SCHD vs. XJH ETF Comparison

Comparison of Schwab US Dividend Equity ETF (SCHD) to iShares ESG Screened S&P Mid-Cap ETF (XJH)
SCHD

Schwab US Dividend Equity ETF

SCHD Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 IndexSM. The fund invests at least 90% of its net assets in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The 100-component index is a subset of the Dow Jones U.S. Broad Market Index, excluding REITs, master limited partnerships, preferred stocks and convertibles. It is non-diversified.

Grade (RS Rating)

Last Trade

$28.66

Average Daily Volume

10,198,089

Number of Holdings *

99

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

iShares ESG Screened S&P Mid-Cap ETF

XJH Description The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

Grade (RS Rating)

Last Trade

$43.12

Average Daily Volume

12,264

Number of Holdings *

353

* may have additional holdings in another (foreign) market
Performance
Period SCHD XJH
30 Days -0.54% -0.25%
60 Days 2.67% 2.42%
90 Days 5.04% 4.72%
12 Months 24.83% 25.54%
20 Overlapping Holdings
Symbol Grade Weight in SCHD Weight in XJH Overlap
COLB B 0.25% 0.25% 0.25%
CRI F 0.07% 0.07% 0.07%
DINO D 0.24% 0.26% 0.24%
EWBC A 0.55% 0.54% 0.54%
FNF A 0.6% 0.59% 0.59%
HRB D 0.31% 0.31% 0.31%
IBOC B 0.15% 0.15% 0.15%
JHG B 0.22% 0.22% 0.22%
MSM D 0.15% 0.15% 0.15%
MTN C 0.26% 0.25% 0.25%
NSP F 0.1% 0.1% 0.1%
NXST C 0.2% 0.19% 0.19%
OZK B 0.19% 0.19% 0.19%
SNV B 0.31% 0.3% 0.3%
UNM A 0.49% 0.45% 0.45%
WEN C 0.12% 0.12% 0.12%
WHR B 0.24% 0.24% 0.24%
WSO A 0.64% 0.69% 0.64%
WU F 0.14% 0.1% 0.1%
ZION B 0.34% 0.33% 0.33%
SCHD Overweight 79 Positions Relative to XJH
Symbol Grade Weight
BLK B 4.53%
BMY A 4.49%
CSCO B 4.47%
CVX A 4.37%
HD A 4.27%
TXN C 3.87%
VZ C 3.78%
UPS C 3.69%
MO A 3.63%
LMT D 3.6%
PEP F 3.55%
PFE F 3.51%
AMGN D 3.43%
KO D 3.31%
ABBV F 3.3%
USB B 2.99%
EOG A 2.96%
OKE A 2.4%
FAST B 1.79%
PAYX B 1.78%
VLO C 1.75%
KMB C 1.69%
F C 1.65%
MTB A 1.36%
FITB B 1.23%
TROW B 1.02%
HSY F 1.01%
HBAN B 0.97%
RF A 0.92%
CINF A 0.89%
LYB F 0.81%
PKG B 0.8%
DRI C 0.77%
SNA B 0.72%
CTRA B 0.72%
KEY B 0.69%
BBY D 0.67%
CF A 0.6%
AMCR D 0.56%
TPR A 0.51%
SWKS F 0.51%
CHRW B 0.5%
DKS D 0.44%
IPG F 0.42%
CMA B 0.35%
APA F 0.31%
RHI C 0.3%
RDN D 0.2%
CATY B 0.14%
APAM B 0.13%
BOH B 0.12%
HUN F 0.12%
CVBF B 0.11%
BANR B 0.1%
HTLF B 0.1%
CNS B 0.1%
OFG B 0.08%
NWBI B 0.07%
LKFN B 0.07%
