EFIV vs. FDLO ETF Comparison
Comparison of SPDR S&P 500 ESG ETF (EFIV) to Fidelity Low Volatility Factor ETF (FDLO)
EFIV
SPDR S&P 500 ESG ETF
EFIV Description
• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 Index
Grade (RS Rating)
Last Trade
$57.77
Average Daily Volume
109,257
Number of Holdings
*
313
* may have additional holdings in another (foreign) market
FDLO
Fidelity Low Volatility Factor ETF
FDLO Description
The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity U.S. Low Volatility Factor Index. Normally investing at least 80% of assets in securities included in the Fidelity U.S. Low Volatility Factor Index, which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies with lower volatility than the broader market.Grade (RS Rating)
Last Trade
$61.98
Average Daily Volume
74,193
Number of Holdings
*
125
* may have additional holdings in another (foreign) market
Performance
| Period | EFIV | FDLO |
|---|---|---|
| 30 Days | 2.81% | 0.81% |
| 60 Days | 4.79% | 1.49% |
| 90 Days | 5.59% | 4.05% |
| 12 Months | 30.64% | 21.68% |
71 Overlapping Holdings
| Symbol | Grade | Weight in EFIV | Weight in FDLO | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 9.53% | 7.26% | 7.26% | |
| ABBV | D | 0.84% | 0.98% | 0.84% | |
| ABT | B | 0.56% | 0.9% | 0.56% | |
| ACN | C | 0.65% | 1.6% | 0.65% | |
| ADP | B | 0.35% | 0.66% | 0.35% | |
| AIZ | A | 0.03% | 0.61% | 0.03% | |
| AJG | B | 0.18% | 0.61% | 0.18% | |
| AKAM | D | 0.04% | 1.03% | 0.04% | |
| AMCR | D | 0.04% | 0.15% | 0.04% | |
| AMGN | D | 0.45% | 0.71% | 0.45% | |
| AMT | D | 0.25% | 0.29% | 0.25% | |
| APD | A | 0.19% | 0.27% | 0.19% | |
| AVY | D | 0.05% | 0.14% | 0.05% | |
| BDX | F | 0.19% | 0.6% | 0.19% | |
| CB | C | 0.3% | 0.72% | 0.3% | |
| CBOE | B | 0.06% | 0.55% | 0.06% | |
| CL | D | 0.21% | 0.35% | 0.21% | |
| CMCSA | B | 0.47% | 0.95% | 0.47% | |
| CME | A | 0.23% | 0.69% | 0.23% | |
| CSCO | B | 0.66% | 1.77% | 0.66% | |
| CSGP | D | 0.09% | 0.18% | 0.09% | |
| CTVA | C | 0.11% | 0.2% | 0.11% | |
| CVX | A | 0.75% | 0.69% | 0.69% | |
| DLR | B | 0.15% | 0.26% | 0.15% | |
| EA | A | 0.11% | 0.72% | 0.11% | |
| ECL | D | 0.18% | 0.24% | 0.18% | |
| ED | D | 0.09% | 0.25% | 0.09% | |
| EQIX | A | 0.24% | 0.31% | 0.24% | |
| EQR | B | 0.07% | 0.18% | 0.07% | |
| ETN | A | 0.41% | 0.72% | 0.41% | |
| FDS | B | 0.05% | 0.59% | 0.05% | |
| GIS | D | 0.1% | 0.28% | 0.1% | |
| GOOGL | C | 2.92% | 4.12% | 2.92% | |
| HD | A | 1.13% | 1.19% | 1.13% | |
| HSY | F | 0.08% | 0.24% | 0.08% | |
| ITW | B | 0.21% | 0.56% | 0.21% | |
| JKHY | D | 0.04% | 0.51% | 0.04% | |
| JPM | A | 1.91% | 1.89% | 1.89% | |
| KMI | A | 0.14% | 0.3% | 0.14% | |
| KO | D | 0.68% | 0.66% | 0.66% | |
| LIN | D | 0.61% | 0.53% | 0.53% | |
| LLY | F | 1.79% | 1.57% | 1.57% | |
| LOW | D | 0.43% | 0.71% | 0.43% | |
| MA | C | 1.2% | 1.34% | 1.2% | |
| MCD | D | 0.59% | 0.8% | 0.59% | |
