SCHJ vs. STOT ETF Comparison

Comparison of HCM Defender 500 Index ETF (SCHJ) to SPDR DoubleLine Short Duration Total Return Tactical ETF (STOT)

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

$48.34

Average Daily Volume

35,149

Number of Holdings ^*

437

* may have additional holdings in another (foreign) market

STOT

SPDR DoubleLine Short Duration Total Return Tactical ETF

STOT Description

The SPDR DoubleLine Short Duration Total Return Tactical ETF seeks to maximize current income with a dollar-weighted average effective duration between one and three years.

Grade (RS Rating)

Last Trade

$46.80

Average Daily Volume

27,536

Number of Holdings ^*

142

* may have additional holdings in another (foreign) market

Performance

Period	SCHJ	STOT
30 Days	0.58%	0.47%
60 Days	1.90%	0.97%
90 Days	1.48%	1.05%
12 Months	5.83%	5.75%

48 Overlapping Holdings

Symbol	Grade	Weight in SCHJ	Weight in STOT	Overlap
ABBV	B	0.03%	0.13%	0.03%
ATO	C	0.05%	0.13%	0.05%
BA	D	0.01%	0.27%	0.01%
BAC	A	0.03%	0.09%	0.03%
BERY	C	0.05%	0.26%	0.05%
BNS	D	0.02%	0.21%	0.02%
C	D	0.03%	0.27%	0.03%
CAG	D	0.01%	0.28%	0.01%
CARR	B	0.1%	0.28%	0.1%
CF	D	0.02%	0.05%	0.02%
CHTR	C	0.06%	0.04%	0.04%
CM	C	0.02%	0.18%	0.02%
COF	D	0.01%	0.06%	0.01%
DELL	B	0.04%	0.26%	0.04%
DLTR	F	0.05%	0.28%	0.05%
DTE	B	0.01%	0.02%	0.01%
EIX	B	0.0%	0.27%	0.0%
ETR	C	0.02%	0.28%	0.02%
GM	B	0.01%	0.27%	0.01%
GS	B	0.05%	0.28%	0.05%
H	C	0.02%	0.24%	0.02%
HCA	A	0.04%	0.28%	0.04%
JPM	C	0.02%	0.1%	0.02%
KDP	B	0.02%	0.28%	0.02%
LUV	B	0.04%	0.28%	0.04%
MAR	C	0.02%	0.28%	0.02%
MCHP	C	0.05%	0.28%	0.05%
MMC	A	0.02%	0.28%	0.02%
MS	B	0.03%	0.27%	0.03%
OMC	D	0.02%	0.28%	0.02%
PCG	B	0.02%	0.01%	0.01%
PXD	B	0.03%	0.28%	0.03%
RPRX	D	0.04%	0.28%	0.04%
RSG	C	0.01%	0.28%	0.01%
RY	B	0.02%	0.29%	0.02%
SLB	F	0.02%	0.27%	0.02%
T	B	0.01%	0.29%	0.01%
TD	F	0.01%	0.27%	0.01%
TFC	D	0.02%	0.27%	0.02%
TMO	C	0.03%	0.28%	0.03%
TMUS	B	0.06%	0.01%	0.01%
UAL	C	0.02%	0.06%	0.02%
UNH	C	0.01%	0.15%	0.01%
VLO	D	0.03%	0.27%	0.03%
VZ	C	0.02%	0.29%	0.02%
WELL	A	0.0%	0.29%	0.0%
WFC	D	0.02%	0.28%	0.02%
WPC	D	0.02%	0.26%	0.02%

SCHJ Overweight 389 Positions Relative to STOT

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

SCHJ Underweight 94 Positions Relative to STOT

Symbol	Grade	Weight
B	B	-2.8%
FR	D	-0.79%
FNA	F	-0.56%
AVTR	D	-0.32%
CPS	F	-0.31%
BCC	D	-0.26%
ELAN	B	-0.26%
LMAT	A	-0.24%
UPST	D	-0.24%
SSNC	D	-0.23%
VST	B	-0.22%
GDDY	B	-0.22%
REYN	C	-0.22%
AXTA	B	-0.22%
WMG	D	-0.22%
YUM	C	-0.22%
IQV	D	-0.21%
ENR	D	-0.18%
REZI	D	-0.16%
AAL	F	-0.15%
KAR	D	-0.15%
CABO	F	-0.15%
CCL	C	-0.13%
ESI	B	-0.12%
BHF	F	-0.12%
KREF	F	-0.12%
CHK	D	-0.1%
TIGO	B	-0.1%
FUN	A	-0.1%
TRTX	B	-0.1%
BRSP	F	-0.08%
BYD	D	-0.08%
CNC	D	-0.07%
POST	D	-0.07%
NRG	B	-0.07%
SPH	B	-0.07%
BXMT	F	-0.07%
IRM	A	-0.07%
GT	F	-0.06%
NLY	A	-0.06%
FN	B	-0.06%
GPMT	D	-0.05%
GFF	D	-0.05%
CNX	B	-0.05%
SAH	B	-0.05%
SXC	D	-0.05%
STWD	D	-0.05%
GLT	F	-0.05%
NGL	D	-0.05%
PFSI	B	-0.05%
AXL	D	-0.04%
CLH	A	-0.04%
HESM	C	-0.04%
OPCH	D	-0.04%
APA	F	-0.04%
USAC	D	-0.04%
VSCO	D	-0.04%
ICLR	B	-0.04%
WFRD	D	-0.03%
BANC	D	-0.03%
CCO	F	-0.03%
THC	B	-0.03%
CYH	C	-0.03%
BALY	F	-0.03%
KHC	D	-0.03%
CTLT	D	-0.02%
UNIT	F	-0.02%
IEP	F	-0.02%
EQT	C	-0.02%
WD	C	-0.02%
OVV	D	-0.02%
COTY	F	-0.02%
WES	B	-0.02%
SWN	D	-0.02%
PFGC	D	-0.02%
PPC	C	-0.02%
OMF	D	-0.02%
UBER	C	-0.02%
OXY	D	-0.02%
COMM	D	-0.02%
MSC	C	-0.02%
IHRT	F	-0.01%
BTU	D	-0.01%
AM	B	-0.01%
RCMT	F	-0.01%
NAVI	F	-0.01%
TGI	C	-0.01%
UAN	C	-0.01%
FYBR	B	-0.01%
TDG	B	-0.01%
SUN	D	-0.01%
RIG	F	-0.01%
BX	C	-0.01%
NXST	D	-0.01%