EQAL vs. SCHX ETF Comparison

Comparison of PowerShares Russell 1000 Equal Weight Portfolio (EQAL) to Schwab U.S. Large-Cap ETF (SCHX)
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

$47.80

Average Daily Volume

24,150

Number of Holdings *

962

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

Schwab U.S. Large-Cap ETF

SCHX Description The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Total Stock Market IndexSM. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the large-cap portion of the Dow Jones U.S. Total Stock Market IndexSM actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Total Stock Market Index includes the components ranked 1-750 by full market capitalization. The index is a float-adjusted market capitalization weighted index. It may invest up to 10% of its net assets in securities not included in its index.

Grade (RS Rating)

Last Trade

$66.56

Average Daily Volume

1,377,189

Number of Holdings *

727

* may have additional holdings in another (foreign) market
Performance
Period EQAL SCHX
30 Days 3.06% 1.62%
60 Days 3.51% 1.84%
90 Days 7.47% 3.08%
12 Months 16.93% 28.25%
716 Overlapping Holdings
Symbol Grade Weight in EQAL Weight in SCHX Overlap
A C 0.08% 0.08% 0.08%
AA D 0.19% 0.01% 0.01%
AAL D 0.05% 0.01% 0.01%
AAPL D 0.07% 6.46% 0.07%
ABBV B 0.09% 0.69% 0.09%
ABNB D 0.04% 0.1% 0.04%
ABT B 0.09% 0.41% 0.09%
ACGL A 0.07% 0.08% 0.07%
ACI D 0.15% 0.02% 0.02%
ACM B 0.05% 0.03% 0.03%
ACN C 0.05% 0.44% 0.05%
ADBE D 0.07% 0.52% 0.07%
ADI D 0.06% 0.22% 0.06%
ADM D 0.16% 0.06% 0.06%
ADP A 0.05% 0.23% 0.05%
ADSK B 0.07% 0.11% 0.07%
ADTN F 0.04% 0.0% 0.0%
AEE A 0.24% 0.05% 0.05%
AEP A 0.24% 0.11% 0.11%
AES C 0.19% 0.03% 0.03%
AFG B 0.06% 0.02% 0.02%
AFL B 0.08% 0.11% 0.08%
AGCO D 0.04% 0.01% 0.01%
AGNC A 0.07% 0.01% 0.01%
AGR B 0.2% 0.0% 0.0%
AIG D 0.06% 0.1% 0.06%
AIZ C 0.07% 0.02% 0.02%
AJG A 0.07% 0.13% 0.07%
AKAM D 0.07% 0.03% 0.03%
ALB D 0.22% 0.02% 0.02%
ALGN D 0.08% 0.03% 0.03%
ALK C 0.05% 0.01% 0.01%
ALL A 0.07% 0.1% 0.07%
ALLE A 0.05% 0.02% 0.02%
ALLY F 0.05% 0.02% 0.02%
ALNY C 0.13% 0.07% 0.07%
AMAT D 0.05% 0.31% 0.05%
AMCR B 0.05% 0.03% 0.03%
AMD D 0.06% 0.49% 0.06%
AME D 0.05% 0.08% 0.05%
AMGN B 0.09% 0.36% 0.09%
AMH B 0.16% 0.03% 0.03%
AMP B 0.06% 0.09% 0.06%
AMT B 0.18% 0.22% 0.18%
AMZN C 0.05% 3.4% 0.05%
ANET C 0.53% 0.18% 0.18%
ANSS D 0.06% 0.06% 0.06%
AON B 0.07% 0.15% 0.07%
AOS D 0.04% 0.02% 0.02%
APA F 0.17% 0.02% 0.02%
APD B 0.24% 0.12% 0.12%
APH D 0.06% 0.15% 0.06%
APO C 0.06% 0.1% 0.06%
APP B 0.08% 0.04% 0.04%
APTV F 0.05% 0.04% 0.04%
AR D 0.16% 0.02% 0.02%
ARE B 0.15% 0.04% 0.04%
ARES C 0.07% 0.05% 0.05%
ARMK B 0.06% 0.02% 0.02%
ARW C 0.06% 0.01% 0.01%
ATO A 0.23% 0.04% 0.04%
ATR A 0.05% 0.02% 0.02%
AVB B 0.16% 0.07% 0.07%
