VOTE vs. FBUF ETF Comparison
Comparison of Engine No. 1 Transform 500 ETF (VOTE) to Fidelity Dynamic Buffered Equity ETF (FBUF)
VOTE
Engine No. 1 Transform 500 ETF
VOTE Description
VOTE is a large-cap equity index fund with a strategy to drive positive impact for employees, customers, communities and the environment as an active owner who votes our shares accordingly.
Grade (RS Rating)
Last Trade
$69.99
Average Daily Volume
43,640
Number of Holdings
*
497
* may have additional holdings in another (foreign) market
FBUF
Fidelity Dynamic Buffered Equity ETF
FBUF Description
FBUF seeks capital appreciation by investing in a large-cap equity portfolio of US and foreign stocks while utilizing a defensive options collar strategy. The fund aims to outperform the S&P 500 by picking stocks using a computer-aided, quantitative analysis of historical valuation, growth, and profitability, among other factors. The proprietary process seeks to find the optimal portfolio holdings, overweight stocks with positive characteristics, and manage benchmark relative risks. For the options strategy, the fund typically buys out-of-the-money put options on the S&P 500 Index and simultaneously sells out-of-the-money S&P 500 Index call options. Premium earned from writing calls is intended to offset the cost of buying puts, but this essentially caps the upside returns of the equity portfolio. For a continuous downside hedge, the adviser selects put options through a laddered approach that rolls monthly. The adviser diversifies the written call positions, which are rolled weekly, with different strike prices and expiration dates.Grade (RS Rating)
Last Trade
$27.53
Average Daily Volume
5,177
Number of Holdings
*
155
* may have additional holdings in another (foreign) market
Performance
Period | VOTE | FBUF |
---|---|---|
30 Days | 3.47% | 3.10% |
60 Days | 5.08% | 4.70% |
90 Days | 6.78% | 6.08% |
12 Months | 33.39% |
127 Overlapping Holdings
Symbol | Grade | Weight in VOTE | Weight in FBUF | Overlap | |
---|---|---|---|---|---|
AAPL | C | 6.39% | 7.34% | 6.39% | |
ABBV | D | 0.59% | 0.91% | 0.59% | |
ABT | B | 0.39% | 0.63% | 0.39% | |
ADBE | C | 0.46% | 0.94% | 0.46% | |
ADP | B | 0.24% | 0.26% | 0.24% | |
AMAT | F | 0.3% | 0.67% | 0.3% | |
AME | A | 0.09% | 0.09% | 0.09% | |
AMGN | D | 0.31% | 0.25% | 0.25% | |
AMT | D | 0.18% | 0.21% | 0.18% | |
AMZN | C | 3.92% | 3.84% | 3.84% | |
ANET | C | 0.19% | 0.06% | 0.06% | |
AON | A | 0.16% | 0.12% | 0.12% | |
AVGO | D | 1.52% | 1.62% | 1.52% | |
AXP | A | 0.32% | 0.43% | 0.32% | |
BAC | A | 0.6% | 1.18% | 0.6% | |
BDX | F | 0.13% | 0.58% | 0.13% | |
