FESM vs. IAK ETF Comparison

Comparison of Fidelity Enhanced Small Cap ETF (FESM) to iShares U.S. Insurance ETF (IAK)
FESM

Fidelity Enhanced Small Cap ETF

FESM Description

The fund will normally invest at least 80% of assets in common stocks included in the Russell 2000® Index, which is a market capitalization-weighted index designed to measure the performance of the small-cap segment of the U.S. equity market. The adviser will generally use computer-aided, quantitative analysis of historical valuation, growth, profitability, and other factors to select a broadly diversified group of stocks that may have the potential to provide a higher total return than that of the index. It will invest in domestic and foreign issuers.

Grade (RS Rating)

Last Trade

$34.59

Average Daily Volume

123,580

Number of Holdings *

562

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

iShares U.S. Insurance ETF

IAK Description The investment seeks to track the investment results of an index composed of U.S. equities in the insurance sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Insurance Index (the "underlying index"), which measures the performance of the insurance sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include financial and insurance companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$134.89

Average Daily Volume

63,391

Number of Holdings *

52

* may have additional holdings in another (foreign) market
Performance
Period FESM IAK
30 Days 7.42% 2.97%
60 Days 7.32% 4.45%
90 Days 8.30% 8.45%
12 Months 39.28% 38.87%
8 Overlapping Holdings
Symbol Grade Weight in FESM Weight in IAK Overlap
AMSF B 0.15% 0.14% 0.14%
CNO B 0.27% 0.49% 0.27%
GNW A 0.33% 0.35% 0.33%
LMND B 0.51% 0.21% 0.21%
MCY A 0.03% 0.24% 0.03%
OSCR D 0.1% 0.36% 0.1%
SIGI C 0.44% 0.72% 0.44%
TRUP B 0.12% 0.21% 0.12%
FESM Overweight 554 Positions Relative to IAK
Symbol Grade Weight
SFM A 0.97%
LUMN C 0.86%
CRS B 0.81%
QTWO A 0.8%
CVLT B 0.77%
ANF F 0.74%
FN C 0.74%
SPSC D 0.72%
SKYW C 0.69%
BGC C 0.66%
PAYO A 0.65%
JXN C 0.64%
ENS F 0.61%
MWA B 0.6%
MHO D 0.59%
CSGS B 0.59%
YELP C 0.58%
CRGY B 0.58%
COMP B 0.58%
IBP D 0.57%
NWBI B 0.57%
QLYS B 0.56%
MTX B 0.56%
EME A 0.55%
CVNA B 0.55%
FIX A 0.55%
EXLS B 0.54%
PRG C 0.54%
HWKN B 0.53%
OUT A 0.53%
LKFN C 0.52%
FUL F 0.52%
WT A 0.51%
MTDR B 0.51%
VMEO B 0.51%
FHI B 0.5%
AEO F 0.5%
UPBD B 0.5%
FLR B 0.5%
