FBUF vs. SFYX ETF Comparison
Comparison of Fidelity Dynamic Buffered Equity ETF (FBUF) to SoFi Next 500 ETF (SFYX)
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
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
$15.58
Average Daily Volume
23,664
480
Performance
Period | FBUF | SFYX |
---|---|---|
30 Days | 3.10% | 9.04% |
60 Days | 4.70% | 9.54% |
90 Days | 6.08% | 10.86% |
12 Months | 34.71% |
22 Overlapping Holdings
Symbol | Grade | Weight in FBUF | Weight in SFYX | Overlap | |
---|---|---|---|---|---|
ALLE | D | 0.38% | 0.26% | 0.26% | |
ANF | C | 0.35% | 0.33% | 0.33% | |
BBWI | D | 0.16% | 0.11% | 0.11% | |
CACI | D | 0.17% | 0.18% | 0.17% | |
CRUS | D | 0.07% | 0.08% | 0.07% | |
CVNA | B | 0.52% | 0.35% | 0.35% | |
DBX | B | 0.52% | 0.13% | 0.13% | |
EXEL | B | 0.43% | 0.25% | 0.25% | |
GAP | C | 0.21% | 0.26% | 0.21% | |
GL | B | 0.13% | 0.16% | 0.13% | |
IGT | F | 0.46% | 0.07% | 0.07% | |
LNW | D | 0.16% | 0.27% | 0.16% | |
LYFT | C | 0.08% | 0.17% | 0.08% | |
MEDP | D | 0.28% | 0.27% | 0.27% | |
NBIX | C | 0.06% | 0.35% | 0.06% | |
NRG | B | 0.09% | 0.6% | 0.09% | |
PEGA | A | 0.02% | 0.23% | 0.02% | |
SEIC | B | 0.54% | 0.18% | 0.18% | |
TDC | D | 0.35% | 0.08% | 0.08% | |
TOL | B | 0.02% | 0.25% | 0.02% | |
UNM | A | 0.1% | 0.24% | 0.1% | |
UTHR | C | 0.04% | 0.38% | 0.04% |
FBUF Overweight 133 Positions Relative to SFYX
Symbol | Grade | Weight | |
---|---|---|---|
NVDA | C | 7.37% | |
AAPL | C | 7.34% | |
MSFT | F | 5.66% | |
AMZN | C | 3.84% | |
META | D | 2.89% | |
BRK.A | B | 2.2% | |
GOOGL | C | 2.04% | |
JPM | A | 1.93% | |
GOOG | C | 1.89% | |
AVGO | D | 1.62% | |
XOM | B | 1.56% | |
MA | C | 1.36% | |
HD | A | 1.32% | |
NFLX | A | 1.28% | |
TSLA | B | 1.27% | |
BAC | A | 1.18% | |
CRM | B | 1.16% | |
MRK | F | 0.96% | |
PM | B | 0.94% | |
ADBE | C | 0.94% | |
ABBV | D | 0.91% | |
QCOM | F | 0.85% | |
CMCSA | B | 0.84% | |
WMT | A | 0.82% | |
NEE | D | 0.82% | |
CSCO | B | 0.8% | |
PG | A | 0.8% | |
SCHW | B | 0.79% | |
LLY | F | 0.76% | |
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% | |
AMAT | F | 0.67% | |
V | A | 0.65% | |
CTAS | B | 0.65% | |
DIS | B | 0.65% | |
ECL | D | 0.63% | |
CI | F | 0.63% | |
ABT | B | 0.63% | |
KLAC | D | 0.61% | |
SQ | B | 0.6% | |
NOC | D | 0.6% | |
BDX | F | 0.58% | |
UNH | C | 0.57% | |
CL | D | 0.55% | |
MMC | B | 0.53% | |
ZM | B | 0.53% | |
CAT | B | 0.53% | |
ZBRA | B | 0.52% | |
DVN | F | 0.52% | |
MU | D | 0.5% | |
NOW | A | 0.5% | |
TXT | D | 0.5% | |
CSX | B | 0.49% | |
GE | D | 0.48% | |
EOG | A | 0.48% | |
CMG | B | 0.47% | |
CME | A | 0.44% | |
SPG | B | 0.44% | |
GRMN | B | 0.44% | |
MSI | B | 0.43% | |
AXP | A | 0.43% | |
WM | A | 0.41% | |
PFE | D | 0.41% | |
TMO | F | 0.38% | |
