FDMO vs. EZM ETF Comparison

Comparison of Fidelity Momentum Factor ETF (FDMO) to WisdomTree MidCap Earnings Fund (EZM)
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

$65.71

Average Daily Volume

39,693

Number of Holdings *

123

* may have additional holdings in another (foreign) market
EZM

WisdomTree MidCap Earnings Fund

EZM Description The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree MidCap Earnings Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of earnings-generating companies within the mid-capitalization segment of the U.S. Stock Market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$62.12

Average Daily Volume

20,540

Number of Holdings *

530

* may have additional holdings in another (foreign) market
Performance
Period FDMO EZM
30 Days 0.23% 1.49%
60 Days 1.97% 1.66%
90 Days 0.97% 6.61%
12 Months 34.27% 19.76%
9 Overlapping Holdings
Symbol Grade Weight in FDMO Weight in EZM Overlap
ANF D 0.45% 0.18% 0.18%
CRS B 0.14% 0.11% 0.11%
ELF F 0.17% 0.07% 0.07%
FIX B 0.41% 0.24% 0.24%
JXN B 0.44% 0.65% 0.44%
LAMR A 0.16% 0.23% 0.16%
SFM B 0.26% 0.3% 0.26%
THC B 0.78% 0.69% 0.69%
WING B 0.48% 0.12% 0.12%
FDMO Overweight 114 Positions Relative to EZM
Symbol Grade Weight
MSFT C 7.28%
NVDA D 6.83%
AMZN C 3.7%
GOOGL D 3.45%
AVGO C 2.7%
META A 2.43%
LLY C 2.16%
BRK.A C 1.99%
APP B 1.75%
JPM D 1.54%
CRWD F 1.44%
AMAT D 1.4%
ANET B 1.39%
ABBV C 1.35%
KLAC D 1.33%
V B 1.33%
APH D 1.32%
GDDY C 1.27%
DELL D 1.26%
MRK D 1.25%
MU F 1.22%
HD B 1.18%
XOM D 1.16%
ISRG C 1.07%
COST C 1.04%
PG C 1.03%
AMGN B 1.01%
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%
NFLX B 0.82%
PGR A 0.8%
KO B 0.77%
WFC D 0.75%
GE B 0.75%
AXP B 0.73%
BKNG B 0.72%
TJX C 0.72%
UBER C 0.72%
GS D 0.71%
CAT C 0.7%
MCK F 0.69%
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 B 0.6%
CMG C 0.6%
ALL A 0.56%
HLT B 0.56%
LIN B 0.56%
TT B 0.55%
TDG B 0.54%
T B 0.54%
CTAS C 0.53%
HIG A 0.52%
GD B 0.51%
WM D 0.51%
DECK C 0.5%
HOOD C 0.5%
NEE B 0.5%
VRT C 0.48%
WSM C 0.47%
RSG D 0.46%
WAB A 0.45%
CVNA B 0.45%
TMUS C 0.44%
EME B 0.43%
LDOS C 0.43%
CSL C 0.41%
CL C 0.41%
COIN F 0.39%
OKE B 0.35%
WMB B 0.34%
AMT C 0.34%
SO B 0.34%
DUK C 0.33%
MPC D 0.32%
TRGP B 0.31%
SHW B 0.3%
PSX D 0.3%
CEG C 0.29%
EQIX B 0.29%
WELL B 0.29%
FRPT B 0.28%
PSA B 0.26%
CASY D 0.26%
AEP B 0.26%
ECL B 0.25%
FANG D 0.25%
SPG B 0.24%
FCX D 0.24%
PEG B 0.24%
VST C 0.23%
DLR B 0.23%
