PHDG vs. FBCG ETF Comparison

Comparison of PowerShares S&P 500 Downside Hedged Portfolio (PHDG) to Fidelity Blue Chip Growth ETF (FBCG)
PHDG

PowerShares S&P 500 Downside Hedged Portfolio

PHDG Description

The PowerShares S&P 500® Downside Hedged Portfolio (the Fund) is an actively managed exchange-traded fund (ETF) that seeks to achieve positive total returns in rising or falling markets that are not directly correlated to broad equity or fixed-income market returns. The Fund seeks to achieve its investment objective by using a quantitative, rules-based strategy designed to provide returns that correspond to the performance of the S&P 500® Dynamic VEQTOR Index (the Index). The Index provides investors with broad equity market exposure with an implied volatility hedge by dynamically allocating between equity, volatility and cash. The index allows investors to receive exposure to the equity and volatility of the S&P 500 Index in a dynamic framework.

Grade (RS Rating)

Last Trade

$37.99

Average Daily Volume

12,303

Number of Holdings *

499

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

Fidelity Blue Chip Growth ETF

FBCG Description The investment seeks long-term growth of capital. Normally the fund invests at least 80% of assets in blue chip companies (companies that, in Fidelity Management & Research Company LLC's (FMR) view, are well-known, well-established and well-capitalized), which generally have large or medium market capitalizations. It invests in companies that manager believes have above-average growth potential (stocks of these companies are often called "growth" stocks). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$45.22

