SDG vs. FDMO ETF Comparison

Comparison of iShares MSCI Global Impact ETF (SDG) to Fidelity Momentum Factor ETF (FDMO)

SDG

iShares MSCI Global Impact ETF

SDG Description

The iShares MSCI Global Impact ETF seeks to track the investment results of an index composed of positive impact companies that derive a majority of their revenue from products and services that address at least one of the world's major social and environmental challenges as identified by the United Nations Sustainable Development Goals.

Grade (RS Rating)

Last Trade

$84.13

Average Daily Volume

7,851

Number of Holdings ^*

* 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

$65.62

Average Daily Volume

43,049

Number of Holdings ^*

122

* may have additional holdings in another (foreign) market

Performance

Period	SDG	FDMO
30 Days	5.48%	3.94%
60 Days	9.93%	8.84%
90 Days	10.74%	1.33%
12 Months	19.11%	42.67%

4 Overlapping Holdings

Symbol	Grade	Weight in SDG	Weight in FDMO	Overlap
AMGN	D	1.97%	0.96%	0.96%
DLR	C	2.26%	0.23%	0.23%
NVDA	B	3.67%	6.59%	3.67%
REGN	D	0.9%	0.85%	0.85%

SDG Overweight 17 Positions Relative to FDMO

Symbol	Grade	Weight
FSLR	C	4.37%
ENPH	F	3.19%
WY	C	1.95%
HRL	F	1.11%
VRTX	D	1.01%
XYL	C	0.95%
BXP	C	0.71%
ARE	D	0.61%
SUI	D	0.54%
EW	F	0.51%
DXCM	F	0.36%
INCY	B	0.26%
UTHR	C	0.25%
PODD	C	0.23%
BMRN	F	0.19%
ALNY	C	0.18%
NBIX	F	0.15%

SDG Underweight 118 Positions Relative to FDMO

Symbol	Grade	Weight
MSFT	D	-6.99%
AMZN	C	-3.6%
GOOGL	B	-3.59%
AVGO	C	-2.64%
META	A	-2.62%
LLY	D	-2.03%
APP	A	-2.0%
BRK.A	C	-2.0%
JPM	D	-1.54%
CRWD	D	-1.5%
ANET	A	-1.45%
AMAT	B	-1.43%
ABBV	B	-1.34%
MU	D	-1.32%
KLAC	B	-1.31%
APH	D	-1.29%
GDDY	D	-1.26%
V	C	-1.26%
HD	A	-1.25%
DELL	C	-1.23%
XOM	A	-1.23%
MRK	F	-1.22%
ISRG	C	-1.04%
PG	D	-1.0%
BSX	A	-0.98%
COST	C	-0.97%
WMT	A	-0.92%
BAC	D	-0.92%
ELV	F	-0.86%
NTRA	B	-0.85%
NFLX	B	-0.82%
WFC	F	-0.78%
PGR	C	-0.78%
CAT	A	-0.78%
GE	C	-0.77%
KO	C	-0.76%
THC	D	-0.76%
AXP	B	-0.74%
BKNG	C	-0.73%
UBER	C	-0.72%
GS	D	-0.71%
TJX	D	-0.69%
RTX	A	-0.69%
CB	B	-0.68%
MCK	F	-0.65%
C	C	-0.64%
ETN	C	-0.64%
KKR	C	-0.62%
VZ	B	-0.6%
CMG	C	-0.6%
PM	D	-0.59%
TT	A	-0.58%
HLT	B	-0.58%
LIN	B	-0.56%
T	A	-0.55%
CVNA	A	-0.55%
ALL	C	-0.55%
TDG	B	-0.55%
VRT	B	-0.53%
HIG	B	-0.52%
WING	C	-0.51%
CTAS	C	-0.51%
GD	C	-0.5%
WM	B	-0.5%
DECK	B	-0.49%
HOOD	C	-0.49%
NEE	A	-0.49%
WSM	B	-0.48%
WAB	B	-0.47%
JXN	A	-0.46%
LDOS	A	-0.45%
FIX	B	-0.45%
EME	C	-0.45%
RSG	C	-0.44%
TMUS	A	-0.44%
CSL	A	-0.43%
ANF	F	-0.42%
COIN	F	-0.39%
CL	D	-0.39%
CEG	A	-0.38%
OKE	A	-0.35%
SO	A	-0.34%
WMB	A	-0.34%
DUK	B	-0.33%
AMT	C	-0.33%
MPC	C	-0.32%
VST	B	-0.32%
TRGP	A	-0.31%
PSX	D	-0.31%
SHW	C	-0.3%
EQIX	C	-0.29%
FCX	B	-0.28%
WELL	C	-0.28%
SFM	A	-0.27%
FANG	C	-0.26%
PEG	A	-0.26%
FRPT	C	-0.26%
ECL	B	-0.25%
CASY	D	-0.25%
PSA	C	-0.25%
AEP	C	-0.25%
SPG	A	-0.24%
NRG	A	-0.23%
FTI	B	-0.23%
EXR	C	-0.21%
IRM	A	-0.2%
AVB	C	-0.19%
IFF	C	-0.18%
WFRD	F	-0.18%
PKG	B	-0.17%
MLM	F	-0.17%
ELF	F	-0.16%
AVY	D	-0.16%
LAMR	C	-0.16%
STLD	B	-0.16%
ESS	D	-0.16%
CRS	C	-0.15%
SLG	C	-0.14%