FDWM vs. SMIZ ETF Comparison

Comparison of Fidelity Women's Leadership ETF (FDWM) to Zacks Small/Mid Cap ETF (SMIZ)
FDWM

Fidelity Women's Leadership ETF

FDWM Description

The investment seeks long-term growth of capital. The Advisor normally invests at least 80% of assets in equity securities of companies that prioritize and advance women's leadership and development. The Adviser may invest the fund's assets in securities of foreign issuers in addition to securities of domestic issuers. The fund may invest a significant percentage of its assets in relatively few companies and may invest up to 25% in a single company. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$23.20

Average Daily Volume

241

Number of Holdings *

101

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

Zacks Small/Mid Cap ETF

SMIZ Description The fund seeks to generate positive risk-adjusted returns (positive rate of return after adjustment for the amount of risk taken) by, under normal circumstances, investing at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of small and midsize companies listed on U.S. stock exchanges or derivatives linked to such securities.

Grade (RS Rating)

Last Trade

$35.06

Average Daily Volume

15,361

Number of Holdings *

189

* may have additional holdings in another (foreign) market
Performance
Period FDWM SMIZ
30 Days -1.09% 2.90%
60 Days 0.61% 6.44%
90 Days 2.82% 9.93%
12 Months 22.25% 34.86%
9 Overlapping Holdings
Symbol Grade Weight in FDWM Weight in SMIZ Overlap
ANET C 1.41% 0.91% 0.91%
EXAS D 0.61% 0.19% 0.19%
GAP D 0.24% 0.35% 0.24%
HIG B 1.04% 0.57% 0.57%
HOLX D 1.76% 0.36% 0.36%
LDOS C 0.94% 0.5% 0.5%
PODD B 1.1% 1.05% 1.05%
RUN F 0.36% 0.08% 0.08%
TMHC B 0.92% 0.71% 0.71%
FDWM Overweight 92 Positions Relative to SMIZ
Symbol Grade Weight
AAPL C 4.35%
MSFT D 3.66%
NVDA A 3.24%
GOOG B 2.61%
AMZN B 2.56%
ACN C 2.03%
DIS B 1.93%
PGR B 1.73%
CI D 1.69%
CRM B 1.62%
JPM A 1.5%
WSM D 1.4%
ADBE D 1.32%
CDW F 1.23%
HUBS B 1.21%
AMD F 1.19%
VTR B 1.16%
NXPI F 1.16%
CNC F 1.13%
BAC A 1.11%
MA B 1.09%
MRVL B 1.08%
BKR B 1.04%
NEE C 1.0%
ALNY D 1.0%
WEX F 0.99%
C B 0.98%
FSLR F 0.98%
GEV A 0.96%
NDAQ A 0.95%
ETN B 0.94%
ULTA F 0.94%
GEN B 0.93%
MMC D 0.93%
ELV F 0.92%
DE C 0.92%
PH B 0.87%
MU D 0.87%
INTU B 0.85%
CLX A 0.83%
FIS C 0.82%
EL F 0.8%
ZTS D 0.78%
CBT C 0.78%
HLT A 0.78%
UPS C 0.77%
NSIT F 0.76%
PSA C 0.75%
FSS B 0.74%
OTIS C 0.71%
SAIC F 0.71%
RRX B 0.7%
BALL D 0.69%
MRK F 0.68%
GSK F 0.67%
AR B 0.66%
NFLX A 0.66%
HBAN B 0.65%
ETSY D 0.64%
EMN D 0.62%
ICLR F 0.61%
BBY D 0.61%
VRTX D 0.59%
CE F 0.57%
OLED F 0.57%
SUM B 0.57%
USB B 0.56%
OXY F 0.55%
PINS F 0.55%
SBUX A 0.55%
LOW C 0.54%
DELL B 0.53%
EQT A 0.52%
NVT C 0.51%
TPR B 0.51%