FTI D 0.21%
EXR B 0.21%
WFRD F 0.2%
IRM B 0.2%
AVB B 0.2%
NRG C 0.2%
ESS B 0.18%
IFF B 0.18%
PKG B 0.17%
MLM D 0.17%
AVY D 0.16%
SLG B 0.14%
STLD D 0.14%
FDMO Underweight 521 Positions Relative to EZM
Symbol Grade Weight
TOL B -1.21%
UNM B -0.83%
DKS D -0.75%
EWBC C -0.66%
AAL D -0.64%
AN D -0.63%
CMA B -0.61%
TMHC B -0.58%
SNX D -0.57%
WAL B -0.57%
UHS B -0.57%
TPR C -0.57%
X D -0.56%
ALLY F -0.53%
OGN D -0.53%
COKE C -0.52%
ARW C -0.52%
DVA B -0.5%
MTH B -0.5%
GPK B -0.5%
LAD C -0.49%
MLI B -0.47%
KBH B -0.47%
ALSN B -0.47%
AMG C -0.47%
MTG B -0.46%
AFG B -0.46%
JNPR A -0.46%
CMC D -0.45%
WBS C -0.45%
AGCO D -0.44%
BWA D -0.43%
CROX C -0.43%
LNC D -0.43%
ZION D -0.43%
ORI A -0.42%
IBKR B -0.41%
PBF F -0.41%
BERY B -0.41%
HOG C -0.4%
SNV C -0.4%
HRB C -0.38%
R B -0.38%
VOYA A -0.38%
RDN B -0.38%
WCC C -0.38%
RL B -0.37%
ACT A -0.37%
SWN D -0.37%
AIZ B -0.37%
GPI B -0.37%
CNX A -0.36%
RRX C -0.36%
BOKF B -0.36%
MHO B -0.35%
ALK C -0.35%
AVT D -0.35%
MUSA C -0.35%
INGR A -0.35%
SM D -0.34%
EXP B -0.34%
CCOI C -0.34%
UI B -0.34%
ABG F -0.34%
MTDR D -0.33%
M F -0.33%
HSIC C -0.32%
DDS D -0.32%
ONB C -0.32%
SF A -0.32%
CHRD F -0.31%
RRC D -0.31%
BYD C -0.31%
OMF C -0.31%
CFR C -0.31%
WTFC B -0.31%
DXC C -0.3%
WEX C -0.3%
DOCU C -0.3%
SCI B -0.3%
PRI B -0.29%
LBRT D -0.29%
CACI B -0.29%
FNB D -0.29%
BC C -0.29%
COOP B -0.29%
BJ D -0.29%
CIVI F -0.29%
AYI B -0.29%
UGI C -0.29%
TPH C -0.28%
MUR D -0.28%
BCC C -0.28%
SSB B -0.28%
PNFP B -0.28%
WU D -0.28%
ARMK B -0.28%
BTU D -0.28%
CEIX D -0.27%
LNTH C -0.27%
AOS C -0.27%
OZK D -0.27%
OLN D -0.27%
OSK D -0.27%
COHR B -0.27%
SKX C -0.27%
H C -0.27%
CRUS D -0.26%
UFPI C -0.26%
CBSH C -0.26%
MTCH C -0.26%
JLL B -0.26%
CNM F -0.26%
DBX D -0.26%
NFG B -0.26%
CAR F -0.26%
HII C -0.26%
PNW B -0.26%
PII D -0.26%
BHF D -0.26%
ASO C -0.26%
BBWI F -0.25%
LEA D -0.25%
SON C -0.25%
PVH F -0.25%
CLH B -0.25%
ELAN D -0.25%
AL D -0.25%
NXST D -0.24%
HWC D -0.24%
ITT C -0.24%
NOG D -0.24%
MGY C -0.24%
MIDD C -0.24%
TKR D -0.24%
AMR F -0.24%
OGE B -0.23%
TTC D -0.23%
CUBE B -0.23%
ARCH F -0.23%
SEE D -0.23%
UMBF B -0.23%
ATI C -0.23%
PB B -0.23%
CW B -0.23%
AR D -0.23%
SANM D -0.23%
ATKR F -0.23%
VLY C -0.23%
HALO B -0.23%
JEF B -0.23%
EHC B -0.23%
TPX C -0.23%
DNB C -0.22%
CIEN C -0.22%
MKSI F -0.22%
TEX D -0.22%
SLGN B -0.22%
EVR B -0.22%
KBR D -0.22%
IBOC C -0.22%
ADTN F -0.22%
AMKR F -0.21%
FLR D -0.21%
APG D -0.21%
TNL D -0.21%
