BFOR vs. FDMO ETF Comparison

Comparison of Barron's 400 (BFOR) to Fidelity Momentum Factor ETF (FDMO)
BFOR

Barron's 400

BFOR Description

The investment seeks investment results that correspond generally, before fees and expenses, to the performance of the Barron's 400 Index (the "underlying index"). The underlying index is a rules-based index intended to give investors a means of tracking the overall performance of high performing equity securities of U.S. companies. The fund will invest at least 80% of its total assets in the equity securities which comprise the index. The underlying index's stocks are constituents of the MarketGrader U.S. Coverage Universe.

Grade (RS Rating)

Last Trade

$78.80

Average Daily Volume

4,071

Number of Holdings *

388

* may have additional holdings in another (foreign) market
FDMO

Fidelity Momentum Factor ETF

FDMO Description The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity U.S. Momentum Factor Index. Normally investing at least 80% of assets in securities included in the Fidelity U.S. Momentum Factor Index, which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies that exhibit positive momentum signals.

Grade (RS Rating)

Last Trade

$71.42

Average Daily Volume

35,646

Number of Holdings *

122

* may have additional holdings in another (foreign) market
Performance
Period BFOR FDMO
30 Days 9.34% 6.00%
60 Days 10.13% 8.27%
90 Days 11.66% 10.44%
12 Months 38.09% 42.98%
51 Overlapping Holdings
Symbol Grade Weight in BFOR Weight in FDMO Overlap
AAPL C 0.24% 6.8% 0.24%
AMZN C 0.26% 3.76% 0.26%
ANET C 0.25% 0.82% 0.25%
APP B 0.56% 1.27% 0.56%
AXP A 0.25% 0.9% 0.25%
BKNG A 0.28% 0.66% 0.28%
CAT B 0.25% 0.73% 0.25%
CEG D 0.26% 0.29% 0.26%
CL D 0.2% 0.33% 0.2%
COST B 0.23% 0.92% 0.23%
CRS A 0.28% 0.16% 0.16%
CTAS B 0.24% 0.54% 0.24%
CVLT B 0.26% 0.74% 0.26%
DY D 0.23% 0.42% 0.23%
EBAY D 0.22% 0.42% 0.22%
ECL D 0.22% 0.23% 0.22%
EME C 0.28% 0.47% 0.28%
FIX A 0.29% 0.47% 0.29%
FTI A 0.26% 0.19% 0.19%
GDDY A 0.28% 0.78% 0.28%
GOOGL C 0.26% 3.54% 0.26%
HIG B 0.23% 0.67% 0.23%
HWM A 0.27% 0.52% 0.27%
ISRG A 0.25% 1.06% 0.25%
JPM A 0.26% 1.88% 0.26%
KMB D 0.21% 0.28% 0.21%
LLY F 0.19% 1.68% 0.19%
LPX B 0.26% 0.15% 0.15%
META D 0.24% 2.39% 0.24%
MLI C 0.29% 0.44% 0.29%
MPWR F 0.15% 0.56% 0.15%
MSFT F 0.23% 6.21% 0.23%
MSI B 0.26% 0.88% 0.26%
NFLX A 0.28% 0.88% 0.28%
NRG B 0.26% 0.24% 0.24%
NVDA C 0.29% 6.97% 0.29%
OKE A 0.26% 0.3% 0.26%
PGR A 0.23% 0.87% 0.23%
PLTR B 0.37% 1.3% 0.37%
RCL A 0.32% 0.48% 0.32%
SFM A 0.3% 0.24% 0.24%
SYF B 0.31% 0.72% 0.31%
THC D 0.23% 0.72% 0.23%
TJX A 0.23% 0.61% 0.23%
TMUS B 0.27% 0.45% 0.27%
TPL A 0.37% 0.24% 0.24%
TRGP B 0.29% 0.27% 0.27%
