FBCV vs. SCHJ ETF Comparison
Comparison of Fidelity Blue Chip Value ETF (FBCV) to HCM Defender 500 Index ETF (SCHJ)
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
$32.68
Average Daily Volume
14,558
Number of Holdings
*
81
* may have additional holdings in another (foreign) market
SCHJ
HCM Defender 500 Index ETF
SCHJ Description
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays US 1-5 Year Corporate Bond Index. To pursue its goal, the fund generally invests in securities that are included in the index. The index measures the performance of U.S. investment grade, taxable corporate bonds with maturities greater than or equal to one year and less than five years that have $300 million or more of outstanding face value. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.Grade (RS Rating)
Last Trade
$49.22
Average Daily Volume
49,932
Number of Holdings
*
436
* may have additional holdings in another (foreign) market
Performance
| Period | FBCV | SCHJ |
|---|---|---|
| 30 Days | 1.25% | 0.19% |
| 60 Days | 8.66% | 1.10% |
| 90 Days | 9.99% | 2.71% |
| 12 Months | 24.02% | 9.03% |
50 Overlapping Holdings
| Symbol | Grade | Weight in FBCV | Weight in SCHJ | Overlap | |
|---|---|---|---|---|---|
| AES | C | 0.51% | 0.0% | 0.0% | |
| AVGO | B | 0.18% | 0.02% | 0.02% | |
| AZN | D | 1.93% | 0.01% | 0.01% | |
| BA | F | 0.29% | 0.01% | 0.01% | |
| BAC | B | 2.94% | 0.03% | 0.03% | |
| BLK | A | 1.98% | 0.07% | 0.07% | |
| BMY | A | 1.62% | 0.02% | 0.02% | |
| CB | A | 1.74% | 0.02% | 0.02% | |
| CCI | D | 0.74% | 0.01% | 0.01% | |
| CF | A | 0.92% | 0.02% | 0.02% | |
| CI | D | 2.89% | 0.02% | 0.02% | |
| CMCSA | B | 2.87% | 0.01% | 0.01% | |
| CMI | A | 0.33% | 0.0% | 0.0% | |
| CSCO | A | 2.05% | 0.03% | 0.03% | |
| CVS | D | 1.27% | 0.01% | 0.01% | |
| DE | C | 1.72% | 0.0% | 0.0% | |
| DIS | D | 2.28% | 0.04% | 0.04% | |
| EIX | C | 1.38% | 0.0% | 0.0% | |
| FDX | F | 1.04% | 0.04% | 0.04% | |
| G | A | 0.39% | 0.02% | 0.02% | |
| HRB | C | 1.83% | 0.02% | 0.02% | |
| JCI | C | 0.68% | 0.03% | 0.03% | |
| JNJ | D | 1.7% | 0.02% | 0.02% | |
| JPM | C | 4.05% | 0.02% | 0.02% | |
| KDP | C | 1.13% | 0.02% | 0.02% | |
| KO | C | 1.33% | 0.05% | 0.05% | |
| LHX | A | 0.63% | 0.03% | 0.03% | |
| LMT | A | 1.14% | 0.02% | 0.02% | |
| LOW | C | 0.95% | 0.01% | 0.01% | |
| MDLZ | D | 0.71% | 0.03% | 0.03% | |
| MTB | A | 0.96% | 0.01% | 0.01% | |
| MU | D | 0.55% | 0.03% | 0.03% | |
| NEE | C | 0.62% | 0.0% | 0.0% | |
| NOC | B | 1.32% | 0.04% | 0.04% | |
| NTRS | B | 0.88% | 0.04% | 0.04% | |
| NXPI | F | 0.17% | 0.02% | 0.02% | |
| PCG | C | 2.34% | 0.02% | 0.02% | |
| PG | D | 1.12% | 0.02% | 0.02% | |
| PNC | C | 1.35% | 0.02% | 0.02% | |
| ROST | D | 0.95% | 0.02% | 0.02% | |
| SO | A | 0.37% | 0.0% | 0.0% | |
