FMDE vs. IQSM ETF Comparison
Comparison of Fidelity Enhanced Mid Cap ETF (FMDE) to IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM)
FMDE
Fidelity Enhanced Mid Cap ETF
FMDE Description
The fund will normally invest at least 80% of assets in common stocks included in the Russell Midcap® Index, which is a market capitalization-weighted index designed to measure the performance of the mid-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
$34.57
Average Daily Volume
149,918
Number of Holdings
*
292
* may have additional holdings in another (foreign) market
IQSM
IQ Candriam ESG U.S. Mid Cap Equity ETF
IQSM Description
IQ Candriam ESG U.S. Mid Cap Equity ETF is an exchange traded fund launched by New York Life Investment Management LLC. The fund is managed by IndexIQ Advisors LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of mid-cap companies. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the IQ Candriam ESG U.S. Mid Cap Equity Index, by using full replication technique. IQ Candriam ESG U.S. Mid Cap Equity ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$34.29
Average Daily Volume
13,747
Number of Holdings
*
214
* may have additional holdings in another (foreign) market
Performance
| Period | FMDE | IQSM |
|---|---|---|
| 30 Days | 6.40% | 4.29% |
| 60 Days | 8.81% | 5.32% |
| 90 Days | 10.43% | 6.64% |
| 12 Months | 38.09% | 27.71% |
60 Overlapping Holdings
| Symbol | Grade | Weight in FMDE | Weight in IQSM | Overlap | |
|---|---|---|---|---|---|
| ACM | B | 0.17% | 0.7% | 0.17% | |
| AIZ | A | 0.63% | 0.54% | 0.54% | |
| AM | A | 0.39% | 0.24% | 0.24% | |
| AMH | C | 0.49% | 0.6% | 0.49% | |
| ANF | F | 0.45% | 0.34% | 0.34% | |
| ARW | D | 0.01% | 0.3% | 0.01% | |
| AXS | A | 0.09% | 0.31% | 0.09% | |
| AXTA | B | 0.47% | 0.43% | 0.43% | |
| AYI | B | 0.31% | 0.48% | 0.31% | |
| BLD | D | 0.32% | 0.55% | 0.32% | |
| BRX | A | 0.45% | 0.41% | 0.41% | |
| BURL | B | 0.48% | 0.84% | 0.48% | |
| CRUS | D | 0.44% | 0.26% | 0.26% | |
| DCI | B | 0.52% | 0.44% | 0.44% | |
| DKS | D | 0.2% | 0.54% | 0.2% | |
| DOCU | B | 0.65% | 0.77% | 0.65% | |
| EME | A | 0.31% | 1.12% | 0.31% | |
| EQH | C | 0.62% | 0.75% | 0.62% | |
| EXEL | B | 0.52% | 0.43% | 0.43% | |
| FFIV | B | 0.54% | 0.68% | 0.54% | |
| FIX | A | 0.38% | 0.74% | 0.38% | |
| FR | D | 0.06% | 0.33% | 0.06% | |
| FTI | A | 0.12% | 0.58% | 0.12% | |
| GAP | C | 0.49% | 0.21% | 0.21% | |
| GL | C | 0.54% | 0.47% | 0.47% | |
| GXO | B | 0.14% | 0.33% | 0.14% | |
| HRB | D | 0.22% | 0.39% | 0.22% | |
| INGR | C | 0.24% | 0.47% | 0.24% | |
| ITT | A | 0.12% | 0.6% | 0.12% | |
| JAZZ | B | 0.02% | 0.36% | 0.02% | |
| KEY | B | 0.65% | 0.85% | 0.65% | |
| LSCC | D | 0.01% | 0.33% | 0.01% | |
