FHEQ vs. KRMA ETF Comparison

Comparison of Fidelity Hedged Equity ETF (FHEQ) to Global X Conscious Companies ETF (KRMA)

FHEQ

Fidelity Hedged Equity ETF

FHEQ Description

FHEQ is actively managed, investing in equity securities with market caps similar to the S&P 500 and Russell 1000. The fund utilizes quantitative analysis and options for downside protection.

Grade (RS Rating)

Last Trade

$27.87

Average Daily Volume

24,517

Number of Holdings ^*

168

* may have additional holdings in another (foreign) market

KRMA

Global X Conscious Companies ETF

KRMA Description

The Global X Conscious Companies ETF seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Concinnity Conscious Companies Index.

Grade (RS Rating)

Last Trade

$40.25

Average Daily Volume

10,376

Number of Holdings ^*

151

* may have additional holdings in another (foreign) market

Performance

Period	FHEQ	KRMA
30 Days	2.51%	3.13%
60 Days	3.80%	3.71%
90 Days	4.54%	4.90%
12 Months		28.81%

65 Overlapping Holdings

Symbol	Grade	Weight in FHEQ	Weight in KRMA	Overlap
AAPL	C	7.31%	5.94%	5.94%
ABBV	D	1.0%	0.46%	0.46%
ADBE	C	0.93%	0.56%	0.56%
ADP	B	0.16%	0.53%	0.16%
AMAT	F	0.7%	0.51%	0.51%
AMGN	D	0.24%	0.48%	0.24%
AMZN	C	3.64%	2.82%	2.82%
ANET	C	0.08%	0.5%	0.08%
AVGO	D	1.49%	0.51%	0.51%
AXP	A	0.43%	0.55%	0.43%
BAC	A	1.17%	0.55%	0.55%
BAH	F	0.09%	0.48%	0.09%
BK	A	0.36%	0.52%	0.36%
BMY	B	0.68%	0.57%	0.57%
C	A	0.54%	0.55%	0.54%
CAH	B	0.4%	0.55%	0.4%
CAT	B	0.48%	0.51%	0.48%
CI	F	0.63%	0.52%	0.52%
CL	D	0.58%	0.47%	0.47%
CMCSA	B	0.83%	0.53%	0.53%
COST	B	0.45%	0.53%	0.45%
CRM	B	1.09%	0.59%	0.59%
CSCO	B	0.79%	0.53%	0.53%
CVX	A	0.02%	0.55%	0.02%
EOG	A	0.43%	0.55%	0.43%
GILD	C	0.73%	0.53%	0.53%
GOOGL	C	2.02%	2.69%	2.02%
HD	A	1.32%	0.51%	0.51%
HLT	A	0.18%	0.54%	0.18%
JNJ	D	0.61%	0.47%	0.47%
JPM	A	1.82%	0.55%	0.55%
LDOS	C	0.32%	0.51%	0.32%
LLY	F	0.76%	0.45%	0.45%
LMT	D	0.69%	0.48%	0.48%
MA	C	1.34%	0.52%	0.52%
MDLZ	F	0.07%	0.48%	0.07%
META	D	2.87%	1.52%	1.52%
MRK	F	0.69%	0.47%	0.47%
MS	A	0.16%	0.56%	0.16%
MSFT	F	5.64%	5.33%	5.33%
MSI	B	0.26%	0.54%	0.26%
MU	D	0.47%	0.47%	0.47%
NFLX	A	1.26%	0.57%	0.57%
NOW	A	0.34%	0.55%	0.34%
NUE	C	0.32%	0.53%	0.32%
NVDA	C	7.27%	6.16%	6.16%
ORCL	B	0.04%	0.55%	0.04%
PG	A	0.87%	0.5%	0.5%
PGR	A	0.63%	0.53%	0.53%
PYPL	B	0.54%	0.54%	0.54%
QCOM	F	0.84%	0.5%	0.5%
RTX	C	0.44%	0.48%	0.44%
SCHW	B	0.56%	0.56%	0.56%
SPGI	C	0.28%	0.53%	0.28%
TMO	F	0.26%	0.49%	0.26%
TMUS	B	0.29%	0.52%	0.29%
TROW	B	0.23%	0.54%	0.23%
TRV	B	0.49%	0.51%	0.49%
TSLA	B	1.26%	0.61%	0.61%
UNH	C	0.57%	0.54%	0.54%
UNP	C	0.73%	0.52%	0.52%
V	A	0.47%	0.56%	0.47%
VZ	C	0.18%	0.5%	0.18%
WDAY	B	0.16%	0.58%	0.16%
WMT	A	0.8%	0.52%	0.52%

