SCHZ vs. FBCG ETF Comparison

Comparison of Schwab US Aggregate Bond ETF (SCHZ) to Fidelity Blue Chip Growth ETF (FBCG)
SCHZ

Schwab US Aggregate Bond ETF

SCHZ Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Barclays U.S. Aggregate Bond IndexSM. The fund invests at least 90% of its net assets in securities included in the index. The index is a broad based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.

Grade (RS Rating)

Last Trade

$22.92

Average Daily Volume

1,159,363

Number of Holdings *

539

* 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

$45.32

Average Daily Volume

434,872

Number of Holdings *

206

* may have additional holdings in another (foreign) market
Performance
Period SCHZ FBCG
30 Days -0.77% 2.58%
60 Days -3.13% 7.36%
90 Days -1.63% 9.07%
12 Months 6.17% 43.79%
83 Overlapping Holdings
Symbol Grade Weight in SCHZ Weight in FBCG Overlap
AAPL C 0.0% 11.67% 0.0%
ADBE D 0.0% 0.0% 0.0%
AMAT F 0.0% 0.05% 0.0%
AMZN B 0.0% 8.54% 0.0%
APH B 0.0% 0.09% 0.0%
AVGO D 0.0% 0.82% 0.0%
AXP B 0.0% 0.37% 0.0%
AYI B 0.0% 0.06% 0.0%
BA D 0.0% 0.41% 0.0%
BKNG A 0.0% 0.04% 0.0%
BSX A 0.0% 0.8% 0.0%
C B 0.0% 0.18% 0.0%
CHRW B 0.0% 0.06% 0.0%
COST A 0.0% 0.08% 0.0%
DAL A 0.0% 0.05% 0.0%
DELL C 0.0% 0.13% 0.0%
DHI D 0.0% 0.13% 0.0%
DHR D 0.0% 0.32% 0.0%
EL F 0.0% 0.03% 0.0%
EOG A 0.0% 0.2% 0.0%
ETN B 0.0% 0.12% 0.0%
EXP B 0.0% 0.07% 0.0%
FANG C 0.0% 0.22% 0.0%
FDX B 0.0% 0.03% 0.0%
GE D 0.0% 0.26% 0.0%
GLW B 0.0% 0.14% 0.0%
GM B 0.0% 0.0% 0.0%
GOOGL B 0.0% 6.31% 0.0%
GS B 0.0% 0.25% 0.0%
HD C 0.0% 0.09% 0.0%
INTU B 0.0% 0.23% 0.0%
IP A 0.0% 0.03% 0.0%
JEF A 0.0% 0.06% 0.0%
KEY B 0.0% 0.0% 0.0%
LIN D 0.0% 0.05% 0.0%
LLY F 0.0% 3.11% 0.0%
LOW C 0.0% 1.07% 0.0%
LRCX F 0.0% 0.11% 0.0%
MA B 0.0% 1.1% 0.0%
MAR B 0.0% 0.0% 0.0%
MCD D 0.0% 0.12% 0.0%
MCK A 0.0% 0.0% 0.0%
MCO B 0.0% 0.1% 0.0%
MLM B 0.0% 0.06% 0.0%
MMM D 0.0% 0.03% 0.0%
MRK F 0.0% 0.21% 0.0%
