FBUF vs. HLGE ETF Comparison
Comparison of Fidelity Dynamic Buffered Equity ETF (FBUF) to Hartford Longevity Economy ETF (HLGE)
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
HLGE
Hartford Longevity Economy ETF
HLGE Description
The Fund seeks to provide investment results that, before fees and expenses, correspond to the total return performance of an Index, which is designed to generate attractive risk-adjusted returns by investing in companies that comprise industries that reflect certain themes that are expected to benefit from the growth of the aging population and the substantial buying power it represents.Grade (RS Rating)
Last Trade
$32.68
Average Daily Volume
469
Number of Holdings
*
339
* may have additional holdings in another (foreign) market
Performance
| Period | FBUF | HLGE |
|---|---|---|
| 30 Days | 3.10% | 3.61% |
| 60 Days | 4.70% | 3.94% |
| 90 Days | 6.08% | 5.95% |
| 12 Months | 29.57% |
77 Overlapping Holdings
| Symbol | Grade | Weight in FBUF | Weight in HLGE | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 7.34% | 0.82% | 0.82% | |
| ABBV | D | 0.91% | 0.33% | 0.33% | |
| ABT | B | 0.63% | 0.33% | 0.33% | |
| ADBE | C | 0.94% | 0.14% | 0.14% | |
| AMGN | D | 0.25% | 0.3% | 0.25% | |
| AMZN | C | 3.84% | 1.05% | 1.05% | |
| AVGO | D | 1.62% | 0.53% | 0.53% | |
| AXP | A | 0.43% | 0.27% | 0.27% | |
| BAC | A | 1.18% | 0.38% | 0.38% | |
| BDX | F | 0.58% | 0.13% | 0.13% | |
| BK | A | 0.12% | 0.52% | 0.12% | |
| BMY | B | 0.74% | 0.35% | 0.35% | |
| BRK.A | B | 2.2% | 0.44% | 0.44% | |
| C | A | 0.72% | 0.44% | 0.44% | |
| CAH | B | 0.31% | 0.06% | 0.06% | |
| CI | F | 0.63% | 0.35% | 0.35% | |
| CINF | A | 0.07% | 0.21% | 0.07% | |
| CL | D | 0.55% | 0.67% | 0.55% | |
| CMCSA | B | 0.84% | 0.54% | 0.54% | |
| COST | B | 0.3% | 0.51% | 0.3% | |
| CRUS | D | 0.07% | 0.57% | 0.07% | |
| CVS | D | 0.23% | 0.01% | 0.01% | |
| DIS | B | 0.65% | 0.04% | 0.04% | |
| DOCU | A | 0.09% | 0.07% | 0.07% | |
| ED | D | 0.1% | 0.1% | 0.1% | |
| EXEL | B | 0.43% | 0.25% | 0.25% | |
| F | C | 0.33% | 0.08% | 0.08% | |
| FTNT | C | 0.2% | 0.72% | 0.2% | |
| GEN | B | 0.13% | 0.41% | 0.13% | |
| GILD | C | 0.74% | 0.54% | 0.54% | |
| GOOGL | C | 2.04% | 1.03% | 1.03% | |
| GRMN | B | 0.44% | 0.28% | 0.28% | |
| HD | A | 1.32% | 0.67% | 0.67% | |
| IDXX | F | 0.15% | 0.08% | 0.08% | |
| INCY | C | 0.34% | 0.24% | 0.24% | |
| INTU | C | 0.12% | 0.33% | 0.12% | |
| JNJ | D | 0.73% | 0.73% | 0.73% | |
| JPM | A | 1.93% | 0.36% | 0.36% | |
| KR | B | 0.12% | 0.54% | 0.12% | |
| LHX | C | 0.21% | 0.11% | 0.11% | |
| LLY | F | 0.76% | 0.52% | 0.52% | |
