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      SCHJ vs. IVW ETF Comparison

      Comparison of HCM Defender 500 Index ETF (SCHJ) to iShares S&P 500 Growth ETF (IVW)
      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
      IVW

      iShares S&P 500 Growth ETF

      IVW Description The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics. 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® Growth Index (the "underlying index"), which measures the performance of the large-capitalization growth sector of the U.S. equity market.

      Grade (RS Rating)

      Last Trade

      $99.62

      Average Daily Volume

      1,876,242

      Number of Holdings *

      233

      * may have additional holdings in another (foreign) market
      Performance
      Period SCHJ IVW
      30 Days -0.36% 3.28%
      60 Days -0.92% 4.93%
      90 Days 0.10% 6.28%
      12 Months 6.61% 37.80%
      122 Overlapping Holdings
      Symbol Grade Weight in SCHJ Weight in IVW Overlap
      AAPL C 0.04% 11.96% 0.04%
      ABBV D 0.03% 0.38% 0.03%
      ADBE C 0.01% 0.81% 0.01%
      ADI D 0.02% 0.21% 0.02%
      ADP B 0.05% 0.17% 0.05%
      ADSK A 0.02% 0.12% 0.02%
      ALLE D 0.02% 0.02% 0.02%
      AMAT F 0.04% 0.53% 0.04%
      AMP A 0.02% 0.1% 0.02%
      AMT D 0.01% 0.13% 0.01%
      AMZN C 0.04% 6.81% 0.04%
      AON A 0.02% 0.14% 0.02%
      APH A 0.0% 0.17% 0.0%
      AVGO D 0.02% 2.73% 0.02%
      AXP A 0.04% 0.39% 0.04%
      AZO C 0.0% 0.13% 0.0%
      BA F 0.01% 0.15% 0.01%
      BKNG A 0.02% 0.57% 0.02%
      BR A 0.02% 0.05% 0.02%
      BRO B 0.01% 0.07% 0.01%
      BSX B 0.0% 0.24% 0.0%
      CARR D 0.1% 0.1% 0.1%
      CAT B 0.02% 0.38% 0.02%
      CE F 0.03% 0.03% 0.03%
      CF B 0.02% 0.03% 0.02%
      CHD B 0.01% 0.04% 0.01%
      CHTR C 0.06% 0.06% 0.06%
      CL D 0.0% 0.1% 0.0%
      CME A 0.07% 0.1% 0.07%
      COP C 0.09% 0.31% 0.09%
      COST B 0.0% 0.59% 0.0%
      CRM B 0.02% 1.11% 0.02%
      CSX B 0.01% 0.12% 0.01%
      CTRA B 0.0% 0.04% 0.0%
      DAL C 0.02% 0.08% 0.02%
      DE A 0.0% 0.2% 0.0%
      DELL C 0.04% 0.07% 0.04%
      DFS B 0.02% 0.08% 0.02%
      DHI D 0.02% 0.17% 0.02%
      DLR B 0.03% 0.08% 0.03%
      EA A 0.03% 0.06% 0.03%
      EFX F 0.01% 0.04% 0.01%
      EOG A 0.02% 0.18% 0.02%
      EQIX A 0.02% 0.14% 0.02%
      ETN A 0.05% 0.31% 0.05%
      EXPE B 0.02% 0.08% 0.02%
      FANG D 0.03% 0.12% 0.03%
      FTNT C 0.03% 0.21% 0.03%
      FTV C 0.03% 0.09% 0.03%
      GE D 0.03% 0.29% 0.03%
      GOOGL C 0.03% 3.55% 0.03%
      GWW B 0.03% 0.13% 0.03%
      HCA F 0.04% 0.11% 0.04%
      HD A 0.01% 0.51% 0.01%
      HES B 0.02% 0.14% 0.02%
      HST C 0.02% 0.03% 0.02%
      HSY F 0.01% 0.03% 0.01%
      HUBB B 0.02% 0.04% 0.02%
      INTU C 0.02% 0.68% 0.02%
      ITW B 0.04% 0.12% 0.04%
      JBL B 0.03% 0.03% 0.03%
      KLAC D 0.07% 0.3% 0.07%
      KO D 0.05% 0.33% 0.05%
      LEN D 0.02% 0.08% 0.02%
      LIN D 0.0% 0.39% 0.0%
      LLY F 0.02% 2.14% 0.02%
      LRCX F 0.01% 0.34% 0.01%
      LVS C 0.03% 0.04% 0.03%
      MA C 0.04% 1.07% 0.04%
      MAR B 0.02% 0.23% 0.02%
      MCD D 0.01% 0.32% 0.01%
      MCHP D 0.05% 0.07% 0.05%
      MCO B 0.02% 0.12% 0.02%
      MDLZ F 0.03% 0.13% 0.03%
      MLM B 0.04% 0.08% 0.04%
      MMC B 0.02% 0.2% 0.02%
      MPC D 0.03% 0.1% 0.03%
      MRK F 0.05% 0.34% 0.05%
      MSFT F 0.05% 10.94% 0.05%
      MSI B 0.03% 0.16% 0.03%
      NKE D 0.01% 0.13% 0.01%
      NTAP C 0.02% 0.03% 0.02%
      NUE C 0.02% 0.08% 0.02%
      NVDA C 0.03% 12.44% 0.03%
      NXPI D 0.02% 0.15% 0.02%
      OKE A 0.0% 0.13% 0.0%