Average Daily Volume

429,100

Number of Holdings *

206

* may have additional holdings in another (foreign) market
Performance
Period PHDG FBCG
30 Days -1.56% 3.16%
60 Days 0.87% 7.46%
90 Days 1.07% 7.59%
12 Months 17.90% 42.83%
113 Overlapping Holdings
Symbol Grade Weight in PHDG Weight in FBCG Overlap
AAPL C 3.74% 11.67% 3.74%
ABNB D 0.06% 0.45% 0.06%
ADBE D 0.25% 0.0% 0.0%
AMAT F 0.17% 0.05% 0.05%
AMD F 0.24% 0.42% 0.24%
AMZN B 2.13% 8.54% 2.13%
ANET C 0.11% 0.11% 0.11%
APH B 0.09% 0.09% 0.09%
AVGO C 0.86% 0.82% 0.82%
AXON A 0.05% 0.05% 0.05%
AXP B 0.17% 0.37% 0.17%
BA D 0.11% 0.41% 0.11%
BKNG A 0.18% 0.04% 0.04%
BLDR D 0.02% 0.09% 0.02%
BRK.A B 0.92% 0.04% 0.04%
BSX A 0.14% 0.8% 0.14%
C B 0.14% 0.18% 0.14%
CCL A 0.03% 0.03% 0.03%
CHRW B 0.01% 0.06% 0.01%
CMG C 0.09% 0.48% 0.09%
COST A 0.44% 0.08% 0.08%
CZR F 0.01% 0.0% 0.0%
DAL A 0.04% 0.05% 0.04%
DECK A 0.03% 0.54% 0.03%
DELL B 0.04% 0.13% 0.04%
DHI D 0.05% 0.13% 0.05%
DHR D 0.17% 0.32% 0.17%
EL F 0.02% 0.03% 0.02%
ENPH F 0.01% 0.06% 0.01%
EOG A 0.08% 0.2% 0.08%
ETN B 0.16% 0.12% 0.12%
FANG D 0.04% 0.22% 0.04%
FDX B 0.07% 0.03% 0.03%
FSLR F 0.02% 0.07% 0.02%
GE D 0.21% 0.26% 0.21%
GEV A 0.1% 0.12% 0.1%
GLW B 0.04% 0.14% 0.04%
GM B 0.07% 0.0% 0.0%
GOOGL B 1.11% 6.31% 1.11%
GRMN B 0.03% 0.04% 0.03%
GS B 0.2% 0.25% 0.2%
HD A 0.43% 0.09% 0.09%
HLT A 0.07% 0.0% 0.0%
HWM A 0.05% 0.2% 0.05%
INTU B 0.21% 0.23% 0.21%
IP A 0.02% 0.03% 0.02%
ISRG A 0.21% 0.36% 0.21%
KEY B 0.02% 0.0% 0.0%
KKR A 0.11% 0.11% 0.11%
KVUE A 0.05% 0.06% 0.05%
LIN D 0.23% 0.05% 0.05%
LLY F 0.67% 3.11% 0.67%
LOW C 0.17% 1.07% 0.17%
LRCX F 0.11% 0.11% 0.11%
LULU C 0.04% 0.46% 0.04%
MA B 0.46% 1.1% 0.46%
MAR B 0.07% 0.0% 0.0%
MCD D 0.23% 0.12% 0.12%
MCK A 0.09% 0.0% 0.0%
MCO D 0.08% 0.1% 0.08%
META C 1.36% 5.72% 1.36%
MLM B 0.04% 0.06% 0.04%
MMM D 0.08% 0.03% 0.03%
MPWR F 0.03% 0.49% 0.03%
MRK F 0.27% 0.21% 0.21%
MRNA F 0.01% 0.07% 0.01%
MS A 0.18% 0.12% 0.12%
MSFT D 3.42% 8.36% 3.42%
MTB A 0.04% 0.03% 0.03%
MU D 0.12% 0.05% 0.05%
NFLX A 0.39% 2.4% 0.39%
NKE F 0.1% 0.4% 0.1%
NOW B 0.23% 0.39% 0.23%
NVDA A 3.89% 13.34% 3.89%
NXPI F 0.06% 1.49% 0.06%
ON F 0.03% 0.54% 0.03%
ORCL A 0.32% 0.24% 0.24%
OXY F 0.04% 0.0% 0.0%
PG C 0.42% 0.13% 0.13%
PGR B 0.16% 0.26% 0.16%
PHM D 0.03% 0.1% 0.03%
PM A 0.21% 0.11% 0.11%
