FBCV vs. SFYX ETF Comparison

Comparison of Fidelity Blue Chip Value ETF (FBCV) to SoFi Next 500 ETF (SFYX)
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

$32.50

Average Daily Volume

14,196

Number of Holdings *

81

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

SoFi Next 500 ETF

SFYX Description The investment seeks to track the performance, before fees and expenses, of the Solactive SoFi US Next 500 Growth Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index. The index follows a rules-based methodology that tracks the performance of the 500 smallest of the 1,000 largest U.S.-listed companies weighted based on a proprietary mix of their market capitalization and fundamental factors.

Grade (RS Rating)

Last Trade

$14.10

Average Daily Volume

30,098

Number of Holdings *

483

* may have additional holdings in another (foreign) market
Performance
Period FBCV SFYX
30 Days 0.35% 2.13%
60 Days 5.75% 5.86%
90 Days 9.38% 7.63%
12 Months 22.83% 25.39%
16 Overlapping Holdings
Symbol Grade Weight in FBCV Weight in SFYX Overlap
ALSN A 0.12% 0.18% 0.12%
AR B 0.58% 0.08% 0.08%
BJ C 0.69% 0.2% 0.2%
CCK C 0.7% 0.17% 0.17%
CFR D 0.23% 0.22% 0.22%
CHRW C 0.15% 0.15% 0.15%
DOX B 1.17% 0.2% 0.2%
HRB C 1.83% 0.16% 0.16%
MMS C 0.61% 0.11% 0.11%
MUSA D 0.42% 0.16% 0.16%
OSK F 0.18% 0.24% 0.18%
OVV D 0.6% 0.14% 0.14%
PNR B 1.02% 0.3% 0.3%
RRX C 0.79% 0.63% 0.63%
TPR C 0.27% 0.2% 0.2%
USFD C 0.92% 0.37% 0.37%
FBCV Overweight 65 Positions Relative to SFYX
Symbol Grade Weight
XOM A 4.59%
JPM D 4.05%
BAC D 2.94%
CI D 2.89%
CMCSA C 2.87%
UNH B 2.87%
BRK.A C 2.72%
TRV C 2.7%
PCG C 2.34%
DIS D 2.28%
CNC F 2.27%
WFC F 2.27%
CSCO A 2.05%
BLK A 1.98%
AZN D 1.93%
CB B 1.74%
DE B 1.72%
JNJ D 1.7%
BMY B 1.62%
KVUE C 1.6%
ELV F 1.44%
EIX B 1.38%
CTSH B 1.37%
PNC C 1.35%
KO C 1.33%
NOC B 1.32%
CVS C 1.27%
WTW C 1.22%
LMT A 1.14%
KDP C 1.13%
PG D 1.12%
SNY C 1.08%
FDX D 1.04%
MTB C 0.96%
LOW A 0.95%
ROST D 0.95%
CF A 0.92%
USB D 0.89%
HLN C 0.88%
NTRS C 0.88%
APO B 0.8%
NGG C 0.77%
CCI C 0.74%
CCEP D 0.72%
TSN D 0.72%
EQNR C 0.72%
MDLZ D 0.71%
OXY D 0.7%
SRE B 0.69%
JCI C 0.68%
LHX A 0.63%
NEE A 0.62%
