FBUF vs. RECS ETF Comparison
Comparison of Fidelity Dynamic Buffered Equity ETF (FBUF) to Columbia Research Enhanced Core ETF (RECS)
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
Number of Holdings
*
155
* may have additional holdings in another (foreign) market
RECS
Columbia Research Enhanced Core ETF
RECS Description
The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Equity Index. The fund invests at least 80% of its assets in the securities of the index. The index is comprised of a subset of the companies within the Russell 1000® Index. The index was designed to reflect the performance of U.S. large- and mid-cap growth and value companies through the application of a rules-based methodology, which typically results in approximately 325-400 Index holdings, but this range can fluctuate because the index has no constraints on number of holdings.Grade (RS Rating)
Last Trade
$35.65
Average Daily Volume
393,572
Number of Holdings
*
361
* may have additional holdings in another (foreign) market
Performance
| Period | FBUF | RECS |
|---|---|---|
| 30 Days | 3.10% | 3.51% |
| 60 Days | 4.70% | 5.75% |
| 90 Days | 6.08% | 7.12% |
| 12 Months | 35.12% |
88 Overlapping Holdings
| Symbol | Grade | Weight in FBUF | Weight in RECS | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 7.34% | 8.2% | 7.34% | |
| ABBV | D | 0.91% | 0.55% | 0.55% | |
| ADBE | C | 0.94% | 0.52% | 0.52% | |
| ADP | B | 0.26% | 0.52% | 0.26% | |
| AMGN | D | 0.25% | 0.29% | 0.25% | |
| AMT | D | 0.21% | 0.48% | 0.21% | |
| AMZN | C | 3.84% | 4.7% | 3.84% | |
| ANET | C | 0.06% | 0.25% | 0.06% | |
| BAC | A | 1.18% | 1.67% | 1.18% | |
| BDX | F | 0.58% | 0.41% | 0.41% | |
| BIIB | F | 0.21% | 0.04% | 0.04% | |
| BK | A | 0.12% | 0.3% | 0.12% | |
| BMY | B | 0.74% | 0.73% | 0.73% | |
| C | A | 0.72% | 0.7% | 0.7% | |
| CACI | D | 0.17% | 0.04% | 0.04% | |
| CAH | B | 0.31% | 0.19% | 0.19% | |
| CAT | B | 0.53% | 0.81% | 0.53% | |
| CI | F | 0.63% | 0.57% | 0.57% | |
| CL | D | 0.55% | 0.37% | 0.37% | |
| CME | A | 0.44% | 0.44% | 0.44% | |
| CRM | B | 1.16% | 0.74% | 0.74% | |
| CRUS | D | 0.07% | 0.01% | 0.01% | |
| CSCO | B | 0.8% | 0.56% | 0.56% | |
| CSX | B | 0.49% | 0.29% | 0.29% | |
| CTAS | B | 0.65% | 0.32% | 0.32% | |
| CVNA | B | 0.52% | 0.09% | 0.09% | |
| CVX | A | 0.02% | 0.8% | 0.02% | |
| DBX | B | 0.52% | 0.02% | 0.02% | |
| DIS | B | 0.65% | 0.48% | 0.48% | |
| DOCU | A | 0.09% | 0.04% | 0.04% | |
| EOG | A | 0.48% | 0.23% | 0.23% | |
| EXEL | B | 0.43% | 0.02% | 0.02% | |
| FTNT | C | 0.2% | 0.14% | 0.14% | |
| GAP | C | 0.21% | 0.01% | 0.01% | |
| GEN | B | 0.13% | 0.04% | 0.04% | |
| GILD | C | 0.74% | 0.19% | 0.19% | |
| GL | B | 0.13% | 0.05% | 0.05% | |