      ORCL B 0.06% 1.03% 0.06%
      ORLY B 0.02% 0.18% 0.02%
      OTIS C 0.07% 0.05% 0.05%
      PCAR B 0.0% 0.15% 0.0%
      PEP F 0.02% 0.28% 0.02%
      PG A 0.02% 0.53% 0.02%
      PH A 0.04% 0.24% 0.04%
      PHM D 0.03% 0.09% 0.03%
      PM B 0.02% 0.25% 0.02%
      PSA D 0.01% 0.08% 0.01%
      QCOM F 0.02% 0.33% 0.02%
      RL B 0.03% 0.02% 0.02%
      ROK B 0.02% 0.05% 0.02%
      ROP B 0.01% 0.09% 0.01%
      ROST C 0.02% 0.16% 0.02%
      RSG A 0.01% 0.08% 0.01%
      SBUX A 0.04% 0.23% 0.04%
      SHW A 0.02% 0.16% 0.02%
      SPG B 0.02% 0.07% 0.02%
      SPGI C 0.04% 0.25% 0.04%
      STLD B 0.02% 0.04% 0.02%
      SYK C 0.02% 0.29% 0.02%
      TEL B 0.03% 0.06% 0.03%
      TJX A 0.02% 0.3% 0.02%
      TMO F 0.03% 0.27% 0.03%
      TT A 0.03% 0.22% 0.03%
      TXN C 0.0% 0.24% 0.0%
      UNH C 0.01% 0.72% 0.01%
      UNP C 0.0% 0.22% 0.0%
      V A 0.09% 1.17% 0.09%
      VMC B 0.03% 0.08% 0.03%
      VRSK A 0.05% 0.08% 0.05%
      VRSN F 0.03% 0.03% 0.03%
      WM A 0.02% 0.13% 0.02%
      WMB A 0.03% 0.09% 0.03%
      ZTS D 0.02% 0.15% 0.02%
      SCHJ Overweight 314 Positions Relative to IVW
      Symbol Grade Weight
      HPQ B 0.1%
      MDT D 0.1%
      BIIB F 0.1%
      BABA D 0.09%
      DD D 0.09%
      TAP C 0.08%
      BLK C 0.07%
      STLA F 0.07%
      GILD C 0.07%
      NI A 0.06%
      WBA F 0.06%
      TMUS B 0.06%
      RF A 0.05%
      SJM D 0.05%
      EMN D 0.05%
      SF B 0.05%
      HRL D 0.05%
      ATO A 0.05%
      TGT F 0.05%
      BDX F 0.05%
      BERY B 0.05%
      SYF B 0.05%
      DLTR F 0.05%
      GS A 0.05%
      UHS D 0.04%
      DXC B 0.04%
      NTRS A 0.04%
      CMA A 0.04%
      BHP F 0.04%
      PPL B 0.04%
      FDX B 0.04%
      WLK D 0.04%
      JBHT C 0.04%
      DOW F 0.04%
      VFC 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%
      AIG B 0.04%
      AMCR D 0.03%
      TPR B 0.03%
      FAF A 0.03%
      KEYS A 0.03%
      HP B 0.03%
      THG A 0.03%
      BWA 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%
      GP F 0.03%
      ORI A 0.03%
      TME D 0.03%
      BC C 0.03%
      LII A 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%
      FRT B 0.03%
      OPI F 0.03%
      JD D 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%
      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%
      EBAY D 0.03%
      EVRG A 0.03%
      AVT C 0.03%
      ALLY C 0.03%
      HAL C 0.03%
      VLO C 0.03%
      MU D 0.03%
      EPD A 0.03%
      EXC C 0.03%
      FIS C 0.03%
      PFE D 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%
      IBM C 0.03%
      WMT A 0.03%
      XOM B 0.03%
      C A 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%
      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%
      TRMB B 0.02%
      ADM D 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%
      EL F 0.02%
      GBDC C 0.02%
      FHN A 0.02%
      LNC B 0.02%
      LNT A 0.02%
      HOG D 0.02%
      UNM A 0.02%
      PKG A 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%
      PFG D 0.02%
      WPC D 0.02%
      MRVL B 0.02%
      BG F 0.02%
      L A 0.02%
      KR B 0.02%
      KMB D 0.02%
      A D 0.02%
      HII D 0.02%
      LYB F 0.02%
      H B 0.02%
      ARE D 0.02%
      CNP B 0.02%
      CNA B 0.02%
      NNN D 0.02%
      UAL A 0.02%
      WEC A 0.02%
      AWK D 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%
      NDAQ A 0.02%
      PEG A 0.02%
      D C 0.02%
      ABT B 0.02%
      LH C 0.02%
      AGR B 0.02%
      K A 0.02%
      ETR B 0.02%
      CNH C 0.02%
