FDMO vs. CHGX ETF Comparison
Comparison of Fidelity Momentum Factor ETF (FDMO) to Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX)
FDMO
Fidelity Momentum Factor ETF
FDMO Description
The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity U.S. Momentum Factor Index. Normally investing at least 80% of assets in securities included in the Fidelity U.S. Momentum Factor Index, which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies that exhibit positive momentum signals.
Grade (RS Rating)
Last Trade
$65.80
Average Daily Volume
40,141
Number of Holdings
*
123
* may have additional holdings in another (foreign) market
CHGX
Change Finance U.S. Large Cap Fossil Fuel Free ETF
CHGX Description
The investment seeks to track the performance, before fees and expenses, of the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in the component securities of the index. The index was developed by Change Finance, PBC, the fund's investment adviser and index provider, and uses an objective, rules-based methodology to measure the performance of an equal-weighted portfolio of approximately 100 large cap U.S.-listed companies that meet a diverse set of environmental, social, and governance (ESG) standards.Grade (RS Rating)
Last Trade
$38.14
Average Daily Volume
6,425
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
Performance
Period | FDMO | CHGX |
---|---|---|
30 Days | 1.99% | 1.75% |
60 Days | 3.03% | 3.99% |
90 Days | 3.51% | 4.48% |
12 Months | 41.11% | 29.00% |
22 Overlapping Holdings
Symbol | Grade | Weight in FDMO | Weight in CHGX | Overlap | |
---|---|---|---|---|---|
ABBV | C | 1.35% | 0.98% | 0.98% | |
AMGN | B | 1.01% | 1.0% | 1.0% | |
ANET | A | 1.39% | 1.06% | 1.06% | |
AVGO | C | 2.7% | 1.02% | 1.02% | |
AXP | B | 0.73% | 1.03% | 0.73% | |
CAT | B | 0.7% | 1.04% | 0.7% | |
CRWD | D | 1.44% | 0.99% | 0.99% | |
DECK | D | 0.5% | 0.94% | 0.5% | |
ECL | A | 0.25% | 0.98% | 0.25% | |
GOOGL | D | 3.45% | 0.98% | 0.98% | |
KLAC | D | 1.33% | 0.93% | 0.93% | |
LLY | C | 2.16% | 0.94% | 0.94% | |
MCK | F | 0.69% | 0.9% | 0.69% | |
MRK | D | 1.25% | 0.98% | 0.98% | |
MU | F | 1.22% | 0.92% | 0.92% | |
NFLX | B | 0.82% | 1.0% | 0.82% | |
NVDA | D | 6.83% | 0.98% | 0.98% | |
PGR | A | 0.8% | 1.0% | 0.8% | |
SPG | A | 0.24% | 0.99% | 0.24% | |
STLD | D | 0.14% | 1.0% | 0.14% | |
TJX | C | 0.72% | 1.0% | 0.72% | |
V | C | 1.33% | 1.02% | 1.02% |
FDMO Overweight 101 Positions Relative to CHGX
Symbol | Grade | Weight | |
---|---|---|---|
MSFT | C | 7.28% | |
AMZN | C | 3.7% | |
META | A | 2.43% | |
BRK.A | C | 1.99% | |
APP | B | 1.75% | |
JPM | D | 1.54% | |
AMAT | D | 1.4% | |
APH | C | 1.32% | |
GDDY | C | 1.27% | |
DELL | C | 1.26% | |
HD | A | 1.18% | |
XOM | D | 1.16% | |
ISRG | C | 1.07% | |
COST | B | 1.04% | |
PG | C | 1.03% | |
BSX | B | 0.99% | |
ELV | C | 0.95% | |
REGN | C | 0.95% | |
BAC | D | 0.93% | |
WMT | B | 0.93% | |
NTRA | B | 0.86% | |
SMCI | F | 0.82% | |
THC | B | 0.78% | |
KO | B | 0.77% | |
WFC | D | 0.75% | |
GE | A | 0.75% | |
BKNG | B | 0.72% | |
UBER | C | 0.72% | |
GS | C | 0.71% | |
CB | B | 0.68% | |
RTX | C | 0.67% | |
PM | C | 0.62% | |
C | D | 0.61% | |
ETN | C | 0.61% | |
VZ | B | 0.6% | |
KKR | A | 0.6% | |
CMG | C | 0.6% | |
ALL | B | 0.56% | |
HLT | B | 0.56% | |
LIN | B | 0.56% | |
TT | A | 0.55% | |
TDG | B | 0.54% | |
T | C | 0.54% | |
CTAS | C | 0.53% | |
HIG | B | 0.52% | |
GD | B | 0.51% | |
WM | D | 0.51% | |
HOOD | C | 0.5% | |
NEE | C | 0.5% | |
VRT | C | 0.48% | |
WING | B | 0.48% | |
WSM | D | 0.47% | |
RSG | D | 0.46% | |
WAB | A | 0.45% | |
ANF | D | 0.45% | |
CVNA | B | 0.45% | |
JXN | B | 0.44% | |
TMUS | C | 0.44% | |
EME | A | 0.43% | |
LDOS | B | 0.43% | |
CSL | B | 0.41% | |
CL | C | 0.41% | |
FIX | A | 0.41% | |
COIN | F | 0.39% | |