BIIB | F | 0.05% | 0.21% | 0.05% | |
BK | A | 0.11% | 0.12% | 0.11% | |
BMY | B | 0.23% | 0.74% | 0.23% | |
BRK.A | B | 1.65% | 2.2% | 1.65% | |
C | A | 0.25% | 0.72% | 0.25% | |
CAH | B | 0.06% | 0.31% | 0.06% | |
CAT | B | 0.37% | 0.53% | 0.37% | |
CI | F | 0.18% | 0.63% | 0.18% | |
CINF | A | 0.05% | 0.07% | 0.05% | |
CL | D | 0.15% | 0.55% | 0.15% | |
CLX | B | 0.04% | 0.14% | 0.04% | |
CMCSA | B | 0.33% | 0.84% | 0.33% | |
CME | A | 0.16% | 0.44% | 0.16% | |
CMG | B | 0.16% | 0.47% | 0.16% | |
COST | B | 0.8% | 0.3% | 0.3% | |
CRM | B | 0.6% | 1.16% | 0.6% | |
CSCO | B | 0.46% | 0.8% | 0.46% | |
CSX | B | 0.14% | 0.49% | 0.14% | |
CTAS | B | 0.15% | 0.65% | 0.15% | |
CVNA | B | 0.05% | 0.52% | 0.05% | |
CVS | D | 0.14% | 0.23% | 0.14% | |
CVX | A | 0.54% | 0.02% | 0.02% | |
DASH | A | 0.1% | 0.11% | 0.1% | |
DIS | B | 0.39% | 0.65% | 0.39% | |
DVN | F | 0.05% | 0.52% | 0.05% | |
ECL | D | 0.12% | 0.63% | 0.12% | |
ED | D | 0.06% | 0.1% | 0.06% | |
EOG | A | 0.15% | 0.48% | 0.15% | |
F | C | 0.09% | 0.33% | 0.09% | |
FTNT | C | 0.12% | 0.2% | 0.12% | |
GE | D | 0.38% | 0.48% | 0.38% | |
GEN | B | 0.03% | 0.13% | 0.03% | |
GILD | C | 0.22% | 0.74% | 0.22% | |
GOOG | C | 1.8% | 1.89% | 1.8% | |
GOOGL | C | 2.01% | 2.04% | 2.01% | |
GRMN | B | 0.06% | 0.44% | 0.06% | |
HD | A | 0.79% | 1.32% | 0.79% | |
HWM | A | 0.09% | 0.38% | 0.09% | |
IDXX | F | 0.07% | 0.15% | 0.07% | |
INCY | C | 0.02% | 0.34% | 0.02% | |
INTU | C | 0.38% | 0.12% | 0.12% | |
ITW | B | 0.16% | 0.14% | 0.14% | |
JNJ | D | 0.71% | 0.73% | 0.71% | |
JPM | A | 1.34% | 1.93% | 1.34% | |
KLAC | D | 0.17% | 0.61% | 0.17% | |
KR | B | 0.08% | 0.12% | 0.08% | |
LDOS | C | 0.04% | 0.31% | 0.04% | |
LHX | C | 0.09% | 0.21% | 0.09% | |
LLY | F | 1.3% | 0.76% | 0.76% | |
LMT | D | 0.22% | 0.71% | 0.22% | |
LPLA | A | 0.05% | 0.11% | 0.05% | |
LRCX | F | 0.19% | 0.24% | 0.19% | |
MA | C | 0.83% | 1.36% | 0.83% | |
META | D | 2.47% | 2.89% | 2.47% | |
MGM | D | 0.02% | 0.23% | 0.02% | |
MMC | B | 0.21% | 0.53% | 0.21% | |
MMM | D | 0.14% | 0.19% | 0.14% | |
MRK | F | 0.49% | 0.96% | 0.49% | |
MSCI | C | 0.09% | 0.26% | 0.09% | |
MSFT | F | 6.2% | 5.66% | 5.66% | |
MSI | B | 0.16% | 0.43% | 0.16% | |
MU | D | 0.21% | 0.5% | 0.21% | |
NEE | D | 0.3% | 0.82% | 0.3% | |
NFLX | A | 0.7% | 1.28% | 0.7% | |
NOC | D | 0.14% | 0.6% | 0.14% | |
NOW | A | 0.42% | 0.5% | 0.42% | |
NRG | B | 0.04% | 0.09% | 0.04% | |
NSC | B | 0.12% | 0.11% | 0.11% | |
NUE | C | 0.07% | 0.36% | 0.07% | |
NVDA | C | 6.8% | 7.37% | 6.8% | |
ORCL | B | 0.58% | 0.04% | 0.04% | |
OXY | D | 0.06% | 0.15% | 0.06% | |
PCAR | B | 0.12% | 0.37% | 0.12% | |
