SMHB vs. SCHJ ETF Comparison
Comparison of ETRACS Monthly Pay 2x Leveraged Small Cap High Dividend ETN Series B (SMHB) to HCM Defender 500 Index ETF (SCHJ)
SMHB
ETRACS Monthly Pay 2x Leveraged Small Cap High Dividend ETN Series B
SMHB Description
The investment seeks to provide a two times leveraged return linked to the compounded monthly performance of the Solactive US Small Cap High Dividend Index (the “index”). The index is designed to measure the performance of 100 relatively small capitalization, dividend yielding index constituent securities selected from a universe of qualifying U.S. listed equity securities. The Securities are two times leveraged with respect to the index and, as a result, will benefit from two times any beneficial, but will be exposed to two times any adverse, compounded monthly performance of the index.
Grade (RS Rating)
Last Trade
$6.17
Average Daily Volume
40,512
Number of Holdings
*
91
* may have additional holdings in another (foreign) market
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
$49.51
Average Daily Volume
51,035
Number of Holdings
*
436
* may have additional holdings in another (foreign) market
Performance
| Period | SMHB | SCHJ |
|---|---|---|
| 30 Days | 5.64% | 1.08% |
| 60 Days | 3.72% | 1.60% |
| 90 Days | 13.97% | 3.60% |
| 12 Months | 37.51% | 10.03% |
14 Overlapping Holdings
| Symbol | Grade | Weight in SMHB | Weight in SCHJ | Overlap | |
|---|---|---|---|---|---|
| BCSF | B | 0.24% | 0.02% | 0.02% | |
| BDN | A | 2.41% | 0.0% | 0.0% | |
| GBDC | B | 0.73% | 0.02% | 0.02% | |
| GSBD | D | 0.94% | 0.02% | 0.02% | |
| HTGC | C | 1.03% | 0.02% | 0.02% | |
| MAIN | B | 1.09% | 0.03% | 0.03% | |
| OCSL | D | 0.54% | 0.02% | 0.02% | |
| OPI | F | 0.4% | 0.03% | 0.03% | |
| PDM | C | 0.99% | 0.01% | 0.01% | |
| PSEC | C | 1.47% | 0.02% | 0.02% | |
| SBRA | C | 2.38% | 0.02% | 0.02% | |
| SLG | C | 4.87% | 0.02% | 0.02% | |
| TCPC | F | 0.27% | 0.02% | 0.02% | |
| TSLX | D | 0.62% | 0.02% | 0.02% |
SMHB Overweight 77 Positions Relative to SCHJ
| Symbol | Grade | Weight | |
|---|---|---|---|
| XRX | D | 4.09% | |
| DTM | A | 3.81% | |
| BXMT | C | 3.43% | |
| DSS | F | 2.87% | |
| TWO | D | 2.87% | |
| CIM | C | 2.62% | |
| ETRN | D | 2.49% | |
| BGS | D | 2.41% | |
| EPR | C | 2.34% | |
| ABR | C | 2.21% | |
| APAM | C | 2.02% | |
| PAGP | D | 1.88% | |
| UNIT | B | 1.86% | |
| UWMC | D | 1.84% | |
| ARR | D | 1.65% | |
| NHI | C | 1.64% | |
| ORC | C | 1.51% | |
| CCOI | B | 1.51% | |
| IVR | C | 1.43% | |
| DEA | D | 1.35% | |
| PMT | C | 1.35% | |
| MFA | C | 1.27% | |
| RWT | C | 1.24% | |
| CTRE | B | 1.16% | |
| PETS | D | 1.13% | |
| ARI | F | 1.02% | |
| GNL | D | 1.01% | |
| FCPT | C | 1.0% | |
| EFC | D | 1.0% | |
| NEWT | D | 0.94% | |
| NYMT | D | 0.93% | |
| LTC | D | 0.91% | |
| DX | C | 0.89% | |
| KREF | C | 0.8% | |
| VGR | B | 0.79% | |
| NWBI | D | 0.77% | |
| CODI | D | 0.72% | |
| VNOM | B | 0.65% | |
| SCS | D | 0.65% | |