AVGO C 0.06% 1.39% 0.06%
AVTR B 0.1% 0.04% 0.04%
AVY B 0.23% 0.04% 0.04%
AWK A 0.23% 0.06% 0.06%
AXON A 0.06% 0.05% 0.05%
AXP B 0.05% 0.29% 0.05%
AXTA C 0.05% 0.02% 0.02%
AYI B 0.05% 0.02% 0.02%
AZO C 0.05% 0.11% 0.05%
BA F 0.04% 0.19% 0.04%
BAC D 0.06% 0.53% 0.06%
BAH B 0.05% 0.04% 0.04%
BALL C 0.05% 0.04% 0.04%
BAX C 0.09% 0.04% 0.04%
BBWI F 0.03% 0.01% 0.01%
BBY B 0.05% 0.04% 0.04%
BDX D 0.08% 0.14% 0.08%
BEN D 0.05% 0.01% 0.01%
BERY B 0.05% 0.02% 0.02%
BG F 0.15% 0.03% 0.03%
BIIB F 0.07% 0.06% 0.06%
BILL D 0.05% 0.01% 0.01%
BIO C 0.09% 0.01% 0.01%
BJ D 0.05% 0.02% 0.02%
BK A 0.07% 0.1% 0.07%
BKNG B 0.05% 0.26% 0.05%
BKR D 0.21% 0.07% 0.07%
BLD D 0.04% 0.02% 0.02%
BLDR C 0.06% 0.04% 0.04%
BLK A 0.07% 0.25% 0.07%
BMRN F 0.08% 0.03% 0.03%
BMY C 0.09% 0.2% 0.09%
BOKF B 0.07% 0.01% 0.01%
BR B 0.07% 0.05% 0.05%
BRK.A C 0.07% 1.65% 0.07%
BRKR D 0.08% 0.01% 0.01%
BRO B 0.07% 0.05% 0.05%
BSX B 0.09% 0.25% 0.09%
BSY D 0.06% 0.02% 0.02%
BURL B 0.06% 0.03% 0.03%
BWA F 0.05% 0.01% 0.01%
BX A 0.07% 0.21% 0.07%
BXP A 0.18% 0.02% 0.02%
C D 0.06% 0.22% 0.06%
CACC F 0.05% 0.01% 0.01%
CACC F 0.04% 0.01% 0.01%
CACI B 0.07% 0.02% 0.02%
CAG B 0.18% 0.03% 0.03%
CAH B 0.09% 0.06% 0.06%
CAR F 0.03% 0.0% 0.0%
CARR A 0.05% 0.12% 0.05%
CASY C 0.17% 0.03% 0.03%
CAT C 0.05% 0.33% 0.05%
CB B 0.07% 0.23% 0.07%
CBOE B 0.08% 0.04% 0.04%
CBRE B 0.19% 0.07% 0.07%
CBSH B 0.07% 0.01% 0.01%
CCI B 0.18% 0.11% 0.11%
CCK A 0.05% 0.02% 0.02%
CCL C 0.05% 0.03% 0.03%
CDNS D 0.05% 0.14% 0.05%
CDW D 0.06% 0.06% 0.06%
CE D 0.2% 0.02% 0.02%
CEG C 0.17% 0.12% 0.12%
CELH F 0.08% 0.01% 0.01%
CF C 0.25% 0.03% 0.03%
CFG C 0.07% 0.04% 0.04%
CFR C 0.07% 0.01% 0.01%
CG D 0.06% 0.02% 0.02%
CGNX D 0.04% 0.01% 0.01%
CHD B 0.15% 0.05% 0.05%
CHDN B 0.05% 0.02% 0.02%
CHE C 0.09% 0.02% 0.02%
CHK D 0.17% 0.02% 0.02%
CHRW C 0.05% 0.02% 0.02%
CHTR D 0.61% 0.06% 0.06%
CI B 0.09% 0.2% 0.09%
CIEN C 0.59% 0.02% 0.02%
CINF B 0.08% 0.04% 0.04%
CL C 0.18% 0.18% 0.18%
CLF F 0.18% 0.01% 0.01%
CLH B 0.21% 0.02% 0.02%
CLX B 0.19% 0.04% 0.04%
CMA B 0.07% 0.01% 0.01%
CMCSA D 0.53% 0.3% 0.3%
CME B 0.07% 0.16% 0.07%
CMG C 0.05% 0.15% 0.05%
CMI C 0.05% 0.08% 0.05%
CMS A 0.24% 0.04% 0.04%
CNA C 0.07% 0.0% 0.0%
CNC C 0.09% 0.08% 0.08%
CNH C 0.05% 0.02% 0.02%
CNP C 0.18% 0.04% 0.04%
COF D 0.05% 0.1% 0.05%
COIN F 0.04% 0.06% 0.04%
COLD D 0.16% 0.02% 0.02%
COP F 0.19% 0.24% 0.19%
COST B 0.05% 0.8% 0.05%
COTY D 0.05% 0.01% 0.01%
CPAY C 0.05% 0.04% 0.04%
CPB B 0.18% 0.02% 0.02%
CPRT F 0.05% 0.09% 0.05%
CPT B 0.16% 0.03% 0.03%
CRBG D 0.06% 0.01% 0.01%
CRL D 0.07% 0.02% 0.02%
CRM D 0.06% 0.49% 0.06%
CRWD D 0.04% 0.12% 0.04%
CSCO C 0.54% 0.4% 0.4%
CSGP D 0.15% 0.07% 0.07%
CSL C 0.04% 0.04% 0.04%
CSX D 0.05% 0.13% 0.05%
CTAS B 0.05% 0.14% 0.05%
