FTLS vs. SCHJ ETF Comparison

Comparison of First Trust Long/Short Equity (FTLS) to HCM Defender 500 Index ETF (SCHJ)
FTLS

First Trust Long/Short Equity

FTLS Description

The investment seeks to provide investors with long-term total return. Under normal circumstances, at least 80% of the fund's assets (plus the amount of any borrowing for investment purposes) will be exposed to U.S. exchange-listed equity securities of U.S. and foreign companies by investing in such securities directly and/or in U.S. exchange-traded funds ("ETFs") that provide exposure to such securities. It may invest up to 20% of its net assets (plus the amount of any borrowing for investment purposes) in U.S. exchange-listed equity index futures contracts. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$65.45

Average Daily Volume

127,001

Number of Holdings *

384

* 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 FTLS SCHJ
30 Days 0.83% -0.40%
60 Days 4.31% -0.83%
90 Days 3.42% 0.38%
12 Months 20.73% 7.03%
116 Overlapping Holdings
Symbol Grade Weight in FTLS Weight in SCHJ Overlap
AAPL C 7.52% 0.04% 0.04%
ABT A -0.14% 0.02% -0.14%
AER B -0.02% 0.02% -0.02%
AFL C 0.69% 0.01% 0.01%
AIZ A 0.22% 0.02% 0.02%
ALB B -0.03% 0.01% -0.03%
ALL A 0.86% 0.03% 0.03%
ALLY C 0.31% 0.03% 0.03%
AMAT F -0.04% 0.04% -0.04%
AMZN B 2.75% 0.04% 0.04%
APD A -0.69% 0.02% -0.69%
AVGO C 1.16% 0.02% 0.02%
BA D -0.08% 0.01% -0.08%
BABA D -0.32% 0.09% -0.32%
BK B -0.37% 0.01% -0.37%
C B 2.21% 0.03% 0.03%
CAG F 0.4% 0.01% 0.01%
CF A 0.55% 0.02% 0.02%
CL D 1.17% 0.0% 0.0%
CMCSA B -0.67% 0.01% -0.67%
CME A 1.58% 0.07% 0.07%
CMI A -0.36% 0.0% -0.36%
COP B -0.06% 0.09% -0.06%
CSL C 0.6% 0.01% 0.01%
CTRA B -0.04% 0.0% -0.04%
CVX A -0.02% 0.02% -0.02%
DE C -0.5% 0.0% -0.5%
DIS B -0.66% 0.04% -0.66%
EA A -0.02% 0.03% -0.02%
EFX F -0.19% 0.01% -0.19%
ETN B -0.58% 0.05% -0.58%
FANG D 0.84% 0.03% 0.03%
FDX B 1.66% 0.04% 0.04%
FIS C 0.99% 0.03% 0.03%
FLEX B 0.48% 0.0% 0.0%
GD D -0.55% 0.02% -0.55%
GE D -0.03% 0.03% -0.03%
GM B 0.13% 0.01% 0.01%
GOOGL B 1.46% 0.03% 0.03%
GSK F -0.17% 0.04% -0.17%
HCA F -0.07% 0.04% -0.07%
HII F -0.12% 0.02% -0.12%
HON B -0.02% 0.04% -0.02%
HPQ B 1.03% 0.1% 0.1%
HRB D 0.21% 0.02% 0.02%
HSBC A -0.22% 0.03% -0.22%
ILMN C 1.25% 0.02% 0.02%
INTC C -0.3% 0.02% -0.3%
JBL C 0.79% 0.03% 0.03%
