SCHJ vs. USXF ETF Comparison

Comparison of HCM Defender 500 Index ETF (SCHJ) to iShares ESG Advanced MSCI USA ETF (USXF)

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

USXF

iShares ESG Advanced MSCI USA ETF

USXF Description

The investment seeks to track the investment results of the MSCI USA Choice ESG Screened Index (the “underlying index”). The underlying index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of large- and mid-capitalization U.S. companies with favorable environmental, social and governance (“ESG”) ratings while applying extensive screens, including removing fossil fuel exposure. The fund generally will invest at least 90% of its assets in the component securities of the underlying index. It is non-diversified.

Grade (RS Rating)

Last Trade

$51.89

Average Daily Volume

82,986

Number of Holdings ^*

347

* may have additional holdings in another (foreign) market

Performance

Period	SCHJ	USXF
30 Days	-0.36%	3.47%
60 Days	-0.92%	6.46%
90 Days	0.10%	6.86%
12 Months	6.61%	38.85%

168 Overlapping Holdings

Symbol	Grade	Weight in SCHJ	Weight in USXF	Overlap
A	D	0.02%	0.18%	0.02%
ADBE	C	0.01%	1.06%	0.01%
ADI	D	0.02%	0.5%	0.02%
ADP	B	0.05%	0.58%	0.05%
ADSK	A	0.02%	0.32%	0.02%
AFL	B	0.01%	0.29%	0.01%
AIG	B	0.04%	0.24%	0.04%
AIZ	A	0.02%	0.05%	0.02%
ALLE	D	0.02%	0.06%	0.02%
ALLY	C	0.03%	0.05%	0.03%
AMAT	F	0.04%	0.67%	0.04%
AMGN	D	0.01%	0.72%	0.01%
AMP	A	0.02%	0.27%	0.02%
AMT	D	0.01%	0.45%	0.01%
AON	A	0.02%	0.36%	0.02%
APD	A	0.02%	0.35%	0.02%
APH	A	0.0%	0.41%	0.0%
ARE	D	0.02%	0.08%	0.02%
AVB	B	0.01%	0.16%	0.01%
AVGO	D	0.02%	3.51%	0.02%
AWK	D	0.02%	0.13%	0.02%
AXP	A	0.04%	0.79%	0.04%
AZO	C	0.0%	0.26%	0.0%
BEN	C	0.01%	0.03%	0.01%
BIIB	F	0.1%	0.11%	0.1%
BK	A	0.01%	0.28%	0.01%
BKNG	A	0.02%	0.81%	0.02%
BLK	C	0.07%	0.73%	0.07%
BR	A	0.02%	0.13%	0.02%
BRO	B	0.01%	0.13%	0.01%
BXP	D	0.02%	0.06%	0.02%
CAG	D	0.01%	0.06%	0.01%
CB	C	0.02%	0.53%	0.02%
CCI	D	0.01%	0.22%	0.01%
CF	B	0.02%	0.08%	0.02%
CHD	B	0.01%	0.13%	0.01%
CHTR	C	0.06%	0.17%	0.06%
CLX	B	0.03%	0.1%	0.03%
CMCSA	B	0.01%	0.8%	0.01%
CME	A	0.07%	0.4%	0.07%
CMI	A	0.0%	0.24%	0.0%
CNH	C	0.02%	0.05%	0.02%
COF	B	0.01%	0.33%	0.01%
CPB	D	0.01%	0.04%	0.01%
CSL	C	0.01%	0.1%	0.01%
DE	A	0.0%	0.5%	0.0%
DFS	B	0.02%	0.21%	0.02%
DG	F	0.03%	0.08%	0.03%
DGX	A	0.03%	0.09%	0.03%
DHI	D	0.02%	0.23%	0.02%
DHR	F	0.01%	0.74%	0.01%
DLR	B	0.03%	0.29%	0.03%
DOC	D	0.0%	0.07%	0.0%
DOV	A	0.02%	0.13%	0.02%
EA	A	0.03%	0.2%	0.03%
EBAY	D	0.03%	0.15%	0.03%
EL	F	0.02%	0.07%	0.02%
EQIX	A	0.02%	0.42%	0.02%
EQR	B	0.03%	0.12%	0.03%
ETN	A	0.05%	0.7%	0.05%
FIS	C	0.03%	0.23%	0.03%
