SCHJ vs. IMCB ETF Comparison

Comparison of HCM Defender 500 Index ETF (SCHJ) to iShares Morningstar Mid-Cap ETF (IMCB)
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
IMCB

iShares Morningstar Mid-Cap ETF

IMCB Description IMCB is a passively-managed portfolio that offers exposure to a blend of growth and value stocks in the US mid-cap space. Stocks are selected based on Morningstars index methodology that uses fundamental factors. This methodology identifies growth securities as those with relatively above-average historical and forecasted earnings, sales, equity, and cash flow growth, while value securities as those with relatively low valuations based on price-to-book ratios, price-to-earnings ratios and other factors. The underlying index is reconstituted twice annually and rebalanced quarterly. Prior to March 19, 2021, the fund tracked the Morningstar US Mid Core Index under the ticker JKG.

Grade (RS Rating)

Last Trade

$81.50

Average Daily Volume

28,342

Number of Holdings *

447

* may have additional holdings in another (foreign) market
Performance
Period SCHJ IMCB
30 Days -0.36% 6.60%
60 Days -0.92% 7.43%
90 Days 0.10% 9.78%
12 Months 6.61% 32.75%
199 Overlapping Holdings
Symbol Grade Weight in SCHJ Weight in IMCB Overlap
A D 0.02% 0.34% 0.02%
ADM D 0.02% 0.22% 0.02%
ADSK A 0.02% 0.58% 0.02%
AEE A 0.0% 0.21% 0.0%
AEP D 0.01% 0.44% 0.01%
AES F 0.0% 0.09% 0.0%
AFL B 0.01% 0.49% 0.01%
AGR B 0.02% 0.02% 0.02%
AIG B 0.04% 0.43% 0.04%
ALB C 0.01% 0.11% 0.01%
ALL A 0.03% 0.45% 0.03%
ALLE D 0.02% 0.11% 0.02%
ALLY C 0.03% 0.09% 0.03%
AMCR D 0.03% 0.13% 0.03%
AMP A 0.02% 0.49% 0.02%
APTV D 0.01% 0.11% 0.01%
ARE D 0.02% 0.15% 0.02%
ATO A 0.05% 0.19% 0.05%
AVB B 0.01% 0.28% 0.01%
AWK D 0.02% 0.23% 0.02%
AZO C 0.0% 0.47% 0.0%
BAX D 0.03% 0.14% 0.03%
BEN C 0.01% 0.05% 0.01%
BG F 0.02% 0.11% 0.02%
BIIB F 0.1% 0.21% 0.1%
BK A 0.01% 0.5% 0.01%
BR A 0.02% 0.23% 0.02%
BRO B 0.01% 0.24% 0.01%
BXP D 0.02% 0.11% 0.02%
CAG D 0.01% 0.12% 0.01%
CAH B 0.02% 0.26% 0.02%
CARR D 0.1% 0.55% 0.1%
CCI D 0.01% 0.39% 0.01%
CE F 0.03% 0.07% 0.03%
CF B 0.02% 0.14% 0.02%
CFG B 0.02% 0.19% 0.02%
CHD B 0.01% 0.23% 0.01%
CHTR C 0.06% 0.34% 0.06%
CLX B 0.03% 0.18% 0.03%
CMI A 0.0% 0.44% 0.0%
CMS C 0.0% 0.18% 0.0%
CNH C 0.02% 0.09% 0.02%
CNP B 0.02% 0.17% 0.02%
COF B 0.01% 0.61% 0.01%
CPB D 0.01% 0.08% 0.01%
CSL C 0.01% 0.18% 0.01%
CTRA B 0.0% 0.17% 0.0%
CTVA C 0.02% 0.35% 0.02%
D C 0.02% 0.41% 0.02%
