SCHJ vs. CWI ETF Comparison

Comparison of HCM Defender 500 Index ETF (SCHJ) to SPDR MSCI ACWI ex-US ETF (CWI)
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
CWI

SPDR MSCI ACWI ex-US ETF

CWI Description The investment seeks investment results that, before fees and expenses, correspond generally to the total return performance of an index. The fund employs a sampling strategy in seeking to track the performance of the MSCI All Country World Index ex USA. It invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in ADRs or GDRs based on securities comprising the index. The index is a float-adjusted market capitalization index that is designed to measure the combined equity market performance of developed and emerging market countries excluding the United States. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$28.81

Average Daily Volume

158,951

Number of Holdings *

89

* may have additional holdings in another (foreign) market
Performance
Period SCHJ CWI
30 Days -0.36% -2.14%
60 Days -0.92% -3.35%
90 Days 0.10% -3.13%
12 Months 6.61% 14.07%
10 Overlapping Holdings
Symbol Grade Weight in SCHJ Weight in CWI Overlap
ABBV D 0.03% 0.45% 0.03%
AER B 0.02% 0.03% 0.02%
BABA D 0.09% 0.6% 0.09%
BABA D 0.09% 0.09% 0.09%
BIDU F 0.03% 0.1% 0.03%
MUFG B 0.02% 0.51% 0.02%
SCCO F 0.0% 0.0% 0.0%
STLA F 0.07% 0.1% 0.07%
TD F 0.01% 0.44% 0.01%
TME D 0.03% 0.03% 0.03%
SCHJ Overweight 427 Positions Relative to CWI
Symbol Grade Weight
HPQ B 0.1%
CARR D 0.1%
MDT D 0.1%
BIIB F 0.1%
COP C 0.09%
DD D 0.09%
V A 0.09%
TAP C 0.08%
OTIS C 0.07%
KLAC D 0.07%
CME A 0.07%
BLK C 0.07%
GILD C 0.07%
NI A 0.06%
WBA F 0.06%
TMUS B 0.06%
ORCL B 0.06%
CHTR C 0.06%
ETN A 0.05%
KO D 0.05%
RF A 0.05%
MCHP D 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%
VRSK A 0.05%
TGT F 0.05%
BDX F 0.05%
BERY B 0.05%
SYF B 0.05%
DLTR F 0.05%
MRK F 0.05%
GS A 0.05%
MSFT F 0.05%
ITW B 0.04%
SPGI C 0.04%
UHS D 0.04%
DXC B 0.04%
AMAT F 0.04%
NTRS A 0.04%
CMA A 0.04%
BHP F 0.04%
PPL B 0.04%
FDX B 0.04%
MLM B 0.04%
WLK D 0.04%
JBHT C 0.04%
DOW F 0.04%
VFC C 0.04%
PH A 0.04%
MA C 0.04%
HON B 0.04%
MOS F 0.04%
RPRX D 0.04%
FOXA B 0.04%
JEF A 0.04%
GSK F 0.04%
NOC D 0.04%
LUV C 0.04%
DIS B 0.04%
SBUX A 0.04%
AXP A 0.04%
HCA F 0.04%
AIG B 0.04%
AMZN C 0.04%
AAPL C 0.04%
DELL C 0.04%
AMCR D 0.03%
TPR B 0.03%
FAF A 0.03%
KEYS A 0.03%
VMC B 0.03%
HP B 0.03%
THG A 0.03%
DLR B 0.03%
EA A 0.03%
BWA D 0.03%
PHM D 0.03%
IFF D 0.03%
SWKS F 0.03%
