INRO vs. SCHJ ETF Comparison

Comparison of BlackRock U.S. Industry Rotation ETF (INRO) to HCM Defender 500 Index ETF (SCHJ)
INRO

BlackRock U.S. Industry Rotation ETF

INRO Description

INRO is targeted US equity exposure, actively managed by shifting the selection and weighting of the portfolio towards industries among the broad domestic market. Portfolio allocation is based on five potential sources of return: information regarding the current economic cycle, valuation, quality metrics, analyst expectation data and recent individual industry trends. The strategy aims to capture the potential alpha from the dispersion between industry allocations and the broad market. During temporary defensive periods, the fund may depart from this principal investment strategy to invest 100% of the portfolio in liquid, short-term securities. The fund may engage in active and frequent trading. Derivatives may also be used to seek returns or hedge exposure. Up to one-third of the value of the funds assets may be lending.

Grade (RS Rating)

Last Trade

$28.39

Average Daily Volume

3,548

Number of Holdings *

429

* 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 INRO SCHJ
30 Days 5.09% -0.36%
60 Days 6.25% -0.92%
90 Days 7.10% 0.10%
12 Months 6.61%
235 Overlapping Holdings
Symbol Grade Weight in INRO Weight in SCHJ Overlap
A D 0.05% 0.02% 0.02%
AAPL C 5.76% 0.04% 0.04%
ABBV D 0.39% 0.03% 0.03%
ADBE C 0.32% 0.01% 0.01%
ADI D 0.22% 0.02% 0.02%
ADP B 0.29% 0.05% 0.05%
ADSK A 0.09% 0.02% 0.02%
AEP D 0.32% 0.01% 0.01%
AES F 0.03% 0.0% 0.0%
AFL B 0.09% 0.01% 0.01%
AIG B 0.09% 0.04% 0.04%
AIZ A 0.02% 0.02% 0.02%
ALL A 0.08% 0.03% 0.03%
ALLE D 0.08% 0.02% 0.02%
ALLY C 0.02% 0.03% 0.02%
AMAT F 0.3% 0.04% 0.04%
AMCR D 0.07% 0.03% 0.03%
AMGN D 0.2% 0.01% 0.01%
AMP A 0.19% 0.02% 0.02%
AMT D 0.11% 0.01% 0.01%
AMZN C 1.47% 0.04% 0.04%
AON A 0.11% 0.02% 0.02%
APD A 0.01% 0.02% 0.01%
APH A 0.19% 0.0% 0.0%
ARE D 0.04% 0.02% 0.02%
ATO A 0.05% 0.05% 0.05%
AVB B 0.01% 0.01% 0.01%
AVGO D 1.54% 0.02% 0.02%
AXP A 1.14% 0.04% 0.04%
AZO C 0.15% 0.0% 0.0%
BA F 0.04% 0.01% 0.01%
BAC A 0.81% 0.03% 0.03%
BEN C 0.03% 0.01% 0.01%
BIIB F 0.03% 0.1% 0.03%
BK A 0.11% 0.01% 0.01%
BMY B 0.11% 0.02% 0.02%
BR A 0.08% 0.02% 0.02%
BRO B 0.04% 0.01% 0.01%
BXP D 1.35% 0.02% 0.02%
C A 0.34% 0.03% 0.03%
CARR D 0.42% 0.1% 0.1%
CAT B 0.35% 0.02% 0.02%
CB C 0.17% 0.02% 0.02%