URI B 0.26% 0.5% 0.26%
VRT B 0.32% 0.51% 0.32%
WMB A 0.28% 0.3% 0.28%
XOM B 0.25% 1.12% 0.25%
BFOR Overweight 337 Positions Relative to FDMO
Symbol Grade Weight
LEU C 0.45%
UAL A 0.41%
POWL C 0.4%
IESC B 0.38%
AGX B 0.38%
USLM A 0.38%
AXON A 0.36%
UPWK B 0.34%
PAY B 0.34%
STRL B 0.33%
AAON B 0.32%
APO B 0.32%
PAYO A 0.32%
CORT B 0.32%
RMBS C 0.31%
ALSN B 0.31%
RJF A 0.31%
IDCC A 0.31%
WFC A 0.31%
EXPE B 0.31%
CCL B 0.31%
IBKR A 0.31%
AIT A 0.3%
PCTY B 0.3%
PAYC B 0.3%
PEGA A 0.3%
DOCS C 0.3%
TILE B 0.3%
AMP A 0.29%
FLEX A 0.29%
NEWT B 0.29%
SUM B 0.29%
SNA A 0.29%
BKR B 0.29%
HLNE B 0.29%
MCB B 0.29%
SKWD A 0.29%
EXEL B 0.29%
CEIX A 0.29%
UNM A 0.29%
EWBC A 0.29%
LRN A 0.28%
PYPL B 0.28%
BBW B 0.28%
BL B 0.28%
QCRH A 0.28%
TXRH C 0.28%
PPC C 0.28%
ZM B 0.28%
FTNT C 0.28%
TGTX B 0.28%
APOG B 0.28%
AX A 0.28%
MTB A 0.28%
CW B 0.27%
PANW C 0.27%
DAKT B 0.27%
IBOC A 0.27%
UTI A 0.27%
ODFL B 0.27%
FAST B 0.27%
MTDR B 0.27%
PFBC B 0.27%
NOG A 0.27%
QLYS C 0.27%
BY B 0.27%
CASH A 0.27%
NTRS A 0.27%
WT B 0.27%
FOUR B 0.27%
NRP B 0.27%
ERII D 0.27%
HCKT B 0.27%
USAP B 0.27%
CSWI A 0.27%
MWA B 0.27%
FOX A 0.27%
AWI A 0.27%
CPAY A 0.27%
FITB A 0.26%
IBCP B 0.26%
WHD B 0.26%
BFC B 0.26%
WABC B 0.26%
FFIV B 0.26%
PODD C 0.26%
EA A 0.26%
ACIW B 0.26%
ITT A 0.26%
HCI C 0.26%
MGY A 0.26%
FN D 0.26%
CMPO A 0.26%
DECK A 0.26%
TDY B 0.26%
ADSK A 0.26%
LOPE B 0.26%
OZK B 0.26%
CUBI C 0.26%
PEBO A 0.26%
NIC B 0.26%
ATR B 0.26%
ACMR F 0.26%
ARLP A 0.26%
AMAL B 0.26%
FTDR A 0.26%
APH A 0.26%
PH A 0.26%
TRN C 0.26%
FULT A 0.26%
OII B 0.26%
CNO A 0.26%
FCNCA A 0.26%
CPRT A 0.26%
G B 0.26%
CHTR C 0.26%
RL B 0.26%
MLR B 0.26%
ORRF B 0.26%
BR A 0.25%
DCI B 0.25%
SLVM B 0.25%
MRO B 0.25%
ANF C 0.25%
TW A 0.25%
PAYX C 0.25%
RBA A 0.25%
HUBB B 0.25%
VIRT B 0.25%
REVG B 0.25%
CINF A 0.25%
WLDN D 0.25%
YELP C 0.25%
FIZZ C 0.25%
PLMR B 0.25%
ADP B 0.25%
WTS B 0.25%
IPAR B 0.25%
BELFB C 0.25%
SRCE B 0.25%
UTHR C 0.25%
LAUR A 0.25%
ORCL B 0.25%
WDAY B 0.25%
MLM B 0.25%
IRMD C 0.25%
APD A 0.25%
FDS B 0.25%
FCF A 0.25%
INGR B 0.25%
MCRI A 0.25%
ADMA B 0.25%
MBWM B 0.25%
DBX B 0.25%
SM B 0.25%
OSBC A 0.25%
EXP A 0.25%
AIZ A 0.25%
LKFN B 0.25%
EOG A 0.25%
HES B 0.25%
TCMD A 0.25%
CBT C 0.24%
XPEL C 0.24%
CME A 0.24%
FBP B 0.24%
RGA A 0.24%
CTSH B 0.24%
EPD A 0.24%
CMG B 0.24%
ALL A 0.24%
FMBH B 0.24%
MANH D 0.24%
DT C 0.24%
FANG D 0.24%
HEI B 0.24%
TBBK B 0.24%
V A 0.24%
BRO B 0.24%
AMPY C 0.24%
FSS B 0.24%
IT C 0.24%
DRI B 0.24%
VEEV C 0.24%
PLAB C 0.24%
OSIS B 0.24%
HNI B 0.24%
MOD A 0.24%
MPLX A 0.24%
ET A 0.24%
MA C 0.24%
HWKN B 0.24%
CPRX C 0.24%
GGG B 0.24%
WWD B 0.24%
SIG B 0.24%
CQP B 0.24%
CASY A 0.24%
CF B 0.24%
CSL C 0.24%
DOV A 0.24%
