SCHJ vs. ACVF ETF Comparison

Comparison of HCM Defender 500 Index ETF (SCHJ) to American Conservative Values ETF (ACVF)
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

$24.43

Average Daily Volume

89,713

Number of Holdings *

436

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

American Conservative Values ETF

ACVF Description The investment seeks to achieve long-term capital appreciation; capital preservation is the secondary objective. Under normal circumstances, the fund seeks to meet its investment objective by investing at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities of U.S. companies that meet its politically conservative criteria. The equity securities in which It invests will generally be those of companies with large market capitalizations.

Grade (RS Rating)

Last Trade

$45.40

Average Daily Volume

7,617

Number of Holdings *

363

* may have additional holdings in another (foreign) market
Performance
Period SCHJ ACVF
30 Days -0.15% 2.31%
60 Days -0.88% 5.11%
90 Days 0.18% 6.07%
12 Months 6.69% 30.61%
239 Overlapping Holdings
Symbol Grade Weight in SCHJ Weight in ACVF Overlap
A D 0.02% 0.06% 0.02%
ABBV F 0.03% 0.77% 0.03%
ABT B 0.02% 0.51% 0.02%
ADBE C 0.01% 0.98% 0.01%
ADI D 0.02% 0.44% 0.02%
ADM D 0.02% 0.07% 0.02%
ADP A 0.05% 0.38% 0.05%
ADSK A 0.02% 0.3% 0.02%
AEE A 0.0% 0.01% 0.0%
AEP C 0.01% 0.03% 0.01%
AES F 0.0% 0.01% 0.0%
AFL B 0.01% 0.06% 0.01%
AIG B 0.04% 0.05% 0.04%
ALB B 0.01% 0.01% 0.01%
ALL A 0.03% 0.05% 0.03%
AMAT F 0.04% 0.52% 0.04%
AMCR C 0.03% 0.04% 0.03%
AMGN F 0.01% 0.37% 0.01%
AMP A 0.02% 0.2% 0.02%
AMT C 0.01% 0.19% 0.01%
AON A 0.02% 0.17% 0.02%
APD A 0.02% 0.17% 0.02%
APH A 0.0% 0.2% 0.0%
APTV F 0.01% 0.04% 0.01%
ARE F 0.02% 0.02% 0.02%
AVB B 0.01% 0.06% 0.01%
AVGO D 0.02% 2.01% 0.02%
AWK C 0.02% 0.02% 0.02%
AZO C 0.0% 0.28% 0.0%
BA F 0.01% 0.17% 0.01%
BDX F 0.05% 0.14% 0.05%
BEN C 0.01% 0.01% 0.01%
BIIB F 0.1% 0.02% 0.02%
BK A 0.01% 0.07% 0.01%
BKNG A 0.02% 0.94% 0.02%
BMY B 0.02% 0.35% 0.02%
BR A 0.02% 0.06% 0.02%
BSX A 0.0% 0.29% 0.0%
BWA D 0.03% 0.03% 0.03%
C A 0.03% 0.45% 0.03%
CAH B 0.02% 0.07% 0.02%
CARR C 0.1% 0.07% 0.07%
CAT B 0.02% 0.51% 0.02%
CB C 0.02% 0.38% 0.02%
CCI C 0.01% 0.1% 0.01%
