SCHJ vs. VFMV ETF Comparison

Comparison of HCM Defender 500 Index ETF (SCHJ) to Vanguard U.S. Minimum Volatility ETF (VFMV)

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

VFMV

Vanguard U.S. Minimum Volatility ETF

VFMV Description

The investment seeks to provide long-term capital appreciation with lower volatility relative to the broad U.S. equity market. The fund invests primarily in a group of U.S. common stocks that together are deemed by the advisor to have the potential to generate lower volatility relative to the broad U.S. equity market. The portfolio will include a diverse mix of companies representing many different market sectors and industry groups. Under normal circumstances, at least 80% of the fund's assets will be invested in securities issued by U.S. companies.

Grade (RS Rating)

Last Trade

$126.54

Average Daily Volume

6,907

Number of Holdings ^*

165

* may have additional holdings in another (foreign) market

Performance

Period	SCHJ	VFMV
30 Days	-0.36%	3.75%
60 Days	-0.92%	4.37%
90 Days	0.10%	5.38%
12 Months	6.61%	27.52%

75 Overlapping Holdings

Symbol	Grade	Weight in SCHJ	Weight in VFMV	Overlap
AAPL	C	0.04%	0.54%	0.04%
ABBV	D	0.03%	0.74%	0.03%
ABT	B	0.02%	1.49%	0.02%
ADI	D	0.02%	1.5%	0.02%
AEE	A	0.0%	0.19%	0.0%
AMAT	F	0.04%	0.08%	0.04%
AMGN	D	0.01%	0.14%	0.01%
AVGO	D	0.02%	0.64%	0.02%
AZO	C	0.0%	0.34%	0.0%
BSX	B	0.0%	0.75%	0.0%
CAH	B	0.02%	0.64%	0.02%
CB	C	0.02%	0.07%	0.02%
CHD	B	0.01%	1.44%	0.01%
CI	F	0.02%	0.11%	0.02%
CL	D	0.0%	1.05%	0.0%
CME	A	0.07%	1.14%	0.07%
CMS	C	0.0%	0.03%	0.0%
CNA	B	0.02%	0.04%	0.02%
CSCO	B	0.03%	1.25%	0.03%
CVX	A	0.02%	0.9%	0.02%
DTE	C	0.01%	0.03%	0.01%
DUK	C	0.02%	1.42%	0.02%
EA	A	0.03%	1.16%	0.03%
ED	D	0.03%	1.44%	0.03%
FANG	D	0.03%	0.3%	0.03%
FE	C	0.01%	0.77%	0.01%
GD	F	0.02%	1.14%	0.02%
GILD	C	0.07%	0.83%	0.07%
GIS	D	0.01%	1.0%	0.01%
GOOGL	C	0.03%	0.64%	0.03%
HPQ	B	0.1%	0.96%	0.1%
HSY	F	0.01%	0.36%	0.01%
IBM	C	0.03%	1.52%	0.03%
JNJ	D	0.02%	1.49%	0.02%
JPM	A	0.02%	0.05%	0.02%
KLAC	D	0.07%	0.07%	0.07%
KMI	A	0.01%	0.2%	0.01%
KO	D	0.05%	1.4%	0.05%
LIN	D	0.0%	0.24%	0.0%
LLY	F	0.02%	0.32%	0.02%
LMT	D	0.02%	1.47%	0.02%
MCD	D	0.01%	0.79%	0.01%
MCK	B	0.01%	1.52%	0.01%
MDLZ	F	0.03%	0.28%	0.03%
MO	A	0.02%	0.24%	0.02%
MRK	F	0.05%	1.46%	0.05%
MSFT	F	0.05%	1.3%	0.05%
MSI	B	0.03%	0.03%	0.03%
MU	D	0.03%	0.02%	0.02%
NEU	C	0.02%	0.4%	0.02%
NOC	D	0.04%	1.17%	0.04%
NTAP	C	0.02%	1.37%	0.02%
ORLY	B	0.02%	1.11%	0.02%
PEP	F	0.02%	0.04%	0.02%
PFE	D	0.03%	0.32%	0.03%
PG	A	0.02%	1.48%	0.02%
PSX	C	0.01%	0.1%	0.01%
QCOM	F	0.02%	0.25%	0.02%
ROP	B	0.01%	1.33%	0.01%
RSG	A	0.01%	1.2%	0.01%
RTX	C	0.02%	1.06%	0.02%
SO	D	0.0%	1.38%	0.0%
T	A	0.01%	1.41%	0.01%
TJX	A	0.02%	1.27%	0.02%
TMUS	B	0.06%	1.43%	0.06%
TXN	C	0.0%	1.48%	0.0%
UNH	C	0.01%	0.75%	0.01%
UNM	A	0.02%	0.06%	0.02%
V	A	0.09%	0.35%	0.09%
VZ	C	0.02%	1.0%	0.02%
WEC	A	0.02%	0.45%	0.02%
WM	A	0.02%	1.06%	0.02%
WMB	A	0.03%	0.37%	0.03%
WMT	A	0.03%	1.08%	0.03%
XOM	B	0.03%	1.23%	0.03%