JNJ D 1.94% 0.02% 0.02%
JPM A 0.92% 0.02% 0.02%
KEYS C -0.13% 0.03% -0.13%
KMI A 1.23% 0.01% 0.01%
KMPR A 0.08% 0.03% 0.03%
KR B -0.25% 0.02% -0.25%
LEG F 0.14% 0.02% 0.02%
LIN D -0.6% 0.0% -0.6%
LLY F 0.86% 0.02% 0.02%
LMT D -0.33% 0.02% -0.33%
LOW C 2.16% 0.01% 0.01%
MCD D -0.41% 0.01% -0.41%
MDLZ F -0.33% 0.03% -0.33%
MLM B -0.49% 0.04% -0.49%
MMM D -0.3% 0.02% -0.3%
MO A 1.48% 0.02% 0.02%
MPC D 1.35% 0.03% 0.03%
MSFT D 4.5% 0.05% 0.05%
MSI B -0.41% 0.03% -0.41%
MU D -0.19% 0.03% -0.19%
MUFG A -0.07% 0.02% -0.07%
NSC B -0.28% 0.0% -0.28%
NTAP C 0.79% 0.02% 0.02%
NTRS A 0.43% 0.04% 0.04%
NVDA A 4.98% 0.03% 0.03%
NXPI F -0.09% 0.02% -0.09%
OMC C -0.27% 0.02% -0.27%
ORCL A -0.82% 0.06% -0.82%
ORI A 0.14% 0.03% 0.03%
PAA B 0.13% 0.01% 0.01%
PCAR C -0.22% 0.0% -0.22%
PEP F -0.57% 0.02% -0.57%
PG C -0.25% 0.02% -0.25%
PH B 1.65% 0.04% 0.04%
PKG B -0.15% 0.02% -0.15%
PM A 1.88% 0.02% 0.02%
PNC B -0.5% 0.02% -0.5%
QCOM F 2.01% 0.02% 0.02%
R B -0.09% 0.02% -0.09%
RL C 0.71% 0.03% 0.03%
RPRX F 0.25% 0.04% 0.04%
SCHW A 2.09% 0.01% 0.01%
SLB C -0.12% 0.02% -0.12%
STZ D -0.04% 0.02% -0.04%
SWK F 0.44% 0.03% 0.03%
SYF B 0.8% 0.05% 0.05%
SYK A -0.16% 0.02% -0.16%
SYY D 0.86% 0.02% 0.02%
TFC A 1.03% 0.02% 0.02%
THG A 0.1% 0.03% 0.03%
TMO F -0.03% 0.03% -0.03%
TMUS B 2.29% 0.06% 0.06%
TRMB B -0.09% 0.02% -0.09%
TXN C -0.38% 0.0% -0.38%
UHS D 0.2% 0.04% 0.04%
UNH C -0.41% 0.01% -0.41%
USB B 1.34% 0.03% 0.03%
VLO C 1.41% 0.03% 0.03%
VMC B -0.16% 0.03% -0.16%
VNT C -0.08% 0.03% -0.08%
VRSK B -0.54% 0.05% -0.54%
VRSN F 0.46% 0.03% 0.03%
WM B -0.46% 0.02% -0.46%
WMB A 0.07% 0.03% 0.03%
WMT A -0.03% 0.03% -0.03%
XOM B -0.45% 0.03% -0.45%
ZBH C -0.36% 0.01% -0.36%
FTLS Overweight 268 Positions Relative to SCHJ
Symbol Grade Weight
ACN C 2.13%
META C 1.84%
GOOG B 1.22%
LNG A 1.15%
CTAS B 1.12%
BRK.A B 1.12%
TRV A 1.05%
HWM A 0.97%
PBR D 0.72%
TWLO A 0.7%
TOL B 0.66%
EAT A 0.63%
NVR D 0.56%
PNR B 0.55%
INSM C 0.55%
VLTO C 0.5%
BJ B 0.49%
MAS D 0.47%
CROX F 0.46%
OKTA D 0.46%
ZIM A 0.45%
GEN B 0.45%
NVS D 0.43%
GL C 0.41%
VICI C 0.4%
FFIV B 0.4%
PENN C 0.39%
DBX C 0.36%
EXP B 0.36%
CRS A 0.35%
TTC F 0.34%
SNA B 0.33%
TKO A 0.32%
WRB B 0.32%
CCK D 0.31%
LPX B 0.31%
JAZZ C 0.3%
PI D 0.3%
AYI B 0.29%
ASO F 0.29%
SCHV A 0.27%
IWD B 0.27%
SPYV A 0.26%
EWBC A 0.25%
CNK A 0.24%
WHD B 0.22%