CCI D 0.06% 0.01% 0.01%
CFG B 0.06% 0.02% 0.02%
CME A 0.3% 0.07% 0.07%
CMI A 0.1% 0.0% 0.0%
CNH C 0.02% 0.02% 0.02%
COF B 0.48% 0.01% 0.01%
COP C 0.24% 0.09% 0.09%
COST B 0.47% 0.0% 0.0%
CRM B 0.45% 0.02% 0.02%
CSL C 0.14% 0.01% 0.01%
CSX B 0.25% 0.01% 0.01%
CTRA B 0.03% 0.0% 0.0%
CTVA C 0.01% 0.02% 0.01%
CVX A 0.5% 0.02% 0.02%
DAL C 0.03% 0.02% 0.02%
DD D 0.01% 0.09% 0.01%
DE A 0.2% 0.0% 0.0%
DELL C 0.07% 0.04% 0.04%
DFS B 0.29% 0.02% 0.02%
DG F 0.02% 0.03% 0.02%
DHI D 0.33% 0.02% 0.02%
DHR F 0.19% 0.01% 0.01%
DLR B 0.07% 0.03% 0.03%
DLTR F 0.01% 0.05% 0.01%
DOC D 0.03% 0.0% 0.0%
DOV A 0.05% 0.02% 0.02%
DOW F 0.01% 0.04% 0.01%
DUK C 0.54% 0.02% 0.02%
DVN F 0.04% 0.02% 0.02%
EBAY D 0.02% 0.03% 0.02%
EFX F 0.08% 0.01% 0.01%
EIX B 0.21% 0.0% 0.0%
EMR A 0.24% 0.03% 0.03%
EOG A 0.15% 0.02% 0.02%
EQIX A 0.1% 0.02% 0.02%
EQR B 0.01% 0.03% 0.01%
ES D 0.14% 0.01% 0.01%
ESS B 0.01% 0.0% 0.0%
ETN A 0.48% 0.05% 0.05%
ETR B 0.2% 0.02% 0.02%
EVRG A 0.11% 0.03% 0.03%
EXC C 0.25% 0.03% 0.03%
FANG D 0.06% 0.03% 0.03%
FCNCA A 0.05% 0.0% 0.0%
FDX B 0.02% 0.04% 0.02%
FE C 0.15% 0.01% 0.01%
FIS C 0.01% 0.03% 0.01%
FITB A 0.08% 0.01% 0.01%
FTNT C 0.08% 0.03% 0.03%
FTV C 0.05% 0.03% 0.03%
GD F 0.03% 0.02% 0.02%
GE D 0.08% 0.03% 0.03%
GILD C 0.14% 0.07% 0.07%
GLPI C 0.02% 0.02% 0.02%
GM B 0.09% 0.01% 0.01%
GOOGL C 3.13% 0.03% 0.03%
GS A 0.64% 0.05% 0.05%
GWW B 0.44% 0.03% 0.03%
HAL C 0.04% 0.03% 0.03%
HBAN A 0.07% 0.02% 0.02%
HD A 1.17% 0.01% 0.01%
HES B 0.07% 0.02% 0.02%
HII D 0.0% 0.02% 0.0%
HON B 1.6% 0.04% 0.04%
HPE B 0.05% 0.03% 0.03%
HPQ B 0.06% 0.1% 0.06%
HUBB B 0.08% 0.02% 0.02%
IBM C 0.06% 0.03% 0.03%
ICE C 0.33% 0.02% 0.02%
ILMN D 0.03% 0.02% 0.02%
INTC D 0.22% 0.02% 0.02%
INTU C 0.26% 0.02% 0.02%
IP B 0.09% 0.03% 0.03%
ITW B 0.15% 0.04% 0.04%
JBHT C 0.06% 0.04% 0.04%
JBL B 0.03% 0.03% 0.03%
JCI C 0.39% 0.03% 0.03%
JNJ D 0.37% 0.02% 0.02%
JPM A 1.74% 0.02% 0.02%
KEY B 0.05% 0.03% 0.03%
KEYS A 0.06% 0.03% 0.03%
KLAC D 0.17% 0.07% 0.07%
KMI A 0.1% 0.01% 0.01%
KR B 0.05% 0.02% 0.02%
L A 0.03% 0.02% 0.02%
LDOS C 0.05% 0.03% 0.03%
LEN D 0.28% 0.02% 0.02%
LHX C 0.02% 0.03% 0.02%
LII A 0.14% 0.03% 0.03%
LIN D 0.03% 0.0% 0.0%
LLY F 0.57% 0.02% 0.02%
LMT D 0.05% 0.02% 0.02%
LNT A 0.11% 0.02% 0.02%
LOW D 0.43% 0.01% 0.01%
LRCX F 0.19% 0.01% 0.01%
LUV C 0.02% 0.04% 0.02%
LYB F 0.0% 0.02% 0.0%
MA C 0.04% 0.04% 0.04%
MAA B 0.01% 0.01% 0.01%
