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%
Compare ETFs