SCHZ vs. XJH ETF Comparison

Comparison of Schwab US Aggregate Bond ETF (SCHZ) to iShares ESG Screened S&P Mid-Cap ETF (XJH)
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

$45.34

Average Daily Volume

622,336

Number of Holdings *

543

* may have additional holdings in another (foreign) market
XJH

iShares ESG Screened S&P Mid-Cap ETF

XJH Description The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

Grade (RS Rating)

Last Trade

$40.26

Average Daily Volume

28,823

Number of Holdings *

357

* may have additional holdings in another (foreign) market
Performance
Period SCHZ XJH
30 Days 1.34% 3.33%
60 Days -0.10% -1.28%
90 Days -0.42% 2.00%
12 Months 1.08% 22.61%
80 Overlapping Holdings
Symbol Grade Weight in SCHZ Weight in XJH Overlap
ADC C 0.0% 0.25% 0.0%
AFG C 0.0% 0.36% 0.0%
ALLY C 0.0% 0.45% 0.0%
AMG D 0.0% 0.23% 0.0%
AN B 0.0% 0.19% 0.0%
ARW C 0.0% 0.3% 0.0%
AVT A 0.0% 0.22% 0.0%
AYI C 0.0% 0.33% 0.0%
BC F 0.0% 0.24% 0.0%
BERY C 0.0% 0.29% 0.0%
BHF F 0.0% 0.13% 0.0%
BRX D 0.0% 0.28% 0.0%
CBT B 0.0% 0.24% 0.0%
CHH F 0.0% 0.11% 0.0%
CNO B 0.0% 0.14% 0.0%
COKE B 0.0% 0.2% 0.0%
CSL B 0.0% 0.86% 0.0%
CUBE C 0.0% 0.39% 0.0%
DT D 0.01% 0.47% 0.01%
EPR D 0.0% 0.13% 0.0%
EXP D 0.0% 0.34% 0.0%
FAF F 0.0% 0.25% 0.0%
FHN B 0.0% 0.37% 0.0%
FLO C 0.0% 0.19% 0.0%
FLS B 0.0% 0.27% 0.0%
FNF C 0.0% 0.54% 0.0%
G C 0.0% 0.23% 0.0%
GLPI D 0.0% 0.54% 0.0%
GXO F 0.0% 0.25% 0.0%
H D 0.0% 0.27% 0.0%
HOG D 0.0% 0.19% 0.0%
HR C 0.0% 0.26% 0.0%
HRB C 0.0% 0.29% 0.0%
INGR C 0.0% 0.33% 0.0%
JEF B 0.0% 0.35% 0.0%
KEX A 0.0% 0.31% 0.0%
KMPR C 0.0% 0.15% 0.0%
KRC F 0.0% 0.15% 0.0%
KRG C 0.0% 0.2% 0.0%
LEA F 0.0% 0.31% 0.0%
LEG F 0.0% 0.06% 0.0%
LII B 0.0% 0.68% 0.0%
MP D 0.0% 0.1% 0.0%
NEU F 0.0% 0.16% 0.0%
NNN C 0.0% 0.31% 0.0%
NOV F 0.0% 0.31% 0.0%
NVT B 0.0% 0.61% 0.0%
NYCB D 0.0% 0.1% 0.0%
OC B 0.0% 0.68% 0.0%
OGS F 0.0% 0.14% 0.0%
OHI B 0.0% 0.33% 0.0%
ORI B 0.0% 0.36% 0.0%
OSK D 0.0% 0.32% 0.0%
