FBUF vs. HAPY ETF Comparison
Comparison of Fidelity Dynamic Buffered Equity ETF (FBUF) to Harbor Corporate Culture Leaders ETF (HAPY)
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
$27.57
Average Daily Volume
5,177
155
HAPY
Harbor Corporate Culture Leaders ETF
HAPY Description
Harbor Corporate Culture Leaders ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the Human Capital Factor Unconstrained Index, by using full replication technique. Harbor Corporate Culture Leaders ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$25.18
Average Daily Volume
66
75
Performance
| Period | FBUF | HAPY |
|---|---|---|
| 30 Days | 3.10% | 6.00% |
| 60 Days | 4.70% | 6.99% |
| 90 Days | 6.08% | 9.21% |
| 12 Months | 31.69% |
18 Overlapping Holdings
| Symbol | Grade | Weight in FBUF | Weight in HAPY | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 7.34% | 1.35% | 1.35% | |
| ADBE | C | 0.94% | 1.26% | 0.94% | |
| ALLE | D | 0.38% | 1.32% | 0.38% | |
| CL | D | 0.55% | 1.4% | 0.55% | |
| CME | A | 0.44% | 1.37% | 0.44% | |
| DBX | B | 0.52% | 1.28% | 0.52% | |
| GOOGL | C | 2.04% | 1.35% | 1.35% | |
| INTU | C | 0.12% | 1.3% | 0.12% | |
| LHX | C | 0.21% | 1.33% | 0.21% | |
| LMT | D | 0.71% | 1.34% | 0.71% | |
| MA | C | 1.36% | 1.36% | 1.36% | |
| MRK | F | 0.96% | 1.32% | 0.96% | |
| MSCI | C | 0.26% | 1.32% | 0.26% | |
| MSFT | F | 5.66% | 1.32% | 1.32% | |
| NOW | A | 0.5% | 1.31% | 0.5% | |
| NVDA | C | 7.37% | 1.29% | 1.29% | |
| OXY | D | 0.15% | 1.37% | 0.15% | |
| TRV | B | 0.26% | 1.38% | 0.26% |
FBUF Overweight 137 Positions Relative to HAPY
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | 3.84% | |
| META | D | 2.89% | |
| BRK.A | B | 2.2% | |
| JPM | A | 1.93% | |
| GOOG | C | 1.89% | |
| AVGO | D | 1.62% | |
| XOM | B | 1.56% | |
| HD | A | 1.32% | |
| NFLX | A | 1.28% | |
| TSLA | B | 1.27% | |
| BAC | A | 1.18% | |
| CRM | B | 1.16% | |
| PM | B | 0.94% | |
| ABBV | D | 0.91% | |
| QCOM | F | 0.85% | |
| CMCSA | B | 0.84% | |
| WMT | A | 0.82% | |
| NEE | D | 0.82% | |
| CSCO | B | 0.8% | |
| PG | A | 0.8% | |
| SCHW | B | 0.79% | |
| LLY | F | 0.76% | |
| UNP | C | 0.75% | |
| BMY | B | 0.74% | |
| GILD | C | 0.74% | |
| JNJ | D | 0.73% | |
| PYPL | B | 0.72% | |
| TJX | A | 0.72% | |
| C | A | 0.72% | |
| T | A | 0.71% | |
| TT | A | 0.68% | |
| PGR | A | 0.67% | |
| AMAT | F | 0.67% | |
| V | A | 0.65% | |
| CTAS | B | 0.65% | |
| DIS | B | 0.65% | |
| ECL | D | 0.63% | |
| CI | F | 0.63% | |
| ABT | B | 0.63% | |
| KLAC | D | 0.61% | |
| SQ | B | 0.6% | |
| NOC | D | 0.6% | |
| BDX | F | 0.58% | |
| UNH | C | 0.57% | |
| SEIC | B | 0.54% | |
| MMC | B | 0.53% | |
| ZM | B | 0.53% | |
| CAT | B | 0.53% | |
| ZBRA | B | 0.52% | |
| CVNA | B | 0.52% | |
| DVN | F | 0.52% | |
| MU | D | 0.5% | |
| TXT | D | 0.5% | |
| CSX | B | 0.49% | |
| GE | D | 0.48% | |
| EOG | A | 0.48% | |
| CMG | B | 0.47% | |
| IGT | F | 0.46% | |
| SPG | B | 0.44% | |
| GRMN | B | 0.44% | |
| MSI | B | 0.43% | |
| AXP | A | 0.43% | |
| EXEL | B | 0.43% | |
| WM | A | 0.41% | |
| PFE | D | 0.41% | |
| TMO | F | 0.38% | |
| HWM | A | 0.38% | |
| PCAR | B | 0.37% | |
