SCHJ vs. HSMV ETF Comparison

Comparison of HCM Defender 500 Index ETF (SCHJ) to First Trust Horizon Managed Volatility Small/Mid ETF (HSMV)

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

$48.20

Average Daily Volume

41,082

Number of Holdings ^*

437

* may have additional holdings in another (foreign) market

HSMV

First Trust Horizon Managed Volatility Small/Mid ETF

HSMV Description

The investment seeks to provide investors with capital appreciation. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in small- and/or mid-capitalization common stocks listed and traded on U.S. national securities exchanges that Sub-Advisor believes exhibit low future expected volatility. It is non-diversified.

Grade (RS Rating)

Last Trade

$33.73

Average Daily Volume

1,129

Number of Holdings ^*

196

* may have additional holdings in another (foreign) market

Performance

Period	SCHJ	HSMV
30 Days	0.83%	3.24%
60 Days	0.61%	0.23%
90 Days	0.78%	3.20%
12 Months	4.93%	15.21%

37 Overlapping Holdings

Symbol	Grade	Weight in SCHJ	Weight in HSMV	Overlap
AGO	D	0.02%	0.48%	0.02%
AMG	D	0.01%	0.51%	0.01%
ARW	B	0.01%	0.51%	0.01%
AVT	A	0.03%	0.55%	0.03%
BKH	B	0.02%	0.5%	0.02%
BRX	B	0.0%	0.5%	0.0%
CNO	A	0.03%	0.53%	0.03%
CSL	A	0.01%	0.61%	0.01%
CUBE	D	0.0%	0.64%	0.0%
FAF	D	0.03%	0.57%	0.03%
FNB	A	0.02%	0.48%	0.02%
G	D	0.02%	0.54%	0.02%
GLPI	D	0.02%	0.52%	0.02%
HRB	A	0.02%	0.54%	0.02%
JEF	A	0.04%	0.53%	0.04%
JHG	A	0.03%	0.54%	0.03%
LEG	F	0.02%	0.18%	0.02%
LII	B	0.03%	0.51%	0.03%
NFG	A	0.01%	0.52%	0.01%
NNN	A	0.02%	0.51%	0.02%
OGE	A	0.01%	0.52%	0.01%
OGS	C	0.01%	0.47%	0.01%
OHI	C	0.01%	0.51%	0.01%
ORI	A	0.03%	0.53%	0.03%
R	A	0.02%	0.43%	0.02%
RGA	A	0.02%	0.55%	0.02%
RNR	D	0.02%	0.47%	0.02%
RPM	D	0.02%	0.52%	0.02%
RS	D	0.02%	0.52%	0.02%
SBRA	B	0.02%	0.51%	0.02%
SF	A	0.05%	0.51%	0.05%
SNX	A	0.03%	0.55%	0.03%
THG	A	0.03%	0.51%	0.03%
VNT	D	0.03%	0.49%	0.03%
VOYA	B	0.02%	0.54%	0.02%
WPC	B	0.02%	0.51%	0.02%
WU	D	0.0%	0.56%	0.0%

