SCHJ vs. JMOM ETF Comparison

Comparison of HCM Defender 500 Index ETF (SCHJ) to JPMorgan U.S. Momentum Factor ETF (JMOM)

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

JMOM

JPMorgan U.S. Momentum Factor ETF

JMOM Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan US Momentum Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. Assets means net assets, plus the amount of borrowing for investment purposes. The underlying index is comprised of U.S. equity securities selected to represent positive momentum factor characteristics.

Grade (RS Rating)

Last Trade

$60.97

Average Daily Volume

48,194

Number of Holdings ^*

271

* may have additional holdings in another (foreign) market

Performance

Period	SCHJ	JMOM
30 Days	-0.36%	5.45%
60 Days	-0.92%	7.40%
90 Days	0.10%	9.79%
12 Months	6.61%	41.42%

121 Overlapping Holdings

Symbol	Grade	Weight in SCHJ	Weight in JMOM	Overlap
AAPL	C	0.04%	1.75%	0.04%
ABBV	D	0.03%	1.05%	0.03%
ADI	D	0.02%	0.51%	0.02%
AFL	B	0.01%	0.36%	0.01%
AGO	B	0.02%	0.07%	0.02%
ALL	A	0.03%	0.35%	0.03%
AMAT	F	0.04%	0.66%	0.04%
AMP	A	0.02%	0.41%	0.02%
AMZN	C	0.04%	0.64%	0.04%
AN	C	0.03%	0.18%	0.03%
APH	A	0.0%	0.48%	0.0%
AVGO	D	0.02%	2.21%	0.02%
AVT	C	0.03%	0.12%	0.03%
AXP	A	0.04%	0.72%	0.04%
AZO	C	0.0%	0.35%	0.0%
BK	A	0.01%	0.39%	0.01%
BKNG	A	0.02%	0.72%	0.02%
BR	A	0.02%	0.02%	0.02%
BRO	B	0.01%	0.27%	0.01%
BSX	B	0.0%	0.6%	0.0%
CAH	B	0.02%	0.28%	0.02%
CAT	B	0.02%	0.81%	0.02%
CB	C	0.02%	0.52%	0.02%
CHD	B	0.01%	0.23%	0.01%
CL	D	0.0%	0.38%	0.0%
COP	C	0.09%	0.59%	0.09%
COST	B	0.0%	1.46%	0.0%
CRM	B	0.02%	1.26%	0.02%
DELL	C	0.04%	0.35%	0.04%
DHI	D	0.02%	0.16%	0.02%
DHR	F	0.01%	0.62%	0.01%
DLR	B	0.03%	0.39%	0.03%
ED	D	0.03%	0.21%	0.03%
EQIX	A	0.02%	0.0%	0.0%
ESS	B	0.0%	0.1%	0.0%
ETN	A	0.05%	0.69%	0.05%
FANG	D	0.03%	0.28%	0.03%
FCNCA	A	0.0%	0.05%	0.0%
FE	C	0.01%	0.1%	0.01%
GD	F	0.02%	0.43%	0.02%
GE	D	0.03%	0.84%	0.03%
GOOGL	C	0.03%	1.82%	0.03%