| MDLZ | F | 0.25% | 0.37% | 0.25% | |
| MMC | B | 0.31% | 0.67% | 0.31% | |
| MRK | F | 0.7% | 0.88% | 0.7% | |
| MSFT | F | 8.8% | 6.93% | 6.93% | |
| NKE | D | 0.26% | 0.56% | 0.26% | |
| OTIS | C | 0.11% | 0.47% | 0.11% | |
| PAYX | C | 0.13% | 0.51% | 0.13% | |
| PEP | F | 0.63% | 0.62% | 0.62% | |
| PG | A | 1.09% | 0.99% | 0.99% | |
| PSA | D | 0.15% | 0.25% | 0.15% | |
| REGN | F | 0.24% | 0.5% | 0.24% | |
| RSG | A | 0.12% | 0.47% | 0.12% | |
| SBUX | A | 0.32% | 0.7% | 0.32% | |
| SHW | A | 0.25% | 0.3% | 0.25% | |
| T | A | 0.45% | 0.99% | 0.45% | |
| TJX | A | 0.38% | 0.65% | 0.38% | |
| TMUS | B | 0.33% | 0.97% | 0.33% | |
| TRV | B | 0.16% | 0.69% | 0.16% | |
| TSCO | D | 0.08% | 0.46% | 0.08% | |
| UNH | C | 1.56% | 1.55% | 1.55% | |
| UNP | C | 0.41% | 0.63% | 0.41% | |
| V | A | 1.44% | 1.47% | 1.44% | |
| WM | A | 0.23% | 0.55% | 0.23% | |
| WMB | A | 0.19% | 0.34% | 0.19% | |
| WMT | A | 1.03% | 0.95% | 0.95% | |
| XOM | B | 1.5% | 1.17% | 1.17% |
EFIV Overweight 242 Positions Relative to FDLO
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 10.02% | |
| TSLA | B | 2.55% | |
| GOOG | C | 2.42% | |
| COST | B | 1.15% | |
| CRM | B | 0.92% | |
| BAC | A | 0.86% | |
| ADBE | C | 0.66% | |
| AMD | F | 0.63% | |
| GE | D | 0.55% | |
| DIS | B | 0.52% | |
| CAT | B | 0.52% | |
| GS | A | 0.52% | |
| QCOM | F | 0.5% | |
| MS | A | 0.46% | |
| AXP | A | 0.45% | |
| SPGI | C | 0.45% | |
| DHR | F | 0.43% | |
| UBER | D | 0.42% | |
| AMAT | F | 0.42% | |
| NEE | D | 0.42% | |
| BLK | C | 0.4% | |
| C | A | 0.37% | |
| SYK | C | 0.37% | |
| BSX | B | 0.36% | |
| FI | A | 0.34% | |
| SCHW | B | 0.33% | |
| BMY | B | 0.33% | |
| GILD | C | 0.32% | |
| MU | D | 0.31% | |
| MDT | D | 0.31% | |
| INTC | D | 0.3% | |
| PLD | D | 0.3% | |
| DE | A | 0.28% | |
| ELV | F | 0.27% | |
| LRCX | F | 0.27% | |
| UPS | C | 0.27% | |
| CI | F | 0.26% | |
| TT | A | 0.26% | |
| PYPL | B | 0.25% | |
| ICE | C | 0.25% | |
| PH | A | 0.25% | |
| KLAC | D | 0.24% | |
| CMG | B | 0.23% | |
| PNC | B | 0.23% | |
| AON | A | 0.23% | |
| WELL | A | 0.22% | |
| USB | A | 0.22% | |
| ZTS | D | 0.22% | |
| EMR | A | 0.21% | |
| MCO | B | 0.21% | |
| CTAS | B | 0.21% | |
| CSX | B | 0.2% | |
| COF | B | 0.2% | |
| TGT | F | 0.2% | |
| MAR | B | 0.19% | |
| ADSK | A | 0.19% | |
| CVS | D | 0.19% | |
| OKE | A | 0.18% | |
| CARR | D | 0.18% | |
| GM | B | 0.18% | |
| NSC | B | 0.17% | |
| PCAR | B | 0.17% | |
| SLB | C | 0.17% | |
| FCX | D | 0.17% | |
| HLT | A | 0.17% | |
| TFC | A | 0.17% | |
| AFL | B | 0.16% | |
| BK | A | 0.16% | |
| JCI | C | 0.16% | |
| URI | B | 0.16% | |
| SRE | A | 0.16% | |
| ALL | A | 0.15% | |
| GWW | B | 0.15% | |
| MPC | D | 0.15% | |
| PSX | C | 0.15% | |
| AMP | A | 0.15% | |
| RCL | A | 0.15% | |
| FIS | C | 0.14% | |
| MSCI | C | 0.14% | |
| AIG | B | 0.14% | |
| CMI | A | 0.14% | |
| AME | A | 0.13% | |
| ROST | C | 0.13% | |
