XJH vs. SCHZ ETF Comparison

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

$39.04

Average Daily Volume

19,608

Number of Holdings *

356

* may have additional holdings in another (foreign) market
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

$45.97

Average Daily Volume

558,782

Number of Holdings *

544

* may have additional holdings in another (foreign) market
Performance
Period XJH SCHZ
30 Days -4.85% 1.04%
60 Days 1.17% 3.35%
90 Days -1.84% 1.77%
12 Months 11.76% 3.03%
80 Overlapping Holdings
Symbol Grade Weight in XJH Weight in SCHZ Overlap
ADC B 0.26% 0.0% 0.0%
AFG D 0.37% 0.0% 0.0%
ALLY C 0.45% 0.0% 0.0%
AMG D 0.23% 0.0% 0.0%
AN B 0.19% 0.0% 0.0%
ARW B 0.31% 0.0% 0.0%
AVT B 0.22% 0.0% 0.0%
AYI D 0.33% 0.0% 0.0%
BC F 0.23% 0.0% 0.0%
BERY C 0.31% 0.0% 0.0%
BHF F 0.13% 0.0% 0.0%
BRX B 0.29% 0.0% 0.0%
CBT C 0.24% 0.0% 0.0%
CHH D 0.12% 0.0% 0.0%
CNO C 0.14% 0.0% 0.0%
COKE B 0.21% 0.0% 0.0%
CSL B 0.85% 0.0% 0.0%
CUBE B 0.41% 0.0% 0.0%
DT F 0.49% 0.01% 0.01%
EPR D 0.14% 0.0% 0.0%
EXP D 0.33% 0.0% 0.0%
FAF D 0.25% 0.0% 0.0%
FHN D 0.37% 0.0% 0.0%
FLO D 0.19% 0.0% 0.0%
FLS D 0.26% 0.0% 0.0%
FNF D 0.52% 0.0% 0.0%
G D 0.24% 0.0% 0.0%
GLPI C 0.58% 0.0% 0.0%
GXO F 0.26% 0.0% 0.0%
H C 0.27% 0.0% 0.0%
HOG F 0.19% 0.0% 0.0%
HR B 0.27% 0.0% 0.0%
HRB B 0.31% 0.0% 0.0%
INGR D 0.33% 0.0% 0.0%
JEF C 0.35% 0.0% 0.0%
KEX B 0.3% 0.0% 0.0%
KMPR D 0.15% 0.0% 0.0%
KRC F 0.15% 0.0% 0.0%
KRG B 0.2% 0.0% 0.0%
LEA F 0.3% 0.0% 0.0%
LEG F 0.07% 0.0% 0.0%
LII A 0.67% 0.0% 0.0%
MP F 0.09% 0.0% 0.0%
NEU D 0.16% 0.0% 0.0%
NNN B 0.33% 0.0% 0.0%
NOV D 0.3% 0.0% 0.0%
NVT B 0.57% 0.0% 0.0%
NYCB F 0.1% 0.0% 0.0%
OC B 0.67% 0.0% 0.0%
OGS F 0.14% 0.0% 0.0%
OHI A 0.34% 0.0% 0.0%
ORI C 0.36% 0.0% 0.0%
OSK D 0.31% 0.0% 0.0%
PVH C 0.31% 0.0% 0.0%
R D 0.24% 0.0% 0.0%
REXR D 0.39% 0.0% 0.0%
RGA B 0.6% 0.0% 0.0%
RNR C 0.51% 0.0% 0.0%
RPM B 0.61% 0.0% 0.0%
RS D 0.71% 0.0% 0.0%
SBRA B 0.14% 0.0% 0.0%
