BFOR vs. FHEQ ETF Comparison
Comparison of Barron's 400 (BFOR) to Fidelity Hedged Equity ETF (FHEQ)
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
$76.13
Average Daily Volume
4,027
Number of Holdings
*
388
* may have additional holdings in another (foreign) market
FHEQ
Fidelity Hedged Equity ETF
FHEQ Description
FHEQ is actively managed, investing in equity securities with market caps similar to the S&P 500 and Russell 1000. The fund utilizes quantitative analysis and options for downside protection.Grade (RS Rating)
Last Trade
$27.66
Average Daily Volume
23,917
Number of Holdings
*
169
* may have additional holdings in another (foreign) market
Performance
| Period | BFOR | FHEQ |
|---|---|---|
| 30 Days | 3.27% | 0.69% |
| 60 Days | 6.85% | 3.18% |
| 90 Days | 9.67% | 4.08% |
| 12 Months | 33.08% |
63 Overlapping Holdings
| Symbol | Grade | Weight in BFOR | Weight in FHEQ | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 0.24% | 7.05% | 0.24% | |
| ADBE | D | 0.23% | 0.96% | 0.23% | |
| ADP | B | 0.25% | 0.16% | 0.16% | |
| ALL | A | 0.24% | 0.07% | 0.07% | |
| AMAT | F | 0.22% | 0.75% | 0.22% | |
| AMZN | B | 0.26% | 3.61% | 0.26% | |
| ANET | C | 0.25% | 0.08% | 0.08% | |
| ANF | C | 0.25% | 0.33% | 0.25% | |
| AXP | B | 0.25% | 0.42% | 0.25% | |
| CACI | C | 0.23% | 0.37% | 0.23% | |
| CAT | C | 0.25% | 0.48% | 0.25% | |
| CCL | A | 0.31% | 0.05% | 0.05% | |
| CINF | A | 0.25% | 0.12% | 0.12% | |
| CL | D | 0.2% | 0.55% | 0.2% | |
| CME | A | 0.24% | 0.36% | 0.24% | |
| CMG | C | 0.24% | 0.55% | 0.24% | |
| COST | A | 0.23% | 0.45% | 0.23% | |
| CRUS | F | 0.18% | 0.06% | 0.06% | |
| CTAS | B | 0.24% | 0.67% | 0.24% | |
| DBX | C | 0.25% | 0.53% | 0.25% | |
| DVN | F | 0.23% | 0.51% | 0.23% | |
| ECL | D | 0.22% | 0.61% | 0.22% | |
| EOG | A | 0.25% | 0.27% | 0.25% | |
| EXEL | B | 0.29% | 0.5% | 0.29% | |
| FTI | A | 0.26% | 0.17% | 0.17% | |
| FTNT | B | 0.28% | 0.14% | 0.14% | |
| GL | C | 0.23% | 0.2% | 0.2% | |
| GOOGL | B | 0.26% | 2.05% | 0.26% | |
| HWM | A | 0.27% | 0.27% | 0.27% | |
| JNJ | D | 0.21% | 0.59% | 0.21% | |
| JPM | A | 0.26% | 1.75% | 0.26% | |
| KLAC | F | 0.2% | 0.57% | 0.2% | |
| LLY | F | 0.19% | 0.84% | 0.19% | |
| LNW | F | 0.19% | 0.18% | 0.18% | |
| MA | B | 0.24% | 1.33% | 0.24% | |
| MEDP | D | 0.21% | 0.35% | 0.21% | |
| META | C | 0.24% | 2.96% | 0.24% | |
| MHO | D | 0.21% | 0.02% | 0.02% | |
| MMM | D | 0.22% | 0.22% | 0.22% | |
| MSFT | D | 0.23% | 5.62% | 0.23% | |
| MSI | B | 0.26% | 0.24% | 0.24% | |
| NBIX | C | 0.23% | 0.11% | 0.11% | |
| NFLX | A | 0.28% | 1.21% | 0.28% | |
| NVDA | A | 0.29% | 7.54% | 0.29% | |
| ORCL | A | 0.25% | 0.04% | 0.04% | |
| PEGA | B | 0.3% | 0.17% | 0.17% | |
| PGR | B | 0.23% | 0.64% | 0.23% | |
| PYPL | B | 0.28% | 0.54% | 0.28% | |
| QCOM | F | 0.22% | 0.82% | 0.22% | |
| ROST | D | 0.21% | 0.1% | 0.1% | |
