IWP vs. SCHJ ETF Comparison

Comparison of iShares Russell Midcap Growth ETF (IWP) to HCM Defender 500 Index ETF (SCHJ)

IWP

iShares Russell Midcap Growth ETF

IWP Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Midcap Growth Index (the "underlying index"), which measures the performance of the mid-capitalization growth sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$134.36

Average Daily Volume

1,023,862

Number of Holdings ^*

286

* 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

$24.42

Average Daily Volume

88,949

Number of Holdings ^*

436

* may have additional holdings in another (foreign) market

Performance

Period	IWP	SCHJ
30 Days	12.16%	-0.36%
60 Days	14.69%	-0.92%
90 Days	17.57%	0.10%
12 Months	40.60%	6.61%

35 Overlapping Holdings

Symbol	Grade	Weight in IWP	Weight in SCHJ	Overlap
ALL	A	0.26%	0.03%	0.03%
ALLY	C	0.04%	0.03%	0.03%
AMP	A	1.68%	0.02%	0.02%
BR	A	0.8%	0.02%	0.02%
BRO	B	0.38%	0.01%	0.01%
CAH	B	0.56%	0.02%	0.02%
CE	F	0.07%	0.03%	0.03%
CLX	B	0.68%	0.03%	0.03%
CSL	C	0.09%	0.01%	0.01%
EFX	F	0.2%	0.01%	0.01%
EQH	B	0.41%	0.02%	0.02%
EXPE	B	0.75%	0.02%	0.02%
GWW	B	1.45%	0.03%	0.03%
H	B	0.03%	0.02%	0.02%
HAS	D	0.25%	0.03%	0.03%
HES	B	0.86%	0.02%	0.02%
HPQ	B	0.28%	0.1%	0.1%
HRB	D	0.05%	0.02%	0.02%
HSY	F	0.11%	0.01%	0.01%
JBL	B	0.04%	0.03%	0.03%
JEF	A	0.12%	0.04%	0.04%
LAZ	B	0.18%	0.02%	0.02%
LII	A	0.64%	0.03%	0.03%
LVS	C	0.55%	0.03%	0.03%
MLM	B	0.07%	0.04%	0.04%
NTAP	C	0.35%	0.02%	0.02%
ROK	B	0.1%	0.02%	0.02%
ROST	C	0.35%	0.02%	0.02%
RPM	A	0.13%	0.02%	0.02%
SPG	B	0.49%	0.02%	0.02%
SYY	B	0.76%	0.02%	0.02%
VMC	B	0.31%	0.03%	0.03%
VRSK	A	1.3%	0.05%	0.05%
VRSN	F	0.03%	0.03%	0.03%
WU	D	0.01%	0.0%	0.0%