PODD B 0.02% 0.09% 0.02%
QCOM F 0.2% 0.15% 0.15%
RCL A 0.06% 0.03% 0.03%
REGN F 0.09% 0.81% 0.09%
RL C 0.01% 0.04% 0.01%
SBUX A 0.12% 0.49% 0.12%
SHW C 0.1% 0.09% 0.09%
SNPS C 0.09% 0.06% 0.06%
SW A 0.03% 0.03% 0.03%
SYK A 0.14% 0.2% 0.14%
TDG D 0.08% 0.05% 0.05%
TER F 0.02% 0.3% 0.02%
TGT B 0.08% 0.08% 0.08%
TJX A 0.15% 0.54% 0.15%
TMO F 0.22% 0.1% 0.1%
TMUS B 0.13% 0.09% 0.09%
TPR B 0.01% 0.0% 0.0%
TSLA A 0.93% 1.03% 0.93%
TT A 0.1% 0.03% 0.03%
TTWO A 0.03% 0.03% 0.03%
UAL A 0.03% 0.05% 0.03%
UBER F 0.16% 1.19% 0.16%
UNH C 0.59% 1.16% 0.59%
USB B 0.08% 0.03% 0.03%
V A 0.56% 0.24% 0.24%
VMC B 0.04% 0.06% 0.04%
WDC F 0.02% 0.2% 0.02%
WELL A 0.08% 0.27% 0.08%
WMT A 0.4% 0.41% 0.4%
XOM B 0.58% 0.0% 0.0%
ZTS D 0.09% 0.47% 0.09%
PHDG Overweight 386 Positions Relative to FBCG
Symbol Grade Weight
GOOG B 0.92%
JPM A 0.74%
JNJ D 0.39%
CRM B 0.35%
BAC A 0.33%
ABBV F 0.32%
CVX A 0.3%
WFC A 0.27%
KO D 0.26%
CSCO B 0.25%
PEP F 0.24%
ACN C 0.24%
ABT A 0.22%
IBM C 0.21%
DIS B 0.21%
CAT C 0.2%
TXN C 0.2%
VZ C 0.19%
SPGI D 0.18%
CMCSA B 0.18%
NEE C 0.17%
RTX D 0.17%
AMGN D 0.17%
T A 0.17%
BLK B 0.16%
PFE F 0.16%
HON B 0.16%
UNP D 0.15%
PANW B 0.14%
BX A 0.14%
COP B 0.14%
BMY A 0.13%
PLTR A 0.13%
SCHW A 0.13%
FI A 0.13%
ADP B 0.13%
VRTX D 0.13%
INTC C 0.12%
CB C 0.12%
MMC D 0.12%
MDT D 0.12%
LMT D 0.12%
GILD C 0.12%
DE C 0.11%
ADI D 0.11%
PLD D 0.11%
PH B 0.1%
ICE C 0.1%
CI D 0.1%
AMT D 0.1%
ELV F 0.1%
MO A 0.1%
SO C 0.1%
UPS C 0.1%
CRWD B 0.09%
CME A 0.09%
WM B 0.09%
AON B 0.09%
MSI B 0.09%
PNC B 0.09%
CDNS B 0.09%
DUK C 0.09%
EQIX A 0.09%
KLAC F 0.09%
MDLZ F 0.09%
PYPL B 0.09%
COF B 0.08%
APD A 0.08%
CEG C 0.08%
ORLY B 0.08%
ITW B 0.08%
EMR A 0.08%
CTAS B 0.08%
CL D 0.08%
GD D 0.08%
PCAR C 0.07%
ROP C 0.07%
SLB C 0.07%
TFC A 0.07%
FCX F 0.07%
ECL D 0.07%
CARR D 0.07%
OKE A 0.07%
HCA F 0.07%
AJG B 0.07%
BDX F 0.07%
ADSK B 0.07%
WMB A 0.07%
NOC D 0.07%
CSX C 0.07%
CVS F 0.07%
ALL A 0.06%
KMI A 0.06%
PSA C 0.06%
GWW B 0.06%
MPC D 0.06%
AZO C 0.06%
PSX C 0.06%
SPG A 0.06%
DLR A 0.06%
AMP A 0.06%
AFL C 0.06%
URI B 0.06%
FICO B 0.06%
JCI B 0.06%
BK B 0.06%
SRE A 0.06%
TRV A 0.06%
NSC B 0.06%
FTNT B 0.06%
TRGP A 0.05%
ODFL B 0.05%
COR B 0.05%
RSG A 0.05%
BKR B 0.05%
F C 0.05%
PEG C 0.05%
DFS B 0.05%
KMB C 0.05%
CCI C 0.05%
VLO C 0.05%
PCG A 0.05%
PRU B 0.05%
AME A 0.05%
