SCHD vs. XJH ETF Comparison

Comparison of Schwab US Dividend Equity ETF (SCHD) to iShares ESG Screened S&P Mid-Cap ETF (XJH)

SCHD

Schwab US Dividend Equity ETF

SCHD Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 IndexSM. The fund invests at least 90% of its net assets in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The 100-component index is a subset of the Dow Jones U.S. Broad Market Index, excluding REITs, master limited partnerships, preferred stocks and convertibles. It is non-diversified.

Grade (RS Rating)

Last Trade

$84.65

Average Daily Volume

2,978,608

Number of Holdings ^*

* may have additional holdings in another (foreign) market

XJH

iShares ESG Screened S&P Mid-Cap ETF

XJH Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

Grade (RS Rating)

Last Trade

$42.01

Average Daily Volume

17,617

Number of Holdings ^*

354

* may have additional holdings in another (foreign) market

Performance

Period	SCHD	XJH
30 Days	2.28%	3.21%
60 Days	8.14%	8.28%
90 Days	10.89%	7.30%
12 Months	26.97%	27.82%

20 Overlapping Holdings

Symbol	Grade	Weight in SCHD	Weight in XJH	Overlap
COLB	C	0.21%	0.21%	0.21%
CRI	D	0.09%	0.09%	0.09%
DINO	F	0.26%	0.29%	0.26%
EWBC	B	0.44%	0.44%	0.44%
FNF	C	0.61%	0.61%	0.61%
HRB	C	0.34%	0.35%	0.34%
IBOC	D	0.12%	0.12%	0.12%
JHG	A	0.19%	0.19%	0.19%
MSM	D	0.15%	0.15%	0.15%
MTN	D	0.27%	0.27%	0.27%
NSP	F	0.12%	0.12%	0.12%
NXST	D	0.2%	0.19%	0.19%
OZK	D	0.17%	0.17%	0.17%
SNV	D	0.25%	0.24%	0.24%
UNM	A	0.4%	0.29%	0.29%
WEN	B	0.11%	0.12%	0.11%
WHR	C	0.23%	0.23%	0.23%
WSO	C	0.61%	0.68%	0.61%
WU	D	0.16%	0.12%	0.12%
ZION	D	0.27%	0.27%	0.27%

SCHD Overweight 79 Positions Relative to XJH

Symbol	Grade	Weight
HD	A	4.26%
VZ	C	4.21%
BLK	A	4.15%
CSCO	A	4.15%
TXN	C	3.99%
CVX	B	3.98%
PFE	D	3.98%
BMY	A	3.96%
LMT	A	3.94%
ABBV	C	3.85%
KO	C	3.85%
AMGN	D	3.8%
UPS	D	3.79%
PEP	F	3.7%
MO	D	3.39%
USB	C	2.74%
EOG	B	2.72%
OKE	A	2.04%
KMB	D	1.86%
VLO	F	1.72%
PAYX	B	1.65%
F	D	1.63%
FAST	C	1.58%
FITB	C	1.14%
MTB	A	1.13%
HSY	D	1.1%
LYB	B	0.96%
TROW	D	0.95%
RF	B	0.82%
HBAN	B	0.82%
CINF	A	0.82%
DRI	C	0.77%
BBY	C	0.76%
PKG	B	0.74%
CTRA	D	0.68%
AMCR	C	0.63%
CF	A	0.61%
KEY	B	0.61%
SWKS	F	0.61%
SNA	C	0.59%
CHRW	C	0.49%
DKS	D	0.47%
IPG	D	0.46%
TPR	B	0.43%
APA	F	0.34%
CMA	C	0.3%
RHI	D	0.27%
RDN	D	0.2%
HUN	B	0.15%
APAM	B	0.12%
CATY	B	0.12%
BOH	D	0.1%
CNS	C	0.1%
CVBF	B	0.09%
BANR	B	0.08%
OFG	D	0.08%
HTLF	B	0.08%
FCF	D	0.07%
CHCO	D	0.07%
LEG	D	0.07%
STBA	D	0.06%
LKFN	D	0.06%
NWBI	D	0.06%
OXM	F	0.05%
BKE	B	0.05%
VRTS	D	0.05%
AMSF	B	0.04%
CWEN	C	0.04%
PFBC	D	0.04%
SRCE	D	0.04%
CBRL	D	0.04%
KFRC	F	0.04%
GABC	D	0.04%
ETD	C	0.03%
HFWA	D	0.03%
CPF	C	0.03%
PFC	D	0.03%
FBMS	D	0.03%
GES	F	0.02%