DAL C 0.02% 0.37% 0.02%
DD D 0.09% 0.31% 0.09%
DELL C 0.04% 0.31% 0.04%
DFS B 0.02% 0.38% 0.02%
DG F 0.03% 0.15% 0.03%
DGX A 0.03% 0.15% 0.03%
DHI D 0.02% 0.43% 0.02%
DLR B 0.03% 0.51% 0.03%
DLTR F 0.05% 0.12% 0.05%
DOC D 0.0% 0.13% 0.0%
DOV A 0.02% 0.24% 0.02%
DOW F 0.04% 0.28% 0.04%
DTE C 0.01% 0.22% 0.01%
DVN F 0.02% 0.22% 0.02%
EA A 0.03% 0.35% 0.03%
EBAY D 0.03% 0.28% 0.03%
ED D 0.03% 0.29% 0.03%
EFX F 0.01% 0.28% 0.01%
EIX B 0.0% 0.28% 0.0%
EL F 0.02% 0.13% 0.02%
EMN D 0.05% 0.11% 0.05%
EQH B 0.02% 0.12% 0.02%
EQR B 0.03% 0.22% 0.03%
ES D 0.01% 0.19% 0.01%
ESS B 0.0% 0.17% 0.0%
ETR B 0.02% 0.27% 0.02%
EVRG A 0.03% 0.13% 0.03%
EXC C 0.03% 0.33% 0.03%
EXPE B 0.02% 0.2% 0.02%
FANG D 0.03% 0.28% 0.03%
FCNCA A 0.0% 0.24% 0.0%
FE C 0.01% 0.18% 0.01%
FIS C 0.03% 0.44% 0.03%
FITB A 0.01% 0.28% 0.01%
FLEX A 0.0% 0.14% 0.0%
FOXA B 0.04% 0.1% 0.04%
FTNT C 0.03% 0.54% 0.03%
FTV C 0.03% 0.23% 0.03%
GIS D 0.01% 0.32% 0.01%
GLPI C 0.02% 0.11% 0.02%
GM B 0.01% 0.57% 0.01%
GPN B 0.02% 0.26% 0.02%
GWW B 0.03% 0.46% 0.03%
HAL C 0.03% 0.23% 0.03%
HBAN A 0.02% 0.22% 0.02%
HES B 0.02% 0.36% 0.02%
HII D 0.02% 0.07% 0.02%
HPE B 0.03% 0.24% 0.03%
HPQ B 0.1% 0.32% 0.1%
HRL D 0.05% 0.08% 0.05%
HST C 0.02% 0.11% 0.02%
HSY F 0.01% 0.23% 0.01%
HUBB B 0.02% 0.21% 0.02%
HUM C 0.01% 0.3% 0.01%
IFF D 0.03% 0.2% 0.03%
ILMN D 0.02% 0.2% 0.02%
IP B 0.03% 0.17% 0.03%
JBHT C 0.04% 0.14% 0.04%
JBL B 0.03% 0.13% 0.03%
JCI C 0.03% 0.5% 0.03%
JNPR F 0.02% 0.11% 0.02%
K A 0.02% 0.19% 0.02%
KDP D 0.02% 0.32% 0.02%
KEY B 0.03% 0.16% 0.03%
KEYS A 0.03% 0.24% 0.03%
KIM A 0.0% 0.15% 0.0%
KMB D 0.02% 0.39% 0.02%
KMI A 0.01% 0.46% 0.01%
KR B 0.02% 0.35% 0.02%
L A 0.02% 0.14% 0.02%
LDOS C 0.03% 0.2% 0.03%
LEN D 0.02% 0.01% 0.01%
LEN D 0.02% 0.35% 0.02%
LH C 0.02% 0.18% 0.02%
LHX C 0.03% 0.41% 0.03%
LII A 0.03% 0.17% 0.03%
LNT A 0.02% 0.13% 0.02%
LUV C 0.04% 0.17% 0.04%
LVS C 0.03% 0.17% 0.03%
LYB F 0.02% 0.19% 0.02%
MAA B 0.01% 0.16% 0.01%
MCHP D 0.05% 0.31% 0.05%
MKC D 0.03% 0.17% 0.03%
MLM B 0.04% 0.32% 0.04%
MOS F 0.04% 0.08% 0.04%
MTB A 0.01% 0.31% 0.01%
NDAQ A 0.02% 0.27% 0.02%
NEM D 0.01% 0.41% 0.01%
NI A 0.06% 0.14% 0.06%
NSC B 0.0% 0.53% 0.0%
NTAP C 0.02% 0.21% 0.02%
NTRS A 0.04% 0.19% 0.04%
NUE C 0.02% 0.31% 0.02%
O D 0.01% 0.43% 0.01%
OC A 0.02% 0.15% 0.02%
OKE A 0.0% 0.55% 0.0%
OMC C 0.02% 0.18% 0.02%
OTIS C 0.07% 0.36% 0.07%
PCAR B 0.0% 0.52% 0.0%
PCG A 0.02% 0.39% 0.02%
PEG A 0.02% 0.38% 0.02%
PFG D 0.02% 0.18% 0.02%
PHM D 0.03% 0.24% 0.03%