MCHP D 0.08% 0.05% 0.05%
MCO B 0.28% 0.02% 0.02%
MET A 0.08% 0.02% 0.02%
MLM B 0.57% 0.04% 0.04%
MMC B 0.16% 0.02% 0.02%
MMM D 0.76% 0.02% 0.02%
MO A 0.41% 0.02% 0.02%
MPC D 0.1% 0.03% 0.03%
MRK F 0.24% 0.05% 0.05%
MRVL B 0.16% 0.02% 0.02%
MS A 0.55% 0.03% 0.03%
MSFT F 4.24% 0.05% 0.05%
MTB A 0.09% 0.01% 0.01%
MU D 0.23% 0.03% 0.03%
NDAQ A 0.14% 0.02% 0.02%
NEE D 0.97% 0.0% 0.0%
NEM D 0.11% 0.01% 0.01%
NOC D 0.03% 0.04% 0.03%
NSC B 0.22% 0.0% 0.0%
NTAP C 0.04% 0.02% 0.02%
NTRS A 0.1% 0.04% 0.04%
NUE C 0.01% 0.02% 0.01%
NVDA C 7.62% 0.03% 0.03%
NXPI D 0.12% 0.02% 0.02%
OC A 0.12% 0.02% 0.02%
OKE A 0.12% 0.0% 0.0%
ORCL B 0.45% 0.06% 0.06%
ORLY B 0.21% 0.02% 0.02%
OTIS C 0.08% 0.07% 0.07%
PCAR B 0.11% 0.0% 0.0%
PCG A 0.26% 0.02% 0.02%
PFE D 0.14% 0.03% 0.03%
PFG D 0.04% 0.02% 0.02%
PH A 0.17% 0.04% 0.04%
PHM D 0.18% 0.03% 0.03%
PKG A 0.1% 0.02% 0.02%
PM B 0.87% 0.02% 0.02%
PNC B 0.21% 0.02% 0.02%
PPL B 0.05% 0.04% 0.04%
PRU A 0.07% 0.01% 0.01%
PSA D 0.07% 0.01% 0.01%
PSX C 0.1% 0.01% 0.01%
PYPL B 0.01% 0.03% 0.01%
QCOM F 0.39% 0.02% 0.02%
RF A 0.07% 0.05% 0.05%
ROK B 0.1% 0.02% 0.02%
ROP B 0.09% 0.01% 0.01%
ROST C 0.14% 0.02% 0.02%
RPRX D 0.01% 0.04% 0.01%
RS B 0.01% 0.02% 0.01%
RSG A 0.2% 0.01% 0.01%
RTX C 0.06% 0.02% 0.02%
SCHW B 0.41% 0.01% 0.01%
SHW A 0.01% 0.02% 0.01%
SLB C 0.09% 0.02% 0.02%
SO D 0.6% 0.0% 0.0%
SPGI C 0.55% 0.04% 0.04%
STLD B 0.01% 0.02% 0.01%
STT A 0.05% 0.01% 0.01%
SWK D 0.03% 0.03% 0.03%
SWKS F 0.03% 0.03% 0.03%
SYF B 0.18% 0.05% 0.05%
SYY B 0.04% 0.02% 0.02%
TDY B 0.04% 0.02% 0.02%
TFC A 0.17% 0.02% 0.02%
TGT F 0.08% 0.05% 0.05%
TJX A 0.39% 0.02% 0.02%
TMO F 0.24% 0.03% 0.03%
TMUS B 4.56% 0.06% 0.06%
TRMB B 0.04% 0.02% 0.02%
TT A 0.65% 0.03% 0.03%
TXN C 0.39% 0.0% 0.0%
TXT D 0.01% 0.0% 0.0%
UNH C 0.01% 0.01% 0.01%
UNP C 0.54% 0.0% 0.0%
UPS C 0.04% 0.02% 0.02%
USB A 0.2% 0.03% 0.03%
V A 0.04% 0.09% 0.04%
VLO C 0.08% 0.03% 0.03%
VMC B 0.59% 0.03% 0.03%
VRSK A 0.09% 0.05% 0.05%
VRSN F 0.01% 0.03% 0.01%
VTR C 0.06% 0.01% 0.01%
WAB B 0.07% 0.02% 0.02%
WBA F 0.0% 0.06% 0.0%
WELL A 0.18% 0.0% 0.0%
WFC A 0.64% 0.02% 0.02%
WM A 0.37% 0.02% 0.02%
WMB A 0.13% 0.03% 0.03%
WMT A 0.45% 0.03% 0.03%
XEL A 0.24% 0.02% 0.02%
XOM B 0.95% 0.03% 0.03%
ZTS D 0.08% 0.02% 0.02%
INRO Overweight 194 Positions Relative to SCHJ
Symbol Grade Weight
META D 3.68%
GOOG C 2.72%
TSLA B 1.32%
CBRE B 0.87%
CSGP D 0.63%
UBER D 0.49%
URI B 0.47%