CE F 0.03% 0.01% 0.01%
CFG B 0.02% 0.07% 0.02%
CHD A 0.01% 0.05% 0.01%
CHTR C 0.06% 0.43% 0.06%
CI D 0.02% 0.58% 0.02%
CL D 0.0% 0.21% 0.0%
CLX A 0.03% 0.01% 0.01%
CME B 0.07% 0.45% 0.07%
CMI A 0.0% 0.16% 0.0%
CNP A 0.02% 0.03% 0.02%
COF C 0.01% 0.16% 0.01%
COP C 0.09% 0.22% 0.09%
COST A 0.0% 1.72% 0.0%
CSCO B 0.03% 1.59% 0.03%
CSX C 0.01% 0.19% 0.01%
CTVA C 0.02% 0.1% 0.02%
CVS D 0.01% 0.17% 0.01%
CVX A 0.02% 0.73% 0.02%
D C 0.02% 0.03% 0.02%
DD C 0.09% 0.05% 0.05%
DE B 0.0% 0.39% 0.0%
DFS B 0.02% 0.34% 0.02%
DG F 0.03% 0.06% 0.03%
DHI F 0.02% 0.11% 0.02%
DHR F 0.01% 0.49% 0.01%
DLR B 0.03% 0.11% 0.03%
DLTR F 0.05% 0.03% 0.03%
DOW F 0.04% 0.03% 0.03%
DTE C 0.01% 0.04% 0.01%
DUK C 0.02% 0.13% 0.02%
EA A 0.03% 0.28% 0.03%
EBAY D 0.03% 0.09% 0.03%
ED C 0.03% 0.01% 0.01%
EFX F 0.01% 0.07% 0.01%
EIX B 0.0% 0.06% 0.0%
EL F 0.02% 0.03% 0.02%
EMR B 0.03% 0.21% 0.03%
EOG A 0.02% 0.13% 0.02%
EQIX A 0.02% 0.24% 0.02%
EQR C 0.03% 0.06% 0.03%
ES C 0.01% 0.04% 0.01%
ETN A 0.05% 0.61% 0.05%
EXC C 0.03% 0.03% 0.03%
EXPE B 0.02% 0.33% 0.02%
FDX B 0.04% 0.15% 0.04%
FE C 0.01% 0.05% 0.01%
FIS C 0.03% 0.13% 0.03%
FITB B 0.01% 0.12% 0.01%
FOXA A 0.04% 0.14% 0.04%
FTNT C 0.03% 0.17% 0.03%
FTV C 0.03% 0.05% 0.03%
GD D 0.02% 0.08% 0.02%
GE D 0.03% 0.45% 0.03%
GILD C 0.07% 0.09% 0.07%
GIS D 0.01% 0.07% 0.01%
GPN B 0.02% 0.18% 0.02%
GWW B 0.03% 0.11% 0.03%
HAL C 0.03% 0.05% 0.03%
HAS D 0.03% 0.01% 0.01%
HBAN A 0.02% 0.05% 0.02%
HCA F 0.04% 0.09% 0.04%
HD B 0.01% 1.77% 0.01%
HES B 0.02% 0.04% 0.02%
HON C 0.04% 0.47% 0.04%
HPE B 0.03% 0.23% 0.03%
HPQ B 0.1% 0.15% 0.1%
HST C 0.02% 0.02% 0.02%
HSY F 0.01% 0.05% 0.01%
HUM C 0.01% 0.18% 0.01%
ICE C 0.02% 0.38% 0.02%
IFF D 0.03% 0.02% 0.02%
ILMN C 0.02% 0.05% 0.02%
INTC C 0.02% 0.32% 0.02%
INTU B 0.02% 0.92% 0.02%
IP A 0.03% 0.07% 0.03%
ITW B 0.04% 0.14% 0.04%
IVZ B 0.0% 0.0% 0.0%
JBHT C 0.04% 0.02% 0.02%
JBL C 0.03% 0.16% 0.03%
JCI B 0.03% 0.2% 0.03%
KEY B 0.03% 0.04% 0.03%
KEYS A 0.03% 0.06% 0.03%
KLAC F 0.07% 0.3% 0.07%
KMB C 0.02% 0.08% 0.02%
KMI A 0.01% 0.11% 0.01%
KR B 0.02% 0.04% 0.02%
KSS F 0.02% 0.06% 0.02%
L A 0.02% 0.04% 0.02%
LEN D 0.02% 0.09% 0.02%
LH B 0.02% 0.04% 0.02%
LHX C 0.03% 0.14% 0.03%
LIN C 0.0% 0.85% 0.0%