PVH D 0.0% 0.29% 0.0%
R C 0.0% 0.24% 0.0%
REXR F 0.0% 0.39% 0.0%
RGA B 0.0% 0.62% 0.0%
RNR B 0.0% 0.51% 0.0%
RPM C 0.0% 0.61% 0.0%
RS D 0.0% 0.73% 0.0%
SBRA B 0.0% 0.14% 0.0%
SF C 0.0% 0.36% 0.0%
SIGI F 0.0% 0.25% 0.0%
SNV B 0.0% 0.24% 0.0%
SNX A 0.0% 0.44% 0.0%
SON B 0.0% 0.26% 0.0%
SWX B 0.0% 0.19% 0.0%
THG C 0.0% 0.2% 0.0%
TKR C 0.0% 0.24% 0.0%
UNM B 0.0% 0.34% 0.0%
VLY F 0.0% 0.13% 0.0%
VMI C 0.0% 0.22% 0.0%
VNO F 0.0% 0.16% 0.0%
VNT D 0.0% 0.26% 0.0%
VOYA A 0.0% 0.4% 0.0%
WBS F 0.0% 0.33% 0.0%
WLK A 0.0% 0.23% 0.0%
WPC D 0.0% 0.53% 0.0%
WTRG C 0.0% 0.39% 0.0%
WU D 0.0% 0.15% 0.0%
SCHZ Overweight 463 Positions Relative to XJH
Symbol Grade Weight
WIT D 0.08%
NOW C 0.01%
UHS C 0.01%
CHD C 0.01%
DLTR F 0.01%
MCHP A 0.01%
BIIB D 0.01%
STLA D 0.01%
EDC C 0.01%
CTS A 0.01%
DD A 0.01%
MDT C 0.01%
COO C 0.0%
OCSL D 0.0%
AEL A 0.0%
GPC F 0.0%
SAN B 0.0%
SAVE F 0.0%
SAFE D 0.0%
EPRT C 0.0%
SUI F 0.0%
SKT D 0.0%
ALB D 0.0%
CDNS C 0.0%
CACC F 0.0%
TEL A 0.0%
PRE C 0.0%
AVA C 0.0%
WRB D 0.0%
TME C 0.0%
FTNT F 0.0%
DAL C 0.0%
PSEC B 0.0%
STE C 0.0%
CTVA C 0.0%
PWR B 0.0%
GBDC C 0.0%
XRAY F 0.0%
AIZ D 0.0%
AMH C 0.0%
TSCO A 0.0%
BDN C 0.0%
JD C 0.0%
MHK C 0.0%
LAZ B 0.0%
HP F 0.0%
ROST C 0.0%
MCY C 0.0%
NFG B 0.0%
BKU C 0.0%
KMT C 0.0%
CHRW B 0.0%
BBY D 0.0%
SCS C 0.0%
DRI F 0.0%
AVY B 0.0%
INVH C 0.0%
EA B 0.0%
IDA C 0.0%
AAP D 0.0%
DXC F 0.0%
DOX F 0.0%
ILMN F 0.0%
XYL B 0.0%
LXP F 0.0%
BCSF C 0.0%
PDM C 0.0%
SLG C 0.0%
GSBD C 0.0%
ZION C 0.0%
NVR D 0.0%
CE D 0.0%
AGO D 0.0%
EG C 0.0%
NHI B 0.0%
TRMB D 0.0%
DOV B 0.0%
SITC B 0.0%
OPI D 0.0%
STLD D 0.0%
CTRA C 0.0%
LNC B 0.0%
MCO B 0.0%
MAIN C 0.0%
MTB C 0.0%
HUBB D 0.0%
TPR D 0.0%
JNPR D 0.0%
WEC D 0.0%
VRSN F 0.0%
HII D 0.0%
ESGR A 0.0%
OGE C 0.0%
HPP F 0.0%
PNR C 0.0%
EW D 0.0%
VFC F 0.0%
WB D 0.0%
FMC C 0.0%
FRT D 0.0%
PCAR D 0.0%
PFG C 0.0%
NWE C 0.0%
ADI B 0.0%
SWKS F 0.0%
SNA F 0.0%
NTAP A 0.0%
GL F 0.0%
ROK F 0.0%
RL C 0.0%
URI C 0.0%
