FBUF vs. JGLO ETF Comparison
Comparison of Fidelity Dynamic Buffered Equity ETF (FBUF) to JPMorgan Global Select Equity ETF (JGLO)
FBUF
Fidelity Dynamic Buffered Equity ETF
FBUF Description
FBUF seeks capital appreciation by investing in a large-cap equity portfolio of US and foreign stocks while utilizing a defensive options collar strategy. The fund aims to outperform the S&P 500 by picking stocks using a computer-aided, quantitative analysis of historical valuation, growth, and profitability, among other factors. The proprietary process seeks to find the optimal portfolio holdings, overweight stocks with positive characteristics, and manage benchmark relative risks. For the options strategy, the fund typically buys out-of-the-money put options on the S&P 500 Index and simultaneously sells out-of-the-money S&P 500 Index call options. Premium earned from writing calls is intended to offset the cost of buying puts, but this essentially caps the upside returns of the equity portfolio. For a continuous downside hedge, the adviser selects put options through a laddered approach that rolls monthly. The adviser diversifies the written call positions, which are rolled weekly, with different strike prices and expiration dates.
Grade (RS Rating)
Last Trade
$27.58
Average Daily Volume
3,453
154
JGLO
JPMorgan Global Select Equity ETF
JGLO Description
The fund invests primarily in equity securities of companies in global developed markets. The fund also may invest in global emerging markets. Global developed markets include Australia, Canada, Israel, Japan, New Zealand, Singapore, the United Kingdom, the United States, most of the countries of Western Europe and Hong Kong; global emerging markets include most of the other countries in the world.Grade (RS Rating)
Last Trade
$63.13
Average Daily Volume
154,103
50
Performance
| Period | FBUF | JGLO |
|---|---|---|
| 30 Days | 3.17% | 0.00% |
| 60 Days | 6.14% | 2.92% |
| 90 Days | 8.51% | 4.92% |
| 12 Months | 30.73% |
22 Overlapping Holdings
| Symbol | Grade | Weight in FBUF | Weight in JGLO | Overlap | |
|---|---|---|---|---|---|
| AAPL | D | 7.33% | 2.85% | 2.85% | |
| ABBV | D | 1.14% | 1.28% | 1.14% | |
| ABT | B | 0.65% | 1.32% | 0.65% | |
| AMZN | B | 3.67% | 5.96% | 3.67% | |
| AON | A | 0.12% | 1.14% | 0.12% | |
| BAC | A | 1.08% | 1.89% | 1.08% | |
| BMY | B | 0.75% | 0.92% | 0.75% | |
| CRM | B | 1.09% | 1.27% | 1.09% | |
| JNJ | F | 0.77% | 2.14% | 0.77% | |
| KO | F | 0.02% | 0.84% | 0.02% | |
| MA | A | 1.35% | 2.84% | 1.35% | |
| META | B | 3.02% | 3.31% | 3.02% | |
| MSFT | C | 5.7% | 6.19% | 5.7% | |
| MU | C | 0.69% | 0.81% | 0.69% | |
| NEE | D | 0.68% | 0.43% | 0.43% | |
| NVDA | A | 7.27% | 6.72% | 6.72% | |
| PEP | F | 0.2% | 0.94% | 0.2% | |
| SCHW | A | 0.7% | 0.76% | 0.7% | |
| TSLA | B | 0.87% | 0.96% | 0.87% | |
| UBER | F | 0.47% | 0.56% | 0.47% | |
| UNH | B | 0.56% | 3.33% | 0.56% | |
| XOM | B | 1.52% | 2.34% | 1.52% |
FBUF Overweight 132 Positions Relative to JGLO
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | C | 2.15% | |
| GOOGL | B | 2.03% | |
| GOOG | B | 1.88% | |
| AVGO | B | 1.87% | |
| JPM | B | 1.8% | |
| HD | B | 1.29% | |
| NFLX | A | 1.19% | |
| PM | C | 0.95% | |
| ADBE | C | 0.93% | |
| LLY | D | 0.88% | |
| TMO | F | 0.87% | |
| QCOM | F | 0.87% | |
| CMCSA | B | 0.87% | |
| WMT | A | 0.81% | |
| MRK | F | 0.8% | |
| CSCO | A | 0.79% | |
| PG | D | 0.79% | |
