FDMO vs. HLGE ETF Comparison

Comparison of Fidelity Momentum Factor ETF (FDMO) to Hartford Longevity Economy ETF (HLGE)

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

$71.36

Average Daily Volume

33,158

Number of Holdings ^*

122

* may have additional holdings in another (foreign) market

HLGE

Hartford Longevity Economy ETF

HLGE Description

The Fund seeks to provide investment results that, before fees and expenses, correspond to the total return performance of an Index, which is designed to generate attractive risk-adjusted returns by investing in companies that comprise industries that reflect certain themes that are expected to benefit from the growth of the aging population and the substantial buying power it represents.

Grade (RS Rating)

Last Trade

$33.09

Average Daily Volume

531

Number of Holdings ^*

339

* may have additional holdings in another (foreign) market

Performance

Period	FDMO	HLGE
30 Days	5.95%	4.91%
60 Days	7.78%	4.65%
90 Days	10.86%	6.01%
12 Months	42.88%	31.20%

57 Overlapping Holdings

Symbol	Grade	Weight in FDMO	Weight in HLGE	Overlap
AAPL	B	6.8%	0.82%	0.82%
ABBV	D	1.08%	0.33%	0.33%
AEP	D	0.28%	0.13%	0.13%
AMZN	C	3.76%	1.05%	1.05%
APP	B	1.27%	0.18%	0.18%
AVGO	D	2.03%	0.53%	0.53%
AXP	A	0.9%	0.27%	0.27%
BAC	A	1.21%	0.38%	0.38%
BK	A	0.7%	0.52%	0.52%
BKNG	B	0.66%	0.74%	0.66%
BRK.A	B	2.14%	0.44%	0.44%
BSX	C	0.95%	0.52%	0.52%
CBRE	B	0.21%	0.04%	0.04%
CL	D	0.33%	0.67%	0.33%
COST	B	0.92%	0.51%	0.51%
CVLT	B	0.74%	0.89%	0.74%
DHR	D	0.92%	0.15%	0.15%
DUK	C	0.35%	0.31%	0.31%
EBAY	C	0.42%	1.01%	0.42%
EQR	B	0.19%	0.13%	0.13%
EVR	B	0.67%	0.06%	0.06%
FICO	B	0.86%	0.81%	0.81%
GDDY	B	0.78%	0.27%	0.27%
GM	B	0.5%	0.74%	0.5%
GOOGL	C	3.54%	1.03%	1.03%
GS	B	0.99%	0.53%	0.53%
HCA	F	0.78%	0.39%	0.39%
HD	A	1.08%	0.67%	0.67%
IRM	C	0.19%	0.35%	0.19%
ISRG	C	1.06%	0.35%	0.35%
JPM	B	1.88%	0.36%	0.36%
JXN	B	0.59%	0.12%	0.12%
KMB	C	0.28%	0.3%	0.28%
KO	D	0.61%	0.41%	0.41%
LLY	F	1.68%	0.52%	0.52%
META	D	2.39%	1.06%	1.06%
MPWR	F	0.56%	0.48%	0.48%
MSFT	D	6.21%	0.83%	0.83%
NFLX	B	0.88%	0.6%	0.6%
NRG	C	0.24%	0.04%	0.04%
NVDA	C	6.97%	1.17%	1.17%
PEG	A	0.28%	0.25%	0.25%
PG	A	0.92%	0.32%	0.32%
PGR	A	0.87%	0.2%	0.2%
RCL	B	0.48%	0.25%	0.25%
RTX	D	0.66%	0.32%	0.32%
SFM	B	0.24%	0.15%	0.15%
SPG	C	0.25%	0.18%	0.18%
SYF	A	0.72%	0.25%	0.25%
T	A	0.52%	0.5%	0.5%
TDG	D	0.5%	0.21%	0.21%
TJX	A	0.61%	0.63%	0.61%
TMUS	A	0.45%	0.7%	0.45%
UBER	D	0.67%	0.34%	0.34%
WELL	C	0.28%	0.3%	0.28%
WMT	B	0.86%	0.82%	0.82%
ZETA	D	0.43%	0.18%	0.18%

