SCHJ vs. IXG ETF Comparison

Comparison of HCM Defender 500 Index ETF (SCHJ) to iShares Global Financial ETF (IXG)

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

$48.08

Average Daily Volume

44,272

Number of Holdings ^*

436

* may have additional holdings in another (foreign) market

IXG

iShares Global Financial ETF

IXG Description

The investment seeks to track the investment results of an index composed of global equities in the financials sector. 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 Global 1200 Financials Sector IndexTM (the "underlying index"), which measures the performance of companies that S&P Dow Jones Indices LLC ("S&P"), a subsidiary of McGraw Hill Financial, Inc., deems to be part of the financial sector of the economy and that S&P believes are important to global markets.

Grade (RS Rating)

Last Trade

$87.35

Average Daily Volume

9,349

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SCHJ	IXG
30 Days	0.75%	3.75%
60 Days	0.11%	0.82%
90 Days	0.82%	6.08%
12 Months	5.35%	29.46%

51 Overlapping Holdings

Symbol	Grade	Weight in SCHJ	Weight in IXG	Overlap
AFL	A	0.01%	0.45%	0.01%
AIG	A	0.04%	0.54%	0.04%
AIZ	D	0.02%	0.09%	0.02%
ALL	B	0.03%	0.43%	0.03%
AMP	C	0.02%	0.43%	0.02%
AON	F	0.02%	0.55%	0.02%
AXP	A	0.04%	1.33%	0.04%
BAC	B	0.03%	2.68%	0.03%
BEN	F	0.01%	0.07%	0.01%
BK	A	0.01%	0.44%	0.01%
BLK	D	0.07%	1.07%	0.07%
BRO	C	0.01%	0.21%	0.01%
C	A	0.03%	1.19%	0.03%
CB	C	0.02%	1.05%	0.02%
CFG	A	0.02%	0.16%	0.02%
CMA	B	0.04%	0.06%	0.04%
CME	C	0.07%	0.76%	0.07%
COF	B	0.01%	0.51%	0.01%
DFS	C	0.02%	0.3%	0.02%
FIS	C	0.03%	0.45%	0.03%
FITB	A	0.01%	0.25%	0.01%
GPN	F	0.02%	0.26%	0.02%
GS	A	0.05%	1.47%	0.05%
HBAN	A	0.02%	0.19%	0.02%
ICE	C	0.02%	0.76%	0.02%
IVZ	D	0.0%	0.07%	0.0%
JPM	B	0.02%	5.68%	0.02%
KEY	C	0.03%	0.13%	0.03%
L	A	0.02%	0.13%	0.02%
MA	D	0.04%	3.65%	0.04%
MCO	C	0.02%	0.63%	0.02%
MET	C	0.02%	0.44%	0.02%
MMC	C	0.02%	1.0%	0.02%
MS	A	0.03%	1.22%	0.03%
MTB	A	0.01%	0.25%	0.01%
MUFG	D	0.02%	1.21%	0.02%
NDAQ	D	0.02%	0.23%	0.02%
NTRS	C	0.04%	0.17%	0.04%
PFG	C	0.02%	0.18%	0.02%
PNC	B	0.02%	0.6%	0.02%
PRU	A	0.01%	0.42%	0.01%
PYPL	C	0.03%	0.65%	0.03%
RF	B	0.05%	0.18%	0.05%
SCHW	A	0.01%	1.06%	0.01%
SPGI	C	0.04%	1.38%	0.04%
STT	C	0.01%	0.22%	0.01%
SYF	B	0.05%	0.18%	0.05%
TFC	B	0.02%	0.5%	0.02%
USB	D	0.03%	0.62%	0.03%
V	C	0.09%	4.25%	0.09%
WFC	A	0.02%	2.12%	0.02%