SF D 0.35% 0.0% 0.0%
SIGI F 0.24% 0.0% 0.0%
SNV D 0.25% 0.0% 0.0%
SNX A 0.44% 0.0% 0.0%
SON C 0.26% 0.0% 0.0%
SWX D 0.19% 0.0% 0.0%
THG D 0.2% 0.0% 0.0%
TKR D 0.23% 0.0% 0.0%
UNM D 0.32% 0.0% 0.0%
VLY F 0.13% 0.0% 0.0%
VMI B 0.23% 0.0% 0.0%
VNO C 0.17% 0.0% 0.0%
VNT D 0.26% 0.0% 0.0%
VOYA C 0.42% 0.0% 0.0%
WBS F 0.32% 0.0% 0.0%
WLK D 0.23% 0.0% 0.0%
WPC D 0.58% 0.0% 0.0%
WTRG B 0.41% 0.0% 0.0%
WU D 0.15% 0.0% 0.0%
XJH Overweight 276 Positions Relative to SCHZ
Symbol Grade Weight
GDDY B 0.85%
PSTG A 0.82%
WSM B 0.81%
EME B 0.75%
BURL B 0.65%
WSO B 0.62%
THC B 0.6%
GGG D 0.59%
NBIX C 0.59%
UTHR A 0.58%
MANH C 0.58%
BLD B 0.57%
IBKR B 0.57%
USFD C 0.56%
FND B 0.56%
TOL C 0.55%
GME C 0.54%
ACM D 0.54%
XPO D 0.54%
ELS C 0.53%
SAIA D 0.51%
WMS C 0.5%
BJ B 0.5%
WING B 0.49%
CLH A 0.48%
TXRH B 0.48%
LECO F 0.48%
SCI B 0.47%
TTEK B 0.47%
CELH F 0.47%
FIX C 0.47%
WWD B 0.47%
ONTO B 0.46%
CW C 0.45%
LAMR C 0.44%
EWBC D 0.44%
NLY A 0.44%
ELF B 0.43%
CCK D 0.42%
SKX B 0.41%
RRX F 0.4%
MEDP C 0.4%
TTC B 0.4%
ATR B 0.4%
JLL B 0.4%
CROX A 0.39%
CHDN B 0.39%
ERIE D 0.39%
LNW C 0.39%
CG D 0.39%
DINO D 0.38%
TREX C 0.38%
ALV D 0.38%
TPX D 0.37%
KNSL F 0.37%
DCI D 0.37%
X F 0.37%
ARMK B 0.37%
RGLD D 0.37%
COHR A 0.37%
GPK D 0.36%
NYT B 0.36%
FBIN D 0.36%
MUSA B 0.36%
EHC B 0.36%
LSCC F 0.36%
PRI C 0.36%
KBR D 0.36%
WFRD D 0.35%
AXTA B 0.35%
CNM C 0.35%
RBC B 0.35%
CLF F 0.35%
MKSI B 0.35%
BRBR C 0.34%
OLED B 0.34%
WEX F 0.34%
SFM B 0.34%
CHE D 0.34%
GMED B 0.33%
EGP C 0.33%
RGEN F 0.33%
AA C 0.33%
KNX F 0.33%
WCC C 0.33%
GNTX D 0.33%
CGNX B 0.32%
FCN D 0.32%
PEN F 0.32%
UFPI D 0.31%
HQY B 0.31%
LAD F 0.31%
MTN F 0.31%
ESNT C 0.3%
EVR B 0.3%
CR C 0.3%
CIEN F 0.3%
EXEL D 0.29%
HALO B 0.29%
SSD D 0.29%
HLI C 0.29%
FIVE F 0.28%
CBSH D 0.28%
CRUS A 0.28%
AGCO F 0.28%
TKO B 0.28%
ACHC F 0.28%
MTZ B 0.28%
MTG C 0.28%
DTM B 0.28%
MIDD F 0.28%
JAZZ C 0.28%
STAG D 0.27%
KD B 0.27%
STWD D 0.27%
CMC D 0.27%
