UDIV vs. FHEQ ETF Comparison
Comparison of Franklin U.S. Core Dividend Tilt Index ETF (UDIV) to Fidelity Hedged Equity ETF (FHEQ)
UDIV
Franklin U.S. Core Dividend Tilt Index ETF
UDIV Description
The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the LibertyQ Global Dividend Index. The fund invests at least 80% of its assets in the component securities of the index and in depositary receipts representing such securities. The index includes stocks from developed and emerging market countries with high and persistent dividend income that have favorable exposure to a quality investment style factor.
Grade (RS Rating)
Last Trade
$46.42
Average Daily Volume
4,741
Number of Holdings
*
277
* may have additional holdings in another (foreign) market
FHEQ
Fidelity Hedged Equity ETF
FHEQ Description
FHEQ is actively managed, investing in equity securities with market caps similar to the S&P 500 and Russell 1000. The fund utilizes quantitative analysis and options for downside protection.Grade (RS Rating)
Last Trade
$27.87
Average Daily Volume
24,517
Number of Holdings
*
168
* may have additional holdings in another (foreign) market
Performance
| Period | UDIV | FHEQ |
|---|---|---|
| 30 Days | 2.89% | 2.51% |
| 60 Days | 4.78% | 3.80% |
| 90 Days | 6.71% | 4.54% |
| 12 Months | 35.02% |
83 Overlapping Holdings
| Symbol | Grade | Weight in UDIV | Weight in FHEQ | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.17% | 7.31% | 6.17% | |
| ABBV | D | 0.97% | 1.0% | 0.97% | |
| ADBE | C | 0.35% | 0.93% | 0.35% | |
| ADP | B | 0.13% | 0.16% | 0.13% | |
| ALL | A | 0.1% | 0.07% | 0.07% | |
| AMAT | F | 0.38% | 0.7% | 0.38% | |
| AMGN | D | 0.62% | 0.24% | 0.24% | |
| AMT | D | 0.35% | 0.24% | 0.24% | |
| AMZN | C | 3.48% | 3.64% | 3.48% | |
| ANET | C | 0.28% | 0.08% | 0.08% | |
| AVGO | D | 1.72% | 1.49% | 1.49% | |
| BAC | A | 0.65% | 1.17% | 0.65% | |
| BK | A | 0.33% | 0.36% | 0.33% | |
| BLK | C | 0.87% | 0.23% | 0.23% | |
| BMY | B | 0.69% | 0.68% | 0.68% | |
| C | A | 0.82% | 0.54% | 0.54% | |
| CAH | B | 0.02% | 0.4% | 0.02% | |
| CAT | B | 0.1% | 0.48% | 0.1% | |
| CINF | A | 0.14% | 0.12% | 0.12% | |
| CLX | B | 0.12% | 0.2% | 0.12% | |
| CMCSA | B | 0.36% | 0.83% | 0.36% | |
| CME | A | 0.46% | 0.37% | 0.37% | |
| CMG | B | 0.12% | 0.49% | 0.12% | |
| COST | B | 0.26% | 0.45% | 0.26% | |
| CRM | B | 0.51% | 1.09% | 0.51% | |
| CSCO | B | 0.86% | 0.79% | 0.79% | |
| CVS | D | 0.39% | 0.22% | 0.22% | |
| CVX | A | 1.12% | 0.02% | 0.02% | |
| DASH | A | 0.11% | 0.12% | 0.11% | |
| DIS | B | 0.13% | 0.57% | 0.13% | |
| DOC | D | 0.09% | 0.08% | 0.08% | |
| DVN | F | 0.16% | 0.53% | 0.16% | |
| EOG | A | 0.07% | 0.43% | 0.07% | |
| ETN | A | 0.41% | 0.15% | 0.15% | |
| F | C | 0.27% | 0.15% | 0.15% | |
| GEN | B | 0.07% | 0.13% | 0.07% | |
| GILD | C | 0.63% | 0.73% | 0.63% | |
| GOOG | C | 1.73% | 1.74% | 1.73% | |
| GOOGL | C | 1.92% | 2.02% | 1.92% | |
| GRMN | B | 0.18% | 0.31% | 0.18% | |
| HD | A | 1.06% | 1.32% | 1.06% | |
