BALI vs. SCHJ ETF Comparison
Comparison of BlackRock Advantage Large Cap Income ETF (BALI) to HCM Defender 500 Index ETF (SCHJ)
BALI
BlackRock Advantage Large Cap Income ETF
BALI Description
Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in large cap equity securities and derivatives that have similar economic characteristics to such securities. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$31.09
Average Daily Volume
95,490
Number of Holdings
*
149
* 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 | BALI | SCHJ |
|---|---|---|
| 30 Days | 2.84% | -0.36% |
| 60 Days | 3.90% | -0.92% |
| 90 Days | 5.67% | 0.10% |
| 12 Months | 27.77% | 6.61% |
102 Overlapping Holdings
| Symbol | Grade | Weight in BALI | Weight in SCHJ | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 7.52% | 0.04% | 0.04% | |
| ADBE | C | 0.52% | 0.01% | 0.01% | |
| ALL | A | 0.4% | 0.03% | 0.03% | |
| AMGN | D | 0.62% | 0.01% | 0.01% | |
| AMZN | C | 4.94% | 0.04% | 0.04% | |
| AVB | B | 0.15% | 0.01% | 0.01% | |
| AVGO | D | 0.64% | 0.02% | 0.02% | |
| BIIB | F | 0.03% | 0.1% | 0.03% | |
| BKNG | A | 0.13% | 0.02% | 0.02% | |
| BSX | B | 0.14% | 0.0% | 0.0% | |
| C | A | 1.05% | 0.03% | 0.03% | |
| CAG | D | 0.01% | 0.01% | 0.01% | |
| CAH | B | 1.12% | 0.02% | 0.02% | |
| CI | F | 0.12% | 0.02% | 0.02% | |
| CL | D | 0.87% | 0.0% | 0.0% | |
| CLX | B | 0.01% | 0.03% | 0.01% | |
| CMCSA | B | 0.9% | 0.01% | 0.01% | |
| CME | A | 1.12% | 0.07% | 0.07% | |
| CMS | C | 0.3% | 0.0% | 0.0% | |
| COP | C | 0.5% | 0.09% | 0.09% | |
| COST | B | 0.0% | 0.0% | 0.0% | |
| CSCO | B | 0.36% | 0.03% | 0.03% | |
| CSX | B | 0.07% | 0.01% | 0.01% | |
| CVX | A | 1.53% | 0.02% | 0.02% | |
| DHI | D | 0.07% | 0.02% | 0.02% | |
| DOC | D | 0.04% | 0.0% | 0.0% | |
| DUK | C | 0.1% | 0.02% | 0.02% | |
| DVN | F | 0.01% | 0.02% | 0.01% | |
| ED | D | 0.06% | 0.03% | 0.03% | |
| EQIX | A | 0.0% | 0.02% | 0.0% | |
| ES | D | 0.35% | 0.01% | 0.01% | |
| ETN | A | 0.36% | 0.05% | 0.05% | |
| EXC | C | 0.31% | 0.03% | 0.03% | |
| FE | C | 0.42% | 0.01% | 0.01% | |
| FLEX | A | 0.02% | 0.0% | 0.0% | |
| FOXA | B | 0.0% | 0.04% | 0.0% | |
| FTNT | C | 1.0% | 0.03% | 0.03% | |
| GD | F | 0.14% | 0.02% | 0.02% | |
| GILD | C | 1.32% | 0.07% | 0.07% | |
| GOOGL | C | 3.06% | 0.03% | 0.03% | |
| GWW | B | 0.03% | 0.03% | 0.03% | |
| HAL | C | 0.39% | 0.03% | 0.03% | |
| HAS | D | 0.21% | 0.03% | 0.03% | |
| HCA | F | 0.57% | 0.04% | 0.04% | |
| HD | A | 0.01% | 0.01% | 0.01% | |
| HES | B | 0.07% | 0.02% | 0.02% | |
| IVZ | B | 0.02% | 0.0% | 0.0% | |
| JNJ | D | 0.03% | 0.02% | 0.02% | |