CTLT B 0.09% 0.02% 0.02%
CTRA F 0.17% 0.03% 0.03%
CTSH B 0.07% 0.08% 0.07%
CTVA B 0.17% 0.08% 0.08%
CUBE A 0.17% 0.02% 0.02%
CVS D 0.15% 0.14% 0.14%
CVX D 0.18% 0.48% 0.18%
CW B 0.05% 0.02% 0.02%
CZR D 0.05% 0.02% 0.02%
D B 0.23% 0.1% 0.1%
DAL C 0.05% 0.06% 0.05%
DAR F 0.16% 0.01% 0.01%
DASH C 0.07% 0.08% 0.07%
DAY C 0.07% 0.02% 0.02%
DCI D 0.04% 0.02% 0.02%
DD B 0.05% 0.07% 0.05%
DDOG D 0.06% 0.07% 0.06%
DE B 0.05% 0.2% 0.05%
DECK C 0.05% 0.05% 0.05%
DELL D 0.05% 0.06% 0.05%
DFS C 0.06% 0.07% 0.06%
DG F 0.03% 0.04% 0.03%
DGX B 0.09% 0.03% 0.03%
DHI B 0.07% 0.11% 0.07%
DHR B 0.09% 0.36% 0.09%
DINO F 0.17% 0.01% 0.01%
DIS D 0.05% 0.32% 0.05%
DJT F 0.04% 0.0% 0.0%
DKNG D 0.05% 0.04% 0.04%
DKS D 0.05% 0.02% 0.02%
DLR A 0.16% 0.1% 0.1%
DLTR F 0.03% 0.03% 0.03%
DOC B 0.17% 0.03% 0.03%
DOCU C 0.07% 0.02% 0.02%
DOV B 0.05% 0.05% 0.05%
DOW F 0.04% 0.07% 0.04%
DPZ D 0.04% 0.03% 0.03%
DRI C 0.05% 0.04% 0.04%
DT C 0.08% 0.02% 0.02%
DTE A 0.23% 0.05% 0.05%
DUK B 0.24% 0.18% 0.18%
DVA A 0.09% 0.02% 0.02%
DVN F 0.17% 0.05% 0.05%
DXCM F 0.05% 0.05% 0.05%
EA C 0.05% 0.07% 0.05%
EBAY A 0.06% 0.06% 0.06%
ECL A 0.24% 0.13% 0.13%
ED B 0.23% 0.07% 0.07%
EFX B 0.06% 0.07% 0.06%
EG B 0.06% 0.03% 0.03%
EGP B 0.16% 0.02% 0.02%
EHC B 0.09% 0.02% 0.02%
EIX B 0.24% 0.07% 0.07%
EL F 0.04% 0.04% 0.04%
ELAN D 0.06% 0.01% 0.01%
ELS B 0.17% 0.03% 0.03%
ELV B 0.08% 0.25% 0.08%
EME A 0.05% 0.04% 0.04%
EMN A 0.24% 0.02% 0.02%
EMR D 0.04% 0.12% 0.04%
ENPH D 0.2% 0.03% 0.03%
ENTG D 0.05% 0.03% 0.03%
EOG D 0.2% 0.14% 0.14%
EPAM D 0.07% 0.02% 0.02%
EQH C 0.06% 0.02% 0.02%
EQIX B 0.16% 0.17% 0.16%
EQR B 0.16% 0.05% 0.05%
EQT D 0.17% 0.04% 0.04%
ES B 0.24% 0.05% 0.05%
ESS A 0.16% 0.04% 0.04%
ESTC F 0.04% 0.01% 0.01%
ETN C 0.04% 0.24% 0.04%
ETR A 0.24% 0.05% 0.05%
ETSY F 0.05% 0.01% 0.01%
EVRG A 0.23% 0.03% 0.03%
EW D 0.06% 0.08% 0.06%
EWBC D 0.07% 0.02% 0.02%
EXAS C 0.12% 0.02% 0.02%
EXC A 0.23% 0.08% 0.08%
EXPD D 0.04% 0.04% 0.04%
EXPE C 0.05% 0.03% 0.03%
EXR A 0.16% 0.08% 0.08%
F D 0.05% 0.08% 0.05%
FANG F 0.18% 0.06% 0.06%
FAST C 0.25% 0.08% 0.08%
FCNCA D 0.07% 0.04% 0.04%
FCX D 0.2% 0.12% 0.12%
FDS C 0.07% 0.03% 0.03%
FDX C 0.05% 0.13% 0.05%
FE B 0.23% 0.05% 0.05%
FFIV A 0.08% 0.02% 0.02%
FHN C 0.07% 0.02% 0.02%
FICO A 0.06% 0.09% 0.06%
FIS A 0.05% 0.09% 0.05%
FITB B 0.07% 0.06% 0.06%
FIVE D 0.04% 0.01% 0.01%
FIVN F 0.04% 0.0% 0.0%
FMC C 0.27% 0.02% 0.02%
FND C 0.05% 0.02% 0.02%
FNF B 0.08% 0.03% 0.03%
FOXA C 0.06% 0.03% 0.03%
FRT B 0.17% 0.02% 0.02%
FSLR D 0.18% 0.05% 0.05%
FTI D 0.2% 0.02% 0.02%
FTNT B 0.08% 0.1% 0.08%
FTV C 0.05% 0.05% 0.05%
G B 0.06% 0.01% 0.01%
GD B 0.05% 0.14% 0.05%
GDDY D 0.07% 0.04% 0.04%
GE A 0.05% 0.37% 0.05%
GEHC C 0.09% 0.07% 0.07%
GEV B 0.06% 0.12% 0.06%
GGG C 0.05% 0.03% 0.03%
