ESG vs. SCHJ ETF Comparison

Comparison of FlexShares STOXX US ESG Impact Index Fund (ESG) to HCM Defender 500 Index ETF (SCHJ)

ESG

FlexShares STOXX US ESG Impact Index Fund

ESG Description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX US ESG Impact Index.

Grade (RS Rating)

Last Trade

$138.03

Average Daily Volume

5,484

Number of Holdings ^*

259

* 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

$24.45

Average Daily Volume

90,843

Number of Holdings ^*

436

* may have additional holdings in another (foreign) market

Performance

Period	ESG	SCHJ
30 Days	0.51%	-0.40%
60 Days	2.42%	-0.83%
90 Days	4.79%	0.38%
12 Months	25.71%	7.03%

173 Overlapping Holdings

Symbol	Grade	Weight in ESG	Weight in SCHJ	Overlap
A	F	0.06%	0.02%	0.02%
AAPL	C	4.84%	0.04%	0.04%
ABT	A	0.66%	0.02%	0.02%
ADBE	D	0.76%	0.01%	0.01%
ADM	D	0.08%	0.02%	0.02%
ADP	B	0.5%	0.05%	0.05%
ADSK	B	0.33%	0.02%	0.02%
AEP	C	0.2%	0.01%	0.01%
AES	F	0.04%	0.0%	0.0%
AFL	C	0.23%	0.01%	0.01%
AIG	C	0.08%	0.04%	0.04%
ALL	A	0.08%	0.03%	0.03%
AMAT	F	0.5%	0.04%	0.04%
AMT	D	0.37%	0.01%	0.01%
AMZN	B	5.34%	0.04%	0.04%
AON	B	0.27%	0.02%	0.02%
APTV	F	0.04%	0.01%	0.01%
ARE	F	0.05%	0.02%	0.02%
AVGO	C	1.95%	0.02%	0.02%
AWK	C	0.13%	0.02%	0.02%
AZO	C	0.09%	0.0%	0.0%
BAC	A	1.03%	0.03%	0.03%
BAX	F	0.04%	0.03%	0.03%
BDX	F	0.11%	0.05%	0.05%
BG	D	0.03%	0.02%	0.02%
BK	B	0.23%	0.01%	0.01%
BKNG	A	0.55%	0.02%	0.02%
BLK	B	0.72%	0.07%	0.07%
BMY	A	0.39%	0.02%	0.02%
BR	B	0.09%	0.02%	0.02%
BSX	A	0.21%	0.0%	0.0%
C	B	0.64%	0.03%	0.03%
CAG	F	0.03%	0.01%	0.01%
CAH	B	0.09%	0.02%	0.02%
CAT	C	0.31%	0.02%	0.02%
CB	C	0.26%	0.02%	0.02%
CI	D	0.3%	0.02%	0.02%
CL	D	0.31%	0.0%	0.0%
CLX	A	0.1%	0.03%	0.03%
CMI	A	0.17%	0.0%	0.0%
CMS	C	0.05%	0.0%	0.0%
COST	A	1.01%	0.0%	0.0%
CRM	B	0.53%	0.02%	0.02%
CSCO	B	0.96%	0.03%	0.03%
CTVA	C	0.06%	0.02%	0.02%
CVS	F	0.28%	0.01%	0.01%
CVX	A	1.36%	0.02%	0.02%
D	C	0.08%	0.02%	0.02%
DD	D	0.12%	0.09%	0.09%
DE	C	0.44%	0.0%	0.0%
DFS	B	0.18%	0.02%	0.02%
DG	F	0.02%	0.03%	0.02%
DIS	B	0.81%	0.04%	0.04%
DLTR	F	0.04%	0.05%	0.04%
DOC	D	0.08%	0.0%	0.0%
DOV	B	0.05%	0.02%	0.02%
DOW	F	0.1%	0.04%	0.04%
DUK	C	0.21%	0.02%	0.02%
EA	A	0.13%	0.03%	0.03%
EBAY	D	0.1%	0.03%	0.03%
ED	C	0.05%	0.03%	0.03%
EIX	C	0.13%	0.0%	0.0%
EL	F	0.06%	0.02%	0.02%
EMR	A	0.12%	0.03%	0.03%
ESS	A	0.06%	0.0%	0.0%
ETR	A	0.08%	0.02%	0.02%
EXPE	B	0.07%	0.02%	0.02%
FANG	D	0.05%	0.03%	0.03%
FDX	B	0.22%	0.04%	0.04%
FITB	B	0.08%	0.01%	0.01%
FTV	D	0.1%	0.03%	0.03%
