FDLO vs. HUSV ETF Comparison
Comparison of Fidelity Low Volatility Factor ETF (FDLO) to First Trust Horizon Managed Volatility Domestic ETF (HUSV)
FDLO
Fidelity Low Volatility Factor ETF
FDLO Description
The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity U.S. Low Volatility Factor Index. Normally investing at least 80% of assets in securities included in the Fidelity U.S. Low Volatility Factor Index, which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies with lower volatility than the broader market.
Grade (RS Rating)
Last Trade
$61.07
Average Daily Volume
89,785
125
HUSV
First Trust Horizon Managed Volatility Domestic ETF
HUSV Description
The First Trust Horizon Managed Volatility Domestic ETF is an actively managed exchange-traded fund. The Fund's investment objective is to provide capital appreciation. Under normal market conditions, the Fund will seek to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in common stocks of domestic companies listed and traded on U.S. national securities exchanges that Horizon Investments, LLC believes exhibit low future expected volatility.Grade (RS Rating)
Last Trade
$37.98
Average Daily Volume
9,068
73
Performance
Period | FDLO | HUSV |
---|---|---|
30 Days | 2.72% | 1.97% |
60 Days | 5.11% | 5.06% |
90 Days | 6.79% | 6.33% |
12 Months | 23.48% | 19.01% |
43 Overlapping Holdings
Symbol | Grade | Weight in FDLO | Weight in HUSV | Overlap | |
---|---|---|---|---|---|
ABT | C | 0.93% | 0.93% | 0.93% | |
ADP | B | 0.62% | 1.26% | 0.62% | |
AJG | D | 0.62% | 1.06% | 0.62% | |
AVY | C | 0.16% | 1.2% | 0.16% | |
BRK.A | C | 2.09% | 2.59% | 2.09% | |
CL | D | 0.41% | 2.58% | 0.41% | |
CSCO | C | 1.54% | 2.54% | 1.54% | |
DUK | C | 0.37% | 1.39% | 0.37% | |
EA | D | 0.65% | 0.88% | 0.65% | |
ECL | B | 0.25% | 0.64% | 0.25% | |
ED | C | 0.27% | 0.95% | 0.27% | |
GD | B | 0.52% | 0.98% | 0.52% | |
HON | D | 0.64% | 1.25% | 0.64% | |
ITW | C | 0.52% | 1.72% | 0.52% | |
JNJ | C | 1.28% | 1.5% | 1.28% | |
KMB | D | 0.33% | 1.33% | 0.33% | |
KMI | B | 0.24% | 1.22% | 0.24% | |
KO | C | 0.77% | 2.6% | 0.77% | |
LIN | B | 0.56% | 0.93% | 0.56% | |
LMT | C | 0.63% | 1.97% | 0.63% | |
MA | B | 1.28% | 1.88% | 1.28% | |
MCD | B | 0.81% | 1.35% | 0.81% | |
MDLZ | B | 0.44% | 0.89% | 0.44% | |
MMC | C | 0.71% | 2.05% | 0.71% | |
MRK | D | 1.07% | 0.96% | 0.96% | |
MSFT | C | 7.19% | 2.13% | 2.13% | |
MSI | B | 1.36% | 2.26% | 1.36% | |
O | C | 0.25% | 0.7% | 0.25% | |
ORLY | C | 0.5% | 0.78% | 0.5% | |
OTIS | C | 0.45% | 1.05% | 0.45% | |
PEP | C | 0.7% | 1.38% | 0.7% | |
PG | C | 1.03% | 1.91% | 1.03% | |
PM | C | 0.62% | 1.42% | 0.62% | |
REGN | C | 0.76% | 0.72% | 0.72% | |
ROP | C | 1.24% | 2.21% | 1.24% | |
RSG | D | 0.48% | 2.51% | 0.48% | |
TJX | B | 0.65% | 1.05% | 0.65% | |