GILD B 0.1% 0.2% 0.1%
GIS B 0.17% 0.08% 0.08%
GL C 0.08% 0.02% 0.02%
GLPI B 0.17% 0.03% 0.03%
GLW C 0.07% 0.07% 0.07%
GM C 0.05% 0.1% 0.05%
GME F 0.04% 0.01% 0.01%
GNRC D 0.05% 0.02% 0.02%
GNTX F 0.04% 0.01% 0.01%
GOOGL D 0.05% 1.79% 0.05%
GPC D 0.05% 0.04% 0.04%
GPN C 0.05% 0.06% 0.05%
GRMN D 0.06% 0.06% 0.06%
GS D 0.06% 0.31% 0.06%
GWRE A 0.08% 0.03% 0.03%
GWW B 0.05% 0.09% 0.05%
HAL F 0.17% 0.05% 0.05%
HAS B 0.06% 0.02% 0.02%
HBAN B 0.07% 0.04% 0.04%
HCA A 0.09% 0.15% 0.09%
HD B 0.05% 0.74% 0.05%
HEI A 0.05% 0.05% 0.05%
HES F 0.17% 0.07% 0.07%
HIG B 0.07% 0.07% 0.07%
HII D 0.05% 0.02% 0.02%
HLT B 0.05% 0.11% 0.05%
HOLX B 0.09% 0.04% 0.04%
HON D 0.04% 0.27% 0.04%
HOOD C 0.06% 0.02% 0.02%
HPE F 0.05% 0.04% 0.04%
HPQ D 0.06% 0.06% 0.06%
HRL C 0.17% 0.02% 0.02%
HSIC D 0.08% 0.02% 0.02%
HST D 0.14% 0.02% 0.02%
HSY B 0.17% 0.06% 0.06%
HUBB B 0.05% 0.04% 0.04%
HUBS D 0.05% 0.05% 0.05%
HUM F 0.07% 0.08% 0.07%
HWM B 0.05% 0.07% 0.05%
IBKR B 0.06% 0.03% 0.03%
IBM A 0.08% 0.39% 0.08%
ICE B 0.08% 0.18% 0.08%
IDXX C 0.08% 0.08% 0.08%
IEX D 0.04% 0.03% 0.03%
IFF B 0.25% 0.05% 0.05%
ILMN C 0.1% 0.04% 0.04%
INCY C 0.08% 0.02% 0.02%
INTC F 0.04% 0.17% 0.04%
INTU C 0.07% 0.36% 0.07%
INVH B 0.15% 0.04% 0.04%
IP B 0.24% 0.03% 0.03%
IPG C 0.05% 0.02% 0.02%
IQV C 0.09% 0.09% 0.09%
IR D 0.04% 0.07% 0.04%
IRM A 0.19% 0.07% 0.07%
ISRG B 0.09% 0.35% 0.09%
IT B 0.07% 0.08% 0.07%
ITT C 0.05% 0.02% 0.02%
ITW B 0.05% 0.14% 0.05%
IVZ C 0.07% 0.01% 0.01%
J D 0.05% 0.04% 0.04%
JAZZ D 0.08% 0.01% 0.01%
JBHT D 0.05% 0.03% 0.03%
JBL D 0.06% 0.03% 0.03%
JCI B 0.05% 0.1% 0.05%
JEF B 0.08% 0.02% 0.02%
JKHY A 0.05% 0.03% 0.03%
JLL B 0.17% 0.02% 0.02%
JNJ B 0.09% 0.8% 0.09%
JNPR B 0.56% 0.03% 0.03%
JPM D 0.06% 1.2% 0.06%
K A 0.22% 0.04% 0.04%
KBR D 0.06% 0.02% 0.02%
KDP B 0.17% 0.08% 0.08%
KEY B 0.07% 0.03% 0.03%
KEYS C 0.05% 0.05% 0.05%
KHC C 0.17% 0.06% 0.06%
KIM B 0.18% 0.03% 0.03%
KKR B 0.07% 0.16% 0.07%
KLAC D 0.05% 0.2% 0.05%
KMB C 0.16% 0.1% 0.1%
KMI B 0.21% 0.08% 0.08%
KMX D 0.06% 0.02% 0.02%
KNSL C 0.07% 0.02% 0.02%
KNX C 0.05% 0.02% 0.02%
KO B 0.18% 0.56% 0.18%
KR B 0.18% 0.07% 0.07%
KVUE B 0.2% 0.09% 0.09%
L C 0.06% 0.03% 0.03%
LAD C 0.06% 0.01% 0.01%
LAMR A 0.16% 0.02% 0.02%
LBRDK D 0.61% 0.02% 0.02%
LCID C 0.08% 0.01% 0.01%
LDOS B 0.07% 0.04% 0.04%
LEA F 0.05% 0.01% 0.01%
LECO D 0.04% 0.02% 0.02%
LEN B 0.06% 0.09% 0.06%
LHX C 0.05% 0.09% 0.05%
LII A 0.05% 0.04% 0.04%
LIN B 0.25% 0.45% 0.25%
LKQ D 0.05% 0.02% 0.02%
LLY C 0.09% 1.48% 0.09%
LMT B 0.06% 0.24% 0.06%
LNG C 0.22% 0.08% 0.08%
LNT A 0.23% 0.03% 0.03%
LOW B 0.06% 0.29% 0.06%
LPLA F 0.04% 0.03% 0.03%
LRCX F 0.04% 0.2% 0.04%
LSCC D 0.05% 0.01% 0.01%
LULU D 0.04% 0.06% 0.04%
LUV C 0.05% 0.03% 0.03%
LVS D 0.05% 0.03% 0.03%
LW D 0.12% 0.02% 0.02%