GILD	C	0.28%	0.07%	0.07%
GIS	F	0.18%	0.01%	0.01%
GM	B	0.32%	0.01%	0.01%
GS	B	0.92%	0.05%	0.05%
GWW	B	0.17%	0.03%	0.03%
HBAN	B	0.06%	0.02%	0.02%
HD	A	0.99%	0.01%	0.01%
HPE	B	0.12%	0.03%	0.03%
HPQ	B	0.17%	0.1%	0.1%
HST	D	0.02%	0.02%	0.02%
HSY	F	0.1%	0.01%	0.01%
IBM	C	0.95%	0.03%	0.03%
ICE	C	0.44%	0.02%	0.02%
INTC	C	0.53%	0.02%	0.02%
INTU	B	0.48%	0.02%	0.02%
ITW	B	0.13%	0.04%	0.04%
JBL	C	0.03%	0.03%	0.03%
JNJ	D	1.79%	0.02%	0.02%
JPM	A	3.38%	0.02%	0.02%
K	B	0.09%	0.02%	0.02%
KDP	D	0.06%	0.02%	0.02%
KEY	B	0.05%	0.03%	0.03%
KLAC	F	0.15%	0.07%	0.07%
KMB	C	0.22%	0.02%	0.02%
KO	D	1.2%	0.05%	0.05%
KR	B	0.2%	0.02%	0.02%
LII	A	0.09%	0.03%	0.03%
LLY	F	2.2%	0.02%	0.02%
LNT	A	0.05%	0.02%	0.02%
LOW	C	0.51%	0.01%	0.01%
LRCX	F	0.24%	0.01%	0.01%
LVS	B	0.04%	0.03%	0.03%
MA	B	1.06%	0.04%	0.04%
MAR	B	0.28%	0.02%	0.02%
MCD	D	0.35%	0.01%	0.01%
MCK	A	0.26%	0.01%	0.01%
MCO	D	0.13%	0.02%	0.02%
MDLZ	F	0.36%	0.03%	0.03%
MDT	D	0.36%	0.1%	0.1%
MET	A	0.2%	0.02%	0.02%
MKC	D	0.06%	0.03%	0.03%
MMC	D	0.27%	0.02%	0.02%
MRK	F	1.02%	0.05%	0.05%
MS	A	0.26%	0.03%	0.03%
MSFT	D	4.72%	0.05%	0.05%
MU	D	0.54%	0.03%	0.03%
NDAQ	A	0.13%	0.02%	0.02%
NEM	D	0.19%	0.01%	0.01%
NI	A	0.04%	0.06%	0.04%
NKE	F	0.22%	0.01%	0.01%
NTAP	C	0.08%	0.02%	0.02%
NXPI	F	0.23%	0.02%	0.02%
OC	A	0.03%	0.02%	0.02%
OMC	C	0.1%	0.02%	0.02%
ORCL	A	0.74%	0.06%	0.06%
OTIS	C	0.16%	0.07%	0.07%
PEG	C	0.14%	0.02%	0.02%
PFE	F	0.36%	0.03%	0.03%
PFG	C	0.08%	0.02%	0.02%
PG	C	1.94%	0.02%	0.02%
PPL	A	0.04%	0.04%	0.04%
PSA	C	0.09%	0.01%	0.01%
PYPL	B	0.29%	0.03%	0.03%
QCOM	F	0.6%	0.02%	0.02%
RF	A	0.06%	0.05%	0.05%
RNR	C	0.02%	0.02%	0.02%
ROK	B	0.13%	0.02%	0.02%
ROST	D	0.2%	0.02%	0.02%
RPRX	F	0.05%	0.04%	0.04%
RSG	A	0.07%	0.01%	0.01%
SBUX	A	0.19%	0.04%	0.04%
SHW	C	0.15%	0.02%	0.02%
SJM	D	0.02%	0.05%	0.02%
SLB	C	0.31%	0.02%	0.02%
SPGI	D	0.65%	0.04%	0.04%
SRE	A	0.14%	0.02%	0.02%
STT	B	0.07%	0.01%	0.01%
STZ	D	0.07%	0.02%	0.02%
SWK	F	0.04%	0.03%	0.03%
SYK	A	0.56%	0.02%	0.02%
TFC	A	0.21%	0.02%	0.02%
TGT	B	0.29%	0.05%	0.05%
TJX	A	0.67%	0.02%	0.02%
TSN	B	0.03%	0.02%	0.02%
TT	A	0.38%	0.03%	0.03%
TXN	C	0.62%	0.0%	0.0%
UNH	C	0.91%	0.01%	0.01%
UNP	D	0.58%	0.0%	0.0%
USB	B	0.39%	0.03%	0.03%
V	A	2.11%	0.09%	0.09%
VLO	C	0.11%	0.03%	0.03%
VRSK	B	0.13%	0.05%	0.05%
VTR	B	0.07%	0.01%	0.01%
VZ	C	0.28%	0.02%	0.02%
WAB	B	0.09%	0.02%	0.02%
WELL	A	0.32%	0.0%	0.0%
WM	B	0.13%	0.02%	0.02%
WMT	A	1.82%	0.03%	0.03%
XEL	A	0.06%	0.02%	0.02%
XOM	B	2.63%	0.03%	0.03%
ZBH	C	0.04%	0.01%	0.01%
ZTS	D	0.32%	0.02%	0.02%