| RC | F | 0.65% | |
| ACRE | D | 0.64% | |
| LADR | D | 0.62% | |
| HESM | D | 0.59% | |
| UVV | D | 0.54% | |
| AROC | B | 0.53% | |
| GMRE | C | 0.5% | |
| ILPT | D | 0.49% | |
| BRSP | D | 0.49% | |
| WSR | C | 0.46% | |
| ALX | C | 0.45% | |
| GTY | C | 0.44% | |
| RMR | B | 0.38% | |
| NMFC | F | 0.38% | |
| UHT | C | 0.36% | |
| GPMT | D | 0.34% | |
| CSWC | C | 0.34% | |
| GOOD | A | 0.33% | |
| FSP | D | 0.29% | |
| TRTX | D | 0.29% | |
| AHH | F | 0.27% | |
| CGBD | B | 0.25% | |
| TPVG | F | 0.23% | |
| PFLT | A | 0.23% | |
| SLRC | D | 0.23% | |
| UVE | C | 0.22% | |
| BBDC | D | 0.22% | |
| KRO | B | 0.2% | |
| EBF | C | 0.18% | |
| GAIN | B | 0.17% | |
| PNNT | B | 0.16% | |
| OLP | C | 0.16% | |
| FDUS | C | 0.16% | |
| GLAD | A | 0.15% | |
| BFS | A | 0.14% | |
| TRIN | C | 0.12% | |
| CCAP | C | 0.1% | |
| REPX | C | 0.07% |
SMHB Underweight 422 Positions Relative to SCHJ
| Symbol | Grade | Weight | |
|---|---|---|---|
| HPQ | C | -0.1% | |
| CARR | A | -0.1% | |
| MDT | B | -0.1% | |
| BIIB | F | -0.1% | |
| COP | D | -0.09% | |
| BABA | A | -0.09% | |
| DD | B | -0.09% | |
| V | C | -0.09% | |
| TAP | D | -0.08% | |
| OTIS | A | -0.07% | |
| KLAC | B | -0.07% | |
| CME | A | -0.07% | |
| BLK | A | -0.07% | |
| STLA | F | -0.07% | |
| GILD | A | -0.07% | |
| NI | A | -0.06% | |
| WBA | F | -0.06% | |
| TMUS | A | -0.06% | |
| ORCL | B | -0.06% | |
| CHTR | D | -0.06% | |
| ETN | C | -0.05% | |
| KO | C | -0.05% | |
| RF | C | -0.05% | |
| MCHP | F | -0.05% | |
| SJM | C | -0.05% | |
| EMN | C | -0.05% | |
| ADP | A | -0.05% | |
| SF | A | -0.05% | |
| HRL | F | -0.05% | |
| ATO | A | -0.05% | |
| VRSK | D | -0.05% | |
| TGT | C | -0.05% | |
| BDX | B | -0.05% | |
| BERY | C | -0.05% | |
| SYF | B | -0.05% | |
| DLTR | F | -0.05% | |
| MRK | F | -0.05% | |
| GS | C | -0.05% | |
| MSFT | D | -0.05% | |
| ITW | A | -0.04% | |
| SPGI | C | -0.04% | |
| UHS | D | -0.04% | |
| DXC | D | -0.04% | |
| AMAT | B | -0.04% | |
| NTRS | C | -0.04% | |
| CMA | C | -0.04% | |
| BHP | B | -0.04% | |
| PPL | A | -0.04% | |
| FDX | D | -0.04% | |
| MLM | D | -0.04% | |
| WLK | C | -0.04% | |
| JBHT | D | -0.04% | |
| DOW | B | -0.04% | |
| VFC | B | -0.04% | |
| PH | A | -0.04% | |
| MA | A | -0.04% | |
| HON | C | -0.04% | |
| MOS | D | -0.04% | |
| RPRX | B | -0.04% | |
| FOXA | A | -0.04% | |
| JEF | A | -0.04% | |
| GSK | F | -0.04% | |
| NOC | B | -0.04% | |
| LUV | B | -0.04% | |
| DIS | D | -0.04% | |
| SBUX | B | -0.04% | |
| AXP | A | -0.04% | |
| HCA | B | -0.04% | |
| AIG | F | -0.04% | |
| AMZN | C | -0.04% | |
| AAPL | C | -0.04% | |
| DELL | C | -0.04% | |
| AMCR | B | -0.03% | |
| TPR | B | -0.03% | |
| FAF | B | -0.03% | |
| KEYS | B | -0.03% | |
| VMC | D | -0.03% | |
| HP | F | -0.03% | |
| THG | C | -0.03% | |
| DLR | C | -0.03% | |
| EA | D | -0.03% | |
| BWA | B | -0.03% | |
| PHM | A | -0.03% | |
| IFF | C | -0.03% | |
| SWKS | F | -0.03% | |
