ESGU vs. FHEQ ETF Comparison
Comparison of iShares MSCI USA ESG Optimized ETF (ESGU) to Fidelity Hedged Equity ETF (FHEQ)
ESGU
iShares MSCI USA ESG Optimized ETF
ESGU Description
The iShares MSCI USA ESG Optimized ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.
Grade (RS Rating)
Last Trade
$131.23
Average Daily Volume
490,830
Number of Holdings
*
284
* 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
$27.87
Average Daily Volume
24,517
Number of Holdings
*
168
* may have additional holdings in another (foreign) market
Performance
| Period | ESGU | FHEQ |
|---|---|---|
| 30 Days | 3.53% | 2.51% |
| 60 Days | 4.75% | 3.80% |
| 90 Days | 6.66% | 4.54% |
| 12 Months | 32.83% |
85 Overlapping Holdings
| Symbol | Grade | Weight in ESGU | Weight in FHEQ | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.22% | 7.31% | 6.22% | |
| ABBV | D | 0.41% | 1.0% | 0.41% | |
| ADBE | C | 0.56% | 0.93% | 0.56% | |
| ADP | B | 0.69% | 0.16% | 0.16% | |
| AMAT | F | 0.46% | 0.7% | 0.46% | |
| AMGN | D | 0.37% | 0.24% | 0.24% | |
| AMT | D | 0.31% | 0.24% | 0.24% | |
| AMZN | C | 3.61% | 3.64% | 3.61% | |
| ANET | C | 0.2% | 0.08% | 0.08% | |
| AVGO | D | 1.37% | 1.49% | 1.37% | |
| AXP | A | 0.44% | 0.43% | 0.43% | |
| BAC | A | 0.65% | 1.17% | 0.65% | |
| BIIB | F | 0.07% | 0.21% | 0.07% | |
| BK | A | 0.42% | 0.36% | 0.36% | |
| BLK | C | 0.12% | 0.23% | 0.12% | |
| BMY | B | 0.17% | 0.68% | 0.17% | |
| BRK.A | B | 0.41% | 2.19% | 0.41% | |
| C | A | 0.34% | 0.54% | 0.34% | |
| CAH | B | 0.15% | 0.4% | 0.15% | |
| CAT | B | 0.32% | 0.48% | 0.32% | |
| CI | F | 0.28% | 0.63% | 0.28% | |
| CL | D | 0.09% | 0.58% | 0.09% | |
| CLX | B | 0.26% | 0.2% | 0.2% | |
| CMCSA | B | 0.2% | 0.83% | 0.2% | |
| CMG | B | 0.13% | 0.49% | 0.13% | |
| COST | B | 0.79% | 0.45% | 0.45% | |
| CRM | B | 0.72% | 1.09% | 0.72% | |
| CSCO | B | 0.47% | 0.79% | 0.47% | |
| CVX | A | 0.61% | 0.02% | 0.02% | |
| DIS | B | 0.47% | 0.57% | 0.47% | |
| ECL | D | 0.4% | 0.62% | 0.4% | |
| ETN | A | 0.19% | 0.15% | 0.15% | |
| GE | D | 0.45% | 0.45% | 0.45% | |
| GILD | C | 0.48% | 0.73% | 0.48% | |
| GOOG | C | 2.34% | 1.74% | 1.74% | |
| GOOGL | C | 1.19% | 2.02% | 1.19% | |
| HD | A | 1.02% | 1.32% | 1.02% | |
| HLT | A | 0.11% | 0.18% | 0.11% | |
| HWM | A | 0.11% | 0.27% | 0.11% | |
| IDXX | F | 0.23% | 0.26% | 0.23% | |
| JNJ | D | 0.62% | 0.61% | 0.61% | |
| JPM | A | 1.34% | 1.82% | 1.34% | |
| KR | B | 0.22% | 0.11% | 0.11% | |
| LDOS | C | 0.1% | 0.32% | 0.1% | |
| LLY | F | 1.21% | 0.76% | 0.76% | |
| LRCX | F | 0.29% | 0.23% | 0.23% | |
| MA | C | 0.95% | 1.34% | 0.95% | |
| META | D | 2.19% | 2.87% | 2.19% | |
| MMC | B | 0.17% | 0.52% | 0.17% | |
| MMM | D | 0.32% | 0.22% | 0.22% | |
| MRK | F | 0.47% | 0.69% | 0.47% | |
| MS | A | 0.54% | 0.16% | 0.16% | |
| MSFT | F | 5.77% | 5.64% | 5.64% | |
| MU | D | 0.18% | 0.47% | 0.18% | |
