SCHJ vs. DGRO ETF Comparison

Comparison of HCM Defender 500 Index ETF (SCHJ) to iShares Core Dividend Growth ETF (DGRO)

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

$49.22

Average Daily Volume

49,934

Number of Holdings ^*

436

* may have additional holdings in another (foreign) market

DGRO

iShares Core Dividend Growth ETF

DGRO Description

The investment seeks to track the investment results of the Morningstar® U.S. Dividend Growth IndexSM. The index is a dividend dollars weighted index that seeks to measure the performance of U.S. companies selected based on a consistent history of growing dividends. The index is a subset of the Morningstar® U.S. Market IndexSM, which is a diversified broad market index that represents approximately 97% of the market capitalization of publicly-traded U.S. stocks. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index.

Grade (RS Rating)

Last Trade

$62.58

Average Daily Volume

1,200,539

Number of Holdings ^*

410

* may have additional holdings in another (foreign) market

Performance

Period	SCHJ	DGRO
30 Days	0.78%	1.41%
60 Days	1.40%	5.80%
90 Days	3.10%	8.47%
12 Months	9.57%	30.61%

207 Overlapping Holdings

Symbol	Grade	Weight in SCHJ	Weight in DGRO	Overlap
A	B	0.02%	0.07%	0.02%
AAPL	C	0.04%	2.85%	0.04%
ABBV	B	0.03%	2.52%	0.03%
ABT	C	0.02%	0.85%	0.02%
ADI	C	0.02%	0.43%	0.02%
ADM	F	0.02%	0.22%	0.02%
ADP	A	0.05%	0.52%	0.05%
AEE	A	0.0%	0.17%	0.0%
AEP	C	0.01%	0.43%	0.01%
AES	C	0.0%	0.13%	0.0%
AFL	A	0.01%	0.24%	0.01%
AGO	B	0.02%	0.02%	0.02%
AIZ	B	0.02%	0.04%	0.02%
AL	D	0.02%	0.02%	0.02%
ALB	D	0.01%	0.05%	0.01%
ALL	C	0.03%	0.23%	0.03%
ALLE	A	0.02%	0.04%	0.02%
AMAT	B	0.04%	0.34%	0.04%
AMGN	D	0.01%	1.08%	0.01%
AMP	A	0.02%	0.15%	0.02%
AON	B	0.02%	0.14%	0.02%
APD	C	0.02%	0.39%	0.02%
APH	D	0.0%	0.13%	0.0%
ATO	A	0.05%	0.11%	0.05%
AVGO	C	0.02%	2.41%	0.02%
AVT	C	0.03%	0.03%	0.03%
AWK	C	0.02%	0.13%	0.02%
AXP	B	0.04%	0.39%	0.04%
BAC	D	0.03%	1.5%	0.03%
BAX	D	0.03%	0.13%	0.03%
BC	D	0.03%	0.03%	0.03%
BDX	C	0.05%	0.26%	0.05%
BK	C	0.01%	0.34%	0.01%
BLK	A	0.07%	0.75%	0.07%
