IWB vs. FDMO ETF Comparison

Comparison of iShares Russell 1000 ETF (IWB) to Fidelity Momentum Factor ETF (FDMO)
IWB

iShares Russell 1000 ETF

IWB Description

The investment seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities. 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 Russell 1000® Index (the "underlying index"), which measures the performance of large- and mid-capitalization sectors of the U.S. equity market.

Grade (RS Rating)

Last Trade

$307.82

Average Daily Volume

779,859

Number of Holdings *

10

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

Fidelity Momentum Factor ETF

FDMO Description The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity U.S. Momentum Factor Index. Normally investing at least 80% of assets in securities included in the Fidelity U.S. Momentum Factor Index, which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies that exhibit positive momentum signals.

Grade (RS Rating)

Last Trade

$64.57

Average Daily Volume

39,693

Number of Holdings *

123

* may have additional holdings in another (foreign) market
Performance
Period IWB FDMO
30 Days 0.48% 0.23%
60 Days 2.42% 1.97%
90 Days 3.40% 0.97%
12 Months 27.68% 34.27%
8 Overlapping Holdings
Symbol Grade Weight in IWB Weight in FDMO Overlap
AMZN C 3.19% 3.7% 3.19%
AVGO C 1.42% 2.7% 1.42%
BRK.A C 1.68% 1.99% 1.68%
GOOGL D 1.85% 3.45% 1.85%
LLY C 1.57% 2.16% 1.57%
META A 2.2% 2.43% 2.2%
MSFT C 5.97% 7.28% 5.97%
NVDA D 5.46% 6.83% 5.46%
IWB Overweight 2 Positions Relative to FDMO
Symbol Grade Weight
AAPL D 6.41%
GOOG D 1.56%
IWB Underweight 115 Positions Relative to FDMO
Symbol Grade Weight
APP B -1.75%
JPM D -1.54%
CRWD F -1.44%
AMAT D -1.4%
ANET B -1.39%
ABBV C -1.35%
KLAC D -1.33%
V B -1.33%
APH D -1.32%
GDDY C -1.27%
DELL D -1.26%
MRK D -1.25%
MU F -1.22%
HD B -1.18%
XOM D -1.16%
ISRG C -1.07%
COST C -1.04%
PG C -1.03%
AMGN B -1.01%
BSX B -0.99%
ELV C -0.95%
REGN C -0.95%
BAC D -0.93%
WMT B -0.93%
NTRA B -0.86%
SMCI F -0.82%
NFLX B -0.82%
PGR A -0.8%
THC B -0.78%
KO B -0.77%
WFC D -0.75%
GE B -0.75%
AXP B -0.73%
BKNG B -0.72%
TJX C -0.72%
UBER C -0.72%
GS D -0.71%
CAT C -0.7%
MCK F -0.69%
CB B -0.68%
RTX C -0.67%
PM C -0.62%
C D -0.61%
ETN C -0.61%
VZ B -0.6%
KKR B -0.6%
CMG C -0.6%
ALL A -0.56%
HLT B -0.56%
LIN B -0.56%
TT B -0.55%
TDG B -0.54%
T B -0.54%
CTAS C -0.53%
HIG A -0.52%
GD B -0.51%
WM D -0.51%
DECK C -0.5%
HOOD C -0.5%
NEE B -0.5%
VRT C -0.48%
WING B -0.48%
WSM C -0.47%
RSG D -0.46%
WAB A -0.45%
ANF D -0.45%
CVNA B -0.45%
JXN B -0.44%
TMUS C -0.44%
EME B -0.43%
LDOS C -0.43%
CSL C -0.41%
CL C -0.41%
FIX B -0.41%
COIN F -0.39%
OKE B -0.35%
WMB B -0.34%
AMT C -0.34%
SO B -0.34%
DUK C -0.33%
MPC D -0.32%
TRGP B -0.31%
SHW B -0.3%
PSX D -0.3%
CEG C -0.29%
EQIX B -0.29%
WELL B -0.29%
FRPT B -0.28%
SFM B -0.26%
PSA B -0.26%
CASY D -0.26%
AEP B -0.26%
ECL B -0.25%
FANG D -0.25%
SPG B -0.24%
FCX D -0.24%
PEG B -0.24%
VST C -0.23%
DLR B -0.23%
FTI D -0.21%
EXR B -0.21%
WFRD F -0.2%
IRM B -0.2%
AVB B -0.2%
NRG C -0.2%
ESS B -0.18%
IFF B -0.18%
PKG B -0.17%
MLM D -0.17%
ELF F -0.17%
LAMR A -0.16%
AVY D -0.16%
CRS B -0.14%
SLG B -0.14%
STLD D -0.14%
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