| MANH | D | 0.54% | 0.82% | 0.54% | |
| MEDP | D | 0.45% | 0.37% | 0.37% | |
| MKTX | D | 0.19% | 0.47% | 0.19% | |
| MSA | F | 0.07% | 0.3% | 0.07% | |
| NBIX | C | 0.44% | 0.59% | 0.44% | |
| NTNX | B | 0.33% | 0.83% | 0.33% | |
| NVT | B | 0.41% | 0.58% | 0.41% | |
| NWS | A | 0.11% | 0.11% | 0.11% | |
| NWSA | A | 0.18% | 0.53% | 0.18% | |
| NYT | D | 0.45% | 0.39% | 0.39% | |
| OC | A | 0.23% | 0.81% | 0.23% | |
| PCTY | C | 0.21% | 0.43% | 0.21% | |
| POST | C | 0.02% | 0.25% | 0.02% | |
| QGEN | D | 0.02% | 0.46% | 0.02% | |
| REG | A | 0.13% | 0.59% | 0.13% | |
| RGA | A | 0.28% | 0.72% | 0.28% | |
| SF | B | 0.03% | 0.54% | 0.03% | |
| SNX | D | 0.44% | 0.42% | 0.42% | |
| STAG | D | 0.01% | 0.31% | 0.01% | |
| TOL | B | 0.62% | 0.76% | 0.62% | |
| TPR | B | 0.51% | 0.63% | 0.51% | |
| TWLO | A | 0.67% | 0.76% | 0.67% | |
| UNM | A | 0.52% | 0.65% | 0.52% | |
| USFD | A | 0.16% | 0.72% | 0.16% | |
| UTHR | C | 0.35% | 0.75% | 0.35% | |
| WCC | B | 0.33% | 0.46% | 0.33% | |
| Z | A | 0.32% | 0.55% | 0.32% | |
| ZG | A | 0.26% | 0.16% | 0.16% |
FMDE Overweight 232 Positions Relative to IQSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| WMB | A | 1.12% | |
| BK | A | 0.99% | |
| SQ | A | 0.97% | |
| SPG | A | 0.96% | |
| CMI | A | 0.94% | |
| VST | A | 0.94% | |
| HWM | A | 0.89% | |
| PRU | A | 0.85% | |
| MSCI | C | 0.84% | |
| UAL | A | 0.79% | |
| RJF | A | 0.78% | |
| CVNA | B | 0.75% | |
| CAH | B | 0.74% | |
| EXPE | B | 0.73% | |
| KR | B | 0.73% | |
| STT | B | 0.72% | |
| RBLX | C | 0.72% | |
| WTW | B | 0.72% | |
| ROST | D | 0.71% | |
| VEEV | C | 0.71% | |
| TOST | B | 0.69% | |
| ZM | C | 0.67% | |
| AXON | A | 0.67% | |
| PPG | F | 0.66% | |
| CSGP | D | 0.66% | |
| NRG | B | 0.65% | |
| CLX | A | 0.65% | |
| NVR | D | 0.65% | |
| CCL | A | 0.65% | |
| NTAP | C | 0.64% | |
| VICI | C | 0.63% | |
| FIS | C | 0.63% | |
| EIX | B | 0.61% | |
| IDXX | F | 0.61% | |
| HUBS | A | 0.61% | |
| HPE | B | 0.61% | |
| NUE | C | 0.6% | |
| AMP | A | 0.6% | |
| INCY | C | 0.6% | |
| CCI | C | 0.6% | |
| LDOS | C | 0.6% | |
| TXT | D | 0.59% | |
| CW | C | 0.59% | |
| HUBB | B | 0.59% | |
| LNG | A | 0.59% | |
| SSNC | B | 0.59% | |
| EA | A | 0.58% | |
| ALLE | C | 0.58% | |
| DD | C | 0.58% | |
| LYFT | C | 0.57% | |
| CNC | D | 0.57% | |
| ALL | A | 0.57% | |
| DBX | B | 0.56% | |
| DKNG | B | 0.56% | |
| TRGP | A | 0.56% | |
| FTV | C | 0.54% | |
| PYPL | B | 0.54% | |
| CNP | A | 0.52% | |
| CTAS | B | 0.52% | |
| GRMN | B | 0.52% | |
| COR | B | 0.51% | |
| GILD | C | 0.51% | |
| MPWR | F | 0.51% | |
| QRVO | F | 0.5% | |
| MSI | B | 0.5% | |
| CACI | D | 0.49% | |
| ECL | D | 0.49% | |
| CCK | D | 0.48% | |
| TDC | D | 0.48% | |
| TT | A | 0.48% | |