NEM D 0.05%
PAYX B 0.05%
FAST B 0.05%
LHX B 0.05%
D C 0.05%
ROST D 0.05%
VST A 0.05%
PWR A 0.05%
MSCI B 0.05%
FIS C 0.05%
MET A 0.05%
AIG C 0.05%
O C 0.05%
AEP C 0.05%
CMI A 0.05%
CPRT B 0.05%
ROK B 0.04%
VICI C 0.04%
ED C 0.04%
IRM C 0.04%
HUM D 0.04%
RMD C 0.04%
HIG B 0.04%
WAB B 0.04%
EXR C 0.04%
DD D 0.04%
NUE D 0.04%
IDXX F 0.04%
IQV F 0.04%
MCHP F 0.04%
HPQ B 0.04%
GIS F 0.04%
SYY D 0.04%
ACGL D 0.04%
KDP D 0.04%
GEHC D 0.04%
STZ D 0.04%
A F 0.04%
EXC C 0.04%
CHTR B 0.04%
XEL A 0.04%
YUM D 0.04%
KR B 0.04%
MNST C 0.04%
EA A 0.04%
CTVA C 0.04%
CBRE B 0.04%
EW C 0.04%
OTIS C 0.04%
CTSH C 0.04%
HES B 0.04%
VRSK B 0.04%
LEN D 0.04%
IT C 0.04%
IR B 0.04%
CINF A 0.03%
SBAC D 0.03%
HUBB B 0.03%
AEE A 0.03%
BIIB F 0.03%
RF A 0.03%
CDW F 0.03%
NTAP C 0.03%
PPL A 0.03%
WST D 0.03%
DVN F 0.03%
DTE C 0.03%
EQR C 0.03%
ADM D 0.03%
VLTO C 0.03%
EQT A 0.03%
HBAN B 0.03%
SYF B 0.03%
AWK C 0.03%
CPAY A 0.03%
BRO B 0.03%
GDDY A 0.03%
TYL B 0.03%
VTR B 0.03%
MTD F 0.03%
CHD A 0.03%
HSY F 0.03%
FTV D 0.03%
BR B 0.03%
HAL C 0.03%
TROW B 0.03%
KEYS C 0.03%
DOV B 0.03%
HPE B 0.03%
KHC F 0.03%
STT B 0.03%
NVR D 0.03%
PPG F 0.03%
GPN C 0.03%
CAH B 0.03%
XYL D 0.03%
ANSS B 0.03%
RJF A 0.03%
TSCO D 0.03%
DXCM C 0.03%
WEC A 0.03%
EBAY D 0.03%
CSGP F 0.03%
CNC F 0.03%
DOW F 0.03%
ETR A 0.03%
EIX C 0.03%
WTW B 0.03%
FITB B 0.03%
NDAQ A 0.03%
EFX F 0.03%
AVB B 0.03%
EPAM C 0.02%
NDSN D 0.02%
ROL B 0.02%
FFIV B 0.02%
RVTY D 0.02%
APTV F 0.02%
EVRG A 0.02%
JBL C 0.02%
AMCR D 0.02%
JBHT C 0.02%
DOC D 0.02%
VTRS A 0.02%
L A 0.02%
LNT A 0.02%
DPZ C 0.02%
CF A 0.02%
VRSN F 0.02%
ALGN D 0.02%
EG D 0.02%
TXT D 0.02%
MRO A 0.02%
AVY D 0.02%
NI A 0.02%
BAX F 0.02%
GEN B 0.02%
KIM A 0.02%
ARE F 0.02%
DG F 0.02%
EXPD D 0.02%
LVS B 0.02%
GPC F 0.02%
MAS D 0.02%
TRMB B 0.02%
IEX B 0.02%
DGX A 0.02%
PNR B 0.02%
J D 0.02%
WRB B 0.02%
BBY D 0.02%
MOH F 0.02%
HOLX D 0.02%
ULTA F 0.02%
TSN B 0.02%
PFG C 0.02%
MAA A 0.02%
CTRA B 0.02%
BALL D 0.02%
SNA B 0.02%
MKC D 0.02%
NRG B 0.02%
FDS B 0.02%
INVH D 0.02%
ESS A 0.02%
LUV B 0.02%
CNP A 0.02%
STLD B 0.02%
DRI C 0.02%
LH B 0.02%
CMS C 0.02%
LYV A 0.02%
ZBRA B 0.02%
STX D 0.02%
OMC C 0.02%
CLX A 0.02%
CBOE C 0.02%
CFG B 0.02%
FE C 0.02%
PKG B 0.02%
NTRS A 0.02%
LYB F 0.02%
K B 0.02%
STE D 0.02%
ES C 0.02%
WBD B 0.02%
ZBH C 0.02%
