USCL vs. SCHJ ETF Comparison

Comparison of iShares Climate Conscious & Transition MSCI USA ETF (USCL) to HCM Defender 500 Index ETF (SCHJ)

USCL

iShares Climate Conscious & Transition MSCI USA ETF

USCL Description

The fund generally will invest at least 90% of its assets in the component securities of the underlying index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$71.65

Average Daily Volume

2,806

Number of Holdings ^*

296

* may have additional holdings in another (foreign) market

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

Performance

Period	USCL	SCHJ
30 Days	3.79%	-0.36%
60 Days	5.19%	-0.92%
90 Days	7.34%	0.10%
12 Months	35.52%	6.61%

183 Overlapping Holdings

Symbol	Grade	Weight in USCL	Weight in SCHJ	Overlap
A	D	0.1%	0.02%	0.02%
AAPL	C	5.23%	0.04%	0.04%
ABBV	D	0.81%	0.03%	0.03%
ABT	B	0.54%	0.02%	0.02%
ADBE	C	0.63%	0.01%	0.01%
ADI	D	0.28%	0.02%	0.02%
ADP	B	0.33%	0.05%	0.05%
ADSK	A	0.18%	0.02%	0.02%
AEP	D	0.13%	0.01%	0.01%
AIG	B	0.14%	0.04%	0.04%
ALB	C	0.03%	0.01%	0.01%
AMGN	D	0.43%	0.01%	0.01%
AMT	D	0.24%	0.01%	0.01%
AMZN	C	5.13%	0.04%	0.04%
AON	A	0.2%	0.02%	0.02%
ARE	D	0.05%	0.02%	0.02%
ATO	A	0.06%	0.05%	0.05%
AVB	B	0.09%	0.01%	0.01%
AVGO	D	2.04%	0.02%	0.02%
AWK	D	0.07%	0.02%	0.02%
AXP	A	0.45%	0.04%	0.04%
BAC	A	0.87%	0.03%	0.03%
BIIB	F	0.06%	0.1%	0.06%
BK	A	0.16%	0.01%	0.01%
BKNG	A	0.46%	0.02%	0.02%
BLK	C	0.42%	0.07%	0.07%
BMY	B	0.32%	0.02%	0.02%
BR	A	0.07%	0.02%	0.02%
BSX	B	0.35%	0.0%	0.0%
BXP	D	0.03%	0.02%	0.02%
CAT	B	0.51%	0.02%	0.02%
CB	C	0.3%	0.02%	0.02%
CCI	D	0.12%	0.01%	0.01%
CHD	B	0.07%	0.01%	0.01%
CHTR	C	0.1%	0.06%	0.06%
CL	D	0.19%	0.0%	0.0%
CLX	B	0.06%	0.03%	0.03%
CMCSA	B	0.46%	0.01%	0.01%
CME	A	0.22%	0.07%	0.07%
CMI	A	0.14%	0.0%	0.0%
COP	C	0.36%	0.09%	0.09%
CPB	D	0.02%	0.01%	0.01%
CRM	B	0.87%	0.02%	0.02%
CSCO	B	0.63%	0.03%	0.03%
CSL	C	0.06%	0.01%	0.01%
CSX	B	0.19%	0.01%	0.01%
CTVA	C	0.11%	0.02%	0.02%
CVS	D	0.19%	0.01%	0.01%
CVX	A	0.77%	0.02%	0.02%
D	C	0.13%	0.02%	0.02%
DD	D	0.09%	0.09%	0.09%
DE	A	0.28%	0.0%	0.0%
DELL	C	0.1%	0.04%	0.04%
DFS	B	0.12%	0.02%	0.02%
DHR	F	0.43%	0.01%	0.01%
DIS	B	0.54%	0.04%	0.04%
DLR	B	0.16%	0.03%	0.03%
DOC	D	0.04%	0.0%	0.0%
DOV	A	0.08%	0.02%	0.02%
DUK	C	0.23%	0.02%	0.02%
EBAY	D	0.08%	0.03%	0.03%
ED	D	0.09%	0.03%	0.03%
EFX	F	0.09%	0.01%	0.01%
EL	F	0.04%	0.02%	0.02%
EMR	A	0.2%	0.03%	0.03%
EOG	A	0.21%	0.02%	0.02%
EQIX	A	0.23%	0.02%	0.02%
EQR	B	0.07%	0.03%	0.03%
ES	D	0.06%	0.01%	0.01%
ETN	A	0.39%	0.05%	0.05%
EXC	C	0.1%	0.03%	0.03%
FANG	D	0.09%	0.03%	0.03%
FDX	B	0.18%	0.04%	0.04%
FIS	C	0.13%	0.03%	0.03%
FTNT	C	0.17%	0.03%	0.03%
FTV	C	0.07%	0.03%	0.03%