LLY F 0.02% 1.48% 0.02%
LMT D 0.02% 0.34% 0.02%
LRCX F 0.01% 0.39% 0.01%
LUV C 0.04% 0.06% 0.04%
LVS B 0.03% 0.05% 0.03%
LYB F 0.02% 0.04% 0.02%
MA B 0.04% 1.7% 0.04%
MAA B 0.01% 0.01% 0.01%
MAR A 0.02% 0.48% 0.02%
MCD D 0.01% 1.0% 0.01%
MCHP F 0.05% 0.06% 0.05%
MCK A 0.01% 0.28% 0.01%
MCO B 0.02% 0.42% 0.02%
MDLZ F 0.03% 0.65% 0.03%
MDT D 0.1% 0.29% 0.1%
MET A 0.02% 0.25% 0.02%
MKC C 0.03% 0.03% 0.03%
MMC B 0.02% 0.26% 0.02%
MMM D 0.02% 0.09% 0.02%
MO A 0.02% 0.23% 0.02%
MOS F 0.04% 0.02% 0.02%
MPC D 0.03% 0.28% 0.03%
MRK D 0.05% 0.65% 0.05%
MS A 0.03% 0.33% 0.03%
MSFT D 0.05% 4.56% 0.05%
MSI B 0.03% 0.83% 0.03%
MU D 0.03% 0.32% 0.03%
NEE C 0.0% 0.51% 0.0%
NEM D 0.01% 0.07% 0.01%
NOC D 0.04% 0.18% 0.04%
NSC B 0.0% 0.05% 0.0%
NTRS A 0.04% 0.08% 0.04%
NUE C 0.02% 0.09% 0.02%
NVDA B 0.03% 7.98% 0.03%
NXPI D 0.02% 0.17% 0.02%
O C 0.01% 0.02% 0.01%
OKE A 0.0% 0.09% 0.0%
OMC C 0.02% 0.3% 0.02%
ORCL A 0.06% 1.18% 0.06%
ORLY B 0.02% 0.48% 0.02%
OTIS C 0.07% 0.05% 0.05%
PCAR B 0.0% 0.14% 0.0%
PEG A 0.02% 0.08% 0.02%
PEP F 0.02% 0.9% 0.02%
PFG D 0.02% 0.03% 0.02%
PG C 0.02% 1.53% 0.02%
PH A 0.04% 0.19% 0.04%
PHM D 0.03% 0.03% 0.03%
PKG A 0.02% 0.04% 0.02%
PM B 0.02% 0.58% 0.02%
PNC B 0.02% 0.33% 0.02%
PPG F 0.01% 0.07% 0.01%
PRU A 0.01% 0.04% 0.01%
PSA C 0.01% 0.15% 0.01%
PVH C 0.03% 0.02% 0.02%
QCOM F 0.02% 0.52% 0.02%
RF A 0.05% 0.08% 0.05%
RL C 0.03% 0.02% 0.02%
ROK C 0.02% 0.03% 0.02%
ROP B 0.01% 0.46% 0.01%
ROST D 0.02% 0.31% 0.02%
RSG A 0.01% 0.38% 0.01%
RTX D 0.02% 0.44% 0.02%
SCHW B 0.01% 0.19% 0.01%
SHW B 0.02% 0.21% 0.02%
SLB C 0.02% 0.15% 0.02%
SO C 0.0% 0.75% 0.0%
SPG A 0.02% 0.08% 0.02%
SPGI C 0.04% 0.62% 0.04%
SRE A 0.02% 0.03% 0.02%
STT B 0.01% 0.1% 0.01%
STZ D 0.02% 0.17% 0.02%
SYF B 0.05% 0.01% 0.01%
SYK B 0.02% 0.31% 0.02%
SYY D 0.02% 0.03% 0.02%
T A 0.01% 0.18% 0.01%
TFC A 0.02% 0.2% 0.02%
TJX A 0.02% 0.88% 0.02%
TMO F 0.03% 0.52% 0.03%
TMUS B 0.06% 1.05% 0.06%
TPR B 0.03% 0.03% 0.03%
TT A 0.03% 0.18% 0.03%
TXN C 0.0% 0.56% 0.0%
UAL A 0.02% 0.06% 0.02%
UNP C 0.0% 0.38% 0.0%
UPS C 0.02% 0.21% 0.02%
USB A 0.03% 0.26% 0.03%
VMC B 0.03% 0.03% 0.03%
VRSK A 0.05% 0.32% 0.05%
VRSN C 0.03% 0.35% 0.03%
VTR B 0.01% 0.03% 0.01%
WAB B 0.02% 0.07% 0.02%
WBA F 0.06% 0.02% 0.02%