| GOOG | C | 1.89% | 1.97% | 1.89% | |
| GOOGL | C | 2.04% | 2.33% | 2.04% | |
| INCY | C | 0.34% | 0.02% | 0.02% | |
| INTU | C | 0.12% | 0.43% | 0.12% | |
| JNJ | D | 0.73% | 2.34% | 0.73% | |
| JPM | A | 1.93% | 3.69% | 1.93% | |
| KR | B | 0.12% | 0.19% | 0.12% | |
| LDOS | C | 0.31% | 0.09% | 0.09% | |
| LMT | D | 0.71% | 0.49% | 0.49% | |
| LNW | D | 0.16% | 0.03% | 0.03% | |
| LRCX | F | 0.24% | 0.23% | 0.23% | |
| MEDP | D | 0.28% | 0.05% | 0.05% | |
| META | D | 2.89% | 2.88% | 2.88% | |
| MGM | D | 0.23% | 0.03% | 0.03% | |
| MMC | B | 0.53% | 0.58% | 0.53% | |
| MMM | D | 0.19% | 0.3% | 0.19% | |
| MSFT | F | 5.66% | 7.47% | 5.66% | |
| MSI | B | 0.43% | 0.2% | 0.2% | |
| NBIX | C | 0.06% | 0.02% | 0.02% | |
| NOW | A | 0.5% | 0.5% | 0.5% | |
| NUE | C | 0.36% | 0.27% | 0.27% | |
| NVDA | C | 7.37% | 8.6% | 7.37% | |
| OXY | D | 0.15% | 0.1% | 0.1% | |
| PCAR | B | 0.37% | 0.25% | 0.25% | |
| PEGA | A | 0.02% | 0.01% | 0.01% | |
| PG | A | 0.8% | 1.98% | 0.8% | |
| PLTK | B | 0.07% | 0.0% | 0.0% | |
| PM | B | 0.94% | 1.01% | 0.94% | |
| PPG | F | 0.34% | 0.22% | 0.22% | |
| PYPL | B | 0.72% | 0.45% | 0.45% | |
| QCOM | F | 0.85% | 0.42% | 0.42% | |
| QRVO | F | 0.06% | 0.02% | 0.02% | |
| SEIC | B | 0.54% | 0.04% | 0.04% | |
| SPG | B | 0.44% | 0.31% | 0.31% | |
| SSNC | B | 0.18% | 0.07% | 0.07% | |
| T | A | 0.71% | 0.37% | 0.37% | |
| TJX | A | 0.72% | 0.48% | 0.48% | |
| TMO | F | 0.38% | 1.23% | 0.38% | |
| TNL | A | 0.04% | 0.01% | 0.01% | |
| TOL | B | 0.02% | 0.05% | 0.02% | |
| TROW | B | 0.28% | 0.14% | 0.14% | |
| TT | A | 0.68% | 0.41% | 0.41% | |
| UBER | D | 0.24% | 0.6% | 0.24% | |
| UNM | A | 0.1% | 0.07% | 0.07% | |
| UNP | C | 0.75% | 0.61% | 0.61% | |
| UTHR | C | 0.04% | 0.03% | 0.03% | |
| VST | B | 0.14% | 0.4% | 0.14% | |
| WFC | A | 0.28% | 1.38% | 0.28% | |
| WM | A | 0.41% | 0.37% | 0.37% | |
| XOM | B | 1.56% | 1.56% | 1.56% | |
| ZM | B | 0.53% | 0.05% | 0.05% |
FBUF Overweight 67 Positions Relative to RECS
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | 2.2% | |
| AVGO | D | 1.62% | |
| MA | C | 1.36% | |
| HD | A | 1.32% | |
| NFLX | A | 1.28% | |
| TSLA | B | 1.27% | |
| MRK | F | 0.96% | |
| CMCSA | B | 0.84% | |
| WMT | A | 0.82% | |
| NEE | D | 0.82% | |
| SCHW | B | 0.79% | |
| LLY | F | 0.76% | |
| PGR | A | 0.67% | |
| AMAT | F | 0.67% | |
| V | A | 0.65% | |
| ECL | D | 0.63% | |
| ABT | B | 0.63% | |
| KLAC | D | 0.61% | |
| SQ | B | 0.6% | |
| NOC | D | 0.6% | |
| UNH | C | 0.57% | |
| ZBRA | B | 0.52% | |
| DVN | F | 0.52% | |
| MU | D | 0.5% | |
| TXT | D | 0.5% | |
| GE | D | 0.48% | |
| CMG | B | 0.47% | |
| IGT | F | 0.46% | |
| GRMN | B | 0.44% | |
| AXP | A | 0.43% | |
| PFE | D | 0.41% | |
| HWM | A | 0.38% | |