| SPG | A | 0.42% | 0.02% | 0.02% | |
| SRE | C | 0.69% | 0.02% | 0.02% | |
| TEL | D | 0.2% | 0.03% | 0.03% | |
| TPR | B | 0.27% | 0.03% | 0.03% | |
| TSN | D | 0.72% | 0.02% | 0.02% | |
| UNH | B | 2.87% | 0.01% | 0.01% | |
| USB | C | 0.89% | 0.03% | 0.03% | |
| WFC | B | 2.27% | 0.02% | 0.02% | |
| XOM | A | 4.59% | 0.03% | 0.03% |
FBCV Overweight 31 Positions Relative to SCHJ
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | 2.72% | |
| TRV | B | 2.7% | |
| CNC | F | 2.27% | |
| KVUE | C | 1.6% | |
| ELV | F | 1.44% | |
| CTSH | B | 1.37% | |
| WTW | C | 1.22% | |
| DOX | B | 1.17% | |
| SNY | C | 1.08% | |
| PNR | C | 1.02% | |
| USFD | C | 0.92% | |
| HLN | C | 0.88% | |
| APO | A | 0.8% | |
| RRX | B | 0.79% | |
| NGG | D | 0.77% | |
| CCEP | C | 0.72% | |
| EQNR | D | 0.72% | |
| OXY | D | 0.7% | |
| CCK | C | 0.7% | |
| BJ | B | 0.69% | |
| MMS | C | 0.61% | |
| OVV | D | 0.6% | |
| AR | C | 0.58% | |
| DEO | C | 0.57% | |
| MUSA | D | 0.42% | |
| OTEX | D | 0.28% | |
| GEV | A | 0.26% | |
| CFR | B | 0.23% | |
| OSK | F | 0.18% | |
| CHRW | C | 0.15% | |
| ALSN | A | 0.12% |
FBCV Underweight 386 Positions Relative to SCHJ
| Symbol | Grade | Weight | |
|---|---|---|---|
| HPQ | B | -0.1% | |
| CARR | A | -0.1% | |
| MDT | C | -0.1% | |
| BIIB | F | -0.1% | |
| COP | D | -0.09% | |
| BABA | A | -0.09% | |
| DD | C | -0.09% | |
| V | B | -0.09% | |
| TAP | D | -0.08% | |
| OTIS | A | -0.07% | |
| KLAC | B | -0.07% | |
| CME | A | -0.07% | |
| STLA | F | -0.07% | |
| GILD | A | -0.07% | |
| NI | A | -0.06% | |
| WBA | F | -0.06% | |
| TMUS | A | -0.06% | |
| ORCL | A | -0.06% | |
| CHTR | D | -0.06% | |
| ETN | B | -0.05% | |
| RF | B | -0.05% | |
| MCHP | F | -0.05% | |
| SJM | D | -0.05% | |
| EMN | C | -0.05% | |
| ADP | A | -0.05% | |
| SF | A | -0.05% | |
| HRL | F | -0.05% | |
| ATO | A | -0.05% | |
| VRSK | D | -0.05% | |
| TGT | C | -0.05% | |
| BDX | C | -0.05% | |
| BERY | C | -0.05% | |
| SYF | A | -0.05% | |
| DLTR | F | -0.05% | |
| MRK | F | -0.05% | |
| GS | B | -0.05% | |
| MSFT | D | -0.05% | |
| ITW | C | -0.04% | |
| SPGI | C | -0.04% | |
| UHS | D | -0.04% | |
| DXC | C | -0.04% | |
| AMAT | C | -0.04% | |
| CMA | C | -0.04% | |
| BHP | B | -0.04% | |
| PPL | C | -0.04% | |
| MLM | F | -0.04% | |
| WLK | C | -0.04% | |
| JBHT | D | -0.04% | |
| DOW | B | -0.04% | |
| VFC | A | -0.04% | |
| PH | A | -0.04% | |
| MA | A | -0.04% | |
| HON | C | -0.04% | |
| MOS | F | -0.04% | |
| RPRX | D | -0.04% | |
| FOXA | B | -0.04% | |
| JEF | A | -0.04% | |
| GSK | F | -0.04% | |
| LUV | B | -0.04% | |
| SBUX | B | -0.04% | |
| AXP | A | -0.04% | |
| HCA | C | -0.04% | |
| AIG | C | -0.04% | |
| AMZN | C | -0.04% | |
| AAPL | C | -0.04% | |
| DELL | C | -0.04% | |
| AMCR | C | -0.03% | |