AMD F 0.47%
BX A 0.45%
CEG D 0.45%
FAST B 0.4%
PWR A 0.37%
CTAS B 0.34%
KKR A 0.31%
GEV B 0.31%
NOW A 0.3%
Z A 0.25%
PGR A 0.23%
GRMN B 0.22%
WCN A 0.21%
CPRT A 0.21%
NVR D 0.21%
COIN C 0.2%
VST B 0.19%
EME C 0.19%
PANW C 0.18%
PLTR B 0.18%
ODFL B 0.16%
WSO A 0.16%
MSCI C 0.16%
VRT B 0.16%
AME A 0.15%
VRTX F 0.15%
BLDR D 0.15%
RJF A 0.13%
SW A 0.13%
FCX D 0.12%
MAS D 0.12%
SNPS B 0.12%
CDNS B 0.12%
CRWD B 0.12%
ARES A 0.12%
NRG B 0.12%
REGN F 0.11%
PAYX C 0.11%
VLTO D 0.11%
ACM A 0.11%
APP B 0.1%
AJG B 0.1%
MSTR C 0.1%
GLW B 0.09%
TSCO D 0.09%
LNG B 0.09%
TRV B 0.09%
TRGP B 0.08%
LPLA A 0.08%
IR B 0.08%
FDS B 0.08%
FICO B 0.08%
WDAY B 0.08%
BALL D 0.08%
BKR B 0.07%
MELI D 0.07%
AVY D 0.07%
ACN C 0.07%
DDOG A 0.06%
XYL D 0.06%
ON D 0.06%
HOOD B 0.06%
MPWR F 0.06%
AOS F 0.06%
OXY D 0.06%
TEAM A 0.06%
BRK.A B 0.06%
F C 0.06%
ROL B 0.06%
FBIN D 0.06%
TW A 0.06%
IQV D 0.05%
WTW B 0.05%
ANSS B 0.05%
HUBS A 0.05%
ULTA F 0.05%
CG A 0.05%
CCK C 0.05%
TROW B 0.05%
BURL A 0.05%
TPL A 0.05%
CDW F 0.05%
WSM B 0.05%
BBY D 0.05%
PINS D 0.05%
HIG B 0.05%
VICI C 0.05%
ACGL D 0.05%
PNR A 0.04%
SNA A 0.04%
PTC A 0.04%
WDC D 0.04%
ALNY D 0.04%
TYL B 0.04%
CINF A 0.04%
J F 0.04%
MKL A 0.04%
MKTX D 0.04%
FSLR F 0.04%
CBOE B 0.04%
EQT B 0.04%
IRM D 0.04%
BAH F 0.04%
ZBRA B 0.04%
EXR D 0.04%
TRU D 0.04%
SMCI F 0.03%
MANH D 0.03%
MRO B 0.03%
DT C 0.03%
EG C 0.03%
WAT B 0.03%
PSTG D 0.03%
ZS C 0.03%
PAYC B 0.03%
DAY B 0.03%
NDSN B 0.03%
SBAC D 0.03%
WST C 0.03%
WRB A 0.03%
TDG D 0.03%
WY D 0.03%
GGG B 0.03%
ENTG D 0.03%
SNAP C 0.03%
ZM B 0.03%
TER D 0.03%
IEX B 0.03%
SSNC B 0.03%
STX D 0.03%
DKS C 0.03%
MTD D 0.03%
KMX B 0.03%
KNX B 0.03%
INCY C 0.02%
IT C 0.02%
BMRN D 0.02%
NBIX C 0.02%
MRNA F 0.02%
TTC D 0.02%
DINO D 0.02%
SEIC B 0.02%
ERIE D 0.02%
ENPH F 0.02%
AXON A 0.02%
AVTR F 0.02%
HWM A 0.02%
AFG A 0.02%
RVTY F 0.02%
UHAL D 0.02%
IOT A 0.02%
UTHR C 0.02%
BBWI D 0.02%
MTCH D 0.02%
OVV B 0.02%
DOCU A 0.02%
GEN B 0.02%
CPT B 0.01%
SUI D 0.01%
ACI C 0.01%
MDB C 0.01%
HEI B 0.01%
INVH D 0.01%
EPAM C 0.01%
VTRS A 0.01%
TWLO A 0.01%
BIO D 0.01%
NET B 0.01%
APO B 0.01%
CTLT B 0.01%
APA D 0.01%
RIVN F 0.01%
EXAS D 0.01%
SNOW C 0.01%
CRL C 0.01%
FI A 0.01%
QRVO F 0.01%
TECH D 0.01%
CHRD D 0.01%
GDDY A 0.01%
BSY D 0.01%
CTSH B 0.01%
ECL D 0.0%
CHRW C 0.0%
FNF B 0.0%
HEI B 0.0%
EXPD D 0.0%
INRO Underweight 201 Positions Relative to SCHJ
Symbol Grade Weight