SCHD Underweight 334 Positions Relative to XJH

Symbol	Grade	Weight
ILMN	B	-0.82%
CSL	A	-0.8%
EME	B	-0.78%
LII	C	-0.77%
WSM	C	-0.76%
AVTR	D	-0.69%
BURL	C	-0.68%
MANH	A	-0.67%
UTHR	C	-0.62%
RS	D	-0.62%
RPM	A	-0.62%
PSTG	F	-0.61%
DT	B	-0.61%
THC	D	-0.61%
USFD	C	-0.6%
TOL	C	-0.6%
OC	C	-0.59%
IBKR	A	-0.58%
GGG	C	-0.57%
RGA	B	-0.56%
FIX	A	-0.55%
COHR	B	-0.55%
WPC	C	-0.54%
ACM	A	-0.54%
CASY	D	-0.54%
GLPI	C	-0.54%
RNR	A	-0.54%
ELS	D	-0.52%
BMRN	F	-0.52%
XPO	F	-0.51%
JLL	C	-0.5%
FND	C	-0.5%
TTEK	A	-0.49%
WING	C	-0.49%
ITT	C	-0.48%
CLH	B	-0.48%
CW	A	-0.48%
CUBE	C	-0.47%
BLD	D	-0.47%
AMH	D	-0.47%
NBIX	F	-0.46%
NVT	C	-0.46%
TXRH	A	-0.46%
SRPT	F	-0.46%
SAIA	D	-0.45%
LAMR	C	-0.45%
RRX	B	-0.44%
CCK	C	-0.44%
SCI	D	-0.44%
BJ	B	-0.43%
LECO	D	-0.43%
ONTO	B	-0.43%
REXR	D	-0.43%
WMS	D	-0.43%
SFM	A	-0.42%
FBIN	C	-0.42%
DUOL	B	-0.41%
OHI	C	-0.41%
ATR	A	-0.41%
ARMK	C	-0.4%
AA	B	-0.4%
WWD	C	-0.4%
NLY	C	-0.4%
JEF	A	-0.39%
KNSL	B	-0.39%
EHC	C	-0.38%
CHDN	C	-0.38%
EQH	B	-0.38%
AFG	A	-0.38%
TPX	C	-0.37%
SF	A	-0.37%
ALLY	F	-0.37%
EXP	C	-0.37%
RGLD	C	-0.37%
WTRG	D	-0.37%
EVR	C	-0.36%
OLED	B	-0.36%
SKX	B	-0.36%
MUSA	D	-0.36%
NNN	C	-0.35%
DCI	B	-0.35%
INGR	B	-0.35%
CHE	D	-0.35%
PRI	A	-0.35%
CIEN	A	-0.35%
SNX	C	-0.35%
NYT	C	-0.35%
TTC	F	-0.35%
EGP	D	-0.35%
GME	D	-0.34%
CNM	F	-0.34%
CROX	C	-0.34%
GPK	D	-0.34%
HLI	A	-0.33%
ORI	A	-0.33%
LAD	C	-0.33%
WEX	C	-0.33%
AIT	B	-0.33%
KNX	D	-0.33%
X	F	-0.32%
AXTA	C	-0.32%
BRX	C	-0.32%
MEDP	F	-0.32%
AYI	A	-0.32%
LNW	F	-0.32%
FHN	D	-0.32%
BRBR	A	-0.31%
UFPI	C	-0.31%
WBS	D	-0.31%
BERY	C	-0.31%
FYBR	C	-0.31%
SSD	B	-0.31%
GMED	B	-0.31%
FCN	C	-0.31%
COKE	C	-0.3%
MKSI	F	-0.3%
MIDD	D	-0.3%
RGEN	F	-0.3%
VOYA	A	-0.3%
CR	A	-0.3%
WCC	D	-0.3%
BRKR	D	-0.3%
FR	D	-0.29%
SSB	C	-0.29%
ADC	C	-0.29%
PEN	D	-0.29%
PNFP	B	-0.29%
LSCC	D	-0.29%
EXEL	B	-0.29%
DTM	A	-0.29%
MTZ	A	-0.29%
PCTY	C	-0.28%
GNTX	D	-0.28%
H	B	-0.28%
WTFC	B	-0.28%
ARW	C	-0.28%
STAG	D	-0.28%
KEX	C	-0.28%
TMHC	C	-0.28%
AAON	A	-0.28%
CFR	B	-0.28%
HALO	D	-0.28%
LNTH	C	-0.28%
TREX	D	-0.28%
JAZZ	F	-0.27%
RYAN	A	-0.27%
HQY	B	-0.27%
CGNX	F	-0.27%
FLS	A	-0.27%
PLNT	B	-0.27%
ACHC	F	-0.27%
CBSH	D	-0.27%
ANF	D	-0.27%
MSA	F	-0.27%
MTSI	B	-0.26%
STWD	C	-0.26%
HR	D	-0.26%
LFUS	C	-0.26%
MTG	A	-0.26%
FAF	C	-0.26%
CVLT	B	-0.26%
LPX	C	-0.26%
ALV	F	-0.26%
ESNT	A	-0.26%
PB	D	-0.26%
SEIC	B	-0.26%
ELF	F	-0.25%
CMC	D	-0.25%
NOVT	C	-0.25%
RLI	A	-0.25%
WH	C	-0.25%
G	A	-0.25%
VNO	B	-0.25%
OSK	F	-0.25%
CRUS	D	-0.25%
LSTR	F	-0.25%
AGCO	D	-0.24%
OLLI	C	-0.24%
KBH	D	-0.24%
ESAB	C	-0.24%
EXLS	B	-0.24%
CBT	B	-0.24%
GXO	D	-0.24%