FCF B 0.07%
CHCO B 0.07%
BKE A 0.06%
LEG F 0.06%
VRTS B 0.06%
STBA B 0.06%
GABC B 0.05%
FBMS B 0.04%
PFC B 0.04%
KFRC D 0.04%
CBRL C 0.04%
SRCE B 0.04%
AMSF B 0.04%
OXM F 0.04%
PFBC B 0.04%
ETD D 0.03%
CPF B 0.03%
CWEN C 0.03%
HFWA B 0.03%
GES F 0.02%
SCHD Underweight 333 Positions Relative to XJH
Symbol Grade Weight
EME A -0.88%
ILMN C -0.85%
CSL C -0.78%
LII B -0.75%
IBKR A -0.73%
RPM B -0.66%
MANH D -0.65%
UTHR C -0.65%
XPO B -0.65%
OC A -0.64%
BURL A -0.64%
RS B -0.64%
WSM D -0.63%
DT C -0.61%
USFD A -0.61%
TOL B -0.6%
THC C -0.59%
FIX A -0.59%
COHR B -0.58%
PSTG F -0.58%
GGG B -0.57%
CASY A -0.57%
RGA B -0.57%
SFM A -0.54%
ACM B -0.54%
AVTR F -0.54%
SAIA C -0.54%
CW B -0.52%
RNR C -0.51%
TXRH B -0.5%
GLPI C -0.5%
ELS B -0.5%
CLH C -0.48%
ITT A -0.47%
NBIX C -0.47%
JLL D -0.47%
BMRN F -0.47%
DUOL A -0.46%
SCI A -0.46%
NVT C -0.46%
AMH C -0.45%
EQH B -0.45%
SF B -0.45%
JEF A -0.45%
WPC C -0.45%
ATR B -0.44%
BJ B -0.44%
LECO C -0.44%
RRX B -0.43%
LAMR D -0.42%
CUBE C -0.41%
FHN A -0.41%
BLD F -0.41%
TTEK F -0.41%
FND F -0.41%
KNSL B -0.4%
GME C -0.4%
AA A -0.4%
EVR B -0.4%
CCK D -0.4%
EHC B -0.39%
ARMK C -0.39%
AFG A -0.39%
WBS A -0.39%
OHI C -0.39%
EXP B -0.39%
WWD B -0.39%
CHDN C -0.39%
AIT B -0.39%
SRPT F -0.39%
LAD B -0.38%
EXEL B -0.38%
PRI A -0.38%
CIEN B -0.38%
AYI B -0.38%
WING D -0.37%
INGR B -0.37%
HLI B -0.37%
NLY C -0.37%
MUSA A -0.37%
ALLY C -0.37%
PNFP B -0.36%
TPX B -0.36%
WTRG B -0.36%
DTM A -0.36%
GMED A -0.35%
WMS F -0.35%
RGLD C -0.35%
DCI B -0.35%
WCC B -0.35%
FBIN D -0.35%
BRBR A -0.35%
PCTY B -0.34%
AXTA B -0.34%
AAON B -0.34%
CFR B -0.34%
KNX B -0.34%
PEN B -0.34%
REXR F -0.34%
BRX A -0.33%
WTFC B -0.33%
SNX D -0.33%
NYT D -0.33%
ORI A -0.33%
CBSH A -0.32%
CHE F -0.32%
CR A -0.32%
MTZ B -0.32%
GPK D -0.32%
TTC F -0.32%
MEDP D -0.32%
CNM C -0.31%
SSB B -0.31%
ONTO F -0.31%
PLNT A -0.31%
X C -0.31%
SKX F -0.31%
LNW F -0.31%
EGP D -0.31%
HQY A -0.31%
PB A -0.3%
VOYA B -0.3%
SEIC B -0.3%
UFPI C -0.3%
BERY D -0.29%
ADC A -0.29%
MKSI C -0.29%
WH B -0.29%
JAZZ C -0.29%
NNN C -0.29%
FYBR C -0.29%
TREX D -0.29%
SSD D -0.29%
FLS A -0.29%
RLI A -0.28%
MIDD D -0.28%
TMHC B -0.28%
EXLS B -0.28%
MTSI B -0.28%
OLED F -0.28%
ANF F -0.28%
G B -0.28%
RGEN F -0.28%
WEX F -0.28%
CVLT B -0.28%
KEX B -0.28%
LPX A -0.27%
MASI B -0.27%
H B -0.27%
GTLS A -0.27%
GXO B -0.27%
ALV C -0.27%
COKE C -0.27%
R B -0.27%
ESAB B -0.27%