PEP | F | 0.44% | 0.19% | 0.19% | |
PFE | D | 0.29% | 0.41% | 0.29% | |
PG | A | 0.77% | 0.8% | 0.77% | |
PGR | A | 0.29% | 0.67% | 0.29% | |
PM | B | 0.39% | 0.94% | 0.39% | |
PPG | F | 0.06% | 0.34% | 0.06% | |
PSA | D | 0.1% | 0.17% | 0.1% | |
PYPL | B | 0.17% | 0.72% | 0.17% | |
QCOM | F | 0.36% | 0.85% | 0.36% | |
RSG | A | 0.08% | 0.23% | 0.08% | |
RTX | C | 0.31% | 0.28% | 0.28% | |
SCHW | B | 0.22% | 0.79% | 0.22% | |
SPG | B | 0.11% | 0.44% | 0.11% | |
SPGI | C | 0.31% | 0.21% | 0.21% | |
SQ | B | 0.09% | 0.6% | 0.09% | |
SSNC | B | 0.03% | 0.18% | 0.03% | |
SYK | C | 0.27% | 0.24% | 0.24% | |
T | A | 0.31% | 0.71% | 0.31% | |
TJX | A | 0.27% | 0.72% | 0.27% | |
TMO | F | 0.4% | 0.38% | 0.38% | |
TMUS | B | 0.23% | 0.28% | 0.23% | |
TROW | B | 0.05% | 0.28% | 0.05% | |
TRV | B | 0.11% | 0.26% | 0.11% | |
TSLA | B | 1.69% | 1.27% | 1.27% | |
TT | A | 0.18% | 0.68% | 0.18% | |
TXT | D | 0.03% | 0.5% | 0.03% | |
UBER | D | 0.28% | 0.24% | 0.24% | |
UNH | C | 1.07% | 0.57% | 0.57% | |
UNP | C | 0.28% | 0.75% | 0.28% | |
V | A | 1.01% | 0.65% | 0.65% | |
VEEV | C | 0.07% | 0.04% | 0.04% | |
VST | B | 0.09% | 0.14% | 0.09% | |
WFC | A | 0.48% | 0.28% | 0.28% | |
WM | A | 0.16% | 0.41% | 0.16% | |
WMT | A | 0.72% | 0.82% | 0.72% | |
XOM | B | 1.05% | 1.56% | 1.05% | |
ZBRA | B | 0.04% | 0.52% | 0.04% | |
ZM | B | 0.04% | 0.53% | 0.04% |
VOTE Overweight 370 Positions Relative to FBUF
Symbol | Grade | Weight | |
---|---|---|---|
KO | D | 0.48% | |
AMD | F | 0.44% | |
ACN | C | 0.44% | |
LIN | D | 0.43% | |
MCD | D | 0.42% | |
IBM | C | 0.38% | |
TXN | C | 0.37% | |
ISRG | A | 0.37% | |
GS | A | 0.37% | |
VZ | C | 0.34% | |
BKNG | A | 0.33% | |
MS | A | 0.32% | |
DHR | F | 0.3% | |
LOW | D | 0.3% | |
BLK | C | 0.3% | |
HON | B | 0.29% | |
ETN | A | 0.28% | |
BX | A | 0.26% | |
COP | C | 0.26% | |
PANW | C | 0.25% | |
BSX | B | 0.25% | |
FI | A | 0.24% | |
VRTX | F | 0.24% | |
PLTR | B | 0.23% | |
MDT | D | 0.22% | |
SBUX | A | 0.22% | |
ADI | D | 0.21% | |
PLD | D | 0.21% | |
INTC | D | 0.21% | |
CB | C | 0.21% | |
DE | A | 0.2% | |
BA | F | 0.2% | |
UPS | C | 0.19% | |
KKR | A | 0.19% | |
NKE | D | 0.18% | |
SHW | A | 0.18% | |
MELI | D | 0.18% | |
ELV | F | 0.18% | |
MO | A | 0.18% | |
SO | D | 0.18% | |
EQIX | A | 0.17% | |
DUK | C | 0.17% | |
APH | A | 0.17% | |
MDLZ | F | 0.17% | |
GEV | B | 0.17% | |
PH | A | 0.17% | |
ICE | C | 0.17% | |
MCK | B | 0.16% | |
ZTS | D | 0.16% | |
WELL | A | 0.16% | |
CDNS | B | 0.16% | |
PNC | B | 0.16% | |
REGN | F | 0.16% | |
SNPS | B | 0.16% | |
MCO | B | 0.15% | |
MRVL | B | 0.15% | |
USB | A | 0.15% | |
