EQAL vs. SCHK ETF Comparison

Comparison of PowerShares Russell 1000 Equal Weight Portfolio (EQAL) to Schwab 1000 ETF (SCHK)
EQAL

PowerShares Russell 1000 Equal Weight Portfolio

EQAL Description

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Russell 1000® Equal Weight Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, Frank Russell Company (the "Index Provider") compiles and maintains the underlying index, which is composed of all of the securities in the Russell 1000® Index (the "Russell 1000") "equally weighted."

Grade (RS Rating)

Last Trade

$51.47

Average Daily Volume

22,601

Number of Holdings *

968

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

Schwab 1000 ETF

SCHK Description The investment seeks to track as closely as possible, before fees and expenses, the total return of the Schwab 1000 Index®. The Schwab 1000 Index is a float-adjusted market capitalization weighted index that includes the 1,000 largest stocks of publicly traded companies in the United States, with size being determined by market capitalization (total market value of all shares outstanding). It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets (including, for this purpose, any borrowings for investment purposes) in stocks included in the index.

Grade (RS Rating)

Last Trade

$28.91

Average Daily Volume

316,637

Number of Holdings *

965

* may have additional holdings in another (foreign) market
Performance
Period EQAL SCHK
30 Days 5.64% 3.81%
60 Days 6.61% 5.41%
90 Days 8.92% 7.14%
12 Months 28.87% 33.62%
861 Overlapping Holdings
Symbol Grade Weight in EQAL Weight in SCHK Overlap
A D 0.07% 0.07% 0.07%
AA B 0.31% 0.02% 0.02%
AAL B 0.07% 0.02% 0.02%
AAON B 0.06% 0.02% 0.02%
AAPL C 0.06% 6.3% 0.06%
ABBV D 0.07% 0.54% 0.07%
ABNB C 0.06% 0.11% 0.06%
ABT B 0.08% 0.36% 0.08%
ACGL D 0.06% 0.06% 0.06%
ACHC F 0.04% 0.01% 0.01%
ACI C 0.16% 0.01% 0.01%
ACM A 0.05% 0.03% 0.03%
ACN C 0.05% 0.4% 0.05%
ADBE C 0.06% 0.4% 0.06%
ADC B 0.14% 0.01% 0.01%
ADI D 0.06% 0.19% 0.06%
ADM D 0.14% 0.05% 0.05%
ADP B 0.05% 0.22% 0.05%
ADSK A 0.07% 0.12% 0.07%
ADTN A 0.05% 0.0% 0.0%
AEE A 0.21% 0.04% 0.04%
AEP D 0.18% 0.09% 0.09%
AES F 0.15% 0.02% 0.02%
AFG A 0.06% 0.02% 0.02%
AFL B 0.06% 0.1% 0.06%
AFRM B 0.06% 0.03% 0.03%
AGCO D 0.05% 0.01% 0.01%
AGNC D 0.06% 0.01% 0.01%
AGR B 0.2% 0.0% 0.0%
AIG B 0.07% 0.09% 0.07%
AIZ A 0.07% 0.02% 0.02%
AJG B 0.07% 0.12% 0.07%
AKAM D 0.06% 0.02% 0.02%
AL B 0.05% 0.01% 0.01%
ALB C 0.27% 0.02% 0.02%
ALGN D 0.08% 0.03% 0.03%
ALK C 0.07% 0.01% 0.01%
ALL A 0.06% 0.09% 0.06%
ALLE D 0.05% 0.02% 0.02%
ALLY C 0.07% 0.02% 0.02%
ALNY D 0.08% 0.06% 0.06%
ALSN B 0.06% 0.02% 0.02%
AM A 0.2% 0.01% 0.01%
AMAT F 0.06% 0.26% 0.06%
AMCR D 0.04% 0.03% 0.03%
AMD F 0.06% 0.4% 0.06%
AME A 0.05% 0.08% 0.05%
AMG B 0.07% 0.01% 0.01%
AMGN D 0.07% 0.28% 0.07%
AMH D 0.13% 0.02% 0.02%
AMKR D 0.05% 0.01% 0.01%
AMP A 0.08% 0.1% 0.08%
AMT D 0.11% 0.17% 0.11%
AMZN C 0.05% 3.43% 0.05%
AN C 0.05% 0.01% 0.01%
ANET C 0.54% 0.18% 0.18%
ANSS B 0.07% 0.05% 0.05%
AON A 0.07% 0.15% 0.07%
AOS F 0.04% 0.02% 0.02%
APA D 0.19% 0.01% 0.01%
APD A 0.27% 0.13% 0.13%
APG B 0.05% 0.02% 0.02%
APH A 0.07% 0.15% 0.07%
APLS D 0.06% 0.01% 0.01%
