SIZE vs. FBCV ETF Comparison
Comparison of iShares MSCI USA Size Factor (SIZE) to Fidelity Blue Chip Value ETF (FBCV)
SIZE
iShares MSCI USA Size Factor
SIZE Description
The investment seeks to track the performance of MSCI USA Risk Weighted Index that measures the performance of U.S. large- and mid-capitalization stocks with relatively smaller average market capitalization, before fees and expenses. The fund generally invests at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. The MSCI USA Risk Weighted Index (the "underlying index") is based on a traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid- capitalization stocks.
Grade (RS Rating)
Last Trade
$157.78
Average Daily Volume
4,742
9
FBCV
Fidelity Blue Chip Value ETF
FBCV 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 are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry (stocks of these companies are often called "value" stocks). The fund is non-diversified.Grade (RS Rating)
Last Trade
$33.81
Average Daily Volume
11,160
84
Performance
| Period | SIZE | FBCV |
|---|---|---|
| 30 Days | 5.60% | 3.52% |
| 60 Days | 6.36% | 4.01% |
| 90 Days | 8.66% | 5.93% |
| 12 Months | 31.84% | 22.34% |
1 Overlapping Holdings
| Symbol | Grade | Weight in SIZE | Weight in FBCV | Overlap | |
|---|---|---|---|---|---|
| GEV | B | 0.29% | 0.26% | 0.26% |
SIZE Underweight 83 Positions Relative to FBCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | B | -4.38% | |
| JPM | A | -3.47% | |
| CMCSA | B | -2.85% | |
| UNH | C | -2.81% | |
| TRV | B | -2.81% | |
| CI | F | -2.77% | |
| BRK.A | B | -2.65% | |
| PCG | A | -2.45% | |
| DIS | B | -2.37% | |
| BAC | A | -2.36% | |
| CSCO | B | -2.17% | |
| CNC | D | -2.14% | |
| BLK | C | -2.06% | |
| DE | A | -2.03% | |
| KVUE | A | -1.98% | |
| AZN | D | -1.83% | |
| JNJ | D | -1.78% | |
| CB | C | -1.75% | |
| BMY | B | -1.7% | |
| HRB | D | -1.7% | |
| WFC | A | -1.64% | |
| EIX | B | -1.5% | |
| KO | D | -1.38% | |
| NOC | D | -1.38% | |
| ELV | F | -1.36% | |
| CTSH | B | -1.35% | |
| GEN | B | -1.35% | |
| PNC | B | -1.33% | |
| CVS | D | -1.27% | |
| PG | A | -1.26% | |
| LMT | D | -1.24% | |
| WTW | B | -1.23% | |
| KDP | D | -1.2% | |
| GILD | C | -1.13% | |
| DOX | D | -1.13% | |
| NGG | D | -1.11% | |
| PNR | A | -1.1% | |
| LOW | D | -1.06% | |
| USFD | A | -1.0% | |
| CF | B | -0.99% | |
| HLN | D | -0.98% | |
| ROST | C | -0.97% | |
| MTB | A | -0.96% | |
| FDX | B | -0.91% | |
| USB | A | -0.87% | |
| MRK | F | -0.87% | |
| NTRS | A | -0.86% | |
| SRE | A | -0.83% | |
| APO | B | -0.77% | |
| JCI | C | -0.76% | |
| CCI | D | -0.76% | |
| CCEP | C | -0.74% | |
| MDLZ | F | -0.74% | |
| CCK | C | -0.73% | |
| TSN | B | -0.72% | |
| RRX | B | -0.69% | |
| NEE | D | -0.67% | |
| EQNR | D | -0.66% | |
| LHX | C | -0.64% | |
| BJ | A | -0.63% | |
| DEO | F | -0.62% | |
| MMS | F | -0.59% | |
| AES | F | -0.56% | |
| MU | D | -0.5% | |
| OXY | D | -0.49% | |
| SPG | B | -0.45% | |
| CMI | A | -0.41% | |
| MUSA | A | -0.39% | |
| SO | D | -0.38% | |
| CHRW | C | -0.38% | |
| G | B | -0.32% | |
| TPR | B | -0.31% | |
| ALSN | B | -0.3% | |
| SNY | F | -0.3% | |
| OVV | B | -0.28% | |
| OTEX | D | -0.28% | |
| BNTX | D | -0.26% | |
| CFR | B | -0.21% | |
| OSK | B | -0.16% | |
| NXPI | D | -0.15% | |
| AVGO | D | -0.14% | |
| AR | B | -0.12% | |
| ULTA | F | -0.1% |
SIZE: Top Represented Industries & Keywords
FBCV: Top Represented Industries & Keywords
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