VUSB vs. SCHJ ETF Comparison

Comparison of Vanguard Ultra-Short Bond ETF (VUSB) to HCM Defender 500 Index ETF (SCHJ)

VUSB

Vanguard Ultra-Short Bond ETF

VUSB Description

Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF is an exchange traded fund launched and managed by The Vanguard Group, Inc. The fund invests in the fixed income markets. It primarily invests in high-quality securities that are rated A3 or better and medium-quality securities that are rated Baa1, Baa2, or Baa3 by Moody's Investors Service, Inc. The fund seeks to invest in securities with maturity of 0-2 years. The fund employs fundamental analysis with bottom-up and top-down security picking approach to create its portfolio. Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF was formed on April 5, 2021 is domiciled in the United States.

Grade (RS Rating)

Last Trade

$49.72

Average Daily Volume

687,855

Number of Holdings ^*

201

* 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

$24.43

Average Daily Volume

89,510

Number of Holdings ^*

436

* may have additional holdings in another (foreign) market

Performance

Period	VUSB	SCHJ
30 Days	0.32%	-0.24%
60 Days	0.44%	-0.92%
90 Days	1.23%	0.43%
12 Months	6.25%	6.76%

185 Overlapping Holdings

	Symbol	Grade	Weight in VUSB	Weight in SCHJ	Overlap
	AAPL	C	0.12%	0.04%	0.04%
	ABBV	F	0.05%	0.03%	0.03%
	AEE	A	0.03%	0.0%	0.0%
	AEP	C	0.06%	0.01%	0.01%
	AER	B	0.01%	0.02%	0.01%
	AIG	D	0.17%	0.04%	0.04%
	AL	B	0.06%	0.02%	0.02%
	ALL	A	0.27%	0.03%	0.03%
	ALLY	C	0.06%	0.03%	0.03%
	AMGN	D	0.12%	0.01%	0.01%
	AMP	A	0.2%	0.02%	0.02%
	AMT	D	0.01%	0.01%	0.01%
	AMZN	B	0.06%	0.04%	0.04%
	AON	B	0.07%	0.02%	0.02%
	ARCC	A	0.03%	0.03%	0.03%
	ARW	D	0.01%	0.01%	0.01%
	ATO	A	0.01%	0.05%	0.01%
	AVB	B	0.01%	0.01%	0.01%
	AVGO	D	0.01%	0.02%	0.01%
	AXP	B	0.05%	0.04%	0.04%
	AZN	F	0.01%	0.01%	0.01%
	AZO	C	0.01%	0.0%	0.0%
	BA	D	0.01%	0.01%	0.01%
	BAC	A	0.01%	0.03%	0.01%
	BDN	C	0.11%	0.0%	0.0%
	BEN	C	0.01%	0.01%	0.01%
	BHP	F	0.09%	0.04%	0.04%
	BIIB	F	0.03%	0.1%	0.03%
	BK	B	0.03%	0.01%	0.01%
	BKH	A	0.03%	0.02%	0.02%
	BMO	A	0.02%	0.01%	0.01%
	BMY	B	0.03%	0.02%	0.02%
	BNS	A	0.02%	0.02%	0.02%
	BXP	D	0.02%	0.02%	0.02%
	C	B	0.01%	0.03%	0.01%
	CAG	D	0.07%	0.01%	0.01%
	CAT	C	0.01%	0.02%	0.01%
	CB	D	0.11%	0.02%	0.02%
	CCI	C	0.04%	0.01%	0.01%
	CFG	B	0.02%	0.02%	0.02%
	CHD	A	0.09%	0.01%	0.01%
	CHTR	B	0.18%	0.06%	0.06%
	CI	D	0.04%	0.02%	0.02%
	CM	A	0.1%	0.02%	0.02%
	CMCSA	B	0.6%	0.01%	0.01%
	CME	A	0.04%	0.07%	0.04%
	CNH	C	0.24%	0.02%	0.02%
	CNP	A	0.01%	0.02%	0.01%
	COF	B	0.61%	0.01%	0.01%
	COP	B	0.52%	0.09%	0.09%
	CPB	D	0.01%	0.01%	0.01%
	CSL	C	0.04%	0.01%	0.01%
	CVS	D	0.01%	0.01%	0.01%
	CVX	A	0.01%	0.02%	0.01%
	D	C	0.01%	0.02%	0.01%
	DB	D	0.09%	0.02%	0.02%
	DD	D	0.03%	0.09%	0.03%
	DE	C	0.01%	0.0%	0.0%
	DELL	C	0.04%	0.04%	0.04%
	DFS	B	0.03%	0.02%	0.02%
	DIS	B	0.05%	0.04%	0.04%
	DTE	C	0.06%	0.01%	0.01%
	DUK	C	0.02%	0.02%	0.02%
	EBAY	D	0.19%	0.03%	0.03%
	EIX	C	0.01%	0.0%	0.0%
	EMN	D	0.42%	0.05%	0.05%
