KRUZ vs. SCHJ ETF Comparison
Comparison of Series Portfolios Trust Unusual Whales Subversive Republican Trading ETF (KRUZ) to HCM Defender 500 Index ETF (SCHJ)
KRUZ
Series Portfolios Trust Unusual Whales Subversive Republican Trading ETF
KRUZ Description
The fund is an actively managed diversified exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing primarily in equity securities of publicly traded companies that sitting Republican members of United States Congress and/or their families also have reported to have invested in through public disclosure filings made by such Congresspersons pursuant to the Stop Trading on Congressional Knowledge Act ("STOCK Act").
Grade (RS Rating)
Last Trade
$33.18
Average Daily Volume
12,515
Number of Holdings
*
159
* 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 | KRUZ | SCHJ |
|---|---|---|
| 30 Days | 4.85% | -0.36% |
| 60 Days | 6.43% | -0.92% |
| 90 Days | 7.44% | 0.10% |
| 12 Months | 29.43% | 6.61% |
87 Overlapping Holdings
| Symbol | Grade | Weight in KRUZ | Weight in SCHJ | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 0.55% | 0.04% | 0.04% | |
| ABBV | D | 0.17% | 0.03% | 0.03% | |
| ADBE | C | 0.22% | 0.01% | 0.01% | |
| ADSK | A | 0.42% | 0.02% | 0.02% | |
| AER | B | 0.8% | 0.02% | 0.02% | |
| ALL | A | 2.2% | 0.03% | 0.03% | |
| AMAT | F | 0.14% | 0.04% | 0.04% | |
| AMGN | D | 0.15% | 0.01% | 0.01% | |
| AMZN | C | 0.75% | 0.04% | 0.04% | |
| ARW | D | 0.19% | 0.01% | 0.01% | |
| AVGO | D | 0.58% | 0.02% | 0.02% | |
| AZN | D | 0.09% | 0.01% | 0.01% | |
| BAC | A | 0.17% | 0.03% | 0.03% | |
| BLK | C | 0.15% | 0.07% | 0.07% | |
| BSX | B | 0.48% | 0.0% | 0.0% | |
| C | A | 0.26% | 0.03% | 0.03% | |
| CB | C | 0.32% | 0.02% | 0.02% | |
| CHTR | C | 0.88% | 0.06% | 0.06% | |
| CLX | B | 0.44% | 0.03% | 0.03% | |
| COF | B | 0.72% | 0.01% | 0.01% | |
| COP | C | 1.96% | 0.09% | 0.09% | |
| COST | B | 0.92% | 0.0% | 0.0% | |
| CSCO | B | 0.21% | 0.03% | 0.03% | |
| CSL | C | 0.41% | 0.01% | 0.01% | |
| CVX | A | 2.33% | 0.02% | 0.02% | |
| D | C | 0.58% | 0.02% | 0.02% | |
| DAL | C | 0.59% | 0.02% | 0.02% | |
| DFS | B | 0.31% | 0.02% | 0.02% | |
| DHR | F | 0.14% | 0.01% | 0.01% | |
| DIS | B | 0.22% | 0.04% | 0.04% | |
| DLTR | F | 0.29% | 0.05% | 0.05% | |
| DOV | A | 0.2% | 0.02% | 0.02% | |
| DOW | F | 1.78% | 0.04% | 0.04% | |
| DVN | F | 0.3% | 0.02% | 0.02% | |
| EMR | A | 0.73% | 0.03% | 0.03% | |
| EQH | B | 0.53% | 0.02% | 0.02% | |
| FDX | B | 0.88% | 0.04% | 0.04% | |
| FIS | C | 2.4% | 0.03% | 0.03% | |
| FTNT | C | 0.29% | 0.03% | 0.03% | |
| GOOGL | C | 0.03% | 0.03% | 0.03% | |
| HD | A | 0.87% | 0.01% | 0.01% | |
| HON | B | 0.57% | 0.04% | 0.04% | |
| HTGC | D | 0.13% | 0.02% | 0.02% | |
| HUM | C | 0.33% | 0.01% | 0.01% | |
| INTC | D | 2.27% | 0.02% | 0.02% | |
| INTU | C | 0.6% | 0.02% | 0.02% | |