EMR A 0.03%
EQR B 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%
GWW B 0.03%
FTNT C 0.03%
BC C 0.03%
LII A 0.03%
JBL B 0.03%
ED D 0.03%
SNX C 0.03%
AN C 0.03%
LDOS 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%
FTV C 0.03%
JD D 0.03%
MSI B 0.03%
AWH F 0.03%
JCI C 0.03%
IP B 0.03%
PVH C 0.03%
JHG A 0.03%
VNT B 0.03%
BKU A 0.03%
VRSN F 0.03%
CNO A 0.03%
KEY B 0.03%
ALL A 0.03%
SWK D 0.03%
DG F 0.03%
LHX C 0.03%
MKC D 0.03%
DGX A 0.03%
FANG D 0.03%
EBAY D 0.03%
EVRG A 0.03%
AVT C 0.03%
ALLY C 0.03%
MDLZ F 0.03%
HAL C 0.03%
TT A 0.03%
MPC D 0.03%
TMO F 0.03%
VLO C 0.03%
WMB A 0.03%
LVS C 0.03%
MU D 0.03%
EPD A 0.03%
EXC C 0.03%
NVDA C 0.03%
FIS C 0.03%
PFE D 0.03%
GOOGL C 0.03%
PYPL B 0.03%
ARCC A 0.03%
USB A 0.03%
CSCO B 0.03%
HPE B 0.03%
GE D 0.03%
IBM C 0.03%
WMT A 0.03%
XOM B 0.03%
C A 0.03%
HSBC B 0.03%
MS A 0.03%
BAC A 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%
ALLE D 0.02%
ADI D 0.02%
AIZ A 0.02%
APD A 0.02%
DOV A 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%
CTVA C 0.02%
PSEC D 0.02%
AGO B 0.02%
RNR C 0.02%
HES B 0.02%
TRMB B 0.02%
ADM D 0.02%
KRC C 0.02%
TKR D 0.02%
OC A 0.02%
ADSK A 0.02%
JNPR F 0.02%
RS B 0.02%
PNW B 0.02%
ILMN D 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%
STLD B 0.02%
DAL C 0.02%
LLY F 0.02%
LNC B 0.02%
LNT A 0.02%
HOG D 0.02%
UNM A 0.02%
PKG A 0.02%
HUBB B 0.02%
LAZ B 0.02%
BR A 0.02%
GSBD F 0.02%
TDY B 0.02%
BKH A 0.02%
VOYA B 0.02%
SLG B 0.02%
PFG D 0.02%
NUE C 0.02%
WPC D 0.02%
WM A 0.02%
MRVL B 0.02%
ROK B 0.02%
INTU C 0.02%
BG F 0.02%
NTAP C 0.02%
L A 0.02%
KR B 0.02%
SHW A 0.02%
AON A 0.02%
KMB D 0.02%
A D 0.02%
HII D 0.02%
MCO B 0.02%
LYB F 0.02%
H B 0.02%
ARE D 0.02%
DHI D 0.02%
CNP B 0.02%
CNA B 0.02%
NNN D 0.02%
UAL A 0.02%
EQIX A 0.02%
WEC A 0.02%
AWK D 0.02%
R B 0.02%
DVN F 0.02%
TJX A 0.02%
CAH B 0.02%
HBAN A 0.02%
SRE A 0.02%
XEL A 0.02%
MMM D 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 A 0.02%
D C 0.02%
ABT B 0.02%
AMP A 0.02%
LH C 0.02%
SYK C 0.02%
ROST C 0.02%
AGR B 0.02%
PM B 0.02%
K A 0.02%
ETR B 0.02%
CNH C 0.02%
MET A 0.02%
NXPI D 0.02%
SPG B 0.02%
HST C 0.02%
GLPI C 0.02%
STZ D 0.02%
CRM B 0.02%
MO A 0.02%
GPN B 0.02%
CAT B 0.02%
CM A 0.02%
TSN B 0.02%
QCOM F 0.02%
DUK C 0.02%
ICE C 0.02%
AL B 0.02%
SYY B 0.02%
UPS C 0.02%
MMC B 0.02%
SLB C 0.02%
GD F 0.02%
RTX C 0.02%
VOD F 0.02%
PG A 0.02%
AVGO D 0.02%
KDP D 0.02%
PNC B 0.02%
MAR B 0.02%
EOG A 0.02%
BXP D 0.02%
BNS A 0.02%
DB D 0.02%