DEO C 0.57%
MU D 0.55%
AES C 0.51%
SPG A 0.42%
G A 0.39%
SO A 0.37%
CMI A 0.33%
BA F 0.29%
OTEX D 0.28%
GEV A 0.26%
TEL D 0.2%
AVGO C 0.18%
NXPI F 0.17%
FBCV Underweight 467 Positions Relative to SFYX
Symbol Grade Weight
DT B -0.9%
OWL A -0.86%
FTI B -0.76%
PSTG F -0.74%
NTNX C -0.73%
IBKR A -0.65%
HOOD C -0.63%
TAP D -0.62%
NRG A -0.6%
TKO A -0.6%
KIM C -0.59%
NCLH C -0.57%
WYNN B -0.55%
MANH C -0.54%
GWRE A -0.5%
KNSL C -0.48%
DUOL B -0.47%
EME C -0.47%
RIVN F -0.46%
LII C -0.45%
HEI C -0.43%
NTRA B -0.43%
ACM A -0.43%
PEN D -0.42%
LNTH C -0.42%
RCM B -0.41%
CELH F -0.4%
UTHR C -0.4%
MORN C -0.4%
GTLS F -0.4%
TOST C -0.4%
SN A -0.39%
EWBC D -0.39%
TPL A -0.38%
RYAN A -0.38%
FIX B -0.38%
AAL D -0.38%
ACHC F -0.37%
SRPT F -0.37%
SOFI C -0.37%
ITCI D -0.37%
TTEK A -0.36%
PSN A -0.35%
IVZ B -0.35%
APPF C -0.35%
DAY B -0.35%
ELF F -0.35%
NBIX F -0.35%
ANF F -0.35%
RGA C -0.34%
U D -0.34%
AGNC C -0.34%
EQT B -0.33%
TW A -0.33%
PCTY B -0.33%
REXR D -0.33%
WFRD F -0.33%
BSY D -0.33%
WING C -0.33%
IOT C -0.32%
FFIV B -0.32%
XPO F -0.32%
CADE D -0.32%
PCOR D -0.32%
NOV F -0.32%
GMED D -0.32%
SAIA D -0.31%
FNF B -0.31%
CNH D -0.3%
PNFP D -0.3%
AVTR D -0.3%
THC D -0.3%
SRCL A -0.3%
LNW F -0.29%
GGG C -0.29%
PR D -0.29%
TRMB B -0.29%
RPM B -0.29%
AFRM C -0.29%
WBS D -0.29%
TDW F -0.28%
CZR B -0.28%
PFGC A -0.28%
JNPR B -0.28%
WAL C -0.28%
ALLE A -0.28%
UHS D -0.28%
MEDP F -0.28%
AMH D -0.28%
MTZ B -0.28%
JEF A -0.27%
JAZZ F -0.27%
AOS B -0.27%
WSO C -0.27%
NDSN C -0.27%
SMAR A -0.27%
PATH F -0.27%
GAP F -0.27%
THG C -0.27%
APG F -0.27%
AIZ B -0.27%
GLPI A -0.27%
ARMK B -0.27%
HQY C -0.27%
CVNA A -0.26%
TXRH C -0.26%
WTFC C -0.26%
CW A -0.26%
TOL A -0.26%
CHDN D -0.26%
ELS D -0.26%
NVT D -0.26%
DVA C -0.26%
WWD C -0.26%
NI A -0.25%
BILL D -0.25%
REG C -0.25%
ITT C -0.25%
WEX C -0.25%
AL D -0.25%
EDR A -0.25%
FHN D -0.25%
OC C -0.25%
ALLY F -0.25%
CUBE C -0.25%
JBL C -0.25%
INSP C -0.25%
AAON B -0.25%
UI A -0.25%
ST F -0.24%
BRKR D -0.24%
DKS D -0.24%
CRBG C -0.24%
ESTC F -0.24%
LECO F -0.24%
ALKS B -0.24%
COTY F -0.23%
JLL C -0.23%
MTCH B -0.23%
EGP D -0.23%
COLB C -0.23%
CMA C -0.23%
CASY D -0.23%
MSA F -0.23%