FHEQ Overweight 103 Positions Relative to KRMA

Symbol	Grade	Weight
BRK.A	B	2.19%
GOOG	C	1.74%
XOM	B	1.54%
PM	B	0.92%
NEE	D	0.73%
TJX	A	0.73%
TT	A	0.69%
T	A	0.67%
CTAS	B	0.66%
ECL	D	0.62%
SQ	B	0.59%
BDX	F	0.59%
DIS	B	0.57%
NOC	D	0.56%
PFE	D	0.56%
SEIC	B	0.54%
KLAC	D	0.54%
DVN	F	0.53%
ZM	B	0.52%
CVNA	B	0.52%
MMC	B	0.52%
TXT	D	0.51%
DBX	B	0.51%
MSCI	C	0.49%
CMG	B	0.49%
ZBRA	B	0.47%
GE	D	0.45%
IGT	F	0.45%
ALLE	D	0.44%
CSX	B	0.43%
EXEL	B	0.43%
PCAR	B	0.42%
ALRM	C	0.4%
WM	A	0.38%
CME	A	0.37%
TDC	D	0.35%
PPG	F	0.34%
ANF	C	0.33%
MEDP	D	0.31%
GRMN	B	0.31%
CACI	D	0.3%
SKYW	B	0.29%
HWM	A	0.27%
INCY	C	0.27%
IDXX	F	0.26%
NSC	B	0.26%
FTNT	C	0.24%
AMT	D	0.24%
BLK	C	0.23%
LRCX	F	0.23%
LHX	C	0.23%
AME	A	0.22%
MGM	D	0.22%
CVS	D	0.22%
MMM	D	0.22%
BIIB	F	0.21%
XEL	A	0.21%
RSG	A	0.2%
GL	B	0.2%
CLX	B	0.2%
PSA	D	0.19%
GAP	C	0.18%
DOCU	A	0.18%
GEHC	F	0.17%
LNW	D	0.17%
FTI	A	0.17%
SPG	B	0.16%
PEGA	A	0.16%
F	C	0.15%
TPH	D	0.15%
ETN	A	0.15%
WFC	A	0.15%
UBER	D	0.14%
GEN	B	0.13%
DASH	A	0.12%
VEEV	C	0.12%
CINF	A	0.12%
SOLV	C	0.12%
NBIX	C	0.11%
BBWI	D	0.11%
QRVO	F	0.11%
VST	B	0.11%
KR	B	0.11%
ROST	C	0.1%
PLTK	B	0.1%
MKL	A	0.09%
DOC	D	0.08%
ALL	A	0.07%
BCC	B	0.07%
L	A	0.07%
TENB	C	0.06%
CRUS	D	0.06%
LYFT	C	0.06%
BLD	D	0.05%
UTHR	C	0.05%
QGEN	D	0.04%
SCCO	F	0.04%
LPLA	A	0.03%
MHO	D	0.02%
TWLO	A	0.02%
UNM	A	0.01%
NWL	B	0.01%
OGE	B	0.01%

FHEQ Underweight 86 Positions Relative to KRMA

Symbol	Grade	Weight
HUBS	A	-0.64%
CDNS	B	-0.62%
DFS	B	-0.62%
MCK	B	-0.62%
COF	B	-0.61%
INTU	C	-0.6%
SYF	B	-0.6%
TRMB	B	-0.6%
WAT	B	-0.59%
EA	A	-0.58%
SNPS	B	-0.57%
DELL	C	-0.57%
CMI	A	-0.56%
LULU	C	-0.56%
OKE	A	-0.56%
VLO	C	-0.55%
ADSK	A	-0.55%
CTSH	B	-0.55%
MAR	B	-0.55%
FDS	B	-0.55%
PANW	C	-0.55%
COP	C	-0.55%
ITW	B	-0.54%
STLD	B	-0.54%
SYK	C	-0.54%
MCO	B	-0.53%
VRTX	F	-0.53%
BWA	D	-0.53%
BSX	B	-0.53%
IT	C	-0.53%
NDAQ	A	-0.53%
APH	A	-0.53%
ULTA	F	-0.53%
ISRG	A	-0.53%
YUM	B	-0.52%
SBUX	A	-0.52%
TGT	F	-0.52%
PAYX	C	-0.52%
ABT	B	-0.51%
DT	C	-0.51%
VRSN	F	-0.51%
TXN	C	-0.51%
KEYS	A	-0.51%
HPQ	B	-0.51%
A	D	-0.51%
PRU	A	-0.51%
RMD	C	-0.5%
LFUS	F	-0.5%
AVY	D	-0.5%
IPG	D	-0.5%
AVT	C	-0.5%
ELV	F	-0.5%
MET	A	-0.5%
AFL	B	-0.5%
EBAY	D	-0.5%
NTAP	C	-0.5%
LEA	D	-0.5%
CBRE	B	-0.5%
J	F	-0.5%
NKE	D	-0.49%
IQV	D	-0.49%
PEP	F	-0.49%
CNC	D	-0.49%
JLL	D	-0.49%
DE	A	-0.49%
KMB	D	-0.49%
ZTS	D	-0.49%
PFG	D	-0.49%
UPS	C	-0.49%
HIG	B	-0.49%
GD	F	-0.49%
DKS	C	-0.49%
DHR	F	-0.49%
EXC	C	-0.48%
GIS	D	-0.48%
AWK	D	-0.48%
PHM	D	-0.48%
PLD	D	-0.48%
ADI	D	-0.47%
KO	D	-0.47%
AMD	F	-0.46%
AKAM	D	-0.44%
HCA	F	-0.44%
DOW	F	-0.44%
REGN	F	-0.43%
CDW	F	-0.42%