FDMO vs. ESGU ETF Comparison
Comparison of Fidelity Momentum Factor ETF (FDMO) to iShares MSCI USA ESG Optimized ETF (ESGU)
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
$65.73
Average Daily Volume
39,827
Number of Holdings
*
123
* may have additional holdings in another (foreign) market
ESGU
iShares MSCI USA ESG Optimized ETF
ESGU Description
The iShares MSCI USA ESG Optimized ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.Grade (RS Rating)
Last Trade
$125.72
Average Daily Volume
586,579
Number of Holdings
*
284
* may have additional holdings in another (foreign) market
Performance
| Period | FDMO | ESGU |
|---|---|---|
| 30 Days | 2.38% | 2.53% |
| 60 Days | 3.81% | 4.44% |
| 90 Days | 3.20% | 5.36% |
| 12 Months | 38.11% | 31.69% |
68 Overlapping Holdings
| Symbol | Grade | Weight in FDMO | Weight in ESGU | Overlap | |
|---|---|---|---|---|---|
| ABBV | C | 1.35% | 0.5% | 0.5% | |
| AMAT | D | 1.4% | 0.53% | 0.53% | |
| AMGN | B | 1.01% | 0.45% | 0.45% | |
| AMT | C | 0.34% | 0.4% | 0.34% | |
| AMZN | C | 3.7% | 3.47% | 3.47% | |
| ANET | B | 1.39% | 0.2% | 0.2% | |
| AVGO | C | 2.7% | 1.45% | 1.45% | |
| AXP | B | 0.73% | 0.41% | 0.41% | |
| BAC | D | 0.93% | 0.56% | 0.56% | |
| BKNG | C | 0.72% | 0.28% | 0.28% | |
| BRK.A | C | 1.99% | 0.41% | 0.41% | |
| C | C | 0.61% | 0.3% | 0.3% | |
| CAT | B | 0.7% | 0.3% | 0.3% | |
| CEG | C | 0.29% | 0.1% | 0.1% | |
| CL | D | 0.41% | 0.1% | 0.1% | |
| CMG | C | 0.6% | 0.13% | 0.13% | |
| COST | B | 1.04% | 0.83% | 0.83% | |
| DECK | C | 0.5% | 0.18% | 0.18% | |
| DELL | D | 1.26% | 0.1% | 0.1% | |
| DLR | B | 0.23% | 0.22% | 0.22% | |
| ECL | B | 0.25% | 0.42% | 0.25% | |
| ELV | C | 0.95% | 0.49% | 0.49% | |
| EME | B | 0.43% | 0.11% | 0.11% | |
| EQIX | C | 0.29% | 0.33% | 0.29% | |
| ETN | C | 0.61% | 0.17% | 0.17% | |
| FANG | D | 0.25% | 0.09% | 0.09% | |
| GDDY | C | 1.27% | 0.09% | 0.09% | |
| GE | B | 0.75% | 0.47% | 0.47% | |
| GOOGL | D | 3.45% | 1.14% | 1.14% | |
| GS | C | 0.71% | 0.34% | 0.34% | |
| HD | B | 1.18% | 0.99% | 0.99% | |
| HIG | B | 0.52% | 0.26% | 0.26% | |
| HLT | B | 0.56% | 0.1% | 0.1% | |
| IFF | B | 0.18% | 0.1% | 0.1% | |
| IRM | C | 0.2% | 0.16% | 0.16% | |
| ISRG | B | 1.07% | 0.32% | 0.32% | |
| JPM | D | 1.54% | 1.17% | 1.17% | |
| KKR | B | 0.6% | 0.11% | 0.11% | |
| KO | C | 0.77% | 1.03% | 0.77% | |
| LDOS | B | 0.43% | 0.1% | 0.1% | |
| LIN | B | 0.56% | 0.38% | 0.38% | |
| LLY | C | 2.16% | 1.56% | 1.56% | |
| MCK | F | 0.69% | 0.28% | 0.28% | |
| META | B | 2.43% | 2.16% | 2.16% | |
| MRK | D | 1.25% | 0.59% | 0.59% | |