PKG A 0.02% 0.19% 0.02%
PPG F 0.01% 0.26% 0.01%
PPL B 0.04% 0.22% 0.04%
PRU A 0.01% 0.4% 0.01%
PSA D 0.01% 0.46% 0.01%
RF A 0.05% 0.21% 0.05%
RGA A 0.02% 0.13% 0.02%
RNR C 0.02% 0.12% 0.02%
ROK B 0.02% 0.29% 0.02%
ROST C 0.02% 0.41% 0.02%
RPM A 0.02% 0.15% 0.02%
RPRX D 0.04% 0.09% 0.04%
RS B 0.02% 0.15% 0.02%
SJM D 0.05% 0.1% 0.05%
SNX C 0.03% 0.05% 0.03%
SPG B 0.02% 0.48% 0.02%
SRE A 0.02% 0.5% 0.02%
STLD B 0.02% 0.18% 0.02%
STT A 0.01% 0.25% 0.01%
STZ D 0.02% 0.35% 0.02%
SWK D 0.03% 0.12% 0.03%
SWKS F 0.03% 0.12% 0.03%
SYF B 0.05% 0.23% 0.05%
SYY B 0.02% 0.33% 0.02%
TAP C 0.08% 0.1% 0.08%
TDY B 0.02% 0.2% 0.02%
TEL B 0.03% 0.41% 0.03%
TFC A 0.02% 0.54% 0.02%
TRMB B 0.02% 0.15% 0.02%
TSN B 0.02% 0.16% 0.02%
TXT D 0.0% 0.14% 0.0%
UAL A 0.02% 0.26% 0.02%
UHS D 0.04% 0.11% 0.04%
UNM A 0.02% 0.11% 0.02%
VLO C 0.03% 0.39% 0.03%
VMC B 0.03% 0.33% 0.03%
VRSK A 0.05% 0.36% 0.05%
VRSN F 0.03% 0.14% 0.03%
VTR C 0.01% 0.23% 0.01%
WAB B 0.02% 0.3% 0.02%
WBA F 0.06% 0.06% 0.06%
WEC A 0.02% 0.27% 0.02%
WLK D 0.04% 0.04% 0.04%
WMB A 0.03% 0.59% 0.03%
WPC D 0.02% 0.1% 0.02%
XEL A 0.02% 0.34% 0.02%
ZBH C 0.01% 0.2% 0.01%
SCHJ Overweight 238 Positions Relative to IMCB
Symbol Grade Weight
MDT D 0.1%
COP C 0.09%
BABA D 0.09%
V A 0.09%
KLAC D 0.07%
CME A 0.07%
BLK C 0.07%
STLA F 0.07%
GILD C 0.07%
TMUS B 0.06%
ORCL B 0.06%
ETN A 0.05%
KO D 0.05%
ADP B 0.05%
SF B 0.05%
TGT F 0.05%
BDX F 0.05%
BERY B 0.05%
MRK F 0.05%
GS A 0.05%
MSFT F 0.05%
ITW B 0.04%
SPGI C 0.04%
DXC B 0.04%
AMAT F 0.04%
CMA A 0.04%
BHP F 0.04%
FDX B 0.04%
VFC C 0.04%
PH A 0.04%
MA C 0.04%
HON B 0.04%
JEF A 0.04%
GSK F 0.04%
NOC D 0.04%
DIS B 0.04%
SBUX A 0.04%
AXP A 0.04%
HCA F 0.04%
AMZN C 0.04%
AAPL C 0.04%
TPR B 0.03%
FAF A 0.03%
HP B 0.03%
THG A 0.03%
BWA D 0.03%
EMR A 0.03%
KMPR B 0.03%
HAS D 0.03%
MAIN A 0.03%
RL B 0.03%
GP F 0.03%
ORI A 0.03%
TME D 0.03%
BC C 0.03%
AN C 0.03%
MHK D 0.03%
WB D 0.03%
FRT B 0.03%
OPI F 0.03%
JD D 0.03%
MSI B 0.03%
AWH F 0.03%
PVH C 0.03%
JHG A 0.03%
VNT B 0.03%
BKU A 0.03%
CNO A 0.03%
AVT C 0.03%
MDLZ F 0.03%
TT A 0.03%
MPC D 0.03%
TMO F 0.03%
MU D 0.03%
EPD A 0.03%
NVDA C 0.03%
PFE D 0.03%
GOOGL C 0.03%
PYPL B 0.03%
ARCC A 0.03%
BIDU F 0.03%
USB A 0.03%
CSCO B 0.03%
GE D 0.03%
IBM C 0.03%
WMT A 0.03%
XOM B 0.03%
C A 0.03%
ABBV D 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%
ADI D 0.02%
AIZ A 0.02%
APD 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%
PSEC D 0.02%
AGO B 0.02%
