SCHJ vs. IQSU ETF Comparison

Comparison of HCM Defender 500 Index ETF (SCHJ) to IQ Candriam ESG US Equity ETF (IQSU)

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

IQSU

IQ Candriam ESG US Equity ETF

IQSU Description

The investment seeks investment results that track (before fees and expenses) the price and yield performance of its underlying index, the IQ Candriam ESG US Equity Index. The Advisor employs a passive management - or indexing - investment approach designed to track the performance of the underlying index. The underlying index is designed to deliver exposure to equity securities of companies meeting environmental, social and corporate governance (ESG) criteria developed by Candriam and weighted using a market capitalization weighting methodology.

Grade (RS Rating)

Last Trade

$49.60

Average Daily Volume

10,845

Number of Holdings ^*

281

* may have additional holdings in another (foreign) market

Performance

Period	SCHJ	IQSU
30 Days	-0.36%	4.52%
60 Days	-0.92%	4.59%
90 Days	0.10%	6.02%
12 Months	6.61%	24.96%

177 Overlapping Holdings

Symbol	Grade	Weight in SCHJ	Weight in IQSU	Overlap
AAPL	C	0.04%	9.59%	0.04%
ADBE	C	0.01%	0.87%	0.01%
ADI	D	0.02%	0.42%	0.02%
ADM	D	0.02%	0.1%	0.02%
ADP	B	0.05%	0.48%	0.05%
ADSK	A	0.02%	0.26%	0.02%
AFL	B	0.01%	0.22%	0.01%
AGR	B	0.02%	0.01%	0.01%
AIG	B	0.04%	0.19%	0.04%
ALL	A	0.03%	0.2%	0.03%
AMAT	F	0.04%	0.55%	0.04%
AMP	A	0.02%	0.22%	0.02%
AMT	D	0.01%	0.37%	0.01%
APD	A	0.02%	0.28%	0.02%
APTV	D	0.01%	0.06%	0.01%
ARE	D	0.02%	0.06%	0.02%
AVB	B	0.01%	0.13%	0.01%
AWK	D	0.02%	0.11%	0.02%
AXP	A	0.04%	0.65%	0.04%
AZO	C	0.0%	0.2%	0.0%
BAC	A	0.03%	1.23%	0.03%
BIIB	F	0.1%	0.09%	0.09%
BK	A	0.01%	0.23%	0.01%
BMY	B	0.02%	0.46%	0.02%
BR	A	0.02%	0.1%	0.02%
C	A	0.03%	0.5%	0.03%
CAG	D	0.01%	0.05%	0.01%
CAH	B	0.02%	0.11%	0.02%
CARR	D	0.1%	0.23%	0.1%
CCI	D	0.01%	0.18%	0.01%
CFG	B	0.02%	0.08%	0.02%
CHD	B	0.01%	0.11%	0.01%
CHTR	C	0.06%	0.15%	0.06%
CI	F	0.02%	0.36%	0.02%
CL	D	0.0%	0.31%	0.0%
CLX	B	0.03%	0.08%	0.03%
CMCSA	B	0.01%	0.65%	0.01%
CME	A	0.07%	0.32%	0.07%
COF	B	0.01%	0.27%	0.01%
CPB	D	0.01%	0.03%	0.01%
CRM	B	0.02%	1.2%	0.02%
CSCO	B	0.03%	0.91%	0.03%
DD	D	0.09%	0.12%	0.09%
DELL	C	0.04%	0.14%	0.04%
DFS	B	0.02%	0.17%	0.02%
DG	F	0.03%	0.06%	0.03%
DGX	A	0.03%	0.07%	0.03%
DIS	B	0.04%	0.82%	0.04%
DLR	B	0.03%	0.24%	0.03%
DLTR	F	0.05%	0.05%	0.05%
DOC	D	0.0%	0.06%	0.0%
DOV	A	0.02%	0.11%	0.02%
EA	A	0.03%	0.16%	0.03%
EBAY	D	0.03%	0.12%	0.03%
ED	D	0.03%	0.13%	0.03%
EFX	F	0.01%	0.12%	0.01%
EL	F	0.02%	0.05%	0.02%
EMR	A	0.03%	0.29%	0.03%
EQIX	A	0.02%	0.34%	0.02%
EQR	B	0.03%	0.1%	0.03%
ES	D	0.01%	0.08%	0.01%
ESS	B	0.0%	0.07%	0.0%
EXC	C	0.03%	0.15%	0.03%
FDX	B	0.04%	0.26%	0.04%
FIS	C	0.03%	0.19%	0.03%