| JNJ | D | 1.16% | 0.61% | 0.61% | |
| JPM | A | 1.35% | 1.82% | 1.35% | |
| KLAC | D | 0.3% | 0.54% | 0.3% | |
| LLY | F | 1.21% | 0.76% | 0.76% | |
| LRCX | F | 0.34% | 0.23% | 0.23% | |
| MA | C | 0.23% | 1.34% | 0.23% | |
| META | D | 2.13% | 2.87% | 2.13% | |
| MMM | D | 0.36% | 0.22% | 0.22% | |
| MRK | F | 0.71% | 0.69% | 0.69% | |
| MS | A | 0.94% | 0.16% | 0.16% | |
| MSCI | C | 0.23% | 0.49% | 0.23% | |
| MSFT | F | 6.07% | 5.64% | 5.64% | |
| MU | D | 0.2% | 0.47% | 0.2% | |
| NEE | D | 0.11% | 0.73% | 0.11% | |
| NFLX | A | 0.64% | 1.26% | 0.64% | |
| NOW | A | 0.47% | 0.34% | 0.34% | |
| NSC | B | 0.07% | 0.26% | 0.07% | |
| NVDA | C | 6.83% | 7.27% | 6.83% | |
| ORCL | B | 0.5% | 0.04% | 0.04% | |
| PFE | D | 0.66% | 0.56% | 0.56% | |
| PG | A | 0.78% | 0.87% | 0.78% | |
| PM | B | 0.86% | 0.92% | 0.86% | |
| PSA | D | 0.29% | 0.19% | 0.19% | |
| QCOM | F | 0.74% | 0.84% | 0.74% | |
| RTX | C | 0.18% | 0.44% | 0.18% | |
| SCCO | F | 0.06% | 0.04% | 0.04% | |
| SPG | B | 0.33% | 0.16% | 0.16% | |
| SQ | B | 0.04% | 0.59% | 0.04% | |
| T | A | 0.79% | 0.67% | 0.67% | |
| TROW | B | 0.16% | 0.23% | 0.16% | |
| TSLA | B | 1.48% | 1.26% | 1.26% | |
| TT | A | 0.02% | 0.69% | 0.02% | |
| UBER | D | 0.28% | 0.14% | 0.14% | |
| UNH | C | 0.87% | 0.57% | 0.57% | |
| UNP | C | 0.3% | 0.73% | 0.3% | |
| V | A | 0.34% | 0.47% | 0.34% | |
| VZ | C | 0.77% | 0.18% | 0.18% | |
| WDAY | B | 0.06% | 0.16% | 0.06% | |
| WFC | A | 0.42% | 0.15% | 0.15% | |
| WMT | A | 0.03% | 0.8% | 0.03% | |
| XEL | A | 0.21% | 0.21% | 0.21% | |
| XOM | B | 1.35% | 1.54% | 1.35% |
UDIV Overweight 194 Positions Relative to FHEQ
| Symbol | Grade | Weight | |
|---|---|---|---|
| TXN | C | 0.85% | |
| IBM | C | 0.81% | |
| BX | A | 0.76% | |
| KO | D | 0.74% | |
| UPS | C | 0.57% | |
| PEP | F | 0.57% | |
| MDT | D | 0.56% | |
| MO | A | 0.56% | |
| SO | D | 0.53% | |
| ADI | D | 0.52% | |
| PNC | B | 0.5% | |
| DUK | C | 0.49% | |
| ABT | B | 0.48% | |
| INTU | C | 0.47% | |
| USB | A | 0.47% | |
| ACN | C | 0.45% | |
| GS | A | 0.44% | |
| AMD | F | 0.43% | |
| ITW | B | 0.43% | |
| PLD | D | 0.43% | |
| WMB | A | 0.41% | |
| INTC | D | 0.41% | |
| APO | B | 0.4% | |
| OKE | A | 0.38% | |
| TFC | A | 0.38% | |
| NXPI | D | 0.35% | |
| KMI | A | 0.32% | |
| DLR | B | 0.32% | |
| PLTR | B | 0.31% | |
| CRWD | B | 0.3% | |
| CMI | A | 0.3% | |
| SBUX | A | 0.3% | |
| AEP | D | 0.29% | |
| PRU | A | 0.28% | |
| TGT | F | 0.28% | |
| MELI | D | 0.28% | |
| O | D | 0.28% | |
| FAST | B | 0.27% | |
| PANW | C | 0.27% | |
| LOW | D | 0.27% | |
| D | C | 0.27% | |
| PAYX | C | 0.26% | |
| KMB | D | 0.26% | |
| COP | C | 0.25% | |
| CCI | D | 0.24% | |
| KVUE | A | 0.23% | |
| HPQ | B | 0.23% | |
| MCD | D | 0.23% | |
| JCI | C | 0.23% | |
| MTB | A | 0.22% | |
| EMR | A | 0.22% | |
| EXC | C | 0.22% | |
| PSX | C | 0.22% | |
| EQIX | A | 0.21% | |
| FANG | D | 0.21% | |
| GLW | B | 0.21% | |
| EXR | D | 0.2% | |
| ROK | B | 0.2% | |
| GIS | D | 0.2% | |
