FBCV vs. MTUM ETF Comparison
Comparison of Fidelity Blue Chip Value ETF (FBCV) to iShares MSCI USA Momentum Factor ETF (MTUM)
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
$32.38
Average Daily Volume
14,558
81
MTUM
iShares MSCI USA Momentum Factor ETF
MTUM Description
The investment seeks to track the performance of an index that measures the performance of U.S. large- and mid-capitalization stocks exhibiting relatively higher momentum characteristics, before fees and expenses. The fund generally invests at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. The MSCI USA Momentum Index (the "underlying index") consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid-capitalization stocks.Grade (RS Rating)
Last Trade
$201.93
Average Daily Volume
612,801
123
Performance
Period | FBCV | MTUM |
---|---|---|
30 Days | 1.25% | 6.74% |
60 Days | 8.66% | 16.38% |
90 Days | 9.99% | 2.77% |
12 Months | 24.02% | 48.11% |
FBCV Overweight 74 Positions Relative to MTUM
Symbol | Grade | Weight | |
---|---|---|---|
XOM | A | 4.42% | |
CI | D | 2.9% | |
UNH | B | 2.84% | |
BAC | B | 2.78% | |
TRV | B | 2.75% | |
BRK.A | B | 2.75% | |
CMCSA | B | 2.66% | |
PCG | C | 2.45% | |
CNC | F | 2.25% | |
DIS | D | 2.18% | |
WFC | B | 2.16% | |
AZN | D | 2.07% | |
CSCO | A | 2.07% | |
BLK | A | 1.97% | |
HRB | C | 1.93% | |
DE | C | 1.88% | |
KVUE | C | 1.84% | |
JNJ | D | 1.83% | |
BMY | A | 1.64% | |
ELV | F | 1.46% | |
EIX | C | 1.45% | |
KO | C | 1.4% | |
NOC | B | 1.38% | |
CTSH | B | 1.36% | |
PNC | C | 1.34% | |
GEN | A | 1.3% | |
PG | D | 1.25% | |
KDP | C | 1.17% | |
CVS | D | 1.16% | |
DOX | B | 1.13% | |
SNY | C | 1.13% | |
PNR | C | 1.0% | |
FDX | F | 0.99% | |
CF | A | 0.97% | |
USFD | C | 0.97% | |
ROST | D | 0.97% | |
NGG | D | 0.97% | |
HLN | C | 0.95% | |
MTB | A | 0.93% | |
LOW | C | 0.93% | |
USB | C | 0.91% | |
NTRS | B | 0.88% | |
RRX | B | 0.8% | |
CCEP | C | 0.76% | |
TSN | D | 0.73% | |
JCI | C | 0.72% | |
MDLZ | D | 0.72% | |
CCI | D | 0.72% | |
EQNR | D | 0.71% | |
CCK | C | 0.69% | |
SRE | C | 0.68% | |
LHX | A | 0.64% | |
NEE | C | 0.64% | |
BJ | B | 0.61% | |
MMS | C | 0.59% | |
DEO | C | 0.58% | |
OXY | D | 0.54% | |
AES | C | 0.48% | |
SPG | A | 0.44% | |
MUSA | D | 0.42% | |
OVV | D | 0.42% | |
G | A | 0.42% | |
CMI | A | 0.4% | |
AR | C | 0.39% | |
SO | A | 0.37% | |
CHRW | C | 0.36% | |
GEV | A | 0.29% | |
ALSN | A | 0.29% | |
TPR | B | 0.27% | |
OTEX | D | 0.27% | |
CFR | B | 0.21% | |
TEL | D | 0.19% | |
OSK | F | 0.18% | |
NXPI | F | 0.16% |
FBCV Underweight 116 Positions Relative to MTUM