| EMR | B | -0.03% | |
| EQR | C | -0.03% | |
| KMPR | D | -0.03% | |
| HAS | A | -0.03% | |
| CLX | B | -0.03% | |
| TEL | D | -0.03% | |
| RL | B | -0.03% | |
| GP | D | -0.03% | |
| ORI | B | -0.03% | |
| TME | B | -0.03% | |
| GWW | A | -0.03% | |
| FTNT | A | -0.03% | |
| BC | D | -0.03% | |
| LII | C | -0.03% | |
| JBL | D | -0.03% | |
| ED | A | -0.03% | |
| SNX | C | -0.03% | |
| AN | C | -0.03% | |
| LDOS | A | -0.03% | |
| MHK | B | -0.03% | |
| WB | B | -0.03% | |
| BAX | D | -0.03% | |
| CE | D | -0.03% | |
| FRT | D | -0.03% | |
| FTV | B | -0.03% | |
| JD | B | -0.03% | |
| MSI | A | -0.03% | |
| AWH | F | -0.03% | |
| JCI | B | -0.03% | |
| IP | C | -0.03% | |
| PVH | F | -0.03% | |
| JHG | C | -0.03% | |
| VNT | F | -0.03% | |
| BKU | D | -0.03% | |
| VRSN | B | -0.03% | |
| CNO | C | -0.03% | |
| KEY | C | -0.03% | |
| ALL | B | -0.03% | |
| SWK | A | -0.03% | |
| DG | F | -0.03% | |
| LHX | A | -0.03% | |
| MKC | C | -0.03% | |
| DGX | B | -0.03% | |
| FANG | D | -0.03% | |
| EBAY | A | -0.03% | |
| EVRG | C | -0.03% | |
| AVT | C | -0.03% | |
| ALLY | F | -0.03% | |
| MDLZ | C | -0.03% | |
| HAL | F | -0.03% | |
| TT | A | -0.03% | |
| MPC | F | -0.03% | |
| TMO | C | -0.03% | |
| VLO | F | -0.03% | |
| WMB | A | -0.03% | |
| LVS | B | -0.03% | |
| MU | D | -0.03% | |
| EPD | A | -0.03% | |
| EXC | A | -0.03% | |
| NVDA | C | -0.03% | |
| FIS | C | -0.03% | |
| PFE | D | -0.03% | |
| GOOGL | B | -0.03% | |
| PYPL | C | -0.03% | |
| ARCC | A | -0.03% | |
| BIDU | B | -0.03% | |
| USB | C | -0.03% | |
| CSCO | A | -0.03% | |
| HPE | B | -0.03% | |
| GE | C | -0.03% | |
| IBM | B | -0.03% | |
| WMT | A | -0.03% | |
| XOM | A | -0.03% | |
| C | B | -0.03% | |
| ABBV | A | -0.03% | |
| HSBC | B | -0.03% | |
| MS | B | -0.03% | |
| BAC | D | -0.03% | |
| FNB | D | -0.02% | |
| VLY | C | -0.02% | |
| SNV | D | -0.02% | |
| WAL | C | -0.02% | |
| ALLE | A | -0.02% | |
| ADI | C | -0.02% | |
| AIZ | A | -0.02% | |
| APD | C | -0.02% | |
| DOV | C | -0.02% | |
| LEG | D | -0.02% | |
| RGA | C | -0.02% | |
| KSS | D | -0.02% | |
| EQH | C | -0.02% | |
| GXO | D | -0.02% | |
| NEU | F | -0.02% | |
| CTVA | A | -0.02% | |
| AGO | B | -0.02% | |
| RNR | A | -0.02% | |
| HES | D | -0.02% | |
| TRMB | B | -0.02% | |
| ADM | D | -0.02% | |
| KRC | C | -0.02% | |
| TKR | D | -0.02% | |
| OC | C | -0.02% | |
| ADSK | B | -0.02% | |
| JNPR | B | -0.02% | |
| RS | D | -0.02% | |
| PNW | A | -0.02% | |
| ILMN | B | -0.02% | |
| G | A | -0.02% | |
| HRB | C | -0.02% | |
| RPM | A | -0.02% | |
| EL | D | -0.02% | |
| FHN | D | -0.02% | |
| CF | A | -0.02% | |
| STLD | B | -0.02% | |
| DAL | C | -0.02% | |
| LLY | D | -0.02% | |
| LNC | D | -0.02% | |
| LNT | A | -0.02% | |
| HOG | D | -0.02% | |
| UNM | A | -0.02% | |
| PKG | C | -0.02% | |
| HUBB | A | -0.02% | |
| LAZ | C | -0.02% | |
| BR | B | -0.02% | |
| TDY | A | -0.02% | |
| BKH | C | -0.02% | |
| VOYA | A | -0.02% | |
| PFG | C | -0.02% | |