EFX C 0.0%
AGR C 0.0%
AJG B 0.0%
L D 0.0%
SPGI C 0.0%
ESS C 0.0%
DGX C 0.0%
HAS B 0.0%
AWH F 0.0%
ORLY F 0.0%
PHM C 0.0%
PSA D 0.0%
BEN F 0.0%
AXS A 0.0%
MOS D 0.0%
JBLU F 0.0%
CTAS C 0.0%
VMC D 0.0%
HIW C 0.0%
DSS D 0.0%
PPG F 0.0%
AES B 0.0%
AMCR C 0.0%
LEN C 0.0%
MKL B 0.0%
ADP C 0.0%
HRL C 0.0%
APD B 0.0%
REG D 0.0%
IPG D 0.0%
GP F 0.0%
EMR B 0.0%
RF D 0.0%
EE C 0.0%
PLD F 0.0%
SWK F 0.0%
BR C 0.0%
EVRG C 0.0%
IEX F 0.0%
CMA C 0.0%
WHR F 0.0%
ALLE D 0.0%
KSS B 0.0%
MDC A 0.0%
DOC C 0.0%
TCN A 0.0%
WM D 0.0%
BWA C 0.0%
EL F 0.0%
CMI D 0.0%
MKC D 0.0%
BAX F 0.0%
IVZ C 0.0%
CBOE C 0.0%
JBL D 0.0%
LDOS B 0.0%
NDAQ C 0.0%
HST D 0.0%
FLEX A 0.0%
DG D 0.0%
AFL A 0.0%
RJF C 0.0%
DHI D 0.0%
CNA B 0.0%
CPT C 0.0%
MAA C 0.0%
LHX B 0.0%
MRVL B 0.0%
MRO D 0.0%
APH B 0.0%
MSI B 0.0%
AMP A 0.0%
DLR B 0.0%
JBHT F 0.0%
LIN D 0.0%
A C 0.0%
ARE C 0.0%
FSK A 0.0%
REGN B 0.0%
BRO B 0.0%
PKG C 0.0%
FTV F 0.0%
WRK A 0.0%
HIG B 0.0%
TXT D 0.0%
EMN A 0.0%
INTU C 0.0%
MDLZ D 0.0%
FIS C 0.0%
VTR C 0.0%
HUN C 0.0%
SCHW C 0.0%
CINF D 0.0%
CNP B 0.0%
CL B 0.0%
LRCX B 0.0%
BKH C 0.0%
WAB A 0.0%
PH D 0.0%
TMO C 0.0%
EQR C 0.0%
CFG C 0.0%
MAR D 0.0%
AAL D 0.0%
HSY C 0.0%
MAS D 0.0%
RPRX F 0.0%
SRE B 0.0%
CME D 0.0%
IP B 0.0%
ECL B 0.0%
VRSK B 0.0%
SYF C 0.0%
EBAY B 0.0%
LNT C 0.0%
NEM C 0.0%
LYB D 0.0%
PXD B 0.0%
MLM D 0.0%
NTRS D 0.0%
TDY F 0.0%
CMS B 0.0%
BSX A 0.0%
PPL B 0.0%
LLY A 0.0%
CF D 0.0%
EOG D 0.0%
OTIS C 0.0%
IFF C 0.0%
ACGL A 0.0%
APTV C 0.0%
JCI B 0.0%
XEL D 0.0%
BIDU D 0.0%
KIM D 0.0%
HBAN B 0.0%
DE F 0.0%
DHR B 0.0%
AON F 0.0%
MCK B 0.0%
O D 0.0%
AEP C 0.0%
GLW B 0.0%
NUE F 0.0%
SJM F 0.0%
OMC C 0.0%
ETR C 0.0%
OKE B 0.0%
ROP C 0.0%
BLK C 0.0%
KR D 0.0%
KLAC A 0.0%
CAH F 0.0%
LUV F 0.0%
TT B 0.0%
MPC D 0.0%
CCI D 0.0%
GD A 0.0%
ALL D 0.0%
CPB C 0.0%
NKE F 0.0%
HES D 0.0%
ATO F 0.0%
PEG A 0.0%
CAF C 0.0%
MU A 0.0%
ADBE F 0.0%
TJX B 0.0%
ZTS C 0.0%
STZ F 0.0%
FE C 0.0%
NXPI A 0.0%
UPS F 0.0%
NSC F 0.0%
