SCHJ vs. CDEI ETF Comparison

Comparison of HCM Defender 500 Index ETF (SCHJ) to Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI)
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
CDEI

Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF

CDEI Description Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of large companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$72.40

Average Daily Volume

644

Number of Holdings *

370

* may have additional holdings in another (foreign) market
Performance
Period SCHJ CDEI
30 Days -0.36% 1.83%
60 Days -0.92% 4.03%
90 Days 0.10% 4.65%
12 Months 6.61% 24.85%
187 Overlapping Holdings
Symbol Grade Weight in SCHJ Weight in CDEI Overlap
A D 0.02% 0.11% 0.02%
AAPL C 0.04% 10.52% 0.04%
ABBV D 0.03% 0.91% 0.03%
ABT B 0.02% 0.6% 0.02%
ADBE C 0.01% 0.71% 0.01%
ADI D 0.02% 0.32% 0.02%
ADP B 0.05% 0.37% 0.05%
ADSK A 0.02% 0.2% 0.02%
AES F 0.0% 0.03% 0.0%
AGR B 0.02% 0.01% 0.01%
AIG B 0.04% 0.15% 0.04%
ALL A 0.03% 0.16% 0.03%
ALLE D 0.02% 0.04% 0.02%
AMCR D 0.03% 0.04% 0.03%
AMGN D 0.01% 0.48% 0.01%
AMP A 0.02% 0.17% 0.02%
AMT D 0.01% 0.28% 0.01%
AON A 0.02% 0.24% 0.02%
APH A 0.0% 0.26% 0.0%
APTV D 0.01% 0.04% 0.01%
AVGO D 0.02% 2.36% 0.02%
AWK D 0.02% 0.08% 0.02%
AXP A 0.04% 0.5% 0.04%
BAC A 0.03% 0.94% 0.03%
BAX D 0.03% 0.05% 0.03%
BC C 0.03% 0.02% 0.02%
BDX F 0.05% 0.2% 0.05%
BIIB F 0.1% 0.07% 0.07%
BK A 0.01% 0.17% 0.01%
BKNG A 0.02% 0.51% 0.02%
BMY B 0.02% 0.36% 0.02%
BR A 0.02% 0.08% 0.02%
BRX A 0.0% 0.03% 0.0%
BSX B 0.0% 0.39% 0.0%
BWA D 0.03% 0.02% 0.02%
C A 0.03% 0.39% 0.03%
CAG D 0.01% 0.04% 0.01%
CARR D 0.1% 0.19% 0.1%
CCI D 0.01% 0.14% 0.01%
CFG B 0.02% 0.06% 0.02%
CI F 0.02% 0.27% 0.02%
CL D 0.0% 0.23% 0.0%
CLX B 0.03% 0.06% 0.03%
CMA A 0.04% 0.03% 0.03%
CMCSA B 0.01% 0.51% 0.01%
CME A 0.07% 0.24% 0.07%
CMI A 0.0% 0.15% 0.0%
CMS C 0.0% 0.06% 0.0%
COF B 0.01% 0.21% 0.01%
CRM B 0.02% 0.94% 0.02%
CSCO B 0.03% 0.7% 0.03%
CUBE D 0.0% 0.03% 0.0%
CVS D 0.01% 0.21% 0.01%
DAL C 0.02% 0.13% 0.02%
DE A 0.0% 0.3% 0.0%
DELL C 0.04% 0.12% 0.04%
DFS B 0.02% 0.13% 0.02%
DG F 0.03% 0.05% 0.03%
DHR F 0.01% 0.48% 0.01%
DIS B 0.04% 0.6% 0.04%
DLR B 0.03% 0.18% 0.03%