APO B 0.09% 0.13% 0.09%
APP B 0.16% 0.13% 0.13%
APPF B 0.06% 0.01% 0.01%
APTV D 0.04% 0.03% 0.03%
AR B 0.23% 0.02% 0.02%
ARE D 0.12% 0.03% 0.03%
ARES A 0.07% 0.06% 0.06%
ARMK B 0.06% 0.02% 0.02%
ARW D 0.06% 0.01% 0.01%
ATI D 0.04% 0.01% 0.01%
ATO A 0.21% 0.04% 0.04%
ATR B 0.05% 0.02% 0.02%
AVB B 0.13% 0.06% 0.06%
AVGO D 0.06% 1.37% 0.06%
AVTR F 0.06% 0.02% 0.02%
AVY D 0.22% 0.03% 0.03%
AWI A 0.06% 0.01% 0.01%
AWK D 0.18% 0.05% 0.05%
AXON A 0.07% 0.08% 0.07%
AXP A 0.05% 0.29% 0.05%
AXS A 0.07% 0.01% 0.01%
AXTA A 0.05% 0.02% 0.02%
AYI B 0.06% 0.02% 0.02%
AZEK A 0.05% 0.01% 0.01%
AZO C 0.05% 0.09% 0.05%
BA F 0.04% 0.19% 0.04%
BAC A 0.07% 0.56% 0.07%
BAH F 0.04% 0.03% 0.03%
BALL D 0.04% 0.03% 0.03%
BAX D 0.06% 0.03% 0.03%
BBWI D 0.06% 0.01% 0.01%
BBY D 0.05% 0.03% 0.03%
BC C 0.05% 0.01% 0.01%
BDX F 0.08% 0.12% 0.08%
BEN C 0.07% 0.01% 0.01%
BERY B 0.05% 0.01% 0.01%
BFAM D 0.04% 0.01% 0.01%
BG F 0.14% 0.02% 0.02%
BIIB F 0.07% 0.04% 0.04%
BILL A 0.08% 0.02% 0.02%
BIO D 0.09% 0.01% 0.01%
BJ A 0.05% 0.02% 0.02%
BK A 0.07% 0.1% 0.07%
BKNG A 0.07% 0.3% 0.07%
BKR B 0.26% 0.08% 0.08%
BLD D 0.04% 0.02% 0.02%
BLDR D 0.05% 0.04% 0.04%
BLK C 0.07% 0.26% 0.07%
BMRN D 0.06% 0.02% 0.02%
BMY B 0.1% 0.21% 0.1%
BOKF B 0.07% 0.0% 0.0%
BPOP B 0.06% 0.01% 0.01%
BR A 0.07% 0.05% 0.05%
BRBR A 0.2% 0.02% 0.02%
BRK.A B 0.07% 1.55% 0.07%
BRKR D 0.07% 0.01% 0.01%
BRO B 0.07% 0.05% 0.05%
BRX A 0.14% 0.02% 0.02%
BSX B 0.09% 0.24% 0.09%
BSY D 0.06% 0.01% 0.01%
BURL A 0.05% 0.03% 0.03%
BWA D 0.05% 0.01% 0.01%
BWXT B 0.06% 0.02% 0.02%
BX A 0.08% 0.24% 0.08%
BXP D 0.14% 0.02% 0.02%
BYD C 0.06% 0.01% 0.01%
C A 0.07% 0.24% 0.07%
CACC D 0.06% 0.01% 0.01%
CACI D 0.07% 0.02% 0.02%
CAG D 0.14% 0.02% 0.02%
CAH B 0.09% 0.05% 0.05%
CARR D 0.04% 0.11% 0.04%
CASY A 0.16% 0.03% 0.03%
CAT B 0.05% 0.33% 0.05%
CB C 0.06% 0.19% 0.06%
CBOE B 0.06% 0.04% 0.04%
CBRE B 0.15% 0.07% 0.07%
CBSH A 0.07% 0.02% 0.02%
CCI D 0.12% 0.08% 0.08%
CCK C 0.05% 0.02% 0.02%
CCL B 0.07% 0.05% 0.05%
CDNS B 0.07% 0.15% 0.07%
CDW F 0.05% 0.04% 0.04%
CE F 0.15% 0.01% 0.01%
CEG D 0.23% 0.13% 0.13%
CELH F 0.13% 0.01% 0.01%
CF B 0.26% 0.03% 0.03%
CFG B 0.07% 0.04% 0.04%
CFLT B 0.09% 0.01% 0.01%
CFR B 0.08% 0.02% 0.02%
CG A 0.08% 0.02% 0.02%
CGNX C 0.05% 0.01% 0.01%
CHD B 0.16% 0.05% 0.05%
CHDN B 0.05% 0.02% 0.02%
CHE D 0.08% 0.02% 0.02%
CHH A 0.06% 0.01% 0.01%
CHRD D 0.19% 0.01% 0.01%
CHRW C 0.05% 0.02% 0.02%
CHTR C 0.58% 0.07% 0.07%
CI F 0.07% 0.16% 0.07%
CIEN B 0.64% 0.02% 0.02%
CINF A 0.07% 0.04% 0.04%
CIVI D 0.19% 0.01% 0.01%
CL D 0.14% 0.14% 0.14%
CLF F 0.24% 0.01% 0.01%
CLH B 0.21% 0.02% 0.02%
CLVT F 0.04% 0.0% 0.0%
CLX B 0.16% 0.04% 0.04%
CMA A 0.08% 0.02% 0.02%
CMCSA B 0.56% 0.3% 0.3%
CME A 0.07% 0.15% 0.07%
CMG B 0.05% 0.15% 0.05%
CMI A 0.06% 0.09% 0.06%
CMS C 0.19% 0.04% 0.04%
CNA B 0.06% 0.0% 0.0%
CNC D 0.06% 0.06% 0.06%
CNH C 0.05% 0.02% 0.02%
CNM D 0.05% 0.02% 0.02%
CNP B 0.21% 0.04% 0.04%
CNXC F 0.04% 0.0% 0.0%
COF B 0.06% 0.12% 0.06%
COHR B 0.08% 0.03% 0.03%
COIN C 0.11% 0.12% 0.11%
COKE C 0.15% 0.01% 0.01%
COLB A 0.08% 0.01% 0.01%
COLD D 0.1% 0.01% 0.01%
COLM B 0.05% 0.0% 0.0%
COP C 0.22% 0.24% 0.22%
COR B 0.16% 0.08% 0.08%
COST B 0.05% 0.74% 0.05%
COTY F 0.04% 0.0% 0.0%
