FBUF vs. QGRW ETF Comparison
Comparison of Fidelity Dynamic Buffered Equity ETF (FBUF) to WisdomTree U.S. Quality Growth Fund (QGRW)
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
$27.53
Average Daily Volume
5,177
155
QGRW
WisdomTree U.S. Quality Growth Fund
QGRW Description
WisdomTree U.S. Quality Growth Fund is an exchange traded fund launched by WisdomTree, Inc. The fund is co-managed by Mellon Investments Corporation, WisdomTree Asset Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth stocks of companies across diversified market capitalization. The fund seeks to track the performance of the WisdomTree U.S. Quality Growth Index, by using representative sampling technique. WisdomTree U.S. Quality Growth Fund was formed on December 15, 2022 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$48.44
Average Daily Volume
81,828
100
Performance
| Period | FBUF | QGRW |
|---|---|---|
| 30 Days | 3.10% | 5.17% |
| 60 Days | 4.70% | 6.92% |
| 90 Days | 6.08% | 7.96% |
| 12 Months | 38.55% |
31 Overlapping Holdings
| Symbol | Grade | Weight in FBUF | Weight in QGRW | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 7.34% | 10.55% | 7.34% | |
| ADBE | C | 0.94% | 1.1% | 0.94% | |
| AMAT | F | 0.67% | 0.66% | 0.66% | |
| AMZN | C | 3.84% | 5.52% | 3.84% | |
| ANET | C | 0.06% | 0.76% | 0.06% | |
| AVGO | D | 1.62% | 2.92% | 1.62% | |
| CMG | B | 0.47% | 0.52% | 0.47% | |
| DVN | F | 0.52% | 0.35% | 0.35% | |
| FTNT | C | 0.2% | 0.67% | 0.2% | |
| GOOGL | C | 2.04% | 5.8% | 2.04% | |
| IDXX | F | 0.15% | 0.37% | 0.15% | |
| INCY | C | 0.34% | 0.08% | 0.08% | |
| INTU | C | 0.12% | 1.03% | 0.12% | |
| KLAC | D | 0.61% | 0.52% | 0.52% | |
| LLY | F | 0.76% | 2.8% | 0.76% | |
| LPLA | A | 0.11% | 0.09% | 0.09% | |
| LRCX | F | 0.24% | 0.48% | 0.24% | |
| MA | C | 1.36% | 2.06% | 1.36% | |
| META | D | 2.89% | 3.82% | 2.89% | |
| MSCI | C | 0.26% | 0.49% | 0.26% | |
| MSFT | F | 5.66% | 9.44% | 5.66% | |
| NBIX | C | 0.06% | 0.03% | 0.03% | |
| NFLX | A | 1.28% | 1.6% | 1.28% | |
| NOW | A | 0.5% | 1.1% | 0.5% | |
| NVDA | C | 7.37% | 12.17% | 7.37% | |
| OXY | D | 0.15% | 0.34% | 0.15% | |
| QCOM | F | 0.85% | 0.8% | 0.8% | |
| SQ | B | 0.6% | 0.53% | 0.53% | |
| TSLA | B | 1.27% | 4.25% | 1.27% | |
| V | A | 0.65% | 2.53% | 0.65% | |
| VEEV | C | 0.04% | 0.44% | 0.04% |
FBUF Overweight 124 Positions Relative to QGRW
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | 2.2% | |
| JPM | A | 1.93% | |
| GOOG | C | 1.89% | |
| XOM | B | 1.56% | |
| HD | A | 1.32% | |
| BAC | A | 1.18% | |
| CRM | B | 1.16% | |
| MRK | F | 0.96% | |
| PM | B | 0.94% | |
| ABBV | D | 0.91% | |
| CMCSA | B | 0.84% | |
| WMT | A | 0.82% | |
| NEE | D | 0.82% | |
| CSCO | B | 0.8% | |
| PG | A | 0.8% | |
| SCHW | B | 0.79% | |
| UNP | C | 0.75% | |
| BMY | B | 0.74% | |
| GILD | C | 0.74% | |
| JNJ | D | 0.73% | |
| PYPL | B | 0.72% | |
| TJX | A | 0.72% | |
| C | A | 0.72% | |
| T | A | 0.71% | |
| LMT | D | 0.71% | |
| TT | A | 0.68% | |
| PGR | A | 0.67% | |
| CTAS | B | 0.65% | |
| DIS | B | 0.65% | |
| ECL | D | 0.63% | |
| CI | F | 0.63% | |
| ABT | B | 0.63% | |
| NOC | D | 0.6% | |
| BDX | F | 0.58% | |
| UNH | C | 0.57% | |
| CL | D | 0.55% | |
| SEIC | B | 0.54% | |
| MMC | B | 0.53% | |
| ZM | B | 0.53% | |
| CAT | B | 0.53% | |
| DBX | B | 0.52% | |
| ZBRA | B | 0.52% | |
| CVNA | B | 0.52% | |
| MU | D | 0.5% | |
| TXT | D | 0.5% | |
| CSX | B | 0.49% | |
| GE | D | 0.48% | |
| EOG | A | 0.48% | |
| IGT | F | 0.46% | |