| JNJ | D | 1.12% | 0.02% | 0.02% | |
| JPM | A | 4.17% | 0.02% | 0.02% | |
| KLAC | D | 0.13% | 0.07% | 0.07% | |
| KO | D | 0.2% | 0.05% | 0.05% | |
| LIN | D | 0.74% | 0.0% | 0.0% | |
| LMT | D | 0.67% | 0.02% | 0.02% | |
| LUV | C | 0.27% | 0.04% | 0.04% | |
| LVS | C | 0.61% | 0.03% | 0.03% | |
| MA | C | 0.6% | 0.04% | 0.04% | |
| MMC | B | 0.36% | 0.02% | 0.02% | |
| MMM | D | 0.12% | 0.02% | 0.02% | |
| MSFT | F | 1.26% | 0.05% | 0.05% | |
| NEE | D | 0.57% | 0.0% | 0.0% | |
| NFG | A | 1.46% | 0.01% | 0.01% | |
| NUE | C | 0.39% | 0.02% | 0.02% | |
| NVDA | C | 3.64% | 0.03% | 0.03% | |
| OKE | A | 0.34% | 0.0% | 0.0% | |
| ORCL | B | 0.17% | 0.06% | 0.06% | |
| ORLY | B | 0.76% | 0.02% | 0.02% | |
| PM | B | 0.75% | 0.02% | 0.02% | |
| PSX | C | 0.1% | 0.01% | 0.01% | |
| PYPL | B | 1.17% | 0.03% | 0.03% | |
| QCOM | F | 0.23% | 0.02% | 0.02% | |
| ROK | B | 0.55% | 0.02% | 0.02% | |
| RTX | C | 0.93% | 0.02% | 0.02% | |
| SBUX | A | 0.24% | 0.04% | 0.04% | |
| SCHW | B | 0.74% | 0.01% | 0.01% | |
| SF | B | 0.61% | 0.05% | 0.05% | |
| SPG | B | 2.45% | 0.02% | 0.02% | |
| T | A | 2.26% | 0.01% | 0.01% | |
| TJX | A | 0.12% | 0.02% | 0.02% | |
| TMO | F | 0.15% | 0.03% | 0.03% | |
| TMUS | B | 0.42% | 0.06% | 0.06% | |
| TSN | B | 2.04% | 0.02% | 0.02% | |
| TXN | C | 1.35% | 0.0% | 0.0% | |
| UNH | C | 0.98% | 0.01% | 0.01% | |
| V | A | 0.67% | 0.09% | 0.09% | |
| WFC | A | 0.7% | 0.02% | 0.02% | |
| WM | A | 0.14% | 0.02% | 0.02% | |
| WMB | A | 0.91% | 0.03% | 0.03% | |
| XOM | B | 0.25% | 0.03% | 0.03% |
KRUZ Overweight 72 Positions Relative to SCHJ
| Symbol | Grade | Weight | |
|---|---|---|---|
| FIX | A | 3.36% | |
| ACN | C | 2.33% | |
| UTHR | C | 2.04% | |
| ANET | C | 1.93% | |
| ASML | F | 1.55% | |
| ELV | F | 1.07% | |
| BBWI | D | 0.73% | |
| SAP | B | 0.71% | |
| OSK | B | 0.67% | |
| META | D | 0.65% | |
| CLF | F | 0.65% | |
| WTW | B | 0.63% | |
| WWD | B | 0.61% | |
| EPAM | C | 0.59% | |
| GEV | B | 0.56% | |
| TSLA | B | 0.51% | |
| BJ | A | 0.49% | |
| CDNS | B | 0.49% | |
| ARMK | B | 0.48% | |
| ET | A | 0.47% | |
| NGL | D | 0.45% | |
| SPH | B | 0.44% | |
| GEN | B | 0.4% | |
| NOW | A | 0.39% | |
| BECN | B | 0.38% | |
| UBER | D | 0.37% | |
| X | C | 0.37% | |
| PRI | A | 0.37% | |
| AMD | F | 0.34% | |
| VVV | F | 0.33% | |
| OXY | D | 0.32% | |
| LPX | B | 0.31% | |
| NVT | B | 0.31% | |
| NVO | D | 0.3% | |
| SSD | D | 0.3% | |
| HSIC | B | 0.3% | |
| FBIN | D | 0.3% | |
| HLI | B | 0.3% | |
| TRS | B | 0.27% | |
| SKX | D | 0.27% | |
| AIT | A | 0.27% | |
| DCI | B | 0.26% | |
| WBD | C | 0.26% | |
| GOLD | D | 0.25% | |
| UBSI | B | 0.25% | |
| NSIT | F | 0.25% | |
| PLXS | B | 0.25% | |
| ENTG | D | 0.23% | |
| IQV | D | 0.23% | |
| RHI | B | 0.22% | |
| ATR | B | 0.22% | |
| FMAO | B | 0.21% | |
| ARLP | A | 0.2% | |
| LBRDK | C | 0.2% | |
| AA | B | 0.2% | |