KRC C 0.02%
TKR D 0.02%
PNW B 0.02%
G B 0.02%
HRB D 0.02%
GBDC C 0.02%
FHN A 0.02%
LLY F 0.02%
LNC B 0.02%
HOG D 0.02%
LAZ B 0.02%
GSBD F 0.02%
BKH A 0.02%
VOYA B 0.02%
SLG B 0.02%
WM A 0.02%
MRVL B 0.02%
INTU C 0.02%
SHW A 0.02%
AON A 0.02%
MCO B 0.02%
H B 0.02%
CNA B 0.02%
NNN D 0.02%
EQIX A 0.02%
R B 0.02%
TJX A 0.02%
MMM D 0.02%
SITC D 0.02%
ORLY B 0.02%
BKNG A 0.02%
ABT B 0.02%
SYK C 0.02%
PM B 0.02%
MET A 0.02%
NXPI D 0.02%
CRM B 0.02%
MO A 0.02%
CAT B 0.02%
CM A 0.02%
QCOM F 0.02%
DUK C 0.02%
ICE C 0.02%
AL 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%
PNC B 0.02%
MAR B 0.02%
EOG A 0.02%
AER B 0.02%
BNS A 0.02%
DB D 0.02%
PEP F 0.02%
ZTS D 0.02%
CB C 0.02%
LMT D 0.02%
VZ C 0.02%
BMY B 0.02%
JNJ D 0.02%
RY A 0.02%
CI F 0.02%
MUFG B 0.02%
CVX A 0.02%
NWG C 0.02%
INTC D 0.02%
WFC A 0.02%
JPM A 0.02%
VNO B 0.01%
PDM D 0.01%
ARW D 0.01%
OGE B 0.01%
CSX B 0.01%
OHI C 0.01%
RSG A 0.01%
ROP B 0.01%
CP D 0.01%
DHR F 0.01%
NKE D 0.01%
WEST C 0.01%
AMG B 0.01%
OGS A 0.01%
LRCX F 0.01%
PAA B 0.01%
MCK B 0.01%
ADBE C 0.01%
NFG A 0.01%
SCHW B 0.01%
LOW D 0.01%
HD A 0.01%
PSX C 0.01%
UNH C 0.01%
AMGN D 0.01%
BMO A 0.01%
TD F 0.01%
AMT D 0.01%
AZN D 0.01%
MCD D 0.01%
CVS D 0.01%
T A 0.01%
CMCSA B 0.01%
BA F 0.01%
COST B 0.0%
SCCO F 0.0%
WHR B 0.0%
CUBE D 0.0%
APH A 0.0%
BDN C 0.0%
BRX A 0.0%
WU D 0.0%
IVZ B 0.0%
TXN C 0.0%
CL D 0.0%
UNP C 0.0%
LIN D 0.0%
WELL A 0.0%
BSX B 0.0%
FSK A 0.0%
MPLX A 0.0%
DE A 0.0%
SO D 0.0%
NEE D 0.0%
SCHJ Underweight 248 Positions Relative to IMCB
Symbol Grade Weight
PLTR B -1.04%
GEV B -0.79%
HLT A -0.54%
TRV B -0.52%
APP B -0.52%
WDAY B -0.51%
URI B -0.5%
FICO B -0.5%
MSTR C -0.5%
TTD B -0.49%
RCL A -0.48%
COIN C -0.48%
DASH A -0.47%
CPRT A -0.44%
PWR A -0.42%
PAYX C -0.42%
MSCI C -0.42%
LNG B -0.42%
HWM A -0.41%
SQ B -0.41%
FAST B -0.41%
VST B -0.4%
VRT B -0.39%
AME A -0.39%
AXON A -0.38%
BKR B -0.38%
F C -0.38%
COR B -0.37%
IR B -0.37%
TRGP B -0.37%
ODFL B -0.37%
CTSH B -0.36%
KVUE A -0.36%
IT C -0.36%
FERG B -0.36%
TEAM A -0.35%
EW C -0.35%
CBRE B -0.35%
YUM B -0.34%
DDOG A -0.34%
IQV D -0.33%
ACGL D -0.33%
GLW B -0.32%
LULU C -0.32%
IDXX F -0.31%
HUBS A -0.31%
VEEV C -0.3%
RMD C -0.3%
HIG B -0.3%
EXR D -0.3%
VICI C -0.29%
WTW B -0.29%
GRMN B -0.29%
GEHC F -0.29%
IRM D -0.29%
ARES A -0.28%
ALNY D -0.28%
RJF A -0.27%
CPNG D -0.27%
CSGP D -0.27%
CNC D -0.27%
XYL D -0.26%
ANSS B -0.26%
TTWO A -0.26%
DXCM D -0.26%
TSCO D -0.26%
KHC F -0.25%
ON D -0.25%
MPWR F -0.24%