LYB F 0.23% 0.05% 0.05%
LYV C 0.05% 0.03% 0.03%
MA A 0.05% 0.81% 0.05%
MAA A 0.17% 0.04% 0.04%
MANH A 0.07% 0.03% 0.03%
MAR D 0.05% 0.11% 0.05%
MAS B 0.05% 0.03% 0.03%
MASI D 0.07% 0.01% 0.01%
MCD B 0.06% 0.42% 0.06%
MCHP D 0.05% 0.08% 0.05%
MCK F 0.14% 0.13% 0.13%
MCO B 0.07% 0.15% 0.07%
MDB D 0.08% 0.04% 0.04%
MDLZ B 0.18% 0.2% 0.18%
MDT B 0.09% 0.24% 0.09%
MEDP D 0.07% 0.02% 0.02%
MET B 0.07% 0.09% 0.07%
META B 0.07% 2.26% 0.07%
MGM D 0.04% 0.02% 0.02%
MHK B 0.06% 0.02% 0.02%
MIDD D 0.05% 0.01% 0.01%
MKC B 0.19% 0.04% 0.04%
MKL C 0.06% 0.04% 0.04%
MKTX C 0.08% 0.02% 0.02%
MLM D 0.04% 0.06% 0.04%
MMC A 0.07% 0.23% 0.07%
MMM A 0.06% 0.15% 0.06%
MNST C 0.16% 0.07% 0.07%
MO C 0.18% 0.18% 0.18%
MOH C 0.09% 0.04% 0.04%
MORN C 0.07% 0.02% 0.02%
MOS F 0.21% 0.02% 0.02%
MPC F 0.19% 0.11% 0.11%
MPWR C 0.07% 0.09% 0.07%
MRK D 0.07% 0.59% 0.07%
MRNA F 0.04% 0.05% 0.04%
MRO D 0.19% 0.03% 0.03%
MRVL C 0.06% 0.13% 0.06%
MS D 0.06% 0.24% 0.06%
MSCI C 0.07% 0.09% 0.07%
MSFT C 0.06% 6.33% 0.06%
MSI B 0.58% 0.15% 0.15%
MTB B 0.07% 0.06% 0.06%
MTCH C 0.07% 0.02% 0.02%
MTD D 0.04% 0.06% 0.04%
MTN D 0.05% 0.01% 0.01%
MU F 0.04% 0.2% 0.04%
NBIX D 0.07% 0.02% 0.02%
NCLH C 0.06% 0.02% 0.02%
NDAQ B 0.08% 0.06% 0.06%
NDSN C 0.05% 0.03% 0.03%
NEE B 0.23% 0.35% 0.23%
NEM B 0.29% 0.12% 0.12%
NET D 0.06% 0.05% 0.05%
NFE F 0.1% 0.0% 0.0%
NFLX B 0.05% 0.59% 0.05%
NI A 0.24% 0.03% 0.03%
NKE D 0.05% 0.19% 0.05%
NNN B 0.16% 0.02% 0.02%
NOC B 0.05% 0.14% 0.05%
NOV F 0.18% 0.01% 0.01%
NOW B 0.07% 0.36% 0.07%
NRG C 0.2% 0.03% 0.03%
NSC C 0.05% 0.12% 0.05%
NTAP D 0.06% 0.05% 0.05%
NTRS B 0.07% 0.04% 0.04%
NUE D 0.21% 0.07% 0.07%
NVDA D 0.06% 5.79% 0.06%
NVR B 0.06% 0.06% 0.06%
NVT D 0.04% 0.02% 0.02%
NWSA D 0.05% 0.03% 0.03%
O B 0.17% 0.11% 0.11%
OC C 0.04% 0.03% 0.03%
ODFL D 0.05% 0.07% 0.05%
OGE B 0.23% 0.02% 0.02%
OGN C 0.08% 0.01% 0.01%
OHI B 0.18% 0.02% 0.02%
OKE A 0.23% 0.11% 0.11%
OKTA F 0.05% 0.02% 0.02%
OLED C 0.06% 0.02% 0.02%
OMC B 0.06% 0.04% 0.04%
ON D 0.06% 0.06% 0.06%
ORCL B 0.07% 0.5% 0.07%
ORI B 0.07% 0.02% 0.02%
ORLY B 0.05% 0.13% 0.05%
OTIS C 0.04% 0.08% 0.04%
OVV F 0.17% 0.02% 0.02%
OXY F 0.16% 0.07% 0.07%
PAG D 0.05% 0.01% 0.01%
PANW C 0.07% 0.22% 0.07%
PARA F 0.05% 0.01% 0.01%
PATH D 0.07% 0.01% 0.01%
PAYC D 0.07% 0.02% 0.02%
PAYX B 0.05% 0.09% 0.05%
PCAR D 0.04% 0.1% 0.04%
PCG B 0.22% 0.08% 0.08%
PCOR D 0.06% 0.01% 0.01%
PCTY D 0.05% 0.01% 0.01%
PEG A 0.23% 0.08% 0.08%
PEN D 0.09% 0.02% 0.02%
PEP B 0.17% 0.49% 0.17%
PFE C 0.08% 0.34% 0.08%
PFG C 0.06% 0.03% 0.03%
PFGC B 0.17% 0.02% 0.02%
PG A 0.17% 0.83% 0.17%
PGR B 0.07% 0.29% 0.07%
PH B 0.06% 0.15% 0.06%
PHM B 0.07% 0.06% 0.06%
PII D 0.05% 0.01% 0.01%
PINS F 0.04% 0.04% 0.04%
PKG B 0.05% 0.04% 0.04%
PLD B 0.17% 0.24% 0.17%
PLTR B 0.08% 0.14% 0.08%