KNSL B 0.21%
MSM D 0.21%
SAM C 0.2%
EXEL B 0.2%
ALSN B 0.2%
MGY A 0.2%
TWST F 0.19%
COLB B 0.18%
THO C 0.18%
ADMA C 0.17%
ALKS C 0.17%
SKYW B 0.16%
CALM A 0.16%
UMBF B 0.16%
PNFP B 0.16%
SFM A 0.16%
STNG D 0.16%
GLBE A 0.16%
MATX B 0.15%
PRI A 0.15%
CRC A 0.15%
LOGI F 0.14%
AXS A 0.14%
CBT C 0.14%
BFH B 0.14%
MTG D 0.13%
GMS B 0.13%
VRNA B 0.13%
CSWI A 0.13%
SIGI B 0.13%
OPCH F 0.12%
WGO D 0.12%
KRG A 0.12%
PPC B 0.12%
GFF B 0.12%
FTDR B 0.12%
ZWS B 0.12%
BFAM F 0.12%
CBSH A 0.12%
NSA C 0.11%
ABM B 0.11%
MMS D 0.11%
ENLC A 0.11%
HESM A 0.11%
AM A 0.11%
SMPL B 0.11%
GBCI B 0.1%
TBBK B 0.1%
GRBK D 0.1%
LOPE B 0.1%
YOU D 0.1%
EXTR C 0.1%
TCBI B 0.1%
RDFN D 0.1%
ESNT D 0.09%
PRGS B 0.09%
DBRG F 0.09%
PAYO A 0.09%
KFY B 0.09%
VCYT B 0.09%
FOLD F 0.09%
LCII D 0.09%
TXG F 0.09%
AZZ A 0.08%
UBSI B 0.08%
PLXS B 0.08%
HAYW B 0.08%
RLI A 0.08%
EPR D 0.08%
BOH B 0.08%
CARG B 0.08%
LANC D 0.08%
CUBI C 0.08%
NMIH D 0.07%
EBC B 0.07%
FHB B 0.07%
PBH A 0.07%
BCRX D 0.07%
REVG B 0.07%
AVNT B 0.07%
AMPH F 0.06%
GSL F 0.06%
PLMR A 0.06%
WFG C 0.06%
ADUS D 0.06%
BRC C 0.06%
AUB B 0.06%
ICFI F 0.06%
MQ F 0.06%
ROIC A 0.06%
OTEX F 0.06%
SUPN B 0.06%
MYGN F 0.05%
COLL F 0.05%
TRMD D 0.05%
CDNA D 0.04%
VIST B -0.02%
CBU B -0.02%
HLN C -0.02%
DNB B -0.02%
SAIA C -0.02%
COTY F -0.02%
KD A -0.02%
RIVN F -0.02%
FRO D -0.02%
COHR B -0.02%
UWMC D -0.02%
WOLF F -0.02%
NVEE F -0.02%
LKFN B -0.02%
ARM F -0.02%
IBOC B -0.02%
RUN F -0.02%
VSAT F -0.02%
ASPN F -0.02%
ENS D -0.02%
FSLR F -0.02%
TFIN B -0.03%
MARA C -0.03%
RCL A -0.03%
HHH B -0.03%
UTZ D -0.03%
ICHR C -0.03%
CNNE B -0.03%
NEOG D -0.03%
GKOS A -0.03%
AMRC F -0.03%
BVN D -0.03%
RDY D -0.03%
CLH C -0.03%
BURL A -0.03%
NWSA B -0.03%
DIOD F -0.03%
ARLO C -0.03%
OSIS A -0.03%
PAR A -0.03%
PSMT D -0.03%
AZTA F -0.03%
SDGR C -0.03%
BE A -0.03%
RXST F -0.03%
AMD F -0.03%
BIRK D -0.03%
AMRK F -0.03%
FAST B -0.03%
GPRE F -0.03%
SLGN A -0.03%
ATEC C -0.04%
CRDO B -0.04%
APPN C -0.04%
CFLT B -0.04%
IRTC C -0.04%
UPST B -0.04%
EQT A -0.04%
FFIN B -0.04%
ERJ A -0.04%
RH D -0.04%
PRCT B -0.04%
ENR B -0.04%
OSK C -0.04%
AEO F -0.05%
ACIW B -0.05%
ZD B -0.05%
ACVA A -0.05%
SOFI A -0.05%
VRRM F -0.05%
LYFT C -0.05%
LMND A -0.05%
GATX B -0.05%
TTD B -0.06%
MSA D -0.06%
VAL F -0.06%
WST D -0.06%
AVAV C -0.07%
MMYT B -0.07%
APO A -0.07%
SSB B -0.07%