GILD	C	0.31%	0.07%	0.07%
GIS	D	0.1%	0.01%	0.01%
GM	B	0.18%	0.01%	0.01%
GOOGL	C	2.33%	0.03%	0.03%
GPN	B	0.08%	0.02%	0.02%
GS	A	0.51%	0.05%	0.05%
H	B	0.02%	0.02%	0.02%
HD	A	1.09%	0.01%	0.01%
HES	B	0.11%	0.02%	0.02%
HPE	B	0.07%	0.03%	0.03%
HSY	F	0.07%	0.01%	0.01%
HUBB	B	0.07%	0.02%	0.02%
HUM	C	0.09%	0.01%	0.01%
IBM	C	0.52%	0.03%	0.03%
ICE	C	0.24%	0.02%	0.02%
ILMN	D	0.06%	0.02%	0.02%
INTC	D	0.29%	0.02%	0.02%
INTU	C	0.53%	0.02%	0.02%
ITW	B	0.22%	0.04%	0.04%
JBHT	C	0.04%	0.04%	0.04%
JCI	C	0.15%	0.03%	0.03%
JNJ	D	0.99%	0.02%	0.02%
JPM	A	1.88%	0.02%	0.02%
K	A	0.06%	0.02%	0.02%
KDP	D	0.1%	0.02%	0.02%
KIM	A	0.04%	0.0%	0.0%
KMB	D	0.12%	0.02%	0.02%
KMI	A	0.14%	0.01%	0.01%
KO	D	0.69%	0.05%	0.05%
LH	C	0.05%	0.02%	0.02%
LII	A	0.06%	0.03%	0.03%
LIN	D	0.59%	0.0%	0.0%
LLY	F	1.72%	0.02%	0.02%
LNT	A	0.04%	0.02%	0.02%
LVS	C	0.05%	0.03%	0.03%
MA	C	1.17%	0.04%	0.04%
MAR	B	0.19%	0.02%	0.02%
MCD	D	0.58%	0.01%	0.01%
MCK	B	0.21%	0.01%	0.01%
MCO	B	0.21%	0.02%	0.02%
MDLZ	F	0.24%	0.03%	0.03%
MKC	D	0.05%	0.03%	0.03%
MLM	B	0.1%	0.04%	0.04%
MMC	B	0.3%	0.02%	0.02%
MMM	D	0.2%	0.02%	0.02%
MRK	F	0.67%	0.05%	0.05%
MS	A	0.44%	0.03%	0.03%
MSFT	F	4.42%	0.05%	0.05%
NDAQ	A	0.09%	0.02%	0.02%
NEE	D	0.42%	0.0%	0.0%
NEM	D	0.13%	0.01%	0.01%
NKE	D	0.25%	0.01%	0.01%
NSC	B	0.16%	0.0%	0.0%
NTRS	A	0.06%	0.04%	0.04%
NUE	C	0.1%	0.02%	0.02%
NVDA	C	6.73%	0.03%	0.03%
O	D	0.13%	0.01%	0.01%
OC	A	0.05%	0.02%	0.02%
OKE	A	0.17%	0.0%	0.0%
ORCL	B	0.84%	0.06%	0.06%
PCAR	B	0.16%	0.0%	0.0%
PEG	A	0.12%	0.02%	0.02%
PEP	F	0.61%	0.02%	0.02%
PFE	D	0.4%	0.03%	0.03%
PG	A	1.07%	0.02%	0.02%
PPG	F	0.08%	0.01%	0.01%
PYPL	B	0.23%	0.03%	0.03%
QCOM	F	0.49%	0.02%	0.02%
ROK	B	0.09%	0.02%	0.02%
ROP	B	0.16%	0.01%	0.01%
RPM	A	0.05%	0.02%	0.02%
RSG	A	0.13%	0.01%	0.01%
SBUX	A	0.3%	0.04%	0.04%
SCHW	B	0.33%	0.01%	0.01%
SHW	A	0.25%	0.02%	0.02%
SLB	C	0.17%	0.02%	0.02%
SO	D	0.26%	0.0%	0.0%
SPG	B	0.16%	0.02%	0.02%
SPGI	C	0.44%	0.04%	0.04%
SRE	A	0.16%	0.02%	0.02%
STLD	B	0.06%	0.02%	0.02%
STT	A	0.08%	0.01%	0.01%
STZ	D	0.11%	0.02%	0.02%
T	A	0.43%	0.01%	0.01%
TAP	C	0.03%	0.08%	0.03%
TGT	F	0.19%	0.05%	0.05%
TMO	F	0.55%	0.03%	0.03%
TMUS	B	0.34%	0.06%	0.06%
TRMB	B	0.05%	0.02%	0.02%
TT	A	0.25%	0.03%	0.03%
TXN	C	0.51%	0.0%	0.0%
UNH	C	1.47%	0.01%	0.01%
UNP	C	0.39%	0.0%	0.0%
UPS	C	0.26%	0.02%	0.02%
USB	A	0.21%	0.03%	0.03%
V	A	1.31%	0.09%	0.09%
VRSK	A	0.11%	0.05%	0.05%
VZ	C	0.46%	0.02%	0.02%
WAB	B	0.09%	0.02%	0.02%
WELL	A	0.22%	0.0%	0.0%
WFC	A	0.69%	0.02%	0.02%
WM	A	0.24%	0.02%	0.02%
WMT	A	1.01%	0.03%	0.03%
XEL	A	0.1%	0.02%	0.02%
XOM	B	1.46%	0.03%	0.03%
ZBH	C	0.06%	0.01%	0.01%
ZTS	D	0.22%	0.02%	0.02%

