SCHJ vs. KIE ETF Comparison

Comparison of HCM Defender 500 Index ETF (SCHJ) to SPDR S&P Insurance ETF (KIE)

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

$48.19

Average Daily Volume

45,084

Number of Holdings ^*

437

* may have additional holdings in another (foreign) market

KIE

SPDR S&P Insurance ETF

KIE Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the insurance industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$51.84

Average Daily Volume

947,454

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SCHJ	KIE
30 Days	1.25%	6.89%
60 Days	0.77%	1.57%
90 Days	1.05%	5.39%
12 Months	4.92%	31.39%

22 Overlapping Holdings

Symbol	Grade	Weight in SCHJ	Weight in KIE	Overlap
AFL	B	0.01%	2.22%	0.01%
AGO	D	0.02%	1.91%	0.02%
AIG	C	0.04%	2.3%	0.04%
AIZ	D	0.02%	2.12%	0.02%
ALL	C	0.03%	2.33%	0.03%
AON	F	0.02%	1.92%	0.02%
BRO	A	0.01%	2.14%	0.01%
CB	B	0.02%	2.17%	0.02%
CNO	A	0.03%	2.04%	0.03%
FAF	D	0.03%	2.1%	0.03%
KMPR	C	0.03%	2.25%	0.03%
L	B	0.02%	2.22%	0.02%
LNC	C	0.02%	2.32%	0.02%
MET	B	0.02%	2.17%	0.02%
MMC	A	0.02%	2.13%	0.02%
ORI	A	0.03%	2.31%	0.03%
PFG	B	0.02%	2.23%	0.02%
PRU	A	0.01%	2.25%	0.01%
RGA	A	0.02%	2.44%	0.02%
RNR	C	0.02%	2.11%	0.02%
THG	A	0.03%	1.95%	0.03%
UNM	B	0.02%	2.24%	0.02%