| MCHP | D | 0.2% | |
| VICI | C | 0.19% | |
| DOW | F | 0.19% | |
| ED | D | 0.19% | |
| EIX | B | 0.19% | |
| FITB | A | 0.19% | |
| VRT | B | 0.18% | |
| STT | A | 0.18% | |
| WEC | A | 0.18% | |
| HON | B | 0.18% | |
| BKR | B | 0.18% | |
| APD | A | 0.18% | |
| AVB | B | 0.18% | |
| ETR | B | 0.18% | |
| ARES | A | 0.18% | |
| IRM | D | 0.17% | |
| SYY | B | 0.17% | |
| HBAN | A | 0.16% | |
| PEG | A | 0.16% | |
| KKR | A | 0.16% | |
| KHC | F | 0.16% | |
| SW | A | 0.16% | |
| RF | A | 0.15% | |
| LIN | D | 0.14% | |
| ISRG | A | 0.14% | |
| DFS | B | 0.14% | |
| VTR | C | 0.14% | |
| CDNS | B | 0.14% | |
| EQR | B | 0.14% | |
| DTE | C | 0.14% | |
| PPL | B | 0.14% | |
| NTAP | C | 0.14% | |
| EBAY | D | 0.13% | |
| IFF | D | 0.13% | |
| LYB | F | 0.13% | |
| NTRS | A | 0.13% | |
| CFG | B | 0.13% | |
| COIN | C | 0.13% | |
| NKE | D | 0.13% | |
| MPWR | F | 0.12% | |
| INVH | D | 0.12% | |
| DRI | B | 0.12% | |
| CTRA | B | 0.12% | |
| IP | B | 0.12% | |
| WELL | A | 0.12% | |
| PFG | D | 0.12% | |
| FE | C | 0.12% | |
| MRVL | B | 0.12% | |
| K | A | 0.12% | |
| PKG | A | 0.12% | |
| ES | D | 0.12% | |
| ESS | B | 0.11% | |
| ZS | C | 0.11% | |
| TSN | B | 0.11% | |
| GPC | D | 0.11% | |
| CMS | C | 0.11% | |
| SNA | A | 0.11% | |
| BBY | D | 0.11% | |
| BR | A | 0.11% | |
| LUV | C | 0.11% | |
| STX | D | 0.11% | |
| OMC | C | 0.11% | |
| KEY | B | 0.11% | |
| MET | A | 0.11% | |
| WSO | A | 0.11% | |
| SNPS | B | 0.11% | |
| VTRS | A | 0.1% | |
| ARE | D | 0.1% | |
| KIM | A | 0.1% | |
| HPE | B | 0.1% | |
| DELL | C | 0.1% | |
| MAA | B | 0.1% | |
| SUI | D | 0.09% | |
| AMCR | D | 0.09% | |
| LNT | A | 0.09% | |
| DDOG | A | 0.09% | |
| FNF | B | 0.09% | |
| EWBC | A | 0.09% | |
| BAX | D | 0.09% | |
| EL | F | 0.09% | |
| NI | A | 0.09% | |
| UDR | B | 0.08% | |
| FDX | B | 0.08% | |
| SWK | D | 0.08% | |
| AXON | A | 0.08% | |
| VLO | C | 0.08% | |
| LVS | C | 0.08% | |
| EVRG | A | 0.08% | |
| SWKS | F | 0.08% | |
| SJM | D | 0.07% | |
| WPC | D | 0.07% | |
| CG | A | 0.07% | |
| JNPR | F | 0.07% | |
| REG | B | 0.07% | |
| EMN | D | 0.07% | |
| BXP | D | 0.07% | |
| CAG | D | 0.07% | |
| HST | C | 0.07% | |
| CPT | B | 0.07% | |
| ELS | C | 0.07% | |
| AES | F | 0.06% | |
| APA | D | 0.06% | |
| SLB | C | 0.06% | |
| HUBS | A | 0.06% | |
| IPG | D | 0.06% | |
| SNOW | C | 0.06% | |
| CNH | C | 0.06% | |
| TTD | B | 0.06% | |
| NET | B | 0.06% | |
| GD | F | 0.06% | |
| LKQ | D | 0.06% | |
| HUBB | B | 0.06% | |
| MDB | C | 0.05% | |
| CPB | D | 0.05% | |
| HRL | D | 0.05% | |
| APH | A | 0.05% | |
| TAP | C | 0.05% | |
| BEN | C | 0.04% | |
| TSCO | D | 0.04% | |
| WBA | F | 0.04% | |
| RPRX | D | 0.04% | |
| ENTG | D | 0.04% | |
| CRBG | B | 0.04% | |
| AEE | A | 0.03% | |
| SMCI | F | 0.03% | |
| DG | F | 0.03% | |
| AGR | B | 0.02% | |
| SYK | C | 0.02% | |
| OKTA | C | 0.02% | |
| DT | C | 0.02% | |
| FIS | C | 0.02% | |
| TER | D | 0.02% | |
| SIRI | C | 0.01% | |
| BSY | D | 0.01% | |
| NEM | D | 0.01% |