CPAY A 0.05% 0.05% 0.05%
CPB D 0.14% 0.02% 0.02%
CPRT A 0.06% 0.09% 0.06%
CPT B 0.13% 0.02% 0.02%
CR A 0.05% 0.02% 0.02%
CRBG B 0.07% 0.02% 0.02%
CRL C 0.08% 0.02% 0.02%
CRM B 0.08% 0.57% 0.08%
CROX D 0.04% 0.01% 0.01%
CRUS D 0.05% 0.01% 0.01%
CRWD B 0.08% 0.15% 0.08%
CSCO B 0.58% 0.42% 0.42%
CSGP D 0.13% 0.06% 0.06%
CSL C 0.05% 0.04% 0.04%
CSX B 0.05% 0.12% 0.05%
CTAS B 0.05% 0.14% 0.05%
CTLT B 0.08% 0.02% 0.02%
CTRA B 0.22% 0.04% 0.04%
CTSH B 0.07% 0.07% 0.07%
CTVA C 0.16% 0.07% 0.07%
CUBE D 0.12% 0.02% 0.02%
CVNA B 0.09% 0.05% 0.05%
CVS D 0.15% 0.13% 0.13%
CVX A 0.23% 0.5% 0.23%
CW B 0.06% 0.03% 0.03%
CZR F 0.05% 0.01% 0.01%
D C 0.19% 0.09% 0.09%
DAL C 0.07% 0.07% 0.07%
DAR C 0.19% 0.01% 0.01%
DASH A 0.08% 0.1% 0.08%
DAY B 0.08% 0.02% 0.02%
DBX B 0.07% 0.01% 0.01%
DCI B 0.05% 0.02% 0.02%
DD D 0.04% 0.06% 0.04%
DDOG A 0.07% 0.08% 0.07%
DE A 0.04% 0.19% 0.04%
DECK A 0.06% 0.05% 0.05%
DELL C 0.07% 0.07% 0.07%
DFS B 0.08% 0.08% 0.08%
DG F 0.05% 0.03% 0.03%
DGX A 0.08% 0.03% 0.03%
DHI D 0.04% 0.09% 0.04%
DHR F 0.07% 0.27% 0.07%
DINO D 0.19% 0.01% 0.01%
DIS B 0.06% 0.37% 0.06%
DKNG B 0.05% 0.04% 0.04%
DKS C 0.05% 0.02% 0.02%
DLR B 0.15% 0.1% 0.1%
DLTR F 0.05% 0.02% 0.02%
DNB B 0.07% 0.01% 0.01%
DOC D 0.13% 0.03% 0.03%
DOCU A 0.09% 0.03% 0.03%
DOV A 0.05% 0.05% 0.05%
DOW F 0.04% 0.06% 0.04%
DOX D 0.06% 0.02% 0.02%
DPZ C 0.05% 0.03% 0.03%
DRI B 0.05% 0.03% 0.03%
DT C 0.06% 0.03% 0.03%
DTE C 0.19% 0.05% 0.05%
DTM B 0.26% 0.02% 0.02%
DUK C 0.19% 0.16% 0.16%
DUOL A 0.07% 0.02% 0.02%
DVA B 0.08% 0.01% 0.01%
DVN F 0.19% 0.04% 0.04%
DXCM D 0.09% 0.05% 0.05%
EA A 0.06% 0.07% 0.06%
EBAY D 0.05% 0.05% 0.05%
ECL D 0.23% 0.11% 0.11%
ED D 0.18% 0.06% 0.06%
EFX F 0.04% 0.06% 0.04%
EG C 0.06% 0.03% 0.03%
EGP F 0.13% 0.01% 0.01%
EHC B 0.09% 0.02% 0.02%
EIX B 0.19% 0.06% 0.06%
EL F 0.04% 0.03% 0.03%
ELAN D 0.08% 0.01% 0.01%
ELF C 0.05% 0.01% 0.01%
ELS C 0.13% 0.02% 0.02%
ELV F 0.06% 0.17% 0.06%
EME C 0.06% 0.04% 0.04%
EMN D 0.24% 0.02% 0.02%
EMR A 0.06% 0.13% 0.06%
ENPH F 0.12% 0.02% 0.02%
ENTG D 0.06% 0.03% 0.03%
EOG A 0.23% 0.14% 0.14%
EPAM C 0.08% 0.02% 0.02%
EQH B 0.07% 0.03% 0.03%
EQIX A 0.14% 0.16% 0.14%
EQR B 0.13% 0.05% 0.05%
EQT B 0.26% 0.05% 0.05%
ES D 0.18% 0.04% 0.04%
ESAB B 0.06% 0.01% 0.01%
ESI A 0.26% 0.01% 0.01%
ESS B 0.13% 0.04% 0.04%
ESTC C 0.07% 0.01% 0.01%
ETN A 0.05% 0.26% 0.05%
ETR B 0.23% 0.06% 0.06%
ETSY D 0.05% 0.01% 0.01%
EVR B 0.08% 0.02% 0.02%
EVRG A 0.21% 0.03% 0.03%
EW C 0.08% 0.08% 0.08%
EWBC A 0.09% 0.03% 0.03%
EXAS D 0.06% 0.02% 0.02%
EXC C 0.19% 0.07% 0.07%
EXEL B 0.11% 0.02% 0.02%
EXP A 0.05% 0.02% 0.02%
EXPD D 0.05% 0.03% 0.03%
EXPE B 0.07% 0.04% 0.04%
EXR D 0.13% 0.06% 0.06%
F C 0.05% 0.08% 0.05%
FAF A 0.06% 0.01% 0.01%
FANG D 0.21% 0.06% 0.06%
FAST B 0.28% 0.08% 0.08%
FBIN D 0.04% 0.02% 0.02%
FCN D 0.04% 0.01% 0.01%
FCNCA A 0.07% 0.05% 0.05%
FCX D 0.24% 0.11% 0.11%
FDS B 0.07% 0.03% 0.03%
FDX B 0.05% 0.12% 0.05%
FE C 0.18% 0.04% 0.04%
FFIV B 0.07% 0.03% 0.03%
FHN A 0.08% 0.02% 0.02%
FI A 0.05% 0.23% 0.05%
FICO B 0.06% 0.1% 0.06%
FIS C 0.05% 0.08% 0.05%
FITB A 0.07% 0.06% 0.06%
FIX A 0.06% 0.03% 0.03%
FLO D 0.15% 0.01% 0.01%
FLS B 0.06% 0.01% 0.01%
FMC D 0.21% 0.01% 0.01%
FNB A 0.07% 0.01% 0.01%