FDMO Overweight 65 Positions Relative to HLGE

Symbol	Grade	Weight
TSLA	B	2.03%
PLTR	B	1.3%
XOM	C	1.12%
COIN	B	1.09%
MSI	C	0.88%
NTRA	B	0.87%
HOOD	B	0.83%
ANET	C	0.82%
KKR	B	0.8%
QTWO	A	0.78%
GKOS	B	0.74%
GE	D	0.74%
CAT	B	0.73%
RVMD	B	0.73%
THC	D	0.72%
RNA	D	0.7%
CVX	B	0.67%
HIG	B	0.67%
FIS	D	0.65%
TT	B	0.59%
PM	B	0.55%
CTAS	B	0.54%
HWM	B	0.52%
CARR	C	0.51%
VRT	B	0.51%
LIN	D	0.51%
URI	B	0.5%
FIX	A	0.47%
NEE	D	0.47%
EME	B	0.47%
MLI	C	0.44%
DY	D	0.42%
TRU	D	0.4%
SN	D	0.39%
LDOS	D	0.38%
CVNA	B	0.38%
MO	A	0.37%
TTD	B	0.32%
LUMN	C	0.32%
VST	B	0.31%
WMB	B	0.3%
OKE	C	0.3%
SHW	A	0.29%
CEG	D	0.29%
KMI	B	0.28%
TRGP	B	0.27%
FRPT	B	0.24%
TPL	B	0.24%
PSA	C	0.24%
DLR	A	0.24%
ECL	D	0.23%
NEM	F	0.2%
DTM	B	0.2%
EXR	C	0.2%
FTI	A	0.19%
ESS	B	0.18%
SW	B	0.17%
JLL	B	0.16%
CRS	B	0.16%
PKG	B	0.16%
IFF	D	0.15%
SLG	B	0.15%
VNO	B	0.15%
LPX	B	0.15%
ATI	D	0.14%

