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      SCHZ vs. JPST ETF Comparison

      Comparison of Schwab US Aggregate Bond ETF (SCHZ) to JPMorgan Ultra-Short Income ETF (JPST)
      SCHZ

      Schwab US Aggregate Bond ETF

      SCHZ Description

      The investment seeks to track as closely as possible, before fees and expenses, the total return of the Barclays U.S. Aggregate Bond IndexSM. The fund invests at least 90% of its net assets in securities included in the index. The index is a broad based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.

      Grade (RS Rating)

      Last Trade

      $22.92

      Average Daily Volume

      1,160,500

      Number of Holdings *

      539

      * 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 SCHZ JPST
      30 Days -0.82% 0.25%
      60 Days -3.18% 0.46%
      90 Days -2.17% 1.07%
      12 Months 6.03% 5.96%
      96 Overlapping Holdings
      Symbol Grade Weight in SCHZ Weight in JPST Overlap
      AAPL C 0.0% 0.12% 0.0%
      ABBV F 0.0% 0.04% 0.0%
      ABT B 0.0% 0.01% 0.0%
      AEP C 0.0% 0.05% 0.0%
      AER A 0.0% 0.02% 0.0%
      AIG B 0.0% 0.01% 0.0%
      AL B 0.0% 0.05% 0.0%
      ATO A 0.0% 0.3% 0.0%
      AXP A 0.0% 0.01% 0.0%
      AZN F 0.0% 0.57% 0.0%
      AZO C 0.0% 0.02% 0.0%
      BA F 0.0% 0.18% 0.0%
      BAC A 0.0% 0.01% 0.0%
      BG D 0.0% 0.06% 0.0%
      BHF C 0.0% 0.04% 0.0%
      BK A 0.0% 0.01% 0.0%
      BMO A 0.0% 0.03% 0.0%
      BMY B 0.0% 0.01% 0.0%
      BNS A 0.0% 0.02% 0.0%
      C A 0.0% 0.01% 0.0%
      CAG F 0.0% 0.13% 0.0%
      CAT B 0.0% 0.01% 0.0%
      CFG B 0.0% 0.07% 0.0%
      CHD A 0.01% 0.03% 0.01%
      CI D 0.0% 0.08% 0.0%
      CM A 0.0% 0.01% 0.0%
      CNP A 0.0% 0.14% 0.0%
      COF C 0.0% 0.04% 0.0%
      CSL C 0.0% 0.01% 0.0%
      D C 0.0% 0.17% 0.0%
      DB D 0.0% 0.13% 0.0%
      DE B 0.0% 0.01% 0.0%
      DHR F 0.0% 0.01% 0.0%
      DIS B 0.0% 0.02% 0.0%
      DT D 0.01% 0.08% 0.01%
      DUK C 0.0% 0.08% 0.0%
      EPD A 0.0% 0.01% 0.0%
      EQH C 0.0% 0.35% 0.0%
      ES C 0.0% 0.01% 0.0%
      ETN A 0.0% 0.02% 0.0%
      ETR B 0.0% 0.16% 0.0%
      FITB B 0.0% 0.1% 0.0%
      GILD C 0.0% 0.13% 0.0%
      GM C 0.0% 0.1% 0.0%
      GS A 0.0% 0.01% 0.0%
      GSK F 0.0% 0.02% 0.0%
      HBAN A 0.0% 0.01% 0.0%
      HON C 0.0% 0.02% 0.0%
      HSBC A 0.0% 0.07% 0.0%
      HUM C 0.0% 0.09% 0.0%
      IBM C 0.0% 0.01% 0.0%
      ICE C 0.0% 0.01% 0.0%
      IFF D 0.0% 0.08% 0.0%
      JBHT C 0.0% 0.09% 0.0%
      KDP F 0.0% 0.31% 0.0%
      KEY B 0.0% 0.01% 0.0%
      KR B 0.0% 0.07% 0.0%
      LDOS C 0.0% 0.26% 0.0%
      MCD D 0.0% 0.29% 0.0%
      MCO B 0.0% 0.01% 0.0%
      MDLZ F 0.0% 0.04% 0.0%
      MET A 0.0% 0.01% 0.0%
      MLM C 0.0% 0.09% 0.0%
      MMM D 0.0% 0.01% 0.0%
      MS A 0.0% 0.05% 0.0%
      MUFG B 0.0% 0.01% 0.0%
      NEE C 0.0% 0.03% 0.0%
      NEM D 0.0% 0.08% 0.0%
      NWG A 0.0% 0.01% 0.0%
      OGS A 0.0% 0.17% 0.0%
      ORCL A 0.0% 0.04% 0.0%
      PFE F 0.0% 0.01% 0.0%
      PFG D 0.0% 0.01% 0.0%
      PM B 0.0% 0.01% 0.0%
      PNC B 0.0% 0.01% 0.0%
      PSX C 0.0% 0.01% 0.0%
