SCHJ vs. JPST ETF Comparison

Comparison of HCM Defender 500 Index ETF (SCHJ) to JPMorgan Ultra-Short Income ETF (JPST)

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

$24.44

Average Daily Volume

89,713

Number of Holdings ^*

436

* may have additional holdings in another (foreign) market

JPST

JPMorgan Ultra-Short Income ETF

JPST Description

The investment seeks to provide total return. Under normal circumstances, the fund will invest at least 80% of its assets in bonds. It will invest at least 40% of its assets in countries other than the United States. The fund may invest in developed or emerging markets. It generally invests at least 25% of its assets in securities that, at the time of purchase are rated investment grade or the unrated equivalent. "Assets" means net assets plus the amount of borrowings for investment purposes. The fund may also use currency related transactions involving currency derivatives as part of its primary investment strategy.

Grade (RS Rating)

Last Trade

$50.50

Average Daily Volume

5,203,416

Number of Holdings ^*

111

* may have additional holdings in another (foreign) market

Performance

Period	SCHJ	JPST
30 Days	-0.15%	0.25%
60 Days	-0.88%	0.46%
90 Days	0.18%	1.07%
12 Months	6.69%	5.96%

94 Overlapping Holdings

	Symbol	Grade	Weight in SCHJ	Weight in JPST	Overlap
	AAPL	C	0.04%	0.12%	0.04%
	ABBV	F	0.03%	0.04%	0.03%
	ABT	B	0.02%	0.01%	0.01%
	AEP	C	0.01%	0.05%	0.01%
	AER	A	0.02%	0.02%	0.02%
	AIG	B	0.04%	0.01%	0.01%
	AL	B	0.02%	0.05%	0.02%
	ATO	A	0.05%	0.3%	0.05%
	AXP	A	0.04%	0.01%	0.01%
	AZN	F	0.01%	0.57%	0.01%
	AZO	C	0.0%	0.02%	0.0%
	BA	F	0.01%	0.18%	0.01%
	BAC	A	0.03%	0.01%	0.01%
	BG	D	0.02%	0.06%	0.02%
	BK	A	0.01%	0.01%	0.01%
	BMO	A	0.01%	0.03%	0.01%
	BMY	B	0.02%	0.01%	0.01%
	BNS	A	0.02%	0.02%	0.02%
	C	A	0.03%	0.01%	0.01%
	CAG	F	0.01%	0.13%	0.01%
	CAT	B	0.02%	0.01%	0.01%
	CFG	B	0.02%	0.07%	0.02%
	CHD	A	0.01%	0.03%	0.01%
	CI	D	0.02%	0.08%	0.02%
	CM	A	0.02%	0.01%	0.01%
	CNP	A	0.02%	0.14%	0.02%
	COF	C	0.01%	0.04%	0.01%
	CSL	C	0.01%	0.01%	0.01%
	D	C	0.02%	0.17%	0.02%
	DB	D	0.02%	0.13%	0.02%
	DE	B	0.0%	0.01%	0.0%
	DHR	F	0.01%	0.01%	0.01%
	DIS	B	0.04%	0.02%	0.02%
	DUK	C	0.02%	0.08%	0.02%
	EPD	A	0.03%	0.01%	0.01%
	EQH	C	0.02%	0.35%	0.02%
	ES	C	0.01%	0.01%	0.01%
	ETN	A	0.05%	0.02%	0.02%
	ETR	B	0.02%	0.16%	0.02%
	FITB	B	0.01%	0.1%	0.01%
	GILD	C	0.07%	0.13%	0.07%
	GM	C	0.01%	0.1%	0.01%
	GS	A	0.05%	0.01%	0.01%
	GSK	F	0.04%	0.02%	0.02%
	HBAN	A	0.02%	0.01%	0.01%
	HON	C	0.04%	0.02%	0.02%
	HSBC	A	0.03%	0.07%	0.03%
	HUM	C	0.01%	0.09%	0.01%
	IBM	C	0.03%	0.01%	0.01%
	ICE	C	0.02%	0.01%	0.01%
	IFF	D	0.03%	0.08%	0.03%
	JBHT	C	0.04%	0.09%	0.04%
	KDP	F	0.02%	0.31%	0.02%
	KEY	B	0.03%	0.01%	0.01%
	KR	B	0.02%	0.07%	0.02%
	LDOS	C	0.03%	0.26%	0.03%
	MCD	D	0.01%	0.29%	0.01%
	MCO	B	0.02%	0.01%	0.01%
	MDLZ	F	0.03%	0.04%	0.03%
	MET	A	0.02%	0.01%	0.01%
	MLM	C	0.04%	0.09%	0.04%
	MMM	D	0.02%	0.01%	0.01%
	MS	A	0.03%	0.05%	0.03%
	MUFG	B	0.02%	0.01%	0.01%
	NEE	C	0.0%	0.03%	0.0%
	NEM	D	0.01%	0.08%	0.01%
	NWG	A	0.02%	0.01%	0.01%
	OGS	A	0.01%	0.17%	0.01%
	ORCL	A	0.06%	0.04%	0.04%
	PFE	F	0.03%	0.01%	0.01%
	PFG	D	0.02%	0.01%	0.01%
	PM	B	0.02%	0.01%	0.01%
	PNC	B	0.02%	0.01%	0.01%
	PSX	C	0.01%	0.01%	0.01%
	R	B	0.02%	0.03%	0.02%
	ROP	B	0.01%	0.03%	0.01%
	RY	A	0.02%	0.01%	0.01%
	SBUX	A	0.04%	0.06%	0.04%
	SCHW	B	0.01%	0.01%	0.01%
	SNX	D	0.03%	0.23%	0.03%
	SO	C	0.0%	0.11%	0.0%
	STT	B	0.01%	0.08%	0.01%
	T	A	0.01%	0.14%	0.01%
	TD	D	0.01%	0.01%	0.01%
	TDY	B	0.02%	0.22%	0.02%
	TFC	A	0.02%	0.01%	0.01%
	TMO	F	0.03%	0.74%	0.03%
	UNH	B	0.01%	0.01%	0.01%
	USB	A	0.03%	0.01%	0.01%
	VZ	C	0.02%	0.16%	0.02%
	WEC	A	0.02%	0.09%	0.02%
	WFC	A	0.02%	0.11%	0.02%
	WLK	D	0.04%	0.02%	0.02%
	XOM	B	0.03%	0.06%	0.03%