| SCCO | F | 0.23% | 0.04% | 0.04% | |
| SPGI | D | 0.22% | 0.41% | 0.22% | |
| TJX | A | 0.23% | 0.72% | 0.23% | |
| TMUS | B | 0.27% | 0.07% | 0.07% | |
| TPH | D | 0.22% | 0.15% | 0.15% | |
| UHS | D | 0.19% | 0.08% | 0.08% | |
| UNM | A | 0.29% | 0.01% | 0.01% | |
| UTHR | C | 0.25% | 0.06% | 0.06% | |
| V | A | 0.24% | 0.46% | 0.24% | |
| VEEV | C | 0.24% | 0.13% | 0.13% | |
| WDAY | C | 0.25% | 0.16% | 0.16% | |
| XOM | B | 0.25% | 1.51% | 0.25% | |
| ZM | B | 0.28% | 0.57% | 0.28% |
BFOR Overweight 325 Positions Relative to FHEQ
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | A | 0.56% | |
| LEU | C | 0.45% | |
| UAL | A | 0.41% | |
| POWL | C | 0.4% | |
| IESC | A | 0.38% | |
| AGX | B | 0.38% | |
| USLM | A | 0.38% | |
| TPL | A | 0.37% | |
| PLTR | A | 0.37% | |
| AXON | A | 0.36% | |
| UPWK | C | 0.34% | |
| PAY | A | 0.34% | |
| STRL | A | 0.33% | |
| RCL | A | 0.32% | |
| VRT | A | 0.32% | |
| AAON | B | 0.32% | |
| APO | A | 0.32% | |
| PAYO | A | 0.32% | |
| CORT | C | 0.32% | |
| RMBS | C | 0.31% | |
| ALSN | B | 0.31% | |
| RJF | A | 0.31% | |
| IDCC | B | 0.31% | |
| WFC | A | 0.31% | |
| EXPE | B | 0.31% | |
| SYF | B | 0.31% | |
| IBKR | A | 0.31% | |
| AIT | B | 0.3% | |
| PCTY | B | 0.3% | |
| PAYC | B | 0.3% | |
| DOCS | C | 0.3% | |
| SFM | A | 0.3% | |
| TILE | B | 0.3% | |
| AMP | A | 0.29% | |
| FLEX | B | 0.29% | |
| NEWT | B | 0.29% | |
| SUM | B | 0.29% | |
| FIX | A | 0.29% | |
| TRGP | A | 0.29% | |
| SNA | B | 0.29% | |
| BKR | B | 0.29% | |
| HLNE | A | 0.29% | |
| MCB | B | 0.29% | |
| SKWD | A | 0.29% | |
| MLI | B | 0.29% | |
| CEIX | A | 0.29% | |
| EWBC | A | 0.29% | |
| LRN | A | 0.28% | |
| BBW | B | 0.28% | |
| BL | C | 0.28% | |
| QCRH | B | 0.28% | |
| EME | A | 0.28% | |
| WMB | A | 0.28% | |
| TXRH | B | 0.28% | |
| PPC | B | 0.28% | |
| CRS | A | 0.28% | |
| GDDY | A | 0.28% | |
| BKNG | A | 0.28% | |
| TGTX | B | 0.28% | |
| APOG | B | 0.28% | |
| AX | B | 0.28% | |
| MTB | A | 0.28% | |
| CW | B | 0.27% | |
| PANW | B | 0.27% | |
| DAKT | B | 0.27% | |
| IBOC | B | 0.27% | |
| UTI | A | 0.27% | |
| ODFL | B | 0.27% | |
| FAST | B | 0.27% | |
| MTDR | C | 0.27% | |
| PFBC | B | 0.27% | |
| NOG | B | 0.27% | |
| QLYS | C | 0.27% | |
| BY | B | 0.27% | |
| CASH | B | 0.27% | |
| NTRS | A | 0.27% | |
| WT | A | 0.27% | |
| FOUR | A | 0.27% | |
| NRP | B | 0.27% | |
| ERII | D | 0.27% | |
| HCKT | B | 0.27% | |
| USAP | A | 0.27% | |
| CSWI | A | 0.27% | |
| MWA | B | 0.27% | |
| FOX | A | 0.27% | |
| AWI | B | 0.27% | |
| CPAY | A | 0.27% | |
| FITB | B | 0.26% | |
| IBCP | B | 0.26% | |
| WHD | B | 0.26% | |
| BFC | B | 0.26% | |
| WABC | B | 0.26% | |
| FFIV | B | 0.26% | |
| PODD | B | 0.26% | |
| EA | A | 0.26% | |
| ACIW | B | 0.26% | |
| ITT | A | 0.26% | |
| HCI | C | 0.26% | |
| MGY | A | 0.26% | |