USCL Overweight 113 Positions Relative to SCHJ

Symbol	Grade	Weight
META	D	3.42%
TSLA	B	2.41%
GOOG	C	2.03%
NFLX	A	0.98%
AMD	F	0.61%
ACN	C	0.61%
NOW	A	0.58%
PGR	A	0.41%
UBER	D	0.36%
PANW	C	0.35%
BX	A	0.35%
VRTX	F	0.34%
FI	A	0.33%
PLTR	B	0.32%
PLD	D	0.29%
SNPS	B	0.23%
REGN	F	0.23%
MELI	D	0.23%
CMG	B	0.22%
CDNS	B	0.22%
CTAS	B	0.21%
CRWD	B	0.21%
CRH	A	0.19%
CEG	D	0.19%
AJG	B	0.18%
APO	B	0.18%
FCX	D	0.17%
HLT	A	0.17%
ECL	D	0.17%
WDAY	B	0.16%
TRV	B	0.16%
ABNB	C	0.16%
SQ	B	0.13%
WCN	A	0.13%
PWR	A	0.13%
PAYX	C	0.13%
CPRT	A	0.13%
BKR	B	0.12%
ODFL	B	0.12%
F	C	0.12%
AME	A	0.12%
SNOW	C	0.11%
EW	C	0.11%
TEAM	A	0.11%
CTSH	B	0.11%
CBRE	B	0.11%
MNST	C	0.11%
IT	C	0.11%
IQV	D	0.1%
ACGL	D	0.1%
LULU	C	0.1%
YUM	B	0.1%
GRMN	B	0.09%
WTW	B	0.09%
VICI	C	0.09%
HUBS	A	0.09%
OXY	D	0.09%
HIG	B	0.09%
IDXX	F	0.09%
NET	B	0.08%
ANSS	B	0.08%
XYL	D	0.08%
WST	C	0.07%
MTD	D	0.07%
TROW	B	0.07%
DECK	A	0.07%
CBOE	B	0.06%
WAT	B	0.06%
WY	D	0.06%
PTC	A	0.06%
WSM	B	0.05%
GEN	B	0.05%
EXPD	D	0.05%
MANH	D	0.05%
PNR	A	0.05%
FWONK	B	0.05%
PINS	D	0.05%
IEX	B	0.05%
ULTA	F	0.05%
WRB	A	0.05%
ZS	C	0.05%
FDS	B	0.05%
BALL	D	0.05%
TRU	D	0.05%
FSLR	F	0.05%
BAH	F	0.05%
REG	B	0.04%
AKAM	D	0.04%
RVTY	F	0.04%
ACM	A	0.04%
TW	A	0.04%
GGG	B	0.04%
TWLO	A	0.04%
AVY	D	0.04%
MRO	B	0.04%
WYNN	D	0.03%
WTRG	B	0.03%
CRL	C	0.03%
CTLT	B	0.03%
CCK	C	0.03%
SNAP	C	0.03%
PAYC	B	0.03%
CG	A	0.03%
DAY	B	0.03%
OKTA	C	0.03%
INCY	C	0.03%
JKHY	D	0.03%
AZPN	A	0.02%
BSY	D	0.02%
MTCH	D	0.02%
DVA	B	0.02%
TFX	F	0.02%
MGM	D	0.02%