FND C 0.05% 0.02% 0.02%
FNF B 0.06% 0.03% 0.03%
FOUR B 0.06% 0.01% 0.01%
FOXA B 0.07% 0.03% 0.03%
FR C 0.13% 0.01% 0.01%
FRPT B 0.17% 0.01% 0.01%
FRT B 0.13% 0.02% 0.02%
FSLR F 0.16% 0.04% 0.04%
FTI A 0.23% 0.02% 0.02%
FTNT C 0.08% 0.11% 0.08%
FTV C 0.04% 0.05% 0.04%
FYBR D 0.49% 0.01% 0.01%
G B 0.05% 0.01% 0.01%
GAP C 0.05% 0.01% 0.01%
GD F 0.04% 0.13% 0.04%
GDDY A 0.08% 0.05% 0.05%
GE D 0.05% 0.35% 0.05%
GEHC F 0.08% 0.07% 0.07%
GEN B 0.07% 0.03% 0.03%
GEV B 0.07% 0.17% 0.07%
GFS C 0.07% 0.01% 0.01%
GGG B 0.05% 0.03% 0.03%
GILD C 0.09% 0.2% 0.09%
GIS D 0.14% 0.06% 0.06%
GL B 0.07% 0.02% 0.02%
GLPI C 0.13% 0.03% 0.03%
GLW B 0.07% 0.07% 0.07%
GM B 0.06% 0.11% 0.06%
GME C 0.07% 0.02% 0.02%
GMED A 0.09% 0.02% 0.02%
GNRC B 0.06% 0.02% 0.02%
GNTX C 0.05% 0.01% 0.01%
GOOGL C 0.07% 1.86% 0.07%
GPC D 0.05% 0.03% 0.03%
GPK C 0.04% 0.02% 0.02%
GPN B 0.05% 0.05% 0.05%
GRMN B 0.06% 0.06% 0.06%
GS A 0.08% 0.33% 0.08%
GTLB B 0.07% 0.01% 0.01%
GWRE A 0.07% 0.03% 0.03%
GWW B 0.05% 0.09% 0.05%
GXO B 0.05% 0.01% 0.01%
H B 0.06% 0.01% 0.01%
HAL C 0.21% 0.05% 0.05%
HAS D 0.05% 0.01% 0.01%
HBAN A 0.08% 0.05% 0.05%
HCA F 0.07% 0.11% 0.07%
HCP B 0.06% 0.01% 0.01%
HD A 0.06% 0.72% 0.06%
HEI B 0.05% 0.05% 0.05%
HES B 0.22% 0.07% 0.07%
HIG B 0.07% 0.06% 0.06%
HII D 0.03% 0.01% 0.01%
HLI B 0.07% 0.02% 0.02%
HLT A 0.06% 0.11% 0.06%
HOG D 0.05% 0.01% 0.01%
HOLX D 0.08% 0.03% 0.03%
HON B 0.05% 0.27% 0.05%
HOOD B 0.09% 0.05% 0.05%
HPE B 0.08% 0.05% 0.05%
HPQ B 0.07% 0.06% 0.06%
HRB D 0.05% 0.01% 0.01%
HRL D 0.15% 0.02% 0.02%
HSIC B 0.08% 0.02% 0.02%
HST C 0.14% 0.02% 0.02%
HSY F 0.14% 0.05% 0.05%
HUBB B 0.05% 0.04% 0.04%
HUBS A 0.09% 0.06% 0.06%
HUM C 0.07% 0.06% 0.06%
HWM A 0.05% 0.09% 0.05%
HXL D 0.23% 0.01% 0.01%
IBKR A 0.09% 0.04% 0.04%
IBM C 0.06% 0.36% 0.06%
ICE C 0.06% 0.16% 0.06%
IDA A 0.22% 0.01% 0.01%
IDXX F 0.07% 0.06% 0.06%
IEX B 0.05% 0.03% 0.03%
IFF D 0.2% 0.04% 0.04%
ILMN D 0.09% 0.04% 0.04%
INCY C 0.1% 0.02% 0.02%
INFA D 0.06% 0.0% 0.0%
INGR B 0.17% 0.02% 0.02%
INSP D 0.07% 0.01% 0.01%
INTC D 0.08% 0.19% 0.08%
INTU C 0.07% 0.33% 0.07%
INVH D 0.13% 0.03% 0.03%
IONS F 0.07% 0.01% 0.01%
IP B 0.28% 0.04% 0.04%
IPG D 0.05% 0.02% 0.02%
IQV D 0.07% 0.06% 0.06%
IR B 0.05% 0.08% 0.05%
IRM D 0.13% 0.06% 0.06%
ISRG A 0.09% 0.35% 0.09%
IT C 0.07% 0.07% 0.07%
ITCI C 0.09% 0.02% 0.02%
ITT A 0.05% 0.02% 0.02%
ITW B 0.05% 0.13% 0.05%
IVZ B 0.07% 0.01% 0.01%
J F 0.05% 0.03% 0.03%
JAZZ B 0.09% 0.01% 0.01%
JBHT C 0.05% 0.03% 0.03%
JBL B 0.08% 0.03% 0.03%
JCI C 0.05% 0.1% 0.05%
JEF A 0.08% 0.02% 0.02%
JHG A 0.08% 0.01% 0.01%
JKHY D 0.04% 0.02% 0.02%
JLL D 0.14% 0.02% 0.02%
JNJ D 0.07% 0.67% 0.07%
JNPR F 0.5% 0.02% 0.02%
JPM A 0.07% 1.24% 0.07%
K A 0.16% 0.04% 0.04%
KBR F 0.06% 0.01% 0.01%
KD B 0.08% 0.01% 0.01%
KDP D 0.14% 0.07% 0.07%
KEX C 0.05% 0.01% 0.01%
KEY B 0.07% 0.03% 0.03%
KEYS A 0.05% 0.05% 0.05%
KHC F 0.15% 0.05% 0.05%
KIM A 0.14% 0.03% 0.03%
KKR A 0.08% 0.19% 0.08%
KLAC D 0.05% 0.15% 0.05%
KMB D 0.15% 0.08% 0.08%
KMI A 0.26% 0.1% 0.1%
KMX B 0.05% 0.02% 0.02%
KNSL B 0.06% 0.02% 0.02%
KNX B 0.05% 0.02% 0.02%
KO D 0.14% 0.44% 0.14%
KR B 0.17% 0.07% 0.07%
KVUE A 0.16% 0.08% 0.08%
L A 0.06% 0.03% 0.03%
LAD A 0.07% 0.02% 0.02%