| MSFT | C | 7.28% | 6.25% | 6.25% | |
| MU | F | 1.22% | 0.18% | 0.18% | |
| NEE | C | 0.5% | 0.48% | 0.48% | |
| NFLX | B | 0.82% | 0.53% | 0.53% | |
| NVDA | D | 6.83% | 6.05% | 6.05% | |
| OKE | B | 0.35% | 0.34% | 0.34% | |
| PEG | B | 0.24% | 0.47% | 0.24% | |
| PG | C | 1.03% | 0.74% | 0.74% | |
| PGR | B | 0.8% | 0.44% | 0.44% | |
| PSX | F | 0.3% | 0.14% | 0.14% | |
| REGN | C | 0.95% | 0.24% | 0.24% | |
| RTX | C | 0.67% | 0.44% | 0.44% | |
| STLD | F | 0.14% | 0.1% | 0.1% | |
| T | C | 0.54% | 0.16% | 0.16% | |
| TRGP | B | 0.31% | 0.22% | 0.22% | |
| TT | B | 0.55% | 0.44% | 0.44% | |
| UBER | C | 0.72% | 0.24% | 0.24% | |
| V | C | 1.33% | 1.02% | 1.02% | |
| VZ | B | 0.6% | 0.41% | 0.41% | |
| WELL | C | 0.29% | 0.24% | 0.24% | |
| WFC | D | 0.75% | 0.09% | 0.09% | |
| WSM | D | 0.47% | 0.15% | 0.15% | |
| XOM | C | 1.16% | 0.56% | 0.56% |
FDMO Overweight 55 Positions Relative to ESGU
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | C | 1.75% | |
| CRWD | D | 1.44% | |
| KLAC | D | 1.33% | |
| APH | D | 1.32% | |
| BSX | B | 0.99% | |
| WMT | C | 0.93% | |
| NTRA | C | 0.86% | |
| SMCI | F | 0.82% | |
| THC | A | 0.78% | |
| TJX | B | 0.72% | |
| CB | B | 0.68% | |
| PM | C | 0.62% | |
| ALL | B | 0.56% | |
| TDG | B | 0.54% | |
| CTAS | B | 0.53% | |
| GD | B | 0.51% | |
| WM | D | 0.51% | |
| HOOD | C | 0.5% | |
| VRT | C | 0.48% | |
| WING | B | 0.48% | |
| RSG | D | 0.46% | |
| WAB | B | 0.45% | |
| ANF | D | 0.45% | |
| CVNA | B | 0.45% | |
| JXN | A | 0.44% | |
| TMUS | C | 0.44% | |
| CSL | B | 0.41% | |
| FIX | B | 0.41% | |
| COIN | F | 0.39% | |
| WMB | B | 0.34% | |
| SO | B | 0.34% | |
| DUK | C | 0.33% | |
| MPC | F | 0.32% | |
| SHW | B | 0.3% | |
| FRPT | B | 0.28% | |
| SFM | B | 0.26% | |
| PSA | B | 0.26% | |
| CASY | D | 0.26% | |
| AEP | C | 0.26% | |
| SPG | B | 0.24% | |
| FCX | D | 0.24% | |
| VST | C | 0.23% | |
| FTI | D | 0.21% | |
| EXR | B | 0.21% | |
| WFRD | F | 0.2% | |
| AVB | B | 0.2% | |
| NRG | C | 0.2% | |
| ESS | B | 0.18% | |
| PKG | B | 0.17% | |
| MLM | D | 0.17% | |
| ELF | F | 0.17% | |
| LAMR | B | 0.16% | |
| AVY | C | 0.16% | |
| CRS | B | 0.14% | |
| SLG | B | 0.14% |
FDMO Underweight 216 Positions Relative to ESGU
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -6.42% | |
| GOOG | D | -2.23% | |
| TSLA | C | -1.34% | |
| UNH | C | -0.99% | |
| MA | B | -0.93% | |
| TXN | C | -0.72% | |
| JNJ | C | -0.7% | |
| ADP | B | -0.67% | |
| ADBE | F | -0.62% | |
| INTU | C | -0.61% | |
| NOW | B | -0.6% | |
| CRM | D | -0.59% | |
| IBM | B | -0.57% | |
| CVX | D | -0.56% | |