OMC C 0.02%
PEP F 0.02%
ZTS D 0.02%
CB C 0.02%
PCG A 0.02%
TFC A 0.02%
LMT D 0.02%
DFS B 0.02%
VZ C 0.02%
BMY B 0.02%
JNJ D 0.02%
RY A 0.02%
CI F 0.02%
CVX A 0.02%
NWG C 0.02%
INTC D 0.02%
WFC A 0.02%
JPM 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%
O D 0.01%
CSX B 0.01%
OHI C 0.01%
EFX F 0.01%
RSG A 0.01%
ROP B 0.01%
AEP D 0.01%
AFL B 0.01%
CP D 0.01%
DHR F 0.01%
NKE D 0.01%
WEST C 0.01%
MTB A 0.01%
ES D 0.01%
PSA D 0.01%
AVB B 0.01%
CPB D 0.01%
PPG F 0.01%
HSY F 0.01%
AMG B 0.01%
OGS A 0.01%
LRCX F 0.01%
PAA B 0.01%
APTV D 0.01%
HUM C 0.01%
MCK B 0.01%
ADBE C 0.01%
KMI A 0.01%
VTR C 0.01%
NFG A 0.01%
SCHW B 0.01%
PRU A 0.01%
CAG D 0.01%
GIS D 0.01%
DTE C 0.01%
LOW D 0.01%
STT A 0.01%
CCI D 0.01%
FITB A 0.01%
HD A 0.01%
BK A 0.01%
PSX C 0.01%
UNH C 0.01%
AMGN D 0.01%
BMO A 0.01%
AMT D 0.01%
COF B 0.01%
AZN D 0.01%
MCD D 0.01%
GM B 0.01%
ZBH C 0.01%
CVS D 0.01%
T A 0.01%
CMCSA B 0.01%
BA F 0.01%
FCNCA A 0.0%
CTRA B 0.0%
COST B 0.0%
CMS C 0.0%
AEE A 0.0%
CMI A 0.0%
PCAR B 0.0%
KIM A 0.0%
WHR B 0.0%
FLEX A 0.0%
CUBE D 0.0%
APH A 0.0%
AZO C 0.0%
ESS B 0.0%
BDN C 0.0%
BRX A 0.0%
NSC B 0.0%
WU D 0.0%
IVZ B 0.0%
TXT D 0.0%
TXN C 0.0%
CL D 0.0%
UNP C 0.0%
LIN D 0.0%
OKE A 0.0%
WELL A 0.0%
BSX B 0.0%
EIX B 0.0%
AES F 0.0%
DOC D 0.0%
FSK A 0.0%
MPLX A 0.0%
DE A 0.0%
SO D 0.0%
NEE D 0.0%
SCHJ Underweight 79 Positions Relative to CWI
Symbol Grade Weight
TSM B -3.02%
NVS D -0.81%
TM D -0.68%
HSBH B -0.66%
UL D -0.54%
SHOP B -0.52%
SONY B -0.47%
INFY B -0.33%
CNI D -0.32%
PDD F -0.28%
SMFG B -0.27%
DEO F -0.27%
IBN C -0.27%
HDB C -0.25%
BCS C -0.21%
HMC F -0.16%
LYG F -0.16%
MFG B -0.15%
ITUB F -0.15%
E F -0.15%
SE B -0.14%
TCOM B -0.13%
VALE F -0.13%
CHT D -0.11%
KB B -0.11%
UMC F -0.1%
SHG D -0.09%
BAP B -0.08%
RDY F -0.08%
YUMC C -0.07%
BBD D -0.07%
TEVA D -0.07%
NMR B -0.07%
ABEV F -0.06%
PKX F -0.06%
CHKP D -0.06%
XRX F -0.05%
CIB B -0.05%
LI F -0.05%
BEKE D -0.05%
WIT A -0.04%
CIG C -0.04%
AGCO D -0.04%
RBA A -0.04%
WIX B -0.04%
ENIC D -0.04%
BGNE D -0.04%
MT B -0.04%
CYBR B -0.04%
GGB C -0.03%
HTHT D -0.03%
NIO F -0.03%
CSAN F -0.03%
LOGI D -0.03%
SQM F -0.03%
VIPS F -0.03%
GRAB B -0.03%
MNDY C -0.03%
OTEX D -0.03%
XPEV C -0.02%
LEGN F -0.02%
QFIN B -0.02%
XPEV C -0.02%
BRFS D -0.02%
FUTU D -0.02%
TAL F -0.02%
PHI D -0.02%
KEP B -0.02%
BILI D -0.02%
IQ F -0.01%
VALE F -0.01%
ATHM D -0.01%
GLBE B -0.01%
SBSW D -0.01%
MBAVU D -0.01%
BVN F -0.01%
BZ F -0.01%
SID F -0.01%
QGEN D -0.0%
Compare ETFs