LAMR D 0.14% 0.02% 0.02%
LBRDK C 0.74% 0.02% 0.02%
LCID F 0.03% 0.0% 0.0%
LDOS C 0.07% 0.04% 0.04%
LEA D 0.05% 0.01% 0.01%
LECO B 0.05% 0.02% 0.02%
LEN D 0.05% 0.08% 0.05%
LFUS F 0.05% 0.01% 0.01%
LH C 0.09% 0.04% 0.04%
LHX C 0.05% 0.08% 0.05%
LII A 0.05% 0.04% 0.04%
LIN D 0.23% 0.39% 0.23%
LKQ D 0.05% 0.02% 0.02%
LLY F 0.07% 1.07% 0.07%
LMT D 0.04% 0.21% 0.04%
LNC B 0.07% 0.01% 0.01%
LNG B 0.23% 0.09% 0.09%
LNT A 0.2% 0.03% 0.03%
LNW D 0.05% 0.01% 0.01%
LOW D 0.06% 0.27% 0.06%
LPLA A 0.09% 0.04% 0.04%
LPX B 0.06% 0.01% 0.01%
LRCX F 0.06% 0.17% 0.06%
LSCC D 0.07% 0.01% 0.01%
LSTR D 0.04% 0.01% 0.01%
LULU C 0.06% 0.06% 0.06%
LUV C 0.06% 0.03% 0.03%
LVS C 0.06% 0.03% 0.03%
LW C 0.2% 0.02% 0.02%
LYB F 0.21% 0.04% 0.04%
LYV A 0.07% 0.04% 0.04%
MA C 0.05% 0.76% 0.05%
MAA B 0.13% 0.03% 0.03%
MANH D 0.06% 0.03% 0.03%
MAR B 0.06% 0.12% 0.06%
MAS D 0.05% 0.03% 0.03%
MASI A 0.11% 0.01% 0.01%
MAT D 0.05% 0.01% 0.01%
MCD D 0.05% 0.38% 0.05%
MCHP D 0.05% 0.06% 0.05%
MCK B 0.19% 0.15% 0.15%
MCO B 0.06% 0.13% 0.06%
MDB C 0.06% 0.04% 0.04%
MDLZ F 0.14% 0.16% 0.14%
MDT D 0.08% 0.2% 0.08%
MDU D 0.03% 0.01% 0.01%
MEDP D 0.08% 0.01% 0.01%
MET A 0.07% 0.09% 0.07%
META D 0.07% 2.23% 0.07%
MGM D 0.05% 0.02% 0.02%
MHK D 0.04% 0.01% 0.01%
MIDD C 0.05% 0.01% 0.01%
MKC D 0.14% 0.04% 0.04%
MKL A 0.07% 0.04% 0.04%
MKSI C 0.05% 0.01% 0.01%
MKTX D 0.06% 0.02% 0.02%
MLM B 0.05% 0.06% 0.05%
MMC B 0.06% 0.2% 0.06%
MMM D 0.05% 0.13% 0.05%
MNST C 0.18% 0.07% 0.07%
MO A 0.17% 0.17% 0.17%
MOH F 0.07% 0.03% 0.03%
MORN B 0.07% 0.02% 0.02%
MOS F 0.25% 0.01% 0.01%
MPC D 0.19% 0.1% 0.1%
MPWR F 0.04% 0.05% 0.04%
MRK F 0.07% 0.45% 0.07%
MRNA F 0.05% 0.02% 0.02%
MRO B 0.22% 0.03% 0.03%
MRVL B 0.07% 0.14% 0.07%
MS A 0.09% 0.3% 0.09%
MSA D 0.05% 0.01% 0.01%
MSCI C 0.07% 0.08% 0.07%
MSFT F 0.06% 5.58% 0.06%
MSI B 0.56% 0.15% 0.15%
MSTR C 0.15% 0.15% 0.15%
MTB A 0.08% 0.06% 0.06%
MTCH D 0.05% 0.01% 0.01%
MTD D 0.04% 0.04% 0.04%
MTDR B 0.23% 0.01% 0.01%
MTG C 0.06% 0.01% 0.01%
MTN C 0.05% 0.01% 0.01%
MTSI B 0.08% 0.01% 0.01%
MTZ B 0.05% 0.02% 0.02%
MU D 0.07% 0.2% 0.07%
MUSA A 0.05% 0.02% 0.02%
NBIX C 0.08% 0.02% 0.02%
NCLH B 0.08% 0.02% 0.02%
NDAQ A 0.07% 0.06% 0.06%
NDSN B 0.05% 0.02% 0.02%
NEE D 0.18% 0.29% 0.18%
NEM D 0.18% 0.09% 0.09%
NET B 0.07% 0.05% 0.05%
NEU C 0.23% 0.01% 0.01%
NFG A 0.2% 0.01% 0.01%
NFLX A 0.06% 0.69% 0.06%
NI A 0.21% 0.03% 0.03%
NKE D 0.05% 0.16% 0.05%
NNN D 0.12% 0.01% 0.01%
NOC D 0.04% 0.12% 0.04%
NOV C 0.2% 0.01% 0.01%
NOW A 0.07% 0.38% 0.07%
NRG B 0.23% 0.04% 0.04%
NSC B 0.05% 0.11% 0.05%
NTAP C 0.06% 0.05% 0.05%
NTNX A 0.07% 0.03% 0.03%
NTRA B 0.1% 0.04% 0.04%
NTRS A 0.08% 0.04% 0.04%
NUE C 0.25% 0.06% 0.06%
NVDA C 0.08% 6.49% 0.08%
NVR D 0.05% 0.05% 0.05%
NVT B 0.05% 0.02% 0.02%
NWSA B 0.06% 0.03% 0.03%
NXST C 0.05% 0.01% 0.01%
NYT C 0.05% 0.02% 0.02%
O D 0.12% 0.09% 0.09%
OC A 0.05% 0.03% 0.03%
ODFL B 0.05% 0.07% 0.05%
OGE B 0.21% 0.02% 0.02%
OGN D 0.06% 0.01% 0.01%
OHI C 0.13% 0.02% 0.02%
OKE A 0.24% 0.12% 0.12%
OKTA C 0.06% 0.02% 0.02%
OLED D 0.05% 0.01% 0.01%
OLLI D 0.05% 0.01% 0.01%
OLN D 0.24% 0.01% 0.01%
OMC C 0.06% 0.04% 0.04%
OMF A 0.08% 0.01% 0.01%
ON D 0.06% 0.05% 0.05%
ONTO D 0.05% 0.01% 0.01%
ORCL B 0.07% 0.55% 0.07%
