FBUF vs. GDE ETF Comparison

Comparison of Fidelity Dynamic Buffered Equity ETF (FBUF) to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)
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
GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

GDE Description WisdomTree Efficient Gold Plus Equity Strategy Fund seeks total return by investing, either directly or through a wholly-owned subsidiary, in a portfolio comprised of U.S.-listed gold futures contracts and U.S. large-cap equity securities.

Grade (RS Rating)

Last Trade

$38.88

Average Daily Volume

20,561

Number of Holdings *

488

* may have additional holdings in another (foreign) market
Performance
Period FBUF GDE
30 Days 3.10% 2.47%
60 Days 4.70% 7.08%
90 Days 6.08% 12.48%
12 Months 63.68%
122 Overlapping Holdings
Symbol Grade Weight in FBUF Weight in GDE Overlap
AAPL C 7.34% 6.27% 6.27%
ABBV D 0.91% 0.53% 0.53%
ABT B 0.63% 0.37% 0.37%
ADBE C 0.94% 0.46% 0.46%
ADP B 0.26% 0.24% 0.24%
AMAT F 0.67% 0.22% 0.22%
AME A 0.09% 0.1% 0.09%
AMGN D 0.25% 0.28% 0.25%
AMT D 0.21% 0.17% 0.17%
AMZN C 3.84% 4.05% 3.84%
ANET C 0.06% 0.22% 0.06%
AVGO D 1.62% 1.46% 1.46%
AXP A 0.43% 0.39% 0.39%
BAC A 1.18% 0.68% 0.68%
BDX F 0.58% 0.08% 0.08%
BIIB F 0.21% 0.02% 0.02%
BK A 0.12% 0.09% 0.09%
BMY B 0.74% 0.14% 0.14%
BRK.A B 2.2% 1.83% 1.83%
C A 0.72% 0.21% 0.21%
CAH B 0.31% 0.05% 0.05%
CAT B 0.53% 0.3% 0.3%
CI F 0.63% 0.18% 0.18%
CINF A 0.07% 0.04% 0.04%
CL D 0.55% 0.1% 0.1%
CLX B 0.14% 0.03% 0.03%
CMCSA B 0.84% 0.24% 0.24%
CME A 0.44% 0.13% 0.13%
CMG B 0.47% 0.1% 0.1%
COST B 0.3% 0.73% 0.3%
CRM B 1.16% 0.53% 0.53%
CSCO B 0.8% 0.48% 0.48%
CSX B 0.49% 0.21% 0.21%
CTAS B 0.65% 0.17% 0.17%
CVS D 0.23% 0.14% 0.14%
CVX A 0.02% 0.35% 0.02%
DASH A 0.11% 0.13% 0.11%
DIS B 0.65% 0.21% 0.21%
DVN F 0.52% 0.01% 0.01%
ECL D 0.63% 0.12% 0.12%
ED D 0.1% 0.05% 0.05%
EOG A 0.48% 0.27% 0.27%
F C 0.33% 0.03% 0.03%
FTNT C 0.2% 0.14% 0.14%
GE D 0.48% 0.34% 0.34%
GEN B 0.13% 0.04% 0.04%
GILD C 0.74% 0.21% 0.21%
GOOGL C 2.04% 4.12% 2.04%
HD A 1.32% 0.75% 0.75%
HWM A 0.38% 0.08% 0.08%
IDXX F 0.15% 0.05% 0.05%
INCY C 0.34% 0.06% 0.06%
INTU C 0.12% 0.32% 0.12%
ITW B 0.14% 0.16% 0.14%
JNJ D 0.73% 0.7% 0.7%
JPM A 1.93% 1.24% 1.24%
KLAC D 0.61% 0.14% 0.14%
KR B 0.12% 0.05% 0.05%
