SCHJ vs. GLOF ETF Comparison

Comparison of HCM Defender 500 Index ETF (SCHJ) to iShares Global Equity Factor ETF (GLOF)

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

GLOF

iShares Global Equity Factor ETF

GLOF Description

The fund generally will invest at least 80% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The underlying index is designed to contain equity securities from the MSCI ACWI Index (the parent index) that have high exposure to four investment style factors: value, quality, momentum and low size, while maintaining a level of risk similar to that of the parent index.

Grade (RS Rating)

Last Trade

$44.51

Average Daily Volume

4,374

Number of Holdings ^*

189

* may have additional holdings in another (foreign) market

Performance

Period	SCHJ	GLOF
30 Days	-0.15%	0.04%
60 Days	-0.88%	1.20%
90 Days	0.18%	1.32%
12 Months	6.69%	25.47%

117 Overlapping Holdings

Symbol	Grade	Weight in SCHJ	Weight in GLOF	Overlap
A	D	0.02%	0.09%	0.02%
AAPL	C	0.04%	4.28%	0.04%
ABBV	F	0.03%	0.62%	0.03%
ABT	B	0.02%	0.25%	0.02%
ADBE	C	0.01%	0.19%	0.01%
AFL	B	0.01%	0.18%	0.01%
ALLY	C	0.03%	0.24%	0.03%
AMAT	F	0.04%	0.33%	0.04%
AMGN	F	0.01%	0.2%	0.01%
AMP	A	0.02%	0.51%	0.02%
AMZN	C	0.04%	2.18%	0.04%
AVGO	D	0.02%	1.19%	0.02%
AXP	A	0.04%	0.21%	0.04%
AZO	C	0.0%	0.42%	0.0%
BAC	A	0.03%	0.22%	0.03%
BIIB	F	0.1%	0.02%	0.02%
BK	A	0.01%	0.1%	0.01%
BKNG	A	0.02%	0.77%	0.02%
BLK	B	0.07%	0.12%	0.07%
BMY	B	0.02%	0.36%	0.02%
CAT	B	0.02%	0.04%	0.02%
CF	A	0.02%	0.07%	0.02%
CHTR	C	0.06%	0.05%	0.05%
COF	C	0.01%	0.35%	0.01%
COP	C	0.09%	0.13%	0.09%
COST	A	0.0%	0.51%	0.0%
CSCO	B	0.03%	0.24%	0.03%
CSX	C	0.01%	0.02%	0.01%
CVS	D	0.01%	0.1%	0.01%
CVX	A	0.02%	0.06%	0.02%
DE	B	0.0%	0.08%	0.0%
DELL	B	0.04%	0.34%	0.04%
DFS	B	0.02%	0.19%	0.02%
DHR	F	0.01%	0.01%	0.01%
DOW	F	0.04%	0.08%	0.04%
DTE	C	0.01%	0.09%	0.01%
EA	A	0.03%	0.04%	0.03%
EBAY	D	0.03%	0.31%	0.03%
