FSBD vs. TOTL ETF Comparison
Comparison of Fidelity Sustainable Core Plus Bond ETF (FSBD) to SPDR DoubleLine Total Return Tactical ETF (TOTL)
FSBD
Fidelity Sustainable Core Plus Bond ETF
FSBD Description
FSBD is a core bond fund that utilizes a combination of traditional credit analysis and ESG screening. The fund actively selects global fixed income securities of varying maturities and credit qualities, with up to 20% of its net assets allocated to high-yield bonds. Using a data-driven framework, each eligible bonds ESG trait is assessed based on three main factors: 1) the sustainability practices of the securitys issuer, 2) ESG factors related to the securitys underlying pool of assets, and 3) any third-party designation as a green, sustainable or sustainability-linked bond. An exclusionary screen is also applied to remove issuers engaged in controversial industries. In addition, the issuers alignment with the United Nations Sustainable Development Goals is also considered. Constituents are further screened based on credit quality, currency, economic risks, security-specific features, current and potential future valuation, as well as trading opportunities.
Grade (RS Rating)
Last Trade
$47.81
Average Daily Volume
1,368
2
TOTL
SPDR DoubleLine Total Return Tactical ETF
TOTL Description
The investment seeks to maximize total return. Under normal circumstances, the fund invests substantially all of its assets in the State Street DoubleLine Total Return Tactical Portfolio (the "Portfolio"), a separate series of the SSgA Master Trust with an identical investment objective as the fund. As a result, it invests indirectly through the Portfolio. Under normal circumstances, DoubleLine Capital LP (the "Sub-Adviser" or "DoubleLine") will invest at least 80% of the Portfolio's net assets in a portfolio of fixed income securities of any credit quality. The fund is non-diversified.Grade (RS Rating)
Last Trade
$40.89
Average Daily Volume
354,291
225
Performance
Period | FSBD | TOTL |
---|---|---|
30 Days | 0.01% | -0.42% |
60 Days | 0.83% | 0.16% |
90 Days | 3.67% | 3.93% |
12 Months | 12.19% | 11.97% |
1 Overlapping Holdings
Symbol | Grade | Weight in FSBD | Weight in TOTL | Overlap | |
---|---|---|---|---|---|
CNC | F | 0.01% | 0.01% | 0.01% |
FSBD Overweight 1 Positions Relative to TOTL
Symbol | Grade | Weight | |
---|---|---|---|
COHR | B | 0.01% |
FSBD Underweight 224 Positions Relative to TOTL
Symbol | Grade | Weight | |
---|---|---|---|
FNA | F | -0.4% | |
LMAT | A | -0.28% | |
RY | C | -0.17% | |
MS | A | -0.12% | |
TMO | D | -0.12% | |
GS | B | -0.12% | |
C | B | -0.12% | |
GOOD | A | -0.11% | |
BXP | B | -0.1% | |
VZ | C | -0.1% | |
ACR | C | -0.1% | |
JPM | C | -0.1% | |
DUK | C | -0.09% | |
TXT | F | -0.09% | |
ARE | D | -0.08% | |
GTE | F | -0.08% | |
EXPE | B | -0.08% | |
RPRX | D | -0.07% | |
UPST | C | -0.07% | |
OMC | C | -0.06% | |
PWR | A | -0.06% | |
ARW | C | -0.06% | |
AL | D | -0.06% | |
DFS | A | -0.06% | |
CCI | D | -0.06% | |
NEE | C | -0.06% | |
AMGN | D | -0.06% | |
ORCL | A | -0.06% | |
CI | D | -0.06% | |
CSX | D | -0.06% | |
SO | A | -0.06% | |
BA | F | -0.06% | |
MUFG | D | -0.06% | |
VNT | F | -0.06% | |
WELL | C | -0.06% | |
CMCSA | B | -0.06% | |
WFC | B | -0.06% | |
DLTR | F | -0.06% | |
SLG | C | -0.06% | |
BG | F | -0.06% | |
MAR | A | -0.06% | |
BERY | C | -0.06% | |
AVGO | B | -0.06% | |
WRK | C | -0.06% | |
DG | F | -0.06% | |
DELL | C | -0.06% | |
ABBV | C | -0.06% | |
EPD | A | -0.06% | |
WTRG | D | -0.06% | |
FR | D | -0.06% | |
HD | A | -0.05% | |
S | C | -0.05% | |
GP | D | -0.05% | |
WMB | A | -0.04% | |
VLO | F | -0.04% | |
AEP | C | -0.04% | |