| ALLE | D | 0.38% | |
| ANF | C | 0.35% | |
| TDC | D | 0.35% | |
| ALRM | C | 0.34% | |
| F | C | 0.33% | |
| SKYW | B | 0.31% | |
| COST | B | 0.3% | |
| RTX | C | 0.28% | |
| TMUS | B | 0.28% | |
| TRV | B | 0.26% | |
| MSCI | C | 0.26% | |
| SYK | C | 0.24% | |
| CVS | D | 0.23% | |
| RSG | A | 0.23% | |
| LHX | C | 0.21% | |
| SPGI | C | 0.21% | |
| PEP | F | 0.19% | |
| TPH | D | 0.18% | |
| PSA | D | 0.17% | |
| BBWI | D | 0.16% | |
| IDXX | F | 0.15% | |
| CLX | B | 0.14% | |
| ITW | B | 0.14% | |
| AON | A | 0.12% | |
| NSC | B | 0.11% | |
| DASH | A | 0.11% | |
| LPLA | A | 0.11% | |
| ED | D | 0.1% | |
| AME | A | 0.09% | |
| TWLO | A | 0.09% | |
| NRG | B | 0.09% | |
| LYFT | C | 0.08% | |
| CINF | A | 0.07% | |
| ORCL | B | 0.04% | |
| VEEV | C | 0.04% |
FBUF Underweight 273 Positions Relative to RECS
| Symbol | Grade | Weight | |
|---|---|---|---|
| BLK | C | -0.79% | |
| MDT | D | -0.68% | |
| FI | A | -0.66% | |
| BKNG | A | -0.6% | |
| MCK | B | -0.51% | |
| MO | A | -0.47% | |
| EQIX | A | -0.45% | |
| UPS | C | -0.41% | |
| HCA | F | -0.4% | |
| PH | A | -0.38% | |
| PCG | A | -0.34% | |
| PLTR | B | -0.33% | |
| XEL | A | -0.29% | |
| EXC | C | -0.29% | |
| PANW | C | -0.28% | |
| FDX | B | -0.28% | |
| TGT | F | -0.27% | |
| ALL | A | -0.27% | |
| COR | B | -0.25% | |
| MET | A | -0.25% | |
| PRU | A | -0.24% | |
| ETR | B | -0.24% | |
| EIX | B | -0.24% | |
| KMB | D | -0.23% | |
| HLT | A | -0.22% | |
| APP | B | -0.21% | |
| CMI | A | -0.21% | |
| VRTX | F | -0.21% | |
| VRT | B | -0.21% | |
| CRWD | B | -0.2% | |
| CNC | D | -0.2% | |
| DTE | C | -0.19% | |
| PAYX | C | -0.19% | |
| RCL | A | -0.19% | |
| DAL | C | -0.18% | |
| AEE | A | -0.18% | |
| PKG | A | -0.17% | |
| FITB | A | -0.17% | |
| WTW | B | -0.17% | |
| DHI | D | -0.17% | |
| OTIS | C | -0.17% | |
| GIS | D | -0.17% | |
| SPOT | B | -0.16% | |
| CSGP | D | -0.16% | |
| PSX | C | -0.16% | |
| ROST | C | -0.16% | |
| STLD | B | -0.16% | |
| RJF | A | -0.16% | |
| MPC | D | -0.16% | |
| LYB | F | -0.16% | |
| REGN | F | -0.15% | |
| WAB | B | -0.15% | |
| STT | A | -0.15% | |
| FCNCA | A | -0.15% | |
| MTD | D | -0.15% | |
| GPN | B | -0.15% | |
| UAL | A | -0.14% | |
| SYF | B | -0.14% | |
| RS | B | -0.14% | |
| LEN | D | -0.14% | |
| ZBH | C | -0.14% | |
| TTD | B | -0.13% | |
| CF | B | -0.13% | |
| ADM | D | -0.13% | |
| VLO | C | -0.13% | |
| RPM | A | -0.13% | |
| LULU | C | -0.13% | |
| KHC | F | -0.13% | |
| SBAC | D | -0.12% | |
| NI | A | -0.12% | |
| EVRG | A | -0.11% | |
| EME | C | -0.11% | |
| INVH | D | -0.11% | |
| BR | A | -0.11% | |
| FTV | C | -0.11% | |
| HOLX | D | -0.11% | |
| WY | D | -0.11% | |
| CBOE | B | -0.11% | |
| DDOG | A | -0.1% | |
| DECK | A | -0.1% | |