SCHJ Overweight 400 Positions Relative to HSMV

Symbol	Grade	Weight
HPQ	C	0.1%
CARR	A	0.1%
MDT	C	0.1%
BIIB	C	0.1%
COP	D	0.09%
BABA	B	0.09%
DD	A	0.09%
V	C	0.09%
TAP	D	0.08%
OTIS	C	0.07%
KLAC	A	0.07%
CME	D	0.07%
BLK	C	0.07%
STLA	D	0.07%
GILD	F	0.07%
NI	A	0.06%
WBA	F	0.06%
TMUS	B	0.06%
ORCL	D	0.06%
CHTR	F	0.06%
ETN	B	0.05%
KO	A	0.05%
RF	B	0.05%
MCHP	C	0.05%
SJM	D	0.05%
EMN	A	0.05%
ADP	C	0.05%
HRL	B	0.05%
ATO	C	0.05%
VRSK	A	0.05%
TGT	D	0.05%
BDX	F	0.05%
BERY	C	0.05%
SYF	B	0.05%
DLTR	D	0.05%
MRK	B	0.05%
GS	A	0.05%
MSFT	C	0.05%
ITW	D	0.04%
SPGI	B	0.04%
UHS	C	0.04%
DXC	F	0.04%
AMAT	C	0.04%
NTRS	B	0.04%
CMA	B	0.04%
BHP	D	0.04%
PPL	A	0.04%
FDX	C	0.04%
MLM	C	0.04%
WLK	B	0.04%
JBHT	D	0.04%
DOW	B	0.04%
VFC	F	0.04%
PH	A	0.04%
MA	D	0.04%
HON	C	0.04%
MOS	F	0.04%
RPRX	F	0.04%
FOXA	B	0.04%
GSK	A	0.04%
NOC	C	0.04%
LUV	D	0.04%
DIS	D	0.04%
SBUX	F	0.04%
AXP	A	0.04%
HCA	C	0.04%
AIG	A	0.04%
AMZN	B	0.04%
AAPL	B	0.04%
DELL	B	0.04%
AMCR	A	0.03%
TPR	D	0.03%
KEYS	D	0.03%
VMC	B	0.03%
HP	F	0.03%
DLR	D	0.03%
EA	F	0.03%
BWA	B	0.03%
PHM	B	0.03%
IFF	A	0.03%
SWKS	F	0.03%
EMR	B	0.03%
EQR	A	0.03%
KMPR	B	0.03%
HAS	C	0.03%
CLX	D	0.03%
MAIN	C	0.03%
TEL	A	0.03%
RL	D	0.03%
GP	F	0.03%
TME	B	0.03%
GWW	D	0.03%
FTNT	F	0.03%
BC	D	0.03%
JBL	D	0.03%
ED	A	0.03%
AN	B	0.03%
LDOS	A	0.03%
MHK	C	0.03%
WB	C	0.03%
BAX	F	0.03%
CE	D	0.03%
FRT	C	0.03%
OPI	D	0.03%
FTV	D	0.03%
JD	B	0.03%
MSI	A	0.03%
AWH	F	0.03%
JCI	B	0.03%
IP	B	0.03%
PVH	D	0.03%
BKU	B	0.03%
VRSN	F	0.03%
KEY	B	0.03%
ALL	B	0.03%
SWK	D	0.03%
DG	D	0.03%
LHX	A	0.03%
MKC	B	0.03%
DGX	B	0.03%
FANG	B	0.03%
EBAY	D	0.03%
EVRG	B	0.03%
ALLY	B	0.03%
MDLZ	B	0.03%
HAL	F	0.03%
PXD	B	0.03%
TT	A	0.03%
MPC	D	0.03%
TMO	B	0.03%
VLO	D	0.03%
WMB	A	0.03%
LVS	D	0.03%
MU	B	0.03%
EPD	B	0.03%
EXC	B	0.03%
NVDA	B	0.03%
FIS	A	0.03%
PFE	C	0.03%
GOOGL	B	0.03%
PYPL	C	0.03%
ARCC	A	0.03%
BIDU	C	0.03%
USB	D	0.03%
CSCO	D	0.03%
HPE	D	0.03%
GE	C	0.03%
IBM	D	0.03%
WMT	B	0.03%
XOM	B	0.03%
C	A	0.03%
ABBV	D	0.03%
HSBC	C	0.03%
MS	A	0.03%
BAC	A	0.03%
TSLX	A	0.02%
TCPC	C	0.02%
VLY	D	0.02%
SNV	A	0.02%
WAL	B	0.02%
ALLE	D	0.02%
ADI	A	0.02%
AIZ	D	0.02%
APD	C	0.02%
DOV	A	0.02%
KSS	F	0.02%
OCSL	D	0.02%
EQH	A	0.02%
GXO	C	0.02%
HTGC	A	0.02%
NEU	D	0.02%
BCSF	A	0.02%
CTVA	B	0.02%
PSEC	D	0.02%
HES	B	0.02%
TRMB	D	0.02%
ADM	C	0.02%
KRC	D	0.02%
TKR	B	0.02%
OC	A	0.02%
ADSK	D	0.02%
JNPR	D	0.02%
PNW	B	0.02%
ILMN	F	0.02%
EL	F	0.02%
GBDC	C	0.02%
FHN	A	0.02%
CF	F	0.02%
STLD	D	0.02%
DAL	A	0.02%
LLY	C	0.02%
LNC	B	0.02%
LNT	B	0.02%
HOG	D	0.02%