BMY	B	0.02%	1.18%	0.02%
BR	B	0.02%	0.09%	0.02%
BRO	A	0.01%	0.03%	0.01%
C	C	0.03%	1.06%	0.03%
CAH	B	0.02%	0.11%	0.02%
CAT	A	0.02%	0.74%	0.02%
CB	B	0.02%	0.32%	0.02%
CE	C	0.03%	0.08%	0.03%
CHD	D	0.01%	0.07%	0.01%
CL	D	0.0%	0.37%	0.0%
CMA	C	0.04%	0.09%	0.04%
CMCSA	C	0.01%	1.19%	0.01%
CME	A	0.07%	0.38%	0.07%
CMI	A	0.0%	0.25%	0.0%
CMS	A	0.0%	0.14%	0.0%
CNO	C	0.03%	0.02%	0.02%
COP	D	0.09%	0.85%	0.09%
COST	C	0.0%	0.47%	0.0%
CSCO	A	0.03%	1.6%	0.03%
CSL	A	0.01%	0.05%	0.01%
CSX	D	0.01%	0.22%	0.01%
CTVA	A	0.02%	0.11%	0.02%
CVX	B	0.02%	2.68%	0.02%
DFS	C	0.02%	0.17%	0.02%
DG	F	0.03%	0.13%	0.03%
DGX	C	0.03%	0.08%	0.03%
DHI	C	0.02%	0.08%	0.02%
DHR	D	0.01%	0.16%	0.01%
DOV	B	0.02%	0.07%	0.02%
DTE	A	0.01%	0.2%	0.01%
DUK	B	0.02%	0.74%	0.02%
EBAY	A	0.03%	0.13%	0.03%
ED	A	0.03%	0.26%	0.03%
EIX	B	0.0%	0.28%	0.0%
EMN	C	0.05%	0.1%	0.05%
EMR	B	0.03%	0.3%	0.03%
EOG	B	0.02%	0.5%	0.02%
EQH	C	0.02%	0.06%	0.02%
ES	D	0.01%	0.23%	0.01%
ETN	C	0.05%	0.38%	0.05%
ETR	A	0.02%	0.24%	0.02%
FAF	C	0.03%	0.05%	0.03%
FIS	B	0.03%	0.19%	0.03%
G	A	0.02%	0.02%	0.02%
GD	C	0.02%	0.32%	0.02%
GILD	A	0.07%	0.91%	0.07%
GS	D	0.05%	0.94%	0.05%
GWW	B	0.03%	0.09%	0.03%
HCA	C	0.04%	0.12%	0.04%
HD	A	0.01%	2.21%	0.01%
HII	F	0.02%	0.05%	0.02%
HON	C	0.04%	0.66%	0.04%
HPQ	B	0.1%	0.27%	0.1%
HRB	C	0.02%	0.04%	0.02%
HRL	F	0.05%	0.08%	0.05%
HSY	F	0.01%	0.18%	0.01%
HUBB	B	0.02%	0.07%	0.02%
HUM	F	0.01%	0.1%	0.01%
IBM	A	0.03%	1.48%	0.03%
ICE	A	0.02%	0.23%	0.02%
INTU	F	0.02%	0.22%	0.02%
ITW	B	0.04%	0.41%	0.04%
JBHT	D	0.04%	0.03%	0.03%
JEF	A	0.04%	0.06%	0.04%
JNJ	D	0.02%	2.69%	0.02%
JPM	D	0.02%	2.81%	0.02%
K	A	0.02%	0.14%	0.02%
KLAC	B	0.07%	0.19%	0.07%
KMB	D	0.02%	0.38%	0.02%
KO	C	0.05%	1.76%	0.05%
KR	C	0.02%	0.22%	0.02%
LHX	A	0.03%	0.21%	0.03%
LII	C	0.03%	0.03%	0.03%
LIN	B	0.0%	0.63%	0.0%
LLY	D	0.02%	0.96%	0.02%
LMT	A	0.02%	0.63%	0.02%
LNT	A	0.02%	0.12%	0.02%
LOW	A	0.01%	0.65%	0.01%
LRCX	D	0.01%	0.26%	0.01%
MA	A	0.04%	0.5%	0.04%
MCD	A	0.01%	1.16%	0.01%
MCHP	F	0.05%	0.23%	0.05%
MCK	F	0.01%	0.08%	0.01%
MCO	D	0.02%	0.12%	0.02%
MDLZ	D	0.03%	0.52%	0.03%
MDT	C	0.1%	0.82%	0.1%
MET	B	0.02%	0.33%	0.02%