SCHJ Overweight 342 Positions Relative to JPST

	Symbol	Grade	Weight
	HPQ	B	0.1%
	CARR	C	0.1%
	MDT	D	0.1%
	BIIB	F	0.1%
	COP	C	0.09%
	BABA	D	0.09%
	DD	C	0.09%
	V	A	0.09%
	TAP	C	0.08%
	OTIS	C	0.07%
	KLAC	F	0.07%
	CME	B	0.07%
	BLK	B	0.07%
	STLA	F	0.07%
	NI	A	0.06%
	WBA	F	0.06%
	TMUS	B	0.06%
	CHTR	C	0.06%
	KO	D	0.05%
	RF	A	0.05%
	MCHP	F	0.05%
	SJM	D	0.05%
	EMN	C	0.05%
	ADP	A	0.05%
	SF	B	0.05%
	HRL	D	0.05%
	VRSK	A	0.05%
	TGT	F	0.05%
	BDX	F	0.05%
	BERY	C	0.05%
	SYF	B	0.05%
	DLTR	F	0.05%
	MRK	D	0.05%
	MSFT	D	0.05%
	ITW	B	0.04%
	SPGI	C	0.04%
	UHS	D	0.04%
	DXC	B	0.04%
	AMAT	F	0.04%
	NTRS	A	0.04%
	CMA	B	0.04%
	BHP	F	0.04%
	PPL	A	0.04%
	FDX	B	0.04%
	DOW	F	0.04%
	VFC	C	0.04%
	PH	A	0.04%
	MA	B	0.04%
	MOS	F	0.04%
	RPRX	D	0.04%
	FOXA	A	0.04%
	JEF	A	0.04%
	NOC	D	0.04%
	LUV	C	0.04%
	HCA	F	0.04%
	AMZN	C	0.04%
	DELL	B	0.04%
	AMCR	C	0.03%
	TPR	B	0.03%
	FAF	A	0.03%
	KEYS	A	0.03%
	VMC	B	0.03%
	HP	C	0.03%
	THG	A	0.03%
	DLR	B	0.03%
	EA	A	0.03%
	BWA	D	0.03%
	PHM	D	0.03%
	SWKS	F	0.03%
	EMR	B	0.03%
	EQR	C	0.03%
	KMPR	A	0.03%
	HAS	D	0.03%
	CLX	A	0.03%
	MAIN	A	0.03%
	TEL	B	0.03%
	RL	C	0.03%
	GP	F	0.03%
	ORI	A	0.03%
	TME	D	0.03%
	GWW	B	0.03%
	FTNT	C	0.03%
	BC	C	0.03%
	LII	A	0.03%
	JBL	C	0.03%
	ED	C	0.03%
	AN	C	0.03%
	MHK	D	0.03%
	WB	D	0.03%
	BAX	F	0.03%
	CE	F	0.03%
	FRT	B	0.03%
	OPI	F	0.03%
	FTV	C	0.03%
	JD	D	0.03%
	MSI	B	0.03%
	AWH	F	0.03%
	JCI	B	0.03%
	IP	A	0.03%
	PVH	C	0.03%
	JHG	B	0.03%
	VNT	C	0.03%
	BKU	A	0.03%
	VRSN	C	0.03%
	CNO	B	0.03%
	ALL	A	0.03%
	SWK	D	0.03%
	DG	F	0.03%
	LHX	C	0.03%
	MKC	C	0.03%
	DGX	A	0.03%
	FANG	C	0.03%
	EBAY	D	0.03%
	EVRG	A	0.03%
	AVT	C	0.03%
	ALLY	C	0.03%
	HAL	C	0.03%
	TT	A	0.03%
	MPC	D	0.03%
	VLO	C	0.03%
	WMB	A	0.03%
	LVS	B	0.03%
	MU	D	0.03%
	EXC	C	0.03%
	NVDA	B	0.03%
	FIS	C	0.03%
	GOOGL	C	0.03%
	PYPL	B	0.03%
	ARCC	A	0.03%
	BIDU	F	0.03%
	CSCO	B	0.03%
	HPE	B	0.03%
	GE	D	0.03%
	WMT	A	0.03%
	TSLX	C	0.02%
	TCPC	C	0.02%
	FNB	A	0.02%
	VLY	B	0.02%
	SNV	C	0.02%
	WAL	B	0.02%
	ALLE	C	0.02%
	ADI	D	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%
	GXO	B	0.02%
	HTGC	D	0.02%
	NEU	D	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%
	TRMB	B	0.02%
	ADM	D	0.02%
	KRC	B	0.02%
	TKR	D	0.02%
	OC	A	0.02%
	ADSK	A	0.02%
	JNPR	D	0.02%
	RS	B	0.02%
	PNW	A	0.02%
	ILMN	C	0.02%