| FAF | C | -0.03% | |
| KEYS | B | -0.03% | |
| VMC | D | -0.03% | |
| HP | D | -0.03% | |
| THG | A | -0.03% | |
| DLR | C | -0.03% | |
| EA | D | -0.03% | |
| BWA | C | -0.03% | |
| PHM | C | -0.03% | |
| IFF | D | -0.03% | |
| SWKS | F | -0.03% | |
| EMR | B | -0.03% | |
| EQR | C | -0.03% | |
| KMPR | D | -0.03% | |
| HAS | A | -0.03% | |
| CLX | C | -0.03% | |
| MAIN | A | -0.03% | |
| RL | B | -0.03% | |
| GP | D | -0.03% | |
| ORI | A | -0.03% | |
| TME | B | -0.03% | |
| GWW | B | -0.03% | |
| FTNT | A | -0.03% | |
| BC | C | -0.03% | |
| LII | C | -0.03% | |
| JBL | C | -0.03% | |
| ED | C | -0.03% | |
| SNX | C | -0.03% | |
| AN | D | -0.03% | |
| LDOS | A | -0.03% | |
| MHK | C | -0.03% | |
| WB | B | -0.03% | |
| BAX | D | -0.03% | |
| CE | D | -0.03% | |
| FRT | D | -0.03% | |
| OPI | F | -0.03% | |
| FTV | C | -0.03% | |
| JD | A | -0.03% | |
| MSI | A | -0.03% | |
| AWH | F | -0.03% | |
| IP | C | -0.03% | |
| PVH | D | -0.03% | |
| JHG | A | -0.03% | |
| VNT | F | -0.03% | |
| BKU | D | -0.03% | |
| VRSN | C | -0.03% | |
| CNO | B | -0.03% | |
| KEY | B | -0.03% | |
| ALL | A | -0.03% | |
| SWK | C | -0.03% | |
| DG | F | -0.03% | |
| MKC | C | -0.03% | |
| DGX | D | -0.03% | |
| FANG | D | -0.03% | |
| EBAY | A | -0.03% | |
| EVRG | C | -0.03% | |
| AVT | B | -0.03% | |
| ALLY | F | -0.03% | |
| HAL | D | -0.03% | |
| TT | A | -0.03% | |
| MPC | D | -0.03% | |
| TMO | D | -0.03% | |
| VLO | F | -0.03% | |
| WMB | A | -0.03% | |
| LVS | B | -0.03% | |
| EPD | A | -0.03% | |
| EXC | C | -0.03% | |
| NVDA | B | -0.03% | |
| FIS | A | -0.03% | |
| PFE | D | -0.03% | |
| GOOGL | B | -0.03% | |
| PYPL | A | -0.03% | |
| ARCC | A | -0.03% | |
| BIDU | C | -0.03% | |
| HPE | B | -0.03% | |
| GE | B | -0.03% | |
| IBM | A | -0.03% | |
| WMT | A | -0.03% | |
| C | B | -0.03% | |
| ABBV | C | -0.03% | |
| HSBC | A | -0.03% | |
| MS | A | -0.03% | |
| TSLX | B | -0.02% | |
| TCPC | F | -0.02% | |
| FNB | D | -0.02% | |
| VLY | C | -0.02% | |
| SNV | D | -0.02% | |
| WAL | C | -0.02% | |
| ALLE | A | -0.02% | |
| ADI | B | -0.02% | |
| AIZ | B | -0.02% | |
| APD | C | -0.02% | |
| DOV | C | -0.02% | |
| LEG | D | -0.02% | |
| RGA | B | -0.02% | |
| KSS | D | -0.02% | |
| SBRA | C | -0.02% | |
| OCSL | D | -0.02% | |
| EQH | B | -0.02% | |
| GXO | D | -0.02% | |
| HTGC | B | -0.02% | |
| NEU | F | -0.02% | |
| BCSF | A | -0.02% | |
| CTVA | A | -0.02% | |
| PSEC | C | -0.02% | |
| AGO | B | -0.02% | |
| RNR | A | -0.02% | |
| HES | D | -0.02% | |
| TRMB | B | -0.02% | |
| ADM | F | -0.02% | |
| KRC | C | -0.02% | |
| TKR | B | -0.02% | |
| OC | C | -0.02% | |
| ADSK | B | -0.02% | |
| JNPR | C | -0.02% | |
| RS | D | -0.02% | |
| PNW | C | -0.02% | |
| ILMN | B | -0.02% | |
| RPM | A | -0.02% | |
| EL | D | -0.02% | |