FITB	A	0.01%	0.12%	0.01%
FTNT	C	0.03%	0.22%	0.03%
FTV	C	0.03%	0.1%	0.03%
GE	D	0.03%	0.76%	0.03%
GILD	C	0.07%	0.43%	0.07%
GIS	D	0.01%	0.14%	0.01%
GOOGL	C	0.03%	2.84%	0.03%
GPN	B	0.02%	0.12%	0.02%
GWW	B	0.03%	0.18%	0.03%
HAL	C	0.03%	0.11%	0.03%
HBAN	A	0.02%	0.1%	0.02%
HD	A	0.01%	1.56%	0.01%
HPE	B	0.03%	0.11%	0.03%
HPQ	B	0.1%	0.14%	0.1%
HRL	D	0.05%	0.03%	0.03%
HSY	F	0.01%	0.1%	0.01%
HUM	C	0.01%	0.14%	0.01%
IBM	C	0.03%	0.77%	0.03%
ICE	C	0.02%	0.35%	0.02%
IFF	D	0.03%	0.09%	0.03%
INTC	D	0.02%	0.4%	0.02%
INTU	C	0.02%	0.7%	0.02%
ITW	B	0.04%	0.32%	0.04%
JBHT	C	0.04%	0.06%	0.04%
JCI	C	0.03%	0.22%	0.03%
K	A	0.02%	0.08%	0.02%
KDP	D	0.02%	0.13%	0.02%
KEY	B	0.03%	0.07%	0.03%
KEYS	A	0.03%	0.11%	0.03%
KLAC	D	0.07%	0.33%	0.07%
KMB	D	0.02%	0.18%	0.02%
KMI	A	0.01%	0.22%	0.01%
KR	B	0.02%	0.15%	0.02%
LH	C	0.02%	0.08%	0.02%
LIN	D	0.0%	0.85%	0.0%
LOW	D	0.01%	0.59%	0.01%
LRCX	F	0.01%	0.36%	0.01%
LYB	F	0.02%	0.08%	0.02%
MA	C	0.04%	1.66%	0.04%
MAA	B	0.01%	0.07%	0.01%
MAR	B	0.02%	0.27%	0.02%
MCO	B	0.02%	0.3%	0.02%
MDLZ	F	0.03%	0.34%	0.03%
MET	A	0.02%	0.19%	0.02%
MKC	D	0.03%	0.08%	0.03%
MLM	B	0.04%	0.14%	0.04%
MMC	B	0.02%	0.43%	0.02%
MMM	D	0.02%	0.28%	0.02%
MPC	D	0.03%	0.22%	0.03%
MRVL	B	0.02%	0.3%	0.02%
MS	A	0.03%	0.65%	0.03%
MSFT	F	0.05%	9.56%	0.05%
MSI	B	0.03%	0.32%	0.03%
MTB	A	0.01%	0.14%	0.01%
MU	D	0.03%	0.43%	0.03%
NDAQ	A	0.02%	0.12%	0.02%
NEE	D	0.0%	0.61%	0.0%
NEM	D	0.01%	0.19%	0.01%
NKE	D	0.01%	0.35%	0.01%
NTAP	C	0.02%	0.1%	0.02%
NTRS	A	0.04%	0.09%	0.04%
NUE	C	0.02%	0.14%	0.02%
OKE	A	0.0%	0.26%	0.0%
OMC	C	0.02%	0.08%	0.02%
OTIS	C	0.07%	0.16%	0.07%
PCG	A	0.02%	0.18%	0.02%
PEG	A	0.02%	0.18%	0.02%
PEP	F	0.02%	0.86%	0.02%
PFG	D	0.02%	0.08%	0.02%
PG	A	0.02%	1.58%	0.02%
PH	A	0.04%	0.35%	0.04%
PKG	A	0.02%	0.08%	0.02%
PNC	B	0.02%	0.32%	0.02%
PPG	F	0.01%	0.11%	0.01%
PRU	A	0.01%	0.18%	0.01%
PSA	D	0.01%	0.21%	0.01%
PYPL	B	0.03%	0.35%	0.03%
QCOM	F	0.02%	0.67%	0.02%
RF	A	0.05%	0.09%	0.05%
ROK	B	0.02%	0.13%	0.02%
ROP	B	0.01%	0.23%	0.01%
RPRX	D	0.04%	0.04%	0.04%
SBUX	A	0.04%	0.43%	0.04%
SHW	A	0.02%	0.35%	0.02%
SLB	C	0.02%	0.24%	0.02%
SPG	B	0.02%	0.23%	0.02%
SPGI	C	0.04%	0.62%	0.04%
SRE	A	0.02%	0.23%	0.02%
SWKS	F	0.03%	0.05%	0.03%
SYF	B	0.05%	0.1%	0.05%
SYY	B	0.02%	0.15%	0.02%
TFC	A	0.02%	0.24%	0.02%
TGT	F	0.05%	0.22%	0.05%
TJX	A	0.02%	0.54%	0.02%
TRMB	B	0.02%	0.07%	0.02%
TT	A	0.03%	0.37%	0.03%
TXN	C	0.0%	0.7%	0.0%
UNH	C	0.01%	2.17%	0.01%
UPS	C	0.02%	0.38%	0.02%
USB	A	0.03%	0.29%	0.03%
V	A	0.09%	1.91%	0.09%
VLO	C	0.03%	0.18%	0.03%
VMC	B	0.03%	0.14%	0.03%
VRSK	A	0.05%	0.16%	0.05%
VRSN	F	0.03%	0.06%	0.03%
VTR	C	0.01%	0.1%	0.01%
WAB	B	0.02%	0.14%	0.02%
WELL	A	0.0%	0.32%	0.0%
WM	A	0.02%	0.35%	0.02%
WMB	A	0.03%	0.28%	0.03%
ZBH	C	0.01%	0.09%	0.01%
ZTS	D	0.02%	0.32%	0.02%