| STLD | B | 0.47% | |
| BWXT | B | 0.47% | |
| BERY | C | 0.46% | |
| PSA | C | 0.46% | |
| HLT | A | 0.45% | |
| SWKS | F | 0.45% | |
| PEGA | B | 0.45% | |
| NDAQ | A | 0.44% | |
| LNW | F | 0.44% | |
| WAB | B | 0.43% | |
| PLTR | B | 0.43% | |
| VMC | B | 0.42% | |
| GWW | B | 0.42% | |
| CL | D | 0.42% | |
| EVRG | A | 0.41% | |
| HIG | B | 0.4% | |
| AME | A | 0.4% | |
| SOLV | D | 0.39% | |
| CPNG | D | 0.39% | |
| EEFT | B | 0.38% | |
| PCAR | B | 0.38% | |
| IGT | F | 0.38% | |
| ALSN | B | 0.37% | |
| DHI | F | 0.37% | |
| VMI | B | 0.37% | |
| KLAC | F | 0.36% | |
| PCG | A | 0.36% | |
| SYF | B | 0.36% | |
| HXL | F | 0.35% | |
| LPX | B | 0.35% | |
| ZION | B | 0.34% | |
| RNG | C | 0.34% | |
| SEE | C | 0.34% | |
| DUOL | A | 0.33% | |
| IQV | F | 0.33% | |
| GIS | D | 0.33% | |
| WU | F | 0.33% | |
| UHS | D | 0.32% | |
| EBAY | D | 0.32% | |
| COIN | C | 0.31% | |
| CPAY | A | 0.31% | |
| DVN | F | 0.31% | |
| RS | B | 0.3% | |
| APP | B | 0.3% | |
| LEN | D | 0.29% | |
| GDDY | A | 0.29% | |
| EQR | C | 0.29% | |
| MGM | D | 0.28% | |
| XEL | A | 0.28% | |
| MTDR | B | 0.28% | |
| GLPI | C | 0.27% | |
| IFF | D | 0.27% | |
| BAH | F | 0.27% | |
| CBOE | C | 0.27% | |
| DXCM | C | 0.27% | |
| A | D | 0.27% | |
| ELAN | D | 0.27% | |
| FANG | C | 0.26% | |
| BMY | B | 0.26% | |
| ZBRA | B | 0.25% | |
| PLTK | B | 0.25% | |
| BILL | A | 0.25% | |
| BRO | B | 0.25% | |
| CDW | F | 0.25% | |
| LHX | C | 0.24% | |
| SEIC | B | 0.24% | |
| CFG | B | 0.23% | |
| GTES | A | 0.23% | |
| TW | A | 0.22% | |
| MTB | A | 0.22% | |
| HES | B | 0.22% | |
| SBAC | D | 0.22% | |
| KMB | C | 0.22% | |
| FLS | B | 0.21% | |
| DFS | B | 0.21% | |
| HII | F | 0.21% | |
| ADTN | A | 0.2% | |
| GPN | B | 0.2% | |
| BLDR | D | 0.2% | |
| RCL | A | 0.18% | |
| NOC | D | 0.18% | |
| MKL | A | 0.16% | |
| DASH | B | 0.16% | |
| WWD | C | 0.16% | |
| SAM | C | 0.15% | |
| DOC | C | 0.15% | |
| KD | B | 0.15% | |
| TPL | A | 0.14% | |
| KMI | A | 0.14% | |
| CINF | A | 0.13% | |
| ATI | C | 0.13% | |
| ANSS | B | 0.13% | |
| CHDN | B | 0.12% | |
| AES | F | 0.12% | |
| WSM | C | 0.11% | |
| CBSH | B | 0.11% | |
| MORN | B | 0.11% | |
| IBKR | A | 0.11% | |
| GEHC | D | 0.11% | |
| EXC | C | 0.11% | |
| SYY | D | 0.11% | |
| ROP | B | 0.1% | |
| CTRE | C | 0.1% | |
| LUV | C | 0.1% | |
| AWK | C | 0.1% | |
| VLTO | C | 0.1% | |
| CTRA | B | 0.1% | |
| ACGL | C | 0.09% | |
| ES | C | 0.09% | |
| LPLA | A | 0.09% | |
| LEG | F | 0.08% | |
| XRAY | F | 0.08% | |
| MCHP | F | 0.08% | |
| WBD | B | 0.08% | |
| VSTS | C | 0.07% | |
| JHG | B | 0.07% | |
| CWEN | C | 0.07% | |
| ADM | D | 0.07% | |
| AMT | C | 0.06% | |
| CI | D | 0.06% | |
| DTE | C | 0.06% | |
| WDAY | B | 0.06% | |
