SCHJ vs. IVV ETF Comparison

Comparison of HCM Defender 500 Index ETF (SCHJ) to iShares Core S&P 500 ETF (IVV)
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
IVV

iShares Core S&P 500 ETF

IVV Description The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P 500® (the "underlying index"), which measures the performance of the large-capitalization sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$598.45

Average Daily Volume

4,277,239

Number of Holdings *

502

* may have additional holdings in another (foreign) market
Performance
Period SCHJ IVV
30 Days -0.36% 3.04%
60 Days -0.92% 4.56%
90 Days 0.10% 6.29%
12 Months 6.61% 32.78%
316 Overlapping Holdings
Symbol Grade Weight in SCHJ Weight in IVV Overlap
A D 0.02% 0.07% 0.02%
AAPL C 0.04% 6.88% 0.04%
ABBV D 0.03% 0.59% 0.03%
ABT B 0.02% 0.41% 0.02%
ADBE C 0.01% 0.45% 0.01%
ADI D 0.02% 0.21% 0.02%
ADM D 0.02% 0.05% 0.02%
ADP B 0.05% 0.24% 0.05%
ADSK A 0.02% 0.13% 0.02%
AEE A 0.0% 0.05% 0.0%
AEP D 0.01% 0.1% 0.01%
AES F 0.0% 0.02% 0.0%
AFL B 0.01% 0.11% 0.01%
AIG B 0.04% 0.1% 0.04%
AIZ A 0.02% 0.02% 0.02%
ALB C 0.01% 0.02% 0.01%
ALL A 0.03% 0.1% 0.03%
ALLE D 0.02% 0.02% 0.02%
AMAT F 0.04% 0.28% 0.04%
AMCR D 0.03% 0.03% 0.03%
AMGN D 0.01% 0.31% 0.01%
AMP A 0.02% 0.11% 0.02%
AMT D 0.01% 0.18% 0.01%
AMZN C 0.04% 3.81% 0.04%
AON A 0.02% 0.17% 0.02%
APD A 0.02% 0.14% 0.02%
APH A 0.0% 0.17% 0.0%
APTV D 0.01% 0.03% 0.01%
ARE D 0.02% 0.03% 0.02%
ATO A 0.05% 0.05% 0.05%
AVB B 0.01% 0.07% 0.01%
AVGO D 0.02% 1.54% 0.02%
AWK D 0.02% 0.05% 0.02%
AXP A 0.04% 0.32% 0.04%
AZO C 0.0% 0.11% 0.0%
BA F 0.01% 0.21% 0.01%
BAC A 0.03% 0.63% 0.03%
BAX D 0.03% 0.03% 0.03%
BDX F 0.05% 0.13% 0.05%
BEN C 0.01% 0.01% 0.01%
BG F 0.02% 0.03% 0.02%
BIIB F 0.1% 0.05% 0.05%
BK A 0.01% 0.12% 0.01%
BKNG A 0.02% 0.34% 0.02%
BLK C 0.07% 0.29% 0.07%
BMY B 0.02% 0.23% 0.02%
BR A 0.02% 0.05% 0.02%
BRO B 0.01% 0.05% 0.01%
BSX B 0.0% 0.26% 0.0%
BWA D 0.03% 0.02% 0.02%
BXP D 0.02% 0.02% 0.02%
C A 0.03% 0.26% 0.03%
CAG D 0.01% 0.03% 0.01%
CAH B 0.02% 0.06% 0.02%
CARR D 0.1% 0.13% 0.1%