| VTRS | A | -0.1% | |
| EA | A | -0.1% | |
| FANG | D | -0.1% | |
| K | A | -0.1% | |
| BAX | D | -0.1% | |
| EG | C | -0.09% | |
| HPQ | B | -0.09% | |
| CCL | B | -0.09% | |
| CSL | C | -0.09% | |
| TEAM | A | -0.09% | |
| DELL | C | -0.09% | |
| THC | D | -0.09% | |
| PHM | D | -0.09% | |
| BLDR | D | -0.09% | |
| ARE | D | -0.09% | |
| EWBC | A | -0.08% | |
| RGA | A | -0.08% | |
| L | A | -0.08% | |
| WSM | B | -0.08% | |
| EXPE | B | -0.08% | |
| SNA | A | -0.08% | |
| EQH | B | -0.08% | |
| NVR | D | -0.08% | |
| AVTR | F | -0.08% | |
| FIX | A | -0.07% | |
| GLPI | C | -0.07% | |
| JEF | A | -0.07% | |
| HPE | B | -0.07% | |
| OC | A | -0.07% | |
| EXPD | D | -0.07% | |
| AES | F | -0.07% | |
| MAS | D | -0.07% | |
| EXP | A | -0.07% | |
| SWK | D | -0.06% | |
| FHN | A | -0.06% | |
| CTRA | B | -0.06% | |
| AIZ | A | -0.06% | |
| BG | F | -0.06% | |
| BURL | A | -0.06% | |
| CE | F | -0.06% | |
| NTAP | C | -0.06% | |
| QGEN | D | -0.06% | |
| LVS | C | -0.06% | |
| SF | B | -0.06% | |
| MOS | F | -0.06% | |
| JLL | D | -0.06% | |
| SOLV | C | -0.06% | |
| HST | C | -0.06% | |
| CAG | D | -0.06% | |
| ACM | A | -0.06% | |
| MPWR | F | -0.06% | |
| WPC | D | -0.06% | |
| RPRX | D | -0.06% | |
| AMH | D | -0.06% | |
| ZION | B | -0.05% | |
| MRO | B | -0.05% | |
| INGR | B | -0.05% | |
| BRX | A | -0.05% | |
| LECO | B | -0.05% | |
| BRBR | A | -0.05% | |
| TAP | C | -0.05% | |
| ITT | A | -0.05% | |
| LPX | B | -0.05% | |
| CW | B | -0.05% | |
| ALNY | D | -0.05% | |
| FTI | A | -0.04% | |
| APG | B | -0.04% | |
| NTRA | B | -0.04% | |
| ARMK | B | -0.04% | |
| CNM | D | -0.04% | |
| AXS | A | -0.04% | |
| OLN | D | -0.04% | |
| MANH | D | -0.04% | |
| AOS | F | -0.04% | |
| UGI | A | -0.04% | |
| VRSN | F | -0.04% | |
| SON | D | -0.04% | |
| PSTG | D | -0.04% | |
| ACI | C | -0.04% | |
| BLD | D | -0.04% | |
| DCI | B | -0.04% | |
| WCC | B | -0.04% | |
| DKS | C | -0.04% | |
| NTNX | A | -0.04% | |
| PINS | D | -0.04% | |
| CLF | F | -0.04% | |
| NNN | D | -0.04% | |
| AYI | B | -0.04% | |
| CRBG | B | -0.04% | |
| ALSN | B | -0.04% | |
| ELAN | D | -0.04% | |
| TPR | B | -0.04% | |
| GNRC | B | -0.04% | |
| WTFC | A | -0.04% | |
| ZS | C | -0.04% | |
| TXRH | C | -0.04% | |
| JAZZ | B | -0.04% | |
| NWSA | B | -0.03% | |
| MHK | D | -0.03% | |
| SAIC | F | -0.03% | |
| OZK | B | -0.03% | |
| HRB | D | -0.03% | |
| SLM | A | -0.03% | |
| DTM | B | -0.03% | |
| RL | B | -0.03% | |
| SKX | D | -0.03% | |
| AMG | B | -0.03% | |
| ASH | D | -0.03% | |
| JNPR | F | -0.03% | |
| ESAB | B | -0.03% | |
| JHG | A | -0.03% | |
| LNC | B | -0.03% | |
| MIDD | C | -0.03% | |
| R | B | -0.03% | |
| RHI | B | -0.03% | |
| SWKS | F | -0.03% | |
| KEX | C | -0.03% | |