BLD D -0.23%
KRG C -0.23%
BXP C -0.23%
S D -0.23%
AFG B -0.23%
CLH C -0.23%
POOL B -0.22%
ATI C -0.22%
FLR C -0.22%
CG B -0.22%
ENSG D -0.22%
EHC B -0.22%
ALK C -0.22%
ADTN C -0.22%
AZEK C -0.22%
FND C -0.22%
CPT C -0.22%
FRPT C -0.22%
BFAM B -0.22%
VOYA A -0.21%
CIEN A -0.21%
PEGA C -0.21%
BRBR A -0.21%
IPG D -0.21%
RMBS F -0.21%
SFM A -0.21%
LAMR C -0.21%
BOKF D -0.21%
CACI A -0.21%
PNW B -0.21%
SF A -0.2%
HALO C -0.2%
ATR A -0.2%
CBSH D -0.2%
BWXT A -0.2%
HII F -0.2%
EXEL B -0.2%
RHP C -0.2%
PRGO F -0.2%
UNM A -0.2%
EQH C -0.2%
ADC B -0.2%
CRL F -0.19%
TECH D -0.19%
CROX C -0.19%
BIO B -0.19%
PRI A -0.19%
ZION D -0.19%
NWSA D -0.19%
OZK D -0.19%
WMS D -0.19%
EXP B -0.19%
PAG D -0.19%
ACI F -0.19%
ONB D -0.19%
SCI D -0.19%
OHI C -0.19%
SSB C -0.19%
Z C -0.19%
XRAY D -0.19%
CHE C -0.19%
FCN C -0.18%
AIT B -0.18%
GNTX D -0.18%
STWD C -0.18%
GPK D -0.18%
NYT C -0.18%
MKTX B -0.18%
RLI A -0.18%
FOXA A -0.18%
LAD C -0.18%
RGLD C -0.18%
ZWS A -0.18%
PLNT B -0.18%
APLS F -0.18%
ROKU B -0.18%
RBC C -0.18%
PPC D -0.18%
SNV D -0.18%
ETSY F -0.17%
CR B -0.17%
GTLB D -0.17%
FN B -0.17%
GL C -0.17%
LEA F -0.17%
INGR B -0.17%
SPSC F -0.17%
NNN A -0.17%
FLS A -0.17%
WSC D -0.17%
PB D -0.17%
INFA D -0.17%
SNX D -0.17%
AXS A -0.17%
LBRDK B -0.16%
H C -0.16%
FR D -0.16%
VNO B -0.16%
FRT D -0.16%
COHR A -0.16%
WTRG D -0.16%
SEIC B -0.16%
EVR C -0.16%
DCI C -0.16%
HSIC D -0.16%
KEX C -0.16%
LSCC D -0.16%
OLED C -0.16%
SKX D -0.16%
SWX C -0.16%
AGCO D -0.16%
AXTA C -0.16%
TPX C -0.16%
AM A -0.16%
EXLS A -0.15%
QGEN D -0.15%
VRNS C -0.15%
SW C -0.15%
FSS D -0.15%
ORI B -0.15%
WHR C -0.15%
TENB F -0.15%
VLY C -0.15%
WCC D -0.15%
DNB D -0.15%
HLI B -0.15%
CNM F -0.15%
PVH F -0.15%
SSD B -0.15%
CHX C -0.14%
HUN C -0.14%
BYD C -0.14%
IONS F -0.14%
UBSI D -0.14%
CFLT F -0.14%
SITE D -0.14%
STAG D -0.14%
TRNO D -0.14%
AYI A -0.14%
RL B -0.14%
KBR B -0.14%
ONTO C -0.14%
BRX C -0.14%
SUM F -0.14%
DTM A -0.14%
HOMB D -0.14%
MIDD D -0.14%
GNRC B -0.14%
TTC D -0.14%
POST D -0.14%
MTN D -0.14%
LYFT D -0.14%
SIGI D -0.14%
KNX D -0.14%
MASI B -0.13%
DBX B -0.13%
CHH C -0.13%
ESNT C -0.13%
BPMC F -0.13%
MTSI C -0.13%
CLF F -0.13%
