FBCV vs. KIE ETF Comparison

Comparison of Fidelity Blue Chip Value ETF (FBCV) to SPDR S&P Insurance ETF (KIE)
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

$32.68

Average Daily Volume

14,558

Number of Holdings *

81

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

SPDR S&P Insurance ETF

KIE Description The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the insurance industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$57.63

Average Daily Volume

1,027,306

Number of Holdings *

50

* may have additional holdings in another (foreign) market
Performance
Period FBCV KIE
30 Days 1.25% 2.49%
60 Days 8.66% 11.98%
90 Days 9.99% 16.91%
12 Months 24.02% 37.68%
3 Overlapping Holdings
Symbol Grade Weight in FBCV Weight in KIE Overlap
CB A 1.73% 1.94% 1.73%
TRV B 2.75% 1.91% 1.91%
WTW C 1.22% 1.97% 1.22%
FBCV Overweight 78 Positions Relative to KIE
Symbol Grade Weight
XOM A 4.42%
JPM C 4.04%
CI D 2.9%
UNH B 2.84%
BAC B 2.78%
BRK.A B 2.75%
CMCSA B 2.66%
PCG C 2.45%
CNC F 2.25%
DIS D 2.18%
WFC B 2.16%
AZN D 2.07%
CSCO A 2.07%
BLK A 1.97%
HRB C 1.93%
DE C 1.88%
KVUE C 1.84%
JNJ D 1.83%
BMY A 1.64%
ELV F 1.46%
EIX C 1.45%
KO C 1.4%
NOC B 1.38%
CTSH B 1.36%
PNC C 1.34%
GEN A 1.3%
PG D 1.25%
LMT A 1.21%
KDP C 1.17%
CVS D 1.16%
DOX B 1.13%
SNY C 1.13%
PNR C 1.0%
FDX F 0.99%
CF A 0.97%
USFD C 0.97%
ROST D 0.97%
NGG D 0.97%
HLN C 0.95%
MTB A 0.93%
LOW C 0.93%
USB C 0.91%
NTRS B 0.88%
RRX B 0.8%
CCEP C 0.76%
TSN D 0.73%
JCI C 0.72%
MDLZ D 0.72%
CCI D 0.72%
EQNR D 0.71%
APO A 0.71%
CCK C 0.69%
SRE C 0.68%
LHX A 0.64%
NEE C 0.64%
BJ B 0.61%
MMS C 0.59%
DEO C 0.58%
OXY D 0.54%
AES C 0.48%
MU D 0.47%
SPG A 0.44%
MUSA D 0.42%
OVV D 0.42%
G A 0.42%
CMI A 0.4%
AR C 0.39%
SO A 0.37%
CHRW C 0.36%
GEV A 0.29%
ALSN A 0.29%
TPR B 0.27%
OTEX D 0.27%
CFR B 0.21%
TEL D 0.19%
OSK F 0.18%
AVGO B 0.17%
NXPI F 0.16%
FBCV Underweight 47 Positions Relative to KIE
Symbol Grade Weight
UNM A -2.1%
MET A -2.1%
LNC B -2.08%
CNO B -2.06%
RNR A -2.05%
BHF D -2.05%
PFG A -2.05%
PRI A -2.02%
PRU B -2.02%
AIZ B -2.01%
ERIE A -2.01%
RYAN A -2.01%
AFL A -2.0%
EG A -1.99%
GNW A -1.99%
AXS A -1.99%
FNF C -1.99%
SIGI D -1.99%
RGA B -1.98%
HIG A -1.98%
GL C -1.98%
KMPR D -1.98%
RLI A -1.98%
THG A -1.97%
ALL A -1.96%
L C -1.96%
ORI A -1.96%
ESGR C -1.95%
CINF A -1.95%
AFG A -1.95%
BRO A -1.95%
MKL B -1.95%
ACGL A -1.94%
GSHD B -1.94%
AIG C -1.94%
KNSL B -1.94%
PGR B -1.93%
AON A -1.93%
FAF C -1.93%
AGO B -1.92%
OSCR C -1.91%
WTM C -1.91%
MMC D -1.89%
WRB C -1.89%
AJG C -1.84%
PLMR A -1.65%
STC D -1.48%
Compare ETFs