FTNT	C	0.03%	0.28%	0.03%
FTV	C	0.03%	0.13%	0.03%
GIS	D	0.01%	0.17%	0.01%
GPN	B	0.02%	0.14%	0.02%
GWW	B	0.03%	0.25%	0.03%
H	B	0.02%	0.03%	0.02%
HBAN	A	0.02%	0.12%	0.02%
HCA	F	0.04%	0.32%	0.04%
HD	A	0.01%	1.94%	0.01%
HPE	B	0.03%	0.13%	0.03%
HRL	D	0.05%	0.04%	0.04%
HST	C	0.02%	0.06%	0.02%
HUBB	B	0.02%	0.12%	0.02%
HUM	C	0.01%	0.16%	0.01%
ICE	C	0.02%	0.43%	0.02%
IFF	D	0.03%	0.11%	0.03%
ILMN	D	0.02%	0.1%	0.02%
INTC	D	0.02%	0.49%	0.02%
INTU	C	0.02%	0.86%	0.02%
IP	B	0.03%	0.09%	0.03%
ITW	B	0.04%	0.38%	0.04%
JBHT	C	0.04%	0.07%	0.04%
JBL	B	0.03%	0.07%	0.03%
JNPR	F	0.02%	0.05%	0.02%
K	A	0.02%	0.11%	0.02%
KDP	D	0.02%	0.17%	0.02%
KEY	B	0.03%	0.09%	0.03%
KEYS	A	0.03%	0.13%	0.03%
KIM	A	0.0%	0.08%	0.0%
KLAC	D	0.07%	0.4%	0.07%
LII	A	0.03%	0.1%	0.03%
LIN	D	0.0%	1.03%	0.0%
LOW	D	0.01%	0.71%	0.01%
LRCX	F	0.01%	0.44%	0.01%
MA	C	0.04%	2.07%	0.04%
MCHP	D	0.05%	0.17%	0.05%
MCO	B	0.02%	0.37%	0.02%
MKC	D	0.03%	0.09%	0.03%
MLM	B	0.04%	0.17%	0.04%
MMC	B	0.02%	0.52%	0.02%
MOS	F	0.04%	0.04%	0.04%
MRVL	B	0.02%	0.37%	0.02%
MS	A	0.03%	0.77%	0.03%
MTB	A	0.01%	0.17%	0.01%
MU	D	0.03%	0.52%	0.03%
NDAQ	A	0.02%	0.17%	0.02%
NEM	D	0.01%	0.24%	0.01%
NTAP	C	0.02%	0.12%	0.02%
NTRS	A	0.04%	0.11%	0.04%
NVDA	C	0.03%	17.37%	0.03%
NXPI	D	0.02%	0.27%	0.02%
OC	A	0.02%	0.08%	0.02%
OMC	C	0.02%	0.09%	0.02%
ORLY	B	0.02%	0.34%	0.02%
OTIS	C	0.07%	0.2%	0.07%
PCAR	B	0.0%	0.28%	0.0%
PFG	D	0.02%	0.1%	0.02%
PH	A	0.04%	0.43%	0.04%
PHM	D	0.03%	0.13%	0.03%
PKG	A	0.02%	0.1%	0.02%
PNC	B	0.02%	0.39%	0.02%
PPG	F	0.01%	0.14%	0.01%
PRU	A	0.01%	0.22%	0.01%
PSA	D	0.01%	0.25%	0.01%
PYPL	B	0.03%	0.4%	0.03%
QCOM	F	0.02%	0.88%	0.02%
RF	A	0.05%	0.12%	0.05%
ROK	B	0.02%	0.15%	0.02%
ROP	B	0.01%	0.28%	0.01%
ROST	C	0.02%	0.22%	0.02%
RPM	A	0.02%	0.08%	0.02%
RPRX	D	0.04%	0.05%	0.04%
RS	B	0.02%	0.08%	0.02%
RSG	A	0.01%	0.22%	0.01%
SCHW	B	0.01%	0.58%	0.01%
SHW	A	0.02%	0.43%	0.02%
SJM	D	0.05%	0.06%	0.05%
SPG	B	0.02%	0.28%	0.02%
SPGI	C	0.04%	0.77%	0.04%
STLD	B	0.02%	0.1%	0.02%
STT	A	0.01%	0.14%	0.01%
SWK	D	0.03%	0.06%	0.03%
SWKS	F	0.03%	0.06%	0.03%
SYF	B	0.05%	0.12%	0.05%
SYK	C	0.02%	0.64%	0.02%
TEL	B	0.03%	0.21%	0.03%
TFC	A	0.02%	0.3%	0.02%
TGT	F	0.05%	0.35%	0.05%
TJX	A	0.02%	0.65%	0.02%
TRMB	B	0.02%	0.08%	0.02%
TT	A	0.03%	0.45%	0.03%
TXN	C	0.0%	0.88%	0.0%
USB	A	0.03%	0.38%	0.03%
V	A	0.09%	2.36%	0.09%
VMC	B	0.03%	0.18%	0.03%
VRSK	A	0.05%	0.19%	0.05%
VRSN	F	0.03%	0.08%	0.03%
VTR	C	0.01%	0.13%	0.01%
VZ	C	0.02%	0.85%	0.02%
WAB	B	0.02%	0.17%	0.02%
WBA	F	0.06%	0.03%	0.03%
WELL	A	0.0%	0.4%	0.0%
WLK	D	0.04%	0.02%	0.02%
WM	A	0.02%	0.42%	0.02%
WPC	D	0.02%	0.06%	0.02%
ZBH	C	0.01%	0.11%	0.01%
ZTS	D	0.02%	0.38%	0.02%

