FDMO vs. SUSL ETF Comparison

Comparison of Fidelity Momentum Factor ETF (FDMO) to iShares ESG MSCI USA Leaders ETF (SUSL)
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
SUSL

iShares ESG MSCI USA Leaders ETF

SUSL Description The investment seeks to track the investment results of the MSCI Japan Equal Weighted Index (USD) composed of equal weighted Japanese equities. The index is designed to represent an alternative weighting methodology to its market capitalization-weighted parent index, the MSCI Japan Index (the "parent index"). The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. It is non-diversified.

Grade (RS Rating)

Last Trade

$101.11

Average Daily Volume

29,496

Number of Holdings *

293

* may have additional holdings in another (foreign) market
Performance
Period FDMO SUSL
30 Days 2.38% 1.77%
60 Days 3.81% 3.52%
90 Days 3.20% 3.52%
12 Months 38.11% 31.97%
46 Overlapping Holdings
Symbol Grade Weight in FDMO Weight in SUSL Overlap
ALL B 0.56% 1.0% 0.56%
AMAT D 1.4% 1.0% 1.0%
AMGN B 1.01% 1.0% 1.0%
AMT C 0.34% 1.0% 0.34%
AVY C 0.16% 1.0% 0.16%
AXP B 0.73% 1.0% 0.73%
BKNG C 0.72% 1.0% 0.72%
CAT B 0.7% 1.0% 0.7%
CL D 0.41% 1.0% 0.41%
CTAS B 0.53% 1.0% 0.53%
DECK C 0.5% 1.0% 0.5%
DLR B 0.23% 1.0% 0.23%
ECL B 0.25% 1.0% 0.25%
ELV C 0.95% 1.0% 0.95%
EME B 0.43% 1.0% 0.43%
EQIX C 0.29% 1.0% 0.29%
ETN C 0.61% 1.0% 0.61%
GE B 0.75% 1.0% 0.75%
GOOGL D 3.45% 1.0% 1.0%
HD B 1.18% 1.0% 1.0%
HIG B 0.52% 1.0% 0.52%
HLT B 0.56% 1.0% 0.56%
IFF B 0.18% 1.0% 0.18%
IRM C 0.2% 1.0% 0.2%
KO C 0.77% 1.0% 0.77%
LIN B 0.56% 1.0% 0.56%
LLY C 2.16% 1.0% 1.0%
MLM D 0.17% 1.0% 0.17%
MPC F 0.32% 1.0% 0.32%
MRK D 1.25% 1.0% 1.0%
MSFT C 7.28% 1.0% 1.0%
NRG C 0.2% 1.0% 0.2%
NVDA D 6.83% 1.0% 1.0%
OKE B 0.35% 1.0% 0.35%
PG C 1.03% 1.0% 1.0%
PGR B 0.8% 1.0% 0.8%
PSX F 0.3% 1.0% 0.3%
STLD F 0.14% 1.0% 0.14%
TJX B 0.72% 1.0% 0.72%
TRGP B 0.31% 1.0% 0.31%
TT B 0.55% 1.0% 0.55%
V C 1.33% 1.0% 1.0%
VZ B 0.6% 1.0% 0.6%
WELL C 0.29% 1.0% 0.29%
WMB B 0.34% 1.0% 0.34%
WSM D 0.47% 1.0% 0.47%
FDMO Overweight 77 Positions Relative to SUSL
Symbol Grade Weight
AMZN C 3.7%
AVGO C 2.7%
META B 2.43%
BRK.A C 1.99%
APP C 1.75%
JPM D 1.54%
CRWD D 1.44%
ANET B 1.39%
ABBV C 1.35%
KLAC D 1.33%
APH D 1.32%
GDDY C 1.27%
DELL D 1.26%
MU F 1.22%
XOM C 1.16%
ISRG B 1.07%
COST B 1.04%
BSX B 0.99%
REGN C 0.95%
BAC D 0.93%
WMT C 0.93%
NTRA C 0.86%
SMCI F 0.82%
NFLX B 0.82%
THC A 0.78%
WFC D 0.75%
UBER C 0.72%
GS C 0.71%
MCK F 0.69%
CB B 0.68%
RTX C 0.67%
PM C 0.62%
C C 0.61%
KKR B 0.6%
CMG C 0.6%
TDG B 0.54%
T C 0.54%
GD B 0.51%
WM D 0.51%
HOOD C 0.5%
NEE 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%
LDOS B 0.43%
CSL B 0.41%
FIX B 0.41%
COIN F 0.39%
SO B 0.34%
DUK C 0.33%
SHW B 0.3%
CEG C 0.29%
FRPT B 0.28%
SFM B 0.26%
PSA B 0.26%
CASY D 0.26%
AEP C 0.26%
FANG D 0.25%
SPG B 0.24%
FCX D 0.24%
PEG B 0.24%
VST C 0.23%
FTI D 0.21%
EXR B 0.21%
WFRD F 0.2%
AVB B 0.2%
ESS B 0.18%
PKG B 0.17%
ELF F 0.17%
LAMR B 0.16%
CRS B 0.14%
SLG B 0.14%
FDMO Underweight 247 Positions Relative to SUSL
Symbol Grade Weight
