FBCG vs. UPGD ETF Comparison

Comparison of Fidelity Blue Chip Growth ETF (FBCG) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
FBCG

Fidelity Blue Chip Growth ETF

FBCG Description

The investment seeks long-term growth of capital. Normally the fund invests at least 80% of assets in blue chip companies (companies that, in Fidelity Management & Research Company LLC's (FMR) view, are well-known, well-established and well-capitalized), which generally have large or medium market capitalizations. It invests in companies that manager believes have above-average growth potential (stocks of these companies are often called "growth" stocks). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$45.38

Average Daily Volume

429,100

Number of Holdings *

206

* may have additional holdings in another (foreign) market
UPGD

Invesco Bloomberg Analyst Rating Improvers ETF

UPGD Description The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The index provider compiles, maintains and calculates the new underlying index, which is comprised of equity securities with the most improved Consensus Ratings based on data from Bloomberg Analyst Recommendations ("ANR"), an affiliate of the index provider.

Grade (RS Rating)

Last Trade

$72.90

Average Daily Volume

1,657

Number of Holdings *

48

* may have additional holdings in another (foreign) market
Performance
Period FBCG UPGD
30 Days 3.16% 0.15%
60 Days 7.46% 3.31%
90 Days 7.59% 5.03%
12 Months 42.83% 31.49%
8 Overlapping Holdings
Symbol Grade Weight in FBCG Weight in UPGD Overlap
CHRW B 0.06% 2.04% 0.06%
CVNA A 0.7% 3.0% 0.7%
IP A 0.03% 2.25% 0.03%
MMM D 0.03% 1.94% 0.03%
RL C 0.04% 2.36% 0.04%
SHW C 0.09% 2.05% 0.09%
SNAP D 1.47% 2.37% 1.47%
TOST A 0.06% 2.95% 0.06%
FBCG Overweight 198 Positions Relative to UPGD
Symbol Grade Weight
NVDA A 13.34%
AAPL C 11.67%
AMZN B 8.54%
MSFT D 8.36%
GOOGL B 6.31%
META C 5.72%
LLY F 3.11%
NFLX A 2.4%
NXPI F 1.49%
MRVL B 1.35%
UBER F 1.19%
UNH C 1.16%
MA B 1.1%
LOW C 1.07%
TSLA A 1.03%
TSM B 0.85%
AVGO C 0.82%
REGN F 0.81%
BSX A 0.8%
ON F 0.54%
DECK A 0.54%
TJX A 0.54%
APP A 0.51%
MPWR F 0.49%
SBUX A 0.49%
CMG C 0.48%
ZTS D 0.47%
LULU C 0.46%
ABNB D 0.45%
AMD F 0.42%
LYFT C 0.42%
BA D 0.41%
WMT A 0.41%
ANF C 0.4%
NKE F 0.4%
NOW B 0.39%
NVO F 0.38%
AXP B 0.37%
GFS C 0.37%
ISRG A 0.36%
RH D 0.35%
SN D 0.35%
DHR D 0.32%
OKTA D 0.32%
COIN A 0.31%
TER F 0.3%
CROX F 0.28%
PDD D 0.28%
AEO F 0.27%
WELL A 0.27%