LSTR D 0.27%
SAIC D 0.27%
MSA C 0.27%
CFR D 0.27%
LPX B 0.26%
RMBS D 0.26%
ST C 0.26%
TMHC D 0.26%
FR D 0.26%
WTFC D 0.26%
DAR F 0.26%
PCTY F 0.26%
GTLS F 0.26%
ETRN B 0.26%
LFUS B 0.26%
SEIC D 0.26%
SSB D 0.25%
WH C 0.25%
AZPN D 0.25%
FYBR B 0.25%
CHX F 0.25%
PNFP D 0.25%
BRKR F 0.25%
HXL D 0.24%
SRCL B 0.24%
MASI C 0.24%
GPS B 0.24%
RLI D 0.24%
AIRC A 0.24%
DBX F 0.24%
LNTH B 0.24%
PLNT B 0.24%
PB D 0.24%
MTSI B 0.24%
NOVT C 0.24%
ONB D 0.23%
VVV C 0.23%
POST D 0.23%
EEFT C 0.23%
ESAB D 0.23%
WTS D 0.22%
M D 0.22%
OPCH D 0.22%
KBH B 0.22%
CVLT B 0.22%
OLLI B 0.22%
FNB D 0.22%
PBF F 0.22%
NXST D 0.22%
THO F 0.22%
MMS B 0.22%
BCO B 0.21%
AM B 0.21%
UGI D 0.21%
QLYS D 0.21%
MDU C 0.21%
ASH C 0.21%
JHG B 0.2%
EXLS D 0.2%
GATX C 0.2%
EXPO B 0.2%
SLM D 0.2%
DLB F 0.2%
HOMB D 0.19%
UBSI D 0.19%
HAE D 0.19%
VAL C 0.19%
ASGN D 0.19%
AVNT C 0.18%
POWI C 0.18%
PII F 0.18%
ENS B 0.18%
OZK F 0.18%
RH D 0.18%
NJR C 0.18%
COTY F 0.17%
SLAB F 0.17%
ORA B 0.17%
MSM F 0.17%
CPRI F 0.17%
COLB F 0.17%
GBCI D 0.17%
HWC D 0.17%
BDC B 0.17%
RYN C 0.17%
CADE D 0.17%
LOPE C 0.17%
IRT A 0.16%
FFIN D 0.16%
PRGO F 0.16%
ZI F 0.16%
MAN D 0.16%
LANC C 0.16%
SYNA C 0.16%
YETI C 0.16%
BYD D 0.16%
SLGN D 0.16%
KNF C 0.16%
TEX D 0.16%
NSP F 0.15%
AMKR B 0.15%
GT F 0.15%
CUZ C 0.15%
IRDM F 0.15%
DOCS B 0.15%
WOLF C 0.15%
UMBF D 0.15%
TDC D 0.14%
NVST F 0.14%
ASB D 0.14%
PK D 0.14%
PCH F 0.14%
SR D 0.14%
TNL C 0.14%
BLKB D 0.14%
CNXC D 0.13%
WEN F 0.13%
VAC F 0.13%
AZTA C 0.13%
PAG D 0.13%
ARWR C 0.13%
LITE B 0.13%
NEOG B 0.13%
SAM C 0.12%
TCBI D 0.12%
COLM C 0.12%
SMG D 0.12%
AMED F 0.12%
LIVN D 0.12%
HGV D 0.12%
VC F 0.12%
TGNA F 0.12%
NSA A 0.12%
VSH D 0.12%
CXT C 0.12%
IBOC D 0.12%
RCM C 0.11%
IPGP F 0.11%
ADNT F 0.11%
ZD C 0.11%
FHI D 0.11%
PENN C 0.11%
GHC D 0.11%
PGNY F 0.1%
ENOV F 0.1%
CRI F 0.1%
CDP B 0.1%
HELE D 0.1%
GO F 0.09%
CAR F 0.09%
ALGM D 0.09%
JWN B 0.09%
IART D 0.09%
QDEL F 0.09%
WERN D 0.08%