| JNPR | F | 0.02% | 0.02% | 0.02% | |
| JPM | A | 1.16% | 0.02% | 0.02% | |
| K | A | 0.04% | 0.02% | 0.02% | |
| KMB | D | 1.01% | 0.02% | 0.02% | |
| KMI | A | 0.11% | 0.01% | 0.01% | |
| KR | B | 0.83% | 0.02% | 0.02% | |
| LDOS | C | 0.4% | 0.03% | 0.03% | |
| LLY | F | 0.94% | 0.02% | 0.02% | |
| LMT | D | 1.09% | 0.02% | 0.02% | |
| LRCX | F | 0.59% | 0.01% | 0.01% | |
| MA | C | 1.81% | 0.04% | 0.04% | |
| MCD | D | 0.0% | 0.01% | 0.0% | |
| MCK | B | 0.21% | 0.01% | 0.01% | |
| MDT | D | 0.93% | 0.1% | 0.1% | |
| MMC | B | 1.22% | 0.02% | 0.02% | |
| MO | A | 0.8% | 0.02% | 0.02% | |
| MRK | F | 1.35% | 0.05% | 0.05% | |
| MSFT | F | 7.07% | 0.05% | 0.05% | |
| MSI | B | 0.56% | 0.03% | 0.03% | |
| MU | D | 0.37% | 0.03% | 0.03% | |
| NNN | D | 0.25% | 0.02% | 0.02% | |
| NOC | D | 0.82% | 0.04% | 0.04% | |
| NTAP | C | 0.26% | 0.02% | 0.02% | |
| NUE | C | 0.02% | 0.02% | 0.02% | |
| NVDA | C | 7.31% | 0.03% | 0.03% | |
| OHI | C | 0.15% | 0.01% | 0.01% | |
| PCAR | B | 0.2% | 0.0% | 0.0% | |
| PFE | D | 1.19% | 0.03% | 0.03% | |
| PG | A | 0.15% | 0.02% | 0.02% | |
| PH | A | 0.24% | 0.04% | 0.04% | |
| PM | B | 1.26% | 0.02% | 0.02% | |
| PNW | B | 1.0% | 0.02% | 0.02% | |
| QCOM | F | 1.02% | 0.02% | 0.02% | |
| RGA | A | 0.0% | 0.02% | 0.0% | |
| ROST | C | 0.05% | 0.02% | 0.02% | |
| RSG | A | 1.06% | 0.01% | 0.01% | |
| SHW | A | 1.18% | 0.02% | 0.02% | |
| SPG | B | 0.23% | 0.02% | 0.02% | |
| SPGI | C | 0.26% | 0.04% | 0.04% | |
| SYK | C | 0.45% | 0.02% | 0.02% | |
| T | A | 1.07% | 0.01% | 0.01% | |
| TFC | A | 0.65% | 0.02% | 0.02% | |
| TJX | A | 0.34% | 0.02% | 0.02% | |
| TMO | F | 0.1% | 0.03% | 0.03% | |
| TSN | B | 0.0% | 0.02% | 0.0% | |
| TT | A | 0.4% | 0.03% | 0.03% | |
| UNH | C | 0.98% | 0.01% | 0.01% | |
| UPS | C | 1.13% | 0.02% | 0.02% | |
| V | A | 1.33% | 0.09% | 0.09% | |
| VZ | C | 0.93% | 0.02% | 0.02% | |
| WHR | B | 0.05% | 0.0% | 0.0% | |
| WM | A | 1.22% | 0.02% | 0.02% | |
| WMT | A | 1.22% | 0.03% | 0.03% | |
| XOM | B | 0.4% | 0.03% | 0.03% |
BALI Overweight 47 Positions Relative to SCHJ
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOG | C | 1.67% | |
| META | D | 1.57% | |
| PGR | A | 1.2% | |
| CTAS | B | 1.15% | |
| OMF | A | 1.1% | |
| TSLA | B | 1.06% | |
| BRK.A | B | 0.84% | |
| F | C | 0.82% | |
| TXRH | C | 0.54% | |
| CCEP | C | 0.47% | |
| HESM | B | 0.46% | |
| UTHR | C | 0.46% | |
| EXPD | D | 0.44% | |
| NBIX | C | 0.44% | |
| MANH | D | 0.41% | |
| NOW | A | 0.37% | |
| TRV | B | 0.34% | |
| NTRA | B | 0.33% | |
| MTN | C | 0.31% | |
| EME | C | 0.3% | |
| OSK | B | 0.28% | |
| HUBS | A | 0.25% | |
| WRB | A | 0.25% | |