	G	B	0.02%
	HRB	D	0.02%
	RPM	A	0.02%
	EL	F	0.02%
	GBDC	D	0.02%
	FHN	A	0.02%
	CF	A	0.02%
	STLD	B	0.02%
	DAL	B	0.02%
	LLY	F	0.02%
	LNC	C	0.02%
	LNT	A	0.02%
	HOG	D	0.02%
	UNM	A	0.02%
	PKG	A	0.02%
	HUBB	B	0.02%
	LAZ	B	0.02%
	BR	A	0.02%
	GSBD	F	0.02%
	BKH	A	0.02%
	VOYA	B	0.02%
	SLG	B	0.02%
	NUE	C	0.02%
	WPC	C	0.02%
	WM	B	0.02%
	MRVL	B	0.02%
	ROK	C	0.02%
	INTU	B	0.02%
	NTAP	C	0.02%
	L	A	0.02%
	SHW	B	0.02%
	AON	A	0.02%
	KMB	C	0.02%
	A	D	0.02%
	HII	F	0.02%
	LYB	F	0.02%
	H	B	0.02%
	ARE	F	0.02%
	DHI	F	0.02%
	CNA	C	0.02%
	NNN	C	0.02%
	UAL	A	0.02%
	EQIX	A	0.02%
	AWK	C	0.02%
	DVN	F	0.02%
	TJX	A	0.02%
	CAH	B	0.02%
	SRE	A	0.02%
	XEL	A	0.02%
	WAB	B	0.02%
	SITC	D	0.02%
	ORLY	B	0.02%
	NDAQ	A	0.02%
	LEN	D	0.02%
	EXPE	B	0.02%
	BKNG	A	0.02%
	PEG	A	0.02%
	AMP	A	0.02%
	LH	B	0.02%
	SYK	B	0.02%
	ROST	D	0.02%
	AGR	A	0.02%
	K	A	0.02%
	CNH	C	0.02%
	NXPI	D	0.02%
	SPG	A	0.02%
	HST	C	0.02%
	GLPI	C	0.02%
	STZ	D	0.02%
	CRM	B	0.02%
	MO	A	0.02%
	GPN	B	0.02%
	TSN	B	0.02%
	QCOM	F	0.02%
	SYY	D	0.02%
	UPS	C	0.02%
	MMC	B	0.02%
	SLB	C	0.02%
	GD	D	0.02%
	RTX	D	0.02%
	VOD	F	0.02%
	PG	C	0.02%
	AVGO	D	0.02%
	MAR	A	0.02%
	EOG	A	0.02%
	BXP	C	0.02%
	OMC	C	0.02%
	PEP	F	0.02%
	ZTS	D	0.02%
	CB	C	0.02%
	PCG	A	0.02%
	LMT	D	0.02%
	DFS	B	0.02%
	JNJ	C	0.02%
	CVX	A	0.02%
	INTC	C	0.02%
	JPM	A	0.02%
	BEN	C	0.01%
	VNO	C	0.01%
	FE	C	0.01%
	BRO	B	0.01%
	ALB	B	0.01%
	PDM	D	0.01%
	ARW	D	0.01%
	OGE	A	0.01%
	MAA	B	0.01%
	O	C	0.01%
	CSX	C	0.01%
	OHI	C	0.01%
	EFX	F	0.01%
	RSG	A	0.01%
	AFL	B	0.01%
	CP	F	0.01%
	NKE	F	0.01%
	WEST	C	0.01%
	MTB	A	0.01%
	PSA	C	0.01%
	AVB	B	0.01%
	CPB	D	0.01%
	PPG	F	0.01%
	HSY	F	0.01%
	AMG	B	0.01%
	LRCX	F	0.01%
	PAA	B	0.01%
	APTV	F	0.01%
	MCK	A	0.01%
	ADBE	C	0.01%
	KMI	A	0.01%
	VTR	B	0.01%
	NFG	A	0.01%
	PRU	A	0.01%
	GIS	D	0.01%
	DTE	C	0.01%
	LOW	C	0.01%
	CCI	C	0.01%
	HD	B	0.01%
	AMGN	F	0.01%
	AMT	C	0.01%
	ZBH	C	0.01%
	CVS	D	0.01%
	CMCSA	B	0.01%
	FCNCA	A	0.0%
	CTRA	B	0.0%
	COST	A	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	B	0.0%
	CUBE	C	0.0%
	APH	A	0.0%
	ESS	B	0.0%
	BDN	C	0.0%
	BRX	A	0.0%
	NSC	B	0.0%
	WU	F	0.0%
	IVZ	B	0.0%
	TXT	D	0.0%
	TXN	C	0.0%
	CL	D	0.0%
	UNP	C	0.0%
	LIN	C	0.0%
	OKE	A	0.0%
	WELL	A	0.0%
	BSX	A	0.0%
	EIX	B	0.0%
	AES	F	0.0%
	DOC	C	0.0%
	FSK	A	0.0%
	MPLX	A	0.0%