GMS C -0.21%
COLB B -0.21%
HOMB B -0.21%
NNN B -0.21%
BECN D -0.21%
DTM B -0.21%
BDC B -0.21%
SAIC C -0.21%
CVI F -0.21%
TGNA C -0.21%
RUSHA C -0.21%
POST C -0.21%
SEIC B -0.21%
RH B -0.2%
NSIT C -0.2%
BRX B -0.2%
DCI D -0.2%
AIT C -0.2%
CHDN C -0.2%
HCC F -0.2%
VNT D -0.2%
NEU D -0.19%
CRK D -0.19%
CADE B -0.19%
IBP C -0.19%
VMI D -0.19%
TXRH D -0.19%
HRI C -0.19%
HGV D -0.19%
CBT B -0.19%
TCBI B -0.19%
TTEK C -0.19%
MATX C -0.19%
BRKR D -0.18%
GMED D -0.18%
UBSI B -0.18%
SLM C -0.18%
AM B -0.18%
ASB D -0.18%
CNXC D -0.18%
MAT C -0.18%
CRC C -0.18%
PSN B -0.18%
BCO B -0.18%
SKY B -0.17%
RHI D -0.17%
ATR B -0.17%
TNET D -0.17%
SEB C -0.17%
ENSG C -0.17%
KNF B -0.17%
DY B -0.17%
MSTR D -0.17%
GNTX F -0.17%
GNW B -0.17%
ESI D -0.17%
CATY B -0.17%
SSD C -0.17%
HP D -0.17%
EEFT D -0.17%
VAC F -0.17%
THO D -0.17%
HLI B -0.17%
WSC D -0.16%
FBP C -0.16%
CNO B -0.16%
MDU B -0.16%
ABCB B -0.16%
FG C -0.16%
CHH C -0.16%
MEDP D -0.16%
SEM D -0.16%
BWXT D -0.16%
WMG D -0.16%
LPX B -0.16%
VSH D -0.15%
KTB B -0.15%
LSTR D -0.15%
GEF D -0.15%
MAN C -0.15%
KEX C -0.15%
PCTY C -0.15%
GWRE A -0.15%
PR D -0.15%
AWI B -0.15%
FRT C -0.15%
NOV D -0.15%
FLS D -0.15%
COLM B -0.15%
REYN C -0.15%
MOD C -0.15%
CHX D -0.15%
WH B -0.15%
OWL C -0.15%
ESAB C -0.15%
LFUS D -0.15%
EXLS C -0.14%
CACC D -0.14%
RYAN C -0.14%
MOG.A B -0.14%
ZI D -0.14%
PFSI B -0.14%
BKH B -0.14%
KFY B -0.14%
CHE C -0.14%
FR C -0.14%
GATX D -0.14%
ONTO F -0.14%
DOCS B -0.14%
ENS C -0.14%
WWD D -0.14%
ASGN D -0.14%
ACHC C -0.14%
KNSL C -0.14%
XRAY D -0.14%
GBCI B -0.13%
OPCH C -0.13%
WOR F -0.13%
IDCC B -0.13%
NYT C -0.13%
AVNT B -0.13%
SHC B -0.13%
OGS B -0.13%
ALIT D -0.13%
FYBR C -0.13%
URBN D -0.13%
IDA B -0.13%
NJR B -0.13%
RGLD B -0.13%
GXO D -0.13%
MSM D -0.13%
SFBS B -0.13%
OTTR D -0.13%
FIBK B -0.13%
WHD C -0.13%
FLO C -0.13%
PPC D -0.12%
CVLT B -0.12%
AMN F -0.12%
POR B -0.12%
FFIN B -0.12%
BOX B -0.12%
UAA C -0.12%
CACC D -0.12%
ALE A -0.12%
HLNE B -0.12%
SIGI C -0.12%
BFAM C -0.12%
DIOD F -0.12%
MMSI B -0.12%
PBH B -0.12%
AEO D -0.12%
RRR D -0.12%
WTS C -0.12%
RBC C -0.12%
GOLF F -0.12%
NVST D -0.12%
AAON B -0.12%
OLED C -0.12%
UCBI B -0.12%
ABM D -0.12%
MSA C -0.12%
MKTX C -0.11%
RHP D -0.11%
VVV D -0.11%
ZD D -0.11%
PTEN F -0.11%
PNM B -0.11%
TKO B -0.11%
INFA D -0.11%
FTDR B -0.11%
FAF B -0.11%
CC F -0.11%
EPRT A -0.11%
ASH D -0.11%
MTSI D -0.11%
FCN C -0.11%
ALGM F -0.11%
LNW B -0.11%
BRBR B -0.1%