UDIV Underweight 85 Positions Relative to FHEQ
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | -2.19% | |
| TJX | A | -0.73% | |
| LMT | D | -0.69% | |
| CTAS | B | -0.66% | |
| CI | F | -0.63% | |
| PGR | A | -0.63% | |
| ECL | D | -0.62% | |
| BDX | F | -0.59% | |
| CL | D | -0.58% | |
| NOC | D | -0.56% | |
| SCHW | B | -0.56% | |
| SEIC | B | -0.54% | |
| PYPL | B | -0.54% | |
| ZM | B | -0.52% | |
| CVNA | B | -0.52% | |
| MMC | B | -0.52% | |
| TXT | D | -0.51% | |
| DBX | B | -0.51% | |
| TRV | B | -0.49% | |
| ZBRA | B | -0.47% | |
| GE | D | -0.45% | |
| IGT | F | -0.45% | |
| ALLE | D | -0.44% | |
| CSX | B | -0.43% | |
| AXP | A | -0.43% | |
| EXEL | B | -0.43% | |
| PCAR | B | -0.42% | |
| ALRM | C | -0.4% | |
| WM | A | -0.38% | |
| TDC | D | -0.35% | |
| PPG | F | -0.34% | |
| ANF | C | -0.33% | |
| LDOS | C | -0.32% | |
| NUE | C | -0.32% | |
| MEDP | D | -0.31% | |
| CACI | D | -0.3% | |
| TMUS | B | -0.29% | |
| SKYW | B | -0.29% | |
| SPGI | C | -0.28% | |
| HWM | A | -0.27% | |
| INCY | C | -0.27% | |
| MSI | B | -0.26% | |
| TMO | F | -0.26% | |
| IDXX | F | -0.26% | |
| FTNT | C | -0.24% | |
| LHX | C | -0.23% | |
| AME | A | -0.22% | |
| MGM | D | -0.22% | |
| BIIB | F | -0.21% | |
| RSG | A | -0.2% | |
| GL | B | -0.2% | |
| GAP | C | -0.18% | |
| DOCU | A | -0.18% | |
| HLT | A | -0.18% | |
| GEHC | F | -0.17% | |
| LNW | D | -0.17% | |
| FTI | A | -0.17% | |
| PEGA | A | -0.16% | |
| TPH | D | -0.15% | |
| VEEV | C | -0.12% | |
| SOLV | C | -0.12% | |
| NBIX | C | -0.11% | |
| BBWI | D | -0.11% | |
| QRVO | F | -0.11% | |
| VST | B | -0.11% | |
| KR | B | -0.11% | |
| ROST | C | -0.1% | |
| PLTK | B | -0.1% | |
| MKL | A | -0.09% | |
| BAH | F | -0.09% | |
| BCC | B | -0.07% | |
| MDLZ | F | -0.07% | |
| L | A | -0.07% | |
| TENB | C | -0.06% | |
| CRUS | D | -0.06% | |
| LYFT | C | -0.06% | |
| BLD | D | -0.05% | |
| UTHR | C | -0.05% | |
| QGEN | D | -0.04% | |
| LPLA | A | -0.03% | |
| MHO | D | -0.02% | |
| TWLO | A | -0.02% | |
| UNM | A | -0.01% | |
| NWL | B | -0.01% | |
| OGE | B | -0.01% |
UDIV: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Asset Management
Semiconductors
Banks - Regional - US
REIT - Residential
Drug Manufacturers - Major
Packaged Foods
Diversified Industrials
Oil & Gas E&P
Software - Infrastructure
Specialty Retail
Utilities - Diversified
Banks - Global
Business Services
Household & Personal Products
Semiconductor Equipment & Materials
Discount Stores
Packaging & Containers
REIT - Diversified
FHEQ: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Insurance - Property & Casualty
Apparel Stores
Capital Markets
Semiconductors
Telecom Services
Aerospace & Defense
Asset Management
Banks - Global
Biotechnology
Credit Services
Diagnostics & Research
Household & Personal Products
Software - Infrastructure
Specialty Industrial Machinery
Business Services
Communication Equipment
Diversified Industrials
Health Care Plans
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