HWM | A | 0.38% | |
PCAR | B | 0.37% | |
NUE | C | 0.36% | |
ALRM | C | 0.34% | |
PPG | F | 0.34% | |
INCY | C | 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% | |
TROW | B | 0.28% | |
WFC | A | 0.28% | |
TRV | B | 0.26% | |
ADP | B | 0.26% | |
MSCI | C | 0.26% | |
AMGN | D | 0.25% | |
UBER | D | 0.24% | |
SYK | C | 0.24% | |
LRCX | F | 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% | |
BIIB | F | 0.21% | |
FTNT | C | 0.2% | |
PEP | F | 0.19% | |
MMM | D | 0.19% | |
TPH | D | 0.18% | |
SSNC | B | 0.18% | |
PSA | D | 0.17% | |
OXY | D | 0.15% | |
IDXX | F | 0.15% | |
VST | B | 0.14% | |
CLX | B | 0.14% | |
ITW | B | 0.14% | |
GEN | B | 0.13% | |
KR | B | 0.12% | |
BK | A | 0.12% | |
INTU | C | 0.12% | |
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% | |
DOCU | A | 0.09% | |
CINF | A | 0.07% | |
PLTK | B | 0.07% | |
QRVO | F | 0.06% | |
ANET | C | 0.06% | |
ORCL | B | 0.04% | |
VEEV | C | 0.04% | |
TNL | A | 0.04% | |
CVX | A | 0.02% |
FBUF Underweight 458 Positions Relative to SFYX
Symbol | Grade | Weight | |
---|---|---|---|
OWL | A | -0.99% | |
HOOD | B | -0.95% | |
IBKR | A | -0.84% | |
DT | C | -0.82% | |
NTNX | A | -0.78% | |
FTI | A | -0.77% | |
NCLH | B | -0.69% | |
PSTG | D | -0.69% | |
SOFI | A | -0.66% | |
TAP | C | -0.65% | |
TKO | B | -0.62% | |
RRX | B | -0.61% | |
TOST | B | -0.6% | |
KIM | A | -0.6% | |
WYNN | D | -0.56% | |
TPL | A | -0.55% | |
NTRA | B | -0.54% | |
GTLS | B | -0.52% | |
GWRE | A | -0.52% | |
EME | C | -0.52% | |
DUOL | A | -0.51% | |
PEN | B | -0.5% | |
EWBC | A | -0.49% | |
KNSL | B | -0.48% | |
MANH | D | -0.48% | |
AAL | B | -0.47% | |
ACM | A | -0.44% | |
FIX | A | -0.43% | |
HEI | B | -0.42% | |
LII | A | -0.42% | |
DAY | B | -0.42% | |
EQT | B | -0.41% | |
MORN | B | -0.4% | |
AFRM | B | -0.4% | |
ITCI | C | -0.4% | |
BILL | A | -0.39% | |
RIVN | F | -0.39% | |
RYAN | B | -0.38% | |
UI | A | -0.38% | |
XPO | B | -0.38% | |
USFD | A | -0.37% | |
PCTY | B | -0.37% | |
ELF | C | -0.36% | |
CADE | B | -0.36% | |
GMED | A | -0.36% | |
WBS | A | -0.36% | |
PCOR | B | -0.35% | |
PNFP | B | -0.35% | |
SAIA | B | -0.34% | |
TW | A | -0.34% | |
HQY | B | -0.34% | |
FFIV | B | -0.33% | |
SN | D | -0.33% | |
RGA | A | -0.33% | |
CELH | F | -0.33% | |
IVZ | B | -0.33% | |
LNTH | D | -0.32% | |
IOT | A | -0.32% | |
U | C | -0.32% | |
APPF | B | -0.32% | |
TRMB | B | -0.32% | |
PNR | A | -0.31% | |
RPM | A | -0.31% | |
FHN | A | -0.31% | |
SRPT | D | -0.31% | |
AGNC | D | -0.31% | |
PR | B | -0.31% | |
WTFC | A | -0.3% | |
PSN | D | -0.3% | |
JEF | A | -0.3% | |
NOV | C | -0.3% | |
MTZ | B | -0.3% | |
TTEK | F | -0.29% | |
AIZ | A | -0.29% | |
CNH | C | -0.29% | |
AAON | B | -0.29% | |
FNF | B | -0.29% | |