UNM	B	0.02%
PKG	D	0.02%
HUBB	C	0.02%
LAZ	D	0.02%
BR	D	0.02%
GSBD	A	0.02%
TDY	D	0.02%
SLG	B	0.02%
PFG	C	0.02%
NUE	D	0.02%
WM	A	0.02%
MRVL	D	0.02%
ROK	D	0.02%
INTU	D	0.02%
BG	B	0.02%
NTAP	B	0.02%
L	A	0.02%
KR	C	0.02%
SHW	D	0.02%
AON	D	0.02%
KMB	B	0.02%
A	B	0.02%
HII	D	0.02%
MCO	A	0.02%
LYB	C	0.02%
H	D	0.02%
ARE	D	0.02%
DHI	D	0.02%
CNP	B	0.02%
CNA	B	0.02%
UAL	B	0.02%
EQIX	D	0.02%
WEC	B	0.02%
AWK	B	0.02%
DVN	C	0.02%
TJX	C	0.02%
CAH	F	0.02%
HBAN	A	0.02%
SRE	A	0.02%
XEL	C	0.02%
MMM	A	0.02%
WAB	A	0.02%
SITC	D	0.02%
ORLY	D	0.02%
CFG	A	0.02%
NDAQ	C	0.02%
LEN	C	0.02%
EXPE	F	0.02%
BKNG	B	0.02%
PEG	A	0.02%
D	A	0.02%
ABT	F	0.02%
AMP	A	0.02%
LH	D	0.02%
SYK	D	0.02%
ROST	D	0.02%
AGR	B	0.02%
PM	A	0.02%
K	B	0.02%
ETR	A	0.02%
CNH	D	0.02%
MET	B	0.02%
NXPI	A	0.02%
SPG	D	0.02%
HST	D	0.02%
STZ	C	0.02%
CRM	D	0.02%
MO	A	0.02%
GPN	F	0.02%
CAT	C	0.02%
CM	C	0.02%
TSN	C	0.02%
QCOM	A	0.02%
DUK	A	0.02%
ICE	D	0.02%
AL	C	0.02%
SYY	D	0.02%
UPS	D	0.02%
MMC	B	0.02%
SLB	D	0.02%
GD	A	0.02%
RTX	A	0.02%
VOD	D	0.02%
PG	A	0.02%
AVGO	C	0.02%
KDP	A	0.02%
PNC	A	0.02%
MAR	D	0.02%
EOG	C	0.02%
BXP	D	0.02%
AER	A	0.02%
BNS	D	0.02%
DB	B	0.02%
OMC	A	0.02%
PEP	B	0.02%
ZTS	D	0.02%
CB	C	0.02%
PCG	B	0.02%
TFC	A	0.02%
LMT	A	0.02%
DFS	C	0.02%
VZ	C	0.02%
BMY	F	0.02%
JNJ	D	0.02%
RY	A	0.02%
CI	D	0.02%
MUFG	C	0.02%
CVX	A	0.02%
NWG	A	0.02%
INTC	F	0.02%
WFC	A	0.02%
JPM	A	0.02%
CHD	A	0.01%
NEM	B	0.01%
BEN	D	0.01%
VNO	F	0.01%
FE	A	0.01%
BRO	B	0.01%
ALB	C	0.01%
PDM	B	0.01%
MAA	B	0.01%
O	B	0.01%
CSX	D	0.01%
EFX	D	0.01%
RSG	B	0.01%
ROP	D	0.01%
AEP	A	0.01%
AFL	A	0.01%
CP	D	0.01%
DHR	B	0.01%
NKE	F	0.01%
WRK	A	0.01%
MTB	A	0.01%
ES	B	0.01%
PSA	C	0.01%
AVB	A	0.01%
CPB	B	0.01%
PPG	D	0.01%
HSY	B	0.01%
LRCX	D	0.01%
PAA	B	0.01%
APTV	C	0.01%
HUM	D	0.01%
MCK	A	0.01%
ADBE	D	0.01%
KMI	A	0.01%
VTR	B	0.01%
SCHW	A	0.01%
PRU	A	0.01%
CAG	B	0.01%
GIS	B	0.01%
DTE	A	0.01%
LOW	D	0.01%
STT	B	0.01%
CCI	D	0.01%
FITB	A	0.01%
HD	D	0.01%
BK	A	0.01%
PSX	D	0.01%
UNH	B	0.01%
AMGN	B	0.01%
BMO	C	0.01%
TD	F	0.01%
AMT	D	0.01%
COF	B	0.01%
AZN	A	0.01%
MCD	D	0.01%
GM	B	0.01%
ZBH	D	0.01%
CVS	F	0.01%
T	B	0.01%
CMCSA	D	0.01%
BA	F	0.01%
FCNCA	B	0.0%
CTRA	B	0.0%
COST	A	0.0%
CMS	A	0.0%
AEE	B	0.0%
SCCO	A	0.0%
CMI	A	0.0%
PCAR	D	0.0%
KIM	B	0.0%
WHR	F	0.0%
FLEX	C	0.0%
APH	A	0.0%
AZO	D	0.0%
ESS	A	0.0%
BDN	B	0.0%
NSC	D	0.0%
IVZ	C	0.0%
TXT	D	0.0%
TXN	A	0.0%
CL	A	0.0%
UNP	C	0.0%
LIN	D	0.0%
OKE	A	0.0%
WELL	A	0.0%
BSX	A	0.0%
EIX	A	0.0%
AES	B	0.0%
DOC	A	0.0%
FSK	A	0.0%
MPLX	A	0.0%
DE	B	0.0%
SO	A	0.0%
NEE	B	0.0%