PM B 0.2% 0.39% 0.2%
PNC B 0.07% 0.14% 0.07%
PNR A 0.05% 0.03% 0.03%
PNW A 0.24% 0.02% 0.02%
PODD B 0.09% 0.03% 0.03%
POOL C 0.05% 0.03% 0.03%
POST C 0.18% 0.01% 0.01%
PPG C 0.04% 0.06% 0.04%
PPL A 0.23% 0.05% 0.05%
PRU C 0.06% 0.08% 0.06%
PSA A 0.18% 0.11% 0.11%
PSTG D 0.05% 0.03% 0.03%
PSX F 0.18% 0.11% 0.11%
PTC D 0.06% 0.04% 0.04%
PWR C 0.04% 0.08% 0.04%
PYPL B 0.05% 0.15% 0.05%
QCOM D 0.05% 0.38% 0.05%
QRVO F 0.06% 0.02% 0.02%
RBA B 0.06% 0.03% 0.03%
RBLX B 0.07% 0.05% 0.05%
RCL B 0.06% 0.08% 0.06%
RCM C 0.09% 0.01% 0.01%
REG B 0.17% 0.02% 0.02%
REGN C 0.09% 0.24% 0.09%
REXR C 0.16% 0.02% 0.02%
REYN C 0.18% 0.0% 0.0%
RF C 0.07% 0.04% 0.04%
RGA B 0.06% 0.03% 0.03%
RGEN F 0.1% 0.01% 0.01%
RGLD B 0.27% 0.02% 0.02%
RH C 0.06% 0.01% 0.01%
RHI D 0.04% 0.01% 0.01%
RIVN F 0.07% 0.02% 0.02%
RJF C 0.06% 0.04% 0.04%
RMD B 0.09% 0.07% 0.07%
RNR B 0.07% 0.03% 0.03%
ROK D 0.05% 0.06% 0.05%
ROKU C 0.7% 0.02% 0.02%
ROL B 0.05% 0.03% 0.03%
ROP B 0.06% 0.12% 0.06%
ROST C 0.05% 0.1% 0.05%
RPM B 0.05% 0.03% 0.03%
RPRX C 0.08% 0.02% 0.02%
RRC D 0.17% 0.01% 0.01%
RRX C 0.05% 0.02% 0.02%
RS D 0.23% 0.03% 0.03%
RSG B 0.22% 0.08% 0.08%
RTX C 0.05% 0.32% 0.05%
SAIA D 0.04% 0.02% 0.02%
SBAC B 0.18% 0.05% 0.05%
SBUX C 0.06% 0.22% 0.06%
SCHW D 0.05% 0.19% 0.05%
SCI A 0.06% 0.02% 0.02%
SEE D 0.04% 0.01% 0.01%
SEIC C 0.06% 0.01% 0.01%
SHW A 0.06% 0.17% 0.06%
SJM C 0.17% 0.03% 0.03%
SLB F 0.18% 0.11% 0.11%
SMCI F 0.03% 0.04% 0.03%
SNA B 0.05% 0.03% 0.03%
SNOW F 0.06% 0.08% 0.06%
SNPS D 0.05% 0.15% 0.05%
SNX D 0.05% 0.02% 0.02%
SO A 0.23% 0.2% 0.2%
SOFI C 0.07% 0.02% 0.02%
SOLV C 0.1% 0.02% 0.02%
SON C 0.04% 0.01% 0.01%
SPG B 0.16% 0.11% 0.11%
SPGI A 0.07% 0.33% 0.07%
SQ D 0.05% 0.07% 0.05%
SRE B 0.22% 0.1% 0.1%
SRPT F 0.08% 0.02% 0.02%
SSNC A 0.07% 0.03% 0.03%
ST F 0.04% 0.01% 0.01%
STE B 0.09% 0.05% 0.05%
STLD F 0.21% 0.03% 0.03%
STT B 0.07% 0.05% 0.05%
STWD B 0.06% 0.01% 0.01%
STZ C 0.15% 0.08% 0.08%
SUI B 0.18% 0.04% 0.04%
SWK B 0.05% 0.03% 0.03%
SWKS F 0.06% 0.03% 0.03%
SYF D 0.05% 0.04% 0.04%
SYK B 0.09% 0.25% 0.09%
SYY C 0.17% 0.08% 0.08%
T A 0.61% 0.31% 0.31%
TAP C 0.17% 0.02% 0.02%
TDG B 0.05% 0.15% 0.05%
TDY B 0.05% 0.04% 0.04%
TEAM D 0.07% 0.05% 0.05%
TECH D 0.08% 0.02% 0.02%
TER D 0.05% 0.04% 0.04%
TFC D 0.07% 0.11% 0.07%
TFX B 0.1% 0.02% 0.02%
TGT C 0.05% 0.14% 0.05%
TJX B 0.06% 0.27% 0.06%
TMO B 0.09% 0.48% 0.09%
TMUS A 0.59% 0.21% 0.21%
TOL B 0.06% 0.03% 0.03%
TOST C 0.06% 0.02% 0.02%
TPL C 0.21% 0.03% 0.03%
TPR C 0.05% 0.02% 0.02%
TPX C 0.05% 0.02% 0.02%
TREX F 0.03% 0.01% 0.01%
TRGP B 0.24% 0.06% 0.06%
TRMB C 0.05% 0.03% 0.03%
TROW D 0.06% 0.05% 0.05%
TRU A 0.06% 0.04% 0.04%
TRV A 0.07% 0.11% 0.07%
TSCO B 0.05% 0.06% 0.05%
TSLA C 0.07% 1.28% 0.07%
TSN C 0.18% 0.04% 0.04%
