LCF vs. FBUF ETF Comparison
Comparison of Touchstone US Large Cap Focused ETF (LCF) to Fidelity Dynamic Buffered Equity ETF (FBUF)
LCF
Touchstone US Large Cap Focused ETF
LCF Description
Touchstone US Large Cap Focused ETF is an exchange traded fund launched and managed by Touchstone Advisors Inc. It is co-managed by Fort Washington Investment Advisors, Inc. 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 value stocks of large-cap companies. Touchstone US Large Cap Focused ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$36.92
Average Daily Volume
421
Number of Holdings
*
46
* may have additional holdings in another (foreign) market
FBUF
Fidelity Dynamic Buffered Equity ETF
FBUF Description
FBUF seeks capital appreciation by investing in a large-cap equity portfolio of US and foreign stocks while utilizing a defensive options collar strategy. The fund aims to outperform the S&P 500 by picking stocks using a computer-aided, quantitative analysis of historical valuation, growth, and profitability, among other factors. The proprietary process seeks to find the optimal portfolio holdings, overweight stocks with positive characteristics, and manage benchmark relative risks. For the options strategy, the fund typically buys out-of-the-money put options on the S&P 500 Index and simultaneously sells out-of-the-money S&P 500 Index call options. Premium earned from writing calls is intended to offset the cost of buying puts, but this essentially caps the upside returns of the equity portfolio. For a continuous downside hedge, the adviser selects put options through a laddered approach that rolls monthly. The adviser diversifies the written call positions, which are rolled weekly, with different strike prices and expiration dates.Grade (RS Rating)
Last Trade
$27.53
Average Daily Volume
5,177
Number of Holdings
*
155
* may have additional holdings in another (foreign) market
Performance
| Period | LCF | FBUF |
|---|---|---|
| 30 Days | 1.99% | 3.10% |
| 60 Days | 4.12% | 4.70% |
| 90 Days | 5.86% | 6.08% |
| 12 Months | 25.66% |
25 Overlapping Holdings
| Symbol | Grade | Weight in LCF | Weight in FBUF | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 7.17% | 7.34% | 7.17% | |
| AMAT | F | 0.74% | 0.67% | 0.67% | |
| AMZN | C | 5.34% | 3.84% | 3.84% | |
| BAC | A | 2.42% | 1.18% | 1.18% | |
| BDX | F | 1.9% | 0.58% | 0.58% | |
| BMY | B | 1.21% | 0.74% | 0.74% | |
| BRK.A | B | 3.19% | 2.2% | 2.2% | |
| CMCSA | B | 1.21% | 0.84% | 0.84% | |
| CRM | B | 2.54% | 1.16% | 1.16% | |
| DIS | B | 0.69% | 0.65% | 0.65% | |
| GOOG | C | 5.52% | 1.89% | 1.89% | |
| JNJ | D | 2.03% | 0.73% | 0.73% | |
| META | D | 6.03% | 2.89% | 2.89% | |
| MSFT | F | 8.43% | 5.66% | 5.66% | |
| NFLX | A | 1.24% | 1.28% | 1.24% | |
| NVDA | C | 4.58% | 7.37% | 4.58% | |
| ORCL | B | 2.98% | 0.04% | 0.04% | |
| PM | B | 2.03% | 0.94% | 0.94% | |
| PYPL | B | 0.76% | 0.72% | 0.72% | |
| RTX | C | 1.58% | 0.28% | 0.28% | |
| SCHW | B | 1.82% | 0.79% | 0.79% | |
| SSNC | B | 1.14% | 0.18% | 0.18% | |
| UNH | C | 2.87% | 0.57% | 0.57% | |
| V | A | 2.3% | 0.65% | 0.65% | |
| XOM | B | 1.92% | 1.56% | 1.56% |
LCF Overweight 21 Positions Relative to FBUF
LCF Underweight 130 Positions Relative to FBUF
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | C | -2.04% | |
| JPM | A | -1.93% | |
| AVGO | D | -1.62% | |
| MA | C | -1.36% | |
| HD | A | -1.32% | |
| TSLA | B | -1.27% | |
| MRK | F | -0.96% | |
| ADBE | C | -0.94% | |
| ABBV | D | -0.91% | |
| QCOM | F | -0.85% | |
| WMT | A | -0.82% | |
| NEE | D | -0.82% | |
| CSCO | B | -0.8% | |
| PG | A | -0.8% | |
| LLY | F | -0.76% | |
