NWLG vs. FDTX ETF Comparison
Comparison of Nuveen Winslow Large-Cap Growth ESG ETF (NWLG) to Fidelity Disruptive Technology ETF (FDTX)
NWLG
Nuveen Winslow Large-Cap Growth ESG ETF
NWLG Description
The investment seeks to provide long-term capital appreciation. The fund invests primarily in exchange-traded equity securities of large-cap U.S. companies that exhibit ESG characteristics. It invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in exchange-traded equity securities of companies with large capitalizations at the time of purchase. The fund may invest up to 20% of its net assets in non-U.S. equity securities listed on a foreign exchange that trade on such exchange contemporaneously with the shares of the fund.
Grade (RS Rating)
Last Trade
$33.65
Average Daily Volume
821
42
FDTX
Fidelity Disruptive Technology ETF
FDTX Description
The fund normally invests at least 80% of assets in securities of disruptive technology companies. Fidelity's disruptive strategies seek to identify innovative developments that could signal new directions for delivering products and services to customers. Generally, these companies have or are developing new or unconventional ways of doing business that could disrupt and displace incumbents over time. The fund is non-diversified.Grade (RS Rating)
Last Trade
$35.72
Average Daily Volume
14,470
35
Performance
Period | NWLG | FDTX |
---|---|---|
30 Days | 3.69% | 7.62% |
60 Days | 5.11% | 11.21% |
90 Days | 6.29% | 9.46% |
12 Months | 36.57% | 35.97% |
13 Overlapping Holdings
Symbol | Grade | Weight in NWLG | Weight in FDTX | Overlap | |
---|---|---|---|---|---|
AAPL | C | 5.8% | 1.3% | 1.3% | |
ADBE | C | 0.81% | 3.44% | 0.81% | |
AMZN | C | 8.8% | 3.98% | 3.98% | |
GOOG | C | 2.8% | 3.77% | 2.8% | |
INTU | C | 2.1% | 2.02% | 2.02% | |
MSFT | F | 12.09% | 4.82% | 4.82% | |
NFLX | A | 2.02% | 4.57% | 2.02% | |
NVDA | C | 9.85% | 6.68% | 6.68% | |
SHOP | B | 1.44% | 4.09% | 1.44% | |
SNPS | B | 0.99% | 2.14% | 0.99% | |
SPOT | B | 2.61% | 1.08% | 1.08% | |
UBER | D | 0.5% | 0.93% | 0.5% | |
WDAY | B | 2.31% | 1.8% | 1.8% |
NWLG Overweight 29 Positions Relative to FDTX
Symbol | Grade | Weight | |
---|---|---|---|
GOOGL | C | 3.26% | |
TT | A | 2.84% | |
MA | C | 2.79% | |
AVGO | D | 2.73% | |
ISRG | A | 2.42% | |
KKR | A | 2.07% | |
ORCL | B | 2.06% | |
BKNG | A | 2.04% | |
NOW | A | 1.92% | |
MELI | D | 1.91% | |
LLY | F | 1.89% | |
GE | D | 1.85% | |
FICO | B | 1.81% | |
CMG | B | 1.6% | |
ANET | C | 1.4% | |
AMD | F | 1.28% | |
LRCX | F | 1.27% | |
SYK | C | 1.2% | |
ASML | F | 1.2% | |
ORLY | B | 1.2% | |
APH | A | 1.15% | |
FI | A | 1.14% | |
TXN | C | 1.12% | |
HLT | A | 1.04% | |
BSX | B | 0.99% | |
VMC | B | 0.96% | |
ECL | D | 0.96% | |
WCN | A | 0.9% | |
ALNY | D | 0.85% |
NWLG Underweight 22 Positions Relative to FDTX
Symbol | Grade | Weight | |
---|---|---|---|
CRM | B | -5.27% | |
TSM | B | -5.08% | |
META | D | -4.33% | |
MRVL | B | -4.25% | |
HUBS | A | -2.65% | |
PANW | C | -2.33% | |
DDOG | A | -2.22% | |
SE | B | -1.89% | |
ON | D | -1.83% | |
MNDY | C | -1.62% | |
TEAM | A | -1.55% | |
CRWD | B | -1.25% | |
MU | D | -1.15% | |
NXPI | D | -1.14% | |
ACN | C | -1.13% | |
PDD | F | -1.1% | |
TMUS | B | -1.09% | |
SQ | B | -1.07% | |
TOST | B | -1.05% | |
SNAP | C | -0.96% | |
GLBE | B | -0.7% | |
ABNB | C | -0.54% |
NWLG: Top Represented Industries & Keywords
FDTX: Top Represented Industries & Keywords