CAT B 0.02% 0.37% 0.02%
CB C 0.02% 0.22% 0.02%
CCI D 0.01% 0.09% 0.01%
CE F 0.03% 0.02% 0.02%
CF B 0.02% 0.03% 0.02%
CFG B 0.02% 0.04% 0.02%
CHD B 0.01% 0.05% 0.01%
CHTR C 0.06% 0.08% 0.06%
CI F 0.02% 0.18% 0.02%
CL D 0.0% 0.15% 0.0%
CLX B 0.03% 0.04% 0.03%
CMCSA B 0.01% 0.33% 0.01%
CME A 0.07% 0.16% 0.07%
CMI A 0.0% 0.1% 0.0%
CMS C 0.0% 0.04% 0.0%
CNP B 0.02% 0.04% 0.02%
COF B 0.01% 0.14% 0.01%
COP C 0.09% 0.26% 0.09%
COST B 0.0% 0.81% 0.0%
CPB D 0.01% 0.02% 0.01%
CRM B 0.02% 0.63% 0.02%
CSCO B 0.03% 0.47% 0.03%
CSX B 0.01% 0.14% 0.01%
CTRA B 0.0% 0.04% 0.0%
CTVA C 0.02% 0.08% 0.02%
CVS D 0.01% 0.13% 0.01%
CVX A 0.02% 0.55% 0.02%
D C 0.02% 0.1% 0.02%
DAL C 0.02% 0.08% 0.02%
DD D 0.09% 0.07% 0.07%
DE A 0.0% 0.21% 0.0%
DELL C 0.04% 0.08% 0.04%
DFS B 0.02% 0.09% 0.02%
DG F 0.03% 0.03% 0.03%
DGX A 0.03% 0.04% 0.03%
DHI D 0.02% 0.1% 0.02%
DHR F 0.01% 0.3% 0.01%
DIS B 0.04% 0.42% 0.04%
DLR B 0.03% 0.11% 0.03%
DLTR F 0.05% 0.03% 0.03%
DOC D 0.0% 0.03% 0.0%
DOV A 0.02% 0.06% 0.02%
DOW F 0.04% 0.06% 0.04%
DTE C 0.01% 0.05% 0.01%
DUK C 0.02% 0.17% 0.02%
DVN F 0.02% 0.05% 0.02%
EA A 0.03% 0.08% 0.03%
EBAY D 0.03% 0.06% 0.03%
ED D 0.03% 0.07% 0.03%
EFX F 0.01% 0.06% 0.01%
EIX B 0.0% 0.06% 0.0%
EL F 0.02% 0.03% 0.02%
EMN D 0.05% 0.02% 0.02%
EMR A 0.03% 0.15% 0.03%
EOG A 0.02% 0.15% 0.02%
EQIX A 0.02% 0.17% 0.02%
EQR B 0.03% 0.05% 0.03%
ES D 0.01% 0.04% 0.01%
ESS B 0.0% 0.04% 0.0%
ETN A 0.05% 0.29% 0.05%
ETR B 0.02% 0.06% 0.02%
EVRG A 0.03% 0.03% 0.03%
EXC C 0.03% 0.08% 0.03%
EXPE B 0.02% 0.05% 0.02%
FANG D 0.03% 0.07% 0.03%
FDX B 0.04% 0.13% 0.04%
FE C 0.01% 0.04% 0.01%
FIS C 0.03% 0.1% 0.03%
FITB A 0.01% 0.06% 0.01%
FOXA B 0.04% 0.02% 0.02%
FRT B 0.03% 0.02% 0.02%
FTNT C 0.03% 0.12% 0.03%
FTV C 0.03% 0.05% 0.03%
GD F 0.02% 0.15% 0.02%
GE D 0.03% 0.39% 0.03%
GILD C 0.07% 0.22% 0.07%
GIS D 0.01% 0.07% 0.01%
GM B 0.01% 0.13% 0.01%
GOOGL C 0.03% 2.03% 0.03%
GPN B 0.02% 0.06% 0.02%
GS A 0.05% 0.38% 0.05%
GWW B 0.03% 0.11% 0.03%
HAL C 0.03% 0.05% 0.03%
HAS D 0.03% 0.02% 0.02%
HBAN A 0.02% 0.05% 0.02%
HCA F 0.04% 0.13% 0.04%