SCHJ Overweight 385 Positions Relative to IXG

Symbol	Grade	Weight
HPQ	C	0.1%
CARR	A	0.1%
MDT	D	0.1%
BIIB	C	0.1%
COP	C	0.09%
BABA	C	0.09%
DD	A	0.09%
TAP	F	0.08%
OTIS	D	0.07%
KLAC	A	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	A	0.05%
KO	A	0.05%
MCHP	B	0.05%
SJM	F	0.05%
EMN	A	0.05%
ADP	D	0.05%
SF	A	0.05%
HRL	B	0.05%
ATO	A	0.05%
VRSK	B	0.05%
TGT	D	0.05%
BDX	F	0.05%
BERY	D	0.05%
DLTR	F	0.05%
MRK	B	0.05%
MSFT	C	0.05%
ITW	D	0.04%
UHS	D	0.04%
DXC	F	0.04%
AMAT	C	0.04%
BHP	D	0.04%
PPL	A	0.04%
FDX	D	0.04%
MLM	C	0.04%
WLK	B	0.04%
JBHT	F	0.04%
DOW	C	0.04%
VFC	F	0.04%
PH	B	0.04%
HON	C	0.04%
MOS	F	0.04%
RPRX	F	0.04%
FOXA	B	0.04%
JEF	B	0.04%
GSK	A	0.04%
NOC	B	0.04%
LUV	D	0.04%
DIS	D	0.04%
SBUX	F	0.04%
HCA	D	0.04%
AMZN	A	0.04%
AAPL	B	0.04%
DELL	B	0.04%
AMCR	A	0.03%
TPR	D	0.03%
FAF	D	0.03%
KEYS	D	0.03%
VMC	C	0.03%
HP	F	0.03%
THG	A	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	C	0.03%
EQR	A	0.03%
KMPR	B	0.03%
HAS	B	0.03%
CLX	F	0.03%
MAIN	A	0.03%
TEL	C	0.03%
RL	D	0.03%
GP	F	0.03%
ORI	A	0.03%
TME	B	0.03%
GWW	D	0.03%
FTNT	F	0.03%
BC	D	0.03%
LII	C	0.03%
JBL	D	0.03%
ED	A	0.03%
SNX	A	0.03%
AN	B	0.03%
LDOS	A	0.03%
MHK	D	0.03%
WB	C	0.03%
BAX	F	0.03%
CE	C	0.03%
FRT	B	0.03%
OPI	C	0.03%
FTV	D	0.03%
JD	B	0.03%
MSI	A	0.03%
AWH	F	0.03%
JCI	B	0.03%
IP	C	0.03%
PVH	D	0.03%
JHG	A	0.03%
VNT	D	0.03%
BKU	B	0.03%
VRSN	F	0.03%
CNO	B	0.03%
SWK	F	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%
AVT	A	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	D	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%
PFE	D	0.03%
GOOGL	B	0.03%
ARCC	A	0.03%
BIDU	C	0.03%
CSCO	D	0.03%
HPE	D	0.03%
GE	A	0.03%
IBM	D	0.03%
WMT	C	0.03%
XOM	B	0.03%
ABBV	D	0.03%
HSBC	A	0.03%
TSLX	B	0.02%
TCPC	C	0.02%
FNB	A	0.02%
VLY	F	0.02%
SNV	C	0.02%
WAL	B	0.02%
ALLE	D	0.02%
ADI	A	0.02%
APD	C	0.02%
DOV	A	0.02%
LEG	F	0.02%
RGA	A	0.02%
KSS	F	0.02%
SBRA	A	0.02%
OCSL	C	0.02%
EQH	A	0.02%
GXO	C	0.02%
HTGC	A	0.02%
NEU	D	0.02%
BCSF	B	0.02%
CTVA	B	0.02%
PSEC	F	0.02%
AGO	D	0.02%
RNR	C	0.02%
HES	B	0.02%
TRMB	D	0.02%
ADM	C	0.02%
KRC	F	0.02%
TKR	B	0.02%
OC	B	0.02%
ADSK	F	0.02%
JNPR	D	0.02%
RS	D	0.02%
PNW	B	0.02%
ILMN	F	0.02%
G	D	0.02%
HRB	B	0.02%
RPM	D	0.02%
EL	F	0.02%
GBDC	B	0.02%
FHN	A	0.02%
CF	F	0.02%
STLD	D	0.02%
DAL	A	0.02%
LLY	C	0.02%
LNC	C	0.02%
LNT	B	0.02%
HOG	D	0.02%
UNM	B	0.02%
PKG	D	0.02%
HUBB	D	0.02%
LAZ	C	0.02%
BR	D	0.02%
GSBD	A	0.02%
TDY	D	0.02%
BKH	B	0.02%
VOYA	B	0.02%
SLG	B	0.02%
NUE	F	0.02%
WPC	C	0.02%
WM	B	0.02%
MRVL	D	0.02%
ROK	F	0.02%
INTU	D	0.02%
BG	B	0.02%