CP F 0.0%
PG B 0.0%
BKNG B 0.0%
ICE C 0.0%
CAG C 0.0%
AMAT A 0.0%
KDP B 0.0%
TGT D 0.0%
FITB C 0.0%
SHW D 0.0%
GWW D 0.0%
CLX F 0.0%
LVS F 0.0%
STT C 0.0%
GPN F 0.0%
DVN D 0.0%
SLB F 0.0%
WY F 0.0%
PGR D 0.0%
ES D 0.0%
WELL A 0.0%
FANG D 0.0%
ARCC A 0.0%
ZBH F 0.0%
AVB B 0.0%
SCCO C 0.0%
HUM D 0.0%
WBA F 0.0%
RSG D 0.0%
EIX B 0.0%
AWK C 0.0%
KMB C 0.0%
BG B 0.0%
COE F 0.0%
PAA D 0.0%
MMM C 0.0%
MA D 0.0%
KOF C 0.0%
MMC B 0.0%
UDR C 0.0%
DTE B 0.0%
SYY F 0.0%
EQIX C 0.0%
KEYS F 0.0%
HON B 0.0%
PYPL D 0.0%
BMO A 0.0%
BNS D 0.0%
TXN B 0.0%
AZO D 0.0%
EPD C 0.0%
AL D 0.0%
CSX D 0.0%
SPG C 0.0%
COST A 0.0%
DOW B 0.0%
NI C 0.0%
SBUX D 0.0%
BXP D 0.0%
CARR B 0.0%
TAP F 0.0%
TRV D 0.0%
PNC C 0.0%
NVDA A 0.0%
HAL F 0.0%
FDX F 0.0%
HPQ A 0.0%
PNW C 0.0%
PEP C 0.0%
CM C 0.0%
ITW F 0.0%
VLO D 0.0%
BDX F 0.0%
DB B 0.0%
MPLX D 0.0%
FOXA B 0.0%
USB D 0.0%
LOW F 0.0%
D B 0.0%
GIS D 0.0%
ADSK F 0.0%
RY B 0.0%
TSN C 0.0%
DUK B 0.0%
SO B 0.0%
NEE A 0.0%
CRM D 0.0%
ED C 0.0%
UNP F 0.0%
EQH B 0.0%
CB C 0.0%
PRU B 0.0%
WMB B 0.0%
ETN B 0.0%
AEE D 0.0%
EXPE F 0.0%
NOC D 0.0%
AMT C 0.0%
AXP B 0.0%
ADM F 0.0%
PSX D 0.0%
LH F 0.0%
AIG B 0.0%
TFC C 0.0%
K C 0.0%
SYK D 0.0%
GOOGL A 0.0%
MET C 0.0%
KMI B 0.0%
AER A 0.0%
QCOM B 0.0%
HCA C 0.0%
BABA C 0.0%
GM C 0.0%
UAL C 0.0%
UNH C 0.0%
PM A 0.0%
LMT B 0.0%
BK B 0.0%
EXC D 0.0%
PFE D 0.0%
DIS D 0.0%
EQNR C 0.0%
MUFG C 0.0%
CAT D 0.0%
KO B 0.0%
KEY C 0.0%
MO B 0.0%
NWG B 0.0%
DFS D 0.0%
MCD F 0.0%
INTC F 0.0%
JNJ F 0.0%
BHP C 0.0%
GILD F 0.0%
RTX A 0.0%
XOM D 0.0%
PCG B 0.0%
CVX B 0.0%
CSCO F 0.0%
TD F 0.0%
AMZN C 0.0%
HPE B 0.0%
MRK C 0.0%
WMT A 0.0%
COP D 0.0%
AVGO B 0.0%
VOD B 0.0%
HSBC B 0.0%
IBM D 0.0%
CI D 0.0%
ORCL B 0.0%
C B 0.0%
AMGN C 0.0%
GSK B 0.0%
JPM B 0.0%
BMY F 0.0%
ABT F 0.0%
VZ D 0.0%
V C 0.0%
COF D 0.0%
HD F 0.0%
MS B 0.0%
CMCSA F 0.0%
CHTR D 0.0%
DELL B 0.0%
AZN B 0.0%
AAPL B 0.0%
MSFT A 0.0%
BAC A 0.0%
ABBV F 0.0%
TMUS A 0.0%
BA D 0.0%
WFC C 0.0%