M F -0.13%
OPCH F -0.13%
SLM C -0.13%
TREX D -0.13%
MMSI C -0.13%
CWST D -0.13%
DINO D -0.13%
ESAB C -0.13%
BL C -0.13%
GXO D -0.13%
REYN D -0.12%
BBWI F -0.12%
KNF C -0.12%
ESI C -0.12%
GKOS C -0.12%
FYBR C -0.12%
BWA C -0.12%
MAT D -0.12%
FIVE D -0.12%
BERY C -0.12%
IBP C -0.12%
IRT D -0.12%
APA F -0.12%
X F -0.12%
SAIC A -0.12%
WTS C -0.11%
OGE A -0.11%
MLI B -0.11%
W D -0.11%
CRUS D -0.11%
LCID D -0.11%
TKR D -0.11%
FAF C -0.11%
TMHC C -0.11%
QLYS F -0.11%
CACC F -0.11%
CHRD F -0.11%
TNET F -0.11%
MTG B -0.11%
IPAR F -0.11%
FFIN D -0.11%
MTDR F -0.11%
CTLT A -0.11%
MTH C -0.11%
CHK D -0.11%
GBCI C -0.11%
RYN C -0.11%
ORA C -0.11%
AN D -0.11%
RGEN F -0.11%
AWI A -0.11%
NSIT B -0.11%
HXL F -0.11%
AMKR F -0.11%
FMC C -0.11%
ZI D -0.1%
SLGN C -0.1%
CMC D -0.1%
R C -0.1%
LFUS D -0.1%
IDA D -0.1%
WH C -0.1%
CBT C -0.1%
BCPC C -0.1%
ARW C -0.1%
LANC F -0.1%
ALGM F -0.1%
HOG D -0.1%
HP F -0.1%
RHI D -0.1%
DAR F -0.1%
MHK B -0.1%
CNXC F -0.1%
ACT C -0.1%
LNC D -0.1%
NEU F -0.1%
UFPI C -0.1%
BECN D -0.1%
VMI B -0.1%
MSM D -0.09%
FIZZ F -0.09%
COLD D -0.09%
IGT F -0.09%
TDC D -0.09%
AAP F -0.09%
RH C -0.09%
SMG B -0.09%
HAE D -0.09%
OGN F -0.09%
SON D -0.09%
CIVI F -0.09%
VNT F -0.09%
EXPO A -0.09%
GTES C -0.09%
WMG C -0.09%
DLB C -0.09%
BC D -0.09%
RDN D -0.09%
NXST F -0.09%
EEFT F -0.09%
FLO D -0.09%
CGNX F -0.09%
WK D -0.09%
VFC B -0.09%
POR D -0.09%
LPX C -0.09%
OMF F -0.09%
ABG F -0.08%
COLM D -0.08%
HGV F -0.08%
MUR F -0.08%
PARA F -0.08%
BCC C -0.08%
MKSI F -0.08%
LSTR F -0.08%
COOP B -0.08%
KRC C -0.08%
CPRI B -0.08%
RIG F -0.08%
AMG B -0.08%
SEE D -0.08%
DV F -0.08%
PII D -0.08%
RRC C -0.08%
SWN D -0.08%
HAS A -0.08%
OGS C -0.07%
AA B -0.07%
NFG A -0.07%
WU D -0.07%
FIVN F -0.07%
WEN D -0.07%
CYTK D -0.07%
JXN A -0.07%
ASH F -0.07%
ASGN D -0.07%
MDU C -0.07%
OLN C -0.07%
IAC D -0.07%
DDS D -0.07%
ELAN C -0.07%
THO C -0.07%
ASO D -0.07%
RVMD B -0.07%
NFE F -0.06%
MGY B -0.06%
IPGP D -0.06%
DXC B -0.06%
NSP F -0.06%
SM C -0.06%
BKH C -0.06%
VVV F -0.06%
VAC D -0.05%
CC D -0.05%
CAR F -0.05%
NJR C -0.05%
UGI C -0.05%
PBF F -0.05%
POWI F -0.04%
ALIT D -0.04%
SLAB D -0.04%
ATKR F -0.04%
Compare ETFs