LDOS C 0.31% 0.03% 0.03%
LHX C 0.21% 0.08% 0.08%
LLY F 0.76% 1.37% 0.76%
LMT D 0.71% 0.23% 0.23%
LPLA A 0.11% 0.02% 0.02%
LRCX F 0.24% 0.23% 0.23%
MA C 1.36% 0.95% 0.95%
META D 2.89% 2.7% 2.7%
MGM D 0.23% 0.1% 0.1%
MMC B 0.53% 0.2% 0.2%
MMM D 0.19% 0.12% 0.12%
MRK F 0.96% 0.36% 0.36%
MSCI C 0.26% 0.11% 0.11%
MSFT F 5.66% 5.58% 5.58%
MSI B 0.43% 0.09% 0.09%
MU D 0.5% 0.15% 0.15%
NEE D 0.82% 0.28% 0.28%
NFLX A 1.28% 0.66% 0.66%
NOC D 0.6% 0.14% 0.14%
NOW A 0.5% 0.4% 0.4%
NSC B 0.11% 0.13% 0.11%
NUE C 0.36% 0.03% 0.03%
NVDA C 7.37% 6.47% 6.47%
ORCL B 0.04% 0.92% 0.04%
OXY D 0.15% 0.03% 0.03%
PCAR B 0.37% 0.07% 0.07%
PEP F 0.19% 0.34% 0.19%
PFE D 0.41% 0.21% 0.21%
PG A 0.8% 0.76% 0.76%
PGR A 0.67% 0.24% 0.24%
PM B 0.94% 0.37% 0.37%
PPG F 0.34% 0.03% 0.03%
PSA D 0.17% 0.09% 0.09%
PYPL B 0.72% 0.19% 0.19%
QCOM F 0.85% 0.31% 0.31%
RSG A 0.23% 0.09% 0.09%
RTX C 0.28% 0.32% 0.28%
SCHW B 0.79% 0.15% 0.15%
SPG B 0.44% 0.12% 0.12%
SPGI C 0.21% 0.3% 0.21%
SQ B 0.6% 0.05% 0.05%
SSNC B 0.18% 0.04% 0.04%
SYK C 0.24% 0.28% 0.24%
T A 0.71% 0.29% 0.29%
TJX A 0.72% 0.29% 0.29%
TMO F 0.38% 0.42% 0.38%
TMUS B 0.28% 0.49% 0.28%
TROW B 0.28% 0.02% 0.02%
TRV B 0.26% 0.1% 0.1%
TSLA B 1.27% 1.93% 1.27%
TWLO A 0.09% 0.08% 0.08%
TXT D 0.5% 0.04% 0.04%
UBER D 0.24% 0.25% 0.24%
UNH C 0.57% 1.03% 0.57%
UNP C 0.75% 0.3% 0.3%
V A 0.65% 1.19% 0.65%
VEEV C 0.04% 0.05% 0.04%
VST B 0.14% 0.07% 0.07%
WFC A 0.28% 0.37% 0.28%
WM A 0.41% 0.1% 0.1%
WMT A 0.82% 1.23% 0.82%
XOM B 1.56% 0.97% 0.97%
ZBRA B 0.52% 0.06% 0.06%
ZM B 0.53% 0.08% 0.08%
FBUF Overweight 33 Positions Relative to GDE
Symbol Grade Weight
GOOG C 1.89%
TT A 0.68%
SEIC B 0.54%
DBX B 0.52%
CVNA B 0.52%
IGT F 0.46%
GRMN B 0.44%
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%
AON A 0.12%
UNM A 0.1%
NRG B 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%
FBUF Underweight 366 Positions Relative to GDE
Symbol Grade Weight
KO D -0.49%
MS A -0.43%
AMD F -0.43%
BX A -0.39%
MCD D -0.38%
GS A -0.36%
TXN C -0.36%
ISRG A -0.36%
DHR F -0.35%
VZ C -0.32%
IBM C -0.32%
BKNG A -0.31%
HON B -0.31%
LOW D -0.28%
BLK C -0.28%
PLTR B -0.26%
KKR A -0.25%
APO B -0.25%
ADI D -0.25%
VRTX F -0.23%
PANW C -0.23%
FI A -0.22%
BSX B -0.22%
PLD D -0.22%
SBUX A -0.22%
EMR A -0.19%
DELL C -0.19%
ZTS D -0.18%