GS B 0.0%
CVS F 0.0%
GE A 0.0%
T B 0.0%
SCHZ Underweight 277 Positions Relative to XJH
Symbol Grade Weight
GDDY A -0.84%
PSTG A -0.8%
WSM D -0.79%
EME B -0.79%
WSO A -0.64%
BURL C -0.64%
IBKR A -0.6%
NBIX C -0.59%
THC A -0.59%
MANH D -0.57%
UTHR B -0.56%
TOL C -0.56%
BLD D -0.56%
GGG F -0.56%
ACM F -0.53%
XPO D -0.53%
FND D -0.53%
SWAV A -0.53%
ELS F -0.52%
USFD C -0.52%
FIX B -0.51%
CELH C -0.5%
LECO F -0.5%
WMS C -0.5%
BJ A -0.49%
TXRH A -0.49%
WING B -0.49%
TTEK B -0.48%
CLH A -0.47%
ONTO B -0.47%
WWD A -0.47%
SAIA F -0.46%
SCI D -0.46%
EWBC C -0.45%
LSCC B -0.45%
LAMR B -0.44%
CW B -0.44%
CCK C -0.43%
NLY C -0.43%
ELF C -0.43%
CNM C -0.42%
CG D -0.41%
RRX F -0.41%
ERIE D -0.4%
ALV A -0.4%
TREX D -0.4%
CROX A -0.4%
SKX A -0.4%
JLL C -0.4%
ATR B -0.4%
MEDP D -0.39%
KBR B -0.38%
CHDN C -0.37%
FBIN F -0.37%
DINO D -0.37%
TPX D -0.37%
RBC B -0.36%
LNW D -0.36%
DCI C -0.36%
PRI D -0.36%
GPK C -0.36%
EHC C -0.36%
KNSL F -0.36%
X D -0.36%
WFRD C -0.36%
CLF F -0.36%
CHE F -0.35%
MKSI B -0.35%
TTC F -0.35%
MUSA A -0.35%
NYT A -0.35%
RGLD B -0.35%
ARMK C -0.35%
GNTX D -0.34%
WCC C -0.34%
WEX F -0.34%
SFM B -0.34%
AA B -0.34%
OLED B -0.33%
KNX F -0.33%
GMED B -0.33%
CGNX C -0.33%
RGEN F -0.33%
COHR B -0.33%
FCN C -0.32%
EGP F -0.32%
BRBR C -0.32%
AXTA C -0.32%
SAIC C -0.31%
EVR B -0.31%
PEN F -0.31%
CR B -0.31%
FIVE F -0.31%
UFPI C -0.31%
HLI B -0.3%
CIEN B -0.3%
LAD F -0.3%
MTN F -0.3%
SSD F -0.3%
MTZ B -0.29%
HQY D -0.29%
TKO B -0.28%
GTLS C -0.28%
CMC C -0.28%
CBSH C -0.28%
MSA C -0.28%
AGCO F -0.28%
MIDD F -0.28%
CFR D -0.28%
JAZZ F -0.28%
ESNT C -0.28%
WTFC C -0.27%
SEIC D -0.27%
KD C -0.27%
LFUS B -0.27%
PCTY D -0.27%
EXEL F -0.27%
DAR F -0.27%
FR F -0.26%
GME C -0.26%
BRKR D -0.26%
PNFP C -0.26%
TMHC C -0.26%
ST C -0.26%
ACHC F -0.26%
CRUS A -0.26%
CHX D -0.26%
STWD D -0.26%
ETRN A -0.26%
DTM A -0.26%
STAG F -0.26%
LSTR D -0.26%
DBX F -0.25%
MTG C -0.25%
AZPN B -0.25%
PB C -0.25%
ESAB D -0.25%