MKC	C	0.03%	0.1%	0.03%
MLM	F	0.04%	0.04%	0.04%
MMC	D	0.02%	0.36%	0.02%
MOS	F	0.04%	0.07%	0.04%
MRK	F	0.05%	1.78%	0.05%
MS	B	0.03%	1.14%	0.03%
MSFT	D	0.05%	2.94%	0.05%
MSI	A	0.03%	0.15%	0.03%
MTB	C	0.01%	0.22%	0.01%
NDAQ	B	0.02%	0.09%	0.02%
NEE	A	0.0%	0.98%	0.0%
NFG	A	0.01%	0.04%	0.01%
NI	A	0.06%	0.11%	0.06%
NKE	D	0.01%	0.46%	0.01%
NOC	B	0.04%	0.28%	0.04%
NSC	D	0.0%	0.27%	0.0%
NTAP	D	0.02%	0.1%	0.02%
NTRS	C	0.04%	0.14%	0.04%
NUE	C	0.02%	0.13%	0.02%
NXPI	F	0.02%	0.25%	0.02%
OC	C	0.02%	0.05%	0.02%
OGS	C	0.01%	0.03%	0.01%
OMC	C	0.02%	0.13%	0.02%
ORCL	C	0.06%	0.63%	0.06%
ORI	B	0.03%	0.06%	0.03%
OTIS	A	0.07%	0.16%	0.07%
PCAR	C	0.0%	0.15%	0.0%
PEG	A	0.02%	0.29%	0.02%
PEP	F	0.02%	1.66%	0.02%
PFG	C	0.02%	0.17%	0.02%
PG	D	0.02%	2.18%	0.02%
PH	B	0.04%	0.21%	0.04%
PHM	A	0.03%	0.04%	0.03%
PNC	C	0.02%	0.6%	0.02%
PNW	B	0.02%	0.09%	0.02%
PPG	D	0.01%	0.16%	0.01%
PSX	D	0.01%	0.46%	0.01%
QCOM	C	0.02%	0.89%	0.02%
R	C	0.02%	0.04%	0.02%
RGA	C	0.02%	0.06%	0.02%
RNR	A	0.02%	0.02%	0.02%
ROK	C	0.02%	0.14%	0.02%
ROP	C	0.01%	0.07%	0.01%
ROST	D	0.02%	0.11%	0.02%
RPM	B	0.02%	0.06%	0.02%
RS	D	0.02%	0.06%	0.02%
RSG	C	0.01%	0.1%	0.01%
RTX	A	0.02%	0.78%	0.02%
SBUX	C	0.04%	0.59%	0.04%
SF	A	0.05%	0.04%	0.04%
SHW	C	0.02%	0.16%	0.02%
SJM	D	0.05%	0.11%	0.05%
SNX	D	0.03%	0.02%	0.02%
SO	A	0.0%	0.73%	0.0%
SPGI	B	0.04%	0.26%	0.04%
SRE	B	0.02%	0.37%	0.02%
STLD	B	0.02%	0.07%	0.02%
STT	C	0.01%	0.2%	0.01%
STZ	D	0.02%	0.16%	0.02%
SWK	C	0.03%	0.13%	0.03%
SWKS	F	0.03%	0.1%	0.03%
SYF	B	0.05%	0.1%	0.05%
SYK	C	0.02%	0.26%	0.02%
SYY	D	0.02%	0.24%	0.02%
TEL	D	0.03%	0.19%	0.03%
TGT	D	0.05%	0.5%	0.05%
THG	C	0.03%	0.03%	0.03%
TKR	D	0.02%	0.02%	0.02%
TMO	D	0.03%	0.14%	0.03%
TT	A	0.03%	0.19%	0.03%
UNH	B	0.01%	1.75%	0.01%
UNM	A	0.02%	0.07%	0.02%
UNP	D	0.0%	0.74%	0.0%
UPS	D	0.02%	1.14%	0.02%
V	C	0.09%	0.77%	0.09%
VMC	D	0.03%	0.06%	0.03%
VOYA	A	0.02%	0.04%	0.02%
VRSK	C	0.05%	0.05%	0.05%
WAL	C	0.02%	0.04%	0.02%
WEC	A	0.02%	0.24%	0.02%
WLK	C	0.04%	0.02%	0.02%
WM	B	0.02%	0.25%	0.02%
WMT	A	0.03%	0.84%	0.03%
XEL	B	0.02%	0.28%	0.02%
XOM	A	0.03%	2.98%	0.03%
ZTS	C	0.02%	0.19%	0.02%