ORI A 0.07% 0.02% 0.02%
ORLY B 0.05% 0.12% 0.05%
OSK B 0.05% 0.01% 0.01%
OTIS C 0.05% 0.07% 0.05%
OVV B 0.23% 0.02% 0.02%
OWL A 0.08% 0.02% 0.02%
OXY D 0.2% 0.06% 0.06%
PAG B 0.06% 0.01% 0.01%
PANW C 0.07% 0.23% 0.07%
PARA C 0.05% 0.01% 0.01%
PATH C 0.06% 0.01% 0.01%
PAYC B 0.08% 0.02% 0.02%
PAYX C 0.05% 0.08% 0.05%
PB A 0.07% 0.01% 0.01%
PCAR B 0.05% 0.1% 0.05%
PCG A 0.21% 0.08% 0.08%
PCOR B 0.08% 0.01% 0.01%
PCTY B 0.06% 0.02% 0.02%
PEG A 0.21% 0.08% 0.08%
PEGA A 0.08% 0.01% 0.01%
PEN B 0.09% 0.02% 0.02%
PEP F 0.15% 0.39% 0.15%
PFE D 0.07% 0.26% 0.07%
PFG D 0.06% 0.03% 0.03%
PFGC B 0.18% 0.02% 0.02%
PG A 0.15% 0.73% 0.15%
PGR A 0.06% 0.27% 0.06%
PH A 0.05% 0.16% 0.05%
PHM D 0.05% 0.05% 0.05%
PINS D 0.06% 0.03% 0.03%
PKG A 0.05% 0.04% 0.04%
PLD D 0.12% 0.19% 0.12%
PLNT A 0.06% 0.02% 0.02%
PLTR B 0.1% 0.23% 0.1%
PM B 0.16% 0.37% 0.16%
PNC B 0.07% 0.15% 0.07%
PNFP B 0.08% 0.02% 0.02%
PNR A 0.05% 0.03% 0.03%
PNW B 0.2% 0.02% 0.02%
PODD C 0.09% 0.03% 0.03%
POOL C 0.05% 0.02% 0.02%
POST C 0.15% 0.01% 0.01%
PPC C 0.19% 0.0% 0.0%
PPG F 0.05% 0.05% 0.05%
PPL B 0.2% 0.05% 0.05%
PR B 0.23% 0.02% 0.02%
PRI A 0.07% 0.02% 0.02%
PRU A 0.07% 0.08% 0.07%
PSA D 0.13% 0.09% 0.09%
PSN D 0.06% 0.01% 0.01%
PSTG D 0.06% 0.03% 0.03%
PSX C 0.2% 0.1% 0.1%
PTC A 0.07% 0.04% 0.04%
PVH C 0.06% 0.01% 0.01%
PWR A 0.06% 0.09% 0.06%
PYPL B 0.06% 0.16% 0.06%
QCOM F 0.06% 0.31% 0.06%
QRVO F 0.04% 0.01% 0.01%
R B 0.06% 0.01% 0.01%
RARE D 0.07% 0.01% 0.01%
RBA A 0.06% 0.03% 0.03%
RBC A 0.26% 0.02% 0.02%
RBLX C 0.06% 0.05% 0.05%
RCL A 0.08% 0.1% 0.08%
REG B 0.14% 0.02% 0.02%
REGN F 0.05% 0.14% 0.05%
REXR F 0.12% 0.02% 0.02%
REYN D 0.14% 0.0% 0.0%
RF A 0.07% 0.04% 0.04%
RGA A 0.06% 0.03% 0.03%
RGEN D 0.08% 0.01% 0.01%
RGLD C 0.23% 0.02% 0.02%
RHI B 0.06% 0.01% 0.01%
RIVN F 0.04% 0.01% 0.01%
RJF A 0.08% 0.05% 0.05%
RL B 0.06% 0.01% 0.01%
RLI B 0.07% 0.01% 0.01%
RMD C 0.07% 0.06% 0.06%
RNR C 0.06% 0.02% 0.02%
ROIV C 0.08% 0.01% 0.01%
ROK B 0.05% 0.06% 0.05%
ROKU D 0.5% 0.02% 0.02%
ROL B 0.05% 0.03% 0.03%
ROP B 0.06% 0.11% 0.06%
ROST C 0.05% 0.08% 0.05%
RPM A 0.05% 0.03% 0.03%
RPRX D 0.07% 0.02% 0.02%
RRC B 0.23% 0.02% 0.02%
RRX B 0.05% 0.02% 0.02%
RS B 0.27% 0.03% 0.03%
RSG A 0.2% 0.08% 0.08%
RTX C 0.05% 0.29% 0.05%
RVTY F 0.08% 0.02% 0.02%
RYAN B 0.07% 0.01% 0.01%
S B 0.08% 0.01% 0.01%
SAIA B 0.06% 0.03% 0.03%
SAIC F 0.06% 0.01% 0.01%
SBAC D 0.12% 0.04% 0.04%
SBUX A 0.05% 0.2% 0.05%
SCHW B 0.08% 0.22% 0.08%
SCI B 0.06% 0.02% 0.02%
SEE C 0.05% 0.01% 0.01%
SEIC B 0.07% 0.01% 0.01%
SF B 0.08% 0.02% 0.02%
SHW A 0.05% 0.16% 0.05%
SIRI C 0.05% 0.01% 0.01%
SITE D 0.05% 0.01% 0.01%
SJM D 0.15% 0.02% 0.02%
SKX D 0.05% 0.01% 0.01%
SLB C 0.22% 0.11% 0.11%
SLGN A 0.05% 0.01% 0.01%
SMAR A 0.07% 0.01% 0.01%
SMCI F 0.02% 0.02% 0.02%
SN D 0.05% 0.01% 0.01%
SNA A 0.06% 0.03% 0.03%
SNOW C 0.07% 0.08% 0.07%
SNPS B 0.07% 0.15% 0.07%
SNV B 0.08% 0.01% 0.01%
SNX C 0.06% 0.02% 0.02%
SO D 0.19% 0.17% 0.17%
SOFI A 0.11% 0.03% 0.03%
SOLV C 0.08% 0.02% 0.02%
SON D 0.04% 0.01% 0.01%
SPG B 0.15% 0.1% 0.1%
SPGI C 0.06% 0.29% 0.06%
SQ B 0.06% 0.09% 0.06%
SRE A 0.22% 0.11% 0.11%
SRPT D 0.07% 0.02% 0.02%
SSD D 0.05% 0.01% 0.01%
SSNC B 0.06% 0.03% 0.03%
ST F 0.04% 0.01% 0.01%