MDT D -0.1%
BABA D -0.09%
TAP C -0.08%
BLK C -0.07%
STLA F -0.07%
NI A -0.06%
CHTR C -0.06%
KO D -0.05%
SJM D -0.05%
EMN D -0.05%
SF B -0.05%
HRL D -0.05%
BDX F -0.05%
BERY B -0.05%
UHS D -0.04%
DXC B -0.04%
CMA A -0.04%
BHP F -0.04%
WLK D -0.04%
VFC C -0.04%
MOS F -0.04%
FOXA B -0.04%
JEF A -0.04%
GSK F -0.04%
DIS B -0.04%
SBUX A -0.04%
HCA F -0.04%
TPR B -0.03%
FAF A -0.03%
HP B -0.03%
THG A -0.03%
EA A -0.03%
BWA D -0.03%
IFF D -0.03%
KMPR B -0.03%
HAS D -0.03%
CLX 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%
ED D -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%
JD D -0.03%
MSI B -0.03%
AWH F -0.03%
PVH C -0.03%
JHG A -0.03%
VNT B -0.03%
BKU A -0.03%
CNO A -0.03%
MKC D -0.03%
DGX A -0.03%
AVT C -0.03%
MDLZ F -0.03%
LVS C -0.03%
EPD A -0.03%
ARCC A -0.03%
BIDU F -0.03%
CSCO B -0.03%
HSBC B -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%
LEG F -0.02%
RGA A -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%
PSEC D -0.02%
AGO B -0.02%
RNR C -0.02%
ADM D -0.02%
KRC C -0.02%
TKR D -0.02%
JNPR F -0.02%
PNW B -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%
LNC B -0.02%
HOG D -0.02%
UNM A -0.02%
LAZ B -0.02%
GSBD F -0.02%
BKH A -0.02%
VOYA B -0.02%
SLG B -0.02%
WPC D -0.02%
BG F -0.02%
KMB D -0.02%
H B -0.02%
CNP B -0.02%
CNA B -0.02%
NNN D -0.02%
UAL A -0.02%
WEC A -0.02%
AWK D -0.02%
R B -0.02%
CAH B -0.02%
SRE A -0.02%
SITC D -0.02%
EXPE B -0.02%
BKNG A -0.02%
PEG A -0.02%
D C -0.02%
ABT B -0.02%
LH C -0.02%
SYK C -0.02%
AGR B -0.02%
K A -0.02%
SPG B -0.02%
HST C -0.02%
STZ D -0.02%
GPN B -0.02%
CM A -0.02%
TSN B -0.02%
AL B -0.02%
VOD F -0.02%
PG A -0.02%
KDP D -0.02%
MAR B -0.02%
AER B -0.02%
BNS A -0.02%
DB D -0.02%
OMC C -0.02%
PEP F -0.02%
VZ C -0.02%
RY A -0.02%
CI F -0.02%
MUFG B -0.02%
NWG C -0.02%
CHD B -0.01%
VNO B -0.01%
ALB C -0.01%
PDM D -0.01%
ARW D -0.01%
OGE B -0.01%
O D -0.01%
OHI C -0.01%
CP D -0.01%
NKE D -0.01%
WEST C -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%
MCK B -0.01%
NFG A -0.01%
CAG D -0.01%
GIS D -0.01%
DTE C -0.01%
BMO A -0.01%
TD F -0.01%
AZN D -0.01%
MCD D -0.01%
ZBH C -0.01%
CVS D -0.01%
T A -0.01%
CMCSA B -0.01%
CMS C -0.0%
AEE A -0.0%
SCCO F -0.0%
KIM A -0.0%
WHR B -0.0%
FLEX A -0.0%
CUBE D -0.0%
BDN C -0.0%
BRX A -0.0%
WU D -0.0%
IVZ B -0.0%
CL D -0.0%
BSX B -0.0%
FSK A -0.0%
MPLX A -0.0%
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