SCHJ Overweight 268 Positions Relative to USXF

Symbol	Grade	Weight
HPQ	B	0.1%
CARR	D	0.1%
MDT	D	0.1%
COP	C	0.09%
BABA	D	0.09%
DD	D	0.09%
TAP	C	0.08%
STLA	F	0.07%
GILD	C	0.07%
NI	A	0.06%
TMUS	B	0.06%
ORCL	B	0.06%
KO	D	0.05%
EMN	D	0.05%
SF	B	0.05%
ATO	A	0.05%
BDX	F	0.05%
BERY	B	0.05%
DLTR	F	0.05%
MRK	F	0.05%
GS	A	0.05%
MSFT	F	0.05%
UHS	D	0.04%
DXC	B	0.04%
CMA	A	0.04%
BHP	F	0.04%
PPL	B	0.04%
FDX	B	0.04%
DOW	F	0.04%
VFC	C	0.04%
HON	B	0.04%
FOXA	B	0.04%
JEF	A	0.04%
GSK	F	0.04%
NOC	D	0.04%
LUV	C	0.04%
DIS	B	0.04%
SBUX	A	0.04%
AMZN	C	0.04%
AAPL	C	0.04%
DELL	C	0.04%
AMCR	D	0.03%
TPR	B	0.03%
FAF	A	0.03%
HP	B	0.03%
THG	A	0.03%
BWA	D	0.03%
EMR	A	0.03%
KMPR	B	0.03%
HAS	D	0.03%
MAIN	A	0.03%
RL	B	0.03%
GP	F	0.03%
ORI	A	0.03%
TME	D	0.03%
BC	C	0.03%
ED	D	0.03%
SNX	C	0.03%
AN	C	0.03%
LDOS	C	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%
JD	D	0.03%
MSI	B	0.03%
AWH	F	0.03%
JCI	C	0.03%
PVH	C	0.03%
JHG	A	0.03%
VNT	B	0.03%
BKU	A	0.03%
CNO	A	0.03%
ALL	A	0.03%
LHX	C	0.03%
FANG	D	0.03%
EVRG	A	0.03%
AVT	C	0.03%
MDLZ	F	0.03%
HAL	C	0.03%
MPC	D	0.03%
TMO	F	0.03%
VLO	C	0.03%
WMB	A	0.03%
LVS	C	0.03%
EPD	A	0.03%
EXC	C	0.03%
PFE	D	0.03%
GOOGL	C	0.03%
ARCC	A	0.03%
BIDU	F	0.03%
CSCO	B	0.03%
GE	D	0.03%
IBM	C	0.03%
WMT	A	0.03%
XOM	B	0.03%
C	A	0.03%
ABBV	D	0.03%
HSBC	B	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%
LEG	F	0.02%
RGA	A	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%
AGO	B	0.02%
RNR	C	0.02%
HES	B	0.02%
ADM	D	0.02%
KRC	C	0.02%
TKR	D	0.02%
PNW	B	0.02%
G	B	0.02%
HRB	D	0.02%
GBDC	C	0.02%
FHN	A	0.02%
