EQWL vs. FBCV ETF Comparison
Comparison of PowerShares Russell Top 200 Equal Weight Portfolio (EQWL) to Fidelity Blue Chip Value ETF (FBCV)
EQWL
PowerShares Russell Top 200 Equal Weight Portfolio
EQWL Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Russell Top 200 Equal Weight Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the component securities that comprise the underlying index. The underlying index is designed to provide equal-weighted exposure to the securities of the largest 200 companies in the U.S. equity market.
Grade (RS Rating)
Last Trade
$102.03
Average Daily Volume
46,411
Number of Holdings
*
101
* may have additional holdings in another (foreign) market
FBCV
Fidelity Blue Chip Value ETF
FBCV Description
The investment seeks long-term growth of capital. Normally the fund invests at least 80% of assets in blue chip companies (companies that, in Fidelity Management & Research Company LLC's (FMR) view, are well-known, well-established and well-capitalized), which generally have large or medium market capitalizations. It invests in companies that manager believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry (stocks of these companies are often called "value" stocks). The fund is non-diversified.Grade (RS Rating)
Last Trade
$32.60
Average Daily Volume
14,611
Number of Holdings
*
81
* may have additional holdings in another (foreign) market
Performance
| Period | EQWL | FBCV |
|---|---|---|
| 30 Days | 2.99% | 1.66% |
| 60 Days | 5.41% | 4.56% |
| 90 Days | 8.49% | 9.43% |
| 12 Months | 32.30% | 19.93% |
26 Overlapping Holdings
| Symbol | Grade | Weight in EQWL | Weight in FBCV | Overlap | |
|---|---|---|---|---|---|
| AVGO | C | 0.88% | 0.18% | 0.18% | |
| BA | F | 0.8% | 0.29% | 0.29% | |
| BAC | D | 0.95% | 2.94% | 0.95% | |
| BLK | B | 1.11% | 1.98% | 1.11% | |
| BMY | C | 1.09% | 1.62% | 1.09% | |
| BRK.A | C | 1.04% | 2.72% | 1.04% | |
| CMCSA | C | 0.98% | 2.87% | 0.98% | |
| CSCO | B | 1.04% | 2.05% | 1.04% | |
| CVS | D | 0.89% | 1.27% | 0.89% | |
| DE | A | 0.99% | 1.72% | 0.99% | |
| DIS | D | 0.86% | 2.28% | 0.86% | |
| FDX | D | 1.12% | 1.04% | 1.04% | |
| JNJ | C | 1.04% | 1.7% | 1.04% | |
| JPM | D | 1.0% | 4.05% | 1.0% | |
| KO | B | 1.04% | 1.33% | 1.04% | |
| LMT | A | 1.13% | 1.14% | 1.13% | |
| LOW | B | 1.07% | 0.95% | 0.95% | |
| MDLZ | C | 1.04% | 0.71% | 0.71% | |
| NEE | B | 1.04% | 0.62% | 0.62% | |
| PG | C | 0.94% | 1.12% | 0.94% | |
| SO | B | 1.04% | 0.37% | 0.37% | |
| SPG | B | 1.03% | 0.42% | 0.42% | |
| UNH | C | 1.06% | 2.87% | 1.06% | |
| USB | C | 1.1% | 0.89% | 0.89% | |
| WFC | D | 0.89% | 2.27% | 0.89% | |
| XOM | D | 0.98% | 4.59% | 0.98% |
EQWL Overweight 75 Positions Relative to FBCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| TSLA | C | 1.26% | |
| MMM | B | 1.22% | |
| GILD | B | 1.19% | |
| PYPL | B | 1.18% | |
| IBM | B | 1.16% | |
| BK | B | 1.13% | |
| ORCL | B | 1.12% | |
| SBUX | C | 1.12% | |
| T | B | 1.11% | |
| AXP | B | 1.1% | |
| CHTR | D | 1.1% | |
| GE | C | 1.09% | |
| PM | C | 1.08% | |
| AMT | C | 1.08% | |
| MET | B | 1.08% | |
| CAT | B | 1.07% | |
| WMT | B | 1.07% | |
| ACN | C | 1.07% | |
| ABBV | B | 1.06% | |
| MCD | B | 1.06% | |
| COF | B | 1.05% | |
| RTX | B | 1.05% | |
| CRM | C | 1.05% | |
| DUK | B | 1.04% | |
| GS | B | 1.04% | |
| TMUS | B | 1.04% | |
| MO | C | 1.04% | |
| UNP | D | 1.03% | |