BSY | D | -0.29% | |
WFRD | D | -0.29% | |
JAZZ | B | -0.28% | |
WAL | B | -0.28% | |
APG | B | -0.28% | |
PFGC | B | -0.28% | |
THG | A | -0.28% | |
GGG | B | -0.28% | |
TXRH | C | -0.27% | |
JBL | B | -0.27% | |
OC | A | -0.27% | |
CW | B | -0.27% | |
ARMK | B | -0.27% | |
WSO | A | -0.27% | |
RMBS | C | -0.27% | |
COLB | A | -0.26% | |
AMH | D | -0.26% | |
SFM | A | -0.26% | |
SMAR | A | -0.26% | |
REXR | F | -0.26% | |
ESTC | C | -0.26% | |
CFR | B | -0.26% | |
ALK | C | -0.26% | |
GLPI | C | -0.26% | |
CHDN | B | -0.26% | |
PATH | C | -0.26% | |
NVT | B | -0.26% | |
ELS | C | -0.25% | |
EDR | A | -0.25% | |
S | B | -0.25% | |
WING | D | -0.25% | |
OSK | B | -0.25% | |
LECO | B | -0.25% | |
AL | B | -0.25% | |
CG | A | -0.25% | |
NDSN | B | -0.25% | |
CMA | A | -0.25% | |
WWD | B | -0.25% | |
THC | D | -0.25% | |
NI | A | -0.25% | |
ITT | A | -0.24% | |
CASY | A | -0.24% | |
CZR | F | -0.24% | |
JNPR | F | -0.24% | |
REG | B | -0.24% | |
BRBR | A | -0.24% | |
DVA | B | -0.24% | |
ALKS | B | -0.24% | |
CRBG | B | -0.24% | |
ALLY | C | -0.24% | |
SF | B | -0.23% | |
FRPT | B | -0.23% | |
BWXT | B | -0.23% | |
AFG | A | -0.23% | |
ZION | B | -0.23% | |
TPR | B | -0.23% | |
FLR | B | -0.23% | |
BXP | D | -0.22% | |
UHS | D | -0.22% | |
AVTR | F | -0.22% | |
CLH | B | -0.22% | |
AZEK | A | -0.22% | |
ADTN | A | -0.22% | |
SNV | B | -0.22% | |
CBSH | A | -0.22% | |
KRG | B | -0.22% | |
BOKF | B | -0.22% | |
ONB | B | -0.21% | |
MSA | D | -0.21% | |
PNW | B | -0.21% | |
INSP | D | -0.21% | |
AOS | F | -0.21% | |
CIEN | B | -0.21% | |
EHC | B | -0.21% | |
EQH | B | -0.21% | |
OZK | B | -0.21% | |
PPC | C | -0.21% | |
ALSN | B | -0.21% | |
CUBE | D | -0.21% | |
Z | A | -0.21% | |
PRI | A | -0.2% | |
ENSG | D | -0.2% | |
BJ | A | -0.2% | |
SCI | B | -0.2% | |
ADC | B | -0.2% | |
VOYA | B | -0.2% | |
NWSA | B | -0.2% | |
AIT | A | -0.2% | |
POOL | C | -0.2% | |
ATR | B | -0.2% | |
SSB | B | -0.2% | |
JLL | D | -0.2% | |
CPT | B | -0.2% | |
DKS | C | -0.2% | |
PRGO | B | -0.2% | |
LAD | A | -0.2% | |
WEX | D | -0.2% | |
PLNT | A | -0.2% | |
FLS | B | -0.19% | |
FOXA | B | -0.19% | |
DOX | D | -0.19% | |
CFLT | B | -0.19% | |
ACI | C | -0.19% | |
RBC | A | -0.19% | |
PB | A | -0.19% | |
GTLB | B | -0.19% | |
EXP | A | -0.19% | |
BLD | D | -0.19% | |
ZWS | B | -0.19% | |
LAMR | D | -0.19% | |
ST | F | -0.19% | |
RHP | B | -0.19% | |
RLI | B | -0.19% | |
EGP | F | -0.19% | |
PAG | B | -0.18% | |
BRKR | D | -0.18% | |
EVR | B | -0.18% | |
TDW | F | -0.18% | |
CR | A | -0.18% | |
ACHC | F | -0.18% | |
OHI | C | -0.18% | |
BIO | D | -0.18% | |
ATI | D | -0.18% | |
AXS | A | -0.18% | |
FND | C | -0.18% | |
IPG | D | -0.18% | |
SUM | B | -0.17% | |
GPK | C | -0.17% | |