DAL	C	0.02%
LLY	F	0.02%
LNC	B	0.02%
LNT	A	0.02%
HOG	D	0.02%
UNM	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%
NUE	C	0.02%
BG	F	0.02%
L	A	0.02%
KR	B	0.02%
KMB	D	0.02%
HII	D	0.02%
LYB	F	0.02%
CNP	B	0.02%
CNA	B	0.02%
NNN	D	0.02%
UAL	A	0.02%
WEC	A	0.02%
R	B	0.02%
DVN	F	0.02%
CAH	B	0.02%
SRE	A	0.02%
XEL	A	0.02%
MMM	D	0.02%
SITC	D	0.02%
CFG	B	0.02%
LEN	D	0.02%
EXPE	B	0.02%
PEG	A	0.02%
D	C	0.02%
ABT	B	0.02%
LH	C	0.02%
AGR	B	0.02%
PM	B	0.02%
ETR	B	0.02%
MET	A	0.02%
GLPI	C	0.02%
STZ	D	0.02%
CRM	B	0.02%
MO	A	0.02%
CAT	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%
SLB	C	0.02%
GD	F	0.02%
RTX	C	0.02%
VOD	F	0.02%
PG	A	0.02%
MAR	B	0.02%
EOG	A	0.02%
AER	B	0.02%
BNS	A	0.02%
DB	D	0.02%
PEP	F	0.02%
PCG	A	0.02%
LMT	D	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%
WFC	A	0.02%
JPM	A	0.02%
VNO	B	0.01%
FE	C	0.01%
ALB	C	0.01%
PDM	D	0.01%
ARW	D	0.01%
OGE	B	0.01%
MAA	B	0.01%
O	D	0.01%
CSX	B	0.01%
OHI	C	0.01%
EFX	F	0.01%
AEP	D	0.01%
CP	D	0.01%
NKE	D	0.01%
WEST	C	0.01%
ES	D	0.01%
HSY	F	0.01%
AMG	B	0.01%
OGS	A	0.01%
PAA	B	0.01%
APTV	D	0.01%
MCK	B	0.01%
KMI	A	0.01%
NFG	A	0.01%
DTE	C	0.01%
FITB	A	0.01%
PSX	C	0.01%
UNH	C	0.01%
BMO	A	0.01%
TD	F	0.01%
AZN	D	0.01%
MCD	D	0.01%
GM	B	0.01%
CVS	D	0.01%
T	A	0.01%
BA	F	0.01%
FCNCA	A	0.0%
CTRA	B	0.0%
COST	B	0.0%
CMS	C	0.0%
AEE	A	0.0%
SCCO	F	0.0%
WHR	B	0.0%
FLEX	A	0.0%
CUBE	D	0.0%
ESS	B	0.0%
BDN	C	0.0%
BRX	A	0.0%
NSC	B	0.0%
WU	D	0.0%
IVZ	B	0.0%
TXT	D	0.0%
CL	D	0.0%
UNP	C	0.0%
OKE	A	0.0%
BSX	B	0.0%
EIX	B	0.0%
AES	F	0.0%
FSK	A	0.0%
MPLX	A	0.0%
SO	D	0.0%
NEE	D	0.0%