TSCO D 0.23%
SSNC B 0.23%
MPC D 0.23%
STBA B 0.23%
CACI D 0.23%
DVN F 0.23%
TEX D 0.23%
CHWY B 0.23%
MCO B 0.23%
NYT C 0.23%
WEC A 0.23%
NBIX C 0.23%
AFL B 0.23%
NTAP C 0.23%
OFG B 0.23%
BRC D 0.23%
OTTR C 0.23%
CHDN B 0.23%
VRSN F 0.23%
TGT F 0.23%
NOV C 0.23%
LNN B 0.23%
LII A 0.23%
COR B 0.23%
TRIN A 0.23%
WRB A 0.23%
SCCO F 0.23%
COOP B 0.23%
TOL B 0.23%
GL B 0.23%
ZBH C 0.23%
JWN C 0.23%
ADBE C 0.23%
THR B 0.23%
CHD B 0.23%
BMI B 0.23%
KNSL B 0.23%
SBR B 0.23%
SYK C 0.23%
CWCO C 0.22%
CBOE B 0.22%
HESM B 0.22%
TPH D 0.22%
ON D 0.22%
IBM C 0.22%
WES C 0.22%
SHOO D 0.22%
CNA B 0.22%
IMMR C 0.22%
UFPT B 0.22%
MSA D 0.22%
NEU C 0.22%
JKHY D 0.22%
BLDR D 0.22%
SO D 0.22%
RNR C 0.22%
SPGI C 0.22%
SYY B 0.22%
BURL A 0.22%
NVR D 0.22%
KOS F 0.22%
MMM D 0.22%
FDX B 0.22%
AMAT F 0.22%
ROL B 0.22%
QCOM F 0.22%
YETI C 0.22%
WFRD D 0.21%
MBIN D 0.21%
SKX D 0.21%
RMD C 0.21%
ZTS D 0.21%
VITL D 0.21%
WSM B 0.21%
VAL D 0.21%
JNJ D 0.21%
PHM D 0.21%
HRB D 0.21%
XYL D 0.21%
IBP D 0.21%
TH C 0.21%
APA D 0.21%
EGY D 0.21%
FC F 0.21%
ROST C 0.21%
COKE C 0.21%
MHO D 0.21%
AMPH D 0.21%
HOLX D 0.21%
DVA B 0.21%
MEDP D 0.21%
PEP F 0.21%
NSSC D 0.21%
BMRN D 0.21%
VLTO D 0.21%
IPG D 0.21%
DKS C 0.21%
LEN D 0.21%
EG C 0.21%
MOH F 0.2%
HALO F 0.2%
HOG D 0.2%
IQV D 0.2%
FCN D 0.2%
YOU D 0.2%
KLAC D 0.2%
BOOT D 0.2%
GRBK D 0.2%
ONTO D 0.2%
ACGL D 0.2%
FMC D 0.2%
DFIN D 0.2%
WMS D 0.2%
HSY F 0.2%
HY D 0.2%
PTGX C 0.2%
AKAM D 0.2%
AOS F 0.2%
WING D 0.19%
COLL F 0.19%
DFH D 0.19%
FSLR F 0.19%
DHI D 0.19%
UHS D 0.19%
INSW F 0.19%
LNW D 0.19%
HRMY D 0.19%
HRTG C 0.18%
SIGA F 0.18%
CRUS D 0.18%
CROX D 0.17%
LNTH D 0.17%
BLBD D 0.17%
TDW F 0.16%
ASC F 0.15%
REGN F 0.15%
BFOR Underweight 71 Positions Relative to FDMO
Symbol Grade Weight
BRK.A B -2.14%
AVGO D -2.03%
TSLA B -2.03%
BAC A -1.21%
COIN C -1.09%
HD A -1.08%
ABBV D -1.08%
GS A -0.99%
BSX B -0.95%
DHR F -0.92%
PG A -0.92%
NTRA B -0.87%
WMT A -0.86%
FICO B -0.86%
HOOD B -0.83%
KKR A -0.8%
HCA F -0.78%
QTWO A -0.78%
GKOS B -0.74%
GE D -0.74%
RVMD C -0.73%
BK A -0.7%
RNA D -0.7%
UBER D -0.67%
CVX A -0.67%
EVR B -0.67%
RTX C -0.66%
FIS C -0.65%
KO D -0.61%
TT A -0.59%
JXN C -0.59%
PM B -0.55%
T A -0.52%
CARR D -0.51%
LIN D -0.51%
TDG D -0.5%
GM B -0.5%
NEE D -0.47%
ZETA D -0.43%
TRU D -0.4%
SN D -0.39%
LDOS C -0.38%
CVNA B -0.38%
MO A -0.37%
DUK C -0.35%
TTD B -0.32%
LUMN C -0.32%
VST B -0.31%
SHW A -0.29%
KMI A -0.28%
PEG A -0.28%
WELL A -0.28%
AEP D -0.28%
SPG B -0.25%
FRPT B -0.24%
PSA D -0.24%
DLR B -0.24%
CBRE B -0.21%
NEM D -0.2%
DTM B -0.2%
EXR D -0.2%
IRM D -0.19%
EQR B -0.19%
ESS B -0.18%
SW A -0.17%
JLL D -0.16%
PKG A -0.16%
IFF D -0.15%
SLG B -0.15%
VNO B -0.15%
ATI D -0.14%
Compare ETFs