HLI | B | -0.17% | |
INGR | B | -0.17% | |
AXTA | A | -0.17% | |
COTY | F | -0.17% | |
VLY | B | -0.17% | |
CRL | C | -0.17% | |
INFA | D | -0.17% | |
CHE | D | -0.17% | |
COHR | B | -0.17% | |
LBRDK | C | -0.17% | |
RGLD | C | -0.17% | |
DTM | B | -0.17% | |
MKTX | D | -0.17% | |
MTCH | D | -0.17% | |
WCC | B | -0.17% | |
CCK | C | -0.16% | |
FN | D | -0.16% | |
DCI | B | -0.16% | |
SWX | B | -0.16% | |
NYT | C | -0.16% | |
KEX | C | -0.16% | |
HSIC | B | -0.16% | |
AM | A | -0.16% | |
GNRC | B | -0.16% | |
ROKU | D | -0.16% | |
TECH | D | -0.16% | |
FBIN | D | -0.16% | |
GNTX | C | -0.16% | |
SNX | C | -0.16% | |
SW | A | -0.16% | |
MUSA | A | -0.16% | |
BFAM | D | -0.16% | |
EXLS | B | -0.16% | |
STWD | C | -0.16% | |
PVH | C | -0.15% | |
MASI | A | -0.15% | |
FRT | B | -0.15% | |
H | B | -0.15% | |
UBSI | B | -0.15% | |
NNN | D | -0.15% | |
LSCC | D | -0.15% | |
AGCO | D | -0.15% | |
WMS | D | -0.15% | |
ORI | A | -0.15% | |
SPSC | C | -0.15% | |
HALO | F | -0.15% | |
HOMB | A | -0.15% | |
OVV | B | -0.15% | |
WHR | B | -0.15% | |
AYI | B | -0.15% | |
WTRG | B | -0.15% | |
TPX | B | -0.15% | |
DNB | B | -0.15% | |
APLS | D | -0.15% | |
VNO | B | -0.15% | |
HRB | D | -0.14% | |
FSS | B | -0.14% | |
SSD | D | -0.14% | |
LEA | D | -0.14% | |
HII | D | -0.14% | |
FR | C | -0.14% | |
RL | B | -0.14% | |
SKX | D | -0.14% | |
BRX | A | -0.14% | |
WSC | D | -0.14% | |
ESAB | B | -0.14% | |
MTSI | B | -0.14% | |
FCN | D | -0.14% | |
SIGI | C | -0.14% | |
CHRW | C | -0.14% | |
KNX | B | -0.14% | |
BYD | C | -0.14% | |
BL | B | -0.14% | |
CNM | D | -0.14% | |
GXO | B | -0.14% | |
ETSY | D | -0.14% | |
TENB | C | -0.14% | |
AWI | A | -0.13% | |
TREX | C | -0.13% | |
GKOS | B | -0.13% | |
MIDD | C | -0.13% | |
MLI | C | -0.13% | |
TTC | D | -0.13% | |
POST | C | -0.13% | |
MMSI | B | -0.13% | |
BPMC | C | -0.13% | |
CHX | C | -0.13% | |
QGEN | D | -0.13% | |
MTN | C | -0.13% | |
GBCI | B | -0.13% | |
XRAY | F | -0.13% | |
CWST | A | -0.13% | |
SLM | A | -0.13% | |
CHH | A | -0.13% | |
VMI | B | -0.12% | |
TRNO | F | -0.12% | |
DINO | D | -0.12% | |
BERY | B | -0.12% | |
X | C | -0.12% | |
KBR | F | -0.12% | |
QLYS | C | -0.12% | |
M | D | -0.12% | |
STAG | F | -0.12% | |
CROX | D | -0.12% | |
VRNS | D | -0.12% | |
MTDR | B | -0.12% | |
IRT | A | -0.12% | |
ESI | A | -0.12% | |
SITE | D | -0.12% | |
OLED | D | -0.12% | |
KNF | A | -0.12% | |
BECN | B | -0.12% | |
IPAR | B | -0.11% | |
RGEN | D | -0.11% | |
ESNT | D | -0.11% | |
OGE | B | -0.11% | |
IDA | A | -0.11% | |
SAIC | F | -0.11% | |
APA | D | -0.11% | |
RHI | B | -0.11% | |
HUN | F | -0.11% | |
OMF | A | -0.11% | |
ORA | B | -0.11% | |
LNC | B | -0.11% | |
WH | B | -0.11% | |
BWA | D | -0.11% | |
DAR | C | -0.11% | |
