SCHJ vs. CWB ETF Comparison

Comparison of HCM Defender 500 Index ETF (SCHJ) to SPDR Bloomberg Convertible Securities ETF (CWB)
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
CWB

SPDR Bloomberg Convertible Securities ETF

CWB Description The investment seeks to provide investment results that correspond generally to the price and yield performance of Barclays U.S. Convertible Bond > $500MM Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to represent the market of U.S. convertible securities, such as convertible bonds, with outstanding issue sizes greater than $500 million. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$81.12

Average Daily Volume

815,957

Number of Holdings *

3

* may have additional holdings in another (foreign) market
Performance
Period SCHJ CWB
30 Days -0.36% 5.47%
60 Days -0.92% 7.58%
90 Days 0.10% 9.86%
12 Months 6.61% 22.21%
2 Overlapping Holdings
Symbol Grade Weight in SCHJ Weight in CWB Overlap
NEE D 0.0% 0.62% 0.0%
SO D 0.0% 0.0% 0.0%
SCHJ Overweight 434 Positions Relative to CWB
Symbol Grade Weight
HPQ B 0.1%
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%
VRSK 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%
MLM 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%
JEF A 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%
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%
EMR A 0.03%
EQR B 0.03%
KMPR B 0.03%
HAS D 0.03%
CLX 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%
GWW B 0.03%
FTNT C 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%
ALL A 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%
TMO F 0.03%
VLO C 0.03%
WMB A 0.03%
LVS C 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%
EQH B 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%
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%
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%
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%
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%
NUE C 0.02%
WPC D 0.02%
WM A 0.02%
MRVL B 0.02%
ROK B 0.02%
INTU C 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%
DVN F 0.02%
TJX A 0.02%
CAH 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%
BKNG A 0.02%
PEG A 0.02%
D C 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%
PM B 0.02%
K A 0.02%
ETR B 0.02%
CNH C 0.02%
MET A 0.02%
NXPI D 0.02%
SPG B 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%
SYY 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%
BRO B 0.01%
ALB C 0.01%
PDM D 0.01%
ARW D 0.01%
CSL C 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%
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%
HSY 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%
WU D 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%
SCHJ Underweight 1 Positions Relative to CWB
Symbol Grade Weight
TTWO A -0.0%
Compare ETFs