CDW F -0.07%
AVY D -0.07%
KTOS C -0.07%
DLB F -0.07%
SE A -0.07%
DY C -0.08%
NSIT F -0.09%
CCOI B -0.09%
MAT D -0.09%
HAE C -0.1%
ING D -0.1%
GPC F -0.1%
VVV D -0.1%
ARGX B -0.11%
STM F -0.11%
IDCC B -0.13%
BKR B -0.13%
STE D -0.13%
NFLX A -0.14%
HQY A -0.14%
ASX D -0.15%
TM D -0.15%
INFY D -0.16%
IPG F -0.17%
BWXT A -0.19%
GWRE A -0.2%
FMX F -0.21%
URI B -0.21%
CCEP D -0.23%
DEO F -0.23%
TYL B -0.25%
PANW B -0.25%
SAP B -0.28%
GEHC D -0.28%
ISRG A -0.31%
UL D -0.31%
SNPS C -0.31%
WAT C -0.31%
TTWO A -0.32%
NOW B -0.35%
HDB B -0.39%
ASML F -0.4%
PAYX B -0.58%
TSLA A -0.61%
CDNS B -0.69%
FTLS Underweight 320 Positions Relative to SCHJ
Symbol Grade Weight
CARR D -0.1%
MDT D -0.1%
BIIB F -0.1%
DD D -0.09%
V A -0.09%
TAP B -0.08%
OTIS C -0.07%
KLAC F -0.07%
BLK B -0.07%
STLA F -0.07%
GILD C -0.07%
NI A -0.06%
WBA F -0.06%
CHTR B -0.06%
KO D -0.05%
RF A -0.05%
MCHP F -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%
TGT B -0.05%
BDX F -0.05%
BERY D -0.05%
DLTR F -0.05%
MRK F -0.05%
GS B -0.05%
ITW B -0.04%
SPGI D -0.04%
DXC D -0.04%
CMA B -0.04%
BHP F -0.04%
PPL A -0.04%
WLK F -0.04%
JBHT C -0.04%
DOW F -0.04%
VFC C -0.04%
MA B -0.04%
MOS D -0.04%
FOXA B -0.04%
JEF A -0.04%
NOC D -0.04%
LUV B -0.04%
SBUX A -0.04%
AXP B -0.04%
AIG C -0.04%
DELL B -0.04%
AMCR D -0.03%
TPR B -0.03%
FAF C -0.03%
HP C -0.03%
DLR A -0.03%
BWA D -0.03%
PHM D -0.03%
IFF D -0.03%
SWKS F -0.03%
EMR A -0.03%
EQR C -0.03%
HAS D -0.03%
CLX A -0.03%
MAIN A -0.03%
TEL C -0.03%
GP F -0.03%
TME F -0.03%
GWW B -0.03%
FTNT B -0.03%
BC D -0.03%
LII A -0.03%
ED C -0.03%
SNX D -0.03%
AN D -0.03%
LDOS C -0.03%
MHK D -0.03%
WB C -0.03%
BAX F -0.03%
CE F -0.03%
FRT B -0.03%
OPI F -0.03%
FTV D -0.03%
JD D -0.03%
AWH F -0.03%
JCI B -0.03%
IP A -0.03%
PVH C -0.03%
JHG B -0.03%
BKU A -0.03%
CNO B -0.03%
KEY B -0.03%
DG F -0.03%
LHX B -0.03%
MKC D -0.03%
DGX A -0.03%
EBAY D -0.03%
EVRG A -0.03%
AVT C -0.03%
HAL C -0.03%
TT A -0.03%
LVS B -0.03%
EPD A -0.03%
EXC C -0.03%
PFE F -0.03%
PYPL B -0.03%
ARCC A -0.03%
BIDU F -0.03%
CSCO B -0.03%
HPE B -0.03%
IBM C -0.03%
ABBV F -0.03%
MS A -0.03%
BAC 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%
DOV B -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%
CTVA C -0.02%
PSEC D -0.02%
AGO A -0.02%
RNR C -0.02%
HES B -0.02%
ADM D -0.02%
KRC C -0.02%
TKR F -0.02%