EMR	B	0.03%	0.18%	0.03%
ETN	A	0.05%	0.18%	0.05%
FOXA	A	0.04%	0.09%	0.04%
FRT	B	0.03%	0.04%	0.03%
FTNT	C	0.03%	0.65%	0.03%
GILD	C	0.07%	0.27%	0.07%
GM	C	0.01%	0.08%	0.01%
GS	A	0.05%	0.13%	0.05%
GWW	B	0.03%	0.24%	0.03%
HD	B	0.01%	0.7%	0.01%
HPE	B	0.03%	0.32%	0.03%
HPQ	B	0.1%	0.28%	0.1%
HSY	F	0.01%	0.13%	0.01%
HUM	C	0.01%	0.14%	0.01%
IBM	C	0.03%	0.08%	0.03%
INTU	B	0.02%	0.5%	0.02%
JNJ	C	0.02%	0.6%	0.02%
JPM	A	0.02%	0.94%	0.02%
KLAC	F	0.07%	0.3%	0.07%
KO	D	0.05%	0.2%	0.05%
KR	B	0.02%	0.42%	0.02%
LII	A	0.03%	0.42%	0.03%
LIN	C	0.0%	0.18%	0.0%
LLY	F	0.02%	0.73%	0.02%
LOW	C	0.01%	0.65%	0.01%
LRCX	F	0.01%	0.2%	0.01%
LYB	F	0.02%	0.18%	0.02%
MA	B	0.04%	0.52%	0.04%
MCD	D	0.01%	0.53%	0.01%
MCK	A	0.01%	0.61%	0.01%
MCO	B	0.02%	0.03%	0.02%
MDLZ	F	0.03%	0.05%	0.03%
MDT	D	0.1%	0.01%	0.01%
MOS	F	0.04%	0.02%	0.02%
MPC	D	0.03%	0.21%	0.03%
MRK	D	0.05%	0.42%	0.05%
MSFT	D	0.05%	4.06%	0.05%
MSI	B	0.03%	0.49%	0.03%
MUFG	B	0.02%	0.22%	0.02%
NDAQ	A	0.02%	0.06%	0.02%
NI	A	0.06%	0.03%	0.03%
NKE	F	0.01%	0.08%	0.01%
NTAP	C	0.02%	0.12%	0.02%
NUE	C	0.02%	0.2%	0.02%
NVDA	B	0.03%	4.5%	0.03%
OMC	C	0.02%	0.02%	0.02%
ORCL	A	0.06%	0.4%	0.06%
ORLY	B	0.02%	0.33%	0.02%
PCAR	B	0.0%	0.01%	0.0%
PEP	F	0.02%	0.61%	0.02%
PFE	F	0.03%	0.21%	0.03%
PFG	D	0.02%	0.1%	0.02%
PG	C	0.02%	0.72%	0.02%
PH	A	0.04%	0.05%	0.04%
PHM	D	0.03%	0.22%	0.03%
PM	B	0.02%	0.27%	0.02%
PSA	C	0.01%	0.2%	0.01%
QCOM	F	0.02%	0.35%	0.02%
SBUX	A	0.04%	0.19%	0.04%
SPG	A	0.02%	0.08%	0.02%
SPGI	C	0.04%	0.2%	0.04%
STLD	B	0.02%	0.29%	0.02%
STT	B	0.01%	0.18%	0.01%
SYF	B	0.05%	0.58%	0.05%
T	A	0.01%	0.35%	0.01%
TGT	F	0.05%	0.31%	0.05%
TJX	A	0.02%	0.06%	0.02%
TMO	F	0.03%	0.34%	0.03%
TT	A	0.03%	0.44%	0.03%
TXN	C	0.0%	0.35%	0.0%
UNH	B	0.01%	0.73%	0.01%
UNP	C	0.0%	0.11%	0.0%
V	A	0.09%	0.76%	0.09%
VLO	C	0.03%	0.13%	0.03%
VRSN	C	0.03%	0.02%	0.02%
VZ	C	0.02%	0.1%	0.02%
WFC	A	0.02%	0.17%	0.02%
WMT	A	0.03%	0.65%	0.03%
XOM	B	0.03%	0.36%	0.03%