GS	A	0.05%	0.54%	0.05%
GWW	B	0.03%	0.39%	0.03%
H	B	0.02%	0.16%	0.02%
HCA	F	0.04%	0.2%	0.04%
HD	A	0.01%	1.39%	0.01%
HII	D	0.02%	0.08%	0.02%
HPE	B	0.03%	0.18%	0.03%
HPQ	B	0.1%	0.2%	0.1%
HRB	D	0.02%	0.1%	0.02%
HUBB	B	0.02%	0.29%	0.02%
IBM	C	0.03%	0.8%	0.03%
ICE	C	0.02%	0.28%	0.02%
IFF	D	0.03%	0.19%	0.03%
INTU	C	0.02%	0.79%	0.02%
JEF	A	0.04%	0.27%	0.04%
JNPR	F	0.02%	0.2%	0.02%
KLAC	D	0.07%	0.44%	0.07%
KO	D	0.05%	0.17%	0.05%
KR	B	0.02%	0.26%	0.02%
LDOS	C	0.03%	0.31%	0.03%
LII	A	0.03%	0.26%	0.03%
LIN	D	0.0%	0.2%	0.0%
LLY	F	0.02%	1.57%	0.02%
LOW	D	0.01%	0.34%	0.01%
LRCX	F	0.01%	0.44%	0.01%
MCK	B	0.01%	0.47%	0.01%
MPC	D	0.03%	0.35%	0.03%
MRK	F	0.05%	0.17%	0.05%
MRVL	B	0.02%	0.48%	0.02%
MSFT	F	0.05%	1.85%	0.05%
MSI	B	0.03%	0.46%	0.03%
MU	D	0.03%	0.5%	0.03%
NI	A	0.06%	0.21%	0.06%
NTAP	C	0.02%	0.26%	0.02%
NVDA	C	0.03%	2.48%	0.03%
OHI	C	0.01%	0.12%	0.01%
ORCL	B	0.06%	0.94%	0.06%
ORI	A	0.03%	0.13%	0.03%
ORLY	B	0.02%	0.39%	0.02%
PCAR	B	0.0%	0.37%	0.0%
PEG	A	0.02%	0.06%	0.02%
PG	A	0.02%	0.19%	0.02%
PH	A	0.04%	0.5%	0.04%
PHM	D	0.03%	0.26%	0.03%
PM	B	0.02%	0.79%	0.02%
PSX	C	0.01%	0.35%	0.01%
QCOM	F	0.02%	0.75%	0.02%
R	B	0.02%	0.2%	0.02%
RGA	A	0.02%	0.24%	0.02%
ROP	B	0.01%	0.36%	0.01%
RPM	A	0.02%	0.12%	0.02%
RS	B	0.02%	0.07%	0.02%
RSG	A	0.01%	0.32%	0.01%
SCCO	F	0.0%	0.2%	0.0%
SNX	C	0.03%	0.13%	0.03%
SO	D	0.0%	0.19%	0.0%
SPG	B	0.02%	0.37%	0.02%
SRE	A	0.02%	0.07%	0.02%
STLD	B	0.02%	0.25%	0.02%
SYK	C	0.02%	0.62%	0.02%
T	A	0.01%	0.22%	0.01%
TJX	A	0.02%	0.6%	0.02%
TKR	D	0.02%	0.01%	0.01%
TMO	F	0.03%	0.79%	0.03%
TMUS	B	0.06%	0.59%	0.06%
TPR	B	0.03%	0.19%	0.03%
TT	A	0.03%	0.51%	0.03%
TXN	C	0.0%	0.78%	0.0%
TXT	D	0.0%	0.18%	0.0%
UHS	D	0.04%	0.19%	0.04%
UNH	C	0.01%	1.34%	0.01%
UNM	A	0.02%	0.17%	0.02%
VLO	C	0.03%	0.25%	0.03%
VRSK	A	0.05%	0.1%	0.05%
VTR	C	0.01%	0.26%	0.01%
WELL	A	0.0%	0.45%	0.0%
WLK	D	0.04%	0.16%	0.04%
WM	A	0.02%	0.47%	0.02%
WMB	A	0.03%	0.44%	0.03%

