ESGU vs. FDMO ETF Comparison
Comparison of iShares MSCI USA ESG Optimized ETF (ESGU) to Fidelity Momentum Factor ETF (FDMO)
ESGU
iShares MSCI USA ESG Optimized ETF
ESGU Description
The iShares MSCI USA ESG Optimized ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.
Grade (RS Rating)
Last Trade
$131.23
Average Daily Volume
490,830
Number of Holdings
*
284
* may have additional holdings in another (foreign) market
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
$71.42
Average Daily Volume
35,646
Number of Holdings
*
122
* may have additional holdings in another (foreign) market
Performance
| Period | ESGU | FDMO |
|---|---|---|
| 30 Days | 3.53% | 6.00% |
| 60 Days | 4.75% | 8.27% |
| 90 Days | 6.66% | 10.44% |
| 12 Months | 32.83% | 42.98% |
63 Overlapping Holdings
| Symbol | Grade | Weight in ESGU | Weight in FDMO | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.22% | 6.8% | 6.22% | |
| ABBV | D | 0.41% | 1.08% | 0.41% | |
| AMZN | C | 3.61% | 3.76% | 3.61% | |
| ANET | C | 0.2% | 0.82% | 0.2% | |
| AVGO | D | 1.37% | 2.03% | 1.37% | |
| AXP | A | 0.44% | 0.9% | 0.44% | |
| BAC | A | 0.65% | 1.21% | 0.65% | |
| BK | A | 0.42% | 0.7% | 0.42% | |
| BKNG | A | 0.34% | 0.66% | 0.34% | |
| BRK.A | B | 0.41% | 2.14% | 0.41% | |
| CARR | D | 0.17% | 0.51% | 0.17% | |
| CAT | B | 0.32% | 0.73% | 0.32% | |
| CBRE | B | 0.18% | 0.21% | 0.18% | |
| CEG | D | 0.11% | 0.29% | 0.11% | |
| CL | D | 0.09% | 0.33% | 0.09% | |
| COST | B | 0.79% | 0.92% | 0.79% | |
| CVX | A | 0.61% | 0.67% | 0.61% | |
| DHR | F | 0.31% | 0.92% | 0.31% | |
| DLR | B | 0.23% | 0.24% | 0.23% | |
| ECL | D | 0.4% | 0.23% | 0.23% | |
| EME | C | 0.13% | 0.47% | 0.13% | |
| FICO | B | 0.12% | 0.86% | 0.12% | |
| FIS | C | 0.13% | 0.65% | 0.13% | |
| GDDY | A | 0.11% | 0.78% | 0.11% | |
| GE | D | 0.45% | 0.74% | 0.45% | |
| GOOGL | C | 1.19% | 3.54% | 1.19% | |
| GS | A | 0.4% | 0.99% | 0.4% | |
| HCA | F | 0.13% | 0.78% | 0.13% | |
| HD | A | 1.02% | 1.08% | 1.02% | |
| HIG | B | 0.26% | 0.67% | 0.26% | |
| HWM | A | 0.11% | 0.52% | 0.11% | |
| IFF | D | 0.08% | 0.15% | 0.08% | |
| IRM | D | 0.15% | 0.19% | 0.15% | |
| ISRG | A | 0.33% | 1.06% | 0.33% | |
| JPM | A | 1.34% | 1.88% | 1.34% | |
| KKR | A | 0.12% | 0.8% | 0.12% | |
| KMB | D | 0.15% | 0.28% | 0.15% | |
| KMI | A | 0.32% | 0.28% | 0.28% | |
| KO | D | 0.85% | 0.61% | 0.61% | |
| LDOS | C | 0.1% | 0.38% | 0.1% | |
| LIN | D | 0.34% | 0.51% | 0.34% | |
| LLY | F | 1.21% | 1.68% | 1.21% | |
| META | D | 2.19% | 2.39% | 2.19% | |
| MSFT | F | 5.77% | 6.21% | 5.77% | |
| NEE | D | 0.41% | 0.47% | 0.41% | |
| NEM | D | 0.15% | 0.2% | 0.15% | |
| NFLX | A | 0.6% | 0.88% | 0.6% | |
