NZAC vs. SCHJ ETF Comparison

Comparison of SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) to HCM Defender 500 Index ETF (SCHJ)

NZAC

SPDR MSCI ACWI Climate Paris Aligned ETF

NZAC Description

The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to exceed the minimum standards for a "Paris-Aligned Benchmark" under the EU BMR. A Paris-Aligned Benchmark is designed to align with a principal objective of the Paris Agreement to limit the increase in the global average temperature to well below 2 degrees Celsius above pre-industrial levels.

Grade (RS Rating)

Last Trade

$37.32

Average Daily Volume

6,937

Number of Holdings ^*

370

* 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	NZAC	SCHJ
30 Days	0.97%	-0.36%
60 Days	0.81%	-0.92%
90 Days	2.64%	0.10%
12 Months	25.98%	6.61%

192 Overlapping Holdings

Symbol	Grade	Weight in NZAC	Weight in SCHJ	Overlap
A	D	0.06%	0.02%	0.02%
AAPL	C	4.47%	0.04%	0.04%
ABBV	D	0.6%	0.03%	0.03%
ABBV	D	0.34%	0.03%	0.03%
ABT	B	0.19%	0.02%	0.02%
ADBE	C	0.35%	0.01%	0.01%
ADI	D	0.46%	0.02%	0.02%
ADP	B	0.2%	0.05%	0.05%
ADSK	A	0.09%	0.02%	0.02%
AFL	B	0.28%	0.01%	0.01%
AIG	B	0.14%	0.04%	0.04%
AIZ	A	0.09%	0.02%	0.02%
ALB	C	0.01%	0.01%	0.01%
ALL	A	0.14%	0.03%	0.03%
ALLE	D	0.09%	0.02%	0.02%
ALLY	C	0.02%	0.03%	0.02%
AMAT	F	0.12%	0.04%	0.04%
AMGN	D	0.21%	0.01%	0.01%
AMP	A	0.16%	0.02%	0.02%
AMT	D	0.11%	0.01%	0.01%
AMZN	C	2.38%	0.04%	0.04%
AON	A	0.11%	0.02%	0.02%
APH	A	0.11%	0.0%	0.0%
AVB	B	0.12%	0.01%	0.01%
AVGO	D	1.1%	0.02%	0.02%
AXP	A	0.36%	0.04%	0.04%
AZN	D	0.03%	0.01%	0.01%
AZO	C	0.1%	0.0%	0.0%
BABA	D	0.24%	0.09%	0.09%
BAC	A	0.44%	0.03%	0.03%
BAX	D	0.02%	0.03%	0.02%
BDX	F	0.11%	0.05%	0.05%
BIDU	F	0.03%	0.03%	0.03%
BIIB	F	0.03%	0.1%	0.03%
BK	A	0.13%	0.01%	0.01%
BKNG	A	0.24%	0.02%	0.02%
BLK	C	0.27%	0.07%	0.07%
BMY	B	0.24%	0.02%	0.02%
BR	A	0.08%	0.02%	0.02%
