FDMO vs. NWLG ETF Comparison

Comparison of Fidelity Momentum Factor ETF (FDMO) to Nuveen Winslow Large-Cap Growth ESG ETF (NWLG)
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

$71.42

Average Daily Volume

35,646

Number of Holdings *

122

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

Nuveen Winslow Large-Cap Growth ESG ETF

NWLG Description The investment seeks to provide long-term capital appreciation. The fund invests primarily in exchange-traded equity securities of large-cap U.S. companies that exhibit ESG characteristics. It invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in exchange-traded equity securities of companies with large capitalizations at the time of purchase. The fund may invest up to 20% of its net assets in non-U.S. equity securities listed on a foreign exchange that trade on such exchange contemporaneously with the shares of the fund.

Grade (RS Rating)

Last Trade

$33.65

Average Daily Volume

821

Number of Holdings *

42

* may have additional holdings in another (foreign) market
Performance
Period FDMO NWLG
30 Days 6.00% 3.69%
60 Days 8.27% 5.11%
90 Days 10.44% 6.29%
12 Months 42.98% 36.57%
18 Overlapping Holdings
Symbol Grade Weight in FDMO Weight in NWLG Overlap
AAPL C 6.8% 5.8% 5.8%
AMZN C 3.76% 8.8% 3.76%
ANET C 0.82% 1.4% 0.82%
AVGO D 2.03% 2.73% 2.03%
BKNG A 0.66% 2.04% 0.66%
BSX B 0.95% 0.99% 0.95%
ECL D 0.23% 0.96% 0.23%
FICO B 0.86% 1.81% 0.86%
GE D 0.74% 1.85% 0.74%
GOOGL C 3.54% 3.26% 3.26%
ISRG A 1.06% 2.42% 1.06%
KKR A 0.8% 2.07% 0.8%
LLY F 1.68% 1.89% 1.68%
MSFT F 6.21% 12.09% 6.21%
NFLX A 0.88% 2.02% 0.88%
NVDA C 6.97% 9.85% 6.97%
TT A 0.59% 2.84% 0.59%
UBER D 0.67% 0.5% 0.5%
FDMO Overweight 104 Positions Relative to NWLG
Symbol Grade Weight
META D 2.39%
BRK.A B 2.14%
TSLA B 2.03%
JPM A 1.88%
PLTR B 1.3%
APP B 1.27%
BAC A 1.21%
XOM B 1.12%
COIN C 1.09%
HD A 1.08%
ABBV D 1.08%
GS A 0.99%
DHR F 0.92%
PG A 0.92%
COST B 0.92%
AXP A 0.9%
MSI B 0.88%
NTRA B 0.87%
PGR A 0.87%
WMT A 0.86%
HOOD B 0.83%
HCA F 0.78%
QTWO A 0.78%
GDDY A 0.78%
CVLT B 0.74%
GKOS B 0.74%
CAT B 0.73%
RVMD C 0.73%
SYF B 0.72%
THC D 0.72%
BK A 0.7%
RNA D 0.7%
CVX A 0.67%
EVR B 0.67%
HIG B 0.67%
RTX C 0.66%
FIS C 0.65%
TJX A 0.61%
KO D 0.61%
JXN C 0.59%
MPWR F 0.56%
PM B 0.55%
CTAS B 0.54%
HWM A 0.52%
T A 0.52%
CARR D 0.51%
VRT B 0.51%
LIN D 0.51%
URI B 0.5%
TDG D 0.5%
GM B 0.5%
RCL A 0.48%
FIX A 0.47%
NEE D 0.47%
EME C 0.47%
TMUS B 0.45%
MLI C 0.44%
ZETA D 0.43%
EBAY D 0.42%
DY D 0.42%
TRU D 0.4%
SN D 0.39%
LDOS C 0.38%
CVNA B 0.38%
MO A 0.37%
DUK C 0.35%
CL D 0.33%
TTD B 0.32%
LUMN C 0.32%
VST B 0.31%
WMB A 0.3%
OKE A 0.3%
SHW A 0.29%
CEG D 0.29%
KMI A 0.28%
PEG A 0.28%
KMB D 0.28%
WELL A 0.28%
AEP D 0.28%
TRGP B 0.27%
SPG B 0.25%
FRPT B 0.24%
NRG B 0.24%
TPL A 0.24%
PSA D 0.24%
DLR B 0.24%
SFM A 0.24%
CBRE B 0.21%
NEM D 0.2%
DTM B 0.2%
EXR D 0.2%
IRM D 0.19%
EQR B 0.19%
FTI A 0.19%
ESS B 0.18%
SW A 0.17%
JLL D 0.16%
CRS A 0.16%
PKG A 0.16%
IFF D 0.15%
SLG B 0.15%
VNO B 0.15%
LPX B 0.15%
ATI D 0.14%
FDMO Underweight 24 Positions Relative to NWLG
Symbol Grade Weight
GOOG C -2.8%
MA C -2.79%
SPOT B -2.61%
WDAY B -2.31%
INTU C -2.1%
ORCL B -2.06%
NOW A -1.92%
MELI D -1.91%
CMG B -1.6%
SHOP B -1.44%
AMD F -1.28%
LRCX F -1.27%
SYK C -1.2%
ASML F -1.2%
ORLY B -1.2%
APH A -1.15%
FI A -1.14%
TXN C -1.12%
HLT A -1.04%
SNPS B -0.99%
VMC B -0.96%
WCN A -0.9%
ALNY D -0.85%
ADBE C -0.81%
Compare ETFs