| NUE | D | -0.02% | |
| WPC | C | -0.02% | |
| WM | B | -0.02% | |
| MRVL | C | -0.02% | |
| ROK | D | -0.02% | |
| INTU | F | -0.02% | |
| BG | F | -0.02% | |
| NTAP | D | -0.02% | |
| L | D | -0.02% | |
| KR | C | -0.02% | |
| SHW | B | -0.02% | |
| AON | A | -0.02% | |
| KMB | B | -0.02% | |
| A | B | -0.02% | |
| HII | F | -0.02% | |
| MCO | D | -0.02% | |
| LYB | D | -0.02% | |
| H | C | -0.02% | |
| ARE | D | -0.02% | |
| DHI | C | -0.02% | |
| CNP | B | -0.02% | |
| CNA | D | -0.02% | |
| NNN | A | -0.02% | |
| UAL | B | -0.02% | |
| EQIX | B | -0.02% | |
| WEC | A | -0.02% | |
| AWK | B | -0.02% | |
| R | C | -0.02% | |
| DVN | F | -0.02% | |
| TJX | C | -0.02% | |
| CAH | B | -0.02% | |
| HBAN | D | -0.02% | |
| SRE | A | -0.02% | |
| XEL | A | -0.02% | |
| MMM | C | -0.02% | |
| WAB | A | -0.02% | |
| SITC | F | -0.02% | |
| ORLY | A | -0.02% | |
| CFG | D | -0.02% | |
| NDAQ | C | -0.02% | |
| LEN | B | -0.02% | |
| EXPE | B | -0.02% | |
| BKNG | C | -0.02% | |
| PEG | A | -0.02% | |
| D | A | -0.02% | |
| ABT | B | -0.02% | |
| AMP | A | -0.02% | |
| LH | D | -0.02% | |
| SYK | C | -0.02% | |
| ROST | C | -0.02% | |
| AGR | C | -0.02% | |
| PM | C | -0.02% | |
| K | B | -0.02% | |
| ETR | A | -0.02% | |
| CNH | B | -0.02% | |
| MET | A | -0.02% | |
| NXPI | F | -0.02% | |
| SPG | A | -0.02% | |
| HST | D | -0.02% | |
| GLPI | A | -0.02% | |
| STZ | B | -0.02% | |
| CRM | B | -0.02% | |
| MO | D | -0.02% | |
| GPN | F | -0.02% | |
| CAT | A | -0.02% | |
| CM | B | -0.02% | |
| TSN | D | -0.02% | |
| QCOM | D | -0.02% | |
| DUK | A | -0.02% | |
| ICE | A | -0.02% | |
| AL | D | -0.02% | |
| SYY | B | -0.02% | |
| UPS | D | -0.02% | |
| MMC | D | -0.02% | |
| SLB | D | -0.02% | |
| GD | A | -0.02% | |
| RTX | A | -0.02% | |
| VOD | C | -0.02% | |
| PG | C | -0.02% | |
| AVGO | C | -0.02% | |
| KDP | C | -0.02% | |
| PNC | C | -0.02% | |
| MAR | B | -0.02% | |
| EOG | B | -0.02% | |
| BXP | C | -0.02% | |
| AER | D | -0.02% | |
| BNS | C | -0.02% | |
| DB | C | -0.02% | |
| OMC | C | -0.02% | |
| PEP | D | -0.02% | |
| ZTS | C | -0.02% | |
| CB | A | -0.02% | |
| PCG | B | -0.02% | |
| TFC | D | -0.02% | |
| LMT | A | -0.02% | |
| DFS | C | -0.02% | |
| VZ | A | -0.02% | |
| BMY | B | -0.02% | |
| JNJ | D | -0.02% | |
| RY | B | -0.02% | |
| CI | D | -0.02% | |
| MUFG | D | -0.02% | |
| CVX | B | -0.02% | |
| NWG | D | -0.02% | |
| INTC | D | -0.02% | |
| WFC | D | -0.02% | |
| JPM | D | -0.02% | |
| CHD | C | -0.01% | |
| NEM | C | -0.01% | |
| BEN | F | -0.01% | |
| VNO | A | -0.01% | |
| FE | B | -0.01% | |
| BRO | A | -0.01% | |
| ALB | D | -0.01% | |
| ARW | C | -0.01% | |
| CSL | A | -0.01% | |
| OGE | A | -0.01% | |
| MAA | C | -0.01% | |
| O | A | -0.01% | |
| CSX | D | -0.01% | |
| OHI | C | -0.01% | |
| EFX | C | -0.01% | |
| RSG | D | -0.01% | |
| ROP | C | -0.01% | |
| AEP | C | -0.01% | |
| AFL | A | -0.01% | |
| CP | C | -0.01% | |
| DHR | C | -0.01% | |