| GILD | B | 0.77% | |
| UNP | D | 0.76% | |
| AMAT | F | 0.74% | |
| LMT | D | 0.71% | |
| T | C | 0.7% | |
| TJX | B | 0.69% | |
| C | B | 0.68% | |
| PYPL | B | 0.67% | |
| PGR | B | 0.65% | |
| CAT | B | 0.65% | |
| CI | D | 0.63% | |
| CTAS | A | 0.63% | |
| TT | A | 0.63% | |
| BDX | D | 0.62% | |
| V | A | 0.61% | |
| NOC | C | 0.61% | |
| ECL | D | 0.6% | |
| KLAC | F | 0.59% | |
| CSX | B | 0.56% | |
| ZM | A | 0.55% | |
| CL | F | 0.55% | |
| EXEL | B | 0.55% | |
| DBX | B | 0.54% | |
| SQ | A | 0.54% | |
| MMC | C | 0.53% | |
| DVN | F | 0.53% | |
| ZBRA | A | 0.53% | |
| SEIC | A | 0.53% | |
| IGT | D | 0.5% | |
| CVNA | B | 0.5% | |
| GE | C | 0.48% | |
| PFE | F | 0.48% | |
| CMG | B | 0.48% | |
| NOW | A | 0.48% | |
| CAH | B | 0.47% | |
| TXT | D | 0.45% | |
| CME | B | 0.44% | |
| GRMN | A | 0.43% | |
| AXP | B | 0.42% | |
| MSI | B | 0.41% | |
| ANF | D | 0.41% | |
| TDC | D | 0.41% | |
| WM | A | 0.41% | |
| SPG | B | 0.41% | |
| VZ | D | 0.39% | |
| HWM | B | 0.38% | |
| ANET | C | 0.38% | |
| SPGI | D | 0.37% | |
| SSNC | C | 0.37% | |
| MEDP | D | 0.36% | |
| LDOS | A | 0.36% | |
| NUE | C | 0.36% | |
| INCY | B | 0.35% | |
| PPG | F | 0.35% | |
| PCAR | B | 0.35% | |
| DIS | C | 0.34% | |
| CINF | A | 0.31% | |
| F | C | 0.3% | |
| AMGN | F | 0.29% | |
| SKYW | B | 0.29% | |
| COST | B | 0.29% | |
| RTX | C | 0.28% | |
| EOG | B | 0.27% | |
| TROW | B | 0.26% | |
| MSCI | B | 0.26% | |
| TRV | B | 0.25% | |
| BIIB | F | 0.24% | |
| SYK | A | 0.23% | |
| CVS | F | 0.23% | |
| GAP | C | 0.21% | |
| CACI | B | 0.21% | |
| MMM | D | 0.19% | |
| NBIX | C | 0.19% | |
| ALRM | C | 0.18% | |
| TPH | D | 0.18% | |
| CRUS | F | 0.17% | |
| LNW | C | 0.16% | |
| PSA | D | 0.16% | |
| ETN | A | 0.15% | |
| MGM | F | 0.15% | |
| BBWI | C | 0.15% | |
| ALLE | D | 0.15% | |
| CLX | B | 0.14% | |
| ITW | B | 0.14% | |
| GL | B | 0.13% | |
| GEN | A | 0.13% | |
| XEL | A | 0.13% | |
| BK | B | 0.12% | |
| KR | A | 0.12% | |
| LRCX | F | 0.12% | |
| LHX | B | 0.11% | |
| VST | B | 0.11% | |
| PEGA | A | 0.1% | |
| DASH | A | 0.1% | |
| WTW | A | 0.1% | |
| LPLA | A | 0.1% | |
| ED | D | 0.1% | |
| AMT | F | 0.09% | |
| NRG | B | 0.09% | |
| DOCU | A | 0.09% | |
| UNM | A | 0.09% | |
| NSC | B | 0.09% | |
| TWLO | B | 0.08% | |
| LYFT | B | 0.07% | |
| PLTK | B | 0.07% | |
| TMUS | A | 0.07% | |
| EQH | B | 0.05% | |
| UTHR | B | 0.05% | |
| ORCL | A | 0.04% | |
| TNL | A | 0.04% | |
| VEEV | B | 0.04% | |
| OGE | B | 0.03% | |
| TOL | B | 0.02% | |
| CVX | B | 0.02% | |
| IDXX | D | 0.02% |
FBUF Underweight 28 Positions Relative to JGLO
| Symbol | Grade | Weight | |
|---|---|---|---|
| OTIS | D | -2.36% | |
| SO | D | -1.79% | |
| YUM | B | -1.77% | |
| ROST | F | -1.65% | |
| WFC | B | -1.52% | |
| FI | A | -1.29% | |
| ACN | C | -1.27% | |
| BKR | B | -1.25% | |
| FIS | C | -1.21% | |
| TSM | C | -1.13% | |
| MCD | D | -1.13% | |
| COP | C | -1.12% | |
| HON | B | -1.01% | |
| REGN | F | -0.9% | |
| WELL | B | -0.84% | |
| WDC | D | -0.83% | |
| DLR | B | -0.7% | |
| MCHP | F | -0.62% | |
| DOW | F | -0.53% | |
| USB | B | -0.53% | |
| DEO | F | -0.51% | |
| D | D | -0.5% | |
| AMD | F | -0.46% | |
| PLD | F | -0.46% | |
| AZO | C | -0.39% | |
| NI | A | -0.34% | |
| MDLZ | F | -0.33% | |
| CMS | D | -0.19% |
FBUF: Top Represented Industries & Keywords
JGLO: Top Represented Industries & Keywords
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