SCHJ Underweight 17 Positions Relative to JPST

	Symbol	Grade	Weight
	CASH	B	-2.2%
	CCEP	C	-0.3%
	BXMT	C	-0.25%
	HART	D	-0.19%
	VTRS	A	-0.1%
	DT	D	-0.08%
	BX	A	-0.07%
	ACR	A	-0.06%
	SEB	F	-0.06%
	BHF	C	-0.04%
	KKR	A	-0.04%
	PL	B	-0.04%
	ARES	A	-0.03%
	BCC	B	-0.03%
	MSC	D	-0.02%
	JXN	C	-0.01%
	UBS	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

JPST: Top Represented Industries & Keywords

Industries: Banks - Global Banks - Regional - US Asset Management Drug Manufacturers - Major Utilities - Regulated Electric Capital Markets Diversified Industrials Health Care Plans Insurance - Life Utilities - Regulated Gas Aerospace & Defense Beverages - Soft Drinks Conglomerates Credit Services Diagnostics & Research Farm & Construction Equipment Information Technology Services Insurance - Diversified REIT - Diversified Rental & Leasing Services

Keywords: S&P 500 Bank Banking Investment Bank Financial Products Cash Management Commercial Banking Natural Gas Dow Jones Component Investment Management Electricity Insurance Products Investment Banking Nasdaq 100 Insurance Wealth Management Asset Management Asset Management Services Electronics Health Insurance