STAG F 0.13% 0.01% 0.01%
STE F 0.07% 0.04% 0.04%
STLD B 0.29% 0.04% 0.04%
STT A 0.07% 0.05% 0.05%
STWD C 0.06% 0.01% 0.01%
STZ D 0.15% 0.07% 0.07%
SUI D 0.12% 0.03% 0.03%
SW A 0.05% 0.05% 0.05%
SWK D 0.04% 0.02% 0.02%
SWKS F 0.05% 0.02% 0.02%
SYF B 0.06% 0.05% 0.05%
SYK C 0.08% 0.24% 0.08%
SYY B 0.15% 0.07% 0.07%
T A 0.51% 0.3% 0.3%
TAP C 0.19% 0.02% 0.02%
TDG D 0.04% 0.13% 0.04%
TDY B 0.05% 0.04% 0.04%
TEAM A 0.09% 0.07% 0.07%
TECH D 0.08% 0.02% 0.02%
TER D 0.05% 0.03% 0.03%
TFC A 0.07% 0.11% 0.07%
TFX F 0.06% 0.02% 0.02%
TGT F 0.05% 0.1% 0.05%
THC D 0.08% 0.03% 0.03%
THG A 0.07% 0.01% 0.01%
THO B 0.06% 0.01% 0.01%
TJX A 0.05% 0.24% 0.05%
TKO B 0.05% 0.02% 0.02%
TKR D 0.22% 0.01% 0.01%
TMO F 0.07% 0.35% 0.07%
TMUS B 0.59% 0.21% 0.21%
TOL B 0.05% 0.03% 0.03%
TOST B 0.09% 0.03% 0.03%
TPL A 0.34% 0.05% 0.05%
TPR B 0.07% 0.02% 0.02%
TPX B 0.06% 0.02% 0.02%
TREX C 0.05% 0.01% 0.01%
TRGP B 0.26% 0.08% 0.08%
TRMB B 0.05% 0.03% 0.03%
TROW B 0.07% 0.05% 0.05%
TRU D 0.05% 0.03% 0.03%
TRV B 0.07% 0.11% 0.07%
TSCO D 0.05% 0.05% 0.05%
TSLA B 0.07% 1.72% 0.07%
TSN B 0.16% 0.03% 0.03%
TT A 0.05% 0.17% 0.05%
TTC D 0.04% 0.02% 0.02%
TTD B 0.06% 0.1% 0.06%
TTEK F 0.04% 0.02% 0.02%
TTWO A 0.06% 0.05% 0.05%
TW A 0.07% 0.03% 0.03%
TWLO A 0.11% 0.03% 0.03%
TXN C 0.06% 0.33% 0.06%
TXRH C 0.06% 0.02% 0.02%
TXT D 0.04% 0.03% 0.03%
TYL B 0.06% 0.05% 0.05%
U C 0.06% 0.01% 0.01%
UAL A 0.09% 0.06% 0.06%
UBER D 0.05% 0.26% 0.05%
UDR B 0.13% 0.02% 0.02%
UGI A 0.19% 0.01% 0.01%
UHAL D 0.05% 0.01% 0.01%
UHS D 0.07% 0.02% 0.02%
UI A 0.85% 0.0% 0.0%
ULTA F 0.05% 0.03% 0.03%
UNH C 0.08% 1.0% 0.08%
UNM A 0.08% 0.02% 0.02%
UNP C 0.04% 0.26% 0.04%
UPS C 0.05% 0.18% 0.05%
URI B 0.05% 0.1% 0.05%
USB A 0.07% 0.14% 0.07%
USFD A 0.18% 0.03% 0.03%
UTHR C 0.09% 0.03% 0.03%
V A 0.05% 0.93% 0.05%
VEEV C 0.08% 0.06% 0.06%
VFC C 0.06% 0.01% 0.01%
VICI C 0.13% 0.06% 0.06%
VKTX F 0.07% 0.01% 0.01%
VLO C 0.21% 0.08% 0.08%
VLTO D 0.04% 0.05% 0.04%
VMC B 0.05% 0.07% 0.05%
VMI B 0.05% 0.01% 0.01%
VNO B 0.16% 0.01% 0.01%
VNT B 0.05% 0.01% 0.01%
VOYA B 0.07% 0.01% 0.01%
VRSK A 0.05% 0.07% 0.05%
VRSN F 0.07% 0.03% 0.03%
VRT B 0.09% 0.09% 0.09%
VRTX F 0.08% 0.21% 0.08%
VST B 0.34% 0.1% 0.1%
VTR C 0.13% 0.05% 0.05%
VTRS A 0.09% 0.03% 0.03%
VVV F 0.05% 0.01% 0.01%
VZ C 0.46% 0.32% 0.32%
WAB B 0.05% 0.06% 0.05%
WAL B 0.07% 0.02% 0.02%
WAT B 0.09% 0.04% 0.04%
WBA F 0.16% 0.01% 0.01%
WBD C 0.07% 0.04% 0.04%
WBS A 0.09% 0.02% 0.02%
WCC B 0.06% 0.02% 0.02%
WDAY B 0.07% 0.1% 0.07%
WDC D 0.06% 0.04% 0.04%
WEC A 0.2% 0.06% 0.06%
WELL A 0.14% 0.14% 0.14%
WEX D 0.05% 0.01% 0.01%
WFC A 0.09% 0.45% 0.09%
WFRD D 0.18% 0.01% 0.01%
WH B 0.06% 0.01% 0.01%
WHR B 0.06% 0.01% 0.01%
WING D 0.04% 0.02% 0.02%
WLK D 0.22% 0.01% 0.01%
WM A 0.21% 0.14% 0.14%
WMB A 0.24% 0.13% 0.13%
WMS D 0.04% 0.02% 0.02%
WMT A 0.05% 0.68% 0.05%
WPC D 0.12% 0.02% 0.02%
WRB A 0.07% 0.03% 0.03%
WSC D 0.04% 0.01% 0.01%
WSM B 0.05% 0.04% 0.04%
WSO A 0.05% 0.03% 0.03%
WST C 0.09% 0.04% 0.04%
WTFC A 0.08% 0.02% 0.02%
WTRG B 0.2% 0.02% 0.02%
WTW B 0.07% 0.06% 0.06%
WWD B 0.05% 0.02% 0.02%
WY D 0.13% 0.04% 0.04%
WYNN D 0.06% 0.02% 0.02%
X C 0.25% 0.02% 0.02%
XEL A 0.21% 0.07% 0.07%
XOM B 0.21% 0.97% 0.21%