APH A -0.18%
SO D -0.18%
MO A -0.18%
APP B -0.17%
EPD A -0.17%
OKE A -0.17%
MDLZ F -0.17%
SHW A -0.17%
ELV F -0.17%
TEAM A -0.16%
REGN F -0.16%
PNC B -0.16%
COP C -0.16%
CRWD B -0.16%
ICE C -0.16%
MCK B -0.16%
ADSK A -0.16%
WDAY B -0.16%
COF B -0.16%
PH A -0.16%
CHTR C -0.15%
SCCO F -0.15%
DUK C -0.15%
USB A -0.15%
GM B -0.15%
GD F -0.14%
ROP B -0.14%
EQIX A -0.14%
HCA F -0.14%
GEV B -0.14%
AMP A -0.14%
TTD B -0.14%
FDX B -0.14%
ET A -0.14%
HLT A -0.13%
CEG D -0.13%
ORLY B -0.13%
SRE A -0.13%
DE A -0.13%
TDG D -0.13%
WELL A -0.13%
MCO B -0.13%
KMI A -0.12%
ROST C -0.12%
BA F -0.12%
COIN C -0.12%
WMB A -0.12%
MRVL B -0.12%
TFC A -0.12%
OVV B -0.12%
ROK B -0.11%
NKE D -0.11%
AZO C -0.11%
BKR B -0.11%
AIG B -0.11%
CTSH B -0.11%
AJG B -0.11%
STLD B -0.1%
FAST B -0.1%
O D -0.1%
AFL B -0.1%
URI B -0.1%
CARR D -0.1%
EA A -0.1%
MOS F -0.1%
PCG A -0.1%
PAYX C -0.1%
SNPS B -0.1%
D C -0.1%
DLR B -0.1%
APD A -0.1%
KMB D -0.09%
CTVA C -0.09%
PWR A -0.09%
MPLX A -0.09%
CCI D -0.09%
CPNG D -0.09%
EXC C -0.09%
HPQ B -0.09%
LEN D -0.09%
IQV D -0.09%
PRU A -0.09%
ZS C -0.09%
CDNS B -0.09%
MAR B -0.09%
KDP D -0.09%
FIS C -0.09%
NEM D -0.09%
AEP D -0.09%
TRGP B -0.09%
DHI D -0.09%
CMI A -0.09%
MET A -0.09%
RJF A -0.08%
RBLX C -0.08%
TAP C -0.08%
CBRE B -0.08%
TTWO A -0.08%
MPC D -0.08%
IT C -0.08%
VRSK A -0.08%
CPRT A -0.08%
TGT F -0.08%
VRSN F -0.08%
DFS B -0.08%
TDY B -0.08%
ALL A -0.08%
YUM B -0.08%
DRI B -0.08%
OTIS C -0.08%
KVUE A -0.08%
GWW B -0.08%
A D -0.08%
BEN C -0.08%
FCX D -0.08%
XYL D -0.08%
MPWR F -0.07%
DECK A -0.07%
ILMN D -0.07%
H B -0.07%
MTD D -0.07%
PSX C -0.07%
TPL A -0.07%
ABNB C -0.07%
AWK D -0.07%
AXON A -0.07%
FTV C -0.07%
LYV A -0.07%
FICO B -0.07%
ODFL B -0.07%
CE F -0.06%
VICI C -0.06%
NDAQ A -0.06%
EXR D -0.06%
DOV A -0.06%
WMG C -0.06%
VRT B -0.06%
SYY B -0.06%
HIG B -0.06%
DDOG A -0.06%
EIX B -0.06%
SYF B -0.06%
TYL B -0.06%
CHD B -0.06%
FITB A -0.06%
CG A -0.06%
WAT B -0.06%
EBAY D -0.06%
HOLX D -0.06%
STT A -0.06%
WAB B -0.06%
GLW B -0.06%
BSY D -0.06%
VLO C -0.06%
KEYS A -0.06%
ALNY D -0.06%
SWKS F -0.06%
WLK D -0.06%
EFX F -0.06%
WEC A -0.06%
INTC D -0.06%
MRO B -0.06%
MTB A -0.06%
BALL D -0.06%
HPE B -0.06%
TER D -0.06%
EXPD D -0.06%
CNP B -0.06%
RMD C -0.06%
DD D -0.06%
TSCO D -0.05%