CRWD | B | 0.15% | |
COF | B | 0.14% | |
APD | A | 0.14% | |
ORLY | B | 0.14% | |
TGT | F | 0.14% | |
CEG | D | 0.14% | |
TDG | D | 0.14% | |
GD | F | 0.14% | |
EMR | A | 0.14% | |
AJG | B | 0.13% | |
HCA | F | 0.13% | |
GM | B | 0.13% | |
APO | B | 0.13% | |
MAR | B | 0.13% | |
ADSK | A | 0.13% | |
FDX | B | 0.13% | |
WMB | A | 0.13% | |
APP | B | 0.12% | |
ROP | B | 0.12% | |
HLT | A | 0.12% | |
TFC | A | 0.12% | |
SLB | C | 0.12% | |
FCX | D | 0.12% | |
OKE | A | 0.12% | |
CARR | D | 0.12% | |
MPC | D | 0.11% | |
PSX | C | 0.11% | |
RCL | A | 0.11% | |
COIN | C | 0.11% | |
AFL | B | 0.11% | |
AMP | A | 0.11% | |
TTD | B | 0.11% | |
URI | B | 0.11% | |
JCI | C | 0.11% | |
SRE | A | 0.11% | |
FICO | B | 0.11% | |
MSTR | C | 0.11% | |
NXPI | D | 0.11% | |
ABNB | C | 0.11% | |
WDAY | B | 0.11% | |
DLR | B | 0.11% | |
DHI | D | 0.1% | |
O | D | 0.1% | |
AIG | B | 0.1% | |
MET | A | 0.1% | |
CMI | A | 0.1% | |
FIS | C | 0.1% | |
AEP | D | 0.1% | |
CPRT | A | 0.1% | |
ALL | A | 0.1% | |
GWW | B | 0.1% | |
KMI | A | 0.1% | |
AZO | C | 0.1% | |
VRT | B | 0.09% | |
KMB | D | 0.09% | |
CCI | D | 0.09% | |
VLO | C | 0.09% | |
PCG | A | 0.09% | |
PRU | A | 0.09% | |
ROST | C | 0.09% | |
NEM | D | 0.09% | |
FAST | B | 0.09% | |
D | C | 0.09% | |
PWR | A | 0.09% | |
PAYX | C | 0.09% | |
LNG | B | 0.09% | |
DDOG | A | 0.08% | |
CHTR | C | 0.08% | |
STZ | D | 0.08% | |
MNST | C | 0.08% | |
TEAM | A | 0.08% | |
EW | C | 0.08% | |
CTVA | C | 0.08% | |
EA | A | 0.08% | |
LEN | D | 0.08% | |
CBRE | B | 0.08% | |
OTIS | C | 0.08% | |
HES | B | 0.08% | |
CTSH | B | 0.08% | |
VRSK | A | 0.08% | |
KVUE | A | 0.08% | |
IT | C | 0.08% | |
COR | B | 0.08% | |
DAL | C | 0.08% | |
IR | B | 0.08% | |
SNOW | C | 0.08% | |
TRGP | B | 0.08% | |
ODFL | B | 0.08% | |
AXON | A | 0.08% | |
PEG | A | 0.08% | |
DFS | B | 0.08% | |
BKR | B | 0.08% | |
RMD | C | 0.07% | |
HUM | C | 0.07% | |
HIG | B | 0.07% | |
EXR | D | 0.07% | |
WAB | B | 0.07% | |
DD | D | 0.07% | |
MCHP | D | 0.07% | |
MTB | A | 0.07% | |
HUBS | A | 0.07% | |
DELL | C | 0.07% | |
HPQ | B | 0.07% | |
GIS | D | 0.07% | |
KDP | D | 0.07% | |
MLM | B | 0.07% | |
GLW | B | 0.07% | |
LULU | C | 0.07% | |
IQV | D | 0.07% | |
ACGL | D | 0.07% | |
SYY | B | 0.07% | |
VMC | B | 0.07% | |
EXC | C | 0.07% | |
XEL | A | 0.07% | |
A | D | 0.07% | |
YUM | B | 0.07% | |
STT | A | 0.06% | |
ON | D | 0.06% | |
XYL | D | 0.06% | |
GPN | B | 0.06% | |
ANSS | B | 0.06% | |
TTWO | A | 0.06% | |
DXCM | D | 0.06% | |
UAL | A | 0.06% | |
TSCO | D | 0.06% | |
RJF | A | 0.06% | |
NDAQ | A | 0.06% | |
WEC | A | 0.06% | |
CPNG | D | 0.06% | |
CSGP | D | 0.06% | |