| NEE | D | 0.41% | 0.73% | 0.41% | |
| NFLX | A | 0.6% | 1.26% | 0.6% | |
| NOC | D | 0.19% | 0.56% | 0.19% | |
| NOW | A | 0.66% | 0.34% | 0.34% | |
| NUE | C | 0.12% | 0.32% | 0.12% | |
| NVDA | C | 6.91% | 7.27% | 6.91% | |
| ORCL | B | 0.59% | 0.04% | 0.04% | |
| PFE | D | 0.24% | 0.56% | 0.24% | |
| PG | A | 0.69% | 0.87% | 0.69% | |
| PGR | A | 0.42% | 0.63% | 0.42% | |
| PPG | F | 0.21% | 0.34% | 0.21% | |
| PYPL | B | 0.14% | 0.54% | 0.14% | |
| QCOM | F | 0.28% | 0.84% | 0.28% | |
| RTX | C | 0.42% | 0.44% | 0.42% | |
| SCHW | B | 0.2% | 0.56% | 0.2% | |
| SPGI | C | 0.47% | 0.28% | 0.28% | |
| T | A | 0.16% | 0.67% | 0.16% | |
| TMO | F | 0.2% | 0.26% | 0.2% | |
| TRV | B | 0.21% | 0.49% | 0.21% | |
| TSLA | B | 1.78% | 1.26% | 1.26% | |
| TT | A | 0.47% | 0.69% | 0.47% | |
| TWLO | A | 0.15% | 0.02% | 0.02% | |
| UBER | D | 0.23% | 0.14% | 0.14% | |
| UNH | C | 0.95% | 0.57% | 0.57% | |
| UNP | C | 0.29% | 0.73% | 0.29% | |
| V | A | 1.05% | 0.47% | 0.47% | |
| VEEV | C | 0.11% | 0.12% | 0.11% | |
| VZ | C | 0.37% | 0.18% | 0.18% | |
| WDAY | B | 0.17% | 0.16% | 0.16% | |
| WFC | A | 0.13% | 0.15% | 0.13% | |
| XOM | B | 0.58% | 1.54% | 0.58% |
ESGU Overweight 199 Positions Relative to FHEQ
| Symbol | Grade | Weight | |
|---|---|---|---|
| KO | D | 0.85% | |
| TXN | C | 0.7% | |
| INTU | C | 0.61% | |
| PRU | A | 0.54% | |
| IBM | C | 0.52% | |
| PEG | A | 0.48% | |
| K | A | 0.48% | |
| CMI | A | 0.46% | |
| BR | A | 0.45% | |
| AMD | F | 0.44% | |
| ACN | C | 0.43% | |
| GS | A | 0.4% | |
| LOW | D | 0.39% | |
| OKE | A | 0.39% | |
| CRH | A | 0.39% | |
| HON | B | 0.39% | |
| NI | A | 0.38% | |
| PEP | F | 0.38% | |
| GWW | B | 0.37% | |
| ADSK | A | 0.37% | |
| COP | C | 0.36% | |
| PNC | B | 0.36% | |
| GIS | D | 0.35% | |
| ZTS | D | 0.34% | |
| ELV | F | 0.34% | |
| BKNG | A | 0.34% | |
| LIN | D | 0.34% | |
| ISRG | A | 0.33% | |
| EQIX | A | 0.33% | |
| HES | B | 0.32% | |
| MCK | B | 0.32% | |
| VRTX | F | 0.32% | |
| PNR | A | 0.32% | |
| KMI | A | 0.32% | |
| MCD | D | 0.31% | |
| MET | A | 0.31% | |
| DHR | F | 0.31% | |
| CCI | D | 0.31% | |
| MCO | B | 0.3% | |
| INTC | D | 0.29% | |
| TRGP | B | 0.28% | |
| PANW | C | 0.27% | |
| HIG | B | 0.26% | |
| NXPI | D | 0.26% | |
| EW | C | 0.25% | |
| FLUT | A | 0.25% | |
| EXPD | D | 0.25% | |
| SBUX | A | 0.24% | |
| WELL | A | 0.24% | |
| DFS | B | 0.24% | |
| DAL | C | 0.23% | |
| LKQ | D | 0.23% | |
| TGT | F | 0.23% | |
| DLR | B | 0.23% | |
| DE | A | 0.22% | |
| CDNS | B | 0.22% | |
| AXON | A | 0.22% | |
| XYL | D | 0.22% | |
| COR | B | 0.22% | |
| SYF | B | 0.22% | |
| CHD | B | 0.21% | |
| SNPS | B | 0.21% | |
| ANSS | B | 0.21% | |
| LNG | B | 0.2% | |
| FERG | B | 0.2% | |
| DECK | A | 0.2% | |
| KEYS | A | 0.2% | |
| NDAQ | A | 0.2% | |
| CHRW | C | 0.2% | |
| VLTO | D | 0.19% | |
| TAP | C | 0.19% | |
| CBRE | B | 0.18% | |