IWP Overweight 251 Positions Relative to SCHJ

Symbol	Grade	Weight
PLTR	B	4.32%
APP	B	2.49%
TTD	B	1.7%
COIN	C	1.65%
VST	B	1.6%
FICO	B	1.48%
AXON	A	1.41%
VRT	B	1.41%
TRGP	B	1.4%
ODFL	B	1.38%
COR	B	1.3%
IT	C	1.29%
FAST	B	1.29%
DDOG	A	1.23%
IDXX	F	1.13%
HUBS	A	1.08%
VEEV	C	1.03%
HLT	A	1.02%
ARES	A	1.0%
DXCM	D	0.99%
TSCO	D	0.97%
CPNG	D	0.93%
MPWR	F	0.88%
NET	B	0.88%
DECK	A	0.87%
ALNY	D	0.86%
MSCI	C	0.86%
RBLX	C	0.85%
GDDY	A	0.84%
TPL	A	0.83%
CPAY	A	0.81%
LNG	B	0.81%
LPLA	A	0.76%
TYL	B	0.7%
LYV	A	0.67%
SQ	B	0.64%
MDB	C	0.64%
RCL	A	0.62%
IRM	D	0.62%
BAH	F	0.62%
ZS	C	0.6%
TOST	B	0.59%
DKNG	B	0.59%
PODD	C	0.59%
BURL	A	0.56%
XPO	B	0.55%
HEI	B	0.55%
PINS	D	0.55%
PAYX	C	0.54%
NTRA	B	0.54%
MANH	D	0.54%
DOCU	A	0.52%
FIX	A	0.51%
DT	C	0.5%
ULTA	F	0.49%
TER	D	0.48%
ENTG	D	0.48%
PWR	A	0.47%
YUM	B	0.47%
PTC	A	0.45%
WST	C	0.45%
ROL	B	0.45%
POOL	C	0.44%
URI	B	0.44%
TXRH	C	0.43%
WAT	B	0.42%
PSTG	D	0.42%
HEI	B	0.39%
CDW	F	0.39%
NBIX	C	0.38%
DUOL	A	0.37%
NCLH	B	0.37%
OWL	A	0.37%
VLTO	D	0.37%
CAVA	B	0.35%
MOH	F	0.35%
DRI	B	0.34%
KNSL	B	0.33%
CHDN	B	0.32%
MUSA	A	0.32%
ALGN	D	0.32%
WSM	B	0.32%
SRPT	D	0.31%
TPX	B	0.3%
CVNA	B	0.3%
AAON	B	0.3%
EME	C	0.3%
SMCI	F	0.3%
WING	D	0.3%
RMD	C	0.3%
PEN	B	0.29%
MORN	B	0.29%
ITCI	C	0.28%
PCTY	B	0.28%
EXEL	B	0.27%
LNW	D	0.27%
NRG	B	0.26%
ENPH	F	0.26%
MEDP	D	0.26%
SAIA	B	0.26%
DVA	B	0.26%
EXP	A	0.25%
RYAN	B	0.24%
PCOR	B	0.24%
TREX	C	0.24%
SMAR	A	0.24%
ESTC	C	0.23%
PAYC	B	0.23%
GTLB	B	0.23%
GWRE	A	0.23%
CFLT	B	0.22%
GLOB	B	0.21%
ELF	C	0.21%
FDS	B	0.21%
BSY	D	0.21%
AVY	D	0.2%
FWONK	B	0.2%
LSCC	D	0.19%
WFRD	D	0.19%
TW	A	0.19%
FOUR	B	0.19%
VVV	F	0.18%
MTN	C	0.18%
INSP	D	0.17%
MKL	A	0.17%
VKTX	F	0.17%
APPF	B	0.17%
DPZ	C	0.17%
OKTA	C	0.17%
GNRC	B	0.17%
CNM	D	0.17%
NTNX	A	0.16%
IONS	F	0.16%
LPX	B	0.16%
PLNT	A	0.15%
LYFT	C	0.15%
CELH	F	0.15%
AZEK	A	0.15%
PATH	C	0.15%
ZBRA	B	0.14%
AJG	B	0.14%
JLL	D	0.13%
OLED	D	0.13%
PEGA	A	0.13%
IQV	D	0.13%
FND	C	0.13%
RARE	D	0.13%
BRKR	D	0.12%
EXAS	D	0.12%
MASI	A	0.12%
HCP	B	0.12%
FIVE	F	0.12%
ETSY	D	0.12%
TWLO	A	0.11%
MSTR	C	0.11%
CHH	A	0.11%
GEHC	F	0.11%
WMS	D	0.11%
LW	C	0.11%
RNG	B	0.1%
LECO	B	0.1%
EG	C	0.09%
UHAL	D	0.09%
FERG	B	0.09%
APLS	D	0.09%
HWM	A	0.09%
LAMR	D	0.09%
EXPD	D	0.09%
FIVN	C	0.09%
TDC	D	0.09%
U	C	0.08%
SITE	D	0.08%
BWXT	B	0.08%
TTEK	F	0.08%
LBRDK	C	0.08%
CASY	A	0.08%
ONTO	D	0.07%
BROS	B	0.07%
NCNO	B	0.07%
PR	B	0.07%
BILL	A	0.07%
CACC	D	0.07%
FRPT	B	0.07%
AWI	A	0.07%
SOFI	A	0.07%
CLF	F	0.06%
PFGC	B	0.06%
WSC	D	0.06%
BLDR	D	0.06%
AM	A	0.06%
DBX	B	0.06%
NXST	C	0.06%
CIVI	D	0.05%
VNOM	A	0.05%
LOPE	B	0.05%
WEN	D	0.05%
DV	C	0.05%
EQT	B	0.05%
S	B	0.04%
DAY	B	0.04%
TKO	B	0.04%
ROKU	D	0.04%
SN	D	0.04%
TPG	A	0.04%
LOAR	A	0.03%
EPAM	C	0.03%
CHE	D	0.03%
KMX	B	0.03%
HLI	B	0.03%
BLD	D	0.03%
BFAM	D	0.03%
RH	B	0.03%
TXG	F	0.03%
YETI	C	0.03%
RGEN	D	0.03%
DKS	C	0.03%
DJT	C	0.03%
CROX	D	0.03%
TRU	D	0.03%
SPR	D	0.02%
MTDR	B	0.02%
SAM	C	0.02%
UI	A	0.02%
FWONA	B	0.02%
WH	B	0.02%
CAR	C	0.02%
KBR	F	0.02%
AAL	B	0.02%
WYNN	D	0.02%
SKX	D	0.02%
BPOP	B	0.02%
WEX	D	0.02%
INCY	C	0.02%
SSD	D	0.02%
FTRE	D	0.01%
PPC	C	0.01%
CC	C	0.01%
UHAL	D	0.01%
SEE	C	0.01%
NFE	D	0.01%
IRDM	D	0.01%
MSGS	A	0.01%
LBRDA	C	0.01%
CGNX	C	0.01%
UWMC	D	0.01%
MKSI	C	0.01%
RLI	B	0.01%
DOCS	C	0.01%
ALAB	B	0.0%
TRIP	F	0.0%
PYCR	C	0.0%