      R B 0.0% 0.03% 0.0%
      ROP B 0.0% 0.03% 0.0%
      RY A 0.0% 0.01% 0.0%
      SBUX A 0.0% 0.06% 0.0%
      SCHW B 0.0% 0.01% 0.0%
      SNX D 0.0% 0.23% 0.0%
      SO C 0.0% 0.11% 0.0%
      STT B 0.0% 0.08% 0.0%
      T A 0.0% 0.14% 0.0%
      TD D 0.0% 0.01% 0.0%
      TDY B 0.0% 0.22% 0.0%
      TFC A 0.0% 0.01% 0.0%
      TMO F 0.0% 0.74% 0.0%
      UNH B 0.0% 0.01% 0.0%
      USB A 0.0% 0.01% 0.0%
      VZ C 0.0% 0.16% 0.0%
      WEC A 0.0% 0.09% 0.0%
      WFC A 0.0% 0.11% 0.0%
      WLK D 0.0% 0.02% 0.0%
      XOM B 0.0% 0.06% 0.0%
      SCHZ Overweight 443 Positions Relative to JPST
      Symbol Grade Weight
      WIT B 0.08%
      NOW A 0.01%
      UHS D 0.01%
      DLTR F 0.01%
      MCHP F 0.01%
      BIIB F 0.01%
      STLA F 0.01%
      EDC F 0.01%
      CTS C 0.01%
      DD C 0.01%
      MDT D 0.01%
      COO D 0.0%
      VLY B 0.0%
      OCSL F 0.0%
      WBS A 0.0%
      GPC D 0.0%
      SAN D 0.0%
      SIGI C 0.0%
      SAVE F 0.0%
      GXO B 0.0%
      SAFE F 0.0%
      EPRT B 0.0%
      SUI C 0.0%
      VNO C 0.0%
      SKT A 0.0%
      ALB B 0.0%
      CDNS B 0.0%
      CBT D 0.0%
      COKE C 0.0%
      CACC D 0.0%
      FAF A 0.0%
      TKR D 0.0%
      THG A 0.0%
      TEL B 0.0%
      PRE D 0.0%
      AVA A 0.0%
      VMI B 0.0%
      WRB A 0.0%
      TME D 0.0%
      FTNT C 0.0%
      KMPR A 0.0%
      FLO D 0.0%
      DAL B 0.0%
      NEU D 0.0%
      BC C 0.0%
      PSEC D 0.0%
      STE D 0.0%
      CTVA C 0.0%
      PWR A 0.0%
      GBDC D 0.0%
      XRAY F 0.0%
      CHH A 0.0%
      AIZ A 0.0%
      AMH C 0.0%
      TSCO D 0.0%
      BDN C 0.0%
      JD D 0.0%
      MHK D 0.0%
      LAZ B 0.0%
      KEX B 0.0%
      EPR C 0.0%
      HOG D 0.0%
      HP C 0.0%
      ROST D 0.0%
      SBRA C 0.0%
      MCY A 0.0%
      NFG A 0.0%
      BKU A 0.0%
      KMT B 0.0%
      CHRW B 0.0%
      BBY D 0.0%
      SCS C 0.0%
      DRI B 0.0%
      AVY F 0.0%
      INVH D 0.0%
      REXR F 0.0%
      EA A 0.0%
      HR B 0.0%
      RS B 0.0%
      IDA A 0.0%
      AAP D 0.0%
      EXP B 0.0%
      DXC B 0.0%
      DOX D 0.0%
      ILMN C 0.0%
      XYL D 0.0%
      LXP D 0.0%
      BCSF C 0.0%
      PDM D 0.0%
      SLG B 0.0%
      SNV C 0.0%
      GSBD F 0.0%
      ADC A 0.0%
      ZION B 0.0%
      INGR C 0.0%
      NVR D 0.0%
      WTRG B 0.0%
      OSK C 0.0%
      CE F 0.0%
      AGO B 0.0%
      EG C 0.0%
      NHI D 0.0%
      TRMB B 0.0%
      DOV A 0.0%
      SITC D 0.0%
      OPI F 0.0%
      G B 0.0%
      AYI B 0.0%
      STLD B 0.0%
      OC A 0.0%
      CTRA B 0.0%
      LNC C 0.0%
      MAIN A 0.0%
      MTB A 0.0%
      HUBB B 0.0%
      CUBE C 0.0%
      TPR B 0.0%
      JNPR D 0.0%
      ORI A 0.0%
      H B 0.0%
      VRSN C 0.0%
      HII F 0.0%
      RPM A 0.0%
      SWX B 0.0%
      ESGR B 0.0%
      OGE A 0.0%
      HPP F 0.0%
      PNR A 0.0%
      EW C 0.0%
      VFC C 0.0%
      VNT C 0.0%
      LII A 0.0%
      WB D 0.0%
      FMC D 0.0%
      FRT B 0.0%
      PCAR B 0.0%
      NWE B 0.0%
      FHN A 0.0%
      ADI D 0.0%
      SWKS F 0.0%
      NVT B 0.0%
      SNA A 0.0%
