ESGY vs. FHEQ ETF Comparison
Comparison of American Century Sustainable Growth ETF (ESGY) to Fidelity Hedged Equity ETF (FHEQ)
ESGY
American Century Sustainable Growth ETF
ESGY Description
The investment seeks capital appreciation. The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stockâs growth and value potential with environmental, social, and governance (ESG) metrics. Under normal market conditions, it will invest at least 80% of its assets in sustainable securities. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$57.15
Average Daily Volume
996
Number of Holdings
*
84
* 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 | ESGY | FHEQ |
|---|---|---|
| 30 Days | 2.71% | 2.51% |
| 60 Days | 3.88% | 3.80% |
| 90 Days | 4.75% | 4.54% |
| 12 Months | 30.25% |
35 Overlapping Holdings
| Symbol | Grade | Weight in ESGY | Weight in FHEQ | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 12.07% | 7.31% | 7.31% | |
| ABBV | D | 1.01% | 1.0% | 1.0% | |
| ADBE | C | 0.57% | 0.93% | 0.57% | |
| ADP | B | 0.59% | 0.16% | 0.16% | |
| AMAT | F | 1.14% | 0.7% | 0.7% | |
| AMZN | C | 5.06% | 3.64% | 3.64% | |
| ANET | C | 0.37% | 0.08% | 0.08% | |
| AVGO | D | 1.61% | 1.49% | 1.49% | |
| CI | F | 0.56% | 0.63% | 0.56% | |
| CMG | B | 0.55% | 0.49% | 0.49% | |
| CRM | B | 0.68% | 1.09% | 0.68% | |
| ETN | A | 0.25% | 0.15% | 0.15% | |
| GOOGL | C | 6.79% | 2.02% | 2.02% | |
| HD | A | 1.17% | 1.32% | 1.17% | |
| HLT | A | 0.61% | 0.18% | 0.18% | |
| IDXX | F | 0.71% | 0.26% | 0.26% | |
| LLY | F | 2.57% | 0.76% | 0.76% | |
| MA | C | 1.49% | 1.34% | 1.34% | |
| META | D | 3.97% | 2.87% | 2.87% | |
| MSFT | F | 13.99% | 5.64% | 5.64% | |
| MSI | B | 0.44% | 0.26% | 0.26% | |
| NFLX | A | 0.58% | 1.26% | 0.58% | |
| NOW | A | 1.53% | 0.34% | 0.34% | |
| NVDA | C | 11.47% | 7.27% | 7.27% | |
| PGR | A | 0.76% | 0.63% | 0.63% | |
| SPGI | C | 0.43% | 0.28% | 0.28% | |
| SQ | B | 0.55% | 0.59% | 0.55% | |
| TJX | A | 0.93% | 0.73% | 0.73% | |
| TSLA | B | 1.87% | 1.26% | 1.26% | |
| TT | A | 0.89% | 0.69% | 0.69% | |
| UBER | D | 0.92% | 0.14% | 0.14% | |
| UNH | C | 0.7% | 0.57% | 0.57% | |
| UNP | C | 0.44% | 0.73% | 0.44% | |
| V | A | 2.6% | 0.47% | 0.47% | |
| WDAY | B | 0.73% | 0.16% | 0.16% |
ESGY Overweight 49 Positions Relative to FHEQ
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMD | F | 1.49% | |
| CDNS | B | 0.96% | |
| NVO | D | 0.96% | |
| PEP | F | 0.96% | |
| INTU | C | 0.73% | |
| LIN | D | 0.67% | |
| KO | D | 0.66% | |
| ASML | F | 0.6% | |
| VRT | B | 0.55% | |
| ZTS | D | 0.55% | |
| A | D | 0.53% | |
| VRTX | F | 0.52% | |
| EQIX | A | 0.5% | |
| ADI | D | 0.5% | |
| FDX | B | 0.5% | |
| CDW | F | 0.42% | |
| DECK | A | 0.41% | |
| CRWD | B | 0.4% | |
| APTV | D | 0.39% | |
| SYY | B | 0.36% | |
| YETI | C | 0.36% | |
| PANW | C | 0.35% | |
| TSCO | D | 0.32% | |
| SLB | C | 0.32% | |
| ACN | C | 0.31% | |
| TGT | F | 0.3% | |
| DT | C | 0.29% | |
| ABNB | C | 0.29% | |
| KMX | B | 0.28% | |
| POOL | C | 0.28% | |
| EBAY | D | 0.28% | |
| XYL | D | 0.28% | |
| SNOW | C | 0.27% | |
| DDOG | A | 0.25% | |
| OKTA | C | 0.24% | |
| WST | C | 0.21% | |
| ELV | F | 0.2% | |
| GWW | B | 0.18% | |
| MDB | C | 0.16% | |
| SAIA | B | 0.15% | |
| CPRT | A | 0.15% | |
| CROX | D | 0.14% | |
| HUBS | A | 0.13% | |
| TREX | C | 0.13% | |
| BURL | A | 0.12% | |
| PD | C | 0.11% | |
| URI | B | 0.1% | |
| LULU | C | 0.07% | |
| DXCM | D | 0.05% |
ESGY Underweight 133 Positions Relative to FHEQ
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | -2.19% | |