| NEM | D | 0.13% | |
| DHI | D | 0.13% | |
| MET | A | 0.13% | |
| PWR | A | 0.13% | |
| DAL | C | 0.12% | |
| IR | B | 0.12% | |
| TRGP | B | 0.12% | |
| BKR | B | 0.12% | |
| PEG | A | 0.12% | |
| COR | B | 0.12% | |
| AXON | A | 0.12% | |
| DFS | B | 0.12% | |
| VLO | C | 0.12% | |
| PRU | A | 0.12% | |
| SYY | B | 0.11% | |
| KDP | D | 0.11% | |
| ACGL | D | 0.11% | |
| YUM | B | 0.11% | |
| EXC | C | 0.11% | |
| A | D | 0.11% | |
| KR | B | 0.11% | |
| HES | B | 0.11% | |
| EW | C | 0.11% | |
| CBRE | B | 0.11% | |
| VRSK | A | 0.11% | |
| HIG | B | 0.1% | |
| OXY | D | 0.1% | |
| RMD | C | 0.1% | |
| WAB | B | 0.1% | |
| EXR | D | 0.1% | |
| HUM | C | 0.1% | |
| MTB | A | 0.1% | |
| IDXX | F | 0.1% | |
| HPQ | B | 0.1% | |
| LULU | C | 0.1% | |
| CNC | D | 0.09% | |
| CAH | B | 0.09% | |
| DOW | F | 0.09% | |
| ETR | B | 0.09% | |
| EIX | B | 0.09% | |
| FITB | A | 0.09% | |
| WTW | B | 0.09% | |
| ROK | B | 0.09% | |
| AVB | B | 0.09% | |
| NDAQ | A | 0.09% | |
| FANG | D | 0.09% | |
| IRM | D | 0.09% | |
| DECK | A | 0.08% | |
| DOV | A | 0.08% | |
| KHC | F | 0.08% | |
| STT | A | 0.08% | |
| HPE | B | 0.08% | |
| PPG | F | 0.08% | |
| ON | D | 0.08% | |
| TTWO | A | 0.08% | |
| GPN | B | 0.08% | |
| RJF | A | 0.08% | |
| XYL | D | 0.08% | |
| EBAY | D | 0.08% | |
| RF | A | 0.07% | |
| HUBB | B | 0.07% | |
| BIIB | F | 0.07% | |
| DVN | F | 0.07% | |
| CCL | B | 0.07% | |
| ADM | D | 0.07% | |
| SW | A | 0.07% | |
| HBAN | A | 0.07% | |
| SYF | B | 0.07% | |
| EQT | B | 0.07% | |
| MTD | D | 0.07% | |
| AWK | D | 0.07% | |
| CPAY | A | 0.07% | |
| PHM | D | 0.07% | |
| BR | A | 0.07% | |
| TROW | B | 0.07% | |
| HAL | C | 0.07% | |
| VTR | C | 0.07% | |
| FTV | C | 0.07% | |
| OMC | C | 0.06% | |
| WDC | D | 0.06% | |
| CFG | B | 0.06% | |
| NTRS | A | 0.06% | |
| LYB | F | 0.06% | |
| ES | D | 0.06% | |
| K | A | 0.06% | |
| ZBH | C | 0.06% | |
| WY | D | 0.06% | |
| EXPE | B | 0.06% | |
| IFF | D | 0.06% | |
| WAT | B | 0.06% | |
| SBAC | D | 0.06% | |
| KIM | A | 0.05% | |
| BAX | D | 0.05% | |
| ARE | D | 0.05% | |
| GPC | D | 0.05% | |
| MAS | D | 0.05% | |
| LVS | C | 0.05% | |
| PNR | A | 0.05% | |
| KEY | B | 0.05% | |
| IEX | B | 0.05% | |
| BBY | D | 0.05% | |
| TSN | B | 0.05% | |
| DGX | A | 0.05% | |
| HOLX | D | 0.05% | |
| PFG | D | 0.05% | |
| ULTA | F | 0.05% | |
| BALL | D | 0.05% | |
| MKC | D | 0.05% | |
| ALB | C | 0.04% | |
| INCY | C | 0.04% | |
| POOL | C | 0.04% | |
| CHRW | C | 0.04% | |
| SWK | D | 0.04% | |
| CAG | D | 0.04% | |
| UDR | B | 0.04% | |
| MRNA | F | 0.04% | |
| EL | F | 0.04% | |
| RVTY | F | 0.04% | |
| APTV | D | 0.04% | |
| JBHT | C | 0.04% | |
| DOC | D | 0.04% | |
| CF | B | 0.04% | |
| EG | C | 0.04% | |
| TFX | F | 0.03% | |
| GL | B | 0.03% | |
| MKTX | D | 0.03% | |
| LKQ | D | 0.03% | |
| NWSA | B | 0.03% | |
| CRL | C | 0.03% | |
| IPG | D | 0.03% | |
| TAP | C | 0.03% | |