XPO B 0.06% 0.03% 0.03%
XRAY F 0.06% 0.01% 0.01%
XYL D 0.04% 0.05% 0.04%
YUM B 0.05% 0.07% 0.05%
Z A 0.18% 0.02% 0.02%
ZBH C 0.08% 0.04% 0.04%
ZBRA B 0.06% 0.04% 0.04%
ZION B 0.08% 0.02% 0.02%
ZM B 0.08% 0.04% 0.04%
ZS C 0.08% 0.03% 0.03%
ZTS D 0.07% 0.14% 0.07%
EQAL Overweight 107 Positions Relative to SCHK
Symbol Grade Weight
LITE B 0.78%
IRDM D 0.57%
MP B 0.32%
CC C 0.27%
SMG D 0.26%
SCCO F 0.24%
ASH D 0.22%
HUN F 0.21%
SAM C 0.19%
CWEN C 0.19%
NFE D 0.17%
GO C 0.17%
SPB C 0.16%
SEG B 0.15%
PK B 0.15%
HHH B 0.15%
KRC C 0.15%
SEB F 0.14%
CUZ B 0.14%
EPR D 0.13%
RYN D 0.13%
HIW D 0.13%
NSA D 0.12%
DOCS C 0.11%
DJT C 0.1%
MPW F 0.1%
NCNO B 0.09%
FIVN C 0.09%
NVST B 0.09%
PINC B 0.09%
TPG A 0.08%
AGO B 0.08%
QGEN D 0.08%
BHF B 0.08%
CAR C 0.08%
RNG B 0.08%
FTRE D 0.08%
CERT F 0.08%
LYFT C 0.08%
PRGO B 0.08%
RCM F 0.08%
ENOV C 0.08%
VAC B 0.07%
DDS B 0.07%
NWL B 0.07%
TFSL A 0.07%
UAA C 0.07%
WTM A 0.07%
VIRT B 0.07%
DV C 0.07%
BROS B 0.07%
KMPR B 0.07%
IPGP D 0.07%
GLOB B 0.07%
OZK B 0.07%
SLM A 0.07%
AZTA D 0.07%
SHC F 0.07%
SPOT B 0.07%
FHB A 0.07%
AMED F 0.07%
PYCR C 0.07%
TRIP F 0.06%
ALGM D 0.06%
MSGS A 0.06%
WOLF F 0.06%
PENN C 0.06%
CPNG D 0.06%
IAC D 0.06%
PLTK B 0.06%
LOPE B 0.06%
ZI D 0.06%
DXC B 0.06%
RH B 0.06%
DLB B 0.06%
NU C 0.06%
AVT C 0.06%
TNL A 0.06%
TDC D 0.06%
MSM C 0.05%
EEFT B 0.05%
LEG F 0.05%
FIVE F 0.05%
KSS F 0.05%
BIRK D 0.05%
TXG F 0.05%
SNDR B 0.05%
HAYW B 0.05%
YETI C 0.05%
JWN C 0.05%
AAP C 0.05%
M D 0.05%
XP F 0.05%
WEN D 0.05%
GTES A 0.05%
UWMC D 0.04%
CRI D 0.04%
SPR D 0.04%
PII D 0.04%
QS F 0.04%
WU D 0.04%
VSTS C 0.04%
CXT B 0.04%
MAN D 0.04%
W F 0.04%
RKT F 0.04%
CPRI F 0.03%
EQAL Underweight 104 Positions Relative to SCHK
Symbol Grade Weight
GOOG C -1.54%
NXPI D -0.1%
FLUT A -0.08%
STX D -0.04%
SFM A -0.03%
FLEX A -0.03%
RVMD C -0.02%
HQY B -0.02%
FLR B -0.02%
CRS A -0.02%
PCVX D -0.02%
AIT A -0.02%
ERIE D -0.02%
MLI C -0.02%
IOT A -0.02%
RDDT B -0.02%
SNAP C -0.02%
INSM C -0.02%
CRVL A -0.01%
PFSI D -0.01%
BBIO F -0.01%
NUVL D -0.01%
LANC C -0.01%
OPCH D -0.01%
QXO D -0.01%
ESGR B -0.01%
NSIT F -0.01%
KRYS B -0.01%
MUR D -0.01%
SWX B -0.01%
ZETA D -0.01%
MMS F -0.01%
EXPO D -0.01%
BOX B -0.01%
POR C -0.01%
IBP D -0.01%
RDN C -0.01%
DY D -0.01%
RNA D -0.01%
SKY A -0.01%
FFIN B -0.01%
UMBF B -0.01%
MDGL B -0.01%
GATX A -0.01%
BCC B -0.01%
UBSI B -0.01%
AVAV D -0.01%
ZWS B -0.01%
VRNS D -0.01%
FSS B -0.01%
WTS B -0.01%
KBH D -0.01%
EDR A -0.01%
ACIW B -0.01%
TRNO F -0.01%
BCPC B -0.01%
HOMB A -0.01%
SIGI C -0.01%
CBT C -0.01%
SUM B -0.01%
EPRT B -0.01%
CHX C -0.01%
NOVT D -0.01%
CYTK F -0.01%
HALO F -0.01%
AUR C -0.01%
KRG B -0.01%
MMSI B -0.01%
LNTH D -0.01%
BPMC C -0.01%
ESNT D -0.01%
ALTR B -0.01%
MOG.A B -0.01%
COOP B -0.01%
BMI B -0.01%
GBCI B -0.01%
MTH D -0.01%
RHP B -0.01%
ONB B -0.01%
BECN B -0.01%
CWST A -0.01%
CSWI A -0.01%
SPSC C -0.01%
CADE B -0.01%
ANF C -0.01%
CMC B -0.01%
MOD A -0.01%
ALV C -0.01%
EXLS B -0.01%
TMHC B -0.01%
JXN C -0.01%
CVLT B -0.01%
LUMN C -0.01%
GKOS B -0.01%
HLNE B -0.01%
UFPI B -0.01%
FN D -0.01%
SSB B -0.01%
ENSG D -0.01%
FG B -0.0%
ACT D -0.0%
LTH C -0.0%
IMVT F -0.0%
SMMT D -0.0%
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