BRO	B	0.05%	0.01%	0.01%
BSX	B	0.31%	0.0%	0.0%
BXP	D	0.07%	0.02%	0.02%
C	A	0.01%	0.03%	0.01%
CARR	D	0.03%	0.1%	0.03%
CB	C	0.24%	0.02%	0.02%
CCI	D	0.07%	0.01%	0.01%
CHD	B	0.1%	0.01%	0.01%
CHTR	C	0.07%	0.06%	0.06%
CLX	B	0.01%	0.03%	0.01%
CMCSA	B	0.25%	0.01%	0.01%
CME	A	0.12%	0.07%	0.07%
COF	B	0.14%	0.01%	0.01%
CRM	B	0.42%	0.02%	0.02%
CSCO	B	0.4%	0.03%	0.03%
CSX	B	0.09%	0.01%	0.01%
DE	A	0.14%	0.0%	0.0%
DFS	B	0.09%	0.02%	0.02%
DGX	A	0.02%	0.03%	0.02%
DHI	D	0.06%	0.02%	0.02%
DHR	F	0.19%	0.01%	0.01%
DIS	B	0.29%	0.04%	0.04%
DLR	B	0.39%	0.03%	0.03%
DLTR	F	0.02%	0.05%	0.02%
DOC	D	0.01%	0.0%	0.0%
EA	A	0.01%	0.03%	0.01%
EBAY	D	0.14%	0.03%	0.03%
EFX	F	0.03%	0.01%	0.01%
EIX	B	0.81%	0.0%	0.0%
EL	F	0.03%	0.02%	0.02%
EQH	B	0.1%	0.02%	0.02%
EQIX	A	0.33%	0.02%	0.02%
EQR	B	0.07%	0.03%	0.03%
ESS	B	0.1%	0.0%	0.0%
ETN	A	0.28%	0.05%	0.05%
FIS	C	0.07%	0.03%	0.03%
FOXA	B	0.04%	0.04%	0.04%
FTNT	C	0.09%	0.03%	0.03%
FTV	C	0.09%	0.03%	0.03%
GILD	C	0.06%	0.07%	0.06%
GIS	D	0.08%	0.01%	0.01%
GOOGL	C	1.03%	0.03%	0.03%
GPN	B	0.05%	0.02%	0.02%
GS	A	0.06%	0.05%	0.05%
GWW	B	0.21%	0.03%	0.03%
HBAN	A	0.02%	0.02%	0.02%
HD	A	0.58%	0.01%	0.01%
HPE	B	0.16%	0.03%	0.03%
HSY	F	0.05%	0.01%	0.01%
HUM	C	0.06%	0.01%	0.01%
IBM	C	0.6%	0.03%	0.03%
ICE	C	0.13%	0.02%	0.02%
ILMN	D	0.04%	0.02%	0.02%
INTC	D	0.18%	0.02%	0.02%
INTU	C	0.31%	0.02%	0.02%
ITW	B	0.33%	0.04%	0.04%
JNJ	D	0.62%	0.02%	0.02%
JNPR	F	0.13%	0.02%	0.02%
JPM	A	1.09%	0.02%	0.02%
KDP	D	0.08%	0.02%	0.02%
KEYS	A	0.06%	0.03%	0.03%
KLAC	D	0.15%	0.07%	0.07%
LEN	D	0.06%	0.02%	0.02%
LH	C	0.02%	0.02%	0.02%
LIN	D	0.07%	0.0%	0.0%
LLY	F	0.94%	0.02%	0.02%
LOW	D	0.25%	0.01%	0.01%
LRCX	F	0.1%	0.01%	0.01%
MA	C	0.65%	0.04%	0.04%
MAR	B	0.02%	0.02%	0.02%
MCD	D	0.36%	0.01%	0.01%
MCO	B	0.22%	0.02%	0.02%
MDT	D	0.23%	0.1%	0.1%
MET	A	0.21%	0.02%	0.02%
MKC	D	0.01%	0.03%	0.01%
MMC	B	0.2%	0.02%	0.02%
MMM	D	0.02%	0.02%	0.02%