| WLK | D | -0.03% | |
| BEN | C | -0.03% | |
| WYNN | D | -0.03% | |
| FFIV | B | -0.03% | |
| COKE | C | -0.03% | |
| COLB | A | -0.03% | |
| STAG | F | -0.03% | |
| MTG | C | -0.03% | |
| G | B | -0.03% | |
| FLS | B | -0.03% | |
| XP | F | -0.03% | |
| AZTA | D | -0.02% | |
| PK | B | -0.02% | |
| CIVI | D | -0.02% | |
| VIRT | B | -0.02% | |
| MSM | C | -0.02% | |
| GTLB | B | -0.02% | |
| CWEN | C | -0.02% | |
| EPR | D | -0.02% | |
| LSCC | D | -0.02% | |
| HIW | D | -0.02% | |
| EXAS | D | -0.02% | |
| MTCH | D | -0.02% | |
| WFRD | D | -0.02% | |
| SMAR | A | -0.02% | |
| NYT | C | -0.02% | |
| GTES | A | -0.02% | |
| WU | D | -0.02% | |
| DINO | D | -0.02% | |
| LEA | D | -0.02% | |
| PVH | C | -0.02% | |
| ROKU | D | -0.02% | |
| THO | B | -0.02% | |
| BILL | A | -0.02% | |
| CROX | D | -0.02% | |
| BMRN | D | -0.02% | |
| MRNA | F | -0.02% | |
| H | B | -0.02% | |
| CIEN | B | -0.02% | |
| SNX | C | -0.02% | |
| KRC | C | -0.02% | |
| EEFT | B | -0.02% | |
| RYN | D | -0.02% | |
| OGN | D | -0.02% | |
| PRGO | B | -0.02% | |
| XRAY | F | -0.02% | |
| SMG | D | -0.02% | |
| WH | B | -0.02% | |
| FOXA | B | -0.02% | |
| NEU | C | -0.02% | |
| MSA | D | -0.02% | |
| CNA | B | -0.01% | |
| APLS | D | -0.01% | |
| CRI | D | -0.01% | |
| ALGM | D | -0.01% | |
| CWEN | C | -0.01% | |
| RARE | D | -0.01% | |
| AMKR | D | -0.01% | |
| REYN | D | -0.01% | |
| ADTN | A | -0.01% | |
| NWS | B | -0.01% | |
| ROIV | C | -0.01% | |
| COLM | B | -0.01% | |
| IONS | F | -0.01% | |
| SAM | C | -0.01% | |
| VKTX | F | -0.01% | |
| PPC | C | -0.01% | |
| MAN | D | -0.01% | |
| PATH | C | -0.01% | |
| FOX | A | -0.01% | |
| SRPT | D | -0.01% | |
| M | D | -0.01% | |
| PINC | B | -0.01% | |
| SEB | F | -0.0% | |
| DDS | B | -0.0% | |
| LEN | D | -0.0% |
FBUF: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Semiconductors
Aerospace & Defense
Apparel Stores
Banks - Global
Biotechnology
Capital Markets
Credit Services
Diversified Industrials
Software - Infrastructure
Telecom Services
Asset Management
Communication Equipment
Diagnostics & Research
Health Care Plans
Household & Personal Products
Insurance - Property & Casualty
Internet Content & Information
Oil & Gas E&P
RECS: Top Represented Industries & Keywords
Industries:
Software - Application
Biotechnology
Diversified Industrials
Asset Management
Business Services
Semiconductors
Software - Infrastructure
Banks - Regional - US
Internet Content & Information
Packaged Foods
Specialty Chemicals
Utilities - Regulated Electric
Building Materials
Communication Equipment
Diagnostics & Research
Drug Manufacturers - Major
Oil & Gas E&P
Banks - Global
Insurance - Life
Residential Construction
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