SCHJ vs. BALI ETF Comparison

Comparison of HCM Defender 500 Index ETF (SCHJ) to BlackRock Advantage Large Cap Income ETF (BALI)
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

$24.44

Average Daily Volume

89,713

Number of Holdings *

436

* may have additional holdings in another (foreign) market
BALI

BlackRock Advantage Large Cap Income ETF

BALI Description Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in large cap equity securities and derivatives that have similar economic characteristics to such securities. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$31.04

Average Daily Volume

93,941

Number of Holdings *

149

* may have additional holdings in another (foreign) market
Performance
Period SCHJ BALI
30 Days -0.15% 1.78%
60 Days -0.88% 3.99%
90 Days 0.18% 5.51%
12 Months 6.69% 27.58%
102 Overlapping Holdings
Symbol Grade Weight in SCHJ Weight in BALI Overlap
AAPL C 0.04% 7.52% 0.04%
ADBE C 0.01% 0.52% 0.01%
ALL A 0.03% 0.4% 0.03%
AMGN F 0.01% 0.62% 0.01%
AMZN C 0.04% 4.94% 0.04%
AVB B 0.01% 0.15% 0.01%
AVGO D 0.02% 0.64% 0.02%
BIIB F 0.1% 0.03% 0.03%
BKNG A 0.02% 0.13% 0.02%
BSX A 0.0% 0.14% 0.0%
C A 0.03% 1.05% 0.03%
CAG F 0.01% 0.01% 0.01%
CAH B 0.02% 1.12% 0.02%
CI D 0.02% 0.12% 0.02%
CL D 0.0% 0.87% 0.0%
CLX A 0.03% 0.01% 0.01%
CMCSA B 0.01% 0.9% 0.01%
CME B 0.07% 1.12% 0.07%
CMS C 0.0% 0.3% 0.0%
COP C 0.09% 0.5% 0.09%
COST A 0.0% 0.0% 0.0%
CSCO B 0.03% 0.36% 0.03%
CSX C 0.01% 0.07% 0.01%
CVX A 0.02% 1.53% 0.02%
DHI F 0.02% 0.07% 0.02%
DOC C 0.0% 0.04% 0.0%
DUK C 0.02% 0.1% 0.02%
DVN F 0.02% 0.01% 0.01%
ED C 0.03% 0.06% 0.03%
EQIX A 0.02% 0.0% 0.0%
ES C 0.01% 0.35% 0.01%
ETN A 0.05% 0.36% 0.05%
EXC C 0.03% 0.31% 0.03%
FE C 0.01% 0.42% 0.01%
FLEX B 0.0% 0.02% 0.0%
FOXA A 0.04% 0.0% 0.0%
FTNT C 0.03% 1.0% 0.03%
GD D 0.02% 0.14% 0.02%
GILD C 0.07% 1.32% 0.07%
GOOGL C 0.03% 3.06% 0.03%
GWW B 0.03% 0.03% 0.03%
HAL C 0.03% 0.39% 0.03%
HAS D 0.03% 0.21% 0.03%
HCA F 0.04% 0.57% 0.04%
HD B 0.01% 0.01% 0.01%
HES B 0.02% 0.07% 0.02%
IVZ B 0.0% 0.02% 0.0%
JNJ C 0.02% 0.03% 0.02%
JNPR D 0.02% 0.02% 0.02%
JPM A 0.02% 1.16% 0.02%
K A 0.02% 0.04% 0.02%
KMB C 0.02% 1.01% 0.02%
KMI A 0.01% 0.11% 0.01%
KR B 0.02% 0.83% 0.02%
LDOS C 0.03% 0.4% 0.03%
LLY F 0.02% 0.94% 0.02%
LMT D 0.02% 1.09% 0.02%
LRCX F 0.01% 0.59% 0.01%
MA B 0.04% 1.81% 0.04%
MCD D 0.01% 0.0% 0.0%
MCK A 0.01% 0.21% 0.01%
MDT D 0.1% 0.93% 0.1%
MMC B 0.02% 1.22% 0.02%
MO A 0.02% 0.8% 0.02%
MRK D 0.05% 1.35% 0.05%
MSFT D 0.05% 7.07% 0.05%
MSI B 0.03% 0.56% 0.03%
MU D 0.03% 0.37% 0.03%
NNN C 0.02% 0.25% 0.02%
NOC D 0.04% 0.82% 0.04%