WEC A 0.02% 0.05% 0.02%
WELL A 0.0% 0.12% 0.0%
WFC A 0.02% 0.7% 0.02%
WM B 0.02% 0.44% 0.02%
WMB A 0.03% 0.09% 0.03%
XEL A 0.02% 0.07% 0.02%
XOM B 0.03% 1.46% 0.03%
ZBH C 0.01% 0.03% 0.01%
ZTS D 0.02% 0.16% 0.02%
SCHJ Overweight 197 Positions Relative to ACVF
Symbol Grade Weight
BABA D 0.09%
V A 0.09%
TAP C 0.08%
BLK B 0.07%
STLA F 0.07%
NI A 0.06%
KO D 0.05%
SJM D 0.05%
EMN C 0.05%
SF B 0.05%
HRL D 0.05%
ATO A 0.05%
TGT F 0.05%
BERY C 0.05%
GS A 0.05%
UHS D 0.04%
DXC B 0.04%
CMA B 0.04%
BHP F 0.04%
PPL A 0.04%
MLM C 0.04%
WLK D 0.04%
VFC C 0.04%
RPRX D 0.04%
JEF A 0.04%
GSK F 0.04%
DIS B 0.04%
SBUX A 0.04%
AXP A 0.04%
AMZN C 0.04%
AAPL C 0.04%
DELL B 0.04%
FAF A 0.03%
HP C 0.03%
THG A 0.03%
SWKS F 0.03%
KMPR A 0.03%
MAIN A 0.03%
TEL B 0.03%
GP F 0.03%
ORI A 0.03%
TME D 0.03%
BC C 0.03%
LII A 0.03%
SNX D 0.03%
AN C 0.03%
LDOS C 0.03%
MHK D 0.03%
WB D 0.03%
BAX F 0.03%
FRT B 0.03%
OPI F 0.03%
JD D 0.03%
AWH F 0.03%
JHG B 0.03%
VNT C 0.03%
BKU A 0.03%
CNO B 0.03%
SWK D 0.03%
DGX A 0.03%
FANG C 0.03%
EVRG A 0.03%
AVT C 0.03%
ALLY C 0.03%
VLO C 0.03%
EPD A 0.03%
PFE F 0.03%
GOOGL C 0.03%
PYPL B 0.03%
ARCC A 0.03%
BIDU F 0.03%
IBM C 0.03%
WMT A 0.03%
HSBC A 0.03%
BAC A 0.03%
TSLX C 0.02%
TCPC C 0.02%
FNB A 0.02%
VLY B 0.02%
SNV C 0.02%
WAL B 0.02%
ALLE C 0.02%
AIZ A 0.02%
DOV A 0.02%
LEG F 0.02%
RGA A 0.02%
SBRA C 0.02%
OCSL F 0.02%
EQH C 0.02%
GXO B 0.02%
HTGC D 0.02%
NEU D 0.02%
BCSF C 0.02%
PSEC D 0.02%
AGO B 0.02%
RNR C 0.02%
TRMB B 0.02%
KRC B 0.02%
TKR D 0.02%
OC A 0.02%
JNPR D 0.02%
RS B 0.02%
PNW A 0.02%
G B 0.02%
HRB D 0.02%
RPM A 0.02%
GBDC D 0.02%
FHN A 0.02%
CF A 0.02%
STLD B 0.02%
DAL B 0.02%
LNC C 0.02%
LNT A 0.02%
HOG D 0.02%
UNM A 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%
WPC C 0.02%
MRVL B 0.02%
BG D 0.02%
NTAP C 0.02%
HII F 0.02%
H B 0.02%
CNA C 0.02%
NNN C 0.02%
R B 0.02%
DVN F 0.02%
SITC D 0.02%
NDAQ A 0.02%
AGR A 0.02%
K A 0.02%
ETR B 0.02%
CNH C 0.02%
GLPI C 0.02%
CRM B 0.02%
CM A 0.02%
TSN B 0.02%
AL B 0.02%
VOD F 0.02%
KDP F 0.02%
BXP C 0.02%
AER A 0.02%
BNS A 0.02%
DB D 0.02%
PCG A 0.02%
VZ C 0.02%
JNJ C 0.02%
RY A 0.02%
MUFG B 0.02%
NWG A 0.02%
JPM A 0.02%
VNO C 0.01%
BRO B 0.01%
PDM D 0.01%
ARW D 0.01%
CSL C 0.01%