HD A 0.01% 0.81% 0.01%
HES B 0.02% 0.08% 0.02%
HII D 0.02% 0.02% 0.02%
HON B 0.04% 0.3% 0.04%
HPE B 0.03% 0.06% 0.03%
HPQ B 0.1% 0.07% 0.07%
HRL D 0.05% 0.02% 0.02%
HST C 0.02% 0.02% 0.02%
HSY F 0.01% 0.05% 0.01%
HUBB B 0.02% 0.05% 0.02%
HUM C 0.01% 0.07% 0.01%
IBM C 0.03% 0.38% 0.03%
ICE C 0.02% 0.18% 0.02%
IFF D 0.03% 0.04% 0.03%
INTC D 0.02% 0.21% 0.02%
INTU C 0.02% 0.39% 0.02%
IP B 0.03% 0.04% 0.03%
ITW B 0.04% 0.15% 0.04%
IVZ B 0.0% 0.02% 0.0%
JBHT C 0.04% 0.03% 0.03%
JBL B 0.03% 0.03% 0.03%
JCI C 0.03% 0.11% 0.03%
JNJ D 0.02% 0.75% 0.02%
JNPR F 0.02% 0.02% 0.02%
JPM A 0.02% 1.4% 0.02%
K A 0.02% 0.04% 0.02%
KDP D 0.02% 0.07% 0.02%
KEY B 0.03% 0.04% 0.03%
KEYS A 0.03% 0.05% 0.03%
KIM A 0.0% 0.03% 0.0%
KLAC D 0.07% 0.17% 0.07%
KMB D 0.02% 0.09% 0.02%
KMI A 0.01% 0.11% 0.01%
KO D 0.05% 0.48% 0.05%
KR B 0.02% 0.08% 0.02%
L A 0.02% 0.03% 0.02%
LDOS C 0.03% 0.04% 0.03%
LEN D 0.02% 0.08% 0.02%
LH C 0.02% 0.04% 0.02%
LHX C 0.03% 0.09% 0.03%
LIN D 0.0% 0.43% 0.0%
LLY F 0.02% 1.18% 0.02%
LMT D 0.02% 0.23% 0.02%
LNT A 0.02% 0.03% 0.02%
LOW D 0.01% 0.31% 0.01%
LRCX F 0.01% 0.18% 0.01%
LUV C 0.04% 0.04% 0.04%
LVS C 0.03% 0.03% 0.03%
LYB F 0.02% 0.04% 0.02%
MA C 0.04% 0.87% 0.04%
MAA B 0.01% 0.04% 0.01%
MAR B 0.02% 0.13% 0.02%
MCD D 0.01% 0.42% 0.01%
MCHP D 0.05% 0.07% 0.05%
MCK B 0.01% 0.16% 0.01%
MCO B 0.02% 0.15% 0.02%
MDLZ F 0.03% 0.17% 0.03%
MDT D 0.1% 0.23% 0.1%
MET A 0.02% 0.1% 0.02%
MHK D 0.03% 0.01% 0.01%
MKC D 0.03% 0.04% 0.03%
MLM B 0.04% 0.07% 0.04%
MMC B 0.02% 0.22% 0.02%
MMM D 0.02% 0.14% 0.02%
MO A 0.02% 0.19% 0.02%
MOS F 0.04% 0.02% 0.02%
MPC D 0.03% 0.11% 0.03%
MRK F 0.05% 0.49% 0.05%
MS A 0.03% 0.34% 0.03%
MSFT F 0.05% 6.2% 0.05%
MSI B 0.03% 0.16% 0.03%
MTB A 0.01% 0.07% 0.01%
MU D 0.03% 0.21% 0.03%
NDAQ A 0.02% 0.07% 0.02%
NEE D 0.0% 0.32% 0.0%
NEM D 0.01% 0.09% 0.01%
NI A 0.06% 0.03% 0.03%
NKE D 0.01% 0.19% 0.01%
NOC D 0.04% 0.14% 0.04%
NSC B 0.0% 0.12% 0.0%
NTAP C 0.02% 0.05% 0.02%
NTRS A 0.04% 0.04% 0.04%
NUE C 0.02% 0.07% 0.02%
NVDA C 0.03% 7.02% 0.03%
NXPI D 0.02% 0.11% 0.02%