| NVDA | C | 6.91% | 6.97% | 6.91% | |
| OKE | A | 0.39% | 0.3% | 0.3% | |
| PEG | A | 0.48% | 0.28% | 0.28% | |
| PG | A | 0.69% | 0.92% | 0.69% | |
| PGR | A | 0.42% | 0.87% | 0.42% | |
| RCL | A | 0.14% | 0.48% | 0.14% | |
| RTX | C | 0.42% | 0.66% | 0.42% | |
| SYF | B | 0.22% | 0.72% | 0.22% | |
| T | A | 0.16% | 0.52% | 0.16% | |
| TRGP | B | 0.28% | 0.27% | 0.27% | |
| TSLA | B | 1.78% | 2.03% | 1.78% | |
| TT | A | 0.47% | 0.59% | 0.47% | |
| UBER | D | 0.23% | 0.67% | 0.23% | |
| URI | B | 0.13% | 0.5% | 0.13% | |
| WELL | A | 0.24% | 0.28% | 0.24% | |
| XOM | B | 0.58% | 1.12% | 0.58% |
ESGU Overweight 221 Positions Relative to FDMO
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOG | C | 2.34% | |
| V | A | 1.05% | |
| MA | C | 0.95% | |
| UNH | C | 0.95% | |
| CRM | B | 0.72% | |
| TXN | C | 0.7% | |
| ADP | B | 0.69% | |
| NOW | A | 0.66% | |
| JNJ | D | 0.62% | |
| INTU | C | 0.61% | |
| ORCL | B | 0.59% | |
| ADBE | C | 0.56% | |
| MS | A | 0.54% | |
| PRU | A | 0.54% | |
| IBM | C | 0.52% | |
| GILD | C | 0.48% | |
| K | A | 0.48% | |
| MRK | F | 0.47% | |
| DIS | B | 0.47% | |
| SPGI | C | 0.47% | |
| CSCO | B | 0.47% | |
| AMAT | F | 0.46% | |
| CMI | A | 0.46% | |
| BR | A | 0.45% | |
| AMD | F | 0.44% | |
| ACN | C | 0.43% | |
| LOW | D | 0.39% | |
| CRH | A | 0.39% | |
| HON | B | 0.39% | |
| NI | A | 0.38% | |
| PEP | F | 0.38% | |
| AMGN | D | 0.37% | |
| GWW | B | 0.37% | |
| VZ | C | 0.37% | |
| ADSK | A | 0.37% | |
| COP | C | 0.36% | |
| PNC | B | 0.36% | |
| GIS | D | 0.35% | |
| ZTS | D | 0.34% | |
| ELV | F | 0.34% | |
| C | A | 0.34% | |
| EQIX | A | 0.33% | |
| HES | B | 0.32% | |
| MCK | B | 0.32% | |
| VRTX | F | 0.32% | |
| PNR | A | 0.32% | |
| MMM | D | 0.32% | |
| MCD | D | 0.31% | |
| MET | A | 0.31% | |
| AMT | D | 0.31% | |
| CCI | D | 0.31% | |
| MCO | B | 0.3% | |
| LRCX | F | 0.29% | |
| INTC | D | 0.29% | |
| UNP | C | 0.29% | |
| CI | F | 0.28% | |
| QCOM | F | 0.28% | |
| PANW | C | 0.27% | |
| CLX | B | 0.26% | |
| NXPI | D | 0.26% | |
| EW | C | 0.25% | |
| FLUT | A | 0.25% | |
| EXPD | D | 0.25% | |
| SBUX | A | 0.24% | |
| DFS | B | 0.24% | |
| PFE | D | 0.24% | |
| IDXX | F | 0.23% | |
| DAL | C | 0.23% | |
| LKQ | D | 0.23% | |
| TGT | F | 0.23% | |
| DE | A | 0.22% | |
| CDNS | B | 0.22% | |
| AXON | A | 0.22% | |
| XYL | D | 0.22% | |
| COR | B | 0.22% | |
| KR | B | 0.22% | |
| CHD | B | 0.21% | |
| TRV | B | 0.21% | |
| PPG | F | 0.21% | |
| SNPS | B | 0.21% | |
| ANSS | B | 0.21% | |
| SCHW | B | 0.2% | |
| CMCSA | B | 0.2% | |
| LNG | B | 0.2% | |
| FERG | B | 0.2% | |
| DECK | A | 0.2% | |
| KEYS | A | 0.2% | |
| TMO | F | 0.2% | |
| NDAQ | A | 0.2% | |