Symbol | Grade | Weight | |
---|---|---|---|
META | A | -5.16% | |
NVDA | B | -4.58% | |
AMZN | C | -4.54% | |
LLY | D | -4.44% | |
COST | C | -3.62% | |
GE | B | -3.52% | |
WMT | A | -3.39% | |
PGR | B | -1.89% | |
ETN | B | -1.79% | |
GS | B | -1.68% | |
RTX | A | -1.61% | |
PM | D | -1.51% | |
AXP | A | -1.48% | |
QCOM | D | -1.43% | |
CEG | A | -1.39% | |
AMAT | C | -1.38% | |
ANET | A | -1.22% | |
BSX | A | -1.19% | |
KKR | A | -1.17% | |
ISRG | C | -1.13% | |
TJX | D | -1.1% | |
TT | A | -1.09% | |
KLAC | B | -1.04% | |
MMM | C | -1.01% | |
C | B | -0.99% | |
VRTX | D | -0.96% | |
APH | D | -0.92% | |
CTAS | C | -0.88% | |
PH | A | -0.81% | |
MCK | F | -0.79% | |
TDG | A | -0.79% | |
CL | D | -0.79% | |
FI | A | -0.78% | |
MSI | A | -0.76% | |
ICE | A | -0.75% | |
WELL | C | -0.73% | |
VST | A | -0.69% | |
HWM | A | -0.66% | |
PLTR | A | -0.58% | |
GD | C | -0.57% | |
EMR | B | -0.57% | |
AJG | C | -0.56% | |
PEG | A | -0.52% | |
FICO | C | -0.52% | |
VRT | B | -0.52% | |
IRM | B | -0.51% | |
URI | C | -0.48% | |
MSTR | B | -0.47% | |
TRGP | A | -0.47% | |
COIN | F | -0.46% | |
HIG | A | -0.46% | |
BK | A | -0.45% | |
DELL | C | -0.45% | |
AEP | C | -0.44% | |
DHI | C | -0.44% | |
WMB | A | -0.44% | |
HLT | A | -0.42% | |
IR | A | -0.41% | |
ALL | A | -0.4% | |
PWR | A | -0.4% | |
MPWR | B | -0.39% | |
PHM | C | -0.36% | |
GRMN | D | -0.36% | |
RSG | D | -0.35% | |
EME | B | -0.34% | |
FERG | F | -0.34% | |
CBRE | C | -0.33% | |
APP | A | -0.33% | |
VLTO | A | -0.33% | |
WAB | A | -0.32% | |
NTAP | D | -0.32% | |
SMCI | F | -0.32% | |
DFS | A | -0.31% | |
LEN | C | -0.31% | |
DECK | B | -0.3% | |
GDDY | B | -0.3% | |
NRG | A | -0.28% | |
WSM | C | -0.28% | |
MLM | F | -0.27% | |
EBAY | A | -0.26% | |
ARES | A | -0.26% | |
NVR | C | -0.25% | |
LII | C | -0.25% | |
BRO | A | -0.25% | |
FITB | C | -0.24% | |
LDOS | A | -0.24% | |
VMC | D | -0.24% | |
NDAQ | C | -0.24% | |
CSL | A | -0.23% | |
DOV | C | -0.22% | |
SW | C | -0.22% | |
TPL | A | -0.22% | |
TYL | D | -0.22% | |
AXON | A | -0.21% | |
STX | C | -0.18% | |
TW | A | -0.18% | |
ERIE | A | -0.18% | |
WDC | C | -0.18% | |
SYF | A | -0.17% | |
PSTG | F | -0.15% | |
PKG | B | -0.15% | |
HEI | C | -0.15% | |
HUBB | A | -0.14% | |
UTHR | C | -0.14% | |
UHS | D | -0.13% | |
IP | C | -0.13% | |
L | C | -0.12% | |
HEI | C | -0.12% | |
OC | C | -0.12% | |
HOOD | B | -0.11% | |
DKS | D | -0.1% | |
TOST | B | -0.09% | |
FNF | C | -0.09% | |
DVA | C | -0.08% | |
CG | B | -0.07% | |
ALLY | F | -0.06% |
FBCV: Top Represented Industries & Keywords
MTUM: Top Represented Industries & Keywords