| UNP | C | -0.75% | |
| GILD | C | -0.74% | |
| TJX | A | -0.72% | |
| C | A | -0.72% | |
| T | A | -0.71% | |
| LMT | D | -0.71% | |
| TT | A | -0.68% | |
| PGR | A | -0.67% | |
| CTAS | B | -0.65% | |
| ECL | D | -0.63% | |
| CI | F | -0.63% | |
| ABT | B | -0.63% | |
| KLAC | D | -0.61% | |
| SQ | B | -0.6% | |
| NOC | D | -0.6% | |
| CL | D | -0.55% | |
| SEIC | B | -0.54% | |
| MMC | B | -0.53% | |
| ZM | B | -0.53% | |
| CAT | B | -0.53% | |
| DBX | B | -0.52% | |
| ZBRA | B | -0.52% | |
| CVNA | B | -0.52% | |
| DVN | F | -0.52% | |
| MU | D | -0.5% | |
| NOW | A | -0.5% | |
| TXT | D | -0.5% | |
| CSX | B | -0.49% | |
| GE | D | -0.48% | |
| EOG | A | -0.48% | |
| CMG | B | -0.47% | |
| IGT | F | -0.46% | |
| CME | A | -0.44% | |
| SPG | B | -0.44% | |
| GRMN | B | -0.44% | |
| MSI | B | -0.43% | |
| AXP | A | -0.43% | |
| EXEL | B | -0.43% | |
| WM | A | -0.41% | |
| PFE | D | -0.41% | |
| TMO | F | -0.38% | |
| HWM | A | -0.38% | |
| ALLE | D | -0.38% | |
| PCAR | B | -0.37% | |
| NUE | C | -0.36% | |
| ANF | C | -0.35% | |
| TDC | D | -0.35% | |
| ALRM | C | -0.34% | |
| PPG | F | -0.34% | |
| INCY | C | -0.34% | |
| F | C | -0.33% | |
| LDOS | C | -0.31% | |
| SKYW | B | -0.31% | |
| CAH | B | -0.31% | |
| COST | B | -0.3% | |
| TMUS | B | -0.28% | |
| MEDP | D | -0.28% | |
| TROW | B | -0.28% | |
| WFC | A | -0.28% | |
| TRV | B | -0.26% | |
| ADP | B | -0.26% | |
| MSCI | C | -0.26% | |
| AMGN | D | -0.25% | |
| UBER | D | -0.24% | |
| SYK | C | -0.24% | |
| LRCX | F | -0.24% | |
| CVS | D | -0.23% | |
| RSG | A | -0.23% | |
| MGM | D | -0.23% | |
| AMT | D | -0.21% | |
| LHX | C | -0.21% | |
| SPGI | C | -0.21% | |
| GAP | C | -0.21% | |
| BIIB | F | -0.21% | |
| FTNT | C | -0.2% | |
| PEP | F | -0.19% | |
| MMM | D | -0.19% | |
| TPH | D | -0.18% | |
| CACI | D | -0.17% | |
| PSA | D | -0.17% | |
| LNW | D | -0.16% | |
| BBWI | D | -0.16% | |
| OXY | D | -0.15% | |
| IDXX | F | -0.15% | |
| VST | B | -0.14% | |
| CLX | B | -0.14% | |
| ITW | B | -0.14% | |
| GL | B | -0.13% | |
| GEN | B | -0.13% | |
| KR | B | -0.12% | |
| BK | A | -0.12% | |
| INTU | C | -0.12% | |
| AON | A | -0.12% | |
| NSC | B | -0.11% | |
| DASH | A | -0.11% | |
| LPLA | A | -0.11% | |
| UNM | A | -0.1% | |
| ED | D | -0.1% | |
| AME | A | -0.09% | |
| TWLO | A | -0.09% | |
| NRG | B | -0.09% | |
| DOCU | A | -0.09% | |
| LYFT | C | -0.08% | |
| CINF | A | -0.07% | |
| PLTK | B | -0.07% | |
| CRUS | D | -0.07% | |
| QRVO | F | -0.06% | |
| NBIX | C | -0.06% | |
| ANET | C | -0.06% | |
| VEEV | C | -0.04% | |
| TNL | A | -0.04% | |
| UTHR | C | -0.04% | |
| TOL | B | -0.02% | |
| CVX | A | -0.02% | |
| PEGA | A | -0.02% |
LCF: Top Represented Industries & Keywords
Industries:
Software - Infrastructure
Aerospace & Defense
Capital Markets
Credit Services
Drug Manufacturers - Major
Internet Content & Information
Media - Diversified
Semiconductors
Software - Application
Airlines
Banks - Global
Beverages - Soft Drinks
Biotechnology
Chemicals
Consumer Electronics
Electronic Components
Farm & Construction Equipment
Health Care Plans
Insurance - Diversified
Insurance - Property & Casualty
FBUF: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Semiconductors
Aerospace & Defense
Apparel Stores
Banks - Global
Biotechnology
Capital Markets
Credit Services
Diversified Industrials
Software - Infrastructure
Telecom Services
Asset Management
Communication Equipment
Diagnostics & Research
Health Care Plans
Household & Personal Products
Insurance - Property & Casualty
Internet Content & Information
Oil & Gas E&P
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