SCHJ vs. LBO ETF Comparison
Comparison of HCM Defender 500 Index ETF (SCHJ) to WHITEWOLF Publicly Listed Private Equity ETF (LBO)
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
LBO
WHITEWOLF Publicly Listed Private Equity ETF
LBO Description
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of U.S. publicly listed private equity companies. It defines "listed private equity companies" as Leverage Finance Providers and Buyout Firms, Sponsors, and Asset Managers (collectively, "Listed Private Equity Companies") that are listed and traded on a U.S. national securities exchange. The fund is non-diversified.Grade (RS Rating)
Last Trade
$34.41
Average Daily Volume
1,372
Number of Holdings
*
36
* may have additional holdings in another (foreign) market
Performance
| Period | SCHJ | LBO |
|---|---|---|
| 30 Days | -0.36% | 5.92% |
| 60 Days | -0.92% | 12.07% |
| 90 Days | 0.10% | 18.64% |
| 12 Months | 6.61% |
10 Overlapping Holdings
SCHJ Overweight 426 Positions Relative to LBO
| Symbol | Grade | Weight | |
|---|---|---|---|
| HPQ | B | 0.1% | |
| CARR | D | 0.1% | |
| MDT | D | 0.1% | |
| BIIB | F | 0.1% | |
| COP | C | 0.09% | |
| BABA | D | 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% | |
| STLA | F | 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% | |
| TME | D | 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% | |
| BIDU | F | 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% | |
| ABBV | D | 0.03% | |
| HSBC | B | 0.03% | |
| MS | A | 0.03% | |
| BAC | A | 0.03% | |
| 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% | |
| NEU | C | 0.02% | |
| CTVA | C | 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% | |
| 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% | |
| 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% | |
| AER | B | 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% | |
| MUFG | B | 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% | |
| TD | F | 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% | |
| SCCO | F | 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% | |
| MPLX | A | 0.0% | |
| DE | A | 0.0% | |
| SO | D | 0.0% | |
| NEE | D | 0.0% |
SCHJ Underweight 26 Positions Relative to LBO
| Symbol | Grade | Weight | |
|---|---|---|---|
| KKR | A | -8.14% | |
| TPG | A | -6.58% | |
| OWL | A | -6.5% | |
| BX | A | -6.36% | |
| BXSL | A | -6.16% | |
| APO | B | -6.03% | |
| ARES | A | -5.23% | |
| CG | A | -4.98% | |
| HLNE | B | -3.08% | |
| CSWC | D | -2.31% | |
| BBDC | A | -1.89% | |
| TRIN | A | -1.44% | |
| NMFC | D | -1.34% | |
| STEP | B | -1.15% | |
| PFLT | D | -1.12% | |
| CODI | B | -1.07% | |
| CGBD | D | -0.82% | |
| CION | C | -0.74% | |
| GCMG | B | -0.23% | |
| SCM | C | -0.2% | |
| PNNT | B | -0.2% | |
| FDUS | A | -0.16% | |
| SAR | A | -0.15% | |
| PX | A | -0.15% | |
| GAIN | C | -0.14% | |
| TPVG | C | -0.14% |
SCHJ: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Asset Management
Banks - Regional - US
Banks - Global
Drug Manufacturers - Major
Credit Services
Diversified Industrials
Semiconductors
REIT - Office
Specialty Chemicals
Business Services
Packaged Foods
Utilities - Diversified
Aerospace & Defense
Capital Markets
Diagnostics & Research
Insurance - Life
Oil & Gas E&P
REIT - Retail
Household & Personal Products
LBO: Top Represented Industries & Keywords
Industries:
Asset Management
Conglomerates
Credit Services
Specialty Finance
Keywords:
Private Equity
Business Development
Mezzanine Capital
Venture Capital
Debt
Business Development Company
Credit
Loan
Senior Debt
Consumer Products
Refinancing
Second Lien Loan
Subordinated Debt
Chemical
Golub Capital
Healthcare Service
Investment Solutions
Leveraged Buyout
Wilshire Associates
Aerospace
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