| JCI | C | 0.18% | |
| BG | F | 0.18% | |
| CMS | C | 0.18% | |
| HPE | B | 0.17% | |
| EA | A | 0.17% | |
| HBAN | A | 0.17% | |
| GEV | B | 0.17% | |
| COO | D | 0.17% | |
| MELI | D | 0.17% | |
| CARR | D | 0.17% | |
| USB | A | 0.17% | |
| WAT | B | 0.17% | |
| BBY | D | 0.16% | |
| FDS | B | 0.16% | |
| UPS | C | 0.16% | |
| MRVL | B | 0.16% | |
| IT | C | 0.16% | |
| EXC | C | 0.16% | |
| KHC | F | 0.16% | |
| TEAM | A | 0.15% | |
| NEM | D | 0.15% | |
| BKR | B | 0.15% | |
| STE | F | 0.15% | |
| IRM | D | 0.15% | |
| PTC | A | 0.15% | |
| D | C | 0.15% | |
| REGN | F | 0.15% | |
| KMB | D | 0.15% | |
| FTV | C | 0.14% | |
| OVV | B | 0.14% | |
| RCL | A | 0.14% | |
| DGX | A | 0.14% | |
| TSCO | D | 0.14% | |
| FIS | C | 0.13% | |
| WSM | B | 0.13% | |
| EME | C | 0.13% | |
| TFC | A | 0.13% | |
| LII | A | 0.13% | |
| HUBS | A | 0.13% | |
| J | F | 0.13% | |
| SBAC | D | 0.13% | |
| PLD | D | 0.13% | |
| HCA | F | 0.13% | |
| PSX | C | 0.13% | |
| URI | B | 0.13% | |
| LULU | C | 0.12% | |
| NTRS | A | 0.12% | |
| AFL | B | 0.12% | |
| AIZ | A | 0.12% | |
| TRMB | B | 0.12% | |
| CNH | C | 0.12% | |
| ACGL | D | 0.12% | |
| EQT | B | 0.12% | |
| IQV | D | 0.12% | |
| FICO | B | 0.12% | |
| ADI | D | 0.12% | |
| FI | A | 0.12% | |
| COF | B | 0.12% | |
| KKR | A | 0.12% | |
| WTW | B | 0.11% | |
| FDX | B | 0.11% | |
| PFG | D | 0.11% | |
| GDDY | A | 0.11% | |
| SYK | C | 0.11% | |
| IR | B | 0.11% | |
| EIX | B | 0.11% | |
| PAYX | C | 0.11% | |
| IEX | B | 0.11% | |
| AJG | B | 0.11% | |
| CEG | D | 0.11% | |
| HUBB | B | 0.11% | |
| DELL | C | 0.11% | |
| STLD | B | 0.11% | |
| A | D | 0.11% | |
| OC | A | 0.11% | |
| PWR | A | 0.11% | |
| FOX | A | 0.11% | |
| IP | B | 0.11% | |
| MKC | D | 0.1% | |
| HOLX | D | 0.1% | |
| JNPR | F | 0.1% | |
| ZBH | C | 0.1% | |
| MRO | B | 0.1% | |
| PHM | D | 0.1% | |
| POOL | C | 0.1% | |
| ES | D | 0.1% | |
| DXCM | D | 0.1% | |
| LH | C | 0.1% | |
| WST | C | 0.1% | |
| FBIN | D | 0.1% | |
| SLB | C | 0.1% | |
| HPQ | B | 0.1% | |
| ODFL | B | 0.1% | |
| WY | D | 0.1% | |
| JBHT | C | 0.1% | |
| DVA | B | 0.1% | |
| MDB | C | 0.1% | |
| DHI | D | 0.09% | |
| KDP | D | 0.09% | |
| HRL | D | 0.09% | |
| ADM | D | 0.09% | |
| AKAM | D | 0.09% | |
| FANG | D | 0.09% | |
| STX | D | 0.09% | |
| ED | D | 0.09% | |
| SNOW | C | 0.09% | |
| BALL | D | 0.09% | |
| WDC | D | 0.09% | |
| WTRG | B | 0.09% | |
| SYY | B | 0.09% | |
| ULTA | F | 0.09% | |
| PARA | C | 0.09% | |
| VLO | C | 0.09% | |
| TFX | F | 0.08% | |
| AVTR | F | 0.08% | |
| MTD | D | 0.08% | |
| ALNY | D | 0.08% | |
| MOH | F | 0.08% | |
| FSLR | F | 0.08% | |
| IPG | D | 0.08% | |
| IFF | D | 0.08% | |
| NTAP | C | 0.08% | |
| CPB | D | 0.08% | |
| HII | D | 0.07% | |
| CNC | D | 0.07% | |
| DLTR | F | 0.06% | |
| MRNA | F | 0.04% |
ESGU Underweight 83 Positions Relative to FHEQ
| Symbol | Grade | Weight | |