| LMT | D | 0.71% | 0.54% | 0.54% | |
| META | D | 2.89% | 1.06% | 1.06% | |
| MMM | D | 0.19% | 0.02% | 0.02% | |
| MRK | F | 0.96% | 0.46% | 0.46% | |
| MSFT | F | 5.66% | 0.83% | 0.83% | |
| MU | D | 0.5% | 0.38% | 0.38% | |
| NFLX | A | 1.28% | 0.6% | 0.6% | |
| NOC | D | 0.6% | 0.17% | 0.17% | |
| NOW | A | 0.5% | 0.88% | 0.5% | |
| NRG | B | 0.09% | 0.04% | 0.04% | |
| NVDA | C | 7.37% | 1.17% | 1.17% | |
| ORCL | B | 0.04% | 1.03% | 0.04% | |
| PEP | F | 0.19% | 0.33% | 0.19% | |
| PFE | D | 0.41% | 0.21% | 0.21% | |
| PG | A | 0.8% | 0.32% | 0.32% | |
| PGR | A | 0.67% | 0.2% | 0.2% | |
| QCOM | F | 0.85% | 0.89% | 0.85% | |
| QRVO | F | 0.06% | 0.16% | 0.06% | |
| RTX | C | 0.28% | 0.32% | 0.28% | |
| SPG | B | 0.44% | 0.18% | 0.18% | |
| SPGI | C | 0.21% | 0.14% | 0.14% | |
| SYK | C | 0.24% | 0.4% | 0.24% | |
| T | A | 0.71% | 0.5% | 0.5% | |
| TDC | D | 0.35% | 0.15% | 0.15% | |
| TJX | A | 0.72% | 0.63% | 0.63% | |
| TMO | F | 0.38% | 0.33% | 0.33% | |
| TMUS | B | 0.28% | 0.7% | 0.28% | |
| TNL | A | 0.04% | 0.02% | 0.02% | |
| TROW | B | 0.28% | 0.13% | 0.13% | |
| UBER | D | 0.24% | 0.34% | 0.24% | |
| UNH | C | 0.57% | 0.57% | 0.57% | |
| UNM | A | 0.1% | 0.09% | 0.09% | |
| UTHR | C | 0.04% | 0.3% | 0.04% | |
| VEEV | C | 0.04% | 0.1% | 0.04% | |
| WFC | A | 0.28% | 0.39% | 0.28% | |
| WMT | A | 0.82% | 0.82% | 0.82% |
FBUF Overweight 78 Positions Relative to HLGE
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOG | C | 1.89% | |
| XOM | B | 1.56% | |
| MA | C | 1.36% | |
| TSLA | B | 1.27% | |
| CRM | B | 1.16% | |
| PM | B | 0.94% | |
| NEE | D | 0.82% | |
| CSCO | B | 0.8% | |
| SCHW | B | 0.79% | |
| UNP | C | 0.75% | |
| PYPL | B | 0.72% | |
| TT | A | 0.68% | |
| AMAT | F | 0.67% | |
| V | A | 0.65% | |
| CTAS | B | 0.65% | |
| ECL | D | 0.63% | |
| KLAC | D | 0.61% | |
| SQ | B | 0.6% | |
| SEIC | B | 0.54% | |
| MMC | B | 0.53% | |
| ZM | B | 0.53% | |
| CAT | B | 0.53% | |
| DBX | B | 0.52% | |
| ZBRA | B | 0.52% | |
| CVNA | B | 0.52% | |
| DVN | F | 0.52% | |
| TXT | D | 0.5% | |
| CSX | B | 0.49% | |
| GE | D | 0.48% | |
| EOG | A | 0.48% | |
| CMG | B | 0.47% | |
| IGT | F | 0.46% | |
| CME | A | 0.44% | |
| MSI | B | 0.43% | |
| WM | A | 0.41% | |
| HWM | A | 0.38% | |
| ALLE | D | 0.38% | |
| PCAR | B | 0.37% | |
| NUE | C | 0.36% | |
| ANF | C | 0.35% | |
| ALRM | C | 0.34% | |
| PPG | F | 0.34% | |
| LDOS | C | 0.31% | |
| SKYW | B | 0.31% | |
| MEDP | D | 0.28% | |
| TRV | B | 0.26% | |
| ADP | B | 0.26% | |
| MSCI | C | 0.26% | |
| LRCX | F | 0.24% | |
| RSG | A | 0.23% | |
| MGM | D | 0.23% