SCHJ vs. FBCG ETF Comparison

Comparison of HCM Defender 500 Index ETF (SCHJ) to Fidelity Blue Chip Growth ETF (FBCG)

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

$49.56

Average Daily Volume

51,058

Number of Holdings ^*

436

* may have additional holdings in another (foreign) market

FBCG

Fidelity Blue Chip Growth ETF

FBCG Description

The investment seeks long-term growth of capital. Normally the fund invests at least 80% of assets in blue chip companies (companies that, in Fidelity Management & Research Company LLC's (FMR) view, are well-known, well-established and well-capitalized), which generally have large or medium market capitalizations. It invests in companies that manager believes have above-average growth potential (stocks of these companies are often called "growth" stocks). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$41.37

Average Daily Volume

527,675

Number of Holdings ^*

194

* may have additional holdings in another (foreign) market

Performance

Period	SCHJ	FBCG
30 Days	1.32%	-1.87%
60 Days	2.76%	-0.41%
90 Days	3.29%	-2.38%
12 Months	9.09%	38.49%

71 Overlapping Holdings

Symbol	Grade	Weight in SCHJ	Weight in FBCG	Overlap
AAPL	D	0.04%	10.86%	0.04%
ADBE	D	0.01%	0.13%	0.01%
AMAT	D	0.04%	0.06%	0.04%
AMZN	C	0.04%	8.96%	0.04%
AVGO	C	0.02%	0.56%	0.02%
AXP	B	0.04%	0.39%	0.04%
BA	F	0.01%	0.54%	0.01%
BSX	B	0.0%	0.76%	0.0%
C	D	0.03%	0.19%	0.03%
COST	C	0.0%	0.04%	0.0%
DELL	D	0.04%	0.21%	0.04%
DHI	B	0.02%	0.1%	0.02%
DHR	B	0.01%	0.33%	0.01%
EL	F	0.02%	0.07%	0.02%
EOG	D	0.02%	0.24%	0.02%
ETN	C	0.05%	0.15%	0.05%
FANG	D	0.03%	0.34%	0.03%
FDX	C	0.04%	0.12%	0.04%
GE	B	0.03%	0.24%	0.03%
GM	B	0.01%	0.05%	0.01%
GOOGL	D	0.03%	6.8%	0.03%
GS	D	0.05%	0.23%	0.05%
HD	B	0.01%	0.06%	0.01%
HSY	C	0.01%	0.03%	0.01%
INTU	D	0.02%	0.29%	0.02%
IP	B	0.03%	0.03%	0.03%
JEF	B	0.04%	0.05%	0.04%
KEY	B	0.03%	0.04%	0.03%
LHX	D	0.03%	0.0%	0.0%
LIN	B	0.0%	0.05%	0.0%
LLY	C	0.02%	2.86%	0.02%
LOW	B	0.01%	1.01%	0.01%
LRCX	F	0.01%	0.13%	0.01%
MA	B	0.04%	1.1%	0.04%
MAR	C	0.02%	0.13%	0.02%
MCD	C	0.01%	0.14%	0.01%
MCK	F	0.01%	0.03%	0.01%
MCO	A	0.02%	0.07%	0.02%
MLM	D	0.04%	0.06%	0.04%
MRK	D	0.05%	0.22%	0.05%
MRVL	C	0.02%	1.17%	0.02%
MS	D	0.03%	0.13%	0.03%
MSFT	C	0.05%	9.06%	0.05%
MU	F	0.03%	0.3%	0.03%
NKE	D	0.01%	0.39%	0.01%
NVDA	D	0.03%	13.65%	0.03%
NXPI	D	0.02%	1.29%	0.02%
ORCL	B	0.06%	0.18%	0.06%
PG	C	0.02%	0.29%	0.02%
PHM	B	0.03%	0.06%	0.03%
PM	C	0.02%	0.1%	0.02%
PVH	F	0.03%	0.21%	0.03%
QCOM	D	0.02%	0.2%	0.02%
RL	B	0.03%	0.03%	0.03%
SBUX	C	0.04%	0.35%	0.04%
SHW	B	0.02%	0.06%	0.02%
SYK	C	0.02%	0.18%	0.02%
TGT	C	0.05%	0.11%	0.05%
TJX	C	0.02%	0.57%	0.02%
TMO	C	0.03%	0.07%	0.03%
TMUS	C	0.06%	0.08%	0.06%
TPR	C	0.03%	0.03%	0.03%
TT	B	0.03%	0.03%	0.03%
UNH	C	0.01%	1.26%	0.01%
USB	B	0.03%	0.03%	0.03%
V	B	0.09%	0.24%	0.09%
VMC	D	0.03%	0.06%	0.03%
WELL	B	0.0%	0.22%	0.0%
WMT	B	0.03%	0.37%	0.03%
XOM	D	0.03%	0.21%	0.03%
ZTS	B	0.02%	0.48%	0.02%

SCHJ Overweight 365 Positions Relative to FBCG

Symbol	Grade	Weight
HPQ	D	0.1%
CARR	B	0.1%
MDT	C	0.1%
BIIB	F	0.1%
COP	D	0.09%
BABA	C	0.09%
DD	B	0.09%
TAP	C	0.08%
OTIS	D	0.07%
KLAC	D	0.07%
CME	C	0.07%
BLK	A	0.07%
STLA	F	0.07%
GILD	B	0.07%
NI	B	0.06%
WBA	F	0.06%
CHTR	D	0.06%
KO	B	0.05%
RF	B	0.05%
MCHP	D	0.05%
SJM	C	0.05%
EMN	B	0.05%
ADP	B	0.05%
SF	A	0.05%
HRL	C	0.05%
ATO	B	0.05%
VRSK	D	0.05%
BDX	F	0.05%
BERY	B	0.05%
SYF	C	0.05%
DLTR	F	0.05%
ITW	B	0.04%
SPGI	B	0.04%
UHS	B	0.04%
DXC	C	0.04%
NTRS	B	0.04%
CMA	B	0.04%
BHP	D	0.04%
PPL	C	0.04%
WLK	D	0.04%
JBHT	D	0.04%
DOW	D	0.04%
VFC	C	0.04%
PH	B	0.04%
HON	D	0.04%
MOS	F	0.04%
RPRX	C	0.04%
FOXA	B	0.04%
GSK	C	0.04%
NOC	B	0.04%
LUV	C	0.04%
DIS	D	0.04%
HCA	B	0.04%
AIG	D	0.04%
AMCR	C	0.03%
FAF	B	0.03%
KEYS	C	0.03%
HP	D	0.03%
THG	A	0.03%
DLR	B	0.03%
EA	D	0.03%
BWA	D	0.03%
IFF	B	0.03%
SWKS	F	0.03%
EMR	D	0.03%
EQR	B	0.03%
KMPR	D	0.03%
HAS	B	0.03%
CLX	C	0.03%
MAIN	C	0.03%
TEL	D	0.03%
GP	D	0.03%
ORI	A	0.03%
TME	F	0.03%
GWW	B	0.03%
FTNT	C	0.03%
BC	C	0.03%
LII	B	0.03%
JBL	D	0.03%
ED	C	0.03%
SNX	D	0.03%
AN	D	0.03%
LDOS	C	0.03%
MHK	B	0.03%
WB	F	0.03%
BAX	C	0.03%
CE	D	0.03%
FRT	C	0.03%
OPI	F	0.03%
FTV	C	0.03%
JD	D	0.03%
MSI	C	0.03%
AWH	F	0.03%
JCI	B	0.03%
JHG	B	0.03%
VNT	D	0.03%
BKU	C	0.03%
VRSN	D	0.03%
CNO	B	0.03%
ALL	A	0.03%
SWK	B	0.03%
DG	F	0.03%
MKC	B	0.03%
DGX	B	0.03%
EBAY	B	0.03%
EVRG	A	0.03%
AVT	D	0.03%
ALLY	F	0.03%
MDLZ	B	0.03%
HAL	F	0.03%
MPC	D	0.03%
VLO	D	0.03%
WMB	B	0.03%
LVS	D	0.03%
EPD	A	0.03%
EXC	B	0.03%
FIS	B	0.03%
PFE	C	0.03%
PYPL	B	0.03%
ARCC	C	0.03%
BIDU	F	0.03%
CSCO	B	0.03%
HPE	D	0.03%
IBM	B	0.03%
ABBV	C	0.03%
HSBC	B	0.03%
BAC	D	0.03%
TSLX	D	0.02%
TCPC	F	0.02%
FNB	D	0.02%
VLY	C	0.02%
SNV	C	0.02%
WAL	B	0.02%
ALLE	B	0.02%
ADI	D	0.02%
AIZ	B	0.02%
APD	B	0.02%
DOV	B	0.02%
LEG	D	0.02%
RGA	B	0.02%
KSS	F	0.02%
SBRA	B	0.02%
OCSL	D	0.02%
EQH	C	0.02%
GXO	D	0.02%
HTGC	C	0.02%
NEU	D	0.02%
BCSF	B	0.02%
CTVA	B	0.02%
PSEC	C	0.02%
AGO	C	0.02%
RNR	B	0.02%
HES	D	0.02%
TRMB	C	0.02%
ADM	D	0.02%
KRC	B	0.02%
TKR	D	0.02%
OC	C	0.02%
ADSK	B	0.02%
JNPR	A	0.02%
RS	D	0.02%
PNW	B	0.02%
ILMN	C	0.02%
G	C	0.02%
HRB	C	0.02%
RPM	B	0.02%
GBDC	C	0.02%
FHN	D	0.02%
CF	B	0.02%
STLD	D	0.02%
DAL	C	0.02%
LNC	D	0.02%
LNT	A	0.02%
HOG	C	0.02%
UNM	B	0.02%
PKG	B	0.02%
HUBB	B	0.02%