| ZION | B | 0.19% | |
| CNM | D | 0.19% | |
| PTC | A | 0.19% | |
| IPG | D | 0.18% | |
| FCX | D | 0.18% | |
| ST | F | 0.18% | |
| PWR | A | 0.17% | |
| KKR | A | 0.17% | |
| PLUS | F | 0.17% | |
| CRWD | B | 0.17% | |
| GTES | A | 0.16% | |
| LGIH | D | 0.16% | |
| PRGS | A | 0.16% | |
| PAG | B | 0.16% | |
| KHC | F | 0.16% | |
| NBIX | C | 0.15% | |
| HLT | A | 0.14% |
KRUZ Underweight 349 Positions Relative to SCHJ
| Symbol | Grade | Weight | |
|---|---|---|---|
| HPQ | B | -0.1% | |
| CARR | D | -0.1% | |
| MDT | D | -0.1% | |
| BIIB | F | -0.1% | |
| BABA | D | -0.09% | |
| DD | D | -0.09% | |
| TAP | C | -0.08% | |
| OTIS | C | -0.07% | |
| CME | A | -0.07% | |
| STLA | F | -0.07% | |
| GILD | C | -0.07% | |
| NI | A | -0.06% | |
| WBA | F | -0.06% | |
| ETN | A | -0.05% | |
| RF | A | -0.05% | |
| MCHP | D | -0.05% | |
| SJM | D | -0.05% | |
| EMN | D | -0.05% | |
| ADP | B | -0.05% | |
| HRL | D | -0.05% | |
| ATO | A | -0.05% | |
| VRSK | A | -0.05% | |
| TGT | F | -0.05% | |
| BDX | F | -0.05% | |
| BERY | B | -0.05% | |
| SYF | B | -0.05% | |
| MRK | F | -0.05% | |
| GS | A | -0.05% | |
| ITW | B | -0.04% | |
| SPGI | C | -0.04% | |
| UHS | D | -0.04% | |
| DXC | B | -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% | |
| VFC | C | -0.04% | |
| PH | A | -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% | |
| DELL | C | -0.04% | |
| AMCR | D | -0.03% | |
| TPR | B | -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% | |
| EA | A | -0.03% | |
| BWA | D | -0.03% | |
| PHM | D | -0.03% | |
| IFF | D | -0.03% | |
| SWKS | F | -0.03% | |
| EQR | B | -0.03% | |
| KMPR | B | -0.03% | |
| HAS | D | -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% | |
| GWW | B | -0.03% | |
| BC | C | -0.03% | |
| LII | A | -0.03% | |
| JBL | B | -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% | |
| 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% | |
| 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% | |
| ALLY | C | -0.03% | |
| MDLZ | F | -0.03% | |
| HAL | C | -0.03% | |
| TT | A | -0.03% | |
| MPC | D | -0.03% | |
| VLO | C | -0.03% | |
| MU | D | -0.03% | |
| EPD | A | -0.03% | |
| EXC | C | -0.03% | |
| PFE | D | -0.03% | |
| ARCC | A | -0.03% | |
| BIDU | F | -0.03% | |
| USB | A | -0.03% | |
| HPE | B | -0.03% | |
| GE | D | -0.03% | |
| IBM | C | -0.03% | |
| WMT | A | -0.03% | |
| HSBC | B | -0.03% | |
| MS | 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% | |
| LEG | F | -0.02% | |
| RGA | A | -0.02% | |
| KSS | F | -0.02% | |
| SBRA | C | -0.02% | |
| OCSL | F | -0.02% | |
| GXO | B | -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% | |
| JNPR | F | -0.02% | |
| RS | B | -0.02% | |
| PNW | B | -0.02% | |
| ILMN | D | -0.02% | |
| G | B | -0.02% | |
| HRB | D | -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% | |