TDY B 0.02%
WAT C 0.02%
ATO A 0.02%
WY D 0.02%
LDOS C 0.02%
EXPE B 0.02%
IFF D 0.02%
PTC B 0.02%
FOX A 0.01%
QRVO F 0.01%
WBA F 0.01%
BEN C 0.01%
PARA D 0.01%
FMC D 0.01%
DVA C 0.01%
MHK D 0.01%
HII F 0.01%
BWA D 0.01%
IVZ C 0.01%
CE F 0.01%
MTCH F 0.01%
HAS D 0.01%
APA F 0.01%
MOS D 0.01%
HSIC C 0.01%
FRT B 0.01%
MGM D 0.01%
WYNN D 0.01%
AOS F 0.01%
CPB D 0.01%
HRL D 0.01%
TFX F 0.01%
SMCI F 0.01%
SOLV F 0.01%
GL C 0.01%
AES F 0.01%
MKTX D 0.01%
CRL D 0.01%
ERIE F 0.01%
LKQ F 0.01%
PNW B 0.01%
CTLT D 0.01%
FOXA B 0.01%
IPG F 0.01%
PAYC B 0.01%
TAP B 0.01%
NWSA B 0.01%
AIZ A 0.01%
GNRC B 0.01%
TECH F 0.01%
LW C 0.01%
BXP D 0.01%
NCLH B 0.01%
SJM D 0.01%
EMN D 0.01%
UHS D 0.01%
ALB B 0.01%
REG A 0.01%
DAY B 0.01%
KMX C 0.01%
HST D 0.01%
ALLE D 0.01%
INCY C 0.01%
BG D 0.01%
JKHY D 0.01%
JNPR D 0.01%
CPT C 0.01%
CAG F 0.01%
SWK F 0.01%
DLTR F 0.01%
UDR C 0.01%
AKAM F 0.01%
SWKS F 0.01%
POOL D 0.01%
NWS A 0.0%
PHDG Underweight 93 Positions Relative to FBCG
Symbol Grade Weight
SNAP D -1.47%
MRVL B -1.35%
TSM B -0.85%
CVNA A -0.7%
APP A -0.51%
LYFT C -0.42%
ANF C -0.4%
NVO F -0.38%
GFS C -0.37%
RH D -0.35%
SN D -0.35%
OKTA D -0.32%
COIN A -0.31%
CROX F -0.28%
PDD D -0.28%
AEO F -0.27%
DKS D -0.26%
SQ A -0.26%
HUBS B -0.24%
CRS A -0.23%
ASML F -0.21%
DKNG B -0.2%
SGBX F -0.2%
THC C -0.18%
RIVN F -0.18%
SHOP B -0.17%
ZM B -0.13%
FLUT A -0.13%
ALNY D -0.12%
PENN C -0.12%
RDDT A -0.12%
TEVA D -0.12%
WRBY A -0.12%
DDOG A -0.12%
OWL A -0.12%
MDB C -0.11%
SNOW C -0.11%
FIVE F -0.1%
OLLI D -0.09%
Z A -0.09%
APO A -0.09%
ATI C -0.08%
SPOT B -0.08%
VSCO A -0.07%
EXP B -0.07%
DUOL A -0.07%
PLNT A -0.06%
AYI B -0.06%
CIEN B -0.06%
VFC C -0.06%
FBIN F -0.06%
SAP B -0.06%
JEF A -0.06%
TOST A -0.06%
EXAS D -0.05%
LEGN F -0.05%
ALGM F -0.05%
WSM D -0.05%
EME A -0.05%
SPR D -0.05%
GKOS A -0.04%
PI D -0.04%
HDB B -0.04%
COHR B -0.04%
PVH C -0.04%
TKO A -0.04%
MASI B -0.03%
LEVI F -0.03%
LNG A -0.03%
WSO A -0.03%
MMYT B -0.03%
CHWY B -0.03%
CAR C -0.03%
CCK D -0.03%
ROKU D -0.03%
FLR B -0.03%
WING D -0.03%
TOL B -0.03%
EAT A -0.03%
ONON B -0.03%
TTD B -0.03%
AZEK B -0.03%
NTRA A -0.03%
ACVA A -0.03%
ELF C -0.02%
FL F -0.02%
W D -0.02%
ASND F -0.01%
TMDX F -0.0%
GAP D -0.0%
CELH F -0.0%
PINS F -0.0%
SE A -0.0%
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