NTAP C 0.02% 0.26% 0.02%
NUE C 0.02% 0.02% 0.02%
NVDA B 0.03% 7.31% 0.03%
OHI C 0.01% 0.15% 0.01%
PCAR B 0.0% 0.2% 0.0%
PFE F 0.03% 1.19% 0.03%
PG C 0.02% 0.15% 0.02%
PH A 0.04% 0.24% 0.04%
PM B 0.02% 1.26% 0.02%
PNW A 0.02% 1.0% 0.02%
QCOM F 0.02% 1.02% 0.02%
RGA A 0.02% 0.0% 0.0%
ROST D 0.02% 0.05% 0.02%
RSG A 0.01% 1.06% 0.01%
SHW B 0.02% 1.18% 0.02%
SPG A 0.02% 0.23% 0.02%
SPGI C 0.04% 0.26% 0.04%
SYK B 0.02% 0.45% 0.02%
T A 0.01% 1.07% 0.01%
TFC A 0.02% 0.65% 0.02%
TJX A 0.02% 0.34% 0.02%
TMO F 0.03% 0.1% 0.03%
TSN B 0.02% 0.0% 0.0%
TT A 0.03% 0.4% 0.03%
UNH B 0.01% 0.98% 0.01%
UPS C 0.02% 1.13% 0.02%
V A 0.09% 1.33% 0.09%
VZ C 0.02% 0.93% 0.02%
WHR B 0.0% 0.05% 0.0%
WM B 0.02% 1.22% 0.02%
WMT A 0.03% 1.22% 0.03%
XOM B 0.03% 0.4% 0.03%
SCHJ Overweight 334 Positions Relative to BALI
Symbol Grade Weight
HPQ B 0.1%
CARR C 0.1%
BABA D 0.09%
DD C 0.09%
TAP C 0.08%
OTIS C 0.07%
KLAC F 0.07%
BLK B 0.07%
STLA F 0.07%
NI A 0.06%
WBA F 0.06%
TMUS B 0.06%
ORCL A 0.06%
CHTR C 0.06%
KO D 0.05%
RF A 0.05%
MCHP F 0.05%
SJM D 0.05%
EMN C 0.05%
ADP A 0.05%
SF B 0.05%
HRL D 0.05%
ATO A 0.05%
VRSK A 0.05%
TGT F 0.05%
BDX F 0.05%
BERY C 0.05%
SYF B 0.05%
DLTR F 0.05%
GS A 0.05%
ITW B 0.04%
UHS D 0.04%
DXC B 0.04%
AMAT F 0.04%
NTRS A 0.04%
CMA B 0.04%
BHP F 0.04%
PPL A 0.04%
FDX B 0.04%
MLM C 0.04%
WLK D 0.04%
JBHT C 0.04%
DOW F 0.04%
VFC C 0.04%
HON C 0.04%
MOS F 0.04%
RPRX D 0.04%
JEF A 0.04%
GSK F 0.04%
LUV C 0.04%
DIS B 0.04%
SBUX A 0.04%
AXP A 0.04%
AIG B 0.04%
DELL B 0.04%
AMCR C 0.03%
TPR B 0.03%
FAF A 0.03%
KEYS A 0.03%
VMC B 0.03%
HP C 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 B 0.03%
EQR C 0.03%
KMPR A 0.03%
MAIN A 0.03%
TEL B 0.03%
RL C 0.03%
GP F 0.03%
ORI A 0.03%
TME D 0.03%
BC C 0.03%
LII A 0.03%
JBL C 0.03%
SNX D 0.03%
AN C 0.03%
MHK D 0.03%
WB D 0.03%
BAX F 0.03%
CE F 0.03%
FRT B 0.03%
OPI F 0.03%
FTV C 0.03%
JD D 0.03%
AWH F 0.03%
JCI B 0.03%
IP A 0.03%
PVH C 0.03%
JHG B 0.03%
VNT C 0.03%
BKU A 0.03%
VRSN C 0.03%
CNO B 0.03%
KEY B 0.03%
SWK D 0.03%
DG F 0.03%
LHX C 0.03%
MKC C 0.03%
DGX A 0.03%
FANG C 0.03%
EBAY D 0.03%
EVRG A 0.03%
AVT C 0.03%
ALLY C 0.03%
MDLZ F 0.03%
MPC D 0.03%
VLO C 0.03%
WMB A 0.03%
LVS B 0.03%
EPD A 0.03%
FIS C 0.03%
PYPL B 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%
ABBV F 0.03%
HSBC A 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 C 0.02%
WAL B 0.02%
ALLE C 0.02%
ADI D 0.02%
AIZ A 0.02%
APD A 0.02%
DOV A 0.02%
LEG F 0.02%
KSS F 0.02%
SBRA C 0.02%
OCSL F 0.02%
EQH C 0.02%
GXO B 0.02%
HTGC D 0.02%
NEU D 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 B 0.02%
TKR D 0.02%