MRVL B 0.0% 1.35% 0.0%
MS B 0.0% 0.12% 0.0%
MSFT D 0.0% 8.36% 0.0%
MTB A 0.0% 0.03% 0.0%
MU D 0.0% 0.05% 0.0%
NKE F 0.0% 0.4% 0.0%
NOW B 0.01% 0.39% 0.01%
NVDA A 0.0% 13.34% 0.0%
NXPI F 0.0% 1.49% 0.0%
ORCL A 0.0% 0.24% 0.0%
PG C 0.0% 0.13% 0.0%
PGR B 0.0% 0.26% 0.0%
PHM D 0.0% 0.1% 0.0%
PM A 0.0% 0.11% 0.0%
PVH D 0.0% 0.04% 0.0%
QCOM F 0.0% 0.15% 0.0%
REGN F 0.0% 0.81% 0.0%
RL C 0.0% 0.04% 0.0%
SBUX B 0.0% 0.49% 0.0%
SHW C 0.0% 0.09% 0.0%
SYK A 0.0% 0.2% 0.0%
TGT F 0.0% 0.08% 0.0%
TJX A 0.0% 0.54% 0.0%
TMO D 0.0% 0.1% 0.0%
TMUS B 0.0% 0.09% 0.0%
TPR B 0.0% 0.0% 0.0%
TT A 0.0% 0.03% 0.0%
UAL A 0.0% 0.05% 0.0%
UNH B 0.0% 1.16% 0.0%
USB A 0.0% 0.03% 0.0%
V A 0.0% 0.24% 0.0%
VFC C 0.0% 0.06% 0.0%
VMC B 0.0% 0.06% 0.0%
WELL A 0.0% 0.27% 0.0%
WMT A 0.0% 0.41% 0.0%
XOM A 0.0% 0.0% 0.0%
ZTS D 0.0% 0.47% 0.0%
SCHZ Overweight 456 Positions Relative to FBCG
Symbol Grade Weight
WIT A 0.08%
UHS D 0.01%
CHD A 0.01%
DLTR F 0.01%
MCHP F 0.01%
BIIB F 0.01%
STLA F 0.01%
EDC F 0.01%
CTS C 0.01%
DD D 0.01%
MDT D 0.01%
DT D 0.01%
COO D 0.0%
VLY B 0.0%
OCSL F 0.0%
WBS A 0.0%
GPC F 0.0%
SAN D 0.0%
SIGI C 0.0%
SAVE F 0.0%
GXO B 0.0%
SAFE F 0.0%
EPRT A 0.0%
SUI C 0.0%
VNO C 0.0%
SKT A 0.0%
ALB B 0.0%
CDNS B 0.0%
CBT C 0.0%
COKE C 0.0%
CACC D 0.0%
FAF A 0.0%
TKR F 0.0%
THG A 0.0%
TEL C 0.0%
PRE C 0.0%
AVA C 0.0%
VMI B 0.0%
WRB A 0.0%
TME D 0.0%
FTNT B 0.0%
KMPR A 0.0%
FLO D 0.0%
NEU D 0.0%
BC F 0.0%
PSEC D 0.0%
STE D 0.0%
CTVA C 0.0%
PWR A 0.0%
GBDC B 0.0%
XRAY D 0.0%
CHH A 0.0%
AIZ A 0.0%
AMH C 0.0%
TSCO D 0.0%
BDN C 0.0%
JD D 0.0%
MHK D 0.0%
LAZ B 0.0%
KEX A 0.0%
EPR D 0.0%
HOG F 0.0%
HP C 0.0%
ROST D 0.0%
SBRA B 0.0%
MCY B 0.0%
NFG A 0.0%
BKU A 0.0%
KMT C 0.0%
BBY D 0.0%
SCS B 0.0%
DRI C 0.0%
AVY D 0.0%
INVH D 0.0%
REXR F 0.0%
EA A 0.0%
HR C 0.0%
RS B 0.0%
IDA A 0.0%
AAP D 0.0%
DXC C 0.0%
DOX D 0.0%
ILMN C 0.0%
XYL D 0.0%
LXP D 0.0%
BCSF C 0.0%
PDM D 0.0%
SLG B 0.0%