GEF F 0.07%
UAA D 0.07%
PPC C 0.06%
UA D 0.04%
HTZ F 0.02%
XJH Underweight 464 Positions Relative to SCHZ
Symbol Grade Weight
WIT B -0.08%
NOW C -0.01%
UHS A -0.01%
CHD A -0.01%
DLTR F -0.01%
MCHP C -0.01%
BIIB C -0.01%
STLA F -0.01%
EDC B -0.01%
CTS B -0.01%
DD B -0.01%
MDT C -0.01%
COO C -0.0%
OCSL B -0.0%
AEL A -0.0%
GPC D -0.0%
SAN C -0.0%
SAVE F -0.0%
SAFE F -0.0%
EPRT A -0.0%
SUI D -0.0%
SKT D -0.0%
ALB F -0.0%
CDNS B -0.0%
CACC F -0.0%
TEL B -0.0%
PRE C -0.0%
AVA D -0.0%
WRB D -0.0%
TME B -0.0%
FTNT D -0.0%
DAL C -0.0%
PSEC B -0.0%
STE B -0.0%
CTVA D -0.0%
PWR B -0.0%
GBDC D -0.0%
XRAY F -0.0%
AIZ D -0.0%
AMH C -0.0%
TSCO B -0.0%
BDN C -0.0%
JD D -0.0%
MHK D -0.0%
LAZ D -0.0%
HP F -0.0%
ROST B -0.0%
MCY D -0.0%
NFG C -0.0%
BKU C -0.0%
KMT D -0.0%
CHRW B -0.0%
BBY B -0.0%
SCS C -0.0%
DRI D -0.0%
AVY A -0.0%
INVH A -0.0%
EA B -0.0%
IDA D -0.0%
AAP F -0.0%
DXC D -0.0%
DOX F -0.0%
ILMN F -0.0%
XYL B -0.0%
LXP C -0.0%
BCSF B -0.0%
PDM B -0.0%
SLG B -0.0%
GSBD C -0.0%
ZION D -0.0%
NVR C -0.0%
CE D -0.0%
AGO D -0.0%
EG D -0.0%
NHI B -0.0%
TRMB D -0.0%
DOV C -0.0%
SITC B -0.0%
OPI C -0.0%
STLD D -0.0%
CTRA D -0.0%
LNC B -0.0%
MCO B -0.0%
MAIN B -0.0%
MTB D -0.0%
HUBB D -0.0%
TPR B -0.0%
JNPR B -0.0%
WEC D -0.0%
VRSN C -0.0%
HII D -0.0%
ESGR C -0.0%
OGE B -0.0%
HPP D -0.0%
PNR D -0.0%
EW D -0.0%
VFC C -0.0%
WB F -0.0%
FMC F -0.0%
FRT B -0.0%
PCAR D -0.0%
PFG D -0.0%
NWE C -0.0%
ADI B -0.0%
SWKS C -0.0%
SNA D -0.0%
NTAP A -0.0%
GL D -0.0%
ROK F -0.0%
RL B -0.0%
URI D -0.0%
EFX B -0.0%
AGR C -0.0%
AJG A -0.0%
L D -0.0%
SPGI B -0.0%
ESS A -0.0%
DGX B -0.0%
HAS C -0.0%
AWH F -0.0%
ORLY C -0.0%
PHM B -0.0%
PSA B -0.0%
BEN F -0.0%
AXS B -0.0%
MOS F -0.0%
JBLU F -0.0%
CTAS A -0.0%
VMC C -0.0%
HIW B -0.0%
DSS F -0.0%
PPG D -0.0%
AES B -0.0%
AMCR B -0.0%
LEN D -0.0%
MKL C -0.0%
ADP C -0.0%
HRL F -0.0%
APD B -0.0%
REG B -0.0%
IPG F -0.0%
GP F -0.0%
EMR D -0.0%
RF C -0.0%
EE C -0.0%
PLD C -0.0%
