USMC vs. FDMO ETF Comparison
Comparison of Principal U.S. Mega-Cap ETF (USMC) to Fidelity Momentum Factor ETF (FDMO)
USMC
Principal U.S. Mega-Cap ETF
USMC Description
The investment seeks to provide investment results that closely correspond, before expenses, to the performance of the Nasdaq US Mega Cap Select Leaders Index (the index). Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities that compose the index at the time of purchase. The index uses a quantitative model designed to identify equity securities of companies in the Nasdaq US 500 Large Cap Index (the parent index) that have the largest market capitalizations, with higher weights given to less volatile securities.
Grade (RS Rating)
Last Trade
$57.09
Average Daily Volume
44,550
25
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
$66.49
Average Daily Volume
43,744
122
Performance
| Period | USMC | FDMO |
|---|---|---|
| 30 Days | 3.99% | 6.57% |
| 60 Days | 11.94% | 13.20% |
| 90 Days | 3.47% | 2.68% |
| 12 Months | 34.84% | 44.97% |
19 Overlapping Holdings
| Symbol | Grade | Weight in USMC | Weight in FDMO | Overlap | |
|---|---|---|---|---|---|
| ABBV | C | 3.24% | 1.34% | 1.34% | |
| AMZN | C | 3.46% | 3.6% | 3.46% | |
| AVGO | B | 3.75% | 2.64% | 2.64% | |
| BAC | B | 2.69% | 0.92% | 0.92% | |
| BRK.A | B | 5.11% | 2.0% | 2.0% | |
| COST | C | 2.75% | 0.97% | 0.97% | |
| GOOGL | B | 4.01% | 3.59% | 3.59% | |
| HD | A | 3.39% | 1.25% | 1.25% | |
| JPM | C | 4.52% | 1.54% | 1.54% | |
| LLY | D | 2.7% | 2.03% | 2.03% | |
| META | A | 4.78% | 2.62% | 2.62% | |
| MRK | F | 2.46% | 1.22% | 1.22% | |
| MSFT | D | 6.47% | 6.99% | 6.47% | |
| NFLX | A | 4.74% | 0.82% | 0.82% | |
| NVDA | B | 4.35% | 6.59% | 4.35% | |
| PG | D | 4.57% | 1.0% | 1.0% | |
| V | B | 4.6% | 1.26% | 1.26% | |
| WMT | A | 3.17% | 0.92% | 0.92% | |
| XOM | A | 4.78% | 1.23% | 1.23% |
USMC Underweight 103 Positions Relative to FDMO
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | A | -2.0% | |
| CRWD | D | -1.5% | |
| ANET | A | -1.45% | |
| AMAT | C | -1.43% | |
| MU | D | -1.32% | |
| KLAC | B | -1.31% | |
| APH | D | -1.29% | |
| GDDY | B | -1.26% | |
| DELL | C | -1.23% | |
| ISRG | C | -1.04% | |
| BSX | A | -0.98% | |
| AMGN | D | -0.96% | |
| ELV | F | -0.86% | |
| REGN | D | -0.85% | |
| NTRA | A | -0.85% | |
| WFC | B | -0.78% | |
| PGR | B | -0.78% | |
| CAT | A | -0.78% | |
| GE | B | -0.77% | |
| KO | C | -0.76% | |
| THC | D | -0.76% | |
| AXP | A | -0.74% | |
| BKNG | B | -0.73% | |
| UBER | C | -0.72% | |
| GS | B | -0.71% | |
| TJX | D | -0.69% | |
| RTX | A | -0.69% | |
| CB | A | -0.68% | |
| MCK | F | -0.65% | |
| C | B | -0.64% | |
| ETN | B | -0.64% | |
| KKR | A | -0.62% | |
| VZ | C | -0.6% | |
| CMG | C | -0.6% | |
| PM | D | -0.59% | |
| TT | A | -0.58% | |
| HLT | A | -0.58% | |
| LIN | C | -0.56% | |
| T | B | -0.55% | |
| CVNA | A | -0.55% | |
| ALL | A | -0.55% | |
| TDG | A | -0.55% | |
| VRT | B | -0.53% | |
| HIG | A | -0.52% | |
| WING | C | -0.51% | |
| CTAS | C | -0.51% | |
| GD | C | -0.5% | |
| WM | B | -0.5% | |
| DECK | B | -0.49% | |
| HOOD | B | -0.49% | |
| NEE | C | -0.49% | |
| WSM | C | -0.48% | |
| WAB | A | -0.47% | |
| JXN | A | -0.46% | |
| LDOS | A | -0.45% | |
| FIX | A | -0.45% | |
| EME | B | -0.45% | |
| RSG | D | -0.44% | |
| TMUS | A | -0.44% | |
| CSL | A | -0.43% | |
| ANF | D | -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 | C | -0.33% | |
| AMT | D | -0.33% | |
| MPC | D | -0.32% | |
| VST | A | -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 | D | -0.26% | |
| PEG | A | -0.26% | |
| FRPT | A | -0.26% | |
| ECL | C | -0.25% | |
| CASY | D | -0.25% | |
| PSA | C | -0.25% | |
| AEP | C | -0.25% | |
| SPG | A | -0.24% | |
| DLR | C | -0.23% | |
| NRG | A | -0.23% | |
| FTI | B | -0.23% | |
| EXR | D | -0.21% | |
| IRM | B | -0.2% | |
| AVB | C | -0.19% | |
| IFF | D | -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 | C | -0.16% | |
| ESS | D | -0.16% | |
| CRS | B | -0.15% | |
| SLG | C | -0.14% |
USMC: Top Represented Industries & Keywords
FDMO: Top Represented Industries & Keywords
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