WFRD	F	-0.24%
CYTK	D	-0.24%
NOV	F	-0.24%
R	C	-0.24%
LEA	F	-0.24%
AZPN	A	-0.24%
THO	C	-0.23%
DAR	F	-0.23%
VMI	B	-0.23%
MASI	B	-0.23%
ONB	D	-0.23%
DBX	C	-0.23%
CLF	D	-0.23%
BC	C	-0.22%
POST	C	-0.22%
MMS	C	-0.22%
SIGI	D	-0.22%
MDU	C	-0.22%
SRCL	B	-0.22%
CHX	C	-0.22%
ALTR	B	-0.22%
WTS	C	-0.22%
EXPO	A	-0.22%
KRG	C	-0.22%
UGI	C	-0.21%
THG	A	-0.21%
DOCS	A	-0.21%
OPCH	F	-0.21%
KD	D	-0.21%
SON	D	-0.21%
XRAY	D	-0.21%
TKR	B	-0.21%
APPF	C	-0.21%
VVV	D	-0.21%
PVH	D	-0.21%
ST	F	-0.21%
HXL	F	-0.2%
KNF	B	-0.2%
ROIV	D	-0.2%
RH	C	-0.2%
AM	A	-0.2%
VNT	F	-0.2%
GBCI	B	-0.2%
FIVE	D	-0.2%
GTLS	D	-0.2%
AMG	B	-0.2%
GATX	F	-0.19%
FFIN	D	-0.19%
BDC	A	-0.19%
AVT	B	-0.19%
SLM	B	-0.19%
CELH	F	-0.19%
HOMB	D	-0.19%
UBSI	D	-0.19%
BCO	C	-0.19%
WLK	C	-0.19%
FNB	D	-0.19%
CUZ	C	-0.18%
DLB	D	-0.18%
FLO	D	-0.18%
HOG	D	-0.18%
RMBS	F	-0.18%
CPRI	C	-0.18%
IRT	D	-0.18%
AVNT	C	-0.18%
AN	D	-0.18%
NJR	C	-0.18%
UMBF	C	-0.18%
QLYS	F	-0.18%
CADE	B	-0.18%
GAP	F	-0.18%
ASH	F	-0.17%
EEFT	F	-0.17%
RYN	C	-0.17%
NEU	F	-0.17%
SBRA	C	-0.17%
LITE	A	-0.17%
HWC	D	-0.17%
WMG	D	-0.17%
BYD	B	-0.17%
SWX	C	-0.17%
PII	D	-0.17%
ENS	B	-0.16%
LOPE	D	-0.16%
KRC	C	-0.16%
ORA	C	-0.16%
OGS	C	-0.16%
ASGN	D	-0.16%
SLGN	B	-0.16%
M	D	-0.16%
VLY	C	-0.15%
SLAB	D	-0.15%
SR	D	-0.15%
HAE	F	-0.15%
TEX	F	-0.14%
COTY	F	-0.14%
MAN	D	-0.14%
IRDM	C	-0.14%
SMG	C	-0.14%
VAL	F	-0.14%
POWI	F	-0.14%
CNO	B	-0.14%
AMKR	F	-0.14%
EPR	C	-0.14%
ALGM	F	-0.14%
KMPR	D	-0.14%
PCH	C	-0.13%
TCBI	B	-0.13%
ASB	D	-0.13%
NSA	D	-0.13%
NEOG	F	-0.13%
NVST	D	-0.13%
BLKB	C	-0.13%
YETI	C	-0.13%
CDP	A	-0.13%
NYCB	D	-0.13%
LANC	F	-0.13%
ZI	F	-0.12%
CHH	A	-0.12%
ALTM	D	-0.12%
PAG	D	-0.12%
PK	D	-0.12%
SYNA	F	-0.12%
PBF	F	-0.12%
AMED	D	-0.12%
TNL	B	-0.12%
CXT	F	-0.11%
GHC	A	-0.11%
LIVN	C	-0.11%
FHI	A	-0.11%
TDC	D	-0.11%
VAC	D	-0.1%
COLM	B	-0.1%
VC	F	-0.1%
BHF	D	-0.1%
JWN	D	-0.09%
RCM	B	-0.09%
GT	F	-0.09%
AZTA	F	-0.09%
SAM	D	-0.09%
ENOV	F	-0.09%
HGV	F	-0.09%
ARWR	F	-0.09%
CNXC	F	-0.09%
IPGP	D	-0.08%
VSH	F	-0.08%
PPC	C	-0.07%
CAR	D	-0.06%
UAA	B	-0.06%
GEF	B	-0.06%
UA	B	-0.04%

SCHD: Top Represented Industries & Keywords

Industries: Banks - Regional - US Asset Management Drug Manufacturers - Major Home Furnishings & Fixtures Oil & Gas E&P Restaurants Staffing & Outsourcing Services Apparel Manufacturing Apparel Stores Beverages - Soft Drinks Industrial Distribution Insurance - Property & Casualty Insurance - Specialty Integrated Shipping & Logistics Oil & Gas Refining & Marketing Packaging & Containers Savings & Cooperative Banks Semiconductors Specialty Retail Advertising Agencies