SWK D -0.0%
BR D -0.0%
EVRG C -0.0%
IEX D -0.0%
CMA D -0.0%
WHR D -0.0%
ALLE D -0.0%
CNH D -0.0%
KSS F -0.0%
MDC A -0.0%
DOC B -0.0%
TCN A -0.0%
WM C -0.0%
BWA F -0.0%
EL F -0.0%
CMI D -0.0%
MKC F -0.0%
BAX D -0.0%
IVZ D -0.0%
CBOE D -0.0%
JBL D -0.0%
LDOS B -0.0%
NDAQ D -0.0%
HST D -0.0%
FLEX B -0.0%
DG F -0.0%
AFL B -0.0%
RJF D -0.0%
DHI D -0.0%
CNA C -0.0%
CPT B -0.0%
MAA B -0.0%
LHX B -0.0%
MRVL B -0.0%
MRO C -0.0%
APH A -0.0%
MSI A -0.0%
AMP C -0.0%
DLR A -0.0%
JBHT F -0.0%
LIN C -0.0%
A D -0.0%
ARE C -0.0%
FSK B -0.0%
REGN A -0.0%
BRO A -0.0%
PKG B -0.0%
FTV D -0.0%
WRK C -0.0%
HIG B -0.0%
TXT D -0.0%
EMN B -0.0%
INTU C -0.0%
MDLZ D -0.0%
FIS B -0.0%
VTR A -0.0%
HUN D -0.0%
SCHW D -0.0%
CINF D -0.0%
CNP A -0.0%
CL A -0.0%
LRCX A -0.0%
BKH D -0.0%
WAB C -0.0%
PH D -0.0%
TMO C -0.0%
EQR B -0.0%
CFG D -0.0%
MAR C -0.0%
AAL F -0.0%
HSY F -0.0%
MAS C -0.0%
RPRX D -0.0%
SRE B -0.0%
CME D -0.0%
IP B -0.0%
ECL A -0.0%
VRSK A -0.0%
SYF D -0.0%
EBAY B -0.0%
LNT C -0.0%
NEM B -0.0%
LYB D -0.0%
PXD B -0.0%
MLM C -0.0%
NTRS D -0.0%
TDY D -0.0%
CMS C -0.0%
BSX A -0.0%
PPL B -0.0%
LLY A -0.0%
CF D -0.0%
EOG D -0.0%
OTIS B -0.0%
IFF B -0.0%
ACGL B -0.0%
APTV F -0.0%
JCI B -0.0%
XEL D -0.0%
BIDU F -0.0%
KIM B -0.0%
HBAN D -0.0%
DE D -0.0%
DHR B -0.0%
AON C -0.0%
MCK A -0.0%
O B -0.0%
AEP B -0.0%
GLW B -0.0%
NUE F -0.0%
SJM F -0.0%
OMC D -0.0%
ETR C -0.0%
OKE D -0.0%
ROP B -0.0%
BLK D -0.0%
KR D -0.0%
KLAC A -0.0%
CAH D -0.0%
LUV B -0.0%
TT B -0.0%
MPC D -0.0%
CCI C -0.0%
GD C -0.0%
ALL D -0.0%
CPB C -0.0%
NKE C -0.0%
HES D -0.0%
ATO C -0.0%
PEG B -0.0%
CAF F -0.0%
MU A -0.0%
ADBE C -0.0%
TJX A -0.0%
ZTS C -0.0%
STZ C -0.0%
FE B -0.0%
NXPI B -0.0%
UPS F -0.0%
NSC D -0.0%
CP D -0.0%
PG A -0.0%
BKNG A -0.0%
ICE B -0.0%
CAG D -0.0%
AMAT A -0.0%
KDP B -0.0%
TGT D -0.0%
FITB D -0.0%
SHW D -0.0%
GWW C -0.0%
CLX D -0.0%
LVS F -0.0%
STT D -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 B -0.0%