MRK	F	0.47%	0.05%	0.05%
MRVL	B	0.12%	0.02%	0.02%
MS	A	0.26%	0.03%	0.03%
MSFT	F	4.03%	0.05%	0.05%
MSI	B	0.27%	0.03%	0.03%
MTB	A	0.1%	0.01%	0.01%
MU	D	0.09%	0.03%	0.03%
MUFG	B	0.08%	0.02%	0.02%
NDAQ	A	0.04%	0.02%	0.02%
NEM	D	0.08%	0.01%	0.01%
NKE	D	0.11%	0.01%	0.01%
NSC	B	0.04%	0.0%	0.0%
NTAP	C	0.06%	0.02%	0.02%
NTRS	A	0.05%	0.04%	0.04%
NVDA	C	4.67%	0.03%	0.03%
NXPI	D	0.01%	0.02%	0.01%
O	D	0.07%	0.01%	0.01%
OMC	C	0.03%	0.02%	0.02%
ORCL	B	0.59%	0.06%	0.06%
ORLY	B	0.18%	0.02%	0.02%
PCAR	B	0.06%	0.0%	0.0%
PFE	D	0.19%	0.03%	0.03%
PH	A	0.25%	0.04%	0.04%
PHM	D	0.04%	0.03%	0.03%
PNC	B	0.19%	0.02%	0.02%
PPG	F	0.11%	0.01%	0.01%
PRU	A	0.15%	0.01%	0.01%
PSA	D	0.11%	0.01%	0.01%
PYPL	B	0.13%	0.03%	0.03%
QCOM	F	0.26%	0.02%	0.02%
RF	A	0.07%	0.05%	0.05%
ROK	B	0.08%	0.02%	0.02%
ROP	B	0.02%	0.01%	0.01%
ROST	C	0.09%	0.02%	0.02%
RPRX	D	0.02%	0.04%	0.02%
RS	B	0.08%	0.02%	0.02%
SBUX	A	0.15%	0.04%	0.04%
SCCO	F	0.08%	0.0%	0.0%
SCHW	B	0.19%	0.01%	0.01%
SHW	A	0.56%	0.02%	0.02%
SPG	B	0.15%	0.02%	0.02%
SPGI	C	0.38%	0.04%	0.04%
STLD	B	0.01%	0.02%	0.01%
STT	A	0.02%	0.01%	0.01%
STZ	D	0.03%	0.02%	0.02%
SWKS	F	0.01%	0.03%	0.01%
SYF	B	0.09%	0.05%	0.05%
SYK	C	0.25%	0.02%	0.02%
T	A	0.18%	0.01%	0.01%
TD	F	0.19%	0.01%	0.01%
TDY	B	0.1%	0.02%	0.02%
TGT	F	0.02%	0.05%	0.02%
TJX	A	0.36%	0.02%	0.02%
TMO	F	0.32%	0.03%	0.03%
TMUS	B	0.13%	0.06%	0.06%
TRMB	B	0.07%	0.02%	0.02%
TT	A	0.02%	0.03%	0.02%
TXN	C	0.27%	0.0%	0.0%
UNH	C	0.77%	0.01%	0.01%
UNP	C	0.21%	0.0%	0.0%
UPS	C	0.07%	0.02%	0.02%
USB	A	0.12%	0.03%	0.03%
V	A	0.75%	0.09%	0.09%
VMC	B	0.02%	0.03%	0.02%
VRSK	A	0.05%	0.05%	0.05%
VRSN	F	0.01%	0.03%	0.01%
VTR	C	0.06%	0.01%	0.01%
VZ	C	0.21%	0.02%	0.02%
WAB	B	0.08%	0.02%	0.02%
WELL	A	0.15%	0.0%	0.0%
WFC	A	0.25%	0.02%	0.02%
WM	A	0.1%	0.02%	0.02%
WMT	A	0.35%	0.03%	0.03%
WPC	D	0.01%	0.02%	0.01%
ZBH	C	0.05%	0.01%	0.01%
ZTS	D	0.16%	0.02%	0.02%