| CME | A | 0.44% | |
| SPG | B | 0.44% | |
| GRMN | B | 0.44% | |
| MSI | B | 0.43% | |
| AXP | A | 0.43% | |
| EXEL | B | 0.43% | |
| WM | A | 0.41% | |
| PFE | D | 0.41% | |
| TMO | F | 0.38% | |
| HWM | A | 0.38% | |
| ALLE | D | 0.38% | |
| PCAR | B | 0.37% | |
| NUE | C | 0.36% | |
| ANF | C | 0.35% | |
| TDC | D | 0.35% | |
| ALRM | C | 0.34% | |
| PPG | F | 0.34% | |
| F | C | 0.33% | |
| LDOS | C | 0.31% | |
| SKYW | B | 0.31% | |
| CAH | B | 0.31% | |
| COST | B | 0.3% | |
| RTX | C | 0.28% | |
| TMUS | B | 0.28% | |
| MEDP | D | 0.28% | |
| TROW | B | 0.28% | |
| WFC | A | 0.28% | |
| TRV | B | 0.26% | |
| ADP | B | 0.26% | |
| AMGN | D | 0.25% | |
| UBER | D | 0.24% | |
| SYK | C | 0.24% | |
| CVS | D | 0.23% | |
| RSG | A | 0.23% | |
| MGM | D | 0.23% | |
| AMT | D | 0.21% | |
| LHX | C | 0.21% | |
| SPGI | C | 0.21% | |
| GAP | C | 0.21% | |
| BIIB | F | 0.21% | |
| PEP | F | 0.19% | |
| MMM | D | 0.19% | |
| TPH | D | 0.18% | |
| SSNC | B | 0.18% | |
| CACI | D | 0.17% | |
| PSA | D | 0.17% | |
| LNW | D | 0.16% | |
| BBWI | D | 0.16% | |
| VST | B | 0.14% | |
| CLX | B | 0.14% | |
| ITW | B | 0.14% | |
| GL | B | 0.13% | |
| GEN | B | 0.13% | |
| KR | B | 0.12% | |
| BK | A | 0.12% | |
| AON | A | 0.12% | |
| NSC | B | 0.11% | |
| DASH | A | 0.11% | |
| UNM | A | 0.1% | |
| ED | D | 0.1% | |
| AME | A | 0.09% | |
| TWLO | A | 0.09% | |
| NRG | B | 0.09% | |
| DOCU | A | 0.09% | |
| LYFT | C | 0.08% | |
| CINF | A | 0.07% | |
| PLTK | B | 0.07% | |
| CRUS | D | 0.07% | |
| QRVO | F | 0.06% | |
| ORCL | B | 0.04% | |
| TNL | A | 0.04% | |
| UTHR | C | 0.04% | |
| TOL | B | 0.02% | |
| CVX | A | 0.02% | |
| PEGA | A | 0.02% |
FBUF Underweight 69 Positions Relative to QGRW
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | -1.26% | |
| BX | A | -1.18% | |
| AMD | F | -0.99% | |
| ISRG | A | -0.99% | |
| TXN | C | -0.96% | |
| BKNG | A | -0.94% | |
| PANW | C | -0.81% | |
| SBUX | A | -0.74% | |
| VRTX | F | -0.69% | |
| UPS | C | -0.68% | |
| TEAM | A | -0.62% | |
| MCO | B | -0.62% | |
| FICO | B | -0.62% | |
| TRGP | B | -0.61% | |
| APH | A | -0.6% | |
| ORLY | B | -0.58% | |
| ABNB | C | -0.55% | |
| DFS | B | -0.55% | |
| TTD | B | -0.54% | |
| CRWD | B | -0.52% | |
| DHI | D | -0.5% | |
| AZO | C | -0.5% | |
| CDNS | B | -0.5% | |
| SNPS | B | -0.49% | |
| VRT | B | -0.49% | |
| MNST | C | -0.47% | |
| ODFL | B | -0.47% | |
| DDOG | A | -0.47% | |
| IT | C | -0.46% | |
| CPNG | D | -0.46% | |
| CPRT | A | -0.45% | |
| ARES | A | -0.43% | |
| HUBS | A | -0.41% | |
| WST | C | -0.37% | |
| DECK | A | -0.36% | |
| YUM | B | -0.36% | |
| TSCO | D | -0.35% | |
| ON | D | -0.35% | |
| MPWR | F | -0.31% | |
| MTD | D | -0.29% | |
| MCHP | D | -0.28% | |
| PINS | D | -0.24% | |
| DXCM | D | -0.23% | |
| AXON | A | -0.19% | |
| TPL | A | -0.13% | |
| LII | A | -0.1% | |
| ROL | B | -0.1% | |
| JBHT | C | -0.1% | |
| GDDY | A | -0.1% | |
| SMCI | F | -0.09% | |
| MRNA | F | -0.09% | |
| MOH | F | -0.08% | |
| BSY | D | -0.08% | |
| FDS | B | -0.08% | |
| BLDR | D | -0.08% | |
| ULTA | F | -0.08% | |
| POOL | C | -0.07% | |
| ALB | C | -0.07% | |
| MANH | D | -0.07% | |
| ERIE | D | -0.07% | |
| DT | C | -0.07% | |
| DPZ | C | -0.05% | |
| CTRA | B | -0.05% | |
| BLD | D | -0.04% | |
| ENTG | D | -0.04% | |
| WMS | D | -0.03% | |
| CE | F | -0.02% | |
| ENPH | F | -0.02% | |
| CELH | F | -0.01% |
FBUF: Top Represented Industries & Keywords
QGRW: Top Represented Industries & Keywords
Compare ETFs