SCHJ Overweight 229 Positions Relative to DGRO

Symbol	Grade	Weight
CARR	B	0.1%
BIIB	F	0.1%
BABA	B	0.09%
DD	C	0.09%
TAP	D	0.08%
STLA	F	0.07%
WBA	F	0.06%
TMUS	A	0.06%
CHTR	D	0.06%
RF	C	0.05%
BERY	C	0.05%
DLTR	F	0.05%
UHS	D	0.04%
DXC	B	0.04%
BHP	B	0.04%
PPL	B	0.04%
FDX	F	0.04%
DOW	B	0.04%
VFC	B	0.04%
RPRX	D	0.04%
FOXA	A	0.04%
GSK	F	0.04%
LUV	B	0.04%
DIS	D	0.04%
AIG	F	0.04%
AMZN	C	0.04%
DELL	C	0.04%
AMCR	C	0.03%
TPR	C	0.03%
KEYS	C	0.03%
HP	D	0.03%
DLR	C	0.03%
EA	D	0.03%
BWA	C	0.03%
IFF	C	0.03%
EQR	C	0.03%
KMPR	D	0.03%
HAS	B	0.03%
CLX	C	0.03%
MAIN	A	0.03%
RL	B	0.03%
GP	D	0.03%
TME	B	0.03%
FTNT	B	0.03%
JBL	C	0.03%
AN	D	0.03%
LDOS	A	0.03%
MHK	B	0.03%
WB	B	0.03%
FRT	D	0.03%
OPI	F	0.03%
FTV	C	0.03%
JD	B	0.03%
AWH	F	0.03%
JCI	C	0.03%
IP	C	0.03%
PVH	F	0.03%
JHG	B	0.03%
VNT	F	0.03%
BKU	D	0.03%
VRSN	B	0.03%
KEY	C	0.03%
FANG	C	0.03%
EVRG	C	0.03%
ALLY	F	0.03%
HAL	D	0.03%
MPC	C	0.03%
VLO	D	0.03%
WMB	A	0.03%
LVS	B	0.03%
MU	D	0.03%
EPD	A	0.03%
EXC	A	0.03%
NVDA	B	0.03%
PFE	D	0.03%
GOOGL	B	0.03%
PYPL	C	0.03%
ARCC	A	0.03%
BIDU	B	0.03%
USB	D	0.03%
HPE	B	0.03%
GE	C	0.03%
HSBC	A	0.03%
TSLX	C	0.02%
TCPC	F	0.02%
FNB	D	0.02%
VLY	C	0.02%
SNV	D	0.02%
LEG	D	0.02%
KSS	D	0.02%
SBRA	C	0.02%
OCSL	D	0.02%
GXO	D	0.02%
HTGC	B	0.02%
NEU	F	0.02%
BCSF	B	0.02%
PSEC	C	0.02%
HES	C	0.02%
TRMB	B	0.02%
KRC	C	0.02%
ADSK	C	0.02%
JNPR	B	0.02%
ILMN	B	0.02%
EL	D	0.02%
GBDC	B	0.02%
FHN	D	0.02%
CF	A	0.02%
DAL	C	0.02%
LNC	D	0.02%
HOG	D	0.02%