      NTAP C 0.0%
      GL C 0.0%
      NNN C 0.0%
      ROK C 0.0%
      RL C 0.0%
      URI C 0.0%
      EFX F 0.0%
      ARW D 0.0%
      WU F 0.0%
      AGR A 0.0%
      AMG B 0.0%
      AJG A 0.0%
      L A 0.0%
      SPGI C 0.0%
      ESS B 0.0%
      DGX A 0.0%
      HAS D 0.0%
      AWH F 0.0%
      ORLY B 0.0%
      AN C 0.0%
      RNR C 0.0%
      PHM D 0.0%
      PSA C 0.0%
      PVH C 0.0%
      BEN C 0.0%
      SF B 0.0%
      AXS A 0.0%
      MOS F 0.0%
      JBLU F 0.0%
      CTAS B 0.0%
      UNM A 0.0%
      VMC B 0.0%
      HIW C 0.0%
      DSS F 0.0%
      PPG F 0.0%
      FNF B 0.0%
      AES F 0.0%
      AMCR C 0.0%
      LEN D 0.0%
      MKL A 0.0%
      ADP A 0.0%
      HRL D 0.0%
      APD A 0.0%
      REG A 0.0%
      IPG D 0.0%
      GP F 0.0%
      EMR B 0.0%
      RF A 0.0%
      EE A 0.0%
      PLD F 0.0%
      SWK D 0.0%
      BR A 0.0%
      EVRG A 0.0%
      IEX C 0.0%
      FLS B 0.0%
      AFG A 0.0%
      CMA B 0.0%
      WHR B 0.0%
      ALLE C 0.0%
      LEG F 0.0%
      HRB D 0.0%
      CNO B 0.0%
      CNH C 0.0%
      KSS F 0.0%
      DOC C 0.0%
      KRG B 0.0%
      WM B 0.0%
      BWA D 0.0%
      EL F 0.0%
      CMI A 0.0%
      MKC C 0.0%
      BAX F 0.0%
      IVZ B 0.0%
      CBOE C 0.0%
      JBL C 0.0%
      NDAQ A 0.0%
      HST C 0.0%
      FLEX B 0.0%
      KRC B 0.0%
      DG F 0.0%
      AFL B 0.0%
      RJF A 0.0%
      DHI F 0.0%
      CNA C 0.0%
      RGA A 0.0%
      CPT B 0.0%
      NOV C 0.0%
      GLPI C 0.0%
      MAA B 0.0%
      LHX C 0.0%
      MRVL B 0.0%
      MRO B 0.0%
      APH A 0.0%
      MSI B 0.0%
      AMP A 0.0%
      DLR B 0.0%
      LIN C 0.0%
      A D 0.0%
      SON F 0.0%
      ARE F 0.0%
      FSK A 0.0%
      REGN F 0.0%
      BRO B 0.0%
      PKG A 0.0%
      FTV C 0.0%
      WPC C 0.0%
      WEST C 0.0%
      HIG B 0.0%
      VOYA B 0.0%
      LEA F 0.0%
      TXT D 0.0%
      EMN C 0.0%
      INTU B 0.0%
      FIS C 0.0%
      VTR B 0.0%
      AVT C 0.0%
      HUN F 0.0%
      CINF A 0.0%
      CL D 0.0%
      LRCX F 0.0%
      BKH A 0.0%
      WAB B 0.0%
      PH A 0.0%
      EQR C 0.0%
      MAR A 0.0%
      AAL B 0.0%
      HSY F 0.0%
      MAS D 0.0%
      RPRX D 0.0%
      SRE A 0.0%
      CME B 0.0%
      IP A 0.0%
      ECL D 0.0%
      VRSK A 0.0%
      SYF B 0.0%
      EBAY D 0.0%
      LNT A 0.0%
      LYB F 0.0%
      NTRS A 0.0%
      CMS C 0.0%
      BSX A 0.0%
      PPL A 0.0%
      LLY F 0.0%
      CF A 0.0%
      EOG A 0.0%
      OTIS C 0.0%
      ACGL C 0.0%
      APTV F 0.0%
      JCI B 0.0%
      XEL A 0.0%
      BIDU F 0.0%
      KIM A 0.0%
      AON A 0.0%
      MCK A 0.0%
      O C 0.0%
      GLW B 0.0%
      NUE C 0.0%
      SJM D 0.0%
      OMC C 0.0%
      OKE A 0.0%
      BLK B 0.0%
      KLAC F 0.0%
      CAH B 0.0%
      LUV C 0.0%
      TT A 0.0%
      MPC D 0.0%
      CCI C 0.0%
      GD D 0.0%
      ALL A 0.0%
      CPB D 0.0%
      NKE F 0.0%
      HES B 0.0%
      PEG A 0.0%
      CAF D 0.0%
      MU D 0.0%
      ADBE C 0.0%
      TJX A 0.0%
      ZTS D 0.0%
      STZ D 0.0%
      FE C 0.0%
      NXPI D 0.0%
      JEF A 0.0%