OGE A 0.01%
OHI C 0.01%
CP F 0.01%
NKE F 0.01%
WEST C 0.01%
MTB A 0.01%
CPB D 0.01%
AMG B 0.01%
OGS A 0.01%
PAA B 0.01%
NFG A 0.01%
CAG F 0.01%
LOW C 0.01%
PSX C 0.01%
UNH B 0.01%
BMO A 0.01%
TD D 0.01%
AZN F 0.01%
GM C 0.01%
CMCSA B 0.01%
FCNCA A 0.0%
CTRA B 0.0%
CMS C 0.0%
SCCO F 0.0%
KIM A 0.0%
WHR B 0.0%
FLEX B 0.0%
CUBE C 0.0%
ESS B 0.0%
BDN C 0.0%
BRX A 0.0%
WU F 0.0%
TXT D 0.0%
DOC C 0.0%
FSK A 0.0%
MPLX A 0.0%
SCHJ Underweight 124 Positions Relative to ACVF
Symbol Grade Weight
BRK.A B -2.76%
TSLA B -1.92%
NOW A -0.95%
ACN B -0.88%
FI A -0.79%
ANET C -0.7%
ISRG A -0.62%
AMD F -0.55%
CPRT B -0.54%
UBER F -0.51%
SNPS B -0.5%
SPOT B -0.48%
PANW B -0.48%
CDNS B -0.46%
GRMN B -0.46%
BX A -0.42%
CTAS B -0.4%
FICO B -0.38%
ABNB C -0.37%
ELV F -0.34%
PLD F -0.33%
DASH B -0.32%
VRTX D -0.31%
CTSH B -0.25%
REGN F -0.22%
KKR A -0.22%
GEV B -0.21%
ZBRA B -0.21%
TTWO A -0.21%
WDAY B -0.21%
FFIV B -0.21%
IPG D -0.19%
MNST C -0.19%
TSCO D -0.19%
IT C -0.19%
ANSS B -0.18%
HLT A -0.18%
FCX F -0.18%
CBOE C -0.18%
RBA A -0.17%
ECL D -0.16%
MANH D -0.16%
CRWD B -0.16%
LAD A -0.14%
CBRE B -0.14%
BLDR D -0.14%
NWS A -0.13%
PAYX B -0.13%
COR B -0.13%
SKX D -0.12%
TDG D -0.12%
F C -0.12%
FOX A -0.12%
NWSA A -0.12%
FAST B -0.11%
PINS F -0.1%
LYV A -0.1%
RCL A -0.1%
RJF A -0.09%
OXY D -0.09%
RKT F -0.09%
GLW B -0.08%
BKR A -0.08%
CEG C -0.08%
ODFL C -0.08%
EW C -0.08%
MGM D -0.08%
WTW B -0.08%
GEHC D -0.07%
AME A -0.07%
VLTO C -0.07%
HIG B -0.07%
TROW B -0.07%
IR B -0.07%
IQV F -0.07%
GPC D -0.06%
BALL F -0.06%
MSCI C -0.06%
BBY D -0.06%
CNC D -0.06%
ETSY D -0.06%
DRI B -0.06%
UAA C -0.06%
UA C -0.06%
AAL B -0.06%
TRV B -0.05%
CDW F -0.05%
DXCM C -0.05%
TYL B -0.05%
AJG A -0.05%
CINF A -0.05%
KHC F -0.05%
YUM D -0.04%
IDXX F -0.04%
DPZ C -0.04%
J D -0.04%
VEEV C -0.04%
RMD C -0.04%
EXPD C -0.04%
STX C -0.04%
WY F -0.04%
PWR A -0.03%
CHRW B -0.03%
POOL C -0.03%
ULTA F -0.03%
SBAC D -0.02%
PAYC B -0.02%
LKQ F -0.02%
HOLX D -0.02%
INCY C -0.02%
XYL D -0.02%
SW A -0.02%
WYNN C -0.02%
MKTX D -0.02%
BBWI C -0.02%
FMC D -0.01%
AAP D -0.01%
SLVM B -0.01%
PHIN A -0.01%
SOLV D -0.01%
EXR C -0.01%
MTD F -0.0%
EMBC C -0.0%
FTRE D -0.0%
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