ZBH F -0.0%
AVB A -0.0%
SCCO D -0.0%
HUM C -0.0%
WBA F -0.0%
RSG C -0.0%
EIX B -0.0%
AWK B -0.0%
KMB A -0.0%
BG C -0.0%
COE B -0.0%
PAA D -0.0%
MMM B -0.0%
MA D -0.0%
KOF D -0.0%
MMC A -0.0%
UDR B -0.0%
DTE B -0.0%
SYY D -0.0%
EQIX C -0.0%
KEYS D -0.0%
HON A -0.0%
PYPL D -0.0%
BMO D -0.0%
BNS D -0.0%
TXN B -0.0%
AZO C -0.0%
EPD C -0.0%
AL D -0.0%
CSX D -0.0%
SPG B -0.0%
COST A -0.0%
DOW D -0.0%
NI B -0.0%
SBUX D -0.0%
BXP C -0.0%
CARR B -0.0%
TAP F -0.0%
TRV D -0.0%
PNC D -0.0%
NVDA A -0.0%
HAL F -0.0%
FDX D -0.0%
HPQ B -0.0%
PNW B -0.0%
PEP D -0.0%
CM C -0.0%
ITW D -0.0%
VLO D -0.0%
BDX D -0.0%
DB C -0.0%
MPLX B -0.0%
FOXA B -0.0%
USB D -0.0%
LOW C -0.0%
D C -0.0%
GIS D -0.0%
ADSK C -0.0%
RY B -0.0%
TSN D -0.0%
DUK B -0.0%
SO B -0.0%
NEE B -0.0%
CRM F -0.0%
ED D -0.0%
UNP D -0.0%
EQH B -0.0%
CB B -0.0%
PRU C -0.0%
WMB A -0.0%
ETN D -0.0%
AEE D -0.0%
EXPE C -0.0%
NOC F -0.0%
AMT B -0.0%
AXP D -0.0%
ADM D -0.0%
PSX D -0.0%
LH F -0.0%
AIG D -0.0%
TFC D -0.0%
K C -0.0%
SYK B -0.0%
GOOGL A -0.0%
MET D -0.0%
KMI B -0.0%
AER B -0.0%
QCOM A -0.0%
HCA A -0.0%
BABA D -0.0%
GM B -0.0%
UAL C -0.0%
UNH C -0.0%
PM B -0.0%
LMT C -0.0%
BK B -0.0%
EXC D -0.0%
PFE C -0.0%
DIS D -0.0%
EQNR D -0.0%
MUFG C -0.0%
CAT D -0.0%
KO B -0.0%
KEY D -0.0%
MO B -0.0%
NWG B -0.0%
DFS D -0.0%
MCD D -0.0%
INTC F -0.0%
JNJ F -0.0%
BHP D -0.0%
GILD D -0.0%
RTX B -0.0%
XOM D -0.0%
PCG B -0.0%
CVX D -0.0%
CSCO F -0.0%
TD F -0.0%
AMZN B -0.0%
HPE A -0.0%
MRK B -0.0%
WMT A -0.0%
COP D -0.0%
AVGO A -0.0%
VOD B -0.0%
HSBC B -0.0%
IBM C -0.0%
CI D -0.0%
ORCL B -0.0%
C D -0.0%
AMGN B -0.0%
GSK D -0.0%
JPM C -0.0%
BMY F -0.0%
ABT D -0.0%
VZ C -0.0%
V D -0.0%
COF D -0.0%
HD C -0.0%
MS B -0.0%
CMCSA F -0.0%
CHTR C -0.0%
DELL B -0.0%
AZN A -0.0%
AAPL B -0.0%
MSFT A -0.0%
BAC A -0.0%
ABBV B -0.0%
TMUS B -0.0%
BA D -0.0%
WFC D -0.0%
GS B -0.0%
CVS F -0.0%
GE D -0.0%
T B -0.0%
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