CNC | D | 0.06% | |
ETR | B | 0.06% | |
DOW | F | 0.06% | |
ARES | A | 0.06% | |
EIX | B | 0.06% | |
FANG | D | 0.06% | |
EBAY | D | 0.06% | |
FITB | A | 0.06% | |
EFX | F | 0.06% | |
AVB | B | 0.06% | |
ALNY | D | 0.06% | |
VICI | C | 0.06% | |
WTW | B | 0.06% | |
GEHC | F | 0.06% | |
ROK | B | 0.06% | |
IRM | D | 0.06% | |
EXPE | B | 0.05% | |
EME | C | 0.05% | |
HUBB | B | 0.05% | |
SBAC | D | 0.05% | |
AEE | A | 0.05% | |
RF | A | 0.05% | |
EQT | B | 0.05% | |
CDW | F | 0.05% | |
CCL | B | 0.05% | |
NTAP | C | 0.05% | |
VLTO | D | 0.05% | |
PPL | B | 0.05% | |
DTE | C | 0.05% | |
WST | C | 0.05% | |
GDDY | A | 0.05% | |
ADM | D | 0.05% | |
EQR | B | 0.05% | |
HBAN | A | 0.05% | |
CPAY | A | 0.05% | |
VTR | C | 0.05% | |
AWK | D | 0.05% | |
TYL | B | 0.05% | |
SYF | B | 0.05% | |
TPL | A | 0.05% | |
HSY | F | 0.05% | |
MTD | D | 0.05% | |
FTV | C | 0.05% | |
CHD | B | 0.05% | |
HAL | C | 0.05% | |
BR | A | 0.05% | |
KEYS | A | 0.05% | |
MPWR | F | 0.05% | |
BRO | B | 0.05% | |
FCNCA | A | 0.05% | |
PHM | D | 0.05% | |
DECK | A | 0.05% | |
RBLX | C | 0.05% | |
NVR | D | 0.05% | |
NET | B | 0.05% | |
HPE | B | 0.05% | |
DOV | A | 0.05% | |
KHC | F | 0.05% | |
BBY | D | 0.04% | |
TSN | B | 0.04% | |
HOLX | D | 0.04% | |
PODD | C | 0.04% | |
WSO | A | 0.04% | |
MAA | B | 0.04% | |
ULTA | F | 0.04% | |
WRB | A | 0.04% | |
MKC | D | 0.04% | |
FDS | B | 0.04% | |
CTRA | B | 0.04% | |
LYV | A | 0.04% | |
CNP | B | 0.04% | |
ZS | C | 0.04% | |
INVH | D | 0.04% | |
TRU | D | 0.04% | |
LUV | C | 0.04% | |
ESS | B | 0.04% | |
IP | B | 0.04% | |
BALL | D | 0.04% | |
DKNG | B | 0.04% | |
STX | D | 0.04% | |
LVS | C | 0.04% | |
LII | A | 0.04% | |
FSLR | F | 0.04% | |
BAH | F | 0.04% | |
CMS | C | 0.04% | |
PFG | D | 0.04% | |
LH | C | 0.04% | |
DRI | B | 0.04% | |
STLD | B | 0.04% | |
WDC | D | 0.04% | |
OMC | C | 0.04% | |
MDB | C | 0.04% | |
FE | C | 0.04% | |
CSL | C | 0.04% | |
PKG | A | 0.04% | |
CFG | B | 0.04% | |
K | A | 0.04% | |
LYB | F | 0.04% | |
ES | D | 0.04% | |
NTRS | A | 0.04% | |
ATO | A | 0.04% | |
MKL | A | 0.04% | |
STE | F | 0.04% | |
WBD | C | 0.04% | |
BLDR | D | 0.04% | |
WAT | B | 0.04% | |
TDY | B | 0.04% | |
ZBH | C | 0.04% | |
WY | D | 0.04% | |
ILMN | D | 0.04% | |
PTC | A | 0.04% | |
IFF | D | 0.04% | |
APTV | D | 0.03% | |
SWK | D | 0.03% | |
CAG | D | 0.03% | |
MRNA | F | 0.03% | |
SWKS | F | 0.03% | |
AKAM | D | 0.03% | |
POOL | C | 0.03% | |
DLTR | F | 0.03% | |
JBL | B | 0.03% | |
RVTY | F | 0.03% | |
AVTR | F | 0.03% | |
EVRG | A | 0.03% | |
AMCR | D | 0.03% | |
ROL | B | 0.03% | |
DT | C | 0.03% | |
EL | F | 0.03% | |
VTRS | A | 0.03% | |