SCHJ Overweight 319 Positions Relative to GLOF

Symbol	Grade	Weight
CARR	C	0.1%
BABA	D	0.09%
DD	C	0.09%
TAP	C	0.08%
OTIS	C	0.07%
CME	B	0.07%
STLA	F	0.07%
WBA	F	0.06%
TMUS	B	0.06%
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%
BDX	F	0.05%
BERY	C	0.05%
DLTR	F	0.05%
ITW	B	0.04%
UHS	D	0.04%
DXC	B	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%
VFC	C	0.04%
HON	C	0.04%
RPRX	D	0.04%
JEF	A	0.04%
GSK	F	0.04%
NOC	D	0.04%
LUV	C	0.04%
DIS	B	0.04%
HCA	F	0.04%
AIG	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%
BWA	D	0.03%
IFF	D	0.03%
SWKS	F	0.03%
EQR	C	0.03%
KMPR	A	0.03%
HAS	D	0.03%
CLX	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%
JBL	C	0.03%
ED	C	0.03%
SNX	D	0.03%
AN	C	0.03%
LDOS	C	0.03%
MHK	D	0.03%
WB	D	0.03%
BAX	F	0.03%
CE	F	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%
CNO	B	0.03%
KEY	B	0.03%
ALL	A	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%
EVRG	A	0.03%
AVT	C	0.03%
HAL	C	0.03%
WMB	A	0.03%
LVS	B	0.03%
MU	D	0.03%
EPD	A	0.03%
EXC	C	0.03%
FIS	C	0.03%
GOOGL	C	0.03%
PYPL	B	0.03%
ARCC	A	0.03%
BIDU	F	0.03%
USB	A	0.03%
GE	D	0.03%
C	A	0.03%
HSBC	A	0.03%
MS	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%
RGA	A	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%
HES	B	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%
JNPR	D	0.02%
RS	B	0.02%
PNW	A	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%
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%
WPC	C	0.02%
WM	B	0.02%
MRVL	B	0.02%
ROK	C	0.02%
BG	D	0.02%
L	A	0.02%
SHW	B	0.02%
AON	A	0.02%
KMB	C	0.02%
HII	F	0.02%
H	B	0.02%
ARE	F	0.02%
DHI	F	0.02%
CNP	A	0.02%
CNA	C	0.02%
NNN	C	0.02%
UAL	A	0.02%
EQIX	A	0.02%
WEC	A	0.02%
AWK	C	0.02%
R	B	0.02%
DVN	F	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%
CFG	B	0.02%
LEN	D	0.02%
EXPE	B	0.02%
PEG	A	0.02%
D	C	0.02%
LH	B	0.02%
SYK	B	0.02%
ROST	D	0.02%
AGR	A	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%
CM	A	0.02%
TSN	B	0.02%
DUK	C	0.02%
ICE	C	0.02%
AL	B	0.02%
SYY	D	0.02%
UPS	C	0.02%
MMC	B	0.02%
SLB	C	0.02%
GD	D	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%
ZTS	D	0.02%
CB	C	0.02%
PCG	A	0.02%
TFC	A	0.02%
LMT	D	0.02%
RY	A	0.02%
CI	D	0.02%
NWG	A	0.02%
INTC	C	0.02%
CHD	A	0.01%
NEM	D	0.01%
BEN	C	0.01%
VNO	C	0.01%
FE	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%
OHI	C	0.01%
EFX	F	0.01%
RSG	A	0.01%
ROP	B	0.01%
AEP	C	0.01%
CP	F	0.01%
WEST	C	0.01%
MTB	A	0.01%
ES	C	0.01%
AVB	B	0.01%
CPB	D	0.01%
PPG	F	0.01%
AMG	B	0.01%
OGS	A	0.01%
PAA	B	0.01%
APTV	F	0.01%
KMI	A	0.01%
VTR	B	0.01%
NFG	A	0.01%
SCHW	B	0.01%
PRU	A	0.01%
CAG	F	0.01%
GIS	D	0.01%
CCI	C	0.01%
FITB	B	0.01%
PSX	C	0.01%
BMO	A	0.01%
TD	D	0.01%
AMT	C	0.01%
AZN	F	0.01%
ZBH	C	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%
KIM	A	0.0%
WHR	B	0.0%
FLEX	B	0.0%
CUBE	C	0.0%
APH	A	0.0%
ESS	B	0.0%
BDN	C	0.0%
BRX	A	0.0%
NSC	B	0.0%
WU	F	0.0%
IVZ	B	0.0%
TXT	D	0.0%
CL	D	0.0%
OKE	A	0.0%
WELL	A	0.0%
BSX	A	0.0%
EIX	B	0.0%
AES	F	0.0%
DOC	C	0.0%
FSK	A	0.0%
MPLX	A	0.0%
SO	C	0.0%
NEE	C	0.0%

SCHJ Underweight 72 Positions Relative to GLOF

Symbol	Grade	Weight
GOOG	C	-2.61%
META	D	-1.35%
FICO	B	-0.62%
TEAM	A	-0.57%
CDNS	B	-0.51%
CTAS	B	-0.48%
BLDR	D	-0.48%
VST	A	-0.43%
DOCU	B	-0.39%
BBY	D	-0.39%
NOW	A	-0.37%
MTD	F	-0.37%
TSLA	B	-0.37%
FERG	B	-0.36%
MFG	A	-0.34%
PANW	B	-0.33%
IT	C	-0.33%
MSCI	C	-0.32%
ELV	F	-0.3%
CRWD	B	-0.29%
MELI	C	-0.29%
ACN	B	-0.29%
HOLX	D	-0.25%
ABNB	C	-0.24%
ANET	C	-0.23%
YUM	D	-0.22%
SNPS	B	-0.22%
NVR	D	-0.2%
DVA	C	-0.2%
MOH	F	-0.2%
FNF	B	-0.2%
BRK.A	B	-0.19%
VLTO	C	-0.17%
MAS	D	-0.17%
HUBS	A	-0.17%
LI	F	-0.16%
TRV	B	-0.16%
VRTX	D	-0.15%
ZS	B	-0.14%
MRO	B	-0.14%
SIRI	C	-0.13%
GEHC	D	-0.13%
URI	C	-0.11%
EG	C	-0.1%
CDW	F	-0.1%
UBER	F	-0.09%
SMFG	B	-0.09%
NWS	A	-0.08%
TM	F	-0.08%
IDXX	F	-0.07%
LULU	C	-0.07%
ULTA	F	-0.06%
CRH	A	-0.06%
LINE	F	-0.05%
FWONA	A	-0.05%
PAYX	B	-0.05%
CPNG	D	-0.05%
DOX	D	-0.04%
TSCO	D	-0.04%
QRVO	F	-0.03%
MRNA	F	-0.03%
MTCH	D	-0.03%
REG	A	-0.03%
WIT	B	-0.02%
STX	C	-0.02%
GL	C	-0.02%
VICI	C	-0.02%
WY	F	-0.02%
OKTA	C	-0.01%
VEEV	C	-0.01%
PLD	F	-0.01%
CEG	C	-0.01%