EFIV vs. FDMO ETF Comparison
Comparison of SPDR S&P 500 ESG ETF (EFIV) to Fidelity Momentum Factor ETF (FDMO)
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
$55.18
Average Daily Volume
126,970
Number of Holdings
*
316
* 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
$65.73
Average Daily Volume
39,827
Number of Holdings
*
123
* may have additional holdings in another (foreign) market
Performance
| Period | EFIV | FDMO |
|---|---|---|
| 30 Days | 1.58% | 2.38% |
| 60 Days | 2.96% | 3.81% |
| 90 Days | 4.08% | 3.20% |
| 12 Months | 29.90% | 38.11% |
66 Overlapping Holdings
| Symbol | Grade | Weight in EFIV | Weight in FDMO | Overlap | |
|---|---|---|---|---|---|
| ABBV | C | 1.01% | 1.35% | 1.01% | |
| ALL | B | 0.14% | 0.56% | 0.14% | |
| AMAT | D | 0.45% | 1.4% | 0.45% | |
| AMGN | B | 0.52% | 1.01% | 0.52% | |
| AMT | C | 0.33% | 0.34% | 0.33% | |
| AVB | B | 0.1% | 0.2% | 0.1% | |
| AVY | C | 0.05% | 0.16% | 0.05% | |
| AXP | B | 0.43% | 0.73% | 0.43% | |
| BAC | D | 0.78% | 0.93% | 0.78% | |
| BSX | B | 0.36% | 0.99% | 0.36% | |
| C | C | 0.32% | 0.61% | 0.32% | |
| CAT | B | 0.49% | 0.7% | 0.49% | |
| CB | B | 0.35% | 0.68% | 0.35% | |
| CL | D | 0.26% | 0.41% | 0.26% | |
| CMG | C | 0.23% | 0.6% | 0.23% | |
| COST | B | 1.2% | 1.04% | 1.04% | |
| CTAS | B | 0.21% | 0.53% | 0.21% | |
| DECK | C | 0.07% | 0.5% | 0.07% | |
| DLR | B | 0.15% | 0.23% | 0.15% | |
| ECL | B | 0.19% | 0.25% | 0.19% | |
| ELV | C | 0.38% | 0.95% | 0.38% | |
| EQIX | C | 0.25% | 0.29% | 0.25% | |
| ETN | C | 0.36% | 0.61% | 0.36% | |
| EXR | B | 0.11% | 0.21% | 0.11% | |
| FANG | D | 0.09% | 0.25% | 0.09% | |
| FCX | D | 0.18% | 0.24% | 0.18% | |
| GE | B | 0.55% | 0.75% | 0.55% | |
| GOOGL | D | 2.69% | 3.45% | 2.69% | |
| GS | C | 0.45% | 0.71% | 0.45% | |
| HD | B | 1.1% | 1.18% | 1.1% | |
| HIG | B | 0.1% | 0.52% | 0.1% | |
| HLT | B | 0.16% | 0.56% | 0.16% | |
| IFF | B | 0.08% | 0.18% | 0.08% | |
| IRM | C | 0.1% | 0.2% | 0.1% | |
| JPM | D | 1.75% | 1.54% | 1.54% | |
| KLAC | D | 0.29% | 1.33% | 0.29% | |
| KO | C | 0.82% | 0.77% | 0.77% | |
| LIN | B | 0.66% | 0.56% | 0.56% | |
| LLY | C | 2.21% | 2.16% | 2.16% | |
| MPC | F | 0.17% | 0.32% | 0.17% | |
| MRK | D | 0.86% | 1.25% | 0.86% | |
| MSFT | C | 9.39% | 7.28% | 7.28% | |
| MU | F | 0.29% | 1.22% | 0.29% | |
| NEE | C | 0.51% | 0.5% | 0.5% | |
| NVDA | D | 8.67% | 6.83% | 6.83% | |
| OKE | B | 0.16% | 0.35% | 0.16% | |
| PEG | B | 0.12% | 0.24% | 0.12% | |
| PG | C | 1.21% | 1.03% | 1.03% | |
| PSA | B | 0.17% | 0.26% | 0.17% | |
| PSX | F | 0.16% | 0.3% | 0.16% | |
| REGN | C | 0.37% | 0.95% | 0.37% | |
| RSG | D | 0.12% | 0.46% | 0.12% | |
| SHW | B | 0.26% | 0.3% | 0.26% | |
| T | C | 0.46% | 0.54% | 0.46% | |
| TJX | B | 0.39% | 0.72% | 0.39% | |
| TMUS | C | 0.31% | 0.44% | 0.31% | |