| HD | B | 1.03% | |
| AMGN | D | 1.03% | |
| MDT | B | 1.02% | |
| META | B | 1.02% | |
| TGT | C | 1.02% | |
| INTU | D | 1.01% | |
| ABT | C | 1.01% | |
| MA | B | 1.01% | |
| VZ | A | 1.01% | |
| KHC | C | 1.0% | |
| AAPL | C | 0.99% | |
| PFE | D | 0.99% | |
| CL | C | 0.99% | |
| TMO | B | 0.99% | |
| DHR | B | 0.99% | |
| PEP | D | 0.98% | |
| TXN | B | 0.98% | |
| LIN | B | 0.98% | |
| NFLX | B | 0.97% | |
| V | C | 0.97% | |
| COST | C | 0.97% | |
| MS | B | 0.97% | |
| C | C | 0.97% | |
| GD | C | 0.96% | |
| LLY | D | 0.96% | |
| AMZN | C | 0.95% | |
| GM | C | 0.95% | |
| BKNG | B | 0.95% | |
| COP | F | 0.93% | |
| ADBE | F | 0.92% | |
| AIG | D | 0.92% | |
| MSFT | C | 0.91% | |
| EMR | D | 0.91% | |
| HON | C | 0.9% | |
| AMD | C | 0.9% | |
| UPS | D | 0.89% | |
| DOW | C | 0.88% | |
| CVX | F | 0.87% | |
| F | F | 0.86% | |
| MRK | F | 0.83% | |
| NVDA | C | 0.82% | |
| SCHW | D | 0.81% | |
| NKE | D | 0.79% | |
| QCOM | D | 0.74% | |
| INTC | D | 0.64% | |
| GOOGL | D | 0.46% | |
| GOOG | D | 0.38% |
EQWL Underweight 55 Positions Relative to FBCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| CI | C | -2.89% | |
| TRV | C | -2.7% | |
| PCG | C | -2.34% | |
| CNC | D | -2.27% | |
| AZN | D | -1.93% | |
| HRB | C | -1.83% | |
| CB | B | -1.74% | |
| KVUE | B | -1.6% | |
| ELV | D | -1.44% | |
| EIX | B | -1.38% | |
| CTSH | B | -1.37% | |
| PNC | C | -1.35% | |
| NOC | B | -1.32% | |
| WTW | B | -1.22% | |
| DOX | C | -1.17% | |
| KDP | B | -1.13% | |
| SNY | B | -1.08% | |
| PNR | B | -1.02% | |
| MTB | C | -0.96% | |
| ROST | C | -0.95% | |
| CF | B | -0.92% | |
| USFD | C | -0.92% | |
| HLN | B | -0.88% | |
| NTRS | C | -0.88% | |
| APO | B | -0.8% | |
| RRX | C | -0.79% | |
| NGG | B | -0.77% | |
| CCI | C | -0.74% | |
| CCEP | C | -0.72% | |
| TSN | D | -0.72% | |
| EQNR | F | -0.72% | |
| OXY | F | -0.7% | |
| CCK | B | -0.7% | |
| SRE | B | -0.69% | |
| BJ | D | -0.69% | |
| JCI | B | -0.68% | |
| LHX | C | -0.63% | |
| MMS | B | -0.61% | |
| OVV | F | -0.6% | |
| AR | C | -0.58% | |
| DEO | C | -0.57% | |
| MU | D | -0.55% | |
| AES | C | -0.51% | |
| MUSA | D | -0.42% | |
| G | C | -0.39% | |
| CMI | B | -0.33% | |
| OTEX | D | -0.28% | |
| TPR | A | -0.27% | |
| GEV | B | -0.26% | |
| CFR | C | -0.23% | |
| TEL | D | -0.2% | |
| OSK | F | -0.18% | |
| NXPI | D | -0.17% | |
| CHRW | B | -0.15% | |
| ALSN | B | -0.12% |
EQWL: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Semiconductors
Credit Services
Aerospace & Defense
Banks - Global
Telecom Services
Auto Manufacturers
Capital Markets
Discount Stores
Diversified Industrials
Internet Content & Information
Software - Application
Utilities - Regulated Electric
Asset Management
Beverages - Soft Drinks
Diagnostics & Research
Farm & Construction Equipment
Health Care Plans
Home Improvement Stores
Household & Personal Products
FBCV: Top Represented Industries & Keywords
Industries:
Health Care Plans
Banks - Regional - US
Drug Manufacturers - Major
Utilities - Regulated Electric
Aerospace & Defense
Asset Management
Banks - Global
Beverages - Soft Drinks
Diversified Industrials
Oil & Gas E&P
Utilities - Diversified
Business Services
Communication Equipment
Household & Personal Products
Insurance - Property & Casualty
Integrated Shipping & Logistics
Oil & Gas Integrated
Semiconductors
Specialty Retail
Agricultural Inputs
Compare ETFs