SNV B 0.0%
GSBD F 0.0%
ADC A 0.0%
ZION B 0.0%
INGR B 0.0%
NVR D 0.0%
WTRG B 0.0%
OSK C 0.0%
CE F 0.0%
AGO A 0.0%
EG C 0.0%
NHI D 0.0%
TRMB B 0.0%
DOV B 0.0%
SITC D 0.0%
OPI F 0.0%
G B 0.0%
STLD B 0.0%
OC A 0.0%
CTRA B 0.0%
LNC B 0.0%
MAIN A 0.0%
HUBB B 0.0%
CUBE D 0.0%
JNPR D 0.0%
ORI A 0.0%
H B 0.0%
WEC A 0.0%
VRSN D 0.0%
HII F 0.0%
RPM B 0.0%
SWX A 0.0%
ESGR B 0.0%
OGE A 0.0%
HPP F 0.0%
PNR B 0.0%
EW C 0.0%
VNT C 0.0%
LII A 0.0%
WB C 0.0%
FMC D 0.0%
FRT B 0.0%
PCAR C 0.0%
PFG C 0.0%
NWE C 0.0%
OGS A 0.0%
FHN B 0.0%
ADI D 0.0%
SWKS F 0.0%
NVT C 0.0%
SNA B 0.0%
NTAP C 0.0%
GL C 0.0%
NNN C 0.0%
ROK B 0.0%
URI B 0.0%
EFX F 0.0%
ARW D 0.0%
WU F 0.0%
AGR A 0.0%
AMG B 0.0%
R B 0.0%
AJG A 0.0%
L A 0.0%
SPGI D 0.0%
ESS B 0.0%
DGX A 0.0%
HAS D 0.0%
AWH F 0.0%
ORLY B 0.0%
AN D 0.0%
RNR C 0.0%
PSA D 0.0%
BEN C 0.0%
SF B 0.0%
AXS A 0.0%
MOS D 0.0%
JBLU F 0.0%
CTAS B 0.0%
UNM A 0.0%
HIW D 0.0%
DSS F 0.0%
PPG F 0.0%
FNF D 0.0%
AES F 0.0%
AMCR C 0.0%
LEN D 0.0%
MKL A 0.0%
ADP B 0.0%
HRL D 0.0%
APD A 0.0%
REG A 0.0%
IPG D 0.0%
GP F 0.0%
EMR A 0.0%
RF A 0.0%
EE A 0.0%
PLD D 0.0%
SWK F 0.0%
BR B 0.0%
EVRG A 0.0%
IEX B 0.0%
FLS A 0.0%
AFG A 0.0%
CMA B 0.0%
WHR B 0.0%
ALLE D 0.0%
LEG F 0.0%
HRB D 0.0%
CNO B 0.0%
CNH C 0.0%
KSS F 0.0%
DOC D 0.0%
KRG A 0.0%
WM B 0.0%
BWA D 0.0%
CMI A 0.0%
MKC C 0.0%
BAX F 0.0%
IVZ B 0.0%
WLK F 0.0%
CBOE C 0.0%
JBL C 0.0%
LDOS C 0.0%
NDAQ A 0.0%
HST D 0.0%
FLEX A 0.0%
KRC C 0.0%
DG F 0.0%
AFL C 0.0%
RJF A 0.0%
CNA C 0.0%
RGA B 0.0%
CPT C 0.0%
NOV C 0.0%
GLPI C 0.0%
MAA B 0.0%
LHX B 0.0%
MRO A 0.0%
MSI A 0.0%
AMP A 0.0%
DLR A 0.0%
JBHT C 0.0%
A F 0.0%
SON D 0.0%
ARE F 0.0%
FSK A 0.0%
CSL C 0.0%
BRO B 0.0%
PKG A 0.0%
FTV C 0.0%
WPC C 0.0%
WEST C 0.0%
HIG A 0.0%
VOYA B 0.0%
LEA F 0.0%
TXT D 0.0%
EMN D 0.0%
MDLZ F 0.0%
SNX C 0.0%
FIS C 0.0%
VTR B 0.0%
AVT C 0.0%
HUN F 0.0%
SCHW A 0.0%
CINF A 0.0%
CNP A 0.0%
CL D 0.0%
BKH A 0.0%
WAB B 0.0%
PH B 0.0%