AIR B 0.49%
IGT F 0.49%
MXL C 0.48%
AIT B 0.47%
TMHC C 0.47%
ITRI C 0.47%
REZI A 0.46%
LANC C 0.45%
CODI B 0.44%
BANF B 0.43%
INSM C 0.42%
BHE C 0.41%
BMI B 0.4%
MMSI A 0.4%
GT C 0.39%
WTS B 0.39%
CMPR D 0.39%
AROC A 0.39%
SANM B 0.39%
APOG C 0.38%
ACA A 0.37%
UCTT D 0.37%
CBU B 0.37%
AAT B 0.36%
CRDO B 0.36%
BAND B 0.36%
ABCB B 0.36%
PCVX D 0.36%
TENB C 0.36%
GH B 0.35%
CNMD C 0.35%
CECO B 0.35%
FFIN B 0.35%
VICR C 0.35%
UMBF B 0.34%
TPH D 0.34%
TEX F 0.34%
PECO A 0.34%
ESRT C 0.34%
BBSI B 0.33%
NMIH C 0.33%
YOU D 0.32%
SF B 0.32%
SXT C 0.32%
ATI C 0.32%
ABM B 0.32%
MATX C 0.32%
STEP C 0.32%
COKE C 0.32%
PFS B 0.31%
EQC B 0.31%
SWX B 0.31%
KAR B 0.31%
KTOS B 0.31%
NJR A 0.3%
MTH D 0.3%
AWR B 0.3%
WOOF D 0.3%
GFF A 0.3%
VREX B 0.29%
EGHT B 0.29%
AX B 0.29%
PHR F 0.29%
BDC C 0.29%
TRNO F 0.28%
LNW F 0.28%
SXC A 0.28%
WK B 0.28%
YEXT B 0.28%
FBP C 0.28%
RVMD C 0.26%
PRGS A 0.26%
TRN B 0.26%
CEIX A 0.25%
PLPC B 0.25%
CDP C 0.25%
HP C 0.25%
MOG.A B 0.25%
SNEX B 0.25%
HQY A 0.24%
PDFS C 0.24%
BCO F 0.24%
PSN D 0.24%
NBR C 0.24%
SHAK C 0.23%
PLXS B 0.23%
EPAC C 0.23%
EZPW B 0.23%
CORT B 0.23%
CPF B 0.23%
BUSE B 0.23%
MRTN D 0.23%
HLX B 0.23%
RNST B 0.22%
PLAB C 0.22%
CRC A 0.22%
COMM D 0.22%
CALM A 0.22%
HWC B 0.22%
CRAI C 0.22%
GEO B 0.22%
MAC B 0.22%
AORT B 0.22%
TILE B 0.22%
ROCK C 0.21%
WABC B 0.21%
AXGN C 0.21%
RNA C 0.21%
PBH A 0.21%
HALO F 0.21%
SJW F 0.21%
HURN C 0.21%
OI C 0.21%
AXL C 0.21%
ALKS C 0.21%
CTRE C 0.2%
HNI B 0.2%
BL B 0.2%
HSTM B 0.2%
ZUO B 0.2%
KBH D 0.2%
CWT C 0.2%
PBI B 0.19%
TNC D 0.19%
HL D 0.19%
MUR D 0.19%
SMTC B 0.19%
FULT A 0.19%
UBSI B 0.19%
RMBS B 0.19%
PD C 0.18%
SBH C 0.18%
PJT A 0.18%
CADE B 0.18%
FRME B 0.18%
PRO C 0.18%
SFBS C 0.18%
XRX F 0.18%
SLVM B 0.18%
BVS D 0.18%
HY D 0.18%
AVNS F 0.18%
CNXN C 0.18%
VRE B 0.18%
ARLO C 0.17%
IRTC C 0.17%
CSWI B 0.17%
PRK B 0.17%
DCO C 0.17%
TDS B 0.17%
PTCT B 0.17%
LMB B 0.17%
FLNC D 0.17%
INTA B 0.17%
TVTX C 0.16%
RYTM C 0.16%
EWTX C 0.16%
EXPI D 0.16%
BOH B 0.16%
BCC B 0.16%
DXPE C 0.16%
ALRM C 0.16%
BPMC B 0.16%
CYTK F 0.16%
DOMO B 0.15%
VCYT B 0.15%
STNG F 0.15%
WSBC B 0.15%
MDGL B 0.15%
DY D 0.15%
NFBK C 0.15%
TRTX C 0.15%
SAH C 0.15%
OFG B 0.15%
CPS C 0.15%
OPCH D 0.14%
GHC B 0.14%
CPRX C 0.14%
AGIO C 0.14%
NRIX C 0.14%
ETD C 0.14%
WKC C 0.14%
HAE C 0.14%
FLXS B 0.14%
TWST F 0.14%
VRTS B 0.14%
UCB A 0.14%
FOLD F 0.14%
CNK C 0.14%
SRRK C 0.13%
ATRC C 0.13%
WSR A 0.13%