NTAP	B	0.02%
KR	B	0.02%
SHW	D	0.02%
KMB	B	0.02%
A	C	0.02%
HII	D	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%
NNN	B	0.02%
UAL	B	0.02%
EQIX	F	0.02%
WEC	B	0.02%
AWK	B	0.02%
R	A	0.02%
DVN	B	0.02%
TJX	C	0.02%
CAH	F	0.02%
SRE	B	0.02%
XEL	C	0.02%
MMM	B	0.02%
WAB	A	0.02%
SITC	D	0.02%
ORLY	D	0.02%
LEN	D	0.02%
EXPE	F	0.02%
BKNG	B	0.02%
PEG	A	0.02%
D	B	0.02%
ABT	F	0.02%
LH	F	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%
NXPI	A	0.02%
SPG	C	0.02%
HST	D	0.02%
GLPI	D	0.02%
STZ	D	0.02%
CRM	D	0.02%
MO	A	0.02%
CAT	D	0.02%
CM	C	0.02%
TSN	B	0.02%
QCOM	B	0.02%
DUK	A	0.02%
AL	B	0.02%
SYY	D	0.02%
UPS	D	0.02%
SLB	F	0.02%
GD	A	0.02%
RTX	A	0.02%
VOD	F	0.02%
PG	A	0.02%
AVGO	C	0.02%
KDP	B	0.02%
MAR	D	0.02%
EOG	B	0.02%
BXP	F	0.02%
AER	A	0.02%
BNS	D	0.02%
DB	B	0.02%
OMC	B	0.02%
PEP	B	0.02%
ZTS	D	0.02%
PCG	B	0.02%
LMT	A	0.02%
VZ	D	0.02%
BMY	F	0.02%
JNJ	F	0.02%
RY	A	0.02%
CI	D	0.02%
CVX	B	0.02%
NWG	A	0.02%
INTC	F	0.02%
CHD	A	0.01%
NEM	B	0.01%
VNO	F	0.01%
FE	A	0.01%
ALB	C	0.01%
PDM	B	0.01%
ARW	B	0.01%
CSL	A	0.01%
OGE	A	0.01%
MAA	B	0.01%
O	B	0.01%
CSX	D	0.01%
OHI	B	0.01%
EFX	D	0.01%
RSG	C	0.01%
ROP	D	0.01%
AEP	A	0.01%
CP	D	0.01%
DHR	C	0.01%
NKE	D	0.01%
WRK	A	0.01%
ES	B	0.01%
PSA	D	0.01%
AVB	A	0.01%
CPB	B	0.01%
PPG	D	0.01%
HSY	B	0.01%
AMG	D	0.01%
OGS	C	0.01%
LRCX	D	0.01%
PAA	B	0.01%
APTV	D	0.01%
HUM	F	0.01%
MCK	B	0.01%
ADBE	D	0.01%
KMI	A	0.01%
VTR	B	0.01%
NFG	A	0.01%
CAG	B	0.01%
GIS	C	0.01%
DTE	A	0.01%
LOW	D	0.01%
CCI	D	0.01%
HD	D	0.01%
PSX	D	0.01%
UNH	C	0.01%
AMGN	B	0.01%
BMO	C	0.01%
TD	F	0.01%
AMT	D	0.01%
AZN	A	0.01%
MCD	F	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	B	0.0%
CMS	A	0.0%
AEE	C	0.0%
SCCO	B	0.0%
CMI	B	0.0%
PCAR	D	0.0%
KIM	C	0.0%
WHR	F	0.0%
FLEX	C	0.0%
CUBE	D	0.0%
APH	A	0.0%
AZO	D	0.0%
ESS	A	0.0%
BDN	B	0.0%
BRX	C	0.0%
NSC	D	0.0%
WU	C	0.0%
TXT	D	0.0%
TXN	A	0.0%
CL	A	0.0%
UNP	C	0.0%
LIN	D	0.0%
OKE	B	0.0%
WELL	A	0.0%
BSX	B	0.0%
EIX	A	0.0%
AES	B	0.0%
DOC	A	0.0%
FSK	B	0.0%
MPLX	A	0.0%
DE	B	0.0%
SO	A	0.0%
NEE	B	0.0%

SCHJ Underweight 33 Positions Relative to IXG

Symbol	Grade	Weight
BRK.A	D	-7.26%
PGR	A	-1.17%
FI	C	-0.88%
BX	D	-0.87%
SMFG	D	-0.82%
AJG	C	-0.54%
MFG	D	-0.5%
TRV	D	-0.48%
LYG	A	-0.44%
BCS	A	-0.39%
ACGL	A	-0.38%
MSCI	D	-0.38%
HIG	C	-0.3%
ITUB	D	-0.29%
NU	C	-0.28%
WTW	D	-0.26%
TROW	D	-0.26%
RJF	C	-0.23%
KB	B	-0.2%
CPAY	B	-0.19%
CINF	D	-0.18%
EG	C	-0.17%
NMR	D	-0.17%
WRB	D	-0.16%
FDS	D	-0.16%
SHG	B	-0.16%
BBD	F	-0.13%
JKHY	D	-0.12%
BAP	B	-0.11%
MKTX	F	-0.08%
GL	F	-0.07%
CIB	C	-0.04%
BSAC	D	-0.03%