SCHJ Underweight 159 Positions Relative to HSMV

Symbol	Grade	Weight
BJ	B	-0.65%
GMED	A	-0.64%
LXP	D	-0.64%
CPK	B	-0.63%
EVR	B	-0.62%
NBIX	C	-0.62%
LFUS	B	-0.62%
PLXS	B	-0.62%
EME	A	-0.62%
IDCC	B	-0.62%
SWX	A	-0.61%
MTN	D	-0.59%
NVT	B	-0.59%
JJSF	B	-0.59%
TTEK	A	-0.57%
NSIT	A	-0.57%
EXP	A	-0.57%
UTHR	B	-0.57%
NYT	B	-0.57%
VRRM	A	-0.56%
KEX	A	-0.56%
CVLT	A	-0.56%
CLH	B	-0.56%
CW	A	-0.55%
AIN	D	-0.55%
LOPE	B	-0.55%
BCPC	B	-0.55%
LANC	D	-0.55%
WERN	D	-0.54%
COLM	B	-0.54%
KFY	C	-0.54%
GATX	C	-0.54%
SFM	A	-0.54%
ASH	A	-0.53%
PRI	D	-0.53%
SAIC	B	-0.53%
FLS	A	-0.53%
AGCO	D	-0.53%
AWR	B	-0.53%
SON	B	-0.53%
TXRH	A	-0.53%
ALE	B	-0.53%
CACI	A	-0.53%
MAT	D	-0.53%
MMS	B	-0.53%
CASY	A	-0.53%
IOSP	B	-0.53%
CTRE	C	-0.52%
HXL	C	-0.52%
INGR	A	-0.52%
USFD	B	-0.52%
ALV	A	-0.52%
WTS	B	-0.52%
EFC	B	-0.52%
ITT	A	-0.52%
EPC	B	-0.52%
MUSA	A	-0.52%
ESNT	C	-0.52%
DTM	A	-0.52%
PCH	D	-0.52%
CWT	B	-0.52%
COOP	A	-0.52%
NMIH	A	-0.52%
ATR	B	-0.51%
PFGC	D	-0.51%
PNM	C	-0.51%
FCPT	B	-0.51%
MDU	A	-0.51%
LSTR	C	-0.51%
STAG	D	-0.51%
EGP	D	-0.51%
ELS	D	-0.51%
AM	A	-0.51%
DCI	A	-0.51%
ENSG	D	-0.51%
WTRG	B	-0.51%
INVA	B	-0.51%
EPRT	A	-0.51%
RLI	A	-0.51%
AVA	B	-0.51%
ADC	B	-0.51%
FSS	A	-0.51%
SEIC	D	-0.51%
RDN	C	-0.51%
SCI	D	-0.5%
GGG	D	-0.5%
MTG	B	-0.5%
FHI	D	-0.5%
MSA	C	-0.5%
POST	A	-0.5%
UNF	D	-0.5%
PRGS	F	-0.5%
AMH	C	-0.5%
FR	D	-0.5%
FNF	B	-0.5%
DLB	C	-0.5%
KBR	B	-0.5%
GPK	C	-0.5%
AFG	C	-0.5%
POR	B	-0.5%
IDA	B	-0.5%
EHC	A	-0.5%
NWE	B	-0.5%
TNC	D	-0.49%
MSGS	B	-0.49%
MAN	B	-0.49%
RYN	F	-0.49%
NJR	B	-0.49%
SLGN	B	-0.49%
CHE	D	-0.49%
GNTX	D	-0.49%
EPR	C	-0.49%
OSK	C	-0.49%
SIGI	F	-0.48%
MIDD	F	-0.48%
REXR	D	-0.48%
ACHC	D	-0.48%
MCRI	D	-0.48%
MOG.A	A	-0.48%
PECO	F	-0.48%
CHH	F	-0.48%
SR	B	-0.48%
CBSH	A	-0.47%
LAMR	A	-0.47%
CRI	F	-0.47%
KNX	D	-0.47%
FLO	B	-0.47%
VVV	D	-0.47%
ACM	D	-0.47%
WH	F	-0.47%
MSM	D	-0.47%
FELE	C	-0.47%
ROIC	D	-0.46%
BWXT	D	-0.46%
EXEL	F	-0.46%
PBH	D	-0.45%
CHDN	B	-0.45%
LECO	D	-0.45%
EVTC	D	-0.44%
WEN	C	-0.44%
RGLD	B	-0.42%
ENOV	F	-0.42%
ENR	C	-0.41%
JAZZ	F	-0.41%
CRUS	A	-0.38%
AIR	B	-0.38%
PB	B	-0.37%
GO	F	-0.36%
ORA	B	-0.35%
NSA	C	-0.33%
ABM	B	-0.32%
ONB	A	-0.31%
BLKB	C	-0.31%
EXPO	B	-0.31%
FCN	B	-0.31%
IRT	B	-0.31%
PDCO	F	-0.28%
CCOI	F	-0.27%
PZZA	F	-0.23%