O D 0.01% 0.1% 0.01%
OKE A 0.0% 0.13% 0.0%
OMC C 0.02% 0.04% 0.02%
ORCL B 0.06% 0.59% 0.06%
ORLY B 0.02% 0.14% 0.02%
OTIS C 0.07% 0.08% 0.07%
PCAR B 0.0% 0.12% 0.0%
PCG A 0.02% 0.09% 0.02%
PEG A 0.02% 0.09% 0.02%
PEP F 0.02% 0.44% 0.02%
PFE D 0.03% 0.28% 0.03%
PFG D 0.02% 0.04% 0.02%
PG A 0.02% 0.8% 0.02%
PH A 0.04% 0.18% 0.04%
PHM D 0.03% 0.05% 0.03%
PKG A 0.02% 0.04% 0.02%
PM B 0.02% 0.4% 0.02%
PNC B 0.02% 0.17% 0.02%
PNW B 0.02% 0.02% 0.02%
PPG F 0.01% 0.06% 0.01%
PPL B 0.04% 0.05% 0.04%
PRU A 0.01% 0.09% 0.01%
PSA D 0.01% 0.11% 0.01%
PSX C 0.01% 0.11% 0.01%
PYPL B 0.03% 0.18% 0.03%
QCOM F 0.02% 0.36% 0.02%
RF A 0.05% 0.05% 0.05%
RL B 0.03% 0.02% 0.02%
ROK B 0.02% 0.07% 0.02%
ROP B 0.01% 0.12% 0.01%
ROST C 0.02% 0.09% 0.02%
RSG A 0.01% 0.09% 0.01%
RTX C 0.02% 0.32% 0.02%
SBUX A 0.04% 0.22% 0.04%
SCHW B 0.01% 0.24% 0.01%
SHW A 0.02% 0.18% 0.02%
SJM D 0.05% 0.02% 0.02%
SLB C 0.02% 0.12% 0.02%
SO D 0.0% 0.19% 0.0%
SPG B 0.02% 0.11% 0.02%
SPGI C 0.04% 0.32% 0.04%
SRE A 0.02% 0.12% 0.02%
STLD B 0.02% 0.04% 0.02%
STT A 0.01% 0.06% 0.01%
STZ D 0.02% 0.07% 0.02%
SWK D 0.03% 0.03% 0.03%
SWKS F 0.03% 0.03% 0.03%
SYF B 0.05% 0.05% 0.05%
SYK C 0.02% 0.27% 0.02%
SYY B 0.02% 0.07% 0.02%
T A 0.01% 0.33% 0.01%
TAP C 0.08% 0.02% 0.02%
TDY B 0.02% 0.04% 0.02%
TEL B 0.03% 0.09% 0.03%
TFC A 0.02% 0.13% 0.02%
TGT F 0.05% 0.14% 0.05%
TJX A 0.02% 0.27% 0.02%
TMO F 0.03% 0.39% 0.03%
TMUS B 0.06% 0.23% 0.06%
TPR B 0.03% 0.03% 0.03%
TRMB B 0.02% 0.03% 0.02%
TSN B 0.02% 0.04% 0.02%
TT A 0.03% 0.18% 0.03%
TXN C 0.0% 0.37% 0.0%
TXT D 0.0% 0.03% 0.0%
UAL A 0.02% 0.06% 0.02%
UHS D 0.04% 0.02% 0.02%
UNH C 0.01% 1.1% 0.01%
UNP C 0.0% 0.29% 0.0%
UPS C 0.02% 0.2% 0.02%
USB A 0.03% 0.16% 0.03%
V A 0.09% 1.04% 0.09%
VLO C 0.03% 0.09% 0.03%
VMC B 0.03% 0.07% 0.03%
VRSK A 0.05% 0.08% 0.05%
VRSN F 0.03% 0.03% 0.03%
VTR C 0.01% 0.05% 0.01%
VZ C 0.02% 0.35% 0.02%
WAB B 0.02% 0.07% 0.02%
WBA F 0.06% 0.01% 0.01%
WEC A 0.02% 0.06% 0.02%
WELL A 0.0% 0.16% 0.0%
WFC A 0.02% 0.51% 0.02%
WM A 0.02% 0.16% 0.02%
WMB A 0.03% 0.14% 0.03%
WMT A 0.03% 0.74% 0.03%