USCL Underweight 253 Positions Relative to SCHJ

Symbol	Grade	Weight
HPQ	B	-0.1%
CARR	D	-0.1%
MDT	D	-0.1%
BABA	D	-0.09%
OTIS	C	-0.07%
KLAC	D	-0.07%
STLA	F	-0.07%
NI	A	-0.06%
WBA	F	-0.06%
RF	A	-0.05%
MCHP	D	-0.05%
SJM	D	-0.05%
EMN	D	-0.05%
SF	B	-0.05%
HRL	D	-0.05%
BDX	F	-0.05%
BERY	B	-0.05%
SYF	B	-0.05%
DLTR	F	-0.05%
UHS	D	-0.04%
DXC	B	-0.04%
AMAT	F	-0.04%
CMA	A	-0.04%
BHP	F	-0.04%
PPL	B	-0.04%
WLK	D	-0.04%
DOW	F	-0.04%
VFC	C	-0.04%
PH	A	-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%
NOC	D	-0.04%
LUV	C	-0.04%
HCA	F	-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%
EA	A	-0.03%
BWA	D	-0.03%
PHM	D	-0.03%
IFF	D	-0.03%
SWKS	F	-0.03%
KMPR	B	-0.03%
HAS	D	-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%
BC	C	-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%
JD	D	-0.03%
MSI	B	-0.03%
AWH	F	-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%
DGX	A	-0.03%
EVRG	A	-0.03%
AVT	C	-0.03%
ALLY	C	-0.03%
HAL	C	-0.03%
MPC	D	-0.03%
VLO	C	-0.03%
WMB	A	-0.03%
MU	D	-0.03%
EPD	A	-0.03%
ARCC	A	-0.03%
BIDU	F	-0.03%
GE	D	-0.03%
C	A	-0.03%
HSBC	B	-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%
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%
PSEC	D	-0.02%
AGO	B	-0.02%
RNR	C	-0.02%
ADM	D	-0.02%
KRC	C	-0.02%
TKR	D	-0.02%
JNPR	F	-0.02%
RS	B	-0.02%
PNW	B	-0.02%
G	B	-0.02%
HRB	D	-0.02%
GBDC	C	-0.02%
FHN	A	-0.02%
CF	B	-0.02%
DAL	C	-0.02%
LNC	B	-0.02%
HOG	D	-0.02%
UNM	A	-0.02%
PKG	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%
PFG	D	-0.02%
WPC	D	-0.02%
MRVL	B	-0.02%
BG	F	-0.02%
NTAP	C	-0.02%
L	A	-0.02%
KR	B	-0.02%
HII	D	-0.02%
LYB	F	-0.02%
DHI	D	-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%
TJX	A	-0.02%
CAH	B	-0.02%
HBAN	A	-0.02%
SITC	D	-0.02%
ORLY	B	-0.02%
CFG	B	-0.02%
LEN	D	-0.02%
EXPE	B	-0.02%
AMP	A	-0.02%
SYK	C	-0.02%
ROST	C	-0.02%
AGR	B	-0.02%
PM	B	-0.02%
ETR	B	-0.02%
CNH	C	-0.02%
MET	A	-0.02%
NXPI	D	-0.02%
HST	C	-0.02%
GLPI	C	-0.02%
MO	A	-0.02%
CM	A	-0.02%
TSN	B	-0.02%
AL	B	-0.02%
SYY	B	-0.02%
GD	F	-0.02%
RTX	C	-0.02%
VOD	F	-0.02%
PNC	B	-0.02%
AER	B	-0.02%
BNS	A	-0.02%
DB	D	-0.02%
OMC	C	-0.02%
PCG	A	-0.02%
TFC	A	-0.02%
LMT	D	-0.02%
RY	A	-0.02%
CI	F	-0.02%
MUFG	B	-0.02%
NWG	C	-0.02%
BEN	C	-0.01%
VNO	B	-0.01%
FE	C	-0.01%
BRO	B	-0.01%
PDM	D	-0.01%
ARW	D	-0.01%
OGE	B	-0.01%
MAA	B	-0.01%
OHI	C	-0.01%
AFL	B	-0.01%
CP	D	-0.01%
WEST	C	-0.01%
MTB	A	-0.01%
PSA	D	-0.01%
AMG	B	-0.01%
OGS	A	-0.01%
LRCX	F	-0.01%
PAA	B	-0.01%
APTV	D	-0.01%
VTR	C	-0.01%
NFG	A	-0.01%
PRU	A	-0.01%
CAG	D	-0.01%
DTE	C	-0.01%
LOW	D	-0.01%
FITB	A	-0.01%
PSX	C	-0.01%
BMO	A	-0.01%
TD	F	-0.01%
COF	B	-0.01%
AZN	D	-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%
APH	A	-0.0%
AZO	C	-0.0%
ESS	B	-0.0%
BDN	C	-0.0%
BRX	A	-0.0%
WU	D	-0.0%
IVZ	B	-0.0%
TXT	D	-0.0%
EIX	B	-0.0%
AES	F	-0.0%
FSK	A	-0.0%
MPLX	A	-0.0%