PKG	B	0.02%
LAZ	C	0.02%
GSBD	D	0.02%
TDY	A	0.02%
BKH	C	0.02%
SLG	C	0.02%
WPC	C	0.02%
MRVL	B	0.02%
BG	F	0.02%
L	D	0.02%
LYB	F	0.02%
H	C	0.02%
ARE	D	0.02%
CNP	B	0.02%
CNA	D	0.02%
NNN	A	0.02%
UAL	B	0.02%
EQIX	C	0.02%
DVN	F	0.02%
TJX	D	0.02%
HBAN	D	0.02%
MMM	C	0.02%
WAB	B	0.02%
SITC	D	0.02%
ORLY	A	0.02%
CFG	D	0.02%
LEN	B	0.02%
EXPE	B	0.02%
BKNG	C	0.02%
D	A	0.02%
LH	D	0.02%
AGR	B	0.02%
PM	D	0.02%
CNH	D	0.02%
SPG	A	0.02%
HST	D	0.02%
GLPI	A	0.02%
CRM	B	0.02%
MO	D	0.02%
GPN	F	0.02%
CM	C	0.02%
TSN	D	0.02%
SLB	D	0.02%
VOD	D	0.02%
KDP	C	0.02%
MAR	B	0.02%
BXP	C	0.02%
AER	D	0.02%
BNS	C	0.02%
DB	C	0.02%
PCG	C	0.02%
TFC	D	0.02%
VZ	B	0.02%
RY	C	0.02%
CI	D	0.02%
MUFG	F	0.02%
NWG	D	0.02%
INTC	D	0.02%
WFC	F	0.02%
NEM	C	0.01%
BEN	F	0.01%
VNO	A	0.01%
FE	C	0.01%
PDM	C	0.01%
ARW	C	0.01%
OGE	A	0.01%
MAA	D	0.01%
O	A	0.01%
OHI	C	0.01%
EFX	C	0.01%
CP	D	0.01%
WRK	C	0.01%
PSA	C	0.01%
AVB	C	0.01%
CPB	D	0.01%
AMG	B	0.01%
PAA	C	0.01%
APTV	D	0.01%
ADBE	F	0.01%
KMI	A	0.01%
VTR	C	0.01%
SCHW	D	0.01%
PRU	C	0.01%
CAG	D	0.01%
GIS	C	0.01%
CCI	C	0.01%
FITB	C	0.01%
BMO	B	0.01%
TD	B	0.01%
AMT	C	0.01%
COF	C	0.01%
AZN	D	0.01%
GM	D	0.01%
ZBH	F	0.01%
CVS	C	0.01%
T	A	0.01%
BA	F	0.01%
FCNCA	D	0.0%
CTRA	D	0.0%
SCCO	B	0.0%
KIM	C	0.0%
WHR	C	0.0%
FLEX	C	0.0%
CUBE	C	0.0%
AZO	D	0.0%
ESS	D	0.0%
BDN	A	0.0%
BRX	C	0.0%
WU	D	0.0%
IVZ	B	0.0%
TXT	F	0.0%
TXN	C	0.0%
OKE	A	0.0%
WELL	C	0.0%
BSX	A	0.0%
DOC	C	0.0%
FSK	A	0.0%
MPLX	A	0.0%
DE	B	0.0%