EQR C 0.0%
CFG B 0.0%
AAL B 0.0%
HSY F 0.0%
MAS D 0.0%
RPRX D 0.0%
SRE A 0.0%
CME A 0.0%
ECL D 0.0%
VRSK A 0.0%
SYF B 0.0%
EBAY D 0.0%
LNT A 0.0%
NEM D 0.0%
LYB F 0.0%
NTRS A 0.0%
TDY B 0.0%
CMS C 0.0%
PPL A 0.0%
CF A 0.0%
OTIS D 0.0%
IFF D 0.0%
ACGL D 0.0%
APTV F 0.0%
JCI B 0.0%
XEL A 0.0%
BIDU D 0.0%
KIM A 0.0%
HBAN B 0.0%
DE C 0.0%
AON B 0.0%
O D 0.0%
AEP C 0.0%
NUE D 0.0%
SJM D 0.0%
OMC D 0.0%
ETR A 0.0%
OKE A 0.0%
ROP C 0.0%
BLK B 0.0%
KR B 0.0%
KLAC F 0.0%
CAH B 0.0%
LUV B 0.0%
MPC C 0.0%
CCI C 0.0%
GD D 0.0%
ALL A 0.0%
CPB D 0.0%
HES B 0.0%
ATO A 0.0%
PEG A 0.0%
CAF C 0.0%
STZ D 0.0%
FE C 0.0%
UPS C 0.0%
NSC B 0.0%
CP F 0.0%
ICE D 0.0%
BERY C 0.0%
CAG D 0.0%
BRX A 0.0%
KDP D 0.0%
FITB B 0.0%
GWW B 0.0%
CLX A 0.0%
LVS B 0.0%
STT A 0.0%
GPN C 0.0%
DVN F 0.0%
BHF B 0.0%
SLB C 0.0%
WY D 0.0%
ES C 0.0%
ARCC A 0.0%
ZBH C 0.0%
AVB B 0.0%
SCCO F 0.0%
HUM C 0.0%
WBA F 0.0%
RSG A 0.0%
OHI C 0.0%
EIX C 0.0%
AWK C 0.0%
KMB C 0.0%
BG D 0.0%
COE C 0.0%
PAA B 0.0%
KOF F 0.0%
MMC D 0.0%
UDR C 0.0%
DTE C 0.0%
SYY D 0.0%
EQIX A 0.0%
KEYS A 0.0%
HON B 0.0%
PYPL B 0.0%
BMO A 0.0%
BNS A 0.0%
TXN C 0.0%
AZO C 0.0%
EPD A 0.0%
AL B 0.0%
CSX C 0.0%
SPG A 0.0%
DOW F 0.0%
NI A 0.0%
BXP D 0.0%
CARR D 0.0%
TAP C 0.0%
TRV B 0.0%
PNC B 0.0%
HAL C 0.0%
HPQ B 0.0%
PNW A 0.0%
PEP F 0.0%
CM A 0.0%
ITW B 0.0%
VLO C 0.0%
BDX F 0.0%
DB D 0.0%
MPLX A 0.0%
FOXA B 0.0%
D C 0.0%
GIS D 0.0%
ADSK A 0.0%
MP C 0.0%
RY C 0.0%
TSN B 0.0%
DUK C 0.0%
SO C 0.0%
NEE C 0.0%
CRM B 0.0%
ED C 0.0%
UNP D 0.0%
EQH B 0.0%
CB D 0.0%
PRU B 0.0%
WMB A 0.0%
AEE A 0.0%
EXPE B 0.0%
NOC D 0.0%
AMT D 0.0%
ADM D 0.0%
PSX C 0.0%
LH B 0.0%
AIG D 0.0%
TFC B 0.0%
K A 0.0%
MET A 0.0%
KMI A 0.0%
AER B 0.0%
HCA F 0.0%
BABA D 0.0%
ALLY C 0.0%
LMT D 0.0%
BK B 0.0%
EXC C 0.0%
PFE F 0.0%
DIS B 0.0%
EQNR C 0.0%
MUFG B 0.0%
CAT C 0.0%
KO D 0.0%
MO A 0.0%
NWG A 0.0%
DFS B 0.0%
INTC C 0.0%
JNJ D 0.0%
BHP F 0.0%
GILD B 0.0%
RTX D 0.0%
