FBCV vs. YLDE ETF Comparison
Comparison of Fidelity Blue Chip Value ETF (FBCV) to ClearBridge Dividend Strategy ESG ETF (YLDE)
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
$30.32
Average Daily Volume
14,895
82
YLDE
ClearBridge Dividend Strategy ESG ETF
YLDE Description
The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in dividend-paying stocks or other instruments with similar economic characteristics that offer the potential for income growth and capital appreciation over time and that meet its financial and environmental, social and governance (ESG) criteria. The fund may also invest in companies that the subadviser believes are making substantial progress toward becoming a leader in ESG policies.Grade (RS Rating)
Last Trade
$47.74
Average Daily Volume
1,996
53
Performance
| Period | FBCV | YLDE |
|---|---|---|
| 30 Days | 1.46% | 2.16% |
| 60 Days | -1.07% | 2.22% |
| 90 Days | 2.45% | 5.70% |
| 12 Months | 10.62% | 13.59% |
18 Overlapping Holdings
| Symbol | Grade | Weight in FBCV | Weight in YLDE | Overlap | |
|---|---|---|---|---|---|
| APO | A | 0.62% | 3.39% | 0.62% | |
| AVGO | B | 0.2% | 3.04% | 0.2% | |
| AZN | D | 1.96% | 1.23% | 1.23% | |
| CMCSA | F | 2.96% | 2.88% | 2.88% | |
| CSCO | D | 2.02% | 1.03% | 1.03% | |
| DIS | F | 2.6% | 0.82% | 0.82% | |
| EIX | C | 1.36% | 1.06% | 1.06% | |
| HLN | A | 0.83% | 1.23% | 0.83% | |
| JNJ | D | 1.62% | 1.32% | 1.32% | |
| JPM | B | 4.02% | 3.18% | 3.18% | |
| KO | B | 1.29% | 2.04% | 1.29% | |
| KVUE | F | 1.72% | 0.91% | 0.91% | |
| MDLZ | F | 0.73% | 0.72% | 0.72% | |
| PG | D | 1.17% | 1.73% | 1.17% | |
| PNC | A | 1.21% | 1.12% | 1.12% | |
| SRE | B | 0.68% | 3.12% | 0.68% | |
| TRV | D | 2.77% | 2.41% | 2.41% | |
| UNH | D | 1.94% | 1.48% | 1.48% |
FBCV Overweight 64 Positions Relative to YLDE
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | D | 4.75% | |
| BAC | A | 3.13% | |
| BRK.A | C | 3.09% | |
| CI | D | 3.08% | |
| WFC | B | 2.45% | |
| PCG | C | 2.45% | |
| CNC | D | 2.33% | |
| HRB | C | 1.87% | |
| BLK | B | 1.79% | |
| CB | D | 1.76% | |
| DE | F | 1.59% | |
| ELV | C | 1.5% | |
| BMY | F | 1.44% | |
| CVS | F | 1.29% | |
| NOC | F | 1.26% | |
| CTSH | C | 1.23% | |
| SNY | B | 1.2% | |
| KDP | D | 1.17% | |
| WTW | B | 1.14% | |
| DOX | D | 1.09% | |
| LMT | D | 1.02% | |
| LW | F | 1.0% | |
| CF | F | 0.99% | |
| ROST | A | 0.96% | |
| USFD | D | 0.92% | |
| MTB | A | 0.87% | |
| PNR | D | 0.87% | |
| NTRS | B | 0.86% | |
| USB | B | 0.83% | |
| EQNR | D | 0.82% | |
| FDX | B | 0.81% | |
| CCEP | C | 0.74% | |
| AR | D | 0.74% | |
| OXY | D | 0.74% | |
| MU | C | 0.72% | |
| BJ | B | 0.71% | |
| CCI | C | 0.7% | |
| LOW | C | 0.69% | |
| OVV | D | 0.69% | |
| TSN | D | 0.69% | |
| CCK | D | 0.68% | |
| NEE | C | 0.67% | |
| RRX | D | 0.65% | |
| AES | D | 0.64% | |
| LHX | A | 0.64% | |
| DEO | F | 0.63% | |
| MMS | B | 0.59% | |
| JCI | C | 0.51% | |
| SPG | B | 0.43% | |
| NGG | C | 0.43% | |
| G | D | 0.38% | |
| MUSA | B | 0.37% | |
| SO | B | 0.36% | |
| OTEX | D | 0.36% | |
| TPR | C | 0.3% | |
| BA | D | 0.28% | |
| CMI | C | 0.28% | |
| CFR | C | 0.21% | |
| GEV | B | 0.21% | |
| TEL | A | 0.2% | |
| AMG | C | 0.18% | |
| NXPI | B | 0.18% | |
| COP | D | 0.16% | |
| OSK | D | 0.15% |
FBCV Underweight 35 Positions Relative to YLDE
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | C | -4.58% | |
| WMB | B | -3.9% | |
| BDX | F | -2.76% | |
| V | F | -2.65% | |
| LIN | C | -2.6% | |
| TMUS | B | -2.4% | |
| AAPL | B | -2.31% | |
| ORCL | B | -2.29% | |
| MRK | C | -2.24% | |
| VMC | C | -2.19% | |
| KMI | A | -1.97% | |
| AVB | C | -1.89% | |
| SAP | B | -1.83% | |
| AMT | B | -1.83% | |
| UNP | D | -1.73% | |
| WM | B | -1.65% | |
| HON | B | -1.62% | |
| COF | C | -1.58% | |
| HD | C | -1.54% | |
| APD | D | -1.42% | |
| MET | C | -1.38% | |
| PPG | D | -1.34% | |
| FCX | C | -1.1% | |
| PSA | B | -1.06% | |
| EQT | D | -1.04% | |
| DTE | C | -0.98% | |
| INTC | D | -0.98% | |
| NUE | D | -0.97% | |
| AIG | C | -0.96% | |
| SBUX | F | -0.95% | |
| GILD | C | -0.92% | |
| UPS | F | -0.88% | |
| GOOGL | C | -0.87% | |
| TXN | B | -0.73% | |
| GM | B | -0.71% |
FBCV: Top Represented Industries & Keywords
YLDE: Top Represented Industries & Keywords
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