      UPS C 0.0%
      NSC B 0.0%
      CP F 0.0%
      PG C 0.0%
      BKNG A 0.0%
      BERY C 0.0%
      AMAT F 0.0%
      BRX A 0.0%
      TGT F 0.0%
      SHW B 0.0%
      GWW B 0.0%
      CLX A 0.0%
      LVS B 0.0%
      GPN B 0.0%
      DVN F 0.0%
      SLB C 0.0%
      WY F 0.0%
      PGR A 0.0%
      WELL A 0.0%
      FANG C 0.0%
      ARCC A 0.0%
      ZBH C 0.0%
      AVB B 0.0%
      SCCO F 0.0%
      WBA F 0.0%
      RSG A 0.0%
      OHI C 0.0%
      EIX B 0.0%
      AWK C 0.0%
      KMB C 0.0%
      COE C 0.0%
      PAA B 0.0%
      MA B 0.0%
      KOF F 0.0%
      MMC B 0.0%
      UDR B 0.0%
      DTE C 0.0%
      SYY D 0.0%
      EQIX A 0.0%
      KEYS A 0.0%
      PYPL B 0.0%
      TXN C 0.0%
      CSX C 0.0%
      SPG A 0.0%
      COST A 0.0%
      DOW F 0.0%
      NI A 0.0%
      BXP C 0.0%
      CARR C 0.0%
      TAP C 0.0%
      TRV B 0.0%
      NVDA B 0.0%
      HAL C 0.0%
      FDX B 0.0%
      HPQ B 0.0%
      PNW A 0.0%
      PEP F 0.0%
      ITW B 0.0%
      VLO C 0.0%
      BDX F 0.0%
      MPLX A 0.0%
      FOXA A 0.0%
      LOW C 0.0%
      GIS D 0.0%
      ADSK A 0.0%
      MP C 0.0%
      TSN B 0.0%
      CRM B 0.0%
      ED C 0.0%
      UNP C 0.0%
      CB C 0.0%
      PRU A 0.0%
      WMB A 0.0%
      AEE A 0.0%
      EXPE B 0.0%
      NOC D 0.0%
      AMT C 0.0%
      ADM D 0.0%
      LH B 0.0%
      K A 0.0%
      SYK B 0.0%
      GOOGL C 0.0%
      KMI A 0.0%
      QCOM F 0.0%
      HCA F 0.0%
      BABA D 0.0%
      UAL A 0.0%
      ALLY C 0.0%
      LMT D 0.0%
      EXC C 0.0%
      EQNR C 0.0%
      KO D 0.0%
      MO A 0.0%
      DFS B 0.0%
      INTC C 0.0%
      JNJ C 0.0%
      BHP F 0.0%
      RTX D 0.0%
      PCG A 0.0%
      CVX A 0.0%
      CSCO B 0.0%
      AMZN C 0.0%
      HPE B 0.0%
      MRK D 0.0%
      WMT A 0.0%
      COP C 0.0%
      AVGO D 0.0%
      VOD F 0.0%
      AMGN F 0.0%
      JPM A 0.0%
      V A 0.0%
      HD B 0.0%
      CMCSA B 0.0%
      CHTR C 0.0%
      DELL B 0.0%
      MSFT D 0.0%
      TMUS B 0.0%
      CVS D 0.0%
      GE D 0.0%
      SCHZ Underweight 15 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%
      BX A -0.07%
      ACR A -0.06%
      SEB F -0.06%
      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%

      SCHZ: Top Represented Industries & Keywords

      Industries: Utilities - Regulated Electric Banks - Regional - US Asset Management Diversified Industrials Insurance - Property & Casualty Banks - Global REIT - Retail Credit Services Drug Manufacturers - Major REIT - Office Specialty Chemicals Business Services Packaged Foods Semiconductors Specialty Retail Utilities - Diversified Insurance - Life REIT - Residential Capital Markets Diagnostics & Research
      Keywords: S&P 500 Nasdaq 100 Insurance Natural Gas Real Estate Investment Trust Bank Electricity Dow Jones Component Banking Insurance Products Electronics Chemical Investment Bank Computing Mining Aerospace Financial Products Cash Management Disability Plastic

      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
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