW | D | -0.01% | |
CSL | C | -0.01% | |
OGE | B | -0.01% | |
MAA | B | -0.01% | |
O | D | -0.01% | |
CSX | B | -0.01% | |
OHI | C | -0.01% | |
EFX | F | -0.01% | |
RSG | A | -0.01% | |
ROP | B | -0.01% | |
AEP | D | -0.01% | |
AFL | B | -0.01% | |
CP | D | -0.01% | |
DHR | F | -0.01% | |
WEST | C | -0.01% | |
MTB | A | -0.01% | |
ES | D | -0.01% | |
PSA | D | -0.01% | |
AVB | B | -0.01% | |
CPB | D | -0.01% | |
PPG | F | -0.01% | |
HSY | F | -0.01% | |
AMG | B | -0.01% | |
OGS | A | -0.01% | |
LRCX | F | -0.01% | |
PAA | B | -0.01% | |
APTV | D | -0.01% | |
HUM | C | -0.01% | |
MCK | B | -0.01% | |
ADBE | C | -0.01% | |
KMI | A | -0.01% | |
VTR | C | -0.01% | |
NFG | A | -0.01% | |
SCHW | B | -0.01% | |
PRU | A | -0.01% | |
GIS | D | -0.01% | |
DTE | C | -0.01% | |
STT | A | -0.01% | |
CCI | D | -0.01% | |
FITB | A | -0.01% | |
BK | A | -0.01% | |
PSX | C | -0.01% | |
UNH | C | -0.01% | |
AMGN | D | -0.01% | |
BMO | A | -0.01% | |
TD | F | -0.01% | |
AMT | D | -0.01% | |
COF | B | -0.01% | |
AZN | D | -0.01% | |
GM | B | -0.01% | |
ZBH | C | -0.01% | |
CVS | D | -0.01% | |
T | A | -0.01% | |
CMCSA | B | -0.01% | |
BA | F | -0.01% | |
FCNCA | A | -0.0% | |
CTRA | B | -0.0% | |
CMS | C | -0.0% | |
AEE | A | -0.0% | |
SCCO | F | -0.0% | |
CMI | A | -0.0% | |
PCAR | B | -0.0% | |
KIM | A | -0.0% | |
WHR | B | -0.0% | |
FLEX | A | -0.0% | |
CUBE | D | -0.0% | |
APH | A | -0.0% | |
ESS | B | -0.0% | |
BDN | C | -0.0% | |
BRX | A | -0.0% | |
NSC | B | -0.0% | |
WU | D | -0.0% | |
IVZ | B | -0.0% | |
TXT | D | -0.0% | |
TXN | C | -0.0% | |
UNP | C | -0.0% | |
LIN | D | -0.0% | |
OKE | A | -0.0% | |
WELL | A | -0.0% | |
BSX | B | -0.0% | |
EIX | B | -0.0% | |
AES | F | -0.0% | |
DOC | D | -0.0% | |
FSK | A | -0.0% | |
MPLX | A | -0.0% | |
DE | A | -0.0% | |
SO | D | -0.0% | |
NEE | D | -0.0% |
IEDI: Top Represented Industries & Keywords
SCHJ: Top Represented Industries & Keywords