| FN | B | 0.26% | |
| CMPO | B | 0.26% | |
| DECK | A | 0.26% | |
| URI | B | 0.26% | |
| LPX | B | 0.26% | |
| TDY | B | 0.26% | |
| CEG | C | 0.26% | |
| ADSK | B | 0.26% | |
| LOPE | B | 0.26% | |
| OZK | B | 0.26% | |
| CUBI | C | 0.26% | |
| PEBO | B | 0.26% | |
| NRG | B | 0.26% | |
| NIC | B | 0.26% | |
| ATR | B | 0.26% | |
| ACMR | F | 0.26% | |
| OKE | A | 0.26% | |
| ARLP | A | 0.26% | |
| AMAL | B | 0.26% | |
| CVLT | B | 0.26% | |
| FTDR | B | 0.26% | |
| APH | B | 0.26% | |
| PH | B | 0.26% | |
| TRN | A | 0.26% | |
| FULT | B | 0.26% | |
| OII | B | 0.26% | |
| CNO | B | 0.26% | |
| FCNCA | A | 0.26% | |
| CPRT | B | 0.26% | |
| G | B | 0.26% | |
| CHTR | B | 0.26% | |
| RL | C | 0.26% | |
| MLR | C | 0.26% | |
| ORRF | B | 0.26% | |
| BR | B | 0.25% | |
| DCI | B | 0.25% | |
| SLVM | C | 0.25% | |
| MRO | A | 0.25% | |
| TW | A | 0.25% | |
| PAYX | B | 0.25% | |
| ISRG | A | 0.25% | |
| RBA | A | 0.25% | |
| HUBB | B | 0.25% | |
| VIRT | A | 0.25% | |
| REVG | B | 0.25% | |
| WLDN | C | 0.25% | |
| YELP | C | 0.25% | |
| FIZZ | C | 0.25% | |
| PLMR | A | 0.25% | |
| WTS | B | 0.25% | |
| IPAR | C | 0.25% | |
| BELFB | C | 0.25% | |
| SRCE | B | 0.25% | |
| LAUR | A | 0.25% | |
| MLM | B | 0.25% | |
| IRMD | C | 0.25% | |
| APD | A | 0.25% | |
| FDS | B | 0.25% | |
| FCF | B | 0.25% | |
| INGR | B | 0.25% | |
| MCRI | A | 0.25% | |
| ADMA | C | 0.25% | |
| MBWM | B | 0.25% | |
| SM | C | 0.25% | |
| OSBC | B | 0.25% | |
| EXP | B | 0.25% | |
| AIZ | A | 0.25% | |
| LKFN | B | 0.25% | |
| HES | B | 0.25% | |
| TCMD | B | 0.25% | |
| CBT | C | 0.24% | |
| XPEL | C | 0.24% | |
| FBP | B | 0.24% | |
| RGA | B | 0.24% | |
| CTSH | C | 0.24% | |
| EPD | A | 0.24% | |
| FMBH | B | 0.24% | |
| MANH | D | 0.24% | |
| DT | C | 0.24% | |
| FANG | D | 0.24% | |
| HEI | A | 0.24% | |
| TBBK | B | 0.24% | |
| BRO | B | 0.24% | |
| AMPY | D | 0.24% | |
| FSS | B | 0.24% | |
| IT | C | 0.24% | |
| DRI | C | 0.24% | |
| PLAB | D | 0.24% | |
| OSIS | A | 0.24% | |
| HNI | B | 0.24% | |
| MOD | A | 0.24% | |
| MPLX | A | 0.24% | |
| ET | A | 0.24% | |
| HWKN | B | 0.24% | |
| CPRX | C | 0.24% | |
| GGG | B | 0.24% | |
| WWD | B | 0.24% | |
| SIG | C | 0.24% | |
| CQP | B | 0.24% | |
| CASY | A | 0.24% | |
| CF | A | 0.24% | |
| CSL | C | 0.24% | |
| DOV | B | 0.24% | |
| TSCO | D | 0.23% | |
| THC | C | 0.23% | |
| SSNC | C | 0.23% | |
| MPC | D | 0.23% | |
| STBA | B | 0.23% | |
| TEX | D | 0.23% | |
| DY | C | 0.23% | |
| CHWY | B | 0.23% | |
| MCO | D | 0.23% | |
| NYT | D | 0.23% | |
| WEC | A | 0.23% | |
| AFL | C | 0.23% | |
| NTAP | C | 0.23% | |
| OFG | B | 0.23% | |
| BRC | C | 0.23% | |
| OTTR | C | 0.23% | |
| HIG | B | 0.23% | |
| CHDN | C | 0.23% | |
| VRSN | F | 0.23% | |
| TGT | B | 0.23% | |
| NOV | D | 0.23% | |
| LNN | B | 0.23% | |
| LII | A | 0.23% | |
| COR | B | 0.23% | |