RYAN B -0.27%
OSK C -0.27%
MSA D -0.26%
HALO F -0.26%
CMC B -0.26%
VMI B -0.26%
VNO C -0.26%
FCN F -0.26%
FR D -0.26%
CGNX D -0.26%
ELF C -0.26%
ONB B -0.26%
LSCC D -0.26%
GNTX F -0.26%
DOCS C -0.25%
DAR B -0.25%
KD A -0.25%
AZPN A -0.25%
DBX C -0.25%
STAG D -0.25%
LSTR D -0.25%
FAF C -0.25%
HR C -0.24%
NOV D -0.24%
GBCI B -0.24%
MTG D -0.24%
CYTK D -0.24%
CBT C -0.23%
VNT C -0.23%
BRKR F -0.23%
SIGI B -0.23%
NOVT D -0.23%
ARW F -0.23%
WFRD F -0.23%
LFUS D -0.23%
ALTR B -0.23%
STWD C -0.23%
UBSI B -0.22%
HOMB A -0.22%
AGCO F -0.22%
RMBS C -0.22%
LITE B -0.22%
WTS B -0.22%
PVH C -0.22%
THO C -0.22%
THG A -0.22%
KRG A -0.22%
CHX C -0.22%
ESNT D -0.22%
CROX F -0.22%
FNB B -0.22%
CRUS F -0.21%
CADE B -0.21%
UMBF B -0.21%
QLYS C -0.21%
CLF F -0.21%
VVV D -0.21%
AMG C -0.21%
LNTH F -0.21%
ALTM C -0.21%
OLLI D -0.21%
KBH D -0.21%
SLM B -0.2%
FFIN B -0.2%
KNF A -0.2%
BC D -0.2%
APPF C -0.2%
GATX B -0.2%
LEA F -0.2%
BDC B -0.19%
GAP D -0.19%
HXL F -0.19%
ST F -0.19%
SON F -0.19%
UGI C -0.19%
EXPO D -0.19%
BYD B -0.19%
ROIV D -0.19%
AM A -0.19%
HWC B -0.19%
POST D -0.19%
HAE C -0.18%
CUZ B -0.18%
AVT C -0.18%
AVNT B -0.18%
IRT A -0.18%
NJR A -0.18%
WMG C -0.18%
VLY A -0.18%
LOPE B -0.18%
TKR F -0.18%
RH D -0.18%
FIVE F -0.18%
MMS D -0.18%
AN D -0.17%
EEFT C -0.17%
DLB F -0.17%
SLGN A -0.17%
SWX A -0.17%
TCBI B -0.16%
ASGN F -0.16%
BCO F -0.16%
KRC C -0.16%
NEU D -0.16%
CELH F -0.16%
OGS A -0.16%
WLK F -0.16%
SBRA B -0.16%
KMPR A -0.16%
ORA B -0.16%
FLO D -0.16%
M D -0.16%
HOG F -0.15%
ENS D -0.15%
RYN D -0.15%
ASB B -0.15%
CNO B -0.15%
XRAY D -0.14%
ACHC F -0.14%
TNL B -0.14%
OPCH F -0.14%
ASH F -0.14%
SR A -0.14%
FHI B -0.13%
EPR D -0.13%
VAL F -0.13%
BLKB B -0.13%
CDP C -0.13%
SLAB F -0.13%
NVST C -0.13%
TEX D -0.13%
IRDM F -0.13%
PII F -0.13%
POWI D -0.13%
LANC D -0.13%
ZI D -0.12%
PK D -0.12%
PAG B -0.12%
ALGM F -0.12%
PBF D -0.12%
BHF B -0.12%
SMG C -0.12%
GHC B -0.12%
FLG D -0.12%
CHH A -0.12%
YETI D -0.12%
COLM B -0.11%
COTY F -0.11%
LIVN D -0.11%
SAM C -0.11%
TDC D -0.11%
NEOG D -0.11%
AMKR F -0.11%
AMED F -0.11%
NSA C -0.11%
SYNA D -0.11%
VAC C -0.11%
PCH D -0.11%
MAN F -0.11%
ENOV C -0.1%
VC F -0.1%
ARWR D -0.1%
GT C -0.1%
CXT C -0.1%
HGV C -0.1%
CPRI F -0.09%
PPC B -0.08%
IPGP D -0.08%
AZTA F -0.08%
JWN C -0.08%
RCM A -0.08%
GEF B -0.07%
CAR C -0.07%
VSH F -0.07%
UAA C -0.07%
CNXC F -0.07%
UA C -0.05%
MAGN F -0.01%
Compare ETFs