TRNO C -0.1%
GTLS F -0.1%
MASI D -0.1%
EXEL B -0.1%
STAG C -0.1%
AEIS D -0.1%
FELE C -0.1%
FUL D -0.1%
ITGR B -0.1%
EDR A -0.1%
BANF B -0.1%
KOS F -0.1%
LRN B -0.1%
LOPE D -0.1%
EGP B -0.1%
VRRM D -0.1%
CR C -0.1%
MTN D -0.1%
PLNT A -0.1%
SHOO B -0.1%
RLI B -0.1%
CLF F -0.1%
BNL B -0.1%
ADC C -0.1%
KRC B -0.1%
SR B -0.1%
SRCL A -0.1%
ETSY F -0.1%
ARCB D -0.09%
FOUR C -0.09%
CNS B -0.09%
DOCN B -0.09%
HTZ D -0.09%
MMS D -0.09%
BCPC C -0.09%
PCOR F -0.09%
OLLI C -0.09%
ITRI C -0.09%
FSS D -0.09%
AVA B -0.09%
ACLS F -0.09%
WEN C -0.09%
BLKB B -0.09%
PLXS B -0.09%
TREX F -0.09%
NWE A -0.09%
SUM C -0.09%
DUOL B -0.09%
PIPR B -0.09%
SITE D -0.09%
CSWI B -0.09%
LSCC D -0.09%
AZEK C -0.08%
BILL D -0.08%
YETI D -0.08%
WD B -0.08%
LANC D -0.08%
NSP D -0.08%
PEGA C -0.08%
HAE D -0.08%
HI F -0.08%
LGIH C -0.08%
PEN D -0.08%
ZWS B -0.08%
HQY C -0.08%
GAP F -0.08%
ACIW B -0.08%
NSA B -0.08%
CBZ F -0.07%
CWEN B -0.07%
KAI C -0.07%
IONS F -0.07%
MGEE B -0.07%
EXPO B -0.07%
MP D -0.07%
ICFI C -0.07%
IOSP D -0.07%
BMI B -0.07%
SPSC D -0.07%
SMAR B -0.07%
PWSC C -0.07%
AMED C -0.07%
DLB D -0.07%
SYNA F -0.07%
RCM C -0.07%
ACA C -0.07%
EPR B -0.07%
CORT B -0.07%
VNO B -0.07%
NPO C -0.07%
KWR D -0.06%
TDC F -0.06%
RYN C -0.06%
SKT B -0.06%
ENOV F -0.06%
QLYS F -0.06%
ALTR C -0.06%
AIN D -0.06%
JBT D -0.06%
AWR B -0.06%
FOXF F -0.06%
CUZ B -0.06%
AMPH C -0.06%
CWST D -0.06%
HXL F -0.06%
VC F -0.06%
UNF B -0.06%
VRNS C -0.06%
ORA C -0.06%
KRYS D -0.06%
APPF D -0.06%
CRVL B -0.06%
SLAB D -0.06%
IPAR D -0.06%
SMPL D -0.06%
LTH B -0.06%
FIZZ D -0.06%
SMG C -0.05%
CALX D -0.05%
KLIC D -0.05%
BL D -0.05%
SGRY C -0.05%
CTRE B -0.05%
HL C -0.05%
HUN D -0.05%
ALRM F -0.05%
EVH C -0.05%
PECO B -0.05%
RMBS F -0.05%
IART F -0.05%
JOE C -0.05%
LEG D -0.05%
ESE B -0.05%
MC B -0.05%
NARI F -0.05%
TDW F -0.05%
TENB D -0.05%
INST D -0.05%
GTLB D -0.05%
AVAV D -0.05%
TDOC D -0.05%
NFE F -0.05%
LCII C -0.04%
LXP B -0.04%
FTRE F -0.04%
IPGP F -0.04%
ACAD F -0.04%
YELP F -0.04%
WK D -0.04%
POWI F -0.04%
NCNO D -0.04%
WDFC B -0.04%
PCH C -0.04%
TFSL C -0.04%
FORM F -0.04%
JJSF C -0.04%
MSGS B -0.04%
CABO F -0.03%
PGNY F -0.03%
GSAT F -0.03%
DBRG D -0.03%
PYCR D -0.03%
AZTA D -0.03%
GO F -0.03%
CNMD D -0.03%
DV F -0.03%
SAM F -0.03%
INTA B -0.03%
CWT C -0.03%
SPT F -0.02%
BRZE F -0.02%
FIVN F -0.02%
RPD F -0.02%
FRSH F -0.02%
COUR F -0.01%
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