OKE | B | 0.35% | |
WMB | B | 0.34% | |
AMT | C | 0.34% | |
SO | A | 0.34% | |
DUK | B | 0.33% | |
MPC | D | 0.32% | |
TRGP | B | 0.31% | |
SHW | B | 0.3% | |
PSX | D | 0.3% | |
CEG | A | 0.29% | |
EQIX | B | 0.29% | |
WELL | C | 0.29% | |
FRPT | B | 0.28% | |
SFM | B | 0.26% | |
PSA | B | 0.26% | |
CASY | D | 0.26% | |
AEP | C | 0.26% | |
FANG | D | 0.25% | |
FCX | D | 0.24% | |
PEG | A | 0.24% | |
VST | A | 0.23% | |
DLR | B | 0.23% | |
FTI | D | 0.21% | |
EXR | B | 0.21% | |
WFRD | F | 0.2% | |
IRM | B | 0.2% | |
AVB | C | 0.2% | |
NRG | A | 0.2% | |
ESS | C | 0.18% | |
IFF | C | 0.18% | |
PKG | B | 0.17% | |
MLM | D | 0.17% | |
ELF | F | 0.17% | |
LAMR | A | 0.16% | |
AVY | D | 0.16% | |
CRS | A | 0.14% | |
SLG | B | 0.14% |
FDMO Underweight 77 Positions Relative to CHGX
Symbol | Grade | Weight | |
---|---|---|---|
ORCL | B | -1.18% | |
CARR | B | -1.1% | |
FICO | B | -1.1% | |
PHM | B | -1.09% | |
NOW | A | -1.07% | |
PYPL | B | -1.06% | |
AMD | D | -1.05% | |
LEN | C | -1.05% | |
IBM | A | -1.05% | |
DE | B | -1.05% | |
GWW | A | -1.04% | |
BK | A | -1.04% | |
CRM | D | -1.04% | |
GIS | B | -1.03% | |
INTU | C | -1.03% | |
SQ | D | -1.03% | |
AWK | C | -1.03% | |
CDNS | D | -1.03% | |
IT | A | -1.03% | |
ADSK | C | -1.03% | |
STT | B | -1.02% | |
ROST | C | -1.02% | |
NDAQ | A | -1.02% | |
AMP | B | -1.02% | |
DIS | D | -1.02% | |
CMCSA | D | -1.01% | |
CSCO | B | -1.01% | |
MA | B | -1.01% | |
HCA | A | -1.01% | |
SPGI | A | -1.01% | |
PFE | C | -1.01% | |
FIS | B | -1.01% | |
ORA | C | -1.0% | |
MCO | A | -1.0% | |
PLD | C | -1.0% | |
ADP | B | -1.0% | |
ABT | C | -1.0% | |
TMO | C | -1.0% | |
AON | B | -1.0% | |
MDT | C | -1.0% | |
ROP | C | -1.0% | |
SYK | C | -1.0% | |
SCHW | D | -0.99% | |
CME | C | -0.99% | |
CHD | C | -0.99% | |
AAPL | C | -0.99% | |
FTNT | B | -0.98% | |
MMC | C | -0.98% | |
ORLY | D | -0.98% | |
GOOG | D | -0.98% | |
SNPS | D | -0.98% | |
QCOM | F | -0.98% | |
A | C | -0.98% | |
JNJ | C | -0.98% | |
ADI | C | -0.98% | |
MPWR | C | -0.97% | |
VRSK | D | -0.97% | |
CPRT | D | -0.97% | |
ACN | C | -0.97% | |
MRVL | C | -0.97% | |
ICE | C | -0.97% | |
EFX | C | -0.97% | |
CTSH | C | -0.96% | |
TXN | C | -0.96% | |
NKE | D | -0.96% | |
IQV | D | -0.96% | |
MSCI | C | -0.95% | |
AZO | D | -0.95% | |
INTC | F | -0.95% | |
MCHP | D | -0.95% | |
HPQ | D | -0.95% | |
SYY | D | -0.94% | |
WDAY | D | -0.93% | |
ON | F | -0.93% | |
EA | D | -0.92% | |
ADBE | F | -0.91% | |
PANW | C | -0.91% |
FDMO: Top Represented Industries & Keywords
Industries:
Banks - Global
Drug Manufacturers - Major
Specialty Chemicals
Telecom Services
Utilities - Regulated Electric
Aerospace & Defense
Household & Personal Products
Insurance - Property & Casualty
Internet Content & Information
Oil & Gas Midstream
Software - Application
Software - Infrastructure
Specialty Industrial Machinery
Specialty Retail
Apparel Stores
Asset Management
Business Services
Computer Systems
Conglomerates
Credit Services
CHGX: Top Represented Industries & Keywords
Industries:
Semiconductors
Software - Application
Drug Manufacturers - Major
Business Services
Capital Markets
Credit Services
Information Technology Services
Asset Management
Diagnostics & Research
Financial Data & Stock Exchanges
Medical Devices
Software - Infrastructure
Apparel Stores
Computer Systems
Farm & Construction Equipment
Footwear & Accessories
Insurance Brokers
Internet Content & Information
Media - Diversified
Residential Construction
Keywords:
S&P 500
Nasdaq 100
Computing
Dow Jones Component
Integrated Circuits
Work From Home
IBD 50
Insurance
Mobile Devices
Semiconductor
Cloud Computing
Electronics
Smartphones
Telecommunications
Ethernet
Operating System
Payment Systems
Pharmaceutical Products
Risk Management
Electronic Engineering