ESG Overweight 86 Positions Relative to SCHJ

Symbol	Grade	Weight
META	C	5.19%
BRK.A	B	3.02%
TSLA	A	2.83%
ACN	C	1.12%
AMD	F	0.74%
UBER	F	0.49%
VRTX	D	0.4%
ELV	F	0.39%
CTAS	B	0.37%
NOW	B	0.36%
APO	A	0.35%
PANW	B	0.32%
CMG	C	0.27%
CRWD	B	0.26%
HLT	A	0.25%
TRV	A	0.24%
FLUT	A	0.23%
SNPS	C	0.21%
CBRE	B	0.2%
LULU	C	0.19%
CEG	C	0.18%
VICI	C	0.17%
IT	C	0.17%
ECL	D	0.17%
GEHC	D	0.17%
AJG	B	0.16%
WTW	B	0.15%
FCX	F	0.15%
HIG	B	0.14%
HUBS	B	0.14%
EW	C	0.13%
IRM	C	0.13%
CDNS	B	0.13%
IQV	F	0.12%
TSCO	D	0.12%
YUM	D	0.12%
MSCI	B	0.12%
WY	D	0.11%
WDC	F	0.11%
DECK	A	0.11%
XYL	D	0.1%
FDS	B	0.1%
BKR	B	0.1%
CTSH	C	0.1%
BBY	D	0.09%
KHC	F	0.09%
LNG	A	0.08%
NU	C	0.08%
CCEP	D	0.08%
WSM	D	0.08%
CCL	A	0.08%
ZBRA	B	0.07%
GEN	B	0.07%
XPO	B	0.07%
BALL	D	0.07%
PNR	B	0.07%
NVT	C	0.06%
HOLX	D	0.06%
IPG	F	0.06%
GLW	B	0.06%
IDXX	F	0.06%
ACM	B	0.06%
BURL	A	0.05%
SMCI	F	0.05%
DOX	D	0.05%
MRO	A	0.05%
SUI	C	0.05%
MRNA	F	0.04%
DPZ	C	0.04%
WST	D	0.04%
IEX	B	0.04%
SNAP	D	0.04%
NDSN	D	0.04%
NRG	B	0.04%
LECO	C	0.03%
STX	D	0.03%
EXPD	D	0.03%
MAS	D	0.03%
AKAM	F	0.03%
OKTA	D	0.02%
DKS	D	0.02%
LKQ	F	0.02%
FFIV	B	0.02%
TFX	F	0.02%
AVTR	F	0.02%
PSTG	F	0.02%