| EG | C | 0.06% | |
| VIRT | A | 0.06% | |
| TNL | A | 0.06% | |
| HUM | C | 0.06% | |
| L | A | 0.06% | |
| NSC | B | 0.06% | |
| CSL | C | 0.05% | |
| WEN | D | 0.05% | |
| EGP | D | 0.05% | |
| PHM | D | 0.05% | |
| TXG | F | 0.05% | |
| DAL | B | 0.05% | |
| NTRA | A | 0.05% | |
| OGE | A | 0.04% | |
| BBWI | C | 0.04% | |
| DGX | A | 0.04% | |
| BIIB | F | 0.04% | |
| CWEN | C | 0.04% | |
| ULTA | F | 0.04% | |
| U | C | 0.04% | |
| K | A | 0.04% | |
| CF | A | 0.03% | |
| BBY | D | 0.03% | |
| EPR | C | 0.03% | |
| REYN | D | 0.03% | |
| AKAM | D | 0.03% | |
| TXRH | B | 0.03% | |
| BMRN | F | 0.03% | |
| CNM | D | 0.03% | |
| CBRE | B | 0.03% | |
| AFL | B | 0.02% | |
| AJG | A | 0.02% | |
| OVV | B | 0.02% | |
| ED | C | 0.02% | |
| HAL | C | 0.02% | |
| MRO | B | 0.02% | |
| OKE | A | 0.01% | |
| HPQ | B | 0.01% | |
| SWK | D | 0.01% | |
| HOOD | B | 0.01% |
FMDE Underweight 154 Positions Relative to IQSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| PKG | A | -1.0% | |
| YUMC | C | -0.86% | |
| PNR | A | -0.84% | |
| RPM | A | -0.83% | |
| MAS | D | -0.82% | |
| XPO | B | -0.81% | |
| GEN | B | -0.79% | |
| KIM | A | -0.78% | |
| FLEX | B | -0.72% | |
| GWRE | A | -0.72% | |
| GGG | B | -0.71% | |
| SAIA | B | -0.69% | |
| EWBC | A | -0.69% | |
| DT | D | -0.68% | |
| SFM | A | -0.68% | |
| POOL | C | -0.66% | |
| EPAM | B | -0.66% | |
| UDR | B | -0.65% | |
| RNR | C | -0.64% | |
| CHRW | B | -0.62% | |
| CPT | B | -0.61% | |
| ELS | C | -0.61% | |
| JLL | D | -0.6% | |
| JKHY | D | -0.6% | |
| HST | C | -0.59% | |
| KMX | B | -0.59% | |
| JNPR | D | -0.58% | |
| ALB | B | -0.57% | |
| WPC | C | -0.57% | |
| PAYC | B | -0.56% | |
| RRX | B | -0.55% | |
| SJM | D | -0.55% | |
| DAY | B | -0.55% | |
| BJ | A | -0.55% | |
| LW | C | -0.55% | |
| CG | B | -0.54% | |
| NCLH | B | -0.54% | |
| TECH | F | -0.54% | |
| INSM | C | -0.54% | |
| ATR | B | -0.54% | |
| IPG | D | -0.53% | |
| TTEK | F | -0.52% | |
| CTLT | C | -0.51% | |
| FND | D | -0.51% | |
| CUBE | C | -0.51% | |
| PRI | B | -0.5% | |
| WTRG | B | -0.5% | |
| CRL | D | -0.48% | |
| EHC | B | -0.48% | |
| LAD | A | -0.48% | |
| OHI | C | -0.47% | |
| ALLY | C | -0.47% | |
| LKQ | F | -0.47% | |
| WAL | B | -0.47% | |
| SRPT | F | -0.46% | |
| ARMK | B | -0.46% | |
| PCVX | D | -0.46% | |
| GLOB | B | -0.46% | |
| DTM | A | -0.46% | |
| EXAS | D | -0.45% | |
| ORI | A | -0.45% | |
| BRBR | A | -0.45% | |
| FBIN | D | -0.45% | |
| FN | C | -0.44% | |
| ROKU | D | -0.44% | |
| TFX | F | -0.43% | |
| REXR | F | -0.43% | |
| WMS | F | -0.42% | |
| KNX | C | -0.42% | |
| AOS | F | -0.42% | |
| RVMD | C | -0.42% | |
| RL | C | -0.41% | |
| TTC | C | -0.41% | |
| ITCI | C | -0.41% | |
| PEN | B | -0.41% | |
