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% |
FDMO: Top Represented Industries & Keywords
Industries:
Software - Application
Oil & Gas Midstream
Software - Infrastructure
Business Services
Specialty Chemicals
Asset Management
Engineering & Construction
Household & Personal Products
Internet Content & Information
Metal Fabrication
REIT - Office
Semiconductors
Specialty Industrial Machinery
Specialty Retail
Telecom Services
Utilities - Regulated Electric
Aerospace & Defense
Auto Manufacturers
Banks - Global
Biotechnology
NWLG: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Internet Content & Information
Software - Infrastructure
Specialty Retail
Medical Devices
Semiconductor Equipment & Materials
Specialty Industrial Machinery
Asset Management
Biotechnology
Building Materials
Business Services
Computer Systems
Consumer Electronics
Credit Services
Drug Manufacturers - Major
Electronic Components
Lodging
Media - Diversified
Medical Instruments & Supplies
Keywords:
S&P 500
Nasdaq 100
Computing
IBD 50
Work From Home
Operating System
Smartphones
Software
Cloud Computing
Dow Jones Component
E Commerce
Hyperscale
Integrated Circuits
Mobile Devices
Online Shopping
Semiconductor
Software As A Service
Artificial Intelligence
Consumer Electronics
Design Manufacturers