XEL A 0.02% 0.08% 0.02%
XOM B 0.03% 1.07% 0.03%
ZBH C 0.01% 0.05% 0.01%
ZTS D 0.02% 0.16% 0.02%
SCHJ Overweight 120 Positions Relative to IVV
Symbol Grade Weight
BABA D 0.09%
STLA F 0.07%
SF B 0.05%
BERY B 0.05%
DXC B 0.04%
CMA A 0.04%
BHP F 0.04%
WLK D 0.04%
VFC C 0.04%
RPRX D 0.04%
JEF A 0.04%
GSK F 0.04%
FAF A 0.03%
HP B 0.03%
THG A 0.03%
KMPR B 0.03%
MAIN A 0.03%
GP F 0.03%
ORI A 0.03%
TME D 0.03%
BC C 0.03%
LII A 0.03%
SNX C 0.03%
AN C 0.03%
WB D 0.03%
OPI F 0.03%
JD D 0.03%
AWH F 0.03%
PVH C 0.03%
JHG A 0.03%
VNT B 0.03%
BKU A 0.03%
CNO A 0.03%
AVT C 0.03%
ALLY C 0.03%
EPD A 0.03%
ARCC A 0.03%
BIDU F 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%
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%
PSEC D 0.02%
AGO B 0.02%
RNR C 0.02%
KRC C 0.02%
TKR D 0.02%
OC A 0.02%
RS 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%
LNC B 0.02%
HOG D 0.02%
UNM A 0.02%
LAZ B 0.02%
GSBD F 0.02%
BKH A 0.02%
VOYA B 0.02%
SLG B 0.02%
WPC D 0.02%
MRVL B 0.02%
H B 0.02%
CNA B 0.02%
NNN D 0.02%
R B 0.02%
SITC D 0.02%
AGR B 0.02%
CNH C 0.02%
GLPI C 0.02%
CM A 0.02%
AL B 0.02%
VOD F 0.02%
AER B 0.02%
BNS A 0.02%
DB D 0.02%
RY A 0.02%
MUFG B 0.02%
NWG C 0.02%
VNO B 0.01%
PDM D 0.01%
ARW D 0.01%
CSL C 0.01%
OGE B 0.01%
OHI C 0.01%
CP D 0.01%
WEST C 0.01%
AMG B 0.01%
OGS A 0.01%
PAA B 0.01%
NFG A 0.01%
BMO A 0.01%
TD F 0.01%
AZN D 0.01%
FCNCA A 0.0%
SCCO F 0.0%
WHR B 0.0%
FLEX A 0.0%
CUBE D 0.0%
BDN C 0.0%
BRX A 0.0%
WU D 0.0%
FSK A 0.0%
MPLX A 0.0%
SCHJ Underweight 186 Positions Relative to IVV
Symbol Grade Weight
META D -2.43%
TSLA B -1.79%
BRK.A B -1.73%
GOOG C -1.68%
NFLX A -0.71%
ACN C -0.45%
AMD F -0.44%
NOW A -0.42%
ISRG A -0.38%
UBER D -0.31%
PGR A -0.3%
PLTR B -0.27%
BX A -0.26%
PANW C -0.25%
VRTX F -0.24%
FI A -0.24%
PLD D -0.21%
KKR A -0.2%
ELV F -0.19%
ANET C -0.19%
GEV B -0.18%
CRWD B -0.16%
CDNS B -0.16%
SNPS B -0.16%
CMG B -0.16%
REGN F -0.16%
CTAS B -0.15%
CEG D -0.14%
TDG D -0.14%
AJG B -0.13%
ABNB C -0.12%
TRV B -0.12%
HLT A -0.12%
FCX D -0.12%
ECL D -0.12%
RCL A -0.11%
FICO B -0.11%