| TRIN | A | 0.23% | |
| WRB | B | 0.23% | |
| COOP | B | 0.23% | |
| TOL | B | 0.23% | |
| ZBH | C | 0.23% | |
| JWN | C | 0.23% | |
| THR | B | 0.23% | |
| CHD | A | 0.23% | |
| BMI | C | 0.23% | |
| KNSL | B | 0.23% | |
| SBR | B | 0.23% | |
| SYK | A | 0.23% | |
| CWCO | C | 0.22% | |
| CBOE | C | 0.22% | |
| HESM | A | 0.22% | |
| ON | F | 0.22% | |
| IBM | C | 0.22% | |
| WES | C | 0.22% | |
| SHOO | D | 0.22% | |
| CNA | C | 0.22% | |
| IMMR | F | 0.22% | |
| UFPT | C | 0.22% | |
| MSA | D | 0.22% | |
| NEU | D | 0.22% | |
| JKHY | D | 0.22% | |
| BLDR | D | 0.22% | |
| SO | C | 0.22% | |
| EBAY | D | 0.22% | |
| RNR | C | 0.22% | |
| SYY | D | 0.22% | |
| BURL | A | 0.22% | |
| NVR | D | 0.22% | |
| KOS | D | 0.22% | |
| FDX | B | 0.22% | |
| ROL | B | 0.22% | |
| YETI | D | 0.22% | |
| WFRD | F | 0.21% | |
| MBIN | F | 0.21% | |
| SKX | F | 0.21% | |
| RMD | C | 0.21% | |
| ZTS | D | 0.21% | |
| VITL | D | 0.21% | |
| WSM | D | 0.21% | |
| VAL | F | 0.21% | |
| PHM | D | 0.21% | |
| HRB | D | 0.21% | |
| XYL | D | 0.21% | |
| KMB | C | 0.21% | |
| IBP | F | 0.21% | |
| TH | C | 0.21% | |
| APA | F | 0.21% | |
| EGY | F | 0.21% | |
| FC | F | 0.21% | |
| COKE | C | 0.21% | |
| AMPH | F | 0.21% | |
| HOLX | D | 0.21% | |
| DVA | C | 0.21% | |
| PEP | F | 0.21% | |
| NSSC | F | 0.21% | |
| BMRN | F | 0.21% | |
| VLTO | C | 0.21% | |
| IPG | F | 0.21% | |
| DKS | D | 0.21% | |
| LEN | D | 0.21% | |
| EG | D | 0.21% | |
| MOH | F | 0.2% | |
| HALO | F | 0.2% | |
| HOG | F | 0.2% | |
| IQV | F | 0.2% | |
| FCN | F | 0.2% | |
| YOU | D | 0.2% | |
| BOOT | D | 0.2% | |
| GRBK | D | 0.2% | |
| ONTO | F | 0.2% | |
| ACGL | D | 0.2% | |
| FMC | D | 0.2% | |
| DFIN | D | 0.2% | |
| WMS | F | 0.2% | |
| HSY | F | 0.2% | |
| HY | D | 0.2% | |
| PTGX | D | 0.2% | |
| AKAM | F | 0.2% | |
| AOS | F | 0.2% | |
| WING | D | 0.19% | |
| COLL | F | 0.19% | |
| DFH | F | 0.19% | |
| FSLR | F | 0.19% | |
| DHI | D | 0.19% | |
| INSW | F | 0.19% | |
| HRMY | F | 0.19% | |
| HRTG | C | 0.18% | |
| SIGA | F | 0.18% | |
| CROX | F | 0.17% | |
| LNTH | F | 0.17% | |
| BLBD | F | 0.17% | |
| TDW | F | 0.16% | |
| MPWR | F | 0.15% | |
| ASC | D | 0.15% | |
| REGN | F | 0.15% |
BFOR Underweight 106 Positions Relative to FHEQ
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | -2.12% | |
| GOOG | B | -1.98% | |
| AVGO | C | -1.73% | |
| HD | A | -1.27% | |
| CRM | B | -1.23% | |
| TSLA | A | -1.15% | |
| BAC | A | -1.13% | |
| ABBV | F | -1.0% | |
| PM | A | -0.85% | |
| CMCSA | B | -0.83% | |
| PG | C | -0.82% | |
| CSCO | B | -0.8% | |
| WMT | A | -0.79% | |
| GILD | C | -0.77% | |
| BMY | A | -0.77% | |
| LMT | D | -0.73% | |
| UNP | D | -0.73% | |
| NEE | C | -0.69% | |
| TT | A | -0.68% | |
| MRK | F | -0.66% | |
| CI | D | -0.65% | |
| T | A | -0.63% | |
| SQ | A | -0.6% | |
| BDX | F | -0.59% | |