FDMO Underweight 282 Positions Relative to HLGE

Symbol	Grade	Weight
CARG	C	-1.18%
ORCL	C	-1.03%
DELL	C	-0.94%
CARS	B	-0.94%
TXN	D	-0.92%
HPE	B	-0.89%
QCOM	F	-0.89%
NOW	B	-0.88%
YELP	C	-0.86%
NXPI	D	-0.83%
HPQ	B	-0.82%
PSTG	D	-0.79%
STX	D	-0.79%
NTAP	C	-0.79%
JWN	A	-0.76%
DDS	B	-0.75%
WDC	C	-0.74%
JNJ	D	-0.73%
LOW	C	-0.73%
FTNT	C	-0.72%
VRTX	D	-0.68%
MCK	C	-0.68%
DLB	B	-0.66%
PRGS	A	-0.66%
MCHP	F	-0.6%
ADI	D	-0.6%
MTCH	F	-0.6%
UNH	B	-0.57%
CRUS	F	-0.57%
TRIP	F	-0.57%
AXNX	C	-0.57%
PI	D	-0.56%
CMCSA	C	-0.54%
LMT	D	-0.54%
GILD	B	-0.54%
KR	A	-0.54%
ELV	F	-0.53%
OLED	F	-0.53%
M	D	-0.53%
MTD	F	-0.53%
PANW	C	-0.52%
CORT	B	-0.49%
PINS	F	-0.49%
EA	C	-0.47%
MRK	F	-0.46%
MS	B	-0.44%
C	A	-0.44%
REGN	F	-0.43%
AMED	F	-0.43%
MTB	B	-0.43%
SNAP	C	-0.42%
ZTS	D	-0.41%
ACI	C	-0.41%
PNC	A	-0.41%
OLLI	C	-0.41%
GEN	A	-0.41%
MCO	A	-0.4%
SYK	C	-0.4%
VRNS	D	-0.39%
WFC	A	-0.39%
QLYS	C	-0.38%
MU	D	-0.38%
FITB	B	-0.37%
TGT	F	-0.37%
IAC	D	-0.36%
CALM	B	-0.36%
SWKS	F	-0.36%
CRWD	B	-0.35%
A	D	-0.35%
BMY	B	-0.35%
CI	D	-0.35%
GD	F	-0.35%
ON	C	-0.34%
CW	B	-0.34%
VZ	B	-0.34%
MTSI	B	-0.34%
XRX	F	-0.33%
PEP	F	-0.33%
INTU	C	-0.33%
TMO	F	-0.33%
ABT	B	-0.33%
SO	D	-0.32%
DIOD	D	-0.32%
STT	A	-0.31%
EDR	A	-0.31%
UTHR	C	-0.3%
AMGN	D	-0.3%
NVR	D	-0.3%
RF	B	-0.29%
HEI	B	-0.28%
GRMN	A	-0.28%
MCRI	A	-0.28%
CDNS	B	-0.28%
YUM	B	-0.28%
ETR	B	-0.28%
MDT	D	-0.28%
HBAN	B	-0.28%
ADSK	B	-0.28%
USB	A	-0.28%
SYY	C	-0.27%
PRU	A	-0.27%
SMTC	A	-0.26%
PTC	A	-0.26%
KTB	A	-0.26%
EXEL	A	-0.25%
OGN	F	-0.25%
HUM	C	-0.25%
TENB	C	-0.24%
INCY	C	-0.24%
SNPS	B	-0.24%
JHG	A	-0.24%
MSGS	B	-0.24%
CB	D	-0.24%
COLL	F	-0.24%
COR	C	-0.24%
WMK	B	-0.23%
ZUO	C	-0.23%
INTC	C	-0.23%
HON	B	-0.23%
PHM	C	-0.23%
RMD	C	-0.22%
POWI	D	-0.22%
NYT	C	-0.22%
PFE	D	-0.21%
PPL	B	-0.21%
ITCI	C	-0.21%
CINF	A	-0.21%
LRN	B	-0.21%
PRG	B	-0.21%
HLT	A	-0.21%
TYL	A	-0.21%
EHC	B	-0.21%
BJ	B	-0.2%
SMCI	D	-0.2%
LAMR	C	-0.2%
HRB	D	-0.2%
CNC	F	-0.2%
WAT	B	-0.2%
ACIW	B	-0.2%
TSCO	C	-0.19%
COF	B	-0.19%
CRDO	B	-0.19%
BOX	A	-0.18%
FCNCA	B	-0.18%
KVUE	A	-0.18%
BLK	C	-0.18%
AVB	B	-0.18%
ROST	C	-0.17%
HSY	F	-0.17%
NOC	D	-0.17%
PSMT	C	-0.17%
DGX	B	-0.16%
ANSS	B	-0.16%
FSLR	F	-0.16%
LOPE	B	-0.16%
ADUS	D	-0.16%
APPN	C	-0.16%
CRVL	B	-0.16%
UPBD	B	-0.16%
AMD	F	-0.16%
QRVO	F	-0.16%
CHE	D	-0.16%
IMKTA	C	-0.16%
VICI	C	-0.15%
KSS	F	-0.15%
AMP	B	-0.15%
AFL	B	-0.15%
MMSI	B	-0.15%
TDC	D	-0.15%
ORI	A	-0.14%
FOXA	C	-0.14%
NHI	D	-0.14%
ADBE	C	-0.14%
PDCO	D	-0.14%
FLO	C	-0.14%
WGO	C	-0.14%
ALKT	A	-0.14%
SPGI	C	-0.14%
FE	D	-0.14%
SF	B	-0.13%
SHOO	D	-0.13%
AGYS	B	-0.13%
CHD	B	-0.13%
RJF	A	-0.13%
TROW	A	-0.13%
TFC	B	-0.13%
BDX	F	-0.13%
WSM	B	-0.12%
BKE	B	-0.12%
SHO	C	-0.12%
EQH	B	-0.12%
ICE	D	-0.11%
LZB	B	-0.11%
AVT	C	-0.11%
MOG.A	B	-0.11%
JEF	A	-0.11%
LHX	C	-0.11%
ZBH	C	-0.11%
HOLX	D	-0.11%
ED	D	-0.1%
VEEV	B	-0.1%
PJT	B	-0.1%
EIX	A	-0.1%
HIMS	A	-0.1%
DHI	D	-0.1%
BBY	D	-0.1%
KLG	C	-0.09%
ETSY	D	-0.09%
COKE	C	-0.09%
UNM	A	-0.09%
O	D	-0.08%
CHTR	C	-0.08%
SRE	A	-0.08%
THO	B	-0.08%
DTE	C	-0.08%
GIS	D	-0.08%
VTRS	B	-0.08%
MET	A	-0.08%
F	C	-0.08%
DFIN	D	-0.08%
GOLF	B	-0.08%
VTR	D	-0.08%
ROP	B	-0.08%
IDXX	F	-0.08%
PINC	B	-0.07%
VRSN	F	-0.07%
FTDR	B	-0.07%
DOCU	A	-0.07%
BPOP	B	-0.07%
DOCS	C	-0.07%
ACGL	D	-0.06%
AXS	A	-0.06%
PRDO	B	-0.06%
CPRX	C	-0.06%
AIG	B	-0.06%
NWL	A	-0.06%
VSTO	A	-0.06%
AEE	A	-0.06%
ABNB	C	-0.06%
CAH	B	-0.06%
OFG	B	-0.06%
ZS	C	-0.05%
FHI	A	-0.05%
LMAT	B	-0.05%
LNTH	D	-0.05%
WBA	D	-0.05%
EPC	D	-0.05%
WEC	A	-0.04%
MDLZ	F	-0.04%
VCTR	B	-0.04%
DIS	B	-0.04%
PBH	B	-0.04%
MRVL	B	-0.04%
APO	A	-0.04%
MKL	A	-0.04%
WOR	D	-0.04%
CASY	B	-0.04%
STE	F	-0.04%
HLI	A	-0.04%
LTC	B	-0.03%
PFBC	B	-0.03%
CTRE	D	-0.03%
SNEX	A	-0.03%
CNK	B	-0.03%
BRBR	B	-0.03%
MORN	A	-0.03%
LYV	A	-0.03%
MCD	D	-0.03%
MANH	C	-0.03%
CFG	B	-0.03%
BCO	D	-0.03%
COLM	A	-0.02%
MMM	D	-0.02%
TNL	A	-0.02%
CASH	B	-0.02%
WHR	B	-0.02%
ALL	B	-0.02%
ANIP	D	-0.01%
UE	B	-0.01%
AMG	B	-0.01%
CVS	D	-0.01%
PIPR	A	-0.01%