| GBDC | B | -0.02% | |
| FHN | D | -0.02% | |
| STLD | C | -0.02% | |
| DAL | C | -0.02% | |
| LLY | D | -0.02% | |
| LNC | B | -0.02% | |
| LNT | B | -0.02% | |
| HOG | D | -0.02% | |
| UNM | A | -0.02% | |
| PKG | B | -0.02% | |
| HUBB | A | -0.02% | |
| LAZ | C | -0.02% | |
| BR | B | -0.02% | |
| GSBD | D | -0.02% | |
| TDY | A | -0.02% | |
| BKH | C | -0.02% | |
| VOYA | A | -0.02% | |
| SLG | C | -0.02% | |
| PFG | A | -0.02% | |
| NUE | D | -0.02% | |
| WPC | C | -0.02% | |
| WM | B | -0.02% | |
| MRVL | C | -0.02% | |
| ROK | D | -0.02% | |
| INTU | F | -0.02% | |
| BG | F | -0.02% | |
| NTAP | D | -0.02% | |
| L | C | -0.02% | |
| KR | C | -0.02% | |
| SHW | C | -0.02% | |
| AON | A | -0.02% | |
| KMB | D | -0.02% | |
| A | B | -0.02% | |
| HII | F | -0.02% | |
| MCO | D | -0.02% | |
| LYB | B | -0.02% | |
| H | B | -0.02% | |
| ARE | D | -0.02% | |
| DHI | C | -0.02% | |
| CNP | B | -0.02% | |
| CNA | D | -0.02% | |
| NNN | C | -0.02% | |
| UAL | A | -0.02% | |
| EQIX | C | -0.02% | |
| WEC | B | -0.02% | |
| AWK | D | -0.02% | |
| R | C | -0.02% | |
| DVN | F | -0.02% | |
| TJX | D | -0.02% | |
| CAH | B | -0.02% | |
| HBAN | B | -0.02% | |
| XEL | C | -0.02% | |
| MMM | C | -0.02% | |
| WAB | A | -0.02% | |
| SITC | D | -0.02% | |
| ORLY | A | -0.02% | |
| CFG | C | -0.02% | |
| NDAQ | C | -0.02% | |
| LEN | C | -0.02% | |
| EXPE | B | -0.02% | |
| BKNG | B | -0.02% | |
| PEG | A | -0.02% | |
| D | A | -0.02% | |
| ABT | C | -0.02% | |
| AMP | A | -0.02% | |
| LH | D | -0.02% | |
| SYK | C | -0.02% | |
| AGR | C | -0.02% | |
| PM | D | -0.02% | |
| K | B | -0.02% | |
| ETR | A | -0.02% | |
| CNH | C | -0.02% | |
| MET | A | -0.02% | |
| HST | D | -0.02% | |
| GLPI | C | -0.02% | |
| STZ | D | -0.02% | |
| CRM | B | -0.02% | |
| MO | D | -0.02% | |
| GPN | F | -0.02% | |
| CAT | A | -0.02% | |
| CM | C | -0.02% | |
| QCOM | D | -0.02% | |
| DUK | C | -0.02% | |
| ICE | A | -0.02% | |
| AL | D | -0.02% | |
| SYY | D | -0.02% | |
| UPS | D | -0.02% | |
| MMC | D | -0.02% | |
| SLB | D | -0.02% | |
| GD | C | -0.02% | |
| RTX | A | -0.02% | |
| VOD | D | -0.02% | |
| MAR | A | -0.02% | |
| EOG | B | -0.02% | |
| BXP | B | -0.02% | |
| AER | C | -0.02% | |
| BNS | C | -0.02% | |
| DB | A | -0.02% | |
| OMC | C | -0.02% | |
| PEP | F | -0.02% | |
| ZTS | C | -0.02% | |
| TFC | D | -0.02% | |
| DFS | A | -0.02% | |
| VZ | C | -0.02% | |
| RY | C | -0.02% | |
| MUFG | D | -0.02% | |
| CVX | B | -0.02% | |
| NWG | B | -0.02% | |
| INTC | D | -0.02% | |
| CHD | D | -0.01% | |
| NEM | C | -0.01% | |
| BEN | F | -0.01% | |
| VNO | B | -0.01% | |
| FE | C | -0.01% | |
| BRO | A | -0.01% | |
| ALB | D | -0.01% | |
| PDM | C | -0.01% | |
| ARW | C | -0.01% | |
| CSL | A | -0.01% | |
| OGE | C | -0.01% | |