URI B -0.11%
PWR A -0.1%
VST B -0.1%
CPRT A -0.1%
BKR B -0.09%
TRGP B -0.09%
F C -0.09%
AXON A -0.09%
AME A -0.09%
KVUE A -0.09%
HWM A -0.09%
PAYX C -0.09%
MSCI C -0.09%
FAST B -0.09%
GEHC F -0.08%
YUM B -0.08%
ACGL D -0.08%
CTSH B -0.08%
CBRE B -0.08%
IT C -0.08%
ODFL B -0.08%
EW C -0.08%
IR B -0.08%
COR B -0.08%
VICI C -0.07%
IQV D -0.07%
OXY D -0.07%
IRM D -0.07%
RMD C -0.07%
HIG B -0.07%
IDXX F -0.07%
EXR D -0.07%
GLW B -0.07%
MNST C -0.07%
LULU C -0.07%
KHC F -0.06%
ON D -0.06%
NVR D -0.06%
MPWR F -0.06%
TTWO A -0.06%
ANSS B -0.06%
CSGP D -0.06%
XYL D -0.06%
TSCO D -0.06%
RJF A -0.06%
CNC D -0.06%
DXCM D -0.06%
WTW B -0.06%
GRMN B -0.06%
WY D -0.05%
WST C -0.05%
PTC A -0.05%
CINF A -0.05%
CDW F -0.05%
SBAC D -0.05%
CCL B -0.05%
MTD D -0.05%
CPAY A -0.05%
VLTO D -0.05%
EQT B -0.05%
TYL B -0.05%
SW A -0.05%
GDDY A -0.05%
TROW B -0.05%
DECK A -0.05%
ULTA F -0.04%
J F -0.04%
PNR A -0.04%
BBY D -0.04%
PODD C -0.04%
HOLX D -0.04%
WRB A -0.04%
FDS B -0.04%
BALL D -0.04%
SNA A -0.04%
NRG B -0.04%
INVH D -0.04%
DRI B -0.04%
COO D -0.04%
ZBRA B -0.04%
LYV A -0.04%
STX D -0.04%
FSLR F -0.04%
WDC D -0.04%
BLDR D -0.04%
WBD C -0.04%
CBOE B -0.04%
WAT B -0.04%
STE F -0.04%
MRNA F -0.03%
JKHY D -0.03%
CPT B -0.03%
CHRW C -0.03%
AKAM D -0.03%
UDR B -0.03%
EPAM C -0.03%
RVTY F -0.03%
POOL C -0.03%
NDSN B -0.03%
FFIV B -0.03%
ROL B -0.03%
DPZ C -0.03%
VTRS A -0.03%
ALGN D -0.03%
AVY D -0.03%
MRO B -0.03%
GEN B -0.03%
EG C -0.03%
TER D -0.03%
EXPD D -0.03%
GPC D -0.03%
MAS D -0.03%
MOH F -0.03%
IEX B -0.03%
MTCH D -0.02%
CZR F -0.02%
ENPH F -0.02%
APA D -0.02%
WYNN D -0.02%
MGM D -0.02%
AOS F -0.02%
HSIC B -0.02%
TFX F -0.02%
SOLV C -0.02%
SMCI F -0.02%
CRL C -0.02%
GL B -0.02%
MKTX D -0.02%
LKQ D -0.02%
ERIE D -0.02%
IPG D -0.02%
TECH D -0.02%
CTLT B -0.02%
PAYC B -0.02%
NWSA B -0.02%
LW C -0.02%
GNRC B -0.02%
NCLH B -0.02%
DAY B -0.02%
REG B -0.02%
INCY C -0.02%
KMX B -0.02%
AMTM D -0.01%
NWS B -0.01%
FOX A -0.01%
QRVO F -0.01%
PARA C -0.01%
FMC D -0.01%
DVA B -0.01%
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