FBCV vs. FMCX ETF Comparison
Comparison of Fidelity Blue Chip Value ETF (FBCV) to FMC Excelsior Focus Equity ETF (FMCX)
FBCV
Fidelity Blue Chip Value ETF
FBCV 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 are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry (stocks of these companies are often called "value" stocks). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$33.81
Average Daily Volume
11,160
84
FMCX
FMC Excelsior Focus Equity ETF
FMCX Description
The fund is an actively managed exchange-traded fund (?ETF?) that, during normal market conditions, seeks to invest in approximately 25-30 U.S. exchange-traded common stocks of companies that are listed on U.S. national securities exchanges and trade contemporaneously with the shares of the fund. The fund adviser may also hold concentrated positions in common stocks, although the fund?s guidelines provide that no single investment should generally be more than 10% of the fund?s portfolio at acquisition. The fund is non-diversified.Grade (RS Rating)
Last Trade
$32.39
Average Daily Volume
75
52
Performance
| Period | FBCV | FMCX |
|---|---|---|
| 30 Days | 3.52% | 3.30% |
| 60 Days | 4.01% | 4.89% |
| 90 Days | 5.93% | 8.18% |
| 12 Months | 22.34% | 26.68% |
FBCV Overweight 77 Positions Relative to FMCX
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | B | 4.38% | |
| TRV | B | 2.81% | |
| CI | F | 2.77% | |
| BRK.A | B | 2.65% | |
| PCG | A | 2.45% | |
| DIS | B | 2.37% | |
| BAC | A | 2.36% | |
| CSCO | B | 2.17% | |
| CNC | D | 2.14% | |
| BLK | C | 2.06% | |
| DE | A | 2.03% | |
| KVUE | A | 1.98% | |
| AZN | D | 1.83% | |
| JNJ | D | 1.78% | |
| CB | C | 1.75% | |
| BMY | B | 1.7% | |
| HRB | D | 1.7% | |
| WFC | A | 1.64% | |
| EIX | B | 1.5% | |
| KO | D | 1.38% | |
| NOC | D | 1.38% | |
| ELV | F | 1.36% | |
| CTSH | B | 1.35% | |
| GEN | B | 1.35% | |
| PNC | B | 1.33% | |
| CVS | D | 1.27% | |
| LMT | D | 1.24% | |
| WTW | B | 1.23% | |
| KDP | D | 1.2% | |
| DOX | D | 1.13% | |
| NGG | D | 1.11% | |
| LOW | D | 1.06% | |
| USFD | A | 1.0% | |
| CF | B | 0.99% | |
| HLN | D | 0.98% | |
| ROST | C | 0.97% | |
| MTB | A | 0.96% | |
| FDX | B | 0.91% | |
| USB | A | 0.87% | |
| MRK | F | 0.87% | |
| NTRS | A | 0.86% | |
| SRE | A | 0.83% | |
| APO | B | 0.77% | |
| JCI | C | 0.76% | |
| CCI | D | 0.76% | |
| CCEP | C | 0.74% | |
| MDLZ | F | 0.74% | |
| CCK | C | 0.73% | |
| TSN | B | 0.72% | |
| RRX | B | 0.69% | |
| NEE | D | 0.67% | |
| EQNR | D | 0.66% | |
| LHX | C | 0.64% | |
| BJ | A | 0.63% | |
| DEO | F | 0.62% | |
| MMS | F | 0.59% | |
| AES | F | 0.56% | |
| MU | D | 0.5% | |
| OXY | D | 0.49% | |
| SPG | B | 0.45% | |
| CMI | A | 0.41% | |
| SO | D | 0.38% | |
| CHRW | C | 0.38% | |
| G | B | 0.32% | |
| TPR | B | 0.31% | |
| ALSN | B | 0.3% | |
| SNY | F | 0.3% | |
| OVV | B | 0.28% | |
| OTEX | D | 0.28% | |
| GEV | B | 0.26% | |
| BNTX | D | 0.26% | |
| CFR | B | 0.21% | |
| OSK | B | 0.16% | |
| NXPI | D | 0.15% | |
| AVGO | D | 0.14% | |
| AR | B | 0.12% | |
| ULTA | F | 0.1% |
FBCV Underweight 45 Positions Relative to FMCX
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -6.93% | |
| KKR | A | -6.14% | |
| IAC | D | -5.35% | |
| AMZN | C | -5.01% | |
| GDDY | A | -4.98% | |
| MSFT | F | -4.79% | |
| LBRDK | C | -4.24% | |
| LSXMK | D | -4.22% | |
| GGG | B | -3.98% | |
| PYPL | B | -3.9% | |
| MTCH | D | -3.18% | |
| LSXMA | D | -1.79% | |
| GOOGL | C | -1.77% | |
| LBRDA | C | -1.74% | |
| PM | B | -1.21% | |
| YUM | B | -1.18% | |
| MCD | D | -1.12% | |
| AMGN | D | -1.11% | |
| KEYS | A | -1.06% | |
| VUSB | A | -0.92% | |
| ICSH | A | -0.92% | |
| CL | D | -0.85% | |
| MO | A | -0.84% | |
| ENTG | D | -0.82% | |
| ARWR | F | -0.72% | |
| NKE | D | -0.68% | |
| HON | B | -0.6% | |
| DHR | F | -0.55% | |
| GOOG | C | -0.5% | |
| BAX | D | -0.47% | |
| YUMC | C | -0.42% | |
| SPGI | C | -0.37% | |
| MTX | B | -0.33% | |
| KEX | C | -0.33% | |
| EQR | B | -0.3% | |
| MUR | D | -0.25% | |
| V | A | -0.21% | |
| FWONK | B | -0.21% | |
| BKNG | A | -0.19% | |
| FLWS | F | -0.15% | |
| GD | F | -0.13% | |
| BATRK | C | -0.11% | |
| FWONA | B | -0.05% | |
| VMEO | B | -0.03% | |
| BATRA | F | -0.02% |
FBCV: Top Represented Industries & Keywords
FMCX: Top Represented Industries & Keywords
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