FOX B -1.0%
BEN F -1.0%
BBWI F -1.0%
AZPN B -1.0%
WBA F -1.0%
ACI F -1.0%
DAL C -1.0%
DINO F -1.0%
DVA B -1.0%
KNX C -1.0%
TTC D -1.0%
HSIC C -1.0%
CNH D -1.0%
ALLY F -1.0%
LW D -1.0%
DAY D -1.0%
FOXA B -1.0%
TWLO D -1.0%
HRL C -1.0%
MKTX C -1.0%
RIVN F -1.0%
CPB C -1.0%
AIZ B -1.0%
SOLV C -1.0%
FBIN B -1.0%
NLY B -1.0%
WTRG D -1.0%
LKQ F -1.0%
CTLT B -1.0%
BXP B -1.0%
DOCU C -1.0%
TECH C -1.0%
TFX C -1.0%
IPG C -1.0%
ALLE B -1.0%
CHRW B -1.0%
NBIX F -1.0%
KMX D -1.0%
JNPR B -1.0%
EQH C -1.0%
SJM C -1.0%
POOL C -1.0%
TRMB C -1.0%
OC D -1.0%
BG D -1.0%
GGG C -1.0%
JBHT D -1.0%
ZS F -1.0%
ENPH D -1.0%
DPZ F -1.0%
AKAM D -1.0%
PNR B -1.0%
GEN B -1.0%
IEX D -1.0%
KEY B -1.0%
NI B -1.0%
CAG C -1.0%
IP B -1.0%
DOC C -1.0%
LPLA D -1.0%
PODD B -1.0%
MANH B -1.0%
ALGN D -1.0%
FDS C -1.0%
BURL B -1.0%
DGX B -1.0%
EXPD C -1.0%
APTV D -1.0%
LII B -1.0%
AVTR B -1.0%
ULTA D -1.0%
NTRS A -1.0%
CFG C -1.0%
SYF C -1.0%
PFG B -1.0%
TRU B -1.0%
LH C -1.0%
DRI B -1.0%
GPC D -1.0%
HOLX B -1.0%
MOH D -1.0%
WAT C -1.0%
OMC B -1.0%
BBY C -1.0%
PTC D -1.0%
BALL C -1.0%
STX C -1.0%
RF B -1.0%
ATO B -1.0%
WDC D -1.0%
HBAN B -1.0%
CMS C -1.0%
CLX C -1.0%
HPE D -1.0%
MKC C -1.0%
FSLR C -1.0%
ZBH F -1.0%
COO B -1.0%
K B -1.0%
CBOE C -1.0%
WST D -1.0%
SW B -1.0%
WY C -1.0%
RJF C -1.0%
TROW D -1.0%
NTAP D -1.0%
HUBS D -1.0%
ES C -1.0%
LYB D -1.0%
STE C -1.0%
STT A -1.0%
DOV B -1.0%
HAL F -1.0%
BR D -1.0%
FTV C -1.0%
TTWO C -1.0%
KEYS C -1.0%
TEAM D -1.0%
AXON B -1.0%
CHD D -1.0%
SBAC C -1.0%
ANSS D -1.0%
VLTO C -1.0%
DXCM F -1.0%
PHM B -1.0%
LULU D -1.0%
NVR B -1.0%
AWK B -1.0%
BIIB F -1.0%
TSCO C -1.0%
PPG D -1.0%
WTW C -1.0%
ROK D -1.0%
MTD D -1.0%
CHTR D -1.0%
EBAY B -1.0%
NDAQ A -1.0%
XYL C -1.0%
DFS B -1.0%
EIX C -1.0%
HPQ D -1.0%
BKR C -1.0%
NUE F -1.0%
IR C -1.0%
CBRE A -1.0%
KR C -1.0%
EA D -1.0%
ED C -1.0%
PWR B -1.0%
GEHC C -1.0%
YUM D -1.0%
ODFL D -1.0%
FERG D -1.0%
DASH C -1.0%
IT B -1.0%
RCL B -1.0%
EXC C -1.0%
A C -1.0%
KDP B -1.0%
CMI C -1.0%
EW F -1.0%
LNG C -1.0%
IDXX C -1.0%
PRU C -1.0%
HUM F -1.0%
ACGL C -1.0%
GIS B -1.0%
COR D -1.0%
IQV C -1.0%
AMP A -1.0%
GWW B -1.0%
PAYX C -1.0%
FICO B -1.0%
VLO F -1.0%
FIS B -1.0%
URI B -1.0%
JCI B -1.0%
KMB D -1.0%
BK B -1.0%
SRE C -1.0%
CCI C -1.0%
COF B -1.0%
AZO D -1.0%
WDAY D -1.0%
TRV C -1.0%
ADSK C -1.0%
DHI B -1.0%
TFC C -1.0%
SLB F -1.0%
NXPI F -1.0%
CARR B -1.0%
AFL C -1.0%
CRH B -1.0%
NEM B -1.0%
APD B -1.0%
MRVL C -1.0%
CSX D -1.0%
ORLY C -1.0%
PYPL B -1.0%
TGT C -1.0%
CDNS D -1.0%
USB B -1.0%
PNC B -1.0%
SNPS D -1.0%
MMM B -1.0%
ITW C -1.0%
HCA B -1.0%
MCO B -1.0%
INTC F -1.0%
ZTS C -1.0%
MELI B -1.0%
ICE C -1.0%
NKE D -1.0%
UPS D -1.0%
SCHW D -1.0%
LRCX F -1.0%
BMY C -1.0%
FI A -1.0%
DE B -1.0%
GILD B -1.0%
CI C -1.0%
PANW D -1.0%
ADP B -1.0%
MMC C -1.0%
MS D -1.0%
PLD C -1.0%
BLK B -1.0%
LOW B -1.0%
CMCSA D -1.0%
UNP C -1.0%
DIS D -1.0%
SPGI B -1.0%
NOW B -1.0%
INTU C -1.0%
TXN C -1.0%
DHR B -1.0%
IBM B -1.0%
MCD B -1.0%
ACN C -1.0%
AMD D -1.0%
CRM D -1.0%
PEP C -1.0%
ADBE F -1.0%
JNJ C -1.0%
MA B -1.0%
TSLA C -1.0%
GOOG D -1.0%
Compare ETFs