|---|---|---|---|
| PM | B | -0.92% | |
| WMT | A | -0.8% | |
| TJX | A | -0.73% | |
| LMT | D | -0.69% | |
| CTAS | B | -0.66% | |
| SQ | B | -0.59% | |
| BDX | F | -0.59% | |
| SEIC | B | -0.54% | |
| KLAC | D | -0.54% | |
| DVN | F | -0.53% | |
| ZM | B | -0.52% | |
| CVNA | B | -0.52% | |
| TXT | D | -0.51% | |
| DBX | B | -0.51% | |
| MSCI | C | -0.49% | |
| ZBRA | B | -0.47% | |
| IGT | F | -0.45% | |
| ALLE | D | -0.44% | |
| EOG | A | -0.43% | |
| CSX | B | -0.43% | |
| EXEL | B | -0.43% | |
| PCAR | B | -0.42% | |
| ALRM | C | -0.4% | |
| WM | A | -0.38% | |
| CME | A | -0.37% | |
| TDC | D | -0.35% | |
| ANF | C | -0.33% | |
| MEDP | D | -0.31% | |
| GRMN | B | -0.31% | |
| CACI | D | -0.3% | |
| TMUS | B | -0.29% | |
| SKYW | B | -0.29% | |
| INCY | C | -0.27% | |
| MSI | B | -0.26% | |
| NSC | B | -0.26% | |
| FTNT | C | -0.24% | |
| TROW | B | -0.23% | |
| LHX | C | -0.23% | |
| AME | A | -0.22% | |
| MGM | D | -0.22% | |
| CVS | D | -0.22% | |
| XEL | A | -0.21% | |
| RSG | A | -0.2% | |
| GL | B | -0.2% | |
| PSA | D | -0.19% | |
| GAP | C | -0.18% | |
| DOCU | A | -0.18% | |
| GEHC | F | -0.17% | |
| LNW | D | -0.17% | |
| FTI | A | -0.17% | |
| SPG | B | -0.16% | |
| PEGA | A | -0.16% | |
| F | C | -0.15% | |
| TPH | D | -0.15% | |
| GEN | B | -0.13% | |
| DASH | A | -0.12% | |
| CINF | A | -0.12% | |
| SOLV | C | -0.12% | |
| NBIX | C | -0.11% | |
| BBWI | D | -0.11% | |
| QRVO | F | -0.11% | |
| VST | B | -0.11% | |
| ROST | C | -0.1% | |
| PLTK | B | -0.1% | |
| MKL | A | -0.09% | |
| BAH | F | -0.09% | |
| DOC | D | -0.08% | |
| ALL | A | -0.07% | |
| BCC | B | -0.07% | |
| MDLZ | F | -0.07% | |
| L | A | -0.07% | |
| TENB | C | -0.06% | |
| CRUS | D | -0.06% | |
| LYFT | C | -0.06% | |
| BLD | D | -0.05% | |
| UTHR | C | -0.05% | |
| QGEN | D | -0.04% | |
| SCCO | F | -0.04% | |
| LPLA | A | -0.03% | |
| MHO | D | -0.02% | |
| UNM | A | -0.01% | |
| NWL | B | -0.01% | |
| OGE | B | -0.01% |
ESGU: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Drug Manufacturers - Major
Semiconductors
Diversified Industrials
Credit Services
Business Services
Capital Markets
Medical Instruments & Supplies
Oil & Gas E&P
Packaged Foods
Specialty Retail
Health Care Plans
Household & Personal Products
Integrated Shipping & Logistics
Specialty Chemicals
Utilities - Regulated Electric
Aerospace & Defense
Asset Management
Banks - Global
FHEQ: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Insurance - Property & Casualty
Apparel Stores
Capital Markets
Semiconductors
Telecom Services
Aerospace & Defense
Asset Management
Banks - Global
Biotechnology
Credit Services
Diagnostics & Research
Household & Personal Products
Software - Infrastructure
Specialty Industrial Machinery
Business Services
Communication Equipment
Diversified Industrials
Health Care Plans
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