      MET A 0.02%
      GLPI C 0.02%
      STZ D 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 B 0.02%
      UPS C 0.02%
      SLB C 0.02%
      GD F 0.02%
      RTX C 0.02%
      VOD F 0.02%
      KDP D 0.02%
      PNC B 0.02%
      BXP D 0.02%
      AER B 0.02%
      BNS A 0.02%
      DB D 0.02%
      OMC C 0.02%
      CB C 0.02%
      PCG A 0.02%
      TFC A 0.02%
      LMT D 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%
      NEM D 0.01%
      BEN C 0.01%
      VNO B 0.01%
      FE C 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%
      OHI C 0.01%
      AEP D 0.01%
      AFL B 0.01%
      CP D 0.01%
      DHR F 0.01%
      WEST C 0.01%
      MTB A 0.01%
      ES D 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 D 0.01%
      HUM C 0.01%
      MCK B 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%
      BK A 0.01%
      PSX C 0.01%
      AMGN D 0.01%
      BMO A 0.01%
      TD F 0.01%
      COF B 0.01%
      AZN D 0.01%
      GM B 0.01%
      ZBH C 0.01%
      CVS D 0.01%
      T A 0.01%
      CMCSA B 0.01%
      FCNCA A 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 A 0.0%
      CUBE D 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%
      WELL A 0.0%
      EIX B 0.0%
      AES F 0.0%
      DOC D 0.0%
      FSK A 0.0%
      MPLX A 0.0%
      SO D 0.0%
      NEE D 0.0%
      SCHJ Underweight 111 Positions Relative to IVW
      Symbol Grade Weight
      META D -4.35%
      TSLA B -2.98%
      GOOG C -2.94%
      NFLX A -1.24%
      AMD F -0.77%
      NOW A -0.74%
      UBER D -0.52%
      PANW C -0.44%
      ISRG A -0.43%
      ACN C -0.42%
      PLTR B -0.41%
      KKR A -0.35%
      ANET C -0.34%
      BX A -0.32%
      CDNS B -0.29%
      SNPS B -0.29%
      VRTX F -0.28%
      CMG B -0.28%
      CRWD B -0.27%
      PGR A -0.26%
      TDG D -0.25%
      FI A -0.22%
      HLT A -0.21%
      FICO B -0.2%
      RCL A -0.19%
      URI B -0.19%
      REGN F -0.17%
      CPRT A -0.17%
      VST B -0.16%
      AXON A -0.15%
      CTAS B -0.14%
      IT C -0.14%
      TRGP B -0.14%
      ODFL B -0.14%
      ACGL D -0.13%
      LULU C -0.13%
      GEV B -0.13%
      FCX D -0.11%
      CEG D -0.11%
      ECL D -0.11%
      IR B -0.11%
      PWR A -0.11%
      AJG B -0.11%
      NVR D -0.1%
      MPWR F -0.1%
      ABNB C -0.1%
      CPAY A -0.09%
      GDDY A -0.09%
      TYL B -0.09%
      HWM A -0.09%
      DECK A -0.09%
      MSCI C -0.09%
      FAST B -0.08%
      MNST C -0.08%
      WST C -0.08%
      IDXX F -0.07%
      LYV A -0.07%
      BLDR D -0.07%
      AME A -0.07%
      IRM D -0.06%
      ANSS B -0.06%
      CCL B -0.06%
      GRMN B -0.06%
      YUM B -0.06%
      DXCM D -0.06%
      PAYX C -0.06%
      CSGP D -0.05%
      CBOE B -0.05%
      IQV D -0.05%
      PTC A -0.05%
      EW C -0.05%
      TTWO A -0.05%
      CDW F -0.04%
      DRI B -0.04%
      MOH F -0.04%
      NCLH B -0.04%
      ULTA F -0.04%
      STE F -0.04%
      PNR A -0.04%
      TSCO D -0.04%
      ON D -0.04%
      LW C -0.03%
      POOL C -0.03%
      STX D -0.03%
      WAT B -0.03%
      COO D -0.03%
      APA D -0.03%
      SNA A -0.03%
      MRO B -0.03%
      ALGN D -0.03%
      WYNN D -0.03%
      FDS B -0.03%
      SMCI F -0.03%
      MAS D -0.03%
      SBAC D -0.03%
      MTD D -0.03%
      PAYC B -0.02%
      CZR F -0.02%
      AOS F -0.02%
      EPAM C -0.02%
      ERIE D -0.02%
      MGM D -0.02%
      ROL B -0.02%
      DPZ C -0.02%
      AKAM D -0.02%
      EXPD D -0.02%
      DAY B -0.02%
      GNRC B -0.02%
      PODD C -0.02%
      ENPH F -0.01%
      DVA B -0.01%