SCHJ Underweight 179 Positions Relative to USXF

Symbol	Grade	Weight
AMD	F	-1.08%
NOW	A	-1.01%
PGR	A	-0.72%
PANW	C	-0.6%
FI	A	-0.6%
VRTX	F	-0.56%
PLD	D	-0.51%
ANET	C	-0.48%
GEV	B	-0.45%
ELV	F	-0.44%
MELI	D	-0.42%
REGN	F	-0.39%
CRWD	B	-0.39%
CDNS	B	-0.39%
SNPS	B	-0.39%
CTAS	B	-0.38%
CRH	A	-0.33%
APO	B	-0.32%
MSTR	C	-0.32%
AJG	B	-0.31%
HLT	A	-0.3%
TRV	B	-0.29%
RCL	A	-0.28%
FICO	B	-0.27%
DASH	A	-0.26%
URI	B	-0.26%
WDAY	B	-0.26%
VRT	B	-0.24%
WCN	A	-0.23%
PWR	A	-0.23%
CPRT	A	-0.23%
AME	A	-0.22%
HWM	A	-0.22%
KVUE	A	-0.22%
PAYX	C	-0.22%
FAST	B	-0.22%
AXON	A	-0.21%
CBRE	B	-0.2%
FERG	B	-0.2%
IR	B	-0.2%
ODFL	B	-0.2%
EW	C	-0.2%
GLW	B	-0.19%
SNOW	C	-0.19%
TEAM	A	-0.19%
IT	C	-0.19%
DDOG	A	-0.18%
YUM	B	-0.18%
CTSH	B	-0.18%
HIG	B	-0.17%
IQV	D	-0.17%
RMD	C	-0.17%
GEHC	F	-0.17%
ACGL	D	-0.17%
VEEV	C	-0.16%
HUBS	A	-0.16%
IRM	D	-0.16%
LULU	C	-0.16%
IDXX	F	-0.16%
WTW	B	-0.15%
GRMN	B	-0.15%
RJF	A	-0.15%
MPWR	F	-0.14%
ON	D	-0.14%
NET	B	-0.14%
TSCO	D	-0.14%
CSGP	D	-0.14%
ANSS	B	-0.14%
XYL	D	-0.14%
ALNY	D	-0.14%
DXCM	D	-0.14%
TROW	B	-0.13%
GDDY	A	-0.13%
NVR	D	-0.13%
DECK	A	-0.13%
SW	A	-0.13%
EME	C	-0.12%
MTD	D	-0.12%
TYL	B	-0.12%
VLTO	D	-0.12%
WST	C	-0.11%
WBD	C	-0.11%
PTC	A	-0.11%
CDW	F	-0.11%
LPLA	A	-0.11%
SBAC	D	-0.11%
WAT	B	-0.1%
INVH	D	-0.1%
STE	F	-0.1%
MDB	C	-0.1%
WDC	D	-0.1%
CBOE	B	-0.1%
LYV	A	-0.1%
BLDR	D	-0.1%
BBY	D	-0.09%
BAH	F	-0.09%
FDS	B	-0.09%
HOLX	D	-0.09%
PODD	C	-0.09%
WSO	A	-0.09%
ZS	C	-0.09%
BALL	D	-0.09%
TRU	D	-0.09%
SNA	A	-0.09%
FSLR	F	-0.09%
DRI	B	-0.09%
STX	D	-0.09%
ZBRA	B	-0.09%
TWLO	A	-0.08%
AVY	D	-0.08%
ALGN	D	-0.08%
EG	C	-0.08%
TER	D	-0.08%
DOCU	A	-0.08%
ULTA	F	-0.08%
GEN	B	-0.08%
MOH	F	-0.08%
EXPD	D	-0.08%
MANH	D	-0.08%
MAS	D	-0.08%
GPC	D	-0.08%
FWONK	B	-0.08%
IEX	B	-0.08%
PNR	A	-0.08%
WSM	B	-0.08%
NDSN	B	-0.07%
POOL	C	-0.07%
FFIV	B	-0.07%
ROL	B	-0.07%
DT	C	-0.07%
ACM	A	-0.07%
ENTG	D	-0.07%
UTHR	C	-0.07%
DPZ	C	-0.07%
TOST	B	-0.07%
PSTG	D	-0.07%
INCY	C	-0.06%
KMX	B	-0.06%
DAY	B	-0.06%
BMRN	D	-0.06%
CG	A	-0.06%
NBIX	C	-0.06%
OKTA	C	-0.06%
MRNA	F	-0.06%
AMH	D	-0.06%
JKHY	D	-0.06%
CHRW	C	-0.06%
REG	B	-0.06%
EPAM	C	-0.06%
AVTR	F	-0.06%
AKAM	D	-0.06%
RVTY	F	-0.06%
CRL	C	-0.05%
HSIC	B	-0.05%
SOLV	C	-0.05%
NLY	C	-0.05%
EXAS	D	-0.05%
LKQ	D	-0.05%
MKTX	D	-0.05%
IPG	D	-0.05%
TECH	D	-0.05%
CTLT	B	-0.05%
LW	C	-0.05%
IOT	A	-0.05%
CCK	C	-0.05%
PAYC	B	-0.05%
BSY	D	-0.04%
DVA	B	-0.04%
ENPH	F	-0.04%
TTC	D	-0.04%
AOS	F	-0.04%
TFX	F	-0.04%
KNX	B	-0.04%
FBIN	D	-0.04%
UHAL	D	-0.03%
QRVO	F	-0.03%
BIO	D	-0.03%
BBWI	D	-0.03%
AZPN	A	-0.03%