	EOG	A	0.23%	0.02%	0.02%
	EPD	A	0.06%	0.03%	0.03%
	EQH	B	0.17%	0.02%	0.02%
	EQR	C	0.13%	0.03%	0.03%
	ES	C	0.04%	0.01%	0.01%
	ETR	A	0.05%	0.02%	0.02%
	EXC	C	0.01%	0.03%	0.01%
	FANG	C	0.01%	0.03%	0.01%
	FIS	C	0.01%	0.03%	0.01%
	GE	D	0.02%	0.03%	0.02%
	GILD	B	0.36%	0.07%	0.07%
	GIS	D	0.47%	0.01%	0.01%
	GM	B	0.03%	0.01%	0.01%
	GPN	C	0.18%	0.02%	0.02%
	GS	B	0.01%	0.05%	0.01%
	GSK	F	0.01%	0.04%	0.01%
	HD	C	0.01%	0.01%	0.01%
	HII	F	0.19%	0.02%	0.02%
	HOG	F	0.02%	0.02%	0.02%
	HON	B	0.02%	0.04%	0.02%
	HPE	B	0.01%	0.03%	0.01%
	HRL	D	0.28%	0.05%	0.05%
	HSBC	A	0.01%	0.03%	0.01%
	HUM	C	0.11%	0.01%	0.01%
	IBM	C	0.08%	0.03%	0.03%
	ICE	D	0.05%	0.02%	0.02%
	IFF	D	0.05%	0.03%	0.03%
	ILMN	C	0.06%	0.02%	0.02%
	INTC	C	0.03%	0.02%	0.02%
	IVZ	B	0.07%	0.0%	0.0%
	JPM	B	0.01%	0.02%	0.01%
	KDP	D	0.01%	0.02%	0.01%
	KEY	B	0.05%	0.03%	0.03%
	KIM	A	0.13%	0.0%	0.0%
	KMB	C	0.03%	0.02%	0.02%
	KMI	A	0.02%	0.01%	0.01%
	KMPR	A	0.02%	0.03%	0.02%
	KR	B	0.08%	0.02%	0.02%
	KRC	C	0.03%	0.02%	0.02%
	LEN	D	0.11%	0.02%	0.02%
	LIN	D	0.01%	0.0%	0.0%
	LLY	F	0.05%	0.02%	0.02%
	LNC	B	0.09%	0.02%	0.02%
	LOW	C	0.01%	0.01%	0.01%
	LUV	B	0.01%	0.04%	0.01%
	LYB	F	0.01%	0.02%	0.01%
	MAR	B	0.01%	0.02%	0.01%
	MCK	A	0.23%	0.01%	0.01%
	MCO	B	0.07%	0.02%	0.02%
	MDLZ	F	0.07%	0.03%	0.03%
	MET	A	0.01%	0.02%	0.01%
	MKC	C	0.17%	0.03%	0.03%
	MLM	B	0.23%	0.04%	0.04%
	MMC	D	0.08%	0.02%	0.02%
	MPC	C	0.18%	0.03%	0.03%
	MRK	F	0.02%	0.05%	0.02%
	MS	B	0.08%	0.03%	0.03%
	MSFT	D	0.03%	0.05%	0.03%
	MUFG	B	0.06%	0.02%	0.02%
	NDAQ	A	0.05%	0.02%	0.02%
	NEE	C	0.01%	0.0%	0.0%
	NEM	D	0.01%	0.01%	0.01%
	NSC	B	0.02%	0.0%	0.0%
	NUE	D	0.29%	0.02%	0.02%
	NVDA	A	0.71%	0.03%	0.03%
	NWG	A	0.09%	0.02%	0.02%
	O	D	0.02%	0.01%	0.01%
	OHI	C	0.04%	0.01%	0.01%
	OKE	A	0.14%	0.0%	0.0%
	OPI	F	0.04%	0.03%	0.03%
	ORCL	A	0.03%	0.06%	0.03%
	PAA	B	0.06%	0.01%	0.01%
	PCAR	C	0.01%	0.0%	0.0%
	PEP	F	0.13%	0.02%	0.02%
	PFG	C	0.11%	0.02%	0.02%
	PG	C	0.09%	0.02%	0.02%
	PM	A	0.03%	0.02%	0.02%
	PNC	B	0.02%	0.02%	0.02%
	PRU	B	0.05%	0.01%	0.01%
	PSA	D	0.25%	0.01%	0.01%
	PSX	C	0.11%	0.01%	0.01%
	PYPL	B	0.2%	0.03%	0.03%
	R	B	0.06%	0.02%	0.02%
	RL	C	0.99%	0.03%	0.03%
	ROK	B	0.14%	0.02%	0.02%
	RPRX	D	0.17%	0.04%	0.04%
	SBUX	B	0.1%	0.04%	0.04%
	SCHW	A	0.01%	0.01%	0.01%
	SHW	C	0.04%	0.02%	0.02%
	SLB	C	0.12%	0.02%	0.02%
	SLG	B	0.1%	0.02%	0.02%
	SO	C	0.04%	0.0%	0.0%
	SPG	A	0.3%	0.02%	0.02%
	SRE	A	0.11%	0.02%	0.02%
	STT	A	0.01%	0.01%	0.01%
	STZ	D	0.23%	0.02%	0.02%
	SWKS	F	0.15%	0.03%	0.03%
	SYF	B	0.03%	0.05%	0.03%
	SYY	D	0.43%	0.02%	0.02%
	T	A	0.01%	0.01%	0.01%
	TAP	C	0.02%	0.08%	0.02%
	TD	D	0.05%	0.01%	0.01%
	TDY	B	0.1%	0.02%	0.02%
	TEL	C	0.03%	0.03%	0.03%
	TFC	B	0.01%	0.02%	0.01%
	TSN	B	0.01%	0.02%	0.01%
	TXN	C	0.06%	0.0%	0.0%
	UNH	B	0.01%	0.01%	0.01%
	UNP	D	0.14%	0.0%	0.0%
	UPS	C	0.03%	0.02%	0.02%
	USB	A	0.03%	0.03%	0.03%
	VOD	D	0.02%	0.02%	0.02%
	VZ	C	0.01%	0.02%	0.01%
	WFC	A	0.01%	0.02%	0.01%
	WM	B	0.24%	0.02%	0.02%
	WMB	A	0.01%	0.03%	0.01%
	XOM	A	0.01%	0.03%	0.01%
	ZBH	C	0.28%	0.01%	0.01%
	ZTS	D	0.04%	0.02%	0.02%