| GPK | C | -0.41% | |
| MTZ | B | -0.41% | |
| CHE | D | -0.4% | |
| FRT | B | -0.4% | |
| PLNT | A | -0.4% | |
| MOS | F | -0.4% | |
| DVA | C | -0.4% | |
| X | B | -0.39% | |
| HAS | D | -0.39% | |
| VOYA | B | -0.39% | |
| ONTO | F | -0.38% | |
| WH | B | -0.37% | |
| TREX | C | -0.37% | |
| HSIC | C | -0.37% | |
| RHI | C | -0.37% | |
| ADC | A | -0.36% | |
| ESTC | C | -0.36% | |
| KEX | B | -0.36% | |
| AA | A | -0.35% | |
| OLED | F | -0.35% | |
| RIVN | F | -0.35% | |
| APG | B | -0.35% | |
| G | B | -0.35% | |
| MHK | D | -0.35% | |
| RGEN | D | -0.35% | |
| GNTX | C | -0.34% | |
| WEX | D | -0.34% | |
| GTLS | A | -0.34% | |
| ALV | C | -0.34% | |
| BPOP | C | -0.33% | |
| BEN | C | -0.33% | |
| H | B | -0.33% | |
| CMC | B | -0.33% | |
| AGNC | C | -0.33% | |
| RYAN | A | -0.33% | |
| CGNX | D | -0.33% | |
| MKSI | C | -0.33% | |
| DINO | D | -0.32% | |
| AZEK | A | -0.32% | |
| LSTR | D | -0.32% | |
| PARA | C | -0.32% | |
| FCN | F | -0.32% | |
| HLNE | B | -0.32% | |
| HALO | F | -0.32% | |
| FAF | A | -0.31% | |
| CFLT | B | -0.31% | |
| DAR | C | -0.31% | |
| MTN | C | -0.31% | |
| WBA | F | -0.3% | |
| ESI | B | -0.3% | |
| NOV | C | -0.3% | |
| LFUS | D | -0.29% | |
| PVH | C | -0.28% | |
| AGCO | D | -0.28% | |
| SUM | B | -0.28% | |
| STWD | C | -0.28% | |
| CHX | C | -0.28% | |
| WFRD | D | -0.28% | |
| CROX | D | -0.28% | |
| SIGI | C | -0.28% | |
| ETSY | D | -0.28% | |
| BPMC | B | -0.28% | |
| VKTX | F | -0.27% | |
| ALTR | B | -0.27% | |
| WTS | B | -0.27% | |
| CLF | F | -0.26% | |
| LEA | F | -0.26% | |
| PATH | C | -0.26% | |
| TKR | D | -0.23% | |
| FIVE | F | -0.23% | |
| ST | F | -0.23% | |
| IBP | D | -0.23% | |
| DLB | B | -0.21% | |
| AN | C | -0.21% | |
| ACHC | F | -0.17% | |
| COTY | F | -0.13% | |
| CACC | D | -0.13% | |
| LEVI | F | -0.08% | |
| LCID | F | -0.08% |
FMDE: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Utilities - Regulated Electric
Business Services
Capital Markets
Diagnostics & Research
Aerospace & Defense
Oil & Gas E&P
Software - Infrastructure
Biotechnology
Semiconductors
Specialty Retail
Asset Management
Banks - Regional - US
Building Materials
Insurance - Property & Casualty
Oil & Gas Midstream
Residential Construction
Apparel Stores
Communication Equipment
IQSM: Top Represented Industries & Keywords
Industries:
Biotechnology
Software - Application
Diversified Industrials
Building Materials
Engineering & Construction
Software - Infrastructure
Business Services
Packaged Foods
REIT - Residential
REIT - Retail
Asset Management
Auto Parts
Diagnostics & Research
Leisure
Medical Care
Oil & Gas Equipment & Services
REIT - Industrial
Specialty Chemicals
Specialty Retail
Apparel Manufacturing
Compare ETFs