| TRGP | B | 0.1% | 0.31% | 0.1% | |
| TT | B | 0.24% | 0.55% | 0.24% | |
| UBER | C | 0.42% | 0.72% | 0.42% | |
| V | C | 1.33% | 1.33% | 1.33% | |
| WAB | B | 0.09% | 0.45% | 0.09% | |
| WELL | C | 0.23% | 0.29% | 0.23% | |
| WM | D | 0.23% | 0.51% | 0.23% | |
| WMB | B | 0.16% | 0.34% | 0.16% | |
| WMT | C | 1.01% | 0.93% | 0.93% | |
| XOM | C | 1.48% | 1.16% | 1.16% |
EFIV Overweight 250 Positions Relative to FDMO
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | 9.5% | |
| GOOG | D | 2.25% | |
| TSLA | C | 1.89% | |
| UNH | C | 1.6% | |
| MA | B | 1.2% | |
| ADBE | F | 0.78% | |
| CRM | D | 0.73% | |
| AMD | D | 0.72% | |
| PEP | C | 0.72% | |
| CVX | D | 0.71% | |
| ACN | C | 0.65% | |
| MCD | B | 0.62% | |
| ABT | C | 0.6% | |
| CSCO | C | 0.59% | |
| QCOM | D | 0.55% | |
| DHR | B | 0.53% | |
| PFE | C | 0.49% | |
| SPGI | B | 0.49% | |
| DIS | D | 0.48% | |
| CMCSA | D | 0.46% | |
| UNP | C | 0.45% | |
| LOW | B | 0.43% | |
| SYK | C | 0.37% | |
| BLK | B | 0.37% | |
| PLD | C | 0.36% | |
| MS | D | 0.36% | |
| MDT | C | 0.35% | |
| MMC | C | 0.34% | |
| ADP | B | 0.34% | |
| SBUX | C | 0.33% | |
| GILD | B | 0.31% | |
| DE | B | 0.3% | |
| CI | C | 0.3% | |
| LRCX | F | 0.29% | |
| BMY | C | 0.29% | |
| MDLZ | B | 0.29% | |
| UPS | D | 0.28% | |
| NKE | D | 0.28% | |
| SCHW | D | 0.27% | |
| ICE | C | 0.27% | |
| ZTS | C | 0.26% | |
| INTC | F | 0.24% | |
| CME | C | 0.23% | |
| PYPL | B | 0.22% | |
| PH | B | 0.22% | |
| MCO | B | 0.22% | |
| AON | B | 0.22% | |
| PNC | B | 0.21% | |
| CVS | D | 0.21% | |
| ITW | C | 0.2% | |
| BDX | D | 0.2% | |
| USB | B | 0.2% | |
| TGT | C | 0.2% | |
| CARR | B | 0.19% | |
| AJG | D | 0.19% | |
| CSX | D | 0.19% | |
| NEM | B | 0.18% | |
| APD | B | 0.18% | |
| DHI | B | 0.17% | |
| AFL | C | 0.17% | |
| MAR | C | 0.17% | |
| SLB | F | 0.17% | |
| NSC | C | 0.17% | |
| EMR | D | 0.17% | |
| COF | B | 0.16% | |
| GM | C | 0.16% | |
| TRV | C | 0.16% | |
| ADSK | C | 0.16% | |
| TFC | C | 0.16% | |
| PCAR | D | 0.15% | |
| ROST | C | 0.15% | |
| SRE | C | 0.15% | |
| BK | B | 0.15% | |
| MET | B | 0.14% | |
| FIS | B | 0.14% | |
| JCI | B | 0.14% | |
| URI | B | 0.14% | |
| AIG | D | 0.14% | |
| PAYX | C | 0.13% | |
| AMP | A | 0.13% | |
| TEL | D | 0.13% | |
| GWW | B | 0.13% | |
| MSCI | C | 0.13% | |
| VLO | F | 0.13% | |
| PWR | B | 0.12% | |
| HUM | F | 0.12% | |
| RCL | B | 0.12% | |
| CNC | D | 0.12% | |
| A | C | 0.12% | |
| EXC | C | 0.12% | |
| KMI | B | 0.12% | |
| CMI | C | 0.12% | |
| EW | F | 0.12% | |
| IDXX | C | 0.12% | |
| GIS | B | 0.12% | |
| PRU | C | 0.12% | |
| ACGL | C | 0.12% | |
| ED | C | 0.11% | |
| CBRE | A | 0.11% | |
| IR | C | 0.11% | |
| RMD | C | 0.11% | |
| KR | C | 0.11% | |
| OTIS | C | 0.11% | |
| YUM | D | 0.11% | |