WS C 0.13%
CRNX C 0.13%
KNF B 0.13%
EXTR C 0.13%
SRCE B 0.13%
SLG B 0.13%
BRC D 0.12%
ZEUS C 0.12%
DK C 0.12%
KREF C 0.12%
REPX A 0.12%
AMRX C 0.12%
AMSC B 0.12%
FORM D 0.12%
CHX C 0.11%
KRYS C 0.11%
ACAD C 0.11%
ADMA B 0.11%
SKT A 0.11%
HCAT D 0.11%
DYN F 0.11%
OTTR C 0.11%
CDNA D 0.11%
HCI C 0.11%
LYTS B 0.11%
UNIT B 0.11%
EAT A 0.11%
DIOD D 0.1%
ALE A 0.1%
LADR B 0.1%
TRUE C 0.1%
AMPH F 0.1%
NGVC A 0.1%
GKOS B 0.1%
INDB B 0.1%
FFBC B 0.1%
GMRE F 0.1%
AUB B 0.1%
ADUS D 0.1%
VTOL B 0.1%
BCRX D 0.1%
KURA F 0.1%
ALTR B 0.1%
RDFN D 0.1%
TGTX B 0.09%
VBTX B 0.09%
EBS C 0.09%
ADPT C 0.09%
AMBA B 0.09%
AMAL B 0.09%
LGND C 0.09%
ODP F 0.09%
HLIT D 0.09%
RXRX F 0.09%
BCPC B 0.09%
MYGN F 0.09%
AGS A 0.09%
AUR C 0.09%
ARQT B 0.09%
ARAY C 0.08%
PRLB B 0.08%
ANIP F 0.08%
FTDR B 0.08%
FDP B 0.08%
BSRR B 0.08%
SGMO C 0.08%
CDMO A 0.08%
DEA D 0.08%
PCRX C 0.08%
EGP D 0.08%
KTB B 0.08%
TDOC C 0.08%
CATY B 0.08%
LTH C 0.08%
PTGX D 0.08%
AIN C 0.08%
MTRN C 0.08%
URBN C 0.08%
RUSHA C 0.08%
TCMD B 0.08%
AKBA C 0.08%
WVE C 0.08%
SSTK F 0.08%
FSS B 0.08%
MRC B 0.08%
SCS C 0.08%
SPT C 0.08%
PACB F 0.08%
LUNR B 0.07%
LNTH D 0.07%
LIVN F 0.07%
CTKB C 0.07%
KE C 0.07%
WEAV C 0.07%
NVAX F 0.07%
ORIC F 0.07%
KOD B 0.07%
HBI B 0.07%
JAMF F 0.07%
NBTB B 0.07%
HRTG C 0.07%
AXSM B 0.07%
FISI B 0.07%
PGC B 0.07%
SEM B 0.07%
LGF.A C 0.07%
IRWD F 0.07%
MYE F 0.07%
OPEN F 0.07%
NUVB C 0.07%
ATNI F 0.07%
PL B 0.07%
CTBI B 0.07%
THR B 0.07%
DNLI D 0.07%
MEDP D 0.07%
WSBF C 0.07%
REPL D 0.07%
BLKB B 0.07%
CDE C 0.07%
WMK C 0.07%
BSIG A 0.07%
COLL F 0.07%
BBIO F 0.07%
ANNX F 0.06%
ERAS C 0.06%
AKRO B 0.06%
RXO D 0.06%
UEC B 0.06%
TSHA C 0.06%
SNDX F 0.06%
RVNC F 0.06%
ARCT F 0.06%
APPN B 0.06%
IART C 0.06%
BGS F 0.06%
CDXS B 0.06%
CMC B 0.06%
TREE F 0.06%
CCCC F 0.06%
HURC B 0.06%
RM C 0.06%
GIC D 0.06%
BKD F 0.06%
ARVN F 0.06%
AVD C 0.06%
CLDX F 0.06%
CERS D 0.06%
QTRX F 0.06%
FBK C 0.06%
NABL F 0.06%
EOLS D 0.06%
ETNB C 0.05%
ALLK D 0.05%
ACIW B 0.05%
DAKT C 0.05%
SAGE F 0.05%
OABI F 0.05%
LGF.A C 0.05%
DSGN C 0.05%
TMCI C 0.05%
PAHC C 0.05%
ATRO D 0.05%
ORGO B 0.05%
FLYW B 0.05%
MLNK C 0.05%
ZIP D 0.05%
OPY B 0.05%
UHT D 0.05%
ARWR D 0.05%
COGT D 0.05%
OIS B 0.05%
STRO F 0.05%
BY B 0.05%
VNDA C 0.05%
ABSI F 0.05%
EE A 0.05%
SNBR F 0.05%
ONTO F 0.05%
MCRI A 0.05%
CVBF A 0.05%
BOOT C 0.05%
TSVT F 0.04%
HRTX F 0.04%
MGNX F 0.04%
LPSN F 0.04%
ICFI F 0.04%
BLBD D 0.04%