SCHJ Overweight 259 Positions Relative to IQSU

Symbol	Grade	Weight
MDT	D	0.1%
COP	C	0.09%
BABA	D	0.09%
TAP	C	0.08%
BLK	C	0.07%
STLA	F	0.07%
NI	A	0.06%
WBA	F	0.06%
TMUS	B	0.06%
ORCL	B	0.06%
ETN	A	0.05%
KO	D	0.05%
MCHP	D	0.05%
SJM	D	0.05%
EMN	D	0.05%
SF	B	0.05%
ATO	A	0.05%
BDX	F	0.05%
BERY	B	0.05%
MRK	F	0.05%
GS	A	0.05%
UHS	D	0.04%
DXC	B	0.04%
CMA	A	0.04%
BHP	F	0.04%
PPL	B	0.04%
WLK	D	0.04%
DOW	F	0.04%
VFC	C	0.04%
HON	B	0.04%
MOS	F	0.04%
FOXA	B	0.04%
JEF	A	0.04%
GSK	F	0.04%
NOC	D	0.04%
LUV	C	0.04%
HCA	F	0.04%
AMZN	C	0.04%
AMCR	D	0.03%
TPR	B	0.03%
FAF	A	0.03%
HP	B	0.03%
THG	A	0.03%
BWA	D	0.03%
PHM	D	0.03%
KMPR	B	0.03%
HAS	D	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%
BC	C	0.03%
LII	A	0.03%
JBL	B	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%
JD	D	0.03%
AWH	F	0.03%
IP	B	0.03%
PVH	C	0.03%
JHG	A	0.03%
VNT	B	0.03%
BKU	A	0.03%
CNO	A	0.03%
SWK	D	0.03%
LHX	C	0.03%
FANG	D	0.03%
EVRG	A	0.03%
AVT	C	0.03%
ALLY	C	0.03%
TMO	F	0.03%
LVS	C	0.03%
EPD	A	0.03%
NVDA	C	0.03%
PFE	D	0.03%
ARCC	A	0.03%
BIDU	F	0.03%
WMT	A	0.03%
XOM	B	0.03%
ABBV	D	0.03%
HSBC	B	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%
AIZ	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%
KRC	C	0.02%
TKR	D	0.02%
OC	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%
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%
HUBB	B	0.02%
LAZ	B	0.02%
GSBD	F	0.02%
TDY	B	0.02%
BKH	A	0.02%
VOYA	B	0.02%
SLG	B	0.02%
WPC	D	0.02%
BG	F	0.02%
L	A	0.02%
AON	A	0.02%
A	D	0.02%
HII	D	0.02%
H	B	0.02%
DHI	D	0.02%
CNP	B	0.02%
CNA	B	0.02%
NNN	D	0.02%
UAL	A	0.02%
WEC	A	0.02%
R	B	0.02%
DVN	F	0.02%
XEL	A	0.02%
SITC	D	0.02%
ORLY	B	0.02%
LEN	D	0.02%
EXPE	B	0.02%
BKNG	A	0.02%
D	C	0.02%
ABT	B	0.02%
SYK	C	0.02%
ROST	C	0.02%
PM	B	0.02%
ETR	B	0.02%
CNH	C	0.02%
NXPI	D	0.02%
HST	C	0.02%
GLPI	C	0.02%
STZ	D	0.02%
MO	A	0.02%
CAT	B	0.02%
CM	A	0.02%
TSN	B	0.02%
DUK	C	0.02%
AL	B	0.02%
GD	F	0.02%
RTX	C	0.02%
VOD	F	0.02%
AVGO	D	0.02%
EOG	A	0.02%
BXP	D	0.02%
AER	B	0.02%
BNS	A	0.02%
DB	D	0.02%
CB	C	0.02%
LMT	D	0.02%
VZ	C	0.02%
JNJ	D	0.02%
RY	A	0.02%
MUFG	B	0.02%
CVX	A	0.02%
NWG	C	0.02%
WFC	A	0.02%
JPM	A	0.02%
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%
O	D	0.01%
CSX	B	0.01%
OHI	C	0.01%
RSG	A	0.01%
AEP	D	0.01%
CP	D	0.01%
DHR	F	0.01%
WEST	C	0.01%
AMG	B	0.01%
OGS	A	0.01%
PAA	B	0.01%
MCK	B	0.01%
NFG	A	0.01%
SCHW	B	0.01%
DTE	C	0.01%
STT	A	0.01%
PSX	C	0.01%
AMGN	D	0.01%
BMO	A	0.01%
TD	F	0.01%
AZN	D	0.01%
MCD	D	0.01%
GM	B	0.01%
CVS	D	0.01%
T	A	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%
BDN	C	0.0%
BRX	A	0.0%
NSC	B	0.0%
WU	D	0.0%
IVZ	B	0.0%
TXT	D	0.0%
UNP	C	0.0%
BSX	B	0.0%
EIX	B	0.0%
AES	F	0.0%
FSK	A	0.0%
MPLX	A	0.0%
DE	A	0.0%
SO	D	0.0%