SCHJ Underweight 203 Positions Relative to DGRO

Symbol	Grade	Weight
ACN	B	-0.74%
ELV	F	-0.34%
TRV	C	-0.22%
FAST	C	-0.21%
GLW	C	-0.21%
ARES	A	-0.18%
YUM	B	-0.18%
FERG	F	-0.16%
ECL	B	-0.14%
HIG	B	-0.13%
GPC	D	-0.13%
IPG	D	-0.12%
CINF	B	-0.12%
FNF	B	-0.12%
MSCI	B	-0.12%
CTAS	C	-0.12%
TSCO	B	-0.11%
AJG	D	-0.11%
VST	B	-0.1%
GRMN	D	-0.1%
WTW	C	-0.09%
WSO	C	-0.09%
SNA	A	-0.09%
COR	F	-0.08%
CDW	D	-0.08%
RJF	B	-0.08%
XYL	C	-0.08%
EG	B	-0.08%
AVY	D	-0.07%
RMD	C	-0.07%
CHRW	C	-0.07%
FMC	C	-0.07%
OVV	D	-0.07%
WSM	B	-0.07%
EWBC	D	-0.07%
WTRG	D	-0.07%
MPWR	B	-0.06%
RHI	D	-0.06%
CFR	D	-0.06%
ZION	D	-0.06%
DKS	D	-0.06%
AME	D	-0.06%
MAS	A	-0.06%
BAH	A	-0.06%
POOL	B	-0.05%
FLO	D	-0.05%
SON	D	-0.05%
STE	D	-0.05%
POR	D	-0.05%
INGR	B	-0.05%
PB	D	-0.05%
SSNC	C	-0.05%
ODFL	F	-0.05%
AFG	B	-0.05%
EXPD	D	-0.05%
NXST	F	-0.05%
DPZ	D	-0.05%
LW	D	-0.05%
IEX	D	-0.05%
PNM	B	-0.04%
PII	D	-0.04%
MAN	D	-0.04%
HOMB	D	-0.04%
TTC	D	-0.04%
GBCI	C	-0.04%
J	F	-0.04%
MSM	D	-0.04%
FDS	C	-0.04%
PNR	B	-0.04%
JKHY	A	-0.04%
IDA	D	-0.04%
NDSN	C	-0.04%
SSB	C	-0.04%
SCI	D	-0.04%
NJR	C	-0.04%
TXRH	C	-0.04%
SR	D	-0.04%
LECO	F	-0.04%
AOS	B	-0.04%
BPOP	D	-0.04%
OZK	D	-0.04%
GGG	C	-0.04%
RGLD	C	-0.03%
MKTX	B	-0.03%
CRI	D	-0.03%
LCII	C	-0.03%
GNTX	D	-0.03%
ITT	C	-0.03%
WTFC	C	-0.03%
OSK	F	-0.03%
HLI	B	-0.03%
KTB	C	-0.03%
ATR	A	-0.03%
EVR	C	-0.03%
ESNT	C	-0.03%
PRI	A	-0.03%
CBSH	D	-0.03%
FBIN	B	-0.03%
DCI	C	-0.03%
ERIE	B	-0.03%
NVT	D	-0.03%
MTG	B	-0.03%
PRGO	F	-0.03%
XRAY	D	-0.03%
AXS	A	-0.03%
SLGN	C	-0.02%
SHOO	C	-0.02%
CADE	D	-0.02%
HI	F	-0.02%
LAD	C	-0.02%
CWT	D	-0.02%
SFBS	D	-0.02%
AWR	B	-0.02%
AIT	B	-0.02%
MGEE	B	-0.02%
OLED	C	-0.02%
LPX	C	-0.02%
UMBF	C	-0.02%
CASY	D	-0.02%
LFUS	D	-0.02%
LANC	F	-0.02%
DLB	C	-0.02%
GATX	F	-0.02%
MSA	F	-0.02%
ASH	F	-0.02%
OTTR	F	-0.02%
AGCO	D	-0.02%
NYT	C	-0.02%
HLNE	A	-0.02%
NSP	F	-0.02%
SIGI	D	-0.02%
GL	C	-0.02%
WRB	C	-0.02%
PAG	D	-0.02%
CATY	D	-0.02%
UFPI	C	-0.02%
WD	C	-0.02%
MDU	C	-0.02%
UCB	D	-0.02%
TPL	A	-0.02%
AVNT	C	-0.02%
FBP	D	-0.02%
RRX	C	-0.02%
BWXT	A	-0.02%
SEIC	B	-0.02%
THO	C	-0.02%
FFIN	D	-0.02%
CBT	C	-0.02%
GOLF	F	-0.01%
KWR	F	-0.01%
BCPC	D	-0.01%
IR	B	-0.01%
AAON	B	-0.01%
AIN	F	-0.01%
CHDN	D	-0.01%
CHE	C	-0.01%
WING	C	-0.01%
GPI	C	-0.01%
BANF	D	-0.01%
BCC	C	-0.01%
CW	A	-0.01%
WHD	B	-0.01%
FELE	C	-0.01%
IOSP	F	-0.01%
BMI	A	-0.01%
COLM	D	-0.01%
BRC	C	-0.01%
MORN	C	-0.01%
MGRC	D	-0.01%
FUL	F	-0.01%
TEX	F	-0.01%
CGNX	F	-0.01%
WTS	C	-0.01%
RUSHA	D	-0.01%
POWI	F	-0.01%
RLI	A	-0.01%
JJSF	C	-0.01%
FIX	B	-0.01%
SSD	B	-0.01%
WMS	D	-0.01%
BOKF	D	-0.01%
WDFC	D	-0.01%
AWI	A	-0.01%
LSTR	F	-0.01%
MATX	C	-0.01%
IPAR	F	-0.01%
SIRI	C	-0.01%
ABM	D	-0.01%
WST	D	-0.01%
FCFS	F	-0.01%
TTEK	A	-0.01%
EXPO	A	-0.01%
PWR	B	-0.01%
DDS	D	-0.0%
RUSHB	D	-0.0%
ENSG	D	-0.0%
HEI	C	-0.0%
KNSL	C	-0.0%
WOR	F	-0.0%
NNI	C	-0.0%
CSWI	C	-0.0%
KAI	C	-0.0%
HEI	C	-0.0%