| SYY | D | 0.11% | |
| AME | C | 0.11% | |
| KDP | B | 0.11% | |
| VRSK | D | 0.11% | |
| CTVA | B | 0.11% | |
| EIX | C | 0.1% | |
| EBAY | B | 0.1% | |
| BKR | C | 0.1% | |
| OXY | F | 0.1% | |
| HES | F | 0.1% | |
| DOW | D | 0.1% | |
| EA | D | 0.1% | |
| BIIB | F | 0.09% | |
| PPG | D | 0.09% | |
| HSY | C | 0.09% | |
| WTW | C | 0.09% | |
| ON | D | 0.09% | |
| TSCO | C | 0.09% | |
| NDAQ | A | 0.09% | |
| ROK | D | 0.09% | |
| LULU | D | 0.09% | |
| ADM | D | 0.09% | |
| MTD | D | 0.09% | |
| CSGP | D | 0.09% | |
| XYL | C | 0.09% | |
| DFS | B | 0.09% | |
| FTV | C | 0.08% | |
| SBAC | C | 0.08% | |
| DOV | B | 0.08% | |
| VTR | C | 0.08% | |
| ETR | B | 0.08% | |
| EQR | B | 0.08% | |
| AXON | B | 0.08% | |
| CAH | C | 0.08% | |
| MTB | B | 0.08% | |
| FITB | B | 0.08% | |
| KHC | C | 0.08% | |
| PHM | B | 0.08% | |
| GPN | D | 0.08% | |
| DAL | C | 0.08% | |
| AWK | B | 0.08% | |
| HPQ | D | 0.08% | |
| CPAY | B | 0.07% | |
| WY | C | 0.07% | |
| SW | B | 0.07% | |
| MRNA | F | 0.07% | |
| TROW | D | 0.07% | |
| ES | C | 0.07% | |
| TTWO | C | 0.07% | |
| LYB | D | 0.07% | |
| STT | A | 0.07% | |
| HAL | F | 0.07% | |
| BR | D | 0.07% | |
| DVN | F | 0.07% | |
| WAT | C | 0.06% | |
| SYF | C | 0.06% | |
| HOLX | B | 0.06% | |
| BBY | C | 0.06% | |
| ARE | C | 0.06% | |
| GPC | D | 0.06% | |
| OMC | B | 0.06% | |
| EL | F | 0.06% | |
| EQT | D | 0.06% | |
| BAX | C | 0.06% | |
| RF | B | 0.06% | |
| BALL | C | 0.06% | |
| WDC | D | 0.06% | |
| HBAN | B | 0.06% | |
| MKC | C | 0.06% | |
| HUBB | B | 0.06% | |
| K | B | 0.06% | |
| ZBH | F | 0.06% | |
| RJF | C | 0.06% | |
| HPE | D | 0.06% | |
| CBOE | C | 0.06% | |
| AMCR | B | 0.05% | |
| KIM | C | 0.05% | |
| DOC | C | 0.05% | |
| DGX | B | 0.05% | |
| EG | C | 0.05% | |
| CCL | C | 0.05% | |
| EXPE | C | 0.05% | |
| FDS | C | 0.05% | |
| MAS | B | 0.05% | |
| TSN | C | 0.05% | |
| PFG | B | 0.05% | |
| NTRS | A | 0.05% | |
| ULTA | D | 0.05% | |
| CFG | C | 0.05% | |
| APTV | D | 0.05% | |
| KMX | D | 0.04% | |
| HST | C | 0.04% | |
| ALLE | B | 0.04% | |
| SJM | C | 0.04% | |
| REG | C | 0.04% | |
| JKHY | B | 0.04% | |
| JBHT | D | 0.04% | |
| POOL | C | 0.04% | |
| UDR | C | 0.04% | |
| CF | C | 0.04% | |
| LVS | D | 0.04% | |
| AKAM | D | 0.04% | |
| IEX | D | 0.04% | |
| SWK | B | 0.04% | |
| KEY | B | 0.04% | |
| CAG | C | 0.04% | |
| PNR | B | 0.04% | |
| FRT | C | 0.03% | |
| GL | C | 0.03% | |
| HAS | B | 0.03% | |
| DAY | D | 0.03% | |
| HRL | C | 0.03% | |
| LW | D | 0.03% | |
| TPR | C | 0.03% | |
| MGM | F | 0.03% | |
| NWSA | D | 0.03% | |
| CPB | C | 0.03% | |
| CRL | F | 0.03% | |
| TAP | D | 0.03% | |
| AIZ | B | 0.03% | |
| MKTX | C | 0.03% | |
| ALB | D | 0.03% | |
| LKQ | F | 0.03% | |
| INCY | C | 0.03% | |
| TFX | C | 0.03% | |
| BXP | B | 0.03% | |
