WLDR vs. FDWM ETF Comparison

Comparison of Affinity World Leaders Equity ETF (WLDR) to Fidelity Women's Leadership ETF (FDWM)
WLDR

Affinity World Leaders Equity ETF

WLDR Description

The investment seeks to provide investment results that correspond generally, before fees and expenses, to the performance of the Thomson Reuters StarMine Affinity World Leaders Index (the index). The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities included in the index. The index is expected to consist of approximately 150 to 250 stocks of companies located in the U.S. and in at least three countries outside of the U.S. and may invest in up to 20 countries. It will be significantly invested in the securities of international companies in addition to securities of U.S. companies.

Grade (RS Rating)

Last Trade

$34.72

Average Daily Volume

3,014

Number of Holdings *

73

* may have additional holdings in another (foreign) market
FDWM

Fidelity Women's Leadership ETF

FDWM Description The investment seeks long-term growth of capital. The Advisor normally invests at least 80% of assets in equity securities of companies that prioritize and advance women's leadership and development. The Adviser may invest the fund's assets in securities of foreign issuers in addition to securities of domestic issuers. The fund may invest a significant percentage of its assets in relatively few companies and may invest up to 25% in a single company. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$23.72

Average Daily Volume

241

Number of Holdings *

101

* may have additional holdings in another (foreign) market
Performance
Period WLDR FDWM
30 Days 5.56% 2.79%
60 Days 5.63% 2.73%
90 Days 8.20% 4.82%
12 Months 36.70% 24.93%
8 Overlapping Holdings
Symbol Grade Weight in WLDR Weight in FDWM Overlap
BKR B 1.03% 1.04% 1.03%
CI F 0.7% 1.69% 0.7%
CNC D 0.54% 1.13% 0.54%
DELL C 3.19% 0.53% 0.53%
ELV F 0.62% 0.92% 0.62%
EMN D 0.45% 0.62% 0.45%
FIS C 0.38% 0.82% 0.38%
GEN B 1.87% 0.93% 0.93%
WLDR Overweight 65 Positions Relative to FDWM
Symbol Grade Weight
APP B 3.84%
HPE B 2.98%
NTAP C 2.96%
META D 2.8%
AMAT F 2.71%
STX D 2.68%
BURL A 2.66%
CPNG D 2.32%
VTRS A 2.26%
DOCU A 2.03%
PFE D 1.87%
CTSH B 1.85%
SSNC B 1.74%
EBAY D 1.64%
DFS B 1.43%
CMCSA B 1.4%
VZ C 1.35%
RF A 1.32%
BK A 1.3%
TROW B 1.28%
BRK.A B 1.21%
VRT B 1.18%
OMC C 1.15%
TEVA D 1.07%
WMB A 1.05%
PM B 1.04%
OC A 0.95%
LMT D 0.94%
MO A 0.93%
MMM D 0.9%
TOL B 0.88%
USFD A 0.88%
KR B 0.87%
BCS C 0.81%
FANG D 0.81%
CCL B 0.79%
RCL A 0.78%
FI A 0.71%
SWK D 0.7%
PYPL B 0.62%
ALL A 0.6%
HCA F 0.6%
THC D 0.59%
UHS D 0.57%
MKL A 0.56%
LOGI D 0.54%
GOLD D 0.52%
AER B 0.51%
CF B 0.5%
VST B 0.49%
RNR C 0.47%
UAL A 0.42%
ETR B 0.4%
PPL B 0.38%
DAL C 0.37%
EVRG A 0.36%
EXC C 0.36%
SPG B 0.36%
VICI C 0.31%
GLPI C 0.29%
LUV C 0.29%
DOC D 0.29%
CPT B 0.29%
PKG A 0.26%
NEM D 0.23%
WLDR Underweight 93 Positions Relative to FDWM
Symbol Grade Weight
AAPL C -4.35%
MSFT F -3.66%
NVDA C -3.24%
GOOG C -2.61%
AMZN C -2.56%
ACN C -2.03%
DIS B -1.93%
HOLX D -1.76%
PGR A -1.73%
CRM B -1.62%
JPM A -1.5%
ANET C -1.41%
WSM B -1.4%
ADBE C -1.32%
CDW F -1.23%
HUBS A -1.21%
AMD F -1.19%
VTR C -1.16%
NXPI D -1.16%
BAC A -1.11%
PODD C -1.1%
MA C -1.09%
MRVL B -1.08%
HIG B -1.04%
NEE D -1.0%
ALNY D -1.0%
WEX D -0.99%
C A -0.98%
FSLR F -0.98%
GEV B -0.96%
NDAQ A -0.95%
ETN A -0.94%
LDOS C -0.94%
ULTA F -0.94%
MMC B -0.93%
TMHC B -0.92%
DE A -0.92%
PH A -0.87%
MU D -0.87%
INTU C -0.85%
CLX B -0.83%
EL F -0.8%
ZTS D -0.78%
CBT C -0.78%
HLT A -0.78%
UPS C -0.77%
NSIT F -0.76%
PSA D -0.75%
FSS B -0.74%
OTIS C -0.71%
SAIC F -0.71%
RRX B -0.7%
BALL D -0.69%
MRK F -0.68%
GSK F -0.67%
AR B -0.66%
NFLX A -0.66%
HBAN A -0.65%
ETSY D -0.64%
ICLR D -0.61%
EXAS D -0.61%
BBY D -0.61%
VRTX F -0.59%
CE F -0.57%
OLED D -0.57%
SUM B -0.57%
USB A -0.56%
OXY D -0.55%
PINS D -0.55%
SBUX A -0.55%
LOW D -0.54%
EQT B -0.52%
NVT B -0.51%
TPR B -0.51%
ATI D -0.51%
HSY F -0.5%
BG F -0.47%
MAN D -0.47%
WRBY B -0.45%
MTN C -0.44%
VLTO D -0.42%
NKE D -0.37%
RUN F -0.36%
AMN F -0.36%
ARCB C -0.34%
ZLAB C -0.31%
PD C -0.29%
ELF C -0.28%
GAP C -0.24%
RDUS C -0.24%
SEDG F -0.21%
MLKN D -0.2%
SAGE F -0.08%
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