| JPM | A | -1.82% | |
| GOOG | C | -1.74% | |
| XOM | B | -1.54% | |
| BAC | A | -1.17% | |
| PM | B | -0.92% | |
| PG | A | -0.87% | |
| QCOM | F | -0.84% | |
| CMCSA | B | -0.83% | |
| WMT | A | -0.8% | |
| CSCO | B | -0.79% | |
| NEE | D | -0.73% | |
| GILD | C | -0.73% | |
| MRK | F | -0.69% | |
| LMT | D | -0.69% | |
| BMY | B | -0.68% | |
| T | A | -0.67% | |
| CTAS | B | -0.66% | |
| ECL | D | -0.62% | |
| JNJ | D | -0.61% | |
| BDX | F | -0.59% | |
| CL | D | -0.58% | |
| DIS | B | -0.57% | |
| NOC | D | -0.56% | |
| SCHW | B | -0.56% | |
| PFE | D | -0.56% | |
| SEIC | B | -0.54% | |
| C | A | -0.54% | |
| PYPL | B | -0.54% | |
| KLAC | D | -0.54% | |
| DVN | F | -0.53% | |
| ZM | B | -0.52% | |
| CVNA | B | -0.52% | |
| MMC | B | -0.52% | |
| TXT | D | -0.51% | |
| DBX | B | -0.51% | |
| MSCI | C | -0.49% | |
| TRV | B | -0.49% | |
| CAT | B | -0.48% | |
| MU | D | -0.47% | |
| ZBRA | B | -0.47% | |
| GE | D | -0.45% | |
| IGT | F | -0.45% | |
| COST | B | -0.45% | |
| ALLE | D | -0.44% | |
| RTX | C | -0.44% | |
| EOG | A | -0.43% | |
| CSX | B | -0.43% | |
| AXP | A | -0.43% | |
| EXEL | B | -0.43% | |
| PCAR | B | -0.42% | |
| CAH | B | -0.4% | |
| ALRM | C | -0.4% | |
| WM | A | -0.38% | |
| CME | A | -0.37% | |
| BK | A | -0.36% | |
| TDC | D | -0.35% | |
| PPG | F | -0.34% | |
| ANF | C | -0.33% | |
| LDOS | C | -0.32% | |
| NUE | C | -0.32% | |
| MEDP | D | -0.31% | |
| GRMN | B | -0.31% | |
| CACI | D | -0.3% | |
| TMUS | B | -0.29% | |
| SKYW | B | -0.29% | |
| HWM | A | -0.27% | |
| INCY | C | -0.27% | |
| TMO | F | -0.26% | |
| NSC | B | -0.26% | |
| FTNT | C | -0.24% | |
| AMT | D | -0.24% | |
| AMGN | D | -0.24% | |
| BLK | C | -0.23% | |
| TROW | B | -0.23% | |
| LRCX | F | -0.23% | |
| LHX | C | -0.23% | |
| AME | A | -0.22% | |
| MGM | D | -0.22% | |
| CVS | D | -0.22% | |
| MMM | D | -0.22% | |
| BIIB | F | -0.21% | |
| XEL | A | -0.21% | |
| RSG | A | -0.2% | |
| GL | B | -0.2% | |
| CLX | B | -0.2% | |
| PSA | D | -0.19% | |
| GAP | C | -0.18% | |
| DOCU | A | -0.18% | |
| VZ | C | -0.18% | |
| GEHC | F | -0.17% | |
| LNW | D | -0.17% | |
| FTI | A | -0.17% | |
| SPG | B | -0.16% | |
| MS | A | -0.16% | |
| PEGA | A | -0.16% | |
| F | C | -0.15% | |
| TPH | D | -0.15% | |
| WFC | A | -0.15% | |
| GEN | B | -0.13% | |
| DASH | A | -0.12% | |
| VEEV | C | -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% | |
| KR | 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% | |
| ORCL | B | -0.04% | |
| QGEN | D | -0.04% | |
| SCCO | F | -0.04% | |
| LPLA | A | -0.03% | |
| CVX | A | -0.02% | |
| MHO | D | -0.02% | |
| TWLO | A | -0.02% | |
| UNM | A | -0.01% | |
| NWL | B | -0.01% | |
| OGE | B | -0.01% |
ESGY: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Diagnostics & Research
Health Care Plans
Software - Infrastructure
Specialty Retail
Apparel Stores
Auto & Truck Dealerships
Beverages - Soft Drinks
Biotechnology
Credit Services
Discount Stores
Drug Manufacturers - Major
Footwear & Accessories
Information Technology Services
Internet Content & Information
Semiconductor Equipment & Materials
Specialty Industrial Machinery
Auto Manufacturers
Auto Parts
Keywords:
S&P 500
Nasdaq 100
Computing
Mobile Devices
Dow Jones Component
Cloud Computing
Work From Home
IBD 50
Software As A Service
Smartphones
Clothing
Cloud Infrastructure
Electronics
Information Technology Management
Operating System
Software
Artificial Intelligence
Computer Security
E-Commerce
Freight Transport
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
Compare ETFs