ESG Underweight 263 Positions Relative to SCHJ

Symbol	Grade	Weight
CARR	D	-0.1%
BIIB	F	-0.1%
COP	B	-0.09%
BABA	D	-0.09%
TAP	B	-0.08%
CME	A	-0.07%
STLA	F	-0.07%
WBA	F	-0.06%
TMUS	B	-0.06%
CHTR	B	-0.06%
ETN	B	-0.05%
MCHP	F	-0.05%
EMN	D	-0.05%
SF	B	-0.05%
HRL	D	-0.05%
ATO	A	-0.05%
BERY	D	-0.05%
SYF	B	-0.05%
UHS	D	-0.04%
DXC	D	-0.04%
NTRS	A	-0.04%
CMA	B	-0.04%
BHP	F	-0.04%
MLM	B	-0.04%
WLK	F	-0.04%
JBHT	C	-0.04%
VFC	C	-0.04%
PH	B	-0.04%
HON	B	-0.04%
MOS	D	-0.04%
FOXA	B	-0.04%
JEF	A	-0.04%
GSK	F	-0.04%
NOC	D	-0.04%
LUV	B	-0.04%
AXP	B	-0.04%
HCA	F	-0.04%
DELL	B	-0.04%
AMCR	D	-0.03%
TPR	B	-0.03%
FAF	C	-0.03%
KEYS	C	-0.03%
VMC	B	-0.03%
HP	C	-0.03%
THG	A	-0.03%
DLR	A	-0.03%
BWA	D	-0.03%
PHM	D	-0.03%
IFF	D	-0.03%
SWKS	F	-0.03%
EQR	C	-0.03%
KMPR	A	-0.03%
HAS	D	-0.03%
MAIN	A	-0.03%
TEL	C	-0.03%
RL	C	-0.03%
GP	F	-0.03%
ORI	A	-0.03%
TME	F	-0.03%
FTNT	B	-0.03%
BC	D	-0.03%
SNX	D	-0.03%
AN	D	-0.03%
LDOS	C	-0.03%
MHK	D	-0.03%
WB	C	-0.03%
CE	F	-0.03%
FRT	B	-0.03%
OPI	F	-0.03%
JD	D	-0.03%
MSI	B	-0.03%
AWH	F	-0.03%
JCI	B	-0.03%
IP	A	-0.03%
PVH	C	-0.03%
JHG	B	-0.03%
VNT	C	-0.03%
BKU	A	-0.03%
VRSN	F	-0.03%
CNO	B	-0.03%
LHX	B	-0.03%
DGX	A	-0.03%
EVRG	A	-0.03%
AVT	C	-0.03%
ALLY	C	-0.03%
HAL	C	-0.03%
MPC	D	-0.03%
TMO	F	-0.03%
WMB	A	-0.03%
EPD	A	-0.03%
EXC	C	-0.03%
NVDA	A	-0.03%
FIS	C	-0.03%
GOOGL	B	-0.03%
ARCC	A	-0.03%
BIDU	F	-0.03%
GE	D	-0.03%
ABBV	F	-0.03%
HSBC	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%
LEG	F	-0.02%
RGA	B	-0.02%
KSS	F	-0.02%
SBRA	B	-0.02%
OCSL	F	-0.02%
EQH	B	-0.02%
GXO	B	-0.02%
HTGC	D	-0.02%
NEU	D	-0.02%
BCSF	A	-0.02%
PSEC	D	-0.02%
AGO	A	-0.02%
HES	B	-0.02%
TRMB	B	-0.02%
KRC	C	-0.02%
TKR	F	-0.02%
JNPR	D	-0.02%
RS	B	-0.02%
PNW	B	-0.02%
ILMN	C	-0.02%
G	B	-0.02%