SCHJ Overweight 315 Positions Relative to JMOM

Symbol	Grade	Weight
CARR	D	0.1%
MDT	D	0.1%
BIIB	F	0.1%
BABA	D	0.09%
DD	D	0.09%
V	A	0.09%
TAP	C	0.08%
OTIS	C	0.07%
CME	A	0.07%
BLK	C	0.07%
STLA	F	0.07%
GILD	C	0.07%
WBA	F	0.06%
CHTR	C	0.06%
RF	A	0.05%
MCHP	D	0.05%
SJM	D	0.05%
EMN	D	0.05%
ADP	B	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%
ITW	B	0.04%
SPGI	C	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%
MLM	B	0.04%
JBHT	C	0.04%
DOW	F	0.04%
VFC	C	0.04%
MA	C	0.04%
HON	B	0.04%
MOS	F	0.04%
RPRX	D	0.04%
FOXA	B	0.04%
GSK	F	0.04%
NOC	D	0.04%
LUV	C	0.04%
DIS	B	0.04%
SBUX	A	0.04%
AIG	B	0.04%
AMCR	D	0.03%
FAF	A	0.03%
KEYS	A	0.03%
VMC	B	0.03%
HP	B	0.03%
THG	A	0.03%
EA	A	0.03%
BWA	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%
TEL	B	0.03%
RL	B	0.03%
GP	F	0.03%
TME	D	0.03%
FTNT	C	0.03%
BC	C	0.03%
JBL	B	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%
FTV	C	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%
VRSN	F	0.03%
CNO	A	0.03%
KEY	B	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%
ALLY	C	0.03%
MDLZ	F	0.03%
HAL	C	0.03%
LVS	C	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%
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%
ALLE	D	0.02%
AIZ	A	0.02%
APD	A	0.02%
DOV	A	0.02%
LEG	F	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%
RNR	C	0.02%
HES	B	0.02%
TRMB	B	0.02%
ADM	D	0.02%
KRC	C	0.02%
OC	A	0.02%
ADSK	A	0.02%
PNW	B	0.02%
ILMN	D	0.02%
G	B	0.02%
EL	F	0.02%
GBDC	C	0.02%
FHN	A	0.02%
CF	B	0.02%
DAL	C	0.02%
LNC	B	0.02%
LNT	A	0.02%
HOG	D	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%
NUE	C	0.02%
WPC	D	0.02%
ROK	B	0.02%
BG	F	0.02%
L	A	0.02%
SHW	A	0.02%
AON	A	0.02%
KMB	D	0.02%
A	D	0.02%
MCO	B	0.02%
LYB	F	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%
DVN	F	0.02%
HBAN	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%
LEN	D	0.02%
EXPE	B	0.02%
D	C	0.02%
ABT	B	0.02%
LH	C	0.02%
ROST	C	0.02%
AGR	B	0.02%
K	A	0.02%
ETR	B	0.02%
CNH	C	0.02%
MET	A	0.02%
NXPI	D	0.02%
HST	C	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%
AL	B	0.02%
SYY	B	0.02%
UPS	C	0.02%
MMC	B	0.02%
SLB	C	0.02%
RTX	C	0.02%
VOD	F	0.02%
KDP	D	0.02%
PNC	B	0.02%
MAR	B	0.02%
EOG	A	0.02%
BXP	D	0.02%
AER	B	0.02%
BNS	A	0.02%
DB	D	0.02%
OMC	C	0.02%
PEP	F	0.02%
ZTS	D	0.02%
PCG	A	0.02%
TFC	A	0.02%
LMT	D	0.02%
DFS	B	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%
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%
CSX	B	0.01%
EFX	F	0.01%
AEP	D	0.01%
CP	D	0.01%
NKE	D	0.01%
WEST	C	0.01%
MTB	A	0.01%
ES	D	0.01%
PSA	D	0.01%
AVB	B	0.01%
CPB	D	0.01%
PPG	F	0.01%
HSY	F	0.01%
AMG	B	0.01%
OGS	A	0.01%
PAA	B	0.01%
APTV	D	0.01%
HUM	C	0.01%
ADBE	C	0.01%
KMI	A	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%
STT	A	0.01%
CCI	D	0.01%
FITB	A	0.01%
AMGN	D	0.01%
BMO	A	0.01%
TD	F	0.01%
AMT	D	0.01%
COF	B	0.01%
AZN	D	0.01%
MCD	D	0.01%
GM	B	0.01%
ZBH	C	0.01%
CVS	D	0.01%
CMCSA	B	0.01%
BA	F	0.01%
CTRA	B	0.0%
CMS	C	0.0%
AEE	A	0.0%
CMI	A	0.0%
KIM	A	0.0%
WHR	B	0.0%
FLEX	A	0.0%
CUBE	D	0.0%
BDN	C	0.0%
BRX	A	0.0%
NSC	B	0.0%
WU	D	0.0%
IVZ	B	0.0%
UNP	C	0.0%
OKE	A	0.0%
EIX	B	0.0%
AES	F	0.0%
DOC	D	0.0%
FSK	A	0.0%
MPLX	A	0.0%
DE	A	0.0%
NEE	D	0.0%