DLTR F 0.05% 0.04% 0.04%
DOC D 0.0% 0.04% 0.0%
DTE C 0.01% 0.07% 0.01%
EA A 0.03% 0.12% 0.03%
EBAY D 0.03% 0.09% 0.03%
EFX F 0.01% 0.1% 0.01%
EL F 0.02% 0.05% 0.02%
EMR A 0.03% 0.22% 0.03%
EQH B 0.02% 0.05% 0.02%
EQIX A 0.02% 0.26% 0.02%
ES D 0.01% 0.07% 0.01%
ETN A 0.05% 0.44% 0.05%
EXC C 0.03% 0.12% 0.03%
FAF A 0.03% 0.02% 0.02%
FDX B 0.04% 0.2% 0.04%
FIS C 0.03% 0.15% 0.03%
FITB A 0.01% 0.1% 0.01%
FTV C 0.03% 0.08% 0.03%
G B 0.02% 0.02% 0.02%
GILD C 0.07% 0.35% 0.07%
GIS D 0.01% 0.11% 0.01%
GOOGL C 0.03% 5.91% 0.03%
H B 0.02% 0.02% 0.02%
HBAN A 0.02% 0.08% 0.02%
HD A 0.01% 1.22% 0.01%
HPE B 0.03% 0.08% 0.03%
HPQ B 0.1% 0.11% 0.1%
HST C 0.02% 0.04% 0.02%
HSY F 0.01% 0.08% 0.01%
IBM C 0.03% 0.58% 0.03%
ICE C 0.02% 0.27% 0.02%
IFF D 0.03% 0.06% 0.03%
INTC D 0.02% 0.32% 0.02%
INTU C 0.02% 0.58% 0.02%
JCI C 0.03% 0.17% 0.03%
JEF A 0.04% 0.04% 0.04%
JHG A 0.03% 0.02% 0.02%
JNPR F 0.02% 0.04% 0.02%
JPM A 0.02% 2.08% 0.02%
K A 0.02% 0.06% 0.02%
KDP D 0.02% 0.11% 0.02%
KEY B 0.03% 0.05% 0.03%
KIM A 0.0% 0.05% 0.0%
KMB D 0.02% 0.13% 0.02%
KO D 0.05% 0.74% 0.05%
KR B 0.02% 0.13% 0.02%
LLY F 0.02% 2.03% 0.02%
LNC B 0.02% 0.02% 0.02%
LNT A 0.02% 0.05% 0.02%
LOW D 0.01% 0.47% 0.01%
LRCX F 0.01% 0.29% 0.01%
MA C 0.04% 1.3% 0.04%
MAR B 0.02% 0.2% 0.02%
MCO B 0.02% 0.23% 0.02%
MDLZ F 0.03% 0.26% 0.03%
MDT D 0.1% 0.33% 0.1%
MET A 0.02% 0.15% 0.02%
MMC B 0.02% 0.33% 0.02%
MOS F 0.04% 0.03% 0.03%
MRK F 0.05% 0.76% 0.05%
MSFT F 0.05% 9.49% 0.05%
MSI B 0.03% 0.25% 0.03%
MU D 0.03% 0.33% 0.03%
NDAQ A 0.02% 0.1% 0.02%
NEE D 0.0% 0.47% 0.0%
NNN D 0.02% 0.02% 0.02%
NTAP C 0.02% 0.07% 0.02%
NTRS A 0.04% 0.06% 0.04%
NVDA C 0.03% 10.49% 0.03%
O D 0.01% 0.15% 0.01%
OC A 0.02% 0.05% 0.02%
OHI C 0.01% 0.03% 0.01%
OMC C 0.02% 0.06% 0.02%
ORI A 0.03% 0.03% 0.03%
OTIS C 0.07% 0.12% 0.07%
PEG A 0.02% 0.13% 0.02%
PEP F 0.02% 0.69% 0.02%
PFE D 0.03% 0.45% 0.03%
PFG D 0.02% 0.06% 0.02%
PH A 0.04% 0.27% 0.04%
PRU A 0.01% 0.14% 0.01%
PVH C 0.03% 0.02% 0.02%
PYPL B 0.03% 0.27% 0.03%
QCOM F 0.02% 0.55% 0.02%
RF A 0.05% 0.07% 0.05%
RGA A 0.02% 0.05% 0.02%
RNR C 0.02% 0.04% 0.02%
ROK B 0.02% 0.1% 0.02%
RPRX D 0.04% 0.03% 0.03%
RSG A 0.01% 0.13% 0.01%