OC A -0.02%
ADSK B -0.02%
JNPR D -0.02%
RS B -0.02%
PNW B -0.02%
G B -0.02%
RPM B -0.02%
EL F -0.02%
GBDC B -0.02%
FHN A -0.02%
STLD B -0.02%
DAL A -0.02%
LNC B -0.02%
LNT A -0.02%
HOG F -0.02%
UNM A -0.02%
HUBB B -0.02%
LAZ B -0.02%
BR B -0.02%
GSBD F -0.02%
TDY B -0.02%
BKH A -0.02%
VOYA B -0.02%
SLG B -0.02%
PFG C -0.02%
NUE D -0.02%
WPC C -0.02%
MRVL B -0.02%
ROK B -0.02%
INTU B -0.02%
BG D -0.02%
L A -0.02%
SHW C -0.02%
AON B -0.02%
KMB C -0.02%
A F -0.02%
MCO D -0.02%
LYB F -0.02%
H B -0.02%
ARE F -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%
AWK C -0.02%
DVN F -0.02%
TJX A -0.02%
CAH B -0.02%
HBAN B -0.02%
SRE A -0.02%
XEL A -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%
BKNG A -0.02%
PEG C -0.02%
D C -0.02%
AMP A -0.02%
LH B -0.02%
ROST D -0.02%
AGR A -0.02%
K B -0.02%
ETR A -0.02%
CNH C -0.02%
MET A -0.02%
SPG A -0.02%
HST D -0.02%
GLPI C -0.02%
CRM B -0.02%
GPN C -0.02%
CAT C -0.02%
CM A -0.02%
TSN B -0.02%
DUK C -0.02%
ICE C -0.02%
AL B -0.02%
UPS C -0.02%
MMC D -0.02%
RTX D -0.02%
VOD D -0.02%
KDP D -0.02%
MAR B -0.02%
EOG A -0.02%
BXP D -0.02%
BNS A -0.02%
DB D -0.02%
ZTS D -0.02%
CB C -0.02%
PCG A -0.02%
DFS B -0.02%
VZ C -0.02%
BMY A -0.02%
RY B -0.02%
CI D -0.02%
NWG B -0.02%
WFC A -0.02%
CHD A -0.01%
NEM D -0.01%
BEN C -0.01%
VNO C -0.01%
FE C -0.01%
BRO B -0.01%
PDM D -0.01%
ARW F -0.01%
OGE A -0.01%
MAA A -0.01%
O C -0.01%
CSX C -0.01%
OHI B -0.01%
RSG A -0.01%
ROP C -0.01%
AEP C -0.01%
CP F -0.01%
DHR D -0.01%
NKE F -0.01%
WEST C -0.01%
MTB A -0.01%
ES C -0.01%
PSA C -0.01%
AVB B -0.01%
CPB D -0.01%
PPG F -0.01%
HSY F -0.01%
AMG C -0.01%
OGS A -0.01%
LRCX F -0.01%
APTV F -0.01%
HUM D -0.01%
MCK A -0.01%
ADBE D -0.01%
VTR B -0.01%
NFG A -0.01%
PRU B -0.01%
GIS F -0.01%
DTE C -0.01%
STT B -0.01%
CCI C -0.01%
FITB B -0.01%
HD A -0.01%
PSX C -0.01%
AMGN D -0.01%
BMO A -0.01%
TD D -0.01%
AMT D -0.01%
COF B -0.01%
AZN F -0.01%
CVS F -0.01%
T A -0.01%
FCNCA A -0.0%
COST A -0.0%
CMS C -0.0%
AEE A -0.0%
SCCO F -0.0%
KIM A -0.0%
WHR B -0.0%
CUBE C -0.0%
APH B -0.0%
AZO C -0.0%
ESS A -0.0%
BDN C -0.0%
BRX A -0.0%
WU F -0.0%
IVZ C -0.0%
TXT D -0.0%
UNP D -0.0%
OKE A -0.0%
WELL A -0.0%
BSX A -0.0%
EIX C -0.0%
AES F -0.0%
DOC D -0.0%
FSK A -0.0%
MPLX A -0.0%
SO C -0.0%
NEE C -0.0%
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