SCHJ Underweight 104 Positions Relative to IQSU

Symbol	Grade	Weight
TSLA	B	-3.69%
GOOG	C	-2.55%
ACN	C	-0.94%
AMD	F	-0.86%
NOW	A	-0.82%
PGR	A	-0.59%
BX	A	-0.51%
FI	A	-0.5%
PANW	C	-0.49%
VRTX	F	-0.46%
PLD	D	-0.41%
KKR	A	-0.4%
ELV	F	-0.37%
MELI	D	-0.36%
CMG	B	-0.32%
CDNS	B	-0.32%
SNPS	B	-0.32%
CRWD	B	-0.31%
CTAS	B	-0.3%
APO	B	-0.26%
AJG	B	-0.25%
ECL	D	-0.24%
HLT	A	-0.24%
FCX	D	-0.24%
ABNB	C	-0.23%
TRV	B	-0.23%
DASH	A	-0.22%
FICO	B	-0.22%
WDAY	B	-0.21%
URI	B	-0.21%
LNG	B	-0.2%
RCL	A	-0.2%
PWR	A	-0.19%
BKR	B	-0.18%
MSCI	C	-0.18%
KVUE	A	-0.18%
PAYX	C	-0.18%
FAST	B	-0.18%
SNOW	C	-0.16%
CBRE	B	-0.16%
IR	B	-0.16%
EW	C	-0.16%
YUM	B	-0.15%
CTSH	B	-0.15%
TEAM	A	-0.15%
IT	C	-0.15%
IDXX	F	-0.14%
EXR	D	-0.14%
HIG	B	-0.14%
RMD	C	-0.14%
GLW	B	-0.14%
WTW	B	-0.13%
IRM	D	-0.13%
HUBS	A	-0.13%
ACGL	D	-0.13%
LULU	C	-0.13%
TSCO	D	-0.12%
DXCM	D	-0.12%
ANSS	B	-0.12%
TTWO	A	-0.12%
RJF	A	-0.12%
ALNY	D	-0.12%
VEEV	C	-0.12%
NVR	D	-0.11%
ON	D	-0.11%
XYL	D	-0.11%
KHC	F	-0.1%
MTD	D	-0.1%
CPAY	A	-0.1%
MPWR	F	-0.1%
CBOE	B	-0.09%
WBD	C	-0.09%
WY	D	-0.09%
WST	C	-0.09%
SBAC	D	-0.09%
CDW	F	-0.09%
INVH	D	-0.08%
MDB	C	-0.08%
ZBRA	B	-0.08%
WDC	D	-0.08%
STE	F	-0.08%
WAT	B	-0.08%
EXPD	D	-0.07%
MAS	D	-0.07%
ULTA	F	-0.07%
BBY	D	-0.07%
PINS	D	-0.07%
HOLX	D	-0.07%
ZS	C	-0.07%
TRU	D	-0.07%
BALL	D	-0.07%
STX	D	-0.07%
SSNC	B	-0.06%
TER	D	-0.06%
EG	C	-0.06%
GEN	B	-0.06%
BMRN	D	-0.05%
OKTA	C	-0.05%
AKAM	D	-0.05%
AVTR	F	-0.05%
INCY	C	-0.05%
DOX	D	-0.04%
SNAP	C	-0.04%
ENPH	F	-0.03%