SBUX A 0.04% 0.33% 0.04%
SCHW B 0.01% 0.36% 0.01%
SJM D 0.05% 0.03% 0.03%
SNV B 0.02% 0.02% 0.02%
SNX C 0.03% 0.03% 0.03%
SPG B 0.02% 0.17% 0.02%
SPGI C 0.04% 0.48% 0.04%
SRE A 0.02% 0.17% 0.02%
SWK D 0.03% 0.04% 0.03%
SYF B 0.05% 0.08% 0.05%
SYK C 0.02% 0.42% 0.02%
SYY B 0.02% 0.11% 0.02%
T A 0.01% 0.48% 0.01%
TFC A 0.02% 0.19% 0.02%
TGT F 0.05% 0.21% 0.05%
TJX A 0.02% 0.41% 0.02%
TMO F 0.03% 0.62% 0.03%
TMUS B 0.06% 0.35% 0.06%
TRMB B 0.02% 0.05% 0.02%
TT A 0.03% 0.28% 0.03%
UNH C 0.01% 1.66% 0.01%
UNM A 0.02% 0.04% 0.02%
UNP C 0.0% 0.43% 0.0%
USB A 0.03% 0.24% 0.03%
V A 0.09% 1.56% 0.09%
VFC C 0.04% 0.02% 0.02%
VRSN F 0.03% 0.05% 0.03%
VTR C 0.01% 0.08% 0.01%
VZ C 0.02% 0.52% 0.02%
WAB B 0.02% 0.1% 0.02%
WELL A 0.0% 0.25% 0.0%
WHR B 0.0% 0.02% 0.0%
WM A 0.02% 0.27% 0.02%
WMT A 0.03% 1.11% 0.03%
XEL A 0.02% 0.12% 0.02%
ZTS D 0.02% 0.24% 0.02%
SCHJ Overweight 249 Positions Relative to CDEI
Symbol Grade Weight
COP C 0.09%
BABA D 0.09%
DD D 0.09%
TAP C 0.08%
KLAC D 0.07%
BLK C 0.07%
STLA F 0.07%
NI A 0.06%
WBA F 0.06%
ORCL B 0.06%
CHTR C 0.06%
MCHP D 0.05%
EMN D 0.05%
SF B 0.05%
HRL D 0.05%
ATO A 0.05%
VRSK A 0.05%
BERY B 0.05%
GS A 0.05%
ITW B 0.04%
UHS D 0.04%
DXC B 0.04%
AMAT F 0.04%
BHP F 0.04%
PPL B 0.04%
MLM B 0.04%
WLK D 0.04%
JBHT C 0.04%
DOW F 0.04%
HON B 0.04%
FOXA B 0.04%
GSK F 0.04%
NOC D 0.04%
LUV C 0.04%
HCA F 0.04%
AMZN C 0.04%
TPR B 0.03%
KEYS A 0.03%
VMC B 0.03%
HP B 0.03%
THG A 0.03%
PHM D 0.03%
SWKS F 0.03%
EQR B 0.03%
KMPR B 0.03%
HAS D 0.03%
MAIN A 0.03%
TEL B 0.03%
RL B 0.03%
GP F 0.03%
TME D 0.03%
GWW B 0.03%
FTNT C 0.03%
LII A 0.03%
JBL B 0.03%
ED D 0.03%
AN C 0.03%
LDOS C 0.03%
MHK D 0.03%
WB D 0.03%
CE F 0.03%
FRT B 0.03%
OPI F 0.03%
JD D 0.03%
AWH F 0.03%
IP B 0.03%
VNT B 0.03%
BKU A 0.03%
CNO A 0.03%
LHX C 0.03%
MKC D 0.03%
DGX A 0.03%
FANG D 0.03%
EVRG A 0.03%
AVT C 0.03%
ALLY C 0.03%
HAL C 0.03%
MPC D 0.03%
VLO C 0.03%
WMB A 0.03%
LVS C 0.03%
EPD A 0.03%
ARCC A 0.03%
BIDU F 0.03%
GE D 0.03%
XOM B 0.03%
HSBC B 0.03%
MS A 0.03%
TSLX C 0.02%
TCPC C 0.02%
FNB A 0.02%
VLY B 0.02%
WAL B 0.02%
AIZ A 0.02%
APD A 0.02%
DOV A 0.02%
LEG F 0.02%
KSS F 0.02%
SBRA C 0.02%
OCSL F 0.02%