| ORCL | C | -0.54% | |
| PRU | C | -0.52% | |
| K | B | -0.51% | |
| SPGI | B | -0.51% | |
| AMD | D | -0.51% | |
| GILD | B | -0.47% | |
| ACN | C | -0.45% | |
| BR | D | -0.44% | |
| PEP | C | -0.44% | |
| GIS | B | -0.43% | |
| CSCO | C | -0.43% | |
| CMI | C | -0.41% | |
| MS | D | -0.41% | |
| DIS | D | -0.39% | |
| DHR | B | -0.39% | |
| LOW | B | -0.38% | |
| ZTS | C | -0.38% | |
| BK | B | -0.38% | |
| HON | D | -0.37% | |
| CCI | C | -0.37% | |
| CRH | B | -0.36% | |
| NI | B | -0.36% | |
| COP | D | -0.35% | |
| VRTX | D | -0.35% | |
| ADSK | C | -0.34% | |
| MMM | B | -0.34% | |
| GWW | B | -0.33% | |
| CI | C | -0.33% | |
| LRCX | F | -0.33% | |
| PNC | B | -0.32% | |
| MCD | B | -0.32% | |
| UNP | C | -0.32% | |
| MCO | B | -0.31% | |
| MET | B | -0.3% | |
| PFE | C | -0.3% | |
| QCOM | D | -0.3% | |
| PNR | B | -0.29% | |
| NXPI | F | -0.29% | |
| HES | F | -0.29% | |
| IDXX | C | -0.28% | |
| EXPD | C | -0.27% | |
| LKQ | F | -0.26% | |
| EW | F | -0.26% | |
| KMI | B | -0.26% | |
| CLX | C | -0.26% | |
| XYL | C | -0.25% | |
| SBUX | C | -0.25% | |
| INTC | F | -0.25% | |
| TMO | B | -0.25% | |
| PANW | D | -0.25% | |
| TGT | C | -0.24% | |
| KR | C | -0.23% | |
| PPG | D | -0.23% | |
| COR | D | -0.23% | |
| FLUT | B | -0.22% | |
| DE | B | -0.22% | |
| CHD | D | -0.21% | |
| CDNS | D | -0.21% | |
| SNPS | D | -0.21% | |
| VLTO | C | -0.21% | |
| KEYS | C | -0.21% | |
| NOC | B | -0.21% | |
| ANSS | D | -0.21% | |
| KHC | C | -0.2% | |
| CMS | C | -0.2% | |
| COO | B | -0.2% | |
| TRV | C | -0.2% | |
| NDAQ | A | -0.2% | |
| NEM | B | -0.2% | |
| FERG | D | -0.2% | |
| BG | D | -0.2% | |
| MELI | B | -0.2% | |
| CARR | B | -0.19% | |
| DFS | B | -0.19% | |
| MMC | C | -0.19% | |
| CMCSA | D | -0.19% | |
| CHRW | B | -0.19% | |
| EXC | C | -0.18% | |
| IT | B | -0.17% | |
| CBRE | A | -0.17% | |
| DAL | C | -0.17% | |
| SYF | C | -0.17% | |
| STE | C | -0.17% | |
| KMB | D | -0.17% | |
| TAP | D | -0.17% | |
| LNG | C | -0.17% | |
| WDAY | D | -0.17% | |
| BBY | C | -0.17% | |
| UPS | D | -0.16% | |
| IQV | C | -0.16% | |
| JCI | B | -0.16% | |
| SCHW | D | -0.16% | |
| PLD | C | -0.16% | |
| BMY | C | -0.16% | |
| EA | D | -0.16% | |
| HCA | B | -0.16% | |
| USB | B | -0.16% | |
| D | C | -0.16% | |
| WAT | C | -0.16% | |
| FDS | C | -0.15% | |
| CAH | C | -0.15% | |
| SBAC | C | -0.15% | |
| TSCO | C | -0.15% | |
| ACGL | C | -0.14% | |
| ADI | C | -0.14% | |
| DGX | B | -0.14% | |
| HPE | D | -0.14% | |
| J | C | -0.14% | |
| FTV | C | -0.14% | |
| AXON | B | -0.14% | |
| HBAN | B | -0.14% | |
| MRVL | C | -0.14% | |