LAZ	A	0.02%
BR	D	0.02%
GSBD	D	0.02%
TDY	C	0.02%
BKH	B	0.02%
VOYA	A	0.02%
SLG	B	0.02%
PFG	B	0.02%
NUE	F	0.02%
WPC	B	0.02%
WM	D	0.02%
ROK	D	0.02%
BG	D	0.02%
NTAP	D	0.02%
L	B	0.02%
KR	B	0.02%
AON	B	0.02%
KMB	D	0.02%
A	C	0.02%
HII	C	0.02%
LYB	F	0.02%
H	C	0.02%
ARE	B	0.02%
CNP	C	0.02%
CNA	C	0.02%
NNN	B	0.02%
UAL	B	0.02%
EQIX	B	0.02%
WEC	B	0.02%
AWK	A	0.02%
R	B	0.02%
DVN	F	0.02%
CAH	C	0.02%
HBAN	B	0.02%
SRE	B	0.02%
XEL	A	0.02%
MMM	B	0.02%
WAB	A	0.02%
SITC	D	0.02%
ORLY	B	0.02%
CFG	D	0.02%
NDAQ	B	0.02%
LEN	B	0.02%
EXPE	C	0.02%
BKNG	B	0.02%
PEG	B	0.02%
D	C	0.02%
ABT	C	0.02%
AMP	B	0.02%
LH	B	0.02%
ROST	C	0.02%
AGR	B	0.02%
K	A	0.02%
ETR	A	0.02%
CNH	C	0.02%
MET	A	0.02%
SPG	B	0.02%
HST	D	0.02%
GLPI	B	0.02%
STZ	C	0.02%
CRM	D	0.02%
MO	C	0.02%
GPN	D	0.02%
CAT	C	0.02%
CM	B	0.02%
TSN	C	0.02%
DUK	C	0.02%
ICE	B	0.02%
AL	D	0.02%
SYY	D	0.02%
UPS	D	0.02%
MMC	C	0.02%
SLB	F	0.02%
GD	B	0.02%
RTX	C	0.02%
VOD	B	0.02%
KDP	A	0.02%
PNC	B	0.02%
BXP	B	0.02%
AER	C	0.02%
BNS	A	0.02%
DB	B	0.02%
OMC	A	0.02%
PEP	C	0.02%
CB	B	0.02%
PCG	C	0.02%
TFC	D	0.02%
LMT	C	0.02%
DFS	C	0.02%
VZ	B	0.02%
BMY	C	0.02%
JNJ	B	0.02%
RY	B	0.02%
CI	C	0.02%
MUFG	D	0.02%
CVX	D	0.02%
NWG	B	0.02%
INTC	F	0.02%
WFC	D	0.02%
JPM	D	0.02%
CHD	C	0.01%
NEM	B	0.01%
BEN	F	0.01%
VNO	B	0.01%
FE	C	0.01%
BRO	C	0.01%
ALB	F	0.01%
PDM	B	0.01%
ARW	C	0.01%
CSL	C	0.01%
OGE	B	0.01%
MAA	B	0.01%
O	B	0.01%
CSX	D	0.01%
OHI	A	0.01%
EFX	C	0.01%
RSG	D	0.01%
ROP	C	0.01%
AEP	B	0.01%
AFL	B	0.01%
CP	B	0.01%
WRK	C	0.01%
MTB	B	0.01%
ES	C	0.01%
PSA	B	0.01%
AVB	B	0.01%
CPB	B	0.01%
PPG	C	0.01%
AMG	C	0.01%
OGS	B	0.01%
PAA	D	0.01%
APTV	D	0.01%
HUM	F	0.01%
KMI	A	0.01%
VTR	C	0.01%
NFG	B	0.01%
SCHW	D	0.01%
PRU	C	0.01%
CAG	B	0.01%
GIS	B	0.01%
DTE	B	0.01%
STT	A	0.01%
CCI	B	0.01%
FITB	B	0.01%
BK	A	0.01%
PSX	D	0.01%
AMGN	B	0.01%
BMO	C	0.01%
TD	A	0.01%
AMT	C	0.01%
COF	C	0.01%
AZN	D	0.01%
ZBH	F	0.01%
CVS	D	0.01%
T	B	0.01%
CMCSA	D	0.01%
FCNCA	D	0.0%
CTRA	F	0.0%
CMS	A	0.0%
AEE	B	0.0%
SCCO	D	0.0%
CMI	C	0.0%
PCAR	D	0.0%
KIM	B	0.0%
WHR	D	0.0%
FLEX	C	0.0%
CUBE	B	0.0%
APH	D	0.0%
AZO	D	0.0%
ESS	B	0.0%
BDN	B	0.0%
BRX	B	0.0%
NSC	C	0.0%
WU	D	0.0%
IVZ	C	0.0%
TXT	D	0.0%
TXN	C	0.0%
CL	C	0.0%
UNP	B	0.0%
OKE	B	0.0%
EIX	C	0.0%
AES	C	0.0%
DOC	C	0.0%
FSK	A	0.0%
MPLX	A	0.0%
DE	B	0.0%
SO	B	0.0%
NEE	B	0.0%