| 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% | |
| WPC | D | -0.02% | |
| MRVL | B | -0.02% | |
| BG | F | -0.02% | |
| NTAP | C | -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% | |
| H | B | -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% | |
| CAH | B | -0.02% | |
| HBAN | A | -0.02% | |
| SRE | A | -0.02% | |
| XEL | A | -0.02% | |
| WAB | B | -0.02% | |
| SITC | D | -0.02% | |
| CFG | B | -0.02% | |
| NDAQ | A | -0.02% | |
| LEN | D | -0.02% | |
| EXPE | B | -0.02% | |
| BKNG | A | -0.02% | |
| PEG | A | -0.02% | |
| ABT | B | -0.02% | |
| AMP | A | -0.02% | |
| LH | C | -0.02% | |
| SYK | C | -0.02% | |
| ROST | C | -0.02% | |
| AGR | 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% | |
| DUK | C | -0.02% | |
| ICE | C | -0.02% | |
| AL | B | -0.02% | |
| SYY | B | -0.02% | |
| UPS | C | -0.02% | |
| SLB | C | -0.02% | |
| GD | F | -0.02% | |
| VOD | F | -0.02% | |
| PG | A | -0.02% | |
| KDP | D | -0.02% | |
| PNC | B | -0.02% | |
| MAR | B | -0.02% | |
| EOG | A | -0.02% | |
| BXP | D | -0.02% | |
| BNS | A | -0.02% | |
| DB | D | -0.02% | |
| OMC | C | -0.02% | |
| PEP | F | -0.02% | |
| ZTS | D | -0.02% | |
| PCG | A | -0.02% | |
| TFC | A | -0.02% | |
| VZ | C | -0.02% | |
| BMY | B | -0.02% | |
| RY | A | -0.02% | |
| CI | F | -0.02% | |
| MUFG | B | -0.02% | |
| NWG | C | -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% | |
| 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% | |
| 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% | |
| HSY | F | -0.01% | |
| AMG | B | -0.01% | |
| OGS | A | -0.01% | |
| LRCX | F | -0.01% | |
| PAA | B | -0.01% | |
| APTV | D | -0.01% | |
| MCK | B | -0.01% | |
| KMI | A | -0.01% | |
| VTR | C | -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% | |
| BK | A | -0.01% | |
| BMO | A | -0.01% | |
| TD | F | -0.01% | |
| AMT | D | -0.01% | |
| MCD | D | -0.01% | |
| GM | B | -0.01% | |
| ZBH | C | -0.01% | |
| CVS | D | -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% | |
| AZO | C | -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% | |
| CL | D | -0.0% | |
| UNP | C | -0.0% | |
| WELL | A | -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% |
KRUZ: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Semiconductors
Credit Services
Banks - Global
Drug Manufacturers - Major
Oil & Gas E&P
Semiconductor Equipment & Materials
Aerospace & Defense
Banks - Regional - US
Biotechnology
Capital Markets
Diagnostics & Research
Health Care Plans
Information Technology Services
Oil & Gas Midstream
Oil & Gas Refining & Marketing
Software - Infrastructure
Specialty Retail
Airlines
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
Packaged Foods
Utilities - Diversified
Aerospace & Defense
Capital Markets
Diagnostics & Research
Insurance - Life
Oil & Gas E&P
REIT - Retail
Household & Personal Products
Compare ETFs