SCHJ Overweight 361 Positions Relative to VFMV

Symbol	Grade	Weight
CARR	D	0.1%
MDT	D	0.1%
BIIB	F	0.1%
COP	C	0.09%
BABA	D	0.09%
DD	D	0.09%
TAP	C	0.08%
OTIS	C	0.07%
BLK	C	0.07%
STLA	F	0.07%
NI	A	0.06%
WBA	F	0.06%
ORCL	B	0.06%
CHTR	C	0.06%
ETN	A	0.05%
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%
VRSK	A	0.05%
TGT	F	0.05%
BDX	F	0.05%
BERY	B	0.05%
SYF	B	0.05%
DLTR	F	0.05%
GS	A	0.05%
ITW	B	0.04%
SPGI	C	0.04%
UHS	D	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%
WLK	D	0.04%
JBHT	C	0.04%
DOW	F	0.04%
VFC	C	0.04%
PH	A	0.04%
MA	C	0.04%
HON	B	0.04%
MOS	F	0.04%
RPRX	D	0.04%
FOXA	B	0.04%
JEF	A	0.04%
GSK	F	0.04%
LUV	C	0.04%
DIS	B	0.04%
SBUX	A	0.04%
AXP	A	0.04%
HCA	F	0.04%
AIG	B	0.04%
AMZN	C	0.04%
DELL	C	0.04%
AMCR	D	0.03%
TPR	B	0.03%
FAF	A	0.03%
KEYS	A	0.03%
VMC	B	0.03%
HP	B	0.03%
THG	A	0.03%
DLR	B	0.03%
BWA	D	0.03%
PHM	D	0.03%
IFF	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%
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	B	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%
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%
ALL	A	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%
AVT	C	0.03%
ALLY	C	0.03%
HAL	C	0.03%
TT	A	0.03%
MPC	D	0.03%
TMO	F	0.03%
VLO	C	0.03%
LVS	C	0.03%
EPD	A	0.03%
EXC	C	0.03%
NVDA	C	0.03%
FIS	C	0.03%
PYPL	B	0.03%
ARCC	A	0.03%
BIDU	F	0.03%
USB	A	0.03%
HPE	B	0.03%
GE	D	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%
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%
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	C	0.02%
TKR	D	0.02%
OC	A	0.02%
ADSK	A	0.02%
JNPR	F	0.02%
RS	B	0.02%
PNW	B	0.02%
ILMN	D	0.02%
G	B	0.02%
HRB	D	0.02%
RPM	A	0.02%
EL	F	0.02%
GBDC	C	0.02%
FHN	A	0.02%
CF	B	0.02%
STLD	B	0.02%
DAL	C	0.02%
LNC	B	0.02%
LNT	A	0.02%
HOG	D	0.02%
PKG	A	0.02%
HUBB	B	0.02%
LAZ	B	0.02%
BR	A	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%
MRVL	B	0.02%
ROK	B	0.02%
INTU	C	0.02%
BG	F	0.02%
L	A	0.02%
KR	B	0.02%
SHW	A	0.02%
AON	A	0.02%
KMB	D	0.02%
A	D	0.02%
HII	D	0.02%
MCO	B	0.02%
LYB	F	0.02%
H	B	0.02%
ARE	D	0.02%
DHI	D	0.02%
CNP	B	0.02%
NNN	D	0.02%
UAL	A	0.02%
EQIX	A	0.02%
AWK	D	0.02%
R	B	0.02%
DVN	F	0.02%
HBAN	A	0.02%
SRE	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%
BKNG	A	0.02%
PEG	A	0.02%
D	C	0.02%
AMP	A	0.02%
LH	C	0.02%
SYK	C	0.02%
ROST	C	0.02%
AGR	B	0.02%
PM	B	0.02%
K	A	0.02%
ETR	B	0.02%
CNH	C	0.02%
MET	A	0.02%
NXPI	D	0.02%
SPG	B	0.02%
HST	C	0.02%
GLPI	C	0.02%
STZ	D	0.02%
CRM	B	0.02%
GPN	B	0.02%
CAT	B	0.02%
CM	A	0.02%
TSN	B	0.02%
ICE	C	0.02%
AL	B	0.02%
SYY	B	0.02%
UPS	C	0.02%
MMC	B	0.02%
SLB	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%
ZTS	D	0.02%
PCG	A	0.02%
TFC	A	0.02%
DFS	B	0.02%
BMY	B	0.02%
RY	A	0.02%
MUFG	B	0.02%
NWG	C	0.02%
INTC	D	0.02%
WFC	A	0.02%
NEM	D	0.01%
BEN	C	0.01%
VNO	B	0.01%
BRO	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%
OHI	C	0.01%
EFX	F	0.01%
AEP	D	0.01%
AFL	B	0.01%
CP	D	0.01%
DHR	F	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%
AMG	B	0.01%
OGS	A	0.01%
LRCX	F	0.01%
PAA	B	0.01%
APTV	D	0.01%
HUM	C	0.01%
ADBE	C	0.01%
VTR	C	0.01%
NFG	A	0.01%
SCHW	B	0.01%
PRU	A	0.01%
CAG	D	0.01%
LOW	D	0.01%
STT	A	0.01%
CCI	D	0.01%
FITB	A	0.01%
HD	A	0.01%
BK	A	0.01%
BMO	A	0.01%
TD	F	0.01%
AMT	D	0.01%
COF	B	0.01%
AZN	D	0.01%
GM	B	0.01%
ZBH	C	0.01%
CVS	D	0.01%
CMCSA	B	0.01%
BA	F	0.01%
FCNCA	A	0.0%
CTRA	B	0.0%
COST	B	0.0%
SCCO	F	0.0%
CMI	A	0.0%
PCAR	B	0.0%
KIM	A	0.0%
WHR	B	0.0%
FLEX	A	0.0%
CUBE	D	0.0%
APH	A	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%
UNP	C	0.0%
OKE	A	0.0%
WELL	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 90 Positions Relative to VFMV