ATI C 0.51%
HSY F 0.5%
BG D 0.47%
MAN F 0.47%
WRBY A 0.45%
MTN C 0.44%
VLTO C 0.42%
NKE F 0.37%
AMN F 0.36%
ARCB C 0.34%
ZLAB C 0.31%
PD C 0.29%
ELF C 0.28%
RDUS C 0.24%
SEDG F 0.21%
MLKN F 0.2%
SAGE F 0.08%
FDWM Underweight 180 Positions Relative to SMIZ
Symbol Grade Weight
EME A -1.73%
BRBR A -1.19%
PRA B -1.12%
MCY B -1.06%
ADMA C -1.05%
NTRS A -1.04%
ENR B -1.01%
SLVM C -1.01%
CBSH A -0.96%
SNV B -0.96%
COFS A -0.95%
MUSA B -0.94%
KW B -0.92%
FISI B -0.92%
NTAP C -0.9%
DDOG A -0.9%
FULT B -0.89%
RYAN B -0.88%
FLS A -0.86%
LRN A -0.84%
MCK A -0.84%
LNG A -0.84%
TROW B -0.81%
NPAB F -0.8%
GWRE A -0.79%
PRM B -0.79%
ALX D -0.79%
WMB A -0.78%
ICUI D -0.76%
CBAN B -0.76%
TOL B -0.76%
NRIM A -0.74%
AXTA B -0.73%
RMBS C -0.72%
AYI B -0.71%
MEDP D -0.71%
PK D -0.69%
IBKR A -0.69%
HHH B -0.69%
CEG C -0.68%
ZUO B -0.68%
NI A -0.67%
CHCO B -0.65%
RCL A -0.65%
BMI C -0.65%
YEXT B -0.64%
BSRR C -0.63%
IR B -0.62%
SOFI A -0.62%
VMI B -0.61%
CINF A -0.61%
OHI B -0.6%
FIX A -0.6%
WTS B -0.59%
TTWO A -0.59%
VECO F -0.58%
GLW B -0.57%
HQY A -0.57%
HUBB B -0.57%
VST A -0.57%
TWLO A -0.57%
BMRC A -0.57%
NCLH B -0.56%
ALRS C -0.55%
JHG B -0.55%
ARVN F -0.55%
EIX C -0.54%
KREF D -0.54%
MATX B -0.54%
APH B -0.54%
ANF C -0.54%
UAL A -0.53%
PHM D -0.51%
ICFI F -0.5%
WING D -0.5%
ALTR B -0.5%
MASI B -0.49%
IRDM F -0.49%
UNM A -0.49%
COIN A -0.49%
ZBRA B -0.49%
FLR B -0.48%
PRI A -0.48%
BAH D -0.47%
WEAV B -0.47%
CMTG D -0.46%
SPT C -0.46%
ALKS C -0.46%
RMD C -0.45%
SIRI D -0.44%
JANX C -0.44%
MHO D -0.44%
CHRW B -0.43%
UIS C -0.43%
NWPX A -0.43%
TAP B -0.43%
ITT A -0.43%
WAB B -0.43%
DUOL A -0.42%
TXT D -0.41%
HCAT C -0.41%
CSL C -0.4%
GTLB B -0.4%
POWL C -0.4%
BTU C -0.39%
TSN B -0.38%
EXPD D -0.38%
ILMN C -0.38%
CARG B -0.38%
KRYS C -0.38%
AGNC C -0.37%
APPF C -0.37%
SPSC F -0.36%
KBH D -0.36%
THC C -0.36%
DRI C -0.36%
HY D -0.36%
VCYT B -0.36%
CRS A -0.36%
FTNT B -0.35%
URBN C -0.35%
AOSL C -0.35%
QLYS C -0.34%
OKTA D -0.34%
GRBK D -0.34%
KKR A -0.34%
CBOE C -0.33%
DOCU B -0.33%
ROST D -0.32%
UI A -0.32%
RDFN D -0.32%
ACGL D -0.32%
OMC C -0.32%
RIOT C -0.31%
HAE C -0.31%
LHX B -0.3%
HSTM A -0.3%
CCS F -0.3%
COOP B -0.29%
ALLO F -0.29%
UHS D -0.28%
FSLY F -0.28%
RBB B -0.28%
HRB D -0.27%
MGM D -0.27%
PCVX D -0.26%
WMS F -0.26%
EPC F -0.26%
MTG D -0.26%
EVTC B -0.25%
GNTY A -0.24%
AZEK B -0.24%
INSP F -0.24%
WASH B -0.23%
NYT D -0.23%
EVER F -0.23%
IRM C -0.22%
KMPR A -0.22%
ZM B -0.22%
OPCH F -0.21%
BRO B -0.21%
PARR F -0.21%
AIZ A -0.21%
SN D -0.2%
HL C -0.2%
CPF B -0.19%
POST C -0.19%
PHR F -0.19%
TMDX F -0.19%
STNE F -0.19%
AXS A -0.17%
DFH F -0.17%
CWCO C -0.16%
BMRN F -0.16%
AFL C -0.14%
AEO F -0.13%
STKS F -0.12%
COUR F -0.12%
HRTX F -0.09%
SPCE D -0.04%
Compare ETFs