TT A 0.05% 0.16% 0.05%
TTC D 0.04% 0.02% 0.02%
TTD B 0.06% 0.09% 0.06%
TTEK B 0.05% 0.03% 0.03%
TTWO D 0.05% 0.05% 0.05%
TW A 0.07% 0.03% 0.03%
TWLO D 0.07% 0.02% 0.02%
TXN D 0.06% 0.37% 0.06%
TXT D 0.05% 0.03% 0.03%
TYL B 0.08% 0.05% 0.05%
U D 0.08% 0.01% 0.01%
UAL C 0.05% 0.03% 0.03%
UBER C 0.05% 0.29% 0.05%
UDR B 0.16% 0.03% 0.03%
UGI B 0.21% 0.01% 0.01%
UHAL B 0.06% 0.01% 0.01%
UHS B 0.1% 0.03% 0.03%
UI B 0.73% 0.0% 0.0%
ULTA D 0.05% 0.04% 0.04%
UNH C 0.1% 1.09% 0.1%
UNM B 0.07% 0.02% 0.02%
UNP B 0.05% 0.3% 0.05%
UPS D 0.04% 0.19% 0.04%
URI C 0.05% 0.09% 0.05%
USB C 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% 0.9% 0.05%
VEEV C 0.1% 0.07% 0.07%
VFC C 0.06% 0.01% 0.01%
VICI B 0.17% 0.07% 0.07%
VLO F 0.18% 0.09% 0.09%
VLTO B 0.05% 0.05% 0.05%
VMC D 0.04% 0.06% 0.04%
VOYA A 0.06% 0.02% 0.02%
VRSK D 0.05% 0.08% 0.05%
VRSN D 0.06% 0.03% 0.03%
VRT C 0.06% 0.06% 0.06%
VRTX C 0.08% 0.25% 0.08%
VST C 0.18% 0.05% 0.05%
VTR B 0.19% 0.05% 0.05%
VTRS C 0.09% 0.03% 0.03%
VZ A 0.56% 0.37% 0.37%
W D 0.04% 0.01% 0.01%
WAB B 0.05% 0.06% 0.05%
WAL B 0.08% 0.02% 0.02%
WAT C 0.05% 0.04% 0.04%
WBA F 0.09% 0.01% 0.01%
WBD D 0.06% 0.03% 0.03%
WBS D 0.07% 0.02% 0.02%
WCC D 0.04% 0.01% 0.01%
WDAY D 0.07% 0.11% 0.07%
WDC D 0.05% 0.04% 0.04%
WEC B 0.24% 0.06% 0.06%
WELL B 0.18% 0.16% 0.16%
WEX C 0.05% 0.02% 0.02%
WFC F 0.05% 0.38% 0.05%
WH B 0.05% 0.01% 0.01%
WHR D 0.05% 0.01% 0.01%
WLK D 0.21% 0.01% 0.01%
WM D 0.2% 0.15% 0.15%
WMB A 0.22% 0.11% 0.11%
WMS D 0.04% 0.02% 0.02%
WMT B 0.06% 0.68% 0.06%
WOLF F 0.02% 0.0% 0.0%
WPC B 0.16% 0.03% 0.03%
WRB C 0.07% 0.04% 0.04%
WSC D 0.05% 0.01% 0.01%
WSM C 0.05% 0.03% 0.03%
WSO C 0.04% 0.03% 0.03%
WST F 0.07% 0.04% 0.04%
WTRG D 0.21% 0.02% 0.02%
WTW B 0.07% 0.06% 0.06%
WWD D 0.04% 0.02% 0.02%
WY C 0.16% 0.05% 0.05%
WYNN D 0.04% 0.01% 0.01%
XEL B 0.24% 0.07% 0.07%
XOM D 0.2% 0.99% 0.2%
XPO D 0.05% 0.02% 0.02%
XRAY D 0.08% 0.01% 0.01%
XYL D 0.04% 0.06% 0.04%
YUM B 0.05% 0.08% 0.05%
Z B 0.17% 0.02% 0.02%
ZBH D 0.08% 0.04% 0.04%
ZBRA C 0.05% 0.03% 0.03%
ZI D 0.05% 0.01% 0.01%
ZION D 0.07% 0.01% 0.01%
ZM C 0.07% 0.04% 0.04%
ZS F 0.06% 0.03% 0.03%
ZTS B 0.09% 0.17% 0.09%
EQAL Overweight 246 Positions Relative to SCHX
Symbol Grade Weight
FYBR C 0.73%
LITE C 0.58%
IRDM D 0.53%
RBC D 0.25%
NEU C 0.25%
MP D 0.24%
SMG C 0.24%
IDA B 0.23%
TKR D 0.23%
VVV D 0.23%
SRCL A 0.22%
ESI D 0.22%
HUN D 0.22%
NFG A 0.22%
DTM B 0.22%
CWEN A 0.22%
X D 0.22%
HXL F 0.22%
ASH D 0.21%
COKE C 0.21%
SCCO D 0.21%
OLN D 0.2%
VNO A 0.2%
AM B 0.2%
INGR B 0.19%
FRPT B 0.18%
BRX B 0.18%
ADC B 0.18%
HIW A 0.18%
CUZ B 0.18%
PPC D 0.18%
SWN D 0.18%
BRBR C 0.17%
SEB C 0.17%
EPR B 0.17%
MPW B 0.17%
FR B 0.17%
PR D 0.17%
MTDR F 0.17%
CC F 0.17%
WFRD D 0.16%
CIVI F 0.16%
CHRD F 0.16%
KRC C 0.16%