SCHJ Overweight 415 Positions Relative to KIE

Symbol	Grade	Weight
HPQ	C	0.1%
CARR	B	0.1%
MDT	B	0.1%
BIIB	D	0.1%
COP	D	0.09%
BABA	C	0.09%
DD	C	0.09%
V	C	0.09%
TAP	F	0.08%
OTIS	C	0.07%
KLAC	B	0.07%
CME	C	0.07%
BLK	C	0.07%
STLA	D	0.07%
GILD	F	0.07%
NI	B	0.06%
WBA	F	0.06%
TMUS	B	0.06%
ORCL	C	0.06%
CHTR	D	0.06%
ETN	B	0.05%
KO	A	0.05%
RF	B	0.05%
MCHP	B	0.05%
SJM	F	0.05%
EMN	C	0.05%
ADP	B	0.05%
SF	B	0.05%
HRL	C	0.05%
ATO	C	0.05%
VRSK	A	0.05%
TGT	D	0.05%
BDX	F	0.05%
BERY	D	0.05%
SYF	C	0.05%
DLTR	F	0.05%
MRK	B	0.05%
GS	A	0.05%
MSFT	C	0.05%
ITW	D	0.04%
SPGI	B	0.04%
UHS	B	0.04%
DXC	F	0.04%
AMAT	B	0.04%
NTRS	C	0.04%
CMA	B	0.04%
BHP	C	0.04%
PPL	A	0.04%
FDX	D	0.04%
MLM	D	0.04%
WLK	C	0.04%
JBHT	F	0.04%
DOW	C	0.04%
VFC	F	0.04%
PH	D	0.04%
MA	D	0.04%
HON	A	0.04%
MOS	F	0.04%
RPRX	F	0.04%
FOXA	C	0.04%
JEF	A	0.04%
GSK	B	0.04%
NOC	C	0.04%
LUV	F	0.04%
DIS	D	0.04%
SBUX	F	0.04%
AXP	B	0.04%
HCA	C	0.04%
AMZN	C	0.04%
AAPL	B	0.04%
DELL	B	0.04%
AMCR	B	0.03%
TPR	D	0.03%
KEYS	C	0.03%
VMC	D	0.03%
HP	F	0.03%
DLR	C	0.03%
EA	F	0.03%
BWA	C	0.03%
PHM	B	0.03%
IFF	A	0.03%
SWKS	F	0.03%
EMR	B	0.03%
EQR	B	0.03%
HAS	C	0.03%
CLX	F	0.03%
MAIN	C	0.03%
TEL	A	0.03%
RL	D	0.03%
GP	F	0.03%
TME	B	0.03%
GWW	D	0.03%
FTNT	F	0.03%
BC	F	0.03%
LII	B	0.03%
JBL	F	0.03%
ED	A	0.03%
SNX	A	0.03%
AN	C	0.03%
LDOS	A	0.03%
MHK	C	0.03%
WB	C	0.03%
BAX	F	0.03%
CE	D	0.03%
FRT	C	0.03%
OPI	D	0.03%
FTV	D	0.03%
JD	C	0.03%
MSI	A	0.03%
AWH	F	0.03%
JCI	B	0.03%
IP	B	0.03%
PVH	D	0.03%
JHG	B	0.03%
VNT	D	0.03%
BKU	C	0.03%
VRSN	F	0.03%
KEY	B	0.03%
SWK	D	0.03%
DG	D	0.03%
LHX	A	0.03%
MKC	C	0.03%
DGX	A	0.03%
FANG	D	0.03%
EBAY	B	0.03%
EVRG	C	0.03%
AVT	B	0.03%
ALLY	B	0.03%
MDLZ	C	0.03%
HAL	F	0.03%
PXD	B	0.03%
TT	C	0.03%
MPC	D	0.03%
TMO	B	0.03%
VLO	D	0.03%
WMB	A	0.03%
LVS	F	0.03%
MU	B	0.03%
EPD	B	0.03%
EXC	C	0.03%
NVDA	B	0.03%
FIS	A	0.03%
PFE	D	0.03%
GOOGL	A	0.03%
PYPL	D	0.03%
ARCC	B	0.03%
BIDU	D	0.03%
USB	D	0.03%
CSCO	F	0.03%
HPE	C	0.03%
GE	C	0.03%
IBM	D	0.03%
WMT	A	0.03%
XOM	B	0.03%
C	A	0.03%
ABBV	D	0.03%
HSBC	B	0.03%
MS	B	0.03%
BAC	A	0.03%
TSLX	C	0.02%
TCPC	C	0.02%
FNB	B	0.02%
VLY	D	0.02%
SNV	B	0.02%
WAL	C	0.02%
ALLE	D	0.02%
ADI	B	0.02%
APD	D	0.02%
DOV	B	0.02%
LEG	F	0.02%
KSS	D	0.02%
SBRA	C	0.02%
OCSL	C	0.02%
EQH	B	0.02%
GXO	D	0.02%
HTGC	C	0.02%
NEU	D	0.02%
BCSF	C	0.02%
CTVA	C	0.02%
PSEC	C	0.02%
HES	C	0.02%
TRMB	D	0.02%
ADM	D	0.02%
KRC	C	0.02%
TKR	B	0.02%
OC	C	0.02%
ADSK	F	0.02%
JNPR	D	0.02%
RS	D	0.02%
PNW	C	0.02%
ILMN	F	0.02%
G	C	0.02%
HRB	B	0.02%
RPM	C	0.02%
EL	F	0.02%
GBDC	C	0.02%
FHN	B	0.02%
CF	F	0.02%
STLD	D	0.02%
DAL	C	0.02%
LLY	B	0.02%
LNT	B	0.02%
HOG	D	0.02%
PKG	C	0.02%
HUBB	D	0.02%
LAZ	B	0.02%
BR	C	0.02%
GSBD	C	0.02%
TDY	F	0.02%
BKH	C	0.02%
VOYA	B	0.02%
SLG	C	0.02%
NUE	D	0.02%
WPC	C	0.02%
WM	B	0.02%
MRVL	C	0.02%
ROK	F	0.02%