| CRWD | B | 0.23% | |
| WING | D | 0.22% | |
| ELV | F | 0.2% | |
| EXEL | B | 0.18% | |
| CPT | B | 0.18% | |
| NFLX | A | 0.15% | |
| TSCO | D | 0.14% | |
| INCY | C | 0.14% | |
| SMAR | A | 0.12% | |
| DDS | B | 0.11% | |
| IDA | A | 0.1% | |
| KRG | B | 0.07% | |
| WCN | A | 0.06% | |
| ACN | C | 0.06% | |
| NYT | C | 0.05% | |
| SNAP | C | 0.04% | |
| INGR | B | 0.03% | |
| CBOE | B | 0.03% | |
| PAG | B | 0.02% | |
| MELI | D | 0.02% | |
| SON | D | 0.02% | |
| LEVI | F | 0.01% | |
| XP | F | 0.01% | |
| BBY | D | 0.0% |
BALI Underweight 334 Positions Relative to SCHJ
| Symbol | Grade | Weight | |
|---|---|---|---|
| HPQ | B | -0.1% | |
| CARR | D | -0.1% | |
| BABA | D | -0.09% | |
| DD | D | -0.09% | |
| TAP | C | -0.08% | |
| OTIS | C | -0.07% | |
| KLAC | D | -0.07% | |
| BLK | C | -0.07% | |
| STLA | F | -0.07% | |
| NI | A | -0.06% | |
| WBA | F | -0.06% | |
| TMUS | B | -0.06% | |
| ORCL | B | -0.06% | |
| CHTR | C | -0.06% | |
| KO | D | -0.05% | |
| RF | A | -0.05% | |
| MCHP | D | -0.05% | |
| SJM | D | -0.05% | |
| EMN | D | -0.05% | |
| ADP | B | -0.05% | |
| SF | B | -0.05% | |
| HRL | D | -0.05% | |
| ATO | A | -0.05% | |
| VRSK | A | -0.05% | |
| TGT | F | -0.05% | |
| BDX | F | -0.05% | |
| BERY | B | -0.05% | |
| SYF | B | -0.05% | |
| DLTR | F | -0.05% | |
| GS | A | -0.05% | |
| ITW | B | -0.04% | |
| UHS | D | -0.04% | |
| DXC | B | -0.04% | |
| AMAT | F | -0.04% | |
| NTRS | A | -0.04% | |
| CMA | A | -0.04% | |
| BHP | F | -0.04% | |
| PPL | B | -0.04% | |
| FDX | B | -0.04% | |
| MLM | B | -0.04% | |
| WLK | D | -0.04% | |
| JBHT | C | -0.04% | |
| DOW | F | -0.04% | |
| VFC | C | -0.04% | |
| HON | B | -0.04% | |
| MOS | F | -0.04% | |
| RPRX | D | -0.04% | |
| JEF | A | -0.04% | |
| GSK | F | -0.04% | |
| LUV | C | -0.04% | |
| DIS | B | -0.04% | |
| SBUX | A | -0.04% | |
| AXP | A | -0.04% | |
| AIG | B | -0.04% | |
| DELL | C | -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% | |
| DLR | B | -0.03% | |
| EA | A | -0.03% | |
| BWA | D | -0.03% | |
| PHM | D | -0.03% | |
| IFF | D | -0.03% | |
| SWKS | F | -0.03% | |
| EMR | A | -0.03% | |
| EQR | B | -0.03% | |
| KMPR | B | -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% | |
| BC | C | -0.03% | |
| LII | A | -0.03% | |
| JBL | B | -0.03% | |
| SNX | C | -0.03% | |
| AN | 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% | |
| FTV | C | -0.03% | |
| JD | D | -0.03% | |
| AWH | F | -0.03% | |
| JCI | C | -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% | |
| SWK | D | -0.03% | |
| DG | F | -0.03% | |
| LHX | C | -0.03% | |
| MKC | D | -0.03% | |