GXO B 0.02%
HTGC D 0.02%
NEU C 0.02%
BCSF C 0.02%
CTVA C 0.02%
PSEC D 0.02%
AGO B 0.02%
HES B 0.02%
ADM D 0.02%
KRC C 0.02%
TKR D 0.02%
RS B 0.02%
PNW B 0.02%
ILMN D 0.02%
HRB D 0.02%
RPM A 0.02%
GBDC C 0.02%
FHN A 0.02%
CF B 0.02%
STLD B 0.02%
HOG D 0.02%
PKG 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%
NUE C 0.02%
WPC D 0.02%
MRVL B 0.02%
BG F 0.02%
L A 0.02%
SHW A 0.02%
HII D 0.02%
LYB F 0.02%
ARE D 0.02%
DHI D 0.02%
CNP B 0.02%
CNA B 0.02%
UAL A 0.02%
WEC A 0.02%
R B 0.02%
DVN F 0.02%
CAH B 0.02%
MMM D 0.02%
SITC D 0.02%
ORLY B 0.02%
LEN D 0.02%
EXPE B 0.02%
D C 0.02%
LH C 0.02%
ROST C 0.02%
PM B 0.02%
ETR B 0.02%
CNH C 0.02%
NXPI D 0.02%
GLPI C 0.02%
STZ D 0.02%
MO A 0.02%
GPN B 0.02%
CAT B 0.02%
CM A 0.02%
TSN B 0.02%
DUK C 0.02%
AL B 0.02%
UPS C 0.02%
SLB C 0.02%
GD F 0.02%
RTX C 0.02%
VOD F 0.02%
PG A 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%
CB C 0.02%
PCG A 0.02%
LMT D 0.02%
JNJ D 0.02%
RY A 0.02%
MUFG B 0.02%
CVX A 0.02%
NWG C 0.02%
WFC A 0.02%
CHD B 0.01%
NEM D 0.01%
BEN C 0.01%
VNO B 0.01%
FE C 0.01%
BRO B 0.01%
ALB C 0.01%
PDM D 0.01%
ARW D 0.01%
CSL C 0.01%
OGE B 0.01%
MAA B 0.01%
CSX B 0.01%
ROP B 0.01%
AEP D 0.01%
AFL B 0.01%
CP D 0.01%
NKE D 0.01%
WEST C 0.01%
MTB A 0.01%
PSA D 0.01%
AVB B 0.01%
CPB D 0.01%
PPG F 0.01%
AMG B 0.01%
OGS A 0.01%
PAA B 0.01%
HUM C 0.01%
MCK B 0.01%
KMI A 0.01%
NFG A 0.01%
STT A 0.01%
PSX C 0.01%
BMO A 0.01%
TD F 0.01%
AZN D 0.01%
MCD D 0.01%
GM B 0.01%
ZBH C 0.01%
BA F 0.01%
FCNCA A 0.0%
CTRA B 0.0%
COST B 0.0%
AEE A 0.0%
SCCO F 0.0%
PCAR B 0.0%
FLEX A 0.0%
AZO C 0.0%
ESS B 0.0%
BDN C 0.0%
NSC B 0.0%
WU D 0.0%
IVZ B 0.0%
TXT D 0.0%
TXN C 0.0%
LIN D 0.0%
OKE A 0.0%
EIX B 0.0%
FSK A 0.0%
MPLX A 0.0%
SO D 0.0%
SCHJ Underweight 183 Positions Relative to CDEI
Symbol Grade Weight
NFLX A -1.08%
ACN C -0.69%
AMD F -0.68%
NOW A -0.65%
VRTX F -0.38%
PANW C -0.38%
FI A -0.37%
ANET C -0.3%
ELV F -0.29%
REGN F -0.25%
CRWD B -0.24%
ECL D -0.19%
TRV B -0.18%
HLT A -0.18%
FICO B -0.17%
TTD B -0.17%
CPRT A -0.15%
FAST B -0.14%
PWR A -0.14%
IR B -0.13%
BKR B -0.13%
YUM B -0.12%
EW C -0.12%
TEAM A -0.12%
IT C -0.12%
HUBS A -0.11%
ACGL D -0.11%