| NOC | D | -0.59% | |
| CSX | C | -0.58% | |
| UNH | C | -0.58% | |
| PFE | F | -0.58% | |
| SEIC | B | -0.54% | |
| SCHW | A | -0.53% | |
| C | B | -0.53% | |
| MU | D | -0.53% | |
| MMC | D | -0.52% | |
| TRV | A | -0.52% | |
| CVNA | A | -0.51% | |
| TXT | D | -0.49% | |
| IGT | F | -0.49% | |
| MSCI | B | -0.49% | |
| ZBRA | B | -0.48% | |
| RTX | D | -0.45% | |
| GE | D | -0.45% | |
| PCAR | C | -0.43% | |
| DIS | B | -0.42% | |
| CAH | B | -0.42% | |
| ALLE | D | -0.4% | |
| LDOS | C | -0.39% | |
| WM | B | -0.38% | |
| BK | B | -0.35% | |
| TDC | D | -0.34% | |
| NOW | B | -0.34% | |
| NUE | D | -0.33% | |
| PPG | F | -0.32% | |
| WTW | B | -0.31% | |
| GRMN | B | -0.31% | |
| SKYW | B | -0.3% | |
| TMO | F | -0.28% | |
| INCY | C | -0.28% | |
| AMGN | D | -0.26% | |
| ALRM | C | -0.26% | |
| NSC | B | -0.26% | |
| LRCX | F | -0.24% | |
| BIIB | F | -0.22% | |
| TROW | B | -0.22% | |
| CVS | F | -0.21% | |
| LHX | B | -0.21% | |
| AMT | D | -0.21% | |
| VZ | C | -0.2% | |
| DOCU | B | -0.2% | |
| XEL | A | -0.2% | |
| CLX | A | -0.19% | |
| GAP | D | -0.18% | |
| IDXX | F | -0.18% | |
| HLT | A | -0.18% | |
| PSA | C | -0.18% | |
| GEHC | D | -0.17% | |
| MS | A | -0.16% | |
| MGM | D | -0.15% | |
| ETN | B | -0.15% | |
| SPG | A | -0.15% | |
| UBER | F | -0.14% | |
| F | C | -0.14% | |
| SOLV | F | -0.13% | |
| GEN | B | -0.13% | |
| BAH | D | -0.12% | |
| DASH | A | -0.12% | |
| QRVO | F | -0.11% | |
| KR | B | -0.11% | |
| AME | A | -0.1% | |
| VST | A | -0.1% | |
| PLTK | B | -0.1% | |
| DOC | D | -0.08% | |
| LYFT | C | -0.07% | |
| BCC | C | -0.07% | |
| L | A | -0.07% | |
| MDLZ | F | -0.07% | |
| BBWI | C | -0.07% | |
| CNC | F | -0.06% | |
| IFF | D | -0.05% | |
| STLD | B | -0.05% | |
| RSG | A | -0.04% | |
| ED | C | -0.04% | |
| LPLA | A | -0.03% | |
| CVX | A | -0.02% | |
| TWLO | A | -0.02% | |
| NWL | B | -0.01% | |
| OGE | A | -0.01% |
BFOR: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Software - Application
Diversified Industrials
Oil & Gas E&P
Biotechnology
Business Services
Building Materials
Insurance - Property & Casualty
Software - Infrastructure
Capital Markets
Oil & Gas Midstream
Residential Construction
Asset Management
Engineering & Construction
Oil & Gas Equipment & Services
Specialty Retail
Internet Content & Information
Credit Services
Education & Training Services
Information Technology Services
FHEQ: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Apparel Stores
Capital Markets
Insurance - Property & Casualty
Semiconductors
Telecom Services
Aerospace & Defense
Biotechnology
Credit Services
Health Care Plans
Household & Personal Products
Specialty Industrial Machinery
Utilities - Regulated Electric
Asset Management
Banks - Global
Business Services
Communication Equipment
Diagnostics & Research
Diversified Industrials
Compare ETFs