NZAC Overweight 178 Positions Relative to SCHJ

Symbol	Grade	Weight
META	D	1.62%
GOOG	C	1.45%
TSLA	B	1.32%
NFLX	A	0.49%
NVS	D	0.41%
ACN	C	0.39%
NOW	A	0.39%
BRK.A	B	0.39%
ACM	A	0.36%
XYL	D	0.36%
ISRG	A	0.31%
AMD	F	0.27%
PWR	A	0.24%
PNR	A	0.23%
PGR	A	0.22%
PLD	D	0.21%
GLW	B	0.19%
BX	A	0.19%
FI	A	0.18%
CBRE	B	0.18%
FFIV	B	0.18%
UBER	D	0.17%
FAST	B	0.17%
SONY	B	0.17%
ELV	F	0.17%
APO	B	0.17%
FSLR	F	0.16%
AME	A	0.16%
TRV	B	0.15%
HDB	C	0.14%
VRTX	F	0.14%
PANW	C	0.14%
MELI	D	0.14%
TDG	D	0.13%
KKR	A	0.13%
CDW	F	0.13%
SHOP	B	0.12%
ACGL	D	0.12%
HIG	B	0.12%
EW	C	0.11%
LI	F	0.11%
INFY	B	0.11%
REGN	F	0.1%
IQV	D	0.1%
DEO	F	0.1%
PDD	F	0.08%
GRMN	B	0.08%
CTSH	B	0.08%
REG	B	0.08%
PAYX	C	0.08%
LULU	C	0.08%
CINF	A	0.07%
RVTY	F	0.07%
PLTR	B	0.07%
HSBH	B	0.07%
CMG	B	0.07%
WRB	A	0.07%
AJG	B	0.07%
MKL	A	0.07%
AFG	A	0.07%
WIT	A	0.07%
WTW	B	0.07%
RMD	C	0.07%
YUM	B	0.07%
IRM	D	0.06%
MTD	D	0.06%
TCOM	B	0.06%
ECL	D	0.06%
ANET	C	0.06%
AXON	A	0.06%
IDXX	F	0.06%
CPAY	A	0.05%
LYV	A	0.05%
ABNB	C	0.05%
HOLX	D	0.05%
TROW	B	0.05%
URI	B	0.05%
TTD	B	0.05%
ULTA	F	0.05%
HSIC	B	0.05%
ENPH	F	0.05%
COIN	C	0.04%
RJF	A	0.04%
CEG	D	0.04%
DXCM	D	0.04%
UHAL	D	0.04%
CTAS	B	0.04%
BCS	C	0.04%
XPEV	C	0.04%
CPRT	A	0.04%
EXR	D	0.04%
IEX	B	0.04%
BAH	F	0.03%
ALGN	D	0.03%
WDAY	B	0.03%
STE	F	0.03%
NVR	D	0.03%
VICI	C	0.03%
MNST	C	0.03%
AVTR	F	0.03%
XRX	F	0.03%
VLTO	D	0.03%
CCEP	C	0.03%
EG	C	0.03%
SBAC	D	0.03%
VEEV	C	0.03%
LKQ	D	0.03%
ERIE	D	0.03%
GDDY	A	0.03%
IT	C	0.03%
CBOE	B	0.03%
FOX	A	0.03%
ALNY	D	0.03%
BURL	A	0.03%
TER	D	0.03%
Z	A	0.02%
CG	A	0.02%
NIO	F	0.02%
ANSS	B	0.02%
BMRN	D	0.02%
TW	A	0.02%
TFX	F	0.02%
MOH	F	0.02%
ROL	B	0.02%
CRWD	B	0.02%
SNA	A	0.02%
WST	C	0.02%
WAT	B	0.02%
MSTR	C	0.02%
SEIC	B	0.02%
ZM	B	0.02%
ZBRA	B	0.02%
PODD	C	0.02%
HEI	B	0.02%
DASH	A	0.02%
BCH	F	0.02%
ASAI	F	0.02%
CTLT	B	0.02%
VRT	B	0.02%
SNOW	C	0.02%
ODFL	B	0.02%
HLT	A	0.02%
POOL	C	0.02%
CSGP	D	0.02%
SQ	B	0.02%
MBAVU	D	0.01%
SMCI	F	0.01%
QGEN	D	0.01%
EXAS	D	0.01%
MTCH	D	0.01%
BBWI	D	0.01%
WYNN	D	0.01%
RIVN	F	0.01%
SUI	D	0.01%
JKHY	D	0.01%
TECH	D	0.01%
BIO	D	0.01%
SNAP	C	0.01%
PAYC	B	0.01%
EPAM	C	0.01%
KVUE	A	0.01%
MAS	D	0.01%
MRNA	F	0.01%
MKTX	D	0.01%
SQ	B	0.01%
FDS	B	0.01%
TRU	D	0.01%
NBIX	C	0.01%
IPG	D	0.01%
PINS	D	0.01%
KB	B	0.01%
INCY	C	0.01%
QFIN	B	0.01%
DOCU	A	0.01%
LYG	F	0.01%
TEVA	D	0.01%
NIO	F	0.0%
WIT	A	0.0%