HRB	D	-0.02%
RPM	B	-0.02%
GBDC	B	-0.02%
FHN	A	-0.02%
CF	A	-0.02%
STLD	B	-0.02%
DAL	A	-0.02%
LNC	B	-0.02%
HOG	F	-0.02%
UNM	A	-0.02%
PKG	B	-0.02%
HUBB	B	-0.02%
LAZ	B	-0.02%
GSBD	F	-0.02%
TDY	B	-0.02%
BKH	A	-0.02%
VOYA	B	-0.02%
SLG	B	-0.02%
NUE	D	-0.02%
WPC	C	-0.02%
MRVL	B	-0.02%
L	A	-0.02%
HII	F	-0.02%
LYB	F	-0.02%
H	B	-0.02%
DHI	D	-0.02%
CNP	A	-0.02%
CNA	C	-0.02%
NNN	C	-0.02%
UAL	A	-0.02%
EQIX	A	-0.02%
WEC	A	-0.02%
R	B	-0.02%
DVN	F	-0.02%
MMM	D	-0.02%
SITC	D	-0.02%
ORLY	B	-0.02%
CFG	B	-0.02%
LEN	D	-0.02%
AMP	A	-0.02%
LH	B	-0.02%
AGR	A	-0.02%
PM	A	-0.02%
CNH	C	-0.02%
SPG	A	-0.02%
GLPI	C	-0.02%
MO	A	-0.02%
GPN	C	-0.02%
CM	A	-0.02%
AL	B	-0.02%
SYY	D	-0.02%
UPS	C	-0.02%
GD	D	-0.02%
RTX	D	-0.02%
VOD	D	-0.02%
PNC	B	-0.02%
EOG	A	-0.02%
BXP	D	-0.02%
AER	B	-0.02%
BNS	A	-0.02%
DB	D	-0.02%
PEP	F	-0.02%
PCG	A	-0.02%
LMT	D	-0.02%
RY	B	-0.02%
MUFG	A	-0.02%
NWG	B	-0.02%
WFC	A	-0.02%
CHD	A	-0.01%
BEN	C	-0.01%
VNO	C	-0.01%
FE	C	-0.01%
BRO	B	-0.01%
ALB	B	-0.01%
PDM	D	-0.01%
ARW	F	-0.01%
CSL	C	-0.01%
OGE	A	-0.01%
MAA	A	-0.01%
O	C	-0.01%
CSX	C	-0.01%
OHI	B	-0.01%
EFX	F	-0.01%
ROP	C	-0.01%
CP	F	-0.01%
DHR	D	-0.01%
WEST	C	-0.01%
MTB	A	-0.01%
ES	C	-0.01%
AVB	B	-0.01%
CPB	D	-0.01%
PPG	F	-0.01%
AMG	C	-0.01%
OGS	A	-0.01%
PAA	B	-0.01%
HUM	D	-0.01%
KMI	A	-0.01%
NFG	A	-0.01%
SCHW	A	-0.01%
PRU	B	-0.01%
DTE	C	-0.01%
CCI	C	-0.01%
PSX	C	-0.01%
AMGN	D	-0.01%
BMO	A	-0.01%
TD	D	-0.01%
COF	B	-0.01%
AZN	F	-0.01%
T	A	-0.01%
CMCSA	B	-0.01%
BA	D	-0.01%
FCNCA	A	-0.0%
CTRA	B	-0.0%
AEE	A	-0.0%
SCCO	F	-0.0%
PCAR	C	-0.0%
KIM	A	-0.0%
WHR	B	-0.0%
FLEX	B	-0.0%
CUBE	C	-0.0%
APH	B	-0.0%
BDN	C	-0.0%
BRX	A	-0.0%
NSC	B	-0.0%
WU	F	-0.0%
IVZ	C	-0.0%
TXT	D	-0.0%
LIN	D	-0.0%
OKE	A	-0.0%
FSK	A	-0.0%
MPLX	A	-0.0%
SO	C	-0.0%
NEE	C	-0.0%