XOM | A | -0.04% | |
CHT | C | -0.04% | |
BRO | A | -0.04% | |
FE | C | -0.03% | |
SEM | D | -0.03% | |
GM | D | -0.03% | |
USAC | D | -0.03% | |
CARR | A | -0.03% | |
HCA | C | -0.03% | |
DD | C | -0.03% | |
NTAP | D | -0.03% | |
SYY | D | -0.03% | |
VOYA | A | -0.03% | |
FDX | F | -0.03% | |
GFF | C | -0.03% | |
HAL | D | -0.03% | |
MPLX | B | -0.03% | |
ET | A | -0.03% | |
GE | B | -0.03% | |
BCC | C | -0.03% | |
VSAT | F | -0.02% | |
PPC | C | -0.02% | |
EQT | C | -0.02% | |
GOGO | F | -0.02% | |
PFSI | C | -0.02% | |
KAR | F | -0.02% | |
MATV | F | -0.02% | |
FTAI | A | -0.02% | |
CRI | D | -0.02% | |
SXC | F | -0.02% | |
SAH | D | -0.02% | |
OVV | D | -0.02% | |
NRG | A | -0.02% | |
VTRS | D | -0.02% | |
DNB | D | -0.02% | |
RDNT | C | -0.02% | |
SLGN | B | -0.02% | |
WOOF | B | -0.02% | |
BYD | B | -0.02% | |
OGN | F | -0.02% | |
BALY | B | -0.02% | |
JELD | D | -0.02% | |
VNO | B | -0.02% | |
AXL | F | -0.02% | |
BHF | D | -0.02% | |
PCG | C | -0.02% | |
KHC | F | -0.02% | |
MSC | B | -0.02% | |
T | B | -0.02% | |
CLH | B | -0.01% | |
TSQ | F | -0.01% | |
BTU | B | -0.01% | |
CVNA | A | -0.01% | |
BECN | D | -0.01% | |
VVI | B | -0.01% | |
FLL | F | -0.01% | |
SKIL | C | -0.01% | |
STX | C | -0.01% | |
PLYA | D | -0.01% | |
EAF | C | -0.01% | |
BIDU | C | -0.01% | |
GPI | C | -0.01% | |
CNX | A | -0.01% | |
DAL | C | -0.01% | |
RH | C | -0.01% | |
SLCA | B | -0.01% | |
BGS | D | -0.01% | |
WFRD | F | -0.01% | |
UAN | F | -0.01% | |
IRM | B | -0.01% | |
SBGI | A | -0.01% | |
MODV | F | -0.01% | |
TGI | F | -0.01% | |
NAVI | D | -0.01% | |
PK | D | -0.01% | |
MUSA | D | -0.01% | |
NBR | D | -0.01% | |
AM | A | -0.01% | |
DVA | C | -0.01% | |
NXST | D | -0.01% | |
INFA | D | -0.01% | |
ATKR | F | -0.01% | |
GDEN | D | -0.01% | |
UNIT | B | -0.01% | |
SPH | D | -0.01% | |
AR | C | -0.01% | |
CTLT | A | -0.01% | |
MHO | C | -0.01% | |
VNOM | A | -0.01% | |
APA | F | -0.01% | |
CCS | C | -0.01% | |
WMS | D | -0.01% | |
WH | C | -0.01% | |
SPB | C | -0.01% | |
LUMN | C | -0.01% | |
EBS | D | -0.01% | |
YUM | C | -0.01% | |
CNSL | A | -0.01% | |
GPOR | B | -0.01% | |
COTY | F | -0.01% | |
BLDR | C | -0.01% | |
NEXA | B | -0.01% | |
GLT | C | -0.01% | |
GT | F | -0.01% | |
WES | B | -0.01% | |
SWN | D | -0.01% | |
XHR | A | -0.01% | |
CHK | C | -0.01% | |
FUN | F | -0.01% | |
SSP | F | -0.01% | |
IBP | C | -0.01% | |
SMG | C | -0.01% | |
NFLX | A | -0.01% | |
CYH | C | -0.01% | |
PFGC | A | -0.01% | |
APG | F | -0.01% | |
MGM | D | -0.01% | |
UNFI | C | -0.01% | |
SIRI | C | -0.01% | |
UBER | C | -0.01% | |
NCLH | C | -0.01% | |
JAZZ | F | -0.01% | |
AES | C | -0.01% | |
PENN | D | -0.01% | |
VSCO | C | -0.01% | |
NGL | D | -0.01% | |
THC | D | -0.01% | |
IEP | F | -0.01% | |
OXY | D | -0.01% | |
LYV | A | -0.01% | |
STZ | D | -0.01% | |
BNS | C | -0.01% | |
COMM | C | -0.01% | |
CHTR | D | -0.01% | |
BAC | B | -0.01% | |
TMUS | A | -0.01% | |
KSA | D | -0.01% | |
TRTX | D | -0.01% | |
F | D | -0.01% | |
BX | C | -0.01% | |
GNR | B | -0.01% | |
HLT | A | -0.0% | |
CMCO | D | -0.0% | |
VICI | C | -0.0% | |
TROX | D | -0.0% | |
WD | C | -0.0% | |
UCTT | D | -0.0% | |
ICLR | F | -0.0% | |
EXC | C | -0.0% | |
CCO | C | -0.0% | |
IHRT | C | -0.0% | |
SUN | D | -0.0% | |
DAN | D | -0.0% | |
URI | C | -0.0% | |
OMF | D | -0.0% | |
FYBR | C | -0.0% | |
CZR | B | -0.0% | |
EHC | C | -0.0% | |
EVRI | A | -0.0% | |
OPCH | F | -0.0% | |
POST | C | -0.0% | |
UAL | A | -0.0% | |
CCL | C | -0.0% | |
RIG | F | -0.0% | |
AAL | D | -0.0% | |
TDG | A | -0.0% | |
HESM | C | -0.0% | |
FN | B | -0.0% |
FSBD: Top Represented Industries & Keywords
TOTL: Top Represented Industries & Keywords