DECK A -0.24%
RBLX C -0.24%
NET B -0.24%
NVR D -0.24%
CPAY A -0.23%
TYL B -0.23%
TPL A -0.23%
MTD D -0.23%
TROW B -0.23%
WST C -0.22%
GDDY A -0.22%
SW A -0.22%
EME C -0.21%
LPLA A -0.21%
SBAC D -0.21%
EQT B -0.21%
CDW F -0.21%
CCL B -0.21%
VLTO D -0.21%
WAT B -0.2%
WY D -0.2%
PTC A -0.2%
CINF A -0.2%
STE F -0.19%
MKL A -0.19%
BLDR D -0.19%
WBD C -0.19%
ZBRA B -0.18%
DRI B -0.18%
WDC D -0.18%
MDB C -0.18%
SNA A -0.17%
FDS B -0.17%
IBKR A -0.17%
EXE B -0.17%
NRG B -0.17%
ZS C -0.17%
LYV A -0.17%
INVH D -0.17%
TRU D -0.17%
BALL D -0.17%
DKNG B -0.17%
STX D -0.17%
COO D -0.17%
ZM B -0.17%
BAH F -0.17%
FSLR F -0.17%
MOH F -0.16%
J F -0.16%
FWONK B -0.16%
BBY D -0.16%
HOLX D -0.16%
PODD C -0.16%
ULTA F -0.16%
WSO A -0.16%
WRB A -0.16%
NTRA B -0.16%
HOOD B -0.15%
HEI B -0.15%
ALGN D -0.15%
TER D -0.15%
EXPD D -0.15%
BURL A -0.15%
MANH D -0.15%
XPO B -0.15%
GEN B -0.15%
GPC D -0.15%
NTNX A -0.15%
IEX B -0.15%
MAS D -0.15%
PNR A -0.15%
PINS D -0.15%
SUI D -0.14%
FNF B -0.14%
FIX A -0.14%
THC D -0.14%
TOL B -0.14%
WSM B -0.14%
EG C -0.14%
AVY D -0.14%
SSNC B -0.14%
MRO B -0.14%
DOCU A -0.14%
TWLO A -0.14%
FFIV B -0.13%
AVTR F -0.13%
RVTY F -0.13%
SAIA B -0.13%
ACM A -0.13%
UTHR C -0.13%
ROL B -0.13%
DT C -0.13%
TW A -0.13%
GGG B -0.13%
DPZ C -0.13%
USFD A -0.13%
CASY A -0.13%
VTRS A -0.13%
ENTG D -0.13%
PSTG D -0.13%
NDSN B -0.12%
PFGC B -0.12%
MRNA F -0.12%
UDR B -0.12%
AKAM D -0.12%
POOL C -0.12%
EPAM C -0.12%
OVV B -0.11%
LECO B -0.11%
DAY B -0.11%
AMH D -0.11%
SCI B -0.11%
NVT B -0.11%
NBIX C -0.11%
BMRN D -0.11%
REG B -0.11%
KMX B -0.11%
OKTA C -0.11%
JKHY D -0.11%
CLH B -0.11%
INCY C -0.11%
CPT B -0.11%
ELS C -0.11%
TTEK F -0.1%
CCK C -0.1%
FND C -0.1%
IPG D -0.1%
NWSA B -0.1%
CG A -0.1%
PAYC B -0.1%
DKS C -0.1%
BLD D -0.1%
RRX B -0.1%
TECH D -0.1%
SNAP C -0.1%
LW C -0.1%
HEI B -0.1%
WING D -0.09%
SRPT D -0.09%
CHDN B -0.09%
CRL C -0.09%
ERIE D -0.09%
LKQ D -0.09%
AFG A -0.09%
BJ A -0.09%
ENPH F -0.08%
AOS F -0.08%
TFX F -0.08%
SMCI F -0.08%
AR B -0.08%
WYNN D -0.08%
MGM D -0.08%
WMS D -0.08%
MORN B -0.08%
EXAS D -0.08%
SOLV C -0.08%
WTRG B -0.08%
ACI C -0.07%
CNM D -0.07%
DVA B -0.07%
APA D -0.07%
MEDP D -0.07%
PCOR B -0.06%
UHAL D -0.06%
QRVO F -0.06%
BSY D -0.06%
SIRI C -0.06%
AZPN A -0.06%
DINO D -0.06%
BRKR D -0.05%
U C -0.05%
FOX A -0.05%
CELH F -0.04%
COTY F -0.03%
NWS B -0.03%
PAG B -0.03%
FWONA B -0.02%
ALAB B -0.02%
UHAL D -0.0%
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