| DGX | A | -0.03% | |
| FANG | D | -0.03% | |
| EBAY | D | -0.03% | |
| EVRG | A | -0.03% | |
| AVT | C | -0.03% | |
| ALLY | C | -0.03% | |
| MDLZ | F | -0.03% | |
| MPC | D | -0.03% | |
| VLO | C | -0.03% | |
| WMB | A | -0.03% | |
| LVS | C | -0.03% | |
| EPD | A | -0.03% | |
| FIS | C | -0.03% | |
| PYPL | B | -0.03% | |
| ARCC | A | -0.03% | |
| BIDU | F | -0.03% | |
| USB | A | -0.03% | |
| HPE | B | -0.03% | |
| GE | D | -0.03% | |
| IBM | C | -0.03% | |
| ABBV | D | -0.03% | |
| HSBC | B | -0.03% | |
| MS | A | -0.03% | |
| BAC | A | -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% | |
| ADI | D | -0.02% | |
| AIZ | A | -0.02% | |
| APD | A | -0.02% | |
| DOV | A | -0.02% | |
| LEG | F | -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% | |
| CTVA | C | -0.02% | |
| PSEC | D | -0.02% | |
| AGO | B | -0.02% | |
| RNR | C | -0.02% | |
| TRMB | B | -0.02% | |
| ADM | D | -0.02% | |
| KRC | C | -0.02% | |
| TKR | D | -0.02% | |
| OC | A | -0.02% | |
| ADSK | A | -0.02% | |
| RS | B | -0.02% | |
| ILMN | D | -0.02% | |
| G | B | -0.02% | |
| HRB | D | -0.02% | |
| RPM | A | -0.02% | |
| EL | F | -0.02% | |
| GBDC | C | -0.02% | |
| FHN | A | -0.02% | |
| CF | B | -0.02% | |
| STLD | B | -0.02% | |
| DAL | C | -0.02% | |
| LNC | B | -0.02% | |
| LNT | A | -0.02% | |
| HOG | D | -0.02% | |
| UNM | A | -0.02% | |
| PKG | A | -0.02% | |
| HUBB | B | -0.02% | |
| LAZ | B | -0.02% | |
| BR | A | -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% | |
| ROK | B | -0.02% | |
| INTU | C | -0.02% | |
| BG | F | -0.02% | |
| L | A | -0.02% | |
| AON | A | -0.02% | |
| A | D | -0.02% | |
| HII | D | -0.02% | |
| MCO | B | -0.02% | |
| LYB | F | -0.02% | |
| H | B | -0.02% | |
| ARE | D | -0.02% | |
| CNP | B | -0.02% | |
| CNA | B | -0.02% | |
| UAL | A | -0.02% | |
| WEC | A | -0.02% | |
| AWK | D | -0.02% | |
| R | B | -0.02% | |
| HBAN | A | -0.02% | |
| SRE | A | -0.02% | |
| XEL | A | -0.02% | |
| MMM | D | -0.02% | |
| WAB | B | -0.02% | |
| SITC | D | -0.02% | |
| ORLY | B | -0.02% | |
| CFG | B | -0.02% | |
| NDAQ | A | -0.02% | |
| LEN | D | -0.02% | |
| EXPE | B | -0.02% | |
| PEG | A | -0.02% | |
| D | C | -0.02% | |
| ABT | B | -0.02% | |
| AMP | A | -0.02% | |
| LH | C | -0.02% | |
| AGR | 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% | |
| STZ | D | -0.02% | |
| CRM | B | -0.02% | |
| GPN | B | -0.02% | |
| CAT | B | -0.02% | |
| CM | A | -0.02% | |
| ICE | C | -0.02% | |
| AL | B | -0.02% | |
| SYY | B | -0.02% | |
| SLB | C | -0.02% | |
| RTX | C | -0.02% | |
| VOD | F | -0.02% | |
| KDP | D | -0.02% | |
| PNC | B | -0.02% | |
| MAR | B | -0.02% | |