| MAA | D | -0.01% | |
| O | C | -0.01% | |
| CSX | D | -0.01% | |
| OHI | C | -0.01% | |
| EFX | D | -0.01% | |
| RSG | D | -0.01% | |
| ROP | D | -0.01% | |
| AEP | C | -0.01% | |
| AFL | A | -0.01% | |
| CP | C | -0.01% | |
| DHR | D | -0.01% | |
| NKE | D | -0.01% | |
| WRK | C | -0.01% | |
| ES | D | -0.01% | |
| PSA | C | -0.01% | |
| AVB | C | -0.01% | |
| CPB | D | -0.01% | |
| PPG | D | -0.01% | |
| HSY | D | -0.01% | |
| AMG | B | -0.01% | |
| OGS | C | -0.01% | |
| LRCX | D | -0.01% | |
| PAA | B | -0.01% | |
| APTV | D | -0.01% | |
| HUM | F | -0.01% | |
| MCK | F | -0.01% | |
| ADBE | F | -0.01% | |
| KMI | A | -0.01% | |
| VTR | C | -0.01% | |
| NFG | A | -0.01% | |
| SCHW | D | -0.01% | |
| PRU | B | -0.01% | |
| CAG | D | -0.01% | |
| GIS | C | -0.01% | |
| DTE | B | -0.01% | |
| STT | A | -0.01% | |
| FITB | C | -0.01% | |
| HD | A | -0.01% | |
| BK | A | -0.01% | |
| PSX | D | -0.01% | |
| AMGN | D | -0.01% | |
| BMO | B | -0.01% | |
| TD | B | -0.01% | |
| AMT | D | -0.01% | |
| COF | A | -0.01% | |
| MCD | A | -0.01% | |
| GM | D | -0.01% | |
| ZBH | F | -0.01% | |
| T | B | -0.01% | |
| FCNCA | D | -0.0% | |
| CTRA | D | -0.0% | |
| COST | C | -0.0% | |
| CMS | A | -0.0% | |
| AEE | A | -0.0% | |
| SCCO | B | -0.0% | |
| PCAR | D | -0.0% | |
| KIM | C | -0.0% | |
| WHR | C | -0.0% | |
| FLEX | B | -0.0% | |
| CUBE | C | -0.0% | |
| APH | D | -0.0% | |
| AZO | D | -0.0% | |
| ESS | D | -0.0% | |
| BDN | B | -0.0% | |
| BRX | C | -0.0% | |
| NSC | C | -0.0% | |
| WU | D | -0.0% | |
| IVZ | A | -0.0% | |
| TXT | F | -0.0% | |
| TXN | C | -0.0% | |
| CL | D | -0.0% | |
| UNP | F | -0.0% | |
| LIN | C | -0.0% | |
| OKE | A | -0.0% | |
| WELL | C | -0.0% | |
| BSX | A | -0.0% | |
| DOC | C | -0.0% | |
| FSK | A | -0.0% | |
| MPLX | B | -0.0% |
FBCV: Top Represented Industries & Keywords
Industries:
Health Care Plans
Banks - Regional - US
Drug Manufacturers - Major
Utilities - Regulated Electric
Aerospace & Defense
Asset Management
Banks - Global
Beverages - Soft Drinks
Diversified Industrials
Oil & Gas E&P
Utilities - Diversified
Business Services
Communication Equipment
Household & Personal Products
Insurance - Property & Casualty
Integrated Shipping & Logistics
Oil & Gas Integrated
Semiconductors
Specialty Retail
Agricultural Inputs
SCHJ: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Asset Management
Banks - Regional - US
Banks - Global
Drug Manufacturers - Major
Credit Services
Diversified Industrials
Semiconductors
REIT - Office
Specialty Chemicals
Business Services
Utilities - Diversified
Aerospace & Defense
Capital Markets
Diagnostics & Research
Insurance - Life
Oil & Gas E&P
Packaged Foods
REIT - Retail
Household & Personal Products
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