FYBR | D | -0.11% | |
IONS | F | -0.11% | |
MAT | D | -0.11% | |
FFIN | B | -0.11% | |
CLF | F | -0.11% | |
BCPC | B | -0.1% | |
LANC | C | -0.1% | |
SLGN | A | -0.1% | |
FMC | D | -0.1% | |
UFPI | B | -0.1% | |
WTS | B | -0.1% | |
AN | C | -0.1% | |
R | B | -0.1% | |
REYN | D | -0.1% | |
CHRD | D | -0.1% | |
MTG | C | -0.1% | |
TNET | D | -0.1% | |
RYN | D | -0.1% | |
IBP | D | -0.1% | |
CMC | B | -0.1% | |
CTLT | B | -0.1% | |
CACC | D | -0.1% | |
TMHC | B | -0.1% | |
GTES | A | -0.1% | |
WK | B | -0.1% | |
FAF | A | -0.1% | |
HXL | D | -0.1% | |
ONTO | D | -0.1% | |
HP | B | -0.1% | |
FIVE | F | -0.1% | |
OPCH | D | -0.09% | |
CIVI | D | -0.09% | |
FIVN | C | -0.09% | |
CGNX | C | -0.09% | |
NXST | C | -0.09% | |
VFC | C | -0.09% | |
POR | C | -0.09% | |
AMKR | D | -0.09% | |
RVMD | C | -0.09% | |
TKR | D | -0.09% | |
DV | C | -0.09% | |
RRC | B | -0.09% | |
EEFT | B | -0.09% | |
AR | B | -0.09% | |
MTH | D | -0.09% | |
ACT | D | -0.09% | |
WMG | C | -0.09% | |
MMS | F | -0.09% | |
HAE | C | -0.09% | |
CBT | C | -0.09% | |
DLB | B | -0.09% | |
LPX | B | -0.09% | |
ZI | D | -0.09% | |
VNT | B | -0.09% | |
NEU | C | -0.09% | |
BCC | B | -0.08% | |
SMG | D | -0.08% | |
ABG | B | -0.08% | |
NSIT | F | -0.08% | |
KRC | C | -0.08% | |
SON | D | -0.08% | |
MSM | C | -0.08% | |
AA | B | -0.08% | |
SEE | C | -0.08% | |
AAP | C | -0.08% | |
COOP | B | -0.08% | |
HGV | B | -0.08% | |
RH | B | -0.08% | |
W | F | -0.08% | |
HOG | D | -0.08% | |
ARW | D | -0.08% | |
BC | C | -0.08% | |
AMG | B | -0.08% | |
RDN | C | -0.08% | |
FIZZ | C | -0.08% | |
FLO | D | -0.08% | |
LFUS | F | -0.08% | |
ALGM | D | -0.08% | |
MHK | D | -0.08% | |
WEN | D | -0.07% | |
ELAN | D | -0.07% | |
MUR | D | -0.07% | |
HAS | D | -0.07% | |
EXPO | D | -0.07% | |
THO | B | -0.07% | |
JXN | C | -0.07% | |
COLM | B | -0.07% | |
LSTR | D | -0.07% | |
RIG | D | -0.07% | |
PARA | C | -0.07% | |
MKSI | C | -0.07% | |
DDS | B | -0.07% | |
CAR | C | -0.06% | |
WU | D | -0.06% | |
ASH | D | -0.06% | |
IPGP | D | -0.06% | |
OLN | D | -0.06% | |
LCID | F | -0.06% | |
ASGN | F | -0.06% | |
IAC | D | -0.06% | |
CYTK | F | -0.06% | |
DXC | B | -0.06% | |
CNXC | F | -0.06% | |
PII | D | -0.06% | |
BKH | A | -0.06% | |
OGS | A | -0.06% | |
MGY | A | -0.06% | |
NFG | A | -0.06% | |
OGN | D | -0.06% | |
COLD | D | -0.06% | |
SM | B | -0.06% | |
ALIT | C | -0.05% | |
CC | C | -0.05% | |
NSP | D | -0.05% | |
UGI | A | -0.05% | |
NJR | A | -0.05% | |
PBF | D | -0.05% | |
ASO | F | -0.05% | |
VAC | B | -0.05% | |
NFE | D | -0.05% | |
VVV | F | -0.05% | |
SLAB | D | -0.04% | |
POWI | D | -0.04% | |
CPRI | F | -0.04% | |
ATKR | C | -0.04% | |
MDU | D | -0.04% |
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