| NKE | D | -0.01% | |
| WRK | C | -0.01% | |
| MTB | C | -0.01% | |
| ES | C | -0.01% | |
| PSA | C | -0.01% | |
| AVB | C | -0.01% | |
| CPB | D | -0.01% | |
| PPG | D | -0.01% | |
| HSY | D | -0.01% | |
| AMG | B | -0.01% | |
| OGS | C | -0.01% | |
| LRCX | D | -0.01% | |
| PAA | D | -0.01% | |
| APTV | D | -0.01% | |
| HUM | F | -0.01% | |
| MCK | F | -0.01% | |
| ADBE | F | -0.01% | |
| KMI | A | -0.01% | |
| VTR | C | -0.01% | |
| NFG | A | -0.01% | |
| SCHW | D | -0.01% | |
| PRU | C | -0.01% | |
| CAG | D | -0.01% | |
| GIS | C | -0.01% | |
| DTE | A | -0.01% | |
| LOW | A | -0.01% | |
| STT | C | -0.01% | |
| CCI | C | -0.01% | |
| FITB | C | -0.01% | |
| HD | A | -0.01% | |
| BK | C | -0.01% | |
| PSX | D | -0.01% | |
| UNH | B | -0.01% | |
| AMGN | D | -0.01% | |
| BMO | B | -0.01% | |
| TD | C | -0.01% | |
| AMT | C | -0.01% | |
| COF | C | -0.01% | |
| AZN | D | -0.01% | |
| MCD | A | -0.01% | |
| GM | D | -0.01% | |
| ZBH | F | -0.01% | |
| CVS | D | -0.01% | |
| T | A | -0.01% | |
| CMCSA | B | -0.01% | |
| BA | F | -0.01% | |
| FCNCA | D | -0.0% | |
| CTRA | D | -0.0% | |
| COST | C | -0.0% | |
| CMS | A | -0.0% | |
| AEE | A | -0.0% | |
| SCCO | B | -0.0% | |
| CMI | B | -0.0% | |
| PCAR | D | -0.0% | |
| KIM | C | -0.0% | |
| WHR | B | -0.0% | |
| FLEX | C | -0.0% | |
| CUBE | C | -0.0% | |
| APH | D | -0.0% | |
| AZO | D | -0.0% | |
| ESS | C | -0.0% | |
| BRX | C | -0.0% | |
| NSC | C | -0.0% | |
| WU | D | -0.0% | |
| IVZ | A | -0.0% | |
| TXT | F | -0.0% | |
| TXN | C | -0.0% | |
| CL | D | -0.0% | |
| UNP | D | -0.0% | |
| LIN | B | -0.0% | |
| OKE | B | -0.0% | |
| WELL | C | -0.0% | |
| BSX | A | -0.0% | |
| EIX | A | -0.0% | |
| AES | B | -0.0% | |
| DOC | C | -0.0% | |
| FSK | A | -0.0% | |
| MPLX | A | -0.0% | |
| DE | A | -0.0% | |
| SO | A | -0.0% | |
| NEE | A | -0.0% |
SMHB: Top Represented Industries & Keywords
Industries:
Asset Management
REIT - Diversified
REIT - Office
REIT - Healthcare Facilities
REIT - Retail
Oil & Gas Midstream
REIT - Residential
Credit Services
Business Equipment
REIT - Industrial
Specialty Finance
Tobacco
Business Services
Conglomerates
Information Technology Services
Insurance - Property & Casualty
Oil & Gas E&P
Oil & Gas Equipment & Services
Packaged Foods
Pharmaceutical Retailers
Keywords:
Real Estate Investment Trust
Private Equity
Mortgage Loan
Structured Finance
Business Development
Mortgage Backed Security
Loan
Mezzanine Capital
Debt
Real Estate Properties
Residential Mortgage Backed Security
Senior Debt
Venture Capital
Credit
Real Estate Finance
Real Estate Mortgage Investment Conduit
Refinancing
Subordinated Debt
Banking
Business Development Company
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
Utilities - Diversified
Aerospace & Defense
Capital Markets
Diagnostics & Research
Insurance - Life
Oil & Gas E&P
Packaged Foods
REIT - Retail
Household & Personal Products
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