| EOG | A | -0.02% | |
| BXP | D | -0.02% | |
| AER | B | -0.02% | |
| BNS | A | -0.02% | |
| DB | D | -0.02% | |
| OMC | C | -0.02% | |
| PEP | F | -0.02% | |
| ZTS | D | -0.02% | |
| CB | C | -0.02% | |
| PCG | A | -0.02% | |
| DFS | B | -0.02% | |
| BMY | B | -0.02% | |
| RY | A | -0.02% | |
| MUFG | B | -0.02% | |
| NWG | C | -0.02% | |
| INTC | D | -0.02% | |
| WFC | A | -0.02% | |
| CHD | B | -0.01% | |
| NEM | D | -0.01% | |
| BEN | C | -0.01% | |
| VNO | B | -0.01% | |
| BRO | B | -0.01% | |
| ALB | C | -0.01% | |
| PDM | D | -0.01% | |
| ARW | D | -0.01% | |
| CSL | C | -0.01% | |
| OGE | B | -0.01% | |
| MAA | B | -0.01% | |
| O | D | -0.01% | |
| EFX | F | -0.01% | |
| ROP | B | -0.01% | |
| AEP | D | -0.01% | |
| AFL | B | -0.01% | |
| CP | D | -0.01% | |
| DHR | F | -0.01% | |
| NKE | D | -0.01% | |
| WEST | C | -0.01% | |
| MTB | A | -0.01% | |
| PSA | D | -0.01% | |
| CPB | D | -0.01% | |
| PPG | F | -0.01% | |
| HSY | F | -0.01% | |
| AMG | B | -0.01% | |
| OGS | A | -0.01% | |
| PAA | B | -0.01% | |
| APTV | D | -0.01% | |
| HUM | C | -0.01% | |
| VTR | C | -0.01% | |
| NFG | A | -0.01% | |
| SCHW | B | -0.01% | |
| PRU | A | -0.01% | |
| GIS | D | -0.01% | |
| DTE | C | -0.01% | |
| LOW | D | -0.01% | |
| STT | A | -0.01% | |
| CCI | D | -0.01% | |
| FITB | A | -0.01% | |
| BK | A | -0.01% | |
| PSX | C | -0.01% | |
| BMO | A | -0.01% | |
| TD | F | -0.01% | |
| AMT | D | -0.01% | |
| COF | B | -0.01% | |
| AZN | D | -0.01% | |
| GM | B | -0.01% | |
| ZBH | C | -0.01% | |
| CVS | D | -0.01% | |
| BA | F | -0.01% | |
| FCNCA | A | -0.0% | |
| CTRA | B | -0.0% | |
| AEE | A | -0.0% | |
| SCCO | F | -0.0% | |
| CMI | A | -0.0% | |
| KIM | 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% | |
| NSC | B | -0.0% | |
| WU | D | -0.0% | |
| TXT | D | -0.0% | |
| TXN | C | -0.0% | |
| UNP | C | -0.0% | |
| LIN | D | -0.0% | |
| OKE | A | -0.0% | |
| WELL | A | -0.0% | |
| EIX | B | -0.0% | |
| AES | F | -0.0% | |
| FSK | A | -0.0% | |
| MPLX | A | -0.0% | |
| DE | A | -0.0% | |
| SO | D | -0.0% | |
| NEE | D | -0.0% |
BALI: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Software - Application
Utilities - Regulated Electric
Biotechnology
Household & Personal Products
Insurance - Property & Casualty
Internet Content & Information
Specialty Retail
Aerospace & Defense
Communication Equipment
Credit Services
Health Care Plans
Medical Devices
Oil & Gas E&P
Packaged Foods
REIT - Retail
Restaurants
Semiconductors
Waste Management
Apparel Stores
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
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