SCHJ Underweight 150 Positions Relative to JMOM

Symbol	Grade	Weight
META	D	-2.02%
BRK.A	B	-1.78%
NOW	A	-0.9%
NFLX	A	-0.83%
APP	B	-0.82%
ISRG	A	-0.8%
AMD	F	-0.77%
PLTR	B	-0.74%
MSTR	C	-0.67%
PGR	A	-0.67%
PANW	C	-0.6%
VRTX	F	-0.59%
UBER	D	-0.57%
KKR	A	-0.55%
ANET	C	-0.54%
CRWD	B	-0.5%
VST	B	-0.49%
SPOT	B	-0.47%
RCL	A	-0.44%
DASH	A	-0.44%
COIN	C	-0.44%
VRT	B	-0.44%
CTAS	B	-0.44%
AXON	A	-0.43%
FICO	B	-0.42%
CEG	D	-0.42%
TDG	D	-0.42%
CMG	B	-0.41%
CVNA	B	-0.4%
HLT	A	-0.4%
TTD	B	-0.4%
URI	B	-0.4%
GEV	B	-0.39%
ECL	D	-0.38%
PWR	A	-0.38%
HWM	A	-0.37%
NU	C	-0.36%
AJG	B	-0.36%
TRGP	B	-0.36%
CBRE	B	-0.34%
CPRT	A	-0.34%
IT	C	-0.33%
COR	B	-0.32%
GLW	B	-0.32%
EME	C	-0.32%
XPO	B	-0.31%
ARES	A	-0.31%
COHR	B	-0.3%
GDDY	A	-0.3%
DECK	A	-0.29%
IRM	D	-0.29%
CW	B	-0.28%
ACGL	D	-0.28%
PTC	A	-0.28%
BAH	F	-0.27%
TYL	B	-0.27%
HIG	B	-0.27%
NRG	B	-0.27%
ALSN	B	-0.27%
ZS	C	-0.26%
EXP	A	-0.26%
DTM	B	-0.26%
FFIV	B	-0.26%
GEN	B	-0.26%
GWRE	A	-0.26%
NTNX	A	-0.26%
WDC	D	-0.25%
MANH	D	-0.25%
IQV	D	-0.25%
USFD	A	-0.25%
FI	A	-0.25%
BWXT	B	-0.24%
EVR	B	-0.24%
TOL	B	-0.24%
CACI	D	-0.24%
IBKR	A	-0.24%
FTI	A	-0.24%
CBOE	B	-0.23%
PSN	D	-0.23%
HEI	B	-0.23%
SSNC	B	-0.23%
THC	D	-0.23%
SAIC	F	-0.22%
MPWR	F	-0.22%
CASY	A	-0.22%
FRPT	B	-0.22%
NVT	B	-0.22%
CNM	D	-0.21%
INGR	B	-0.21%
MOH	F	-0.21%
TPX	B	-0.21%
SN	D	-0.2%
DKS	C	-0.2%
PSTG	D	-0.19%
ONTO	D	-0.19%
KD	B	-0.19%
AM	A	-0.19%
WSO	A	-0.19%
POST	C	-0.18%
GAP	C	-0.18%
MEDP	D	-0.18%
WING	D	-0.18%
DKNG	B	-0.18%
TSCO	D	-0.15%
BLD	D	-0.15%
CRUS	D	-0.15%
ROL	B	-0.15%
CRBG	B	-0.15%
AZEK	A	-0.15%
MTSI	B	-0.14%
ARMK	B	-0.14%
LOPE	B	-0.14%
TW	A	-0.14%
JLL	D	-0.13%
BRBR	A	-0.13%
EHC	B	-0.13%
TER	D	-0.12%
PAG	B	-0.12%
SPB	C	-0.11%
LPX	B	-0.11%
SNPS	B	-0.11%
MTG	C	-0.1%
PPC	C	-0.1%
VKTX	F	-0.1%
WFRD	D	-0.1%
VVV	F	-0.09%
LAMR	D	-0.09%
TPG	A	-0.09%
VLTO	D	-0.09%
ROIV	C	-0.09%
INFA	D	-0.08%
SMCI	F	-0.08%
PRI	A	-0.08%
COKE	C	-0.08%
APPF	B	-0.08%
WSM	B	-0.07%
OLED	D	-0.07%
FYBR	D	-0.06%
AWI	A	-0.06%
AYI	B	-0.06%
PNR	A	-0.06%
NSA	D	-0.05%
BSY	D	-0.05%
INVH	D	-0.04%
CXT	B	-0.04%
RYAN	B	-0.04%
SLM	A	-0.03%
ESTC	C	-0.02%
STAG	F	-0.01%
MORN	B	-0.0%