| PTC | D | -0.14% | |
| FIS | B | -0.13% | |
| OVV | F | -0.13% | |
| A | C | -0.13% | |
| LII | B | -0.13% | |
| EIX | C | -0.12% | |
| VEEV | C | -0.12% | |
| FBIN | B | -0.12% | |
| AJG | D | -0.12% | |
| BKR | C | -0.12% | |
| CNH | D | -0.12% | |
| NUE | F | -0.12% | |
| PYPL | B | -0.12% | |
| TFC | C | -0.12% | |
| AFL | C | -0.12% | |
| GEV | B | -0.12% | |
| URI | B | -0.12% | |
| JNPR | B | -0.11% | |
| FICO | B | -0.11% | |
| SYK | C | -0.11% | |
| KDP | B | -0.11% | |
| PAYX | C | -0.11% | |
| FI | A | -0.11% | |
| FDX | C | -0.11% | |
| DHI | B | -0.11% | |
| HUBB | B | -0.11% | |
| AIZ | B | -0.11% | |
| PHM | B | -0.11% | |
| DVA | B | -0.11% | |
| MKC | C | -0.11% | |
| ES | C | -0.11% | |
| WY | C | -0.11% | |
| MDB | D | -0.11% | |
| MTD | D | -0.1% | |
| PARA | F | -0.1% | |
| ODFL | D | -0.1% | |
| HPQ | D | -0.1% | |
| LH | C | -0.1% | |
| SLB | F | -0.1% | |
| TWLO | D | -0.1% | |
| COF | B | -0.1% | |
| STX | C | -0.1% | |
| IPG | C | -0.1% | |
| HRL | C | -0.1% | |
| CNC | D | -0.1% | |
| WTRG | D | -0.1% | |
| HWM | B | -0.1% | |
| EQT | D | -0.1% | |
| SYY | D | -0.1% | |
| IEX | D | -0.1% | |
| WST | D | -0.1% | |
| IR | C | -0.1% | |
| TRMB | C | -0.1% | |
| HUBS | D | -0.1% | |
| JBHT | D | -0.1% | |
| WDC | D | -0.1% | |
| PWR | B | -0.1% | |
| ADM | D | -0.1% | |
| LULU | D | -0.1% | |
| NTRS | A | -0.1% | |
| ULTA | D | -0.1% | |
| IP | B | -0.1% | |
| MOH | D | -0.1% | |
| FSLR | C | -0.1% | |
| AKAM | D | -0.1% | |
| POOL | C | -0.1% | |
| OC | D | -0.1% | |
| WTW | C | -0.1% | |
| ED | C | -0.1% | |
| HOLX | B | -0.1% | |
| TFX | C | -0.1% | |
| FOX | B | -0.1% | |
| BALL | C | -0.1% | |
| TEAM | D | -0.1% | |
| AVTR | B | -0.1% | |
| BLK | B | -0.1% | |
| PFG | B | -0.1% | |
| CPB | C | -0.1% | |
| RCL | B | -0.1% | |
| SNOW | F | -0.09% | |
| NTAP | D | -0.09% | |
| MRO | C | -0.09% | |
| ALNY | C | -0.09% | |
| HII | D | -0.09% | |
| VLO | F | -0.09% | |
| ZBH | F | -0.09% | |
| BIIB | F | -0.09% | |
| DXCM | F | -0.09% | |
| MRNA | F | -0.08% | |
| DLTR | F | -0.07% |
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
ESGU: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Drug Manufacturers - Major
Semiconductors
Diversified Industrials
Credit Services
Business Services
Capital Markets
Medical Instruments & Supplies
Oil & Gas E&P
Packaged Foods
Specialty Retail
Health Care Plans
Household & Personal Products
Integrated Shipping & Logistics
Specialty Chemicals
Utilities - Regulated Electric
Aerospace & Defense
Asset Management
Banks - Global
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