| CHRW | C | 0.2% | |
| VLTO | D | 0.19% | |
| TAP | C | 0.19% | |
| ETN | A | 0.19% | |
| NOC | D | 0.19% | |
| JCI | C | 0.18% | |
| BG | F | 0.18% | |
| CMS | C | 0.18% | |
| MU | D | 0.18% | |
| HPE | B | 0.17% | |
| EA | A | 0.17% | |
| HBAN | A | 0.17% | |
| GEV | B | 0.17% | |
| COO | D | 0.17% | |
| MELI | D | 0.17% | |
| MMC | B | 0.17% | |
| USB | A | 0.17% | |
| WAT | B | 0.17% | |
| WDAY | B | 0.17% | |
| BMY | B | 0.17% | |
| BBY | D | 0.16% | |
| FDS | B | 0.16% | |
| UPS | C | 0.16% | |
| MRVL | B | 0.16% | |
| IT | C | 0.16% | |
| EXC | C | 0.16% | |
| KHC | F | 0.16% | |
| TEAM | A | 0.15% | |
| BKR | B | 0.15% | |
| STE | F | 0.15% | |
| TWLO | A | 0.15% | |
| CAH | B | 0.15% | |
| PTC | A | 0.15% | |
| D | C | 0.15% | |
| REGN | F | 0.15% | |
| FTV | C | 0.14% | |
| OVV | B | 0.14% | |
| DGX | A | 0.14% | |
| PYPL | B | 0.14% | |
| TSCO | D | 0.14% | |
| WFC | A | 0.13% | |
| CMG | B | 0.13% | |
| WSM | B | 0.13% | |
| TFC | A | 0.13% | |
| LII | A | 0.13% | |
| HUBS | A | 0.13% | |
| J | F | 0.13% | |
| SBAC | D | 0.13% | |
| PLD | D | 0.13% | |
| PSX | C | 0.13% | |
| LULU | C | 0.12% | |
| NUE | C | 0.12% | |
| BLK | C | 0.12% | |
| NTRS | A | 0.12% | |
| AFL | B | 0.12% | |
| AIZ | A | 0.12% | |
| TRMB | B | 0.12% | |
| CNH | C | 0.12% | |
| ACGL | D | 0.12% | |
| EQT | B | 0.12% | |
| IQV | D | 0.12% | |
| ADI | D | 0.12% | |
| FI | A | 0.12% | |
| COF | B | 0.12% | |
| WTW | B | 0.11% | |
| FDX | B | 0.11% | |
| PFG | D | 0.11% | |
| SYK | C | 0.11% | |
| IR | B | 0.11% | |
| EIX | B | 0.11% | |
| PAYX | C | 0.11% | |
| IEX | B | 0.11% | |
| HLT | A | 0.11% | |
| VEEV | C | 0.11% | |
| AJG | B | 0.11% | |
| HUBB | B | 0.11% | |
| DELL | C | 0.11% | |
| STLD | B | 0.11% | |
| A | D | 0.11% | |
| OC | A | 0.11% | |
| PWR | A | 0.11% | |
| FOX | A | 0.11% | |
| IP | B | 0.11% | |
| MKC | D | 0.1% | |
| HOLX | D | 0.1% | |
| JNPR | F | 0.1% | |
| ZBH | C | 0.1% | |
| MRO | B | 0.1% | |
| PHM | D | 0.1% | |
| POOL | C | 0.1% | |
| ES | D | 0.1% | |
| DXCM | D | 0.1% | |
| LH | C | 0.1% | |
| WST | C | 0.1% | |
| FBIN | D | 0.1% | |
| SLB | C | 0.1% | |
| HPQ | B | 0.1% | |
| ODFL | B | 0.1% | |
| WY | D | 0.1% | |
| JBHT | C | 0.1% | |
| DVA | B | 0.1% | |
| MDB | C | 0.1% | |
| DHI | D | 0.09% | |
| KDP | D | 0.09% | |
| HRL | D | 0.09% | |
| ADM | D | 0.09% | |
| AKAM | D | 0.09% | |
| FANG | D | 0.09% | |
| STX | D | 0.09% | |
| ED | D | 0.09% | |
| SNOW | C | 0.09% | |
| BALL | D | 0.09% | |
| WDC | D | 0.09% | |
| WTRG | B | 0.09% | |
| SYY | B | 0.09% | |
| ULTA | F | 0.09% | |
| PARA | C | 0.09% | |
| VLO | C | 0.09% | |
| TFX | F | 0.08% | |
| AVTR | F | 0.08% | |
| MTD | D | 0.08% | |