AOSL C 0.04%
BDTX F 0.04%
TNDM D 0.04%
TERN F 0.04%
NXRT B 0.04%
GERN D 0.04%
MSBI B 0.04%
BRSP C 0.04%
CXM C 0.04%
BASE B 0.04%
NUVL C 0.04%
VYGR F 0.04%
CRVL B 0.04%
ALX D 0.04%
IOVA F 0.04%
KALV F 0.04%
IDYA F 0.04%
NPAB F 0.04%
ZNTL F 0.04%
UVE B 0.04%
COUR F 0.04%
NSSC D 0.04%
TXRH B 0.04%
PRTS C 0.03%
FIZZ C 0.03%
ANIK D 0.03%
KYMR D 0.03%
GCI D 0.03%
NPK B 0.03%
ACET F 0.03%
GIII D 0.03%
ENTA F 0.03%
RMAX C 0.03%
SHEN F 0.03%
CWCO C 0.03%
IDT B 0.03%
RLMD F 0.03%
MBWM B 0.03%
YMAB F 0.03%
USLM A 0.03%
BEAM D 0.03%
BECN B 0.03%
ENSG C 0.03%
STNE F 0.03%
MED D 0.03%
RLAY F 0.03%
VSCO C 0.03%
AXNX A 0.03%
RCKT F 0.03%
ASC F 0.03%
STBA B 0.03%
FNKO D 0.03%
SANA F 0.03%
UVSP B 0.03%
ACLX C 0.03%
HROW D 0.03%
ARRY F 0.03%
UFPI C 0.03%
ETWO F 0.03%
HNST A 0.03%
CHGG C 0.03%
BHLB B 0.03%
LMAT A 0.03%
NARI C 0.03%
HUMA F 0.03%
GRC A 0.03%
FATE F 0.03%
VCEL B 0.03%
EDIT F 0.03%
HIMS B 0.03%
CSR B 0.03%
ANGO C 0.02%
SUPN C 0.02%
RCKY F 0.02%
EB C 0.02%
UPLD B 0.02%
DIN C 0.02%
ONTF C 0.02%
TNYA D 0.02%
CTMX F 0.02%
SPNS F 0.02%
MQ D 0.02%
NTLA F 0.02%
DVAX C 0.02%
ZIMV D 0.02%
TNET F 0.02%
ABUS D 0.02%
SVRA F 0.02%
MCB B 0.02%
RAMP B 0.02%
NKTR F 0.02%
TCBK C 0.02%
XNCR B 0.02%
JBSS F 0.02%
SPOK B 0.02%
MRSN D 0.02%
PGEN F 0.02%
CRBU D 0.02%
PRAA D 0.02%
GPRE F 0.02%
FCF B 0.02%
DOC C 0.02%
SWTX C 0.02%
TSE F 0.02%
ALHC C 0.02%
NKTX F 0.02%
ALEC F 0.02%
VERA C 0.02%
MDXG B 0.02%
SFL D 0.02%
ALT C 0.02%
PDCO F 0.02%
KPTI D 0.02%
PBYI C 0.02%
FSTR B 0.02%
PKE B 0.02%
BOLT F 0.01%
CARA D 0.01%
WFRD D 0.01%
ALVR F 0.01%
INO F 0.01%
NOVA F 0.01%
GATX A 0.01%
ZDGE F 0.01%
FGEN D 0.01%
IMVT F 0.01%
CHRS D 0.01%
AVTE D 0.01%
SMMT D 0.01%
ADAP F 0.01%
SPCE D 0.01%
RIG D 0.01%
URGN F 0.01%
XBIT F 0.01%
CCBG B 0.01%
FESM Underweight 44 Positions Relative to IAK
Symbol Grade Weight
PGR A -16.35%
CB C -11.69%
TRV B -6.34%
AFL B -6.0%
MET A -4.7%
PRU A -4.66%
ALL A -4.52%
AIG B -4.47%
HIG B -4.02%
ACGL C -3.88%
CINF A -2.76%
MKL A -2.61%
PFG D -2.17%
WRB A -2.12%
FNF B -1.82%
L A -1.78%
UNM A -1.42%
AIZ A -1.32%
KNSL B -1.24%
AFG A -1.21%
ERIE D -1.2%
PRI B -1.19%
GL C -1.16%
ORI A -1.05%
RLI A -0.87%
FAF A -0.79%
AXS A -0.78%
THG A -0.7%
LNC C -0.6%
WTM A -0.58%
AGO B -0.54%
KMPR A -0.51%
BHF C -0.37%
PLMR A -0.33%
STC B -0.24%
HMN B -0.2%
SKWD A -0.2%
EIG B -0.16%
SAFT B -0.16%
CNA C -0.14%
PRA C -0.1%
AMBC C -0.08%
UFCS A -0.06%
JRVR F -0.03%
Compare ETFs