INTU	B	0.02%
BG	C	0.02%
NTAP	B	0.02%
KR	D	0.02%
SHW	D	0.02%
KMB	C	0.02%
A	A	0.02%
HII	D	0.02%
MCO	A	0.02%
LYB	D	0.02%
H	D	0.02%
ARE	C	0.02%
DHI	D	0.02%
CNP	B	0.02%
CNA	B	0.02%
NNN	B	0.02%
UAL	C	0.02%
EQIX	D	0.02%
WEC	B	0.02%
AWK	C	0.02%
R	C	0.02%
DVN	D	0.02%
TJX	B	0.02%
CAH	F	0.02%
HBAN	B	0.02%
SRE	B	0.02%
XEL	D	0.02%
MMM	A	0.02%
WAB	B	0.02%
SITC	B	0.02%
ORLY	D	0.02%
CFG	B	0.02%
NDAQ	C	0.02%
LEN	B	0.02%
EXPE	F	0.02%
BKNG	B	0.02%
PEG	B	0.02%
D	A	0.02%
ABT	F	0.02%
AMP	B	0.02%
LH	D	0.02%
SYK	D	0.02%
ROST	D	0.02%
AGR	A	0.02%
PM	A	0.02%
K	B	0.02%
ETR	A	0.02%
CNHI	F	0.02%
NXPI	B	0.02%
SPG	C	0.02%
HST	D	0.02%
GLPI	C	0.02%
STZ	D	0.02%
CRM	D	0.02%
MO	A	0.02%
GPN	F	0.02%
CAT	D	0.02%
CM	B	0.02%
TSN	B	0.02%
QCOM	B	0.02%
DUK	A	0.02%
ICE	C	0.02%
AL	C	0.02%
SYY	D	0.02%
UPS	D	0.02%
SLB	F	0.02%
GD	A	0.02%
RTX	B	0.02%
VOD	A	0.02%
PG	A	0.02%
AVGO	B	0.02%
KDP	B	0.02%
PNC	A	0.02%
MAR	D	0.02%
EOG	D	0.02%
BXP	C	0.02%
AER	B	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%
TFC	A	0.02%
LMT	B	0.02%
DFS	C	0.02%
VZ	C	0.02%
BMY	F	0.02%
JNJ	D	0.02%
RY	A	0.02%
CI	D	0.02%
MUFG	D	0.02%
CVX	C	0.02%
NWG	B	0.02%
INTC	F	0.02%
WFC	B	0.02%
JPM	B	0.02%
CHD	B	0.01%
NEM	B	0.01%
BEN	F	0.01%
VNO	F	0.01%
FE	B	0.01%
ALB	D	0.01%
PDM	C	0.01%
ARW	C	0.01%
CSL	B	0.01%
OGE	A	0.01%
MAA	C	0.01%
O	C	0.01%
CSX	D	0.01%
OHI	C	0.01%
EFX	C	0.01%
RSG	D	0.01%
ROP	C	0.01%
AEP	A	0.01%
CP	D	0.01%
DHR	A	0.01%
NKE	F	0.01%
WRK	B	0.01%
MTB	B	0.01%
ES	C	0.01%
PSA	C	0.01%
AVB	B	0.01%
CPB	C	0.01%
PPG	D	0.01%
HSY	C	0.01%
AMG	D	0.01%
OGS	C	0.01%
LRCX	C	0.01%
PAA	D	0.01%
APTV	D	0.01%
HUM	D	0.01%
MCK	B	0.01%
ADBE	F	0.01%
KMI	A	0.01%
VTR	B	0.01%
NFG	B	0.01%
SCHW	B	0.01%
CAG	C	0.01%
GIS	C	0.01%
DTE	A	0.01%
LOW	D	0.01%
STT	B	0.01%
CCI	C	0.01%
FITB	B	0.01%
HD	D	0.01%
BK	A	0.01%
PSX	D	0.01%
UNH	C	0.01%
AMGN	B	0.01%
BMO	B	0.01%
TD	F	0.01%
AMT	C	0.01%
COF	D	0.01%
AZN	B	0.01%
MCD	D	0.01%
GM	A	0.01%
ZBH	D	0.01%
CVS	F	0.01%
T	B	0.01%
CMCSA	F	0.01%
BA	D	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	D	0.0%
PCAR	D	0.0%
KIM	C	0.0%
WHR	F	0.0%
FLEX	C	0.0%
CUBE	C	0.0%
APH	B	0.0%
AZO	D	0.0%
ESS	B	0.0%
BDN	C	0.0%
BRX	C	0.0%
NSC	D	0.0%
WU	D	0.0%
IVZ	C	0.0%
TXT	D	0.0%
TXN	A	0.0%
CL	B	0.0%
UNP	B	0.0%
LIN	D	0.0%
OKE	A	0.0%
WELL	A	0.0%
BSX	A	0.0%
EIX	A	0.0%
AES	B	0.0%
DOC	B	0.0%
FSK	B	0.0%
MPLX	D	0.0%
DE	D	0.0%
SO	A	0.0%
NEE	B	0.0%

SCHJ Underweight 26 Positions Relative to KIE

Symbol	Grade	Weight
OSCR	C	-3.04%
AXS	B	-2.45%
ACGL	B	-2.42%
PGR	D	-2.33%
MKL	A	-2.32%
FNF	C	-2.22%
EG	C	-2.22%
HIG	B	-2.21%
AFG	B	-2.18%
CINF	D	-2.15%
RLI	B	-2.15%
TRV	D	-2.13%
ERIE	C	-2.09%
AJG	A	-2.09%
RYAN	B	-2.06%
SIGI	F	-2.03%
WRB	D	-2.0%
WTW	D	-1.98%
PRI	D	-1.89%
BHF	F	-1.71%
GNW	C	-1.69%
KNSL	F	-1.58%
GL	F	-1.55%
WTM	D	-1.32%
ESGR	B	-1.32%
PLMR	B	-0.92%