DPZ | C | 0.03% | |
ENTG | D | 0.03% | |
PSTG | D | 0.03% | |
L | A | 0.03% | |
JBHT | C | 0.03% | |
SUI | D | 0.03% | |
CF | B | 0.03% | |
WSM | B | 0.03% | |
EG | C | 0.03% | |
VRSN | F | 0.03% | |
AVY | D | 0.03% | |
BAX | D | 0.03% | |
MRO | B | 0.03% | |
HEI | B | 0.03% | |
ALGN | D | 0.03% | |
TER | D | 0.03% | |
ARE | D | 0.03% | |
DG | F | 0.03% | |
EXPD | D | 0.03% | |
BURL | A | 0.03% | |
RS | B | 0.03% | |
TRMB | B | 0.03% | |
IEX | B | 0.03% | |
GPC | D | 0.03% | |
DGX | A | 0.03% | |
MAS | D | 0.03% | |
PINS | D | 0.03% | |
MOH | F | 0.03% | |
J | F | 0.03% | |
CE | F | 0.02% | |
ENPH | F | 0.02% | |
CPB | D | 0.02% | |
SCCO | F | 0.02% | |
HRL | D | 0.02% | |
SMCI | F | 0.02% | |
CNH | C | 0.02% | |
ERIE | D | 0.02% | |
RPRX | D | 0.02% | |
CG | A | 0.02% | |
FOXA | B | 0.02% | |
SNAP | C | 0.02% | |
HEI | B | 0.02% | |
SJM | D | 0.02% | |
WPC | D | 0.02% | |
BMRN | D | 0.02% | |
KMX | B | 0.02% | |
OKTA | C | 0.02% | |
BG | F | 0.02% | |
AGR | B | 0.01% | |
WLK | D | 0.01% | |
FOX | A | 0.01% | |
SIRI | C | 0.01% | |
CRBG | B | 0.01% | |
LEN | D | 0.0% |
VOTE Underweight 28 Positions Relative to FBUF
Symbol | Grade | Weight | |
---|---|---|---|
SEIC | B | -0.54% | |
DBX | B | -0.52% | |
IGT | F | -0.46% | |
EXEL | B | -0.43% | |
ALLE | D | -0.38% | |
ANF | C | -0.35% | |
TDC | D | -0.35% | |
ALRM | C | -0.34% | |
SKYW | B | -0.31% | |
MEDP | D | -0.28% | |
GAP | C | -0.21% | |
TPH | D | -0.18% | |
CACI | D | -0.17% | |
LNW | D | -0.16% | |
BBWI | D | -0.16% | |
GL | B | -0.13% | |
UNM | A | -0.1% | |
TWLO | A | -0.09% | |
DOCU | A | -0.09% | |
LYFT | C | -0.08% | |
PLTK | B | -0.07% | |
CRUS | D | -0.07% | |
QRVO | F | -0.06% | |
NBIX | C | -0.06% | |
TNL | A | -0.04% | |
UTHR | C | -0.04% | |
TOL | B | -0.02% | |
PEGA | A | -0.02% |
VOTE: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Diversified Industrials
Business Services
Semiconductors
Asset Management
Diagnostics & Research
Specialty Retail
Aerospace & Defense
Banks - Regional - US
Capital Markets
Drug Manufacturers - Major
Oil & Gas E&P
Insurance - Property & Casualty
Medical Devices
Packaged Foods
Software - Infrastructure
Specialty Chemicals
Biotechnology
Credit Services
FBUF: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Semiconductors
Aerospace & Defense
Apparel Stores
Banks - Global
Biotechnology
Capital Markets
Credit Services
Diversified Industrials
Software - Infrastructure
Telecom Services
Asset Management
Communication Equipment
Diagnostics & Research
Health Care Plans
Household & Personal Products
Insurance - Property & Casualty
Internet Content & Information
Oil & Gas E&P