VUSB Overweight 16 Positions Relative to SCHJ

	Symbol	Grade	Weight
	BHF	B	0.7%
	ESGR	B	0.13%
	CCEP	D	0.08%
	AMTD	F	0.06%
	UBS	B	0.06%
	KSA	D	0.05%
	VTRS	A	0.05%
	SEB	F	0.04%
	FNF	D	0.03%
	WRB	A	0.02%
	CTAS	B	0.01%
	DT	D	0.01%
	MKL	A	0.01%
	JXN	C	0.01%
	ET	A	0.01%
	PL	B	0.01%

VUSB Underweight 251 Positions Relative to SCHJ

	Symbol	Grade	Weight
	HPQ	B	-0.1%
	CARR	D	-0.1%
	MDT	D	-0.1%
	BABA	D	-0.09%
	V	A	-0.09%
	OTIS	D	-0.07%
	KLAC	F	-0.07%
	BLK	B	-0.07%
	STLA	F	-0.07%
	NI	A	-0.06%
	WBA	F	-0.06%
	TMUS	B	-0.06%
	ETN	B	-0.05%
	KO	D	-0.05%
	RF	A	-0.05%
	MCHP	F	-0.05%
	SJM	D	-0.05%
	ADP	B	-0.05%
	SF	B	-0.05%
	VRSK	A	-0.05%
	TGT	F	-0.05%
	BDX	F	-0.05%
	BERY	C	-0.05%
	DLTR	F	-0.05%
	ITW	B	-0.04%
	SPGI	D	-0.04%
	UHS	D	-0.04%
	DXC	C	-0.04%
	AMAT	F	-0.04%
	NTRS	A	-0.04%
	CMA	B	-0.04%
	PPL	A	-0.04%
	FDX	B	-0.04%
	WLK	F	-0.04%
	JBHT	C	-0.04%
	DOW	F	-0.04%
	VFC	C	-0.04%
	PH	B	-0.04%
	MA	B	-0.04%
	MOS	D	-0.04%
	FOXA	B	-0.04%
	JEF	A	-0.04%
	NOC	D	-0.04%
	HCA	F	-0.04%
	AMCR	C	-0.03%
	TPR	B	-0.03%
	FAF	A	-0.03%
	KEYS	A	-0.03%
	VMC	B	-0.03%
	HP	C	-0.03%
	THG	A	-0.03%
	DLR	A	-0.03%
	EA	A	-0.03%
	BWA	D	-0.03%
	PHM	D	-0.03%
	EMR	A	-0.03%
	HAS	D	-0.03%
	CLX	A	-0.03%
	MAIN	A	-0.03%
	GP	F	-0.03%
	ORI	A	-0.03%
	TME	D	-0.03%
	GWW	B	-0.03%
	FTNT	B	-0.03%
	BC	F	-0.03%
	LII	A	-0.03%
	JBL	C	-0.03%
	ED	C	-0.03%
	SNX	C	-0.03%
	AN	D	-0.03%
	LDOS	C	-0.03%
	MHK	D	-0.03%
	WB	C	-0.03%
	BAX	F	-0.03%
	CE	F	-0.03%
	FRT	B	-0.03%
	FTV	C	-0.03%
	JD	D	-0.03%
	MSI	A	-0.03%
	AWH	F	-0.03%
	JCI	B	-0.03%
	IP	A	-0.03%
	PVH	D	-0.03%
	JHG	B	-0.03%
	VNT	C	-0.03%
	BKU	A	-0.03%
	VRSN	D	-0.03%
	CNO	B	-0.03%
	SWK	F	-0.03%
	DG	F	-0.03%
	LHX	B	-0.03%
	DGX	A	-0.03%
	EVRG	A	-0.03%
	AVT	C	-0.03%
	HAL	C	-0.03%
	TT	A	-0.03%
	TMO	D	-0.03%
	VLO	C	-0.03%
	LVS	B	-0.03%
	MU	D	-0.03%
	PFE	F	-0.03%
	GOOGL	B	-0.03%
	BIDU	D	-0.03%
	CSCO	B	-0.03%
	WMT	A	-0.03%
	TSLX	C	-0.02%
	TCPC	C	-0.02%
	FNB	B	-0.02%
	VLY	B	-0.02%
	SNV	B	-0.02%
	WAL	B	-0.02%
	ALLE	D	-0.02%
	ADI	D	-0.02%
