FBCV vs. MEDX ETF Comparison
Comparison of Fidelity Blue Chip Value ETF (FBCV) to Horizon Kinetics Medical ETF (MEDX)
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
MEDX
Horizon Kinetics Medical ETF
MEDX Description
The fund is an actively-managed exchange-traded fund ("ETF") that pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of U.S. and foreign companies engaged in medical research, pharmaceutical and medical technology industries and related technology industries. The fund is non-diversified.Grade (RS Rating)
Last Trade
$27.81
Average Daily Volume
1,083
32
Performance
Period | FBCV | MEDX |
---|---|---|
30 Days | 3.52% | -8.29% |
60 Days | 4.01% | -10.35% |
90 Days | 5.93% | -12.38% |
12 Months | 22.34% | -2.56% |
FBCV Overweight 79 Positions Relative to MEDX
Symbol | Grade | Weight | |
---|---|---|---|
XOM | B | 4.38% | |
JPM | A | 3.47% | |
CMCSA | B | 2.85% | |
UNH | C | 2.81% | |
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% | |
CB | C | 1.75% | |
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% | |
PG | A | 1.26% | |
LMT | D | 1.24% | |
WTW | B | 1.23% | |
KDP | D | 1.2% | |
GILD | C | 1.13% | |
DOX | D | 1.13% | |
NGG | D | 1.11% | |
PNR | A | 1.1% | |
LOW | D | 1.06% | |
USFD | A | 1.0% | |
CF | B | 0.99% | |
ROST | C | 0.97% | |
MTB | A | 0.96% | |
FDX | B | 0.91% | |
USB | A | 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% | |
MUSA | A | 0.39% | |
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 27 Positions Relative to MEDX
Symbol | Grade | Weight | |
---|---|---|---|
LLY | F | -15.83% | |
ABBV | D | -7.81% | |
AMGN | D | -5.96% | |
NVS | D | -5.95% | |
ALNY | D | -4.45% | |
PFE | D | -4.04% | |
ALKS | B | -3.91% | |
REGN | F | -3.38% | |
BIIB | F | -3.08% | |
CRSP | D | -2.97% | |
IONS | F | -2.78% | |
GSK | F | -2.32% | |
BCYC | F | -1.95% | |
BEAM | D | -1.51% | |
NTLA | F | -1.3% | |
REPL | B | -0.98% | |
GALT | C | -0.89% | |
VNDA | C | -0.79% | |
LTRN | F | -0.6% | |
EDIT | F | -0.53% | |
GEHC | F | -0.48% | |
TSVT | F | -0.41% | |
ALLO | F | -0.28% | |
VTRS | A | -0.27% | |
PACB | F | -0.13% | |
BLUE | F | -0.08% | |
MURA | D | -0.05% |
FBCV: Top Represented Industries & Keywords
MEDX: Top Represented Industries & Keywords