IQV D -0.11%
ALNY D -0.1%
VEEV C -0.1%
HIG B -0.1%
IDXX F -0.1%
ON D -0.09%
XYL D -0.09%
TSCO D -0.09%
RJF A -0.09%
ANSS B -0.09%
CSGP D -0.09%
CNC D -0.09%
TYL B -0.08%
DECK A -0.08%
STE F -0.07%
WY D -0.07%
EME C -0.07%
WAT B -0.07%
LPLA A -0.07%
WST C -0.07%
PODD C -0.06%
BBY D -0.06%
NRG B -0.06%
BAH F -0.06%
FSLR F -0.06%
ZBRA B -0.06%
STX D -0.06%
CBOE B -0.06%
WDC D -0.06%
Z A -0.05%
ALGN D -0.05%
USFD A -0.05%
NTNX A -0.05%
DOCU A -0.05%
GEN B -0.05%
TWLO A -0.05%
BURL A -0.05%
EXPD D -0.05%
XPO B -0.05%
TER D -0.05%
MAS D -0.05%
PINS D -0.05%
IEX B -0.05%
HOLX D -0.05%
WSO A -0.05%
DAY B -0.04%
SCI B -0.04%
NVT B -0.04%
ITT A -0.04%
JLL D -0.04%
JKHY D -0.04%
ELS C -0.04%
CLH B -0.04%
PFGC B -0.04%
AKAM D -0.04%
TXRH C -0.04%
POOL C -0.04%
MRNA F -0.04%
EPAM C -0.04%
AVTR F -0.04%
DT C -0.04%
EWBC A -0.04%
SOFI A -0.04%
ACM A -0.04%
CASY A -0.04%
TW A -0.04%
HSIC B -0.03%
CFR B -0.03%
TTC D -0.03%
MEDP D -0.03%
GPK C -0.03%
BILL A -0.03%
WTFC A -0.03%
ZION B -0.03%
PEN B -0.03%
AAON B -0.03%
PCTY B -0.03%
MORN B -0.03%
REXR F -0.03%
TPX B -0.03%
FBIN D -0.03%
GL B -0.03%
PRI A -0.03%
CIEN B -0.03%
MKTX D -0.03%
AFG A -0.03%
AIT A -0.03%
CCK C -0.03%
TTEK F -0.03%
IPG D -0.03%
DKS C -0.03%
BLD D -0.03%
PAYC B -0.03%
LECO B -0.03%
RDN C -0.02%
INSP D -0.02%
GATX A -0.02%
ITRI B -0.02%
APPF B -0.02%
CRUS D -0.02%
LEA D -0.02%
THO B -0.02%
BCPC B -0.02%
ETSY D -0.02%
CROX D -0.02%
SUM B -0.02%
BPMC C -0.02%
COOP B -0.02%
IDA A -0.02%
LYFT C -0.02%
MTG C -0.02%
SAIC F -0.02%
MTH D -0.02%
MAT D -0.02%
AWI A -0.02%
DBX B -0.02%
MTN C -0.02%
BMI B -0.02%
RHP B -0.02%
AZEK A -0.02%
ALK C -0.02%
HALO F -0.02%
BBWI D -0.02%
FMC D -0.02%
CADE B -0.02%
ATI D -0.02%
ELAN D -0.02%
ONB B -0.02%
FCN D -0.02%
PARA C -0.02%
EXLS B -0.02%
MIDD C -0.02%
GTLS B -0.02%
BIO D -0.02%
CVLT B -0.02%
RHI B -0.02%
TREX C -0.02%
MKSI C -0.02%
SKX D -0.02%
HQY B -0.02%
COLM B -0.01%
CWEN C -0.01%
TNET D -0.01%
ASH D -0.01%
OGN D -0.01%
CHH A -0.01%
FELE B -0.01%
FLO D -0.01%
M D -0.01%
SLGN A -0.01%
CELH F -0.01%
SWX B -0.01%
POR C -0.01%
MMS F -0.01%
TENB C -0.01%
SON D -0.01%
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