RMBS F -0.25%
FYBR C -0.25%
SSB D -0.25%
NOVT C -0.24%
MTSI B -0.24%
AIRC A -0.24%
MASI D -0.24%
WH F -0.24%
RLI C -0.24%
HALO C -0.24%
HXL C -0.24%
LPX B -0.24%
ONB C -0.23%
WTS C -0.23%
EEFT C -0.23%
UGI D -0.23%
NXST C -0.23%
LNTH C -0.23%
KBH C -0.22%
VVV D -0.22%
QLYS F -0.22%
MDU B -0.22%
OPCH D -0.22%
MMS C -0.22%
THO F -0.22%
POST B -0.22%
PLNT D -0.22%
M B -0.22%
SLM D -0.21%
CVLT A -0.21%
GPS D -0.21%
AM B -0.21%
PBF D -0.21%
ASH A -0.21%
OLLI C -0.21%
FNB C -0.21%
EXPO C -0.2%
VAL B -0.2%
BCO A -0.2%
DLB D -0.2%
EXLS C -0.2%
GATX B -0.2%
UBSI F -0.19%
ENS B -0.19%
HOMB C -0.19%
PII F -0.19%
JHG B -0.19%
SRCL C -0.19%
ASGN D -0.19%
OZK C -0.19%
POWI B -0.18%
CADE C -0.18%
NJR C -0.18%
HAE C -0.18%
COTY D -0.17%
ORA B -0.17%
SLAB D -0.17%
MSM F -0.17%
CPRI F -0.17%
RYN F -0.17%
BDC B -0.17%
KNF D -0.17%
TEX C -0.17%
LOPE C -0.17%
COLB D -0.17%
RH F -0.17%
AVNT C -0.17%
HWC C -0.17%
GBCI C -0.17%
IRDM D -0.16%
SYNA C -0.16%
ZI F -0.16%
PRGO F -0.16%
MAN C -0.16%
FFIN C -0.16%
SLGN C -0.16%
IRT C -0.15%
CUZ C -0.15%
GT D -0.15%
AMKR B -0.15%
YETI D -0.15%
LANC D -0.15%
UMBF C -0.15%
BYD F -0.15%
ASB C -0.14%
TNL D -0.14%
PCH F -0.14%
NVST F -0.14%
WOLF D -0.14%
LIVN C -0.14%
SR C -0.14%
BLKB C -0.14%
PK D -0.14%
NSP F -0.14%
DOCS B -0.14%
VSH B -0.13%
LITE D -0.13%
VC F -0.13%
CXT C -0.13%
AMED A -0.13%
WEN F -0.13%
IBOC C -0.13%
PAG D -0.13%
VAC D -0.13%
TDC F -0.13%
COLM B -0.12%
SMG D -0.12%
ARWR F -0.12%
TCBI D -0.12%
TGNA C -0.12%
AZTA F -0.12%
CNXC D -0.12%
HGV D -0.12%
ZD D -0.11%
IPGP F -0.11%
ENOV F -0.11%
RCM C -0.11%
ADNT F -0.11%
FHI D -0.11%
NEOG C -0.11%
GHC C -0.11%
NSA C -0.11%
CRI F -0.1%
SAM F -0.1%
CDP D -0.1%
HELE D -0.1%
GO F -0.09%
JWN B -0.09%
CAR D -0.09%
IART F -0.09%
ALGM C -0.09%
PENN F -0.09%
PGNY F -0.09%
QDEL D -0.09%
WERN D -0.08%
UAA D -0.07%
GEF C -0.07%
PPC C -0.06%
UA D -0.04%
HTZ F -0.03%
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