FDRR vs. HELO ETF Comparison
Comparison of Fidelity Dividend ETF for Rising Rates (FDRR) to JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
FDRR
Fidelity Dividend ETF for Rising Rates
FDRR Description
The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity Dividend Index for Rising Rates. Normally investing at least 80% of assets in securities included in the Fidelity Dividend Index for Rising Rates and in depository receipts representing securities included in the index. The Fidelity Dividend Index for Rising Rates is designed to reflect the performance of stocks of large and mid-capitalization dividend-paying companies that are expected to continue to pay and grow their dividends and have a positive correlation of returns to increasing 10-year U.S. Treasury yields.
Grade (RS Rating)
Last Trade
$51.24
Average Daily Volume
20,995
101
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
HELO Description
The fund seeks to provide capital appreciation through participation in the broad equity markets while hedging overall market exposure relative to traditional long-only equity strategies. Under normal circumstances, it invests at least 80% of its assets in equity securities. The fund uses an enhanced index strategy to invest in equity securities similar to those in the S&P 500 Index, which primarily consist of common stocks of large capitalization U.S. companies.Grade (RS Rating)
Last Trade
$60.70
Average Daily Volume
298,589
10
Performance
| Period | FDRR | HELO |
|---|---|---|
| 30 Days | 1.89% | 1.59% |
| 60 Days | 3.87% | 3.25% |
| 90 Days | 5.77% | 4.09% |
| 12 Months | 27.37% |
FDRR Overweight 96 Positions Relative to HELO
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | C | 2.7% | |
| LLY | C | 2.4% | |
| JPM | D | 1.83% | |
| V | C | 1.5% | |
| JNJ | C | 1.5% | |
| TXN | C | 1.5% | |
| ABBV | C | 1.48% | |
| IBM | B | 1.44% | |
| HD | B | 1.32% | |
| CSCO | C | 1.3% | |
| DELL | D | 1.29% | |
| MRK | D | 1.21% | |
| BAC | D | 1.2% | |
| PG | C | 1.2% | |
| HPQ | D | 1.12% | |
| PFE | C | 1.08% | |
| GS | C | 1.04% | |
| GE | B | 1.01% | |
| WFC | D | 1.01% | |
| KO | C | 0.98% | |
| MCD | B | 0.97% | |
| TJX | B | 0.95% | |
| RTX | C | 0.95% | |
| LOW | B | 0.93% | |
| BX | B | 0.93% | |
| BMY | C | 0.91% | |
| MS | D | 0.91% | |
| CAT | B | 0.88% | |
| LMT | C | 0.88% | |
| PM | C | 0.88% | |
| PEP | C | 0.86% | |
| T | C | 0.86% | |
| PNC | B | 0.86% | |
| VZ | B | 0.85% | |
| C | C | 0.83% | |
| SBUX | C | 0.8% | |
| USB | B | 0.79% | |
| TFC | C | 0.79% | |
| CME | C | 0.78% | |
| GM | C | 0.78% | |
| BBY | C | 0.77% | |
| UNP | C | 0.77% | |
| HON | D | 0.76% | |
| CVS | D | 0.7% | |
| CMCSA | D | 0.7% | |
| DE | B | 0.69% | |
| MO | C | 0.66% | |
| CVX | D | 0.65% | |
| TKO | B | 0.65% | |
| MAR | C | 0.64% | |
| NKE | D | 0.62% | |
| FOXA | B | 0.61% | |
| UPS | D | 0.61% | |
| LIN | B | 0.58% | |
| EA | D | 0.57% | |
| F | F | 0.57% | |
| OMC | B | 0.56% | |
| PCAR | D | 0.55% | |
| NEE | C | 0.55% | |
| NYT | C | 0.53% | |
| NWSA | D | 0.52% | |
| IPG | C | 0.46% | |
| NXST | D | 0.45% | |
| PLD | C | 0.41% | |
| COP | D | 0.4% | |
| WMG | D | 0.38% | |
| TRGP | B | 0.38% | |
| SO | B | 0.38% | |
| DUK | C | 0.36% | |
| PARA | F | 0.35% | |
| PSA | B | 0.34% | |
| EOG | D | 0.33% | |
| SPG | B | 0.32% | |
| GEV | B | 0.32% | |
| AEP | C | 0.31% | |
| NEM | B | 0.31% | |
| D | C | 0.29% | |
| CCI | C | 0.29% | |
| VICI | C | 0.27% | |
| OHI | B | 0.27% | |
| EIX | C | 0.26% | |
| APD | B | 0.26% | |
| FCX | D | 0.25% | |
| EXC | C | 0.25% | |
| GLPI | C | 0.23% | |
| DVN | F | 0.22% | |
| WY | C | 0.22% | |
| WPC | C | 0.21% | |
| IFF | B | 0.21% | |
| IP | B | 0.21% | |
| DOW | D | 0.19% | |
| AMCR | B | 0.18% | |
| LYB | D | 0.17% | |
| CIVI | F | 0.16% | |
| WBA | F | 0.16% | |
| MOS | F | 0.13% |
FDRR: Top Represented Industries & Keywords
HELO: Top Represented Industries & Keywords
Compare ETFs