SCHJ Underweight 123 Positions Relative to FBCG

Symbol	Grade	Weight
META	A	-4.95%
NFLX	B	-2.29%
SNAP	F	-1.39%
UBER	C	-1.21%
TSLA	C	-0.98%
REGN	C	-0.84%
TSM	D	-0.8%
ON	D	-0.62%
LULU	D	-0.58%
DECK	C	-0.57%
NVO	D	-0.55%
ABNB	D	-0.54%
GFS	F	-0.52%
MPWR	C	-0.48%
CVNA	B	-0.48%
ANF	D	-0.47%
CMG	C	-0.47%
LYFT	D	-0.45%
COIN	F	-0.41%
OKTA	F	-0.39%
AMD	F	-0.35%
AEO	D	-0.34%
PDD	F	-0.33%
RH	B	-0.33%
NOW	A	-0.32%
DKS	D	-0.31%
TER	D	-0.31%
CROX	C	-0.28%
SQ	D	-0.28%
HUBS	D	-0.27%
RIVN	F	-0.27%
ISRG	C	-0.27%
ASML	D	-0.25%
PGR	A	-0.22%
SGBX	F	-0.21%
HWM	B	-0.2%
DKNG	D	-0.2%
WDC	D	-0.2%
OXY	F	-0.18%
WRBY	D	-0.16%
SE	B	-0.14%
GLW	B	-0.13%
THC	B	-0.13%
OWL	C	-0.13%
CRS	B	-0.13%
SNOW	F	-0.13%
DDOG	D	-0.13%
PENN	D	-0.13%
RDDT	D	-0.12%
SN	B	-0.12%
OLLI	C	-0.12%
KKR	B	-0.11%
SHOP	C	-0.11%
CZR	C	-0.11%
FLUT	B	-0.11%
ZM	C	-0.11%
FIVE	D	-0.1%
CELH	F	-0.1%
APO	C	-0.1%
MDB	D	-0.1%
ANET	B	-0.1%
ATI	C	-0.09%
GEV	B	-0.09%
TEVA	C	-0.09%
SPOT	B	-0.08%
ALNY	B	-0.08%
MRNA	F	-0.08%
QRVO	F	-0.07%
EXP	B	-0.07%
Z	B	-0.07%
PINS	F	-0.07%
SNPS	D	-0.07%
LEGN	F	-0.06%
GAP	F	-0.06%
SAP	A	-0.06%
BLDR	C	-0.06%
ENPH	C	-0.06%
TOST	B	-0.06%
APP	B	-0.06%
SPR	D	-0.06%
BLD	D	-0.06%
DUOL	B	-0.05%
CHRW	B	-0.05%
KVUE	B	-0.05%
FCX	D	-0.05%
EME	B	-0.05%
TDG	B	-0.05%
ALGM	F	-0.05%
CIEN	C	-0.05%
WSM	C	-0.05%
ACVA	B	-0.05%
AYI	B	-0.05%
ELF	F	-0.05%
GRMN	D	-0.04%
FSLR	C	-0.04%
TKO	B	-0.04%
HDB	C	-0.04%
BRK.A	C	-0.04%
PLTR	B	-0.04%
LNG	D	-0.03%
TTD	B	-0.03%
HIMS	D	-0.03%
ONON	B	-0.03%
RCL	B	-0.03%
WSO	C	-0.03%
NTRA	B	-0.03%
MMYT	B	-0.03%
PI	B	-0.03%
TMDX	C	-0.03%
HLT	B	-0.03%
FLR	D	-0.03%
TTWO	D	-0.03%
CCL	C	-0.03%
AZEK	C	-0.03%
GKOS	D	-0.03%
NVT	D	-0.02%
MASI	D	-0.02%
FL	D	-0.02%
W	D	-0.02%
DXCM	F	-0.01%
MSGE	B	-0.01%
ASND	C	-0.01%
LW	D	-0.0%