Symbol	Grade	Weight
DOX	D	-1.5%
EQC	B	-1.49%
PGR	A	-1.48%
COR	B	-1.48%
CVLT	B	-1.38%
MUSA	A	-1.13%
REGN	F	-1.12%
IDT	B	-1.1%
IDCC	A	-1.06%
KEX	C	-1.05%
CBOE	B	-1.04%
FCN	D	-0.98%
LRN	A	-0.97%
WTW	B	-0.93%
MGEE	C	-0.89%
HSTM	B	-0.84%
VECO	F	-0.78%
DLB	B	-0.78%
TYL	B	-0.74%
TKO	B	-0.73%
CHE	D	-0.69%
SPOT	B	-0.68%
SAFT	C	-0.67%
BLKB	B	-0.66%
CTRE	D	-0.65%
CRUS	D	-0.64%
NSIT	F	-0.56%
WTM	A	-0.54%
YELP	C	-0.52%
NABL	F	-0.51%
GOOG	C	-0.48%
META	D	-0.47%
GDDY	A	-0.46%
MATX	C	-0.45%
PBH	A	-0.42%
FLO	D	-0.38%
TRV	B	-0.38%
INSW	F	-0.37%
HOLX	D	-0.36%
DTM	B	-0.35%
AJG	B	-0.35%
PPC	C	-0.34%
LAUR	A	-0.34%
NVEC	C	-0.33%
THFF	B	-0.33%
BRK.A	B	-0.31%
VERX	B	-0.3%
RLI	B	-0.3%
QRVO	F	-0.28%
OLLI	D	-0.26%
ATR	B	-0.25%
JBSS	D	-0.24%
ROL	B	-0.23%
MCS	B	-0.22%
EXEL	B	-0.21%
AMSF	B	-0.21%
LOPE	B	-0.2%
MTSI	B	-0.2%
DECK	A	-0.2%
IMMR	C	-0.2%
ACN	C	-0.2%
EBF	F	-0.2%
JJSF	B	-0.19%
CASS	B	-0.19%
QNST	B	-0.18%
HQY	B	-0.18%
SPOK	C	-0.15%
FDP	B	-0.15%
OLED	D	-0.14%
HCKT	B	-0.14%
SPNS	F	-0.14%
TW	A	-0.13%
PI	D	-0.12%
DGICA	A	-0.1%
TNK	F	-0.09%
DJCO	B	-0.09%
CNXN	C	-0.07%
CTSH	B	-0.06%
OSIS	B	-0.06%
AKAM	D	-0.04%
PEBK	B	-0.04%
LANC	C	-0.04%
CLBK	B	-0.04%
GLRE	B	-0.04%
NBIX	C	-0.03%
BCAL	B	-0.03%
EIG	B	-0.03%
VRTX	F	-0.03%
MRAM	D	-0.02%
FFNW	C	-0.02%

VFMV: Top Represented Industries & Keywords

Industries: Insurance - Property & Casualty Semiconductors Drug Manufacturers - Major Internet Content & Information Utilities - Regulated Electric Packaged Foods Software - Application Telecom Services Information Technology Services Aerospace & Defense Banks - Regional - US Biotechnology Business Services Medical Distribution Semiconductor Equipment & Materials Shipping & Ports Education & Training Services Household & Personal Products Media - Diversified Oil & Gas Midstream