TMUS | C | 0.84% | 2.25% | 0.84% | |
V | C | 1.38% | 2.07% | 1.38% | |
VRSN | D | 1.11% | 1.88% | 1.11% | |
WM | D | 0.53% | 1.97% | 0.53% | |
WMB | B | 0.27% | 0.82% | 0.27% | |
WMT | C | 0.91% | 1.77% | 0.91% |
FDLO Overweight 82 Positions Relative to HUSV
Symbol | Grade | Weight | |
---|---|---|---|
AAPL | C | 7.33% | |
GOOGL | D | 3.68% | |
AMZN | C | 3.64% | |
LLY | C | 1.98% | |
ORCL | C | 1.76% | |
JPM | D | 1.63% | |
ACN | C | 1.61% | |
IBM | B | 1.6% | |
UNH | C | 1.57% | |
TXN | C | 1.52% | |
TYL | C | 1.19% | |
ABBV | C | 1.18% | |
AKAM | D | 1.16% | |
DOX | C | 1.12% | |
HD | B | 1.1% | |
XOM | C | 1.1% | |
VZ | B | 1.0% | |
T | C | 0.96% | |
TMO | B | 0.96% | |
CMCSA | D | 0.87% | |
PGR | B | 0.84% | |
AMGN | B | 0.84% | |
CB | B | 0.73% | |
SBUX | C | 0.71% | |
VRTX | D | 0.71% | |
CME | C | 0.69% | |
UNP | C | 0.68% | |
LOW | B | 0.66% | |
TRV | C | 0.63% | |
BDX | D | 0.63% | |
ETN | C | 0.61% | |
CVX | D | 0.6% | |
CBOE | C | 0.59% | |
NKE | D | 0.58% | |
ERIE | B | 0.57% | |
FDS | C | 0.55% | |
NOC | B | 0.54% | |
AIZ | B | 0.54% | |
WRB | C | 0.53% | |
JKHY | B | 0.52% | |
AZO | D | 0.48% | |
PAYX | C | 0.48% | |
TSCO | C | 0.47% | |
FAST | C | 0.47% | |
GRMN | D | 0.46% | |
LHX | C | 0.46% | |
BAH | C | 0.44% | |
J | C | 0.41% | |
SO | B | 0.39% | |
HII | D | 0.39% | |
FCN | D | 0.39% | |
COP | D | 0.38% | |
AMT | C | 0.36% | |
GIS | B | 0.33% | |
SHW | B | 0.3% | |
EQIX | C | 0.3% | |
AEP | C | 0.3% | |
XEL | B | 0.28% | |
HSY | C | 0.28% | |
EOG | D | 0.28% | |
WEC | C | 0.27% | |
PSA | B | 0.27% | |
LNG | C | 0.24% | |
DLR | B | 0.24% | |
APD | B | 0.24% | |
CCI | C | 0.24% | |
CMS | C | 0.24% | |
AEE | C | 0.24% | |
CTVA | B | 0.21% | |
EQR | B | 0.2% | |
CSGP | D | 0.2% | |
MAA | B | 0.19% | |
CTRA | D | 0.18% | |
PKG | B | 0.17% | |
VMC | D | 0.17% | |
ELS | C | 0.17% | |
AMH | C | 0.17% | |
MLM | D | 0.17% | |
DTM | B | 0.17% | |
ADC | C | 0.16% | |
AMCR | B | 0.16% | |
ATR | B | 0.15% |
FDLO Underweight 30 Positions Relative to HUSV
Symbol | Grade | Weight | |
---|---|---|---|
CTSH | C | -2.63% | |
PTC | D | -2.22% | |
TEL | D | -2.18% | |
APH | D | -2.07% | |
L | C | -1.78% | |
ATO | B | -1.2% | |
CHD | D | -1.19% | |
YUM | D | -1.17% | |
MO | C | -1.16% | |
CSX | D | -1.09% | |
AME | C | -1.03% | |
HIG | B | -0.96% | |
AMP | A | -0.96% | |
SPGI | B | -0.96% | |
ICE | C | -0.94% | |
DRI | B | -0.9% | |
LDOS | B | -0.86% | |
PPL | C | -0.84% | |
HOLX | B | -0.8% | |
BSX | B | -0.78% | |
OKE | B | -0.73% | |
WELL | C | -0.7% | |
MDT | C | -0.7% | |
ROST | C | -0.69% | |
MCK | F | -0.61% | |
REG | C | -0.6% | |
HLT | B | -0.58% | |
LYB | D | -0.57% | |
INVH | C | -0.54% | |
SYY | D | -0.51% |
FDLO: Top Represented Industries & Keywords
HUSV: Top Represented Industries & Keywords