| LW | C | 0.03% | |
| BXP | D | 0.03% | |
| SJM | D | 0.03% | |
| TPR | B | 0.03% | |
| NCLH | B | 0.03% | |
| REG | B | 0.03% | |
| KMX | B | 0.03% | |
| ALLE | D | 0.03% | |
| DAY | B | 0.03% | |
| HST | C | 0.03% | |
| WBA | F | 0.02% | |
| PARA | C | 0.02% | |
| BEN | C | 0.02% | |
| FMC | D | 0.02% | |
| DVA | B | 0.02% | |
| MHK | D | 0.02% | |
| BWA | D | 0.02% | |
| IVZ | B | 0.02% | |
| WYNN | D | 0.02% | |
| RL | B | 0.02% | |
| HAS | D | 0.02% | |
| MOS | F | 0.02% | |
| CZR | F | 0.02% | |
| FRT | B | 0.02% | |
| CPB | D | 0.02% | |
| MGM | D | 0.02% | |
| HRL | D | 0.02% | |
| NWS | B | 0.01% |
EFIV Underweight 54 Positions Relative to FDLO
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | -3.92% | |
| BRK.A | B | -2.13% | |
| ORCL | B | -2.01% | |
| IBM | C | -1.54% | |
| MSI | B | -1.49% | |
| TXN | C | -1.48% | |
| ROP | B | -1.21% | |
| TYL | B | -1.19% | |
| JNJ | D | -1.18% | |
| VRSN | F | -1.08% | |
| DOX | D | -1.08% | |
| VZ | C | -0.93% | |
| PGR | A | -0.84% | |
| TMO | F | -0.78% | |
| HON | B | -0.7% | |
| VRTX | F | -0.69% | |
| PM | B | -0.62% | |
| LMT | D | -0.58% | |
| WRB | A | -0.56% | |
| FAST | B | -0.54% | |
| ORLY | B | -0.53% | |
| GRMN | B | -0.51% | |
| NOC | D | -0.5% | |
| GD | F | -0.49% | |
| LHX | C | -0.49% | |
| AZO | C | -0.47% | |
| ERIE | D | -0.45% | |
| BAH | F | -0.43% | |
| COP | C | -0.41% | |
| J | F | -0.39% | |
| SO | D | -0.37% | |
| DUK | C | -0.35% | |
| FCN | D | -0.34% | |
| EOG | A | -0.32% | |
| XEL | A | -0.3% | |
| KMB | D | -0.3% | |
| HII | D | -0.29% | |
| LNG | B | -0.28% | |
| AEP | D | -0.28% | |
| WEC | A | -0.27% | |
| AEE | A | -0.26% | |
| CMS | C | -0.24% | |
| DTM | B | -0.23% | |
| O | D | -0.22% | |
| CCI | D | -0.21% | |
| VMC | B | -0.2% | |
| PKG | A | -0.19% | |
| MLM | B | -0.19% | |
| CTRA | B | -0.19% | |
| MAA | B | -0.18% | |
| ADC | B | -0.16% | |
| AMH | D | -0.16% | |
| ELS | C | -0.16% | |
| ATR | B | -0.16% |
EFIV: Top Represented Industries & Keywords
Industries:
Business Services
Diversified Industrials
Banks - Regional - US
Capital Markets
Packaged Foods
Asset Management
Diagnostics & Research
Credit Services
Drug Manufacturers - Major
Specialty Chemicals
Health Care Plans
Leisure
Medical Devices
Software - Application
Insurance - Life
Medical Instruments & Supplies
Oil & Gas E&P
Semiconductors
Specialty Retail
Agricultural Inputs
FDLO: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Business Services
Drug Manufacturers - Major
Aerospace & Defense
Insurance - Property & Casualty
Oil & Gas Midstream
REIT - Residential
Specialty Retail
Telecom Services
Communication Equipment
Diversified Industrials
Household & Personal Products
Insurance Brokers
Oil & Gas E&P
Packaging & Containers
Software - Infrastructure
Specialty Chemicals
Beverages - Soft Drinks
Biotechnology
Building Materials
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