PCG A 0.0%
CVX A 0.0%
CSCO B 0.0%
TD D 0.0%
HPE B 0.0%
COP B 0.0%
VOD D 0.0%
HSBC A 0.0%
IBM C 0.0%
CI D 0.0%
AMGN D 0.0%
GSK F 0.0%
JPM B 0.0%
BMY B 0.0%
ABT B 0.0%
VZ C 0.0%
COF B 0.0%
CMCSA B 0.0%
CHTR B 0.0%
AZN F 0.0%
BAC A 0.0%
ABBV F 0.0%
WFC A 0.0%
CVS D 0.0%
T A 0.0%
SCHZ Underweight 123 Positions Relative to FBCG
Symbol Grade Weight
META C -5.72%
NFLX A -2.4%
SNAP D -1.47%
UBER F -1.19%
TSLA B -1.03%
TSM C -0.85%
CVNA B -0.7%
ON F -0.54%
DECK A -0.54%
APP B -0.51%
MPWR F -0.49%
CMG C -0.48%
LULU C -0.46%
ABNB C -0.45%
AMD F -0.42%
LYFT C -0.42%
ANF F -0.4%
NVO D -0.38%
GFS C -0.37%
ISRG A -0.36%
RH C -0.35%
SN D -0.35%
OKTA D -0.32%
COIN B -0.31%
TER F -0.3%
CROX F -0.28%
PDD F -0.28%
AEO F -0.27%
DKS D -0.26%
SQ A -0.26%
HUBS A -0.24%
CRS A -0.23%
ASML F -0.21%
HWM A -0.2%
WDC F -0.2%
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%
GEV A -0.12%
PENN C -0.12%
RDDT A -0.12%
TEVA C -0.12%
WRBY A -0.12%
DDOG A -0.12%
OWL A -0.12%
MDB C -0.11%
KKR B -0.11%
SNOW C -0.11%
ANET D -0.11%
FIVE F -0.1%
PODD B -0.09%
OLLI D -0.09%
Z A -0.09%
APO B -0.09%
BLDR F -0.09%
ATI C -0.08%
SPOT A -0.08%
MRNA F -0.07%
VSCO A -0.07%
DUOL A -0.07%
FSLR F -0.07%
PLNT A -0.06%
ENPH F -0.06%
KVUE A -0.06%
CIEN B -0.06%
FBIN D -0.06%
SAP A -0.06%
TOST A -0.06%
SNPS C -0.06%
EXAS D -0.05%
LEGN D -0.05%
ALGM F -0.05%
AXON A -0.05%
TDG D -0.05%
WSM C -0.05%
EME A -0.05%
SPR D -0.05%
GRMN B -0.04%
GKOS A -0.04%
PI D -0.04%
HDB C -0.04%
COHR B -0.04%
BRK.A B -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%
CCL A -0.03%
CAR C -0.03%
CCK D -0.03%
ROKU D -0.03%
FLR B -0.03%
TTWO A -0.03%
WING F -0.03%
TOL B -0.03%
EAT A -0.03%
ONON B -0.03%
RCL A -0.03%
SW A -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%
HLT A -0.0%
TMDX F -0.0%
GAP D -0.0%
CELH F -0.0%
PINS F -0.0%
CZR F -0.0%
OXY D -0.0%
SE A -0.0%
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