PODD C -0.05%
NTRS A -0.05%
IOT A -0.05%
ACI C -0.05%
CPAY A -0.05%
FDS B -0.05%
UPS C -0.05%
DAL C -0.05%
COR B -0.05%
CNC D -0.05%
ETR B -0.05%
EXPE B -0.05%
XEL A -0.05%
AVB B -0.05%
HRL D -0.05%
GPC D -0.05%
LUV C -0.05%
GIS D -0.05%
PEG A -0.05%
TSN B -0.05%
HST C -0.05%
DT C -0.05%
ES D -0.05%
STZ D -0.05%
GLPI C -0.04%
WRB A -0.04%
BBY D -0.04%
HUBS A -0.04%
MANH D -0.04%
CF B -0.04%
GEHC F -0.04%
UAL A -0.04%
HUM C -0.04%
SNA A -0.04%
RIVN F -0.04%
VMC B -0.04%
SWK D -0.04%
PHM D -0.04%
NET B -0.04%
BRO B -0.04%
CDW F -0.04%
HSY F -0.04%
FSLR F -0.04%
ATO A -0.04%
IFF D -0.04%
RF A -0.04%
LH C -0.04%
IR B -0.04%
K A -0.04%
SUI D -0.04%
AVTR F -0.04%
IPG D -0.04%
AEE A -0.04%
WPC D -0.04%
EQR B -0.04%
ANSS B -0.04%
FCNCA A -0.04%
ROKU D -0.04%
BR A -0.04%
CSL C -0.04%
MCHP D -0.04%
CFG B -0.04%
HBAN A -0.04%
VTR C -0.04%
CRBG B -0.04%
ON D -0.04%
NTAP C -0.04%
CMS C -0.04%
NWSA B -0.04%
AVY D -0.04%
ARES A -0.04%
LBRDK C -0.04%
DTE C -0.04%
SNAP C -0.04%
FANG D -0.04%
MKC D -0.04%
SJM D -0.04%
BAH F -0.03%
IRM D -0.03%
KHC F -0.03%
BLDR D -0.03%
PINS D -0.03%
WY D -0.03%
L A -0.03%
PPL B -0.03%
PFG D -0.03%
DOW F -0.03%
KEY B -0.03%
EW C -0.03%
NDSN B -0.03%
FNF B -0.03%
WSM B -0.03%
INVH D -0.03%
SNOW C -0.03%
ROL B -0.03%
VLTO D -0.03%
MAS D -0.03%
HEI B -0.03%
MKL A -0.03%
GDDY A -0.03%
J F -0.03%
GPN B -0.03%
AGR B -0.03%
WDC D -0.03%
FE C -0.03%
ESS B -0.03%
CSGP D -0.03%
SIRI C -0.03%
LII A -0.03%
HES B -0.03%
SBAC D -0.03%
MNST C -0.03%
PKG A -0.03%
SOLV C -0.03%
OMC C -0.03%
IP B -0.03%
MAA B -0.03%
MLM B -0.03%
NVR D -0.03%
MOH F -0.03%
BMRN D -0.02%
WST C -0.02%
DPZ C -0.02%
HAL C -0.02%
RS B -0.02%
AKAM D -0.02%
ERIE D -0.02%
ENTG D -0.02%
MORN B -0.02%
ARE D -0.02%
ZBH C -0.02%
EQT B -0.02%
DGX A -0.02%
MDB C -0.02%
CAG D -0.02%
WBD C -0.02%
JBHT C -0.02%
TW A -0.02%
PTC A -0.02%
HUBB B -0.02%
ENPH F -0.02%
OC A -0.02%
DKNG B -0.02%
ADM D -0.02%
WSO A -0.02%
GGG B -0.02%
JBL B -0.01%
DG F -0.01%
KIM A -0.01%
EL F -0.01%
DLTR F -0.01%
ALGN D -0.01%
RPM A -0.01%
LVS C -0.01%
MRNA F -0.01%
BAX D -0.01%
IEX B -0.01%
DXCM D -0.01%
ULTA F -0.01%
POOL C -0.01%
CTRA B -0.01%
WBA F -0.0%
SMCI F -0.0%
LKQ D -0.0%
LW C -0.0%
ALB C -0.0%
EPAM C -0.0%
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