NZAC Underweight 245 Positions Relative to SCHJ

Symbol	Grade	Weight
HPQ	B	-0.1%
COP	C	-0.09%
DD	D	-0.09%
TAP	C	-0.08%
OTIS	C	-0.07%
STLA	F	-0.07%
NI	A	-0.06%
WBA	F	-0.06%
KO	D	-0.05%
MCHP	D	-0.05%
SJM	D	-0.05%
EMN	D	-0.05%
SF	B	-0.05%
HRL	D	-0.05%
ATO	A	-0.05%
BERY	B	-0.05%
UHS	D	-0.04%
DXC	B	-0.04%
CMA	A	-0.04%
BHP	F	-0.04%
PPL	B	-0.04%
FDX	B	-0.04%
MLM	B	-0.04%
WLK	D	-0.04%
JBHT	C	-0.04%
DOW	F	-0.04%
VFC	C	-0.04%
HON	B	-0.04%
MOS	F	-0.04%
JEF	A	-0.04%
GSK	F	-0.04%
NOC	D	-0.04%
LUV	C	-0.04%
HCA	F	-0.04%
DELL	C	-0.04%
AMCR	D	-0.03%
TPR	B	-0.03%
FAF	A	-0.03%
HP	B	-0.03%
THG	A	-0.03%
BWA	D	-0.03%
IFF	D	-0.03%
EMR	A	-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%
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%
CE	F	-0.03%
FRT	B	-0.03%
OPI	F	-0.03%
JD	D	-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%
FANG	D	-0.03%
EVRG	A	-0.03%
AVT	C	-0.03%
MDLZ	F	-0.03%
HAL	C	-0.03%
MPC	D	-0.03%
VLO	C	-0.03%
WMB	A	-0.03%
LVS	C	-0.03%
EPD	A	-0.03%
EXC	C	-0.03%
ARCC	A	-0.03%
GE	D	-0.03%
XOM	B	-0.03%
HSBC	B	-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%
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%
HES	B	-0.02%
ADM	D	-0.02%
KRC	C	-0.02%
TKR	D	-0.02%
OC	A	-0.02%
PNW	B	-0.02%
G	B	-0.02%
HRB	D	-0.02%
RPM	A	-0.02%
GBDC	C	-0.02%
FHN	A	-0.02%
CF	B	-0.02%
DAL	C	-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%
GSBD	F	-0.02%
BKH	A	-0.02%
VOYA	B	-0.02%
SLG	B	-0.02%
PFG	D	-0.02%
NUE	C	-0.02%
BG	F	-0.02%
L	A	-0.02%
KR	B	-0.02%
KMB	D	-0.02%
HII	D	-0.02%
LYB	F	-0.02%
H	B	-0.02%
ARE	D	-0.02%
CNP	B	-0.02%
CNA	B	-0.02%
NNN	D	-0.02%
UAL	A	-0.02%
WEC	A	-0.02%
AWK	D	-0.02%
R	B	-0.02%
DVN	F	-0.02%
CAH	B	-0.02%
SRE	A	-0.02%
XEL	A	-0.02%
SITC	D	-0.02%
CFG	B	-0.02%
EXPE	B	-0.02%
PEG	A	-0.02%
D	C	-0.02%
AGR	B	-0.02%
PM	B	-0.02%
K	A	-0.02%
ETR	B	-0.02%
CNH	C	-0.02%
HST	C	-0.02%
GLPI	C	-0.02%
MO	A	-0.02%
CAT	B	-0.02%
CM	A	-0.02%
TSN	B	-0.02%
DUK	C	-0.02%
AL	B	-0.02%
SYY	B	-0.02%
SLB	C	-0.02%
GD	F	-0.02%
RTX	C	-0.02%
VOD	F	-0.02%
PG	A	-0.02%
EOG	A	-0.02%
AER	B	-0.02%
BNS	A	-0.02%
DB	D	-0.02%
PEP	F	-0.02%
PCG	A	-0.02%
TFC	A	-0.02%
LMT	D	-0.02%
RY	A	-0.02%
CI	F	-0.02%
CVX	A	-0.02%
NWG	C	-0.02%
BEN	C	-0.01%
VNO	B	-0.01%
FE	C	-0.01%
PDM	D	-0.01%
ARW	D	-0.01%
CSL	C	-0.01%
OGE	B	-0.01%
MAA	B	-0.01%
OHI	C	-0.01%
RSG	A	-0.01%
AEP	D	-0.01%
CP	D	-0.01%
WEST	C	-0.01%
ES	D	-0.01%
CPB	D	-0.01%
AMG	B	-0.01%
OGS	A	-0.01%
PAA	B	-0.01%
APTV	D	-0.01%
MCK	B	-0.01%
KMI	A	-0.01%
NFG	A	-0.01%
CAG	D	-0.01%
DTE	C	-0.01%
FITB	A	-0.01%
PSX	C	-0.01%
BMO	A	-0.01%
GM	B	-0.01%
CVS	D	-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%
CMI	A	-0.0%
KIM	A	-0.0%
WHR	B	-0.0%
FLEX	A	-0.0%
CUBE	D	-0.0%
BDN	C	-0.0%
BRX	A	-0.0%
WU	D	-0.0%
IVZ	B	-0.0%
TXT	D	-0.0%
CL	D	-0.0%
OKE	A	-0.0%
AES	F	-0.0%
FSK	A	-0.0%
MPLX	A	-0.0%
SO	D	-0.0%
NEE	D	-0.0%