| NUE | C | 0.36% | |
| ANF | C | 0.35% | |
| TDC | D | 0.35% | |
| ALRM | C | 0.34% | |
| PPG | F | 0.34% | |
| INCY | C | 0.34% | |
| F | C | 0.33% | |
| LDOS | C | 0.31% | |
| SKYW | B | 0.31% | |
| CAH | B | 0.31% | |
| COST | B | 0.3% | |
| RTX | C | 0.28% | |
| TMUS | B | 0.28% | |
| MEDP | D | 0.28% | |
| TROW | B | 0.28% | |
| WFC | A | 0.28% | |
| ADP | B | 0.26% | |
| AMGN | D | 0.25% | |
| UBER | D | 0.24% | |
| SYK | C | 0.24% | |
| LRCX | F | 0.24% | |
| CVS | D | 0.23% | |
| RSG | A | 0.23% | |
| MGM | D | 0.23% | |
| AMT | D | 0.21% | |
| SPGI | C | 0.21% | |
| GAP | C | 0.21% | |
| BIIB | F | 0.21% | |
| FTNT | C | 0.2% | |
| PEP | F | 0.19% | |
| MMM | D | 0.19% | |
| TPH | D | 0.18% | |
| SSNC | B | 0.18% | |
| CACI | D | 0.17% | |
| PSA | D | 0.17% | |
| LNW | D | 0.16% | |
| BBWI | D | 0.16% | |
| IDXX | F | 0.15% | |
| VST | B | 0.14% | |
| CLX | B | 0.14% | |
| ITW | B | 0.14% | |
| GL | B | 0.13% | |
| GEN | B | 0.13% | |
| KR | B | 0.12% | |
| BK | A | 0.12% | |
| AON | A | 0.12% | |
| NSC | B | 0.11% | |
| DASH | A | 0.11% | |
| LPLA | A | 0.11% | |
| UNM | A | 0.1% | |
| ED | D | 0.1% | |
| AME | A | 0.09% | |
| TWLO | A | 0.09% | |
| NRG | B | 0.09% | |
| DOCU | A | 0.09% | |
| LYFT | C | 0.08% | |
| CINF | A | 0.07% | |
| PLTK | B | 0.07% | |
| CRUS | D | 0.07% | |
| QRVO | F | 0.06% | |
| NBIX | C | 0.06% | |
| ANET | C | 0.06% | |
| ORCL | B | 0.04% | |
| VEEV | C | 0.04% | |
| TNL | A | 0.04% | |
| UTHR | C | 0.04% | |
| TOL | B | 0.02% | |
| CVX | A | 0.02% | |
| PEGA | A | 0.02% |
FBUF Underweight 57 Positions Relative to HAPY
| Symbol | Grade | Weight | |
|---|---|---|---|
| CBOE | B | -1.4% | |
| DE | A | -1.39% | |
| STLD | B | -1.39% | |
| NSA | D | -1.38% | |
| AEE | A | -1.38% | |
| EXC | C | -1.38% | |
| GGG | B | -1.37% | |
| COP | C | -1.37% | |
| NDAQ | A | -1.37% | |
| BKNG | A | -1.36% | |
| CMC | B | -1.36% | |
| LAMR | D | -1.36% | |
| SO | D | -1.36% | |
| RLI | B | -1.35% | |
| EWBC | A | -1.35% | |
| SMAR | A | -1.35% | |
| EXR | D | -1.35% | |
| CMI | A | -1.35% | |
| TXN | C | -1.35% | |
| PNFP | B | -1.35% | |
| SSB | B | -1.34% | |
| CPT | B | -1.34% | |
| CFR | B | -1.34% | |
| PSTG | D | -1.34% | |
| EVR | B | -1.34% | |
| PLD | D | -1.34% | |
| GWRE | A | -1.34% | |
| AMD | F | -1.34% | |
| ETSY | D | -1.33% | |
| SYF | B | -1.33% | |
| GEHC | F | -1.33% | |
| PHM | D | -1.33% | |
| INTC | D | -1.33% | |
| DOC | D | -1.32% | |
| RIG | D | -1.32% | |
| CABO | C | -1.32% | |
| FDS | B | -1.32% | |
| TRMB | B | -1.32% | |
| ADSK | A | -1.32% | |
| MMS | F | -1.31% | |
| ACGL | D | -1.31% | |
| DAL | C | -1.31% | |
| IOT | A | -1.31% | |
| SPSC | C | -1.31% | |
| DLB | B | -1.31% | |
| CDNS | B | -1.31% | |
| TER | D | -1.31% | |
| MDB | C | -1.3% | |
| SLAB | D | -1.3% | |
| S | B | -1.3% | |
| PCOR | B | -1.29% | |
| DV | C | -1.29% | |
| DAY | B | -1.29% | |
| SRPT | D | -1.28% | |
| CIEN | B | -1.28% | |
| LULU | C | -1.26% | |
| JNPR | F | -1.25% |
FBUF: Top Represented Industries & Keywords
HAPY: Top Represented Industries & Keywords
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