| IPG | C | 0.03% | |
| CHRW | B | 0.03% | |
| BEN | F | 0.02% | |
| BBWI | F | 0.02% | |
| ETSY | F | 0.02% | |
| WBA | F | 0.02% | |
| BIO | C | 0.02% | |
| AAL | D | 0.02% | |
| IVZ | B | 0.02% | |
| WYNN | D | 0.02% | |
| RL | C | 0.02% | |
| BWA | D | 0.02% | |
| MHK | C | 0.02% | |
| FMC | C | 0.02% | |
| CZR | C | 0.02% | |
| NCLH | C | 0.02% | |
| MOS | F | 0.02% | |
| DVA | B | 0.02% | |
| NWS | D | 0.01% | |
| PARA | F | 0.01% |
EFIV Underweight 57 Positions Relative to FDMO
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | -3.7% | |
| AVGO | C | -2.7% | |
| META | B | -2.43% | |
| BRK.A | C | -1.99% | |
| APP | C | -1.75% | |
| CRWD | D | -1.44% | |
| ANET | B | -1.39% | |
| APH | D | -1.32% | |
| GDDY | C | -1.27% | |
| DELL | D | -1.26% | |
| ISRG | B | -1.07% | |
| NTRA | C | -0.86% | |
| SMCI | F | -0.82% | |
| NFLX | B | -0.82% | |
| PGR | B | -0.8% | |
| THC | A | -0.78% | |
| WFC | D | -0.75% | |
| BKNG | C | -0.72% | |
| MCK | F | -0.69% | |
| RTX | C | -0.67% | |
| PM | C | -0.62% | |
| VZ | B | -0.6% | |
| KKR | B | -0.6% | |
| TDG | B | -0.54% | |
| GD | B | -0.51% | |
| HOOD | C | -0.5% | |
| VRT | C | -0.48% | |
| WING | B | -0.48% | |
| WSM | D | -0.47% | |
| ANF | D | -0.45% | |
| CVNA | B | -0.45% | |
| JXN | A | -0.44% | |
| EME | B | -0.43% | |
| LDOS | B | -0.43% | |
| CSL | B | -0.41% | |
| FIX | B | -0.41% | |
| COIN | F | -0.39% | |
| SO | B | -0.34% | |
| DUK | C | -0.33% | |
| CEG | C | -0.29% | |
| FRPT | B | -0.28% | |
| SFM | B | -0.26% | |
| CASY | D | -0.26% | |
| AEP | C | -0.26% | |
| SPG | B | -0.24% | |
| VST | C | -0.23% | |
| FTI | D | -0.21% | |
| WFRD | F | -0.2% | |
| NRG | C | -0.2% | |
| ESS | B | -0.18% | |
| PKG | B | -0.17% | |
| MLM | D | -0.17% | |
| ELF | F | -0.17% | |
| LAMR | B | -0.16% | |
| CRS | B | -0.14% | |
| SLG | B | -0.14% | |
| STLD | F | -0.14% |
EFIV: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Business Services
Banks - Regional - US
Capital Markets
Packaged Foods
Asset Management
Diagnostics & Research
Drug Manufacturers - Major
Credit Services
Specialty Chemicals
Health Care Plans
Leisure
Medical Devices
Software - Application
Specialty Retail
Insurance - Life
Medical Instruments & Supplies
Oil & Gas E&P
Semiconductors
Agricultural Inputs
FDMO: Top Represented Industries & Keywords
Industries:
Banks - Global
Drug Manufacturers - Major
Specialty Chemicals
Telecom Services
Utilities - Regulated Electric
Aerospace & Defense
Household & Personal Products
Insurance - Property & Casualty
Internet Content & Information
Oil & Gas Midstream
Software - Application
Software - Infrastructure
Specialty Industrial Machinery
Specialty Retail
Apparel Stores
Asset Management
Business Services
Computer Systems
Conglomerates
Credit Services
Compare ETFs