PGR B 0.26%
GE D 0.26%
DKS D 0.26%
SQ A 0.26%
GS B 0.25%
V A 0.24%
ORCL A 0.24%
HUBS B 0.24%
INTU B 0.23%
CRS A 0.23%
FANG D 0.22%
MRK F 0.21%
ASML F 0.21%
SYK A 0.2%
HWM A 0.2%
EOG A 0.2%
WDC F 0.2%
DKNG B 0.2%
SGBX F 0.2%
C B 0.18%
THC C 0.18%
RIVN F 0.18%
SHOP B 0.17%
QCOM F 0.15%
GLW B 0.14%
ZM B 0.13%
DELL B 0.13%
PG C 0.13%
FLUT A 0.13%
DHI D 0.13%
ALNY D 0.12%
ETN B 0.12%
MCD D 0.12%
GEV A 0.12%
PENN C 0.12%
RDDT A 0.12%
TEVA D 0.12%
MS A 0.12%
WRBY A 0.12%
DDOG A 0.12%
OWL A 0.12%
MDB C 0.11%
KKR A 0.11%
PM A 0.11%
SNOW C 0.11%
LRCX F 0.11%
ANET C 0.11%
FIVE F 0.1%
TMO F 0.1%
PHM D 0.1%
MCO D 0.1%
APH B 0.09%
PODD B 0.09%
OLLI D 0.09%
Z A 0.09%
TMUS B 0.09%
APO A 0.09%
HD A 0.09%
BLDR D 0.09%
COST A 0.08%
TGT B 0.08%
ATI C 0.08%
SPOT B 0.08%
MRNA F 0.07%
VSCO A 0.07%
EXP B 0.07%
DUOL A 0.07%
FSLR F 0.07%
PLNT A 0.06%
MLM B 0.06%
ENPH F 0.06%
AYI B 0.06%
KVUE A 0.06%
VMC B 0.06%
CIEN B 0.06%
VFC C 0.06%
FBIN F 0.06%
SAP B 0.06%
JEF A 0.06%
SNPS C 0.06%
EXAS D 0.05%
LEGN F 0.05%
LIN D 0.05%
ALGM F 0.05%
AXON A 0.05%
MU D 0.05%
AMAT F 0.05%
TDG D 0.05%
DAL A 0.05%
WSM D 0.05%
EME A 0.05%
UAL A 0.05%
SPR D 0.05%
GRMN B 0.04%
GKOS A 0.04%
PI D 0.04%
HDB B 0.04%
BKNG A 0.04%
COHR B 0.04%
BRK.A B 0.04%
PVH C 0.04%
TKO A 0.04%
MASI B 0.03%
LEVI F 0.03%
LNG A 0.03%
WSO A 0.03%
MMYT B 0.03%
CHWY B 0.03%
USB B 0.03%
FDX B 0.03%
CCL A 0.03%
MTB A 0.03%
CAR C 0.03%
CCK D 0.03%
ROKU D 0.03%
FLR B 0.03%
TTWO A 0.03%
WING D 0.03%
TOL B 0.03%
EAT A 0.03%
EL F 0.03%
ONON B 0.03%
RCL A 0.03%
TT A 0.03%
SW A 0.03%
TTD B 0.03%
AZEK B 0.03%
NTRA A 0.03%
ACVA A 0.03%
ELF C 0.02%
FL F 0.02%
W D 0.02%
ASND F 0.01%
KEY B 0.0%
HLT A 0.0%
TPR B 0.0%
TMDX F 0.0%
MCK A 0.0%
ADBE D 0.0%
GM B 0.0%
GAP D 0.0%
XOM B 0.0%
CELH F 0.0%
PINS F 0.0%
CZR F 0.0%
MAR B 0.0%
OXY F 0.0%
SE A 0.0%
FBCG Underweight 40 Positions Relative to UPGD
Symbol Grade Weight
PLTR A -3.48%
KMI A -2.45%
EPAM C -2.28%
PCAR C -2.28%
INTC C -2.2%
T A -2.15%
ODFL B -2.15%
XEL A -2.15%
CAH B -2.09%
CARR D -2.06%
CLX A -2.06%
HPQ B -2.01%
CTSH C -2.0%
EBAY D -2.0%
CHD A -1.98%
NOC D -1.98%
DGX A -1.97%
LMT D -1.94%
BBY D -1.93%
ECL D -1.91%
SO C -1.9%
MOS D -1.89%
EIX C -1.87%
VZ C -1.85%
HSIC C -1.84%
STX D -1.83%
SJM D -1.77%
BALL D -1.77%
AMCR D -1.77%
HRL D -1.76%
TSN B -1.75%
KMX C -1.75%
KHC F -1.73%
KMB C -1.73%
CPB D -1.66%
LYB F -1.65%
SIRI D -1.58%
TFX F -1.56%
HII F -1.43%
DG F -1.16%
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