STAG B 0.16%
SPB B 0.16%
FLO C 0.16%
NSA A 0.16%
HHH C 0.16%
SAM F 0.15%
RYN C 0.15%
PK F 0.13%
RARE B 0.12%
GO F 0.12%
DOCS B 0.11%
SHC B 0.11%
EXEL A 0.1%
INSP C 0.1%
VKTX C 0.1%
AMED D 0.09%
PRGO C 0.09%
PINC C 0.09%
NVST D 0.09%
QGEN B 0.09%
TXG D 0.09%
ACHC C 0.09%
NTRA B 0.09%
THC B 0.09%
FAF A 0.08%
PSN B 0.08%
PB B 0.08%
SMAR B 0.08%
DNB C 0.08%
S C 0.08%
ENOV F 0.08%
GTLB D 0.08%
COLB C 0.08%
UWMC C 0.08%
ITCI D 0.08%
TPG B 0.08%
IONS F 0.08%
GMED D 0.08%
VIRT B 0.08%
RKT B 0.08%
CPRI D 0.07%
TFSL C 0.07%
PRI B 0.07%
FNB D 0.07%
RLI B 0.07%
CVNA B 0.07%
JHG B 0.07%
COHR C 0.07%
AXS B 0.07%
CRUS D 0.07%
SLM D 0.07%
AZTA D 0.07%
AMG C 0.07%
SN B 0.07%
DOX C 0.07%
CNXC D 0.07%
IAC C 0.07%
WTFC C 0.07%
FTRE F 0.07%
DXC C 0.07%
FHB C 0.07%
BPOP C 0.07%
HLI A 0.07%
CLVT D 0.07%
RYAN C 0.07%
PEGA C 0.07%
BFAM B 0.07%
DBX D 0.07%
NTNX C 0.07%
MTG B 0.07%
SAIC B 0.07%
EVR B 0.07%
GLOB D 0.07%
THG A 0.07%
SNV C 0.07%
PYCR D 0.07%
APLS D 0.07%
PNFP B 0.07%
NU B 0.07%
HOG C 0.06%
SPOT C 0.06%
KD D 0.06%
THO C 0.06%
CRI C 0.06%
MAT C 0.06%
SNDR B 0.06%
MSGS B 0.06%
EXP A 0.06%
MSTR D 0.06%
TKO B 0.06%
OMF D 0.06%
CHH C 0.06%
VSTS D 0.06%
LNC D 0.06%
LNW B 0.06%
DV F 0.06%
MUSA B 0.06%
NCNO F 0.06%
CPNG B 0.06%
PLNT B 0.06%
WTM D 0.06%
NWL C 0.06%
BYD C 0.06%
AVT D 0.06%
DUOL C 0.06%
MTSI D 0.06%
APPF D 0.06%
OWL C 0.06%
QS F 0.06%
HRB C 0.06%
AGO C 0.06%
BHF F 0.06%
HCP A 0.06%
KMPR D 0.06%
AFRM C 0.06%
RNG D 0.06%
OZK D 0.06%
CERT F 0.06%
XP D 0.06%
SF B 0.06%
KSS F 0.05%
MSM D 0.05%
BROS D 0.05%
VMI D 0.05%
MTZ B 0.05%
LSTR D 0.05%
MDU B 0.05%
ESAB C 0.05%
SSD C 0.05%
SKX C 0.05%
BC D 0.05%
AMKR D 0.05%
ALGM D 0.05%
PLTK D 0.05%
PENN D 0.05%
HAYW D 0.05%
GXO D 0.05%
GTES C 0.05%
YETI D 0.05%
FIX B 0.05%
CR C 0.05%
FCN C 0.05%
BWXT D 0.05%
SPR D 0.05%
GFS F 0.05%
RL B 0.05%
TNL F 0.05%
IPGP F 0.05%
GPK A 0.05%
TXRH D 0.05%
AWI C 0.05%
LPX B 0.05%
H D 0.05%
WING B 0.05%
TDC F 0.05%
COLM B 0.05%
AN D 0.05%
R B 0.05%
SLGN B 0.05%
OLLI C 0.05%
FOUR C 0.05%
LEG D 0.05%
ATI D 0.05%
ALSN B 0.05%
INFA D 0.05%
AAON A 0.05%
WEN C 0.05%
NXST D 0.05%
SITE D 0.05%
UAA C 0.05%
ONTO D 0.05%
NYT C 0.05%
DLB D 0.05%
LOPE D 0.05%
JWN C 0.05%
CNM F 0.04%
MKSI F 0.04%
VNT D 0.04%
TRIP F 0.04%
BIRK D 0.04%
DDS D 0.04%
APG D 0.04%
AZEK C 0.04%
EEFT F 0.04%
M D 0.04%
CROX C 0.04%
AL D 0.04%
GAP F 0.04%
MSA D 0.04%
LFUS D 0.04%
PVH D 0.04%
VAC F 0.04%
LYFT D 0.04%
FLS D 0.04%
WU F 0.04%
MAN D 0.04%
CFLT F 0.04%
OSK D 0.04%
KEX C 0.04%
ELF F 0.03%
AAP F 0.03%
SEG C 0.01%
EQAL Underweight 12 Positions Relative to SCHX
Symbol Grade Weight
GOOG D -1.5%
NXPI F -0.12%
TEL D -0.09%
SW B -0.05%
STX D -0.04%
ERIE B -0.03%
SNAP F -0.02%
ALV F -0.01%
HTZ F -0.0%
AGL F -0.0%
SEDG F -0.0%
PLUG F -0.0%
Compare ETFs