      SCHJ: Top Represented Industries & Keywords

      Industries: Utilities - Regulated Electric Asset Management Banks - Regional - US Banks - Global Drug Manufacturers - Major Credit Services Diversified Industrials Semiconductors REIT - Office Specialty Chemicals Business Services Packaged Foods Utilities - Diversified Aerospace & Defense Capital Markets Diagnostics & Research Insurance - Life Oil & Gas E&P REIT - Retail Household & Personal Products
      Keywords: S&P 500 Nasdaq 100 Natural Gas Bank Insurance Banking Electricity Dow Jones Component Real Estate Investment Trust Investment Bank Computing Electronics Financial Products Insurance Products Cash Management Aerospace Chemical Commercial Banking Semiconductor Disability

      IVW: Top Represented Industries & Keywords

      Industries: Software - Application Business Services Semiconductors Diversified Industrials Oil & Gas E&P Diagnostics & Research Restaurants Insurance Brokers Internet Content & Information Leisure Medical Devices Software - Infrastructure Specialty Industrial Machinery Specialty Retail Building Materials Capital Markets Credit Services Information Technology Services Medical Instruments & Supplies Residential Construction
      Keywords: S&P 500 Nasdaq 100 Computing Dow Jones Component Electronics Natural Gas Cloud Computing IBD 50 Integrated Circuits Mobile Devices Semiconductor Chemical Insurance Software Work From Home Medicine Smartphones Telecommunications Transport Aerospace
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