OC A 0.02%
ADSK A 0.02%
RS B 0.02%
ILMN C 0.02%
G B 0.02%
HRB D 0.02%
RPM A 0.02%
EL F 0.02%
GBDC D 0.02%
FHN A 0.02%
CF A 0.02%
STLD B 0.02%
DAL B 0.02%
LNC C 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 C 0.02%
MRVL B 0.02%
ROK C 0.02%
INTU B 0.02%
BG D 0.02%
L A 0.02%
AON A 0.02%
A D 0.02%
HII F 0.02%
MCO B 0.02%
LYB F 0.02%
H B 0.02%
ARE F 0.02%
CNP A 0.02%
CNA C 0.02%
UAL A 0.02%
WEC A 0.02%
AWK C 0.02%
R 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%
ORLY B 0.02%
CFG B 0.02%
NDAQ A 0.02%
LEN D 0.02%
EXPE B 0.02%
PEG A 0.02%
D C 0.02%
ABT B 0.02%
AMP A 0.02%
LH B 0.02%
AGR 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%
GPN B 0.02%
CAT B 0.02%
CM A 0.02%
ICE C 0.02%
AL B 0.02%
SYY D 0.02%
SLB C 0.02%
RTX D 0.02%
VOD F 0.02%
KDP F 0.02%
PNC B 0.02%
MAR A 0.02%
EOG A 0.02%
BXP C 0.02%
AER A 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%
DFS B 0.02%
BMY B 0.02%
RY A 0.02%
MUFG B 0.02%
NWG A 0.02%
INTC C 0.02%
WFC A 0.02%
CHD A 0.01%
NEM D 0.01%
BEN C 0.01%
VNO C 0.01%
BRO B 0.01%
ALB B 0.01%
PDM D 0.01%
ARW D 0.01%
CSL C 0.01%
OGE A 0.01%
MAA B 0.01%
O C 0.01%
EFX F 0.01%
ROP B 0.01%
AEP C 0.01%
AFL B 0.01%
CP F 0.01%
DHR F 0.01%
NKE F 0.01%
WEST C 0.01%
MTB A 0.01%
PSA C 0.01%
CPB D 0.01%
PPG F 0.01%
HSY F 0.01%
AMG B 0.01%
OGS A 0.01%
PAA B 0.01%
APTV F 0.01%
HUM C 0.01%
VTR B 0.01%
NFG A 0.01%
SCHW B 0.01%
PRU A 0.01%
GIS D 0.01%
DTE C 0.01%
LOW C 0.01%
STT B 0.01%
CCI C 0.01%
FITB B 0.01%
BK A 0.01%
PSX C 0.01%
BMO A 0.01%
TD D 0.01%
AMT C 0.01%
COF C 0.01%
AZN F 0.01%
GM C 0.01%
ZBH C 0.01%
CVS D 0.01%
BA F 0.01%
FCNCA A 0.0%
CTRA B 0.0%
AEE A 0.0%
SCCO F 0.0%
CMI A 0.0%
KIM A 0.0%
CUBE C 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 F 0.0%
TXT D 0.0%
TXN C 0.0%
UNP C 0.0%
LIN C 0.0%
OKE A 0.0%
WELL A 0.0%
EIX B 0.0%
AES F 0.0%
FSK A 0.0%
MPLX A 0.0%
DE B 0.0%
SO C 0.0%
NEE C 0.0%
SCHJ Underweight 47 Positions Relative to BALI
Symbol Grade Weight
GOOG C -1.67%
META D -1.57%
PGR A -1.2%
CTAS B -1.15%
OMF A -1.1%
TSLA B -1.06%
BRK.A B -0.84%
F C -0.82%
TXRH B -0.54%
CCEP C -0.47%
HESM B -0.46%
UTHR C -0.46%
EXPD C -0.44%
NBIX C -0.44%
MANH D -0.41%
NOW A -0.37%
TRV B -0.34%
NTRA A -0.33%
MTN C -0.31%
EME A -0.3%
OSK C -0.28%
HUBS A -0.25%
WRB A -0.25%
CRWD B -0.23%
WING D -0.22%
ELV F -0.2%
EXEL B -0.18%
CPT B -0.18%
NFLX A -0.15%
TSCO D -0.14%
INCY C -0.14%
SMAR B -0.12%
DDS B -0.11%
IDA A -0.1%
KRG B -0.07%
WCN A -0.06%
ACN B -0.06%
NYT D -0.05%
SNAP D -0.04%
INGR C -0.03%
CBOE C -0.03%
PAG B -0.02%
MELI C -0.02%
SON F -0.02%
LEVI F -0.01%
XP F -0.01%
BBY D -0.0%
Compare ETFs