	AIZ	A	-0.02%
	APD	A	-0.02%
	DOV	B	-0.02%
	LEG	F	-0.02%
	RGA	B	-0.02%
	KSS	F	-0.02%
	SBRA	B	-0.02%
	OCSL	F	-0.02%
	GXO	B	-0.02%
	HTGC	D	-0.02%
	NEU	D	-0.02%
	BCSF	C	-0.02%
	CTVA	C	-0.02%
	PSEC	D	-0.02%
	AGO	A	-0.02%
	RNR	C	-0.02%
	HES	B	-0.02%
	TRMB	B	-0.02%
	ADM	D	-0.02%
	TKR	F	-0.02%
	OC	A	-0.02%
	ADSK	A	-0.02%
	JNPR	D	-0.02%
	RS	B	-0.02%
	PNW	A	-0.02%
	G	B	-0.02%
	HRB	D	-0.02%
	RPM	B	-0.02%
	EL	F	-0.02%
	GBDC	B	-0.02%
	FHN	B	-0.02%
	CF	A	-0.02%
	STLD	B	-0.02%
	DAL	A	-0.02%
	LNT	A	-0.02%
	UNM	A	-0.02%
	PKG	A	-0.02%
	HUBB	B	-0.02%
	LAZ	B	-0.02%
	BR	B	-0.02%
	GSBD	F	-0.02%
	VOYA	B	-0.02%
	WPC	C	-0.02%
	MRVL	B	-0.02%
	INTU	B	-0.02%
	BG	D	-0.02%
	NTAP	C	-0.02%
	L	A	-0.02%
	A	F	-0.02%
	H	B	-0.02%
	ARE	F	-0.02%
	DHI	D	-0.02%
	CNA	C	-0.02%
	NNN	C	-0.02%
	UAL	A	-0.02%
	EQIX	A	-0.02%
	WEC	A	-0.02%
	AWK	C	-0.02%
	DVN	F	-0.02%
	TJX	A	-0.02%
	CAH	B	-0.02%
	HBAN	B	-0.02%
	XEL	A	-0.02%
	MMM	D	-0.02%
	WAB	B	-0.02%
	SITC	D	-0.02%
	ORLY	B	-0.02%
	EXPE	B	-0.02%
	BKNG	A	-0.02%
	PEG	A	-0.02%
	ABT	B	-0.02%
	LH	B	-0.02%
	SYK	A	-0.02%
	ROST	D	-0.02%
	AGR	A	-0.02%
	K	A	-0.02%
	NXPI	F	-0.02%
	HST	D	-0.02%
	GLPI	C	-0.02%
	CRM	B	-0.02%
	MO	A	-0.02%
	QCOM	F	-0.02%
	GD	D	-0.02%
	RTX	D	-0.02%
	OMC	D	-0.02%
	PCG	A	-0.02%
	LMT	D	-0.02%
	JNJ	D	-0.02%
	RY	C	-0.02%
	VNO	C	-0.01%
	FE	C	-0.01%
	BRO	B	-0.01%
	ALB	B	-0.01%
	PDM	D	-0.01%
	OGE	A	-0.01%
	MAA	B	-0.01%
	CSX	C	-0.01%
	EFX	F	-0.01%
	RSG	A	-0.01%
	ROP	C	-0.01%
	AFL	C	-0.01%
	CP	F	-0.01%
	DHR	D	-0.01%
	NKE	F	-0.01%
	WEST	C	-0.01%
	MTB	A	-0.01%
	PPG	F	-0.01%
	HSY	F	-0.01%
	AMG	B	-0.01%
	OGS	A	-0.01%
	LRCX	F	-0.01%
	APTV	F	-0.01%
	ADBE	D	-0.01%
	VTR	B	-0.01%
	NFG	A	-0.01%
	FITB	B	-0.01%
	MCD	D	-0.01%
	FCNCA	A	-0.0%
	CTRA	B	-0.0%
	COST	A	-0.0%
	CMS	C	-0.0%
	SCCO	F	-0.0%
	CMI	A	-0.0%
	WHR	B	-0.0%
	FLEX	A	-0.0%
	CUBE	D	-0.0%
	APH	B	-0.0%
	ESS	B	-0.0%
	BRX	A	-0.0%
	WU	F	-0.0%
	TXT	D	-0.0%
	CL	D	-0.0%
	WELL	A	-0.0%
	BSX	A	-0.0%
	AES	F	-0.0%
	DOC	D	-0.0%
	FSK	A	-0.0%
	MPLX	A	-0.0%