| ALNY | D | 0.08% | |
| MOH | F | 0.08% | |
| FSLR | F | 0.08% | |
| IPG | D | 0.08% | |
| NTAP | C | 0.08% | |
| CPB | D | 0.08% | |
| HII | D | 0.07% | |
| CNC | D | 0.07% | |
| BIIB | F | 0.07% | |
| DLTR | F | 0.06% | |
| MRNA | F | 0.04% |
ESGU Underweight 59 Positions Relative to FDMO
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | B | -1.3% | |
| APP | B | -1.27% | |
| COIN | C | -1.09% | |
| BSX | B | -0.95% | |
| MSI | B | -0.88% | |
| NTRA | B | -0.87% | |
| WMT | A | -0.86% | |
| HOOD | B | -0.83% | |
| QTWO | A | -0.78% | |
| CVLT | B | -0.74% | |
| GKOS | B | -0.74% | |
| RVMD | C | -0.73% | |
| THC | D | -0.72% | |
| RNA | D | -0.7% | |
| EVR | B | -0.67% | |
| TJX | A | -0.61% | |
| JXN | C | -0.59% | |
| MPWR | F | -0.56% | |
| PM | B | -0.55% | |
| CTAS | B | -0.54% | |
| VRT | B | -0.51% | |
| TDG | D | -0.5% | |
| GM | B | -0.5% | |
| FIX | A | -0.47% | |
| TMUS | B | -0.45% | |
| MLI | C | -0.44% | |
| ZETA | D | -0.43% | |
| EBAY | D | -0.42% | |
| DY | D | -0.42% | |
| TRU | D | -0.4% | |
| SN | D | -0.39% | |
| CVNA | B | -0.38% | |
| MO | A | -0.37% | |
| DUK | C | -0.35% | |
| TTD | B | -0.32% | |
| LUMN | C | -0.32% | |
| VST | B | -0.31% | |
| WMB | A | -0.3% | |
| SHW | A | -0.29% | |
| AEP | D | -0.28% | |
| SPG | B | -0.25% | |
| FRPT | B | -0.24% | |
| NRG | B | -0.24% | |
| TPL | A | -0.24% | |
| PSA | D | -0.24% | |
| SFM | A | -0.24% | |
| DTM | B | -0.2% | |
| EXR | D | -0.2% | |
| EQR | B | -0.19% | |
| FTI | A | -0.19% | |
| ESS | B | -0.18% | |
| SW | A | -0.17% | |
| JLL | D | -0.16% | |
| CRS | A | -0.16% | |
| PKG | A | -0.16% | |
| SLG | B | -0.15% | |
| VNO | B | -0.15% | |
| LPX | B | -0.15% | |
| ATI | D | -0.14% |
ESGU: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Drug Manufacturers - Major
Semiconductors
Diversified Industrials
Credit Services
Business Services
Capital Markets
Medical Instruments & Supplies
Oil & Gas E&P
Packaged Foods
Specialty Retail
Health Care Plans
Household & Personal Products
Integrated Shipping & Logistics
Specialty Chemicals
Utilities - Regulated Electric
Aerospace & Defense
Asset Management
Banks - Global
FDMO: Top Represented Industries & Keywords
Industries:
Software - Application
Oil & Gas Midstream
Software - Infrastructure
Business Services
Specialty Chemicals
Asset Management
Engineering & Construction
Household & Personal Products
Internet Content & Information
Metal Fabrication
REIT - Office
Semiconductors
Specialty Industrial Machinery
Specialty Retail
Telecom Services
Utilities - Regulated Electric
Aerospace & Defense
Auto Manufacturers
Banks - Global
Biotechnology
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