IWP Underweight 401 Positions Relative to SCHJ

Symbol	Grade	Weight
CARR	D	-0.1%
MDT	D	-0.1%
BIIB	F	-0.1%
COP	C	-0.09%
BABA	D	-0.09%
DD	D	-0.09%
V	A	-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%
WBA	F	-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%
SJM	D	-0.05%
EMN	D	-0.05%
ADP	B	-0.05%
SF	B	-0.05%
HRL	D	-0.05%
ATO	A	-0.05%
TGT	F	-0.05%
BDX	F	-0.05%
BERY	B	-0.05%
SYF	B	-0.05%
DLTR	F	-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%
FDX	B	-0.04%
WLK	D	-0.04%
JBHT	C	-0.04%
DOW	F	-0.04%
VFC	C	-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%
GSK	F	-0.04%
NOC	D	-0.04%
LUV	C	-0.04%
DIS	B	-0.04%
SBUX	A	-0.04%
AXP	A	-0.04%
HCA	F	-0.04%
AIG	B	-0.04%
AMZN	C	-0.04%
AAPL	C	-0.04%
DELL	C	-0.04%
AMCR	D	-0.03%
TPR	B	-0.03%
FAF	A	-0.03%
KEYS	A	-0.03%
HP	B	-0.03%
THG	A	-0.03%
DLR	B	-0.03%
EA	A	-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%
RL	B	-0.03%
GP	F	-0.03%
ORI	A	-0.03%
TME	D	-0.03%
FTNT	C	-0.03%
BC	C	-0.03%
ED	D	-0.03%
SNX	C	-0.03%
AN	C	-0.03%
LDOS	C	-0.03%
MHK	D	-0.03%
WB	D	-0.03%
BAX	D	-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%
CNO	A	-0.03%
KEY	B	-0.03%
SWK	D	-0.03%
DG	F	-0.03%
LHX	C	-0.03%
MKC	D	-0.03%
DGX	A	-0.03%
FANG	D	-0.03%
EBAY	D	-0.03%
EVRG	A	-0.03%
AVT	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%
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%
PYPL	B	-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%
WMT	A	-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%
KSS	F	-0.02%
SBRA	C	-0.02%
OCSL	F	-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%
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%
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%
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%
INTU	C	-0.02%
BG	F	-0.02%
L	A	-0.02%
KR	B	-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%
UAL	A	-0.02%
EQIX	A	-0.02%
WEC	A	-0.02%
AWK	D	-0.02%
R	B	-0.02%
DVN	F	-0.02%
TJX	A	-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%
ORLY	B	-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%
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%
HST	C	-0.02%
GLPI	C	-0.02%
STZ	D	-0.02%
CRM	B	-0.02%
MO	A	-0.02%
GPN	B	-0.02%
CAT	B	-0.02%
CM	A	-0.02%
TSN	B	-0.02%
QCOM	F	-0.02%
DUK	C	-0.02%
ICE	C	-0.02%
AL	B	-0.02%
UPS	C	-0.02%
MMC	B	-0.02%
SLB	C	-0.02%
GD	F	-0.02%
RTX	C	-0.02%
VOD	F	-0.02%
PG	A	-0.02%
AVGO	D	-0.02%
KDP	D	-0.02%
PNC	B	-0.02%
MAR	B	-0.02%
EOG	A	-0.02%
BXP	D	-0.02%
AER	B	-0.02%
BNS	A	-0.02%
DB	D	-0.02%
OMC	C	-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%
ALB	C	-0.01%
PDM	D	-0.01%
ARW	D	-0.01%
OGE	B	-0.01%
MAA	B	-0.01%
O	D	-0.01%
CSX	B	-0.01%
OHI	C	-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%
NKE	D	-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%
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%
CAG	D	-0.01%
GIS	D	-0.01%
DTE	C	-0.01%
LOW	D	-0.01%
STT	A	-0.01%
CCI	D	-0.01%
FITB	A	-0.01%
HD	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%
MCD	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%
COST	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%
AZO	C	-0.0%
ESS	B	-0.0%
BDN	C	-0.0%
BRX	A	-0.0%
NSC	B	-0.0%
IVZ	B	-0.0%
TXT	D	-0.0%
TXN	C	-0.0%
CL	D	-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%