VUSB: Top Represented Industries & Keywords

Industries: Banks - Global Drug Manufacturers - Major Utilities - Regulated Electric Asset Management Oil & Gas Midstream Banks - Regional - US Capital Markets Credit Services Insurance - Life Packaged Foods REIT - Office Semiconductors Utilities - Diversified Health Care Plans Insurance - Diversified Insurance - Property & Casualty Specialty Chemicals Telecom Services Aerospace & Defense Beverages - Soft Drinks

Keywords: S&P 500 Nasdaq 100 Natural Gas Bank Dow Jones Component Insurance Banking Financial Products Insurance Products Electricity Investment Bank Cash Management Crude Oil Investment Banking Real Estate Investment Trust Commercial Banking Electronics Investment Management Chemical Computing

SCHJ: Top Represented Industries & Keywords

Industries: Utilities - Regulated Electric Asset Management Banks - Regional - US Banks - Global Drug Manufacturers - Major Credit Services Diversified Industrials Semiconductors REIT - Office Specialty Chemicals Business Services Packaged Foods Utilities - Diversified Aerospace & Defense Capital Markets Diagnostics & Research Insurance - Life Oil & Gas E&P REIT - Retail Household & Personal Products

Keywords: S&P 500 Nasdaq 100 Natural Gas Bank Insurance Banking Electricity Dow Jones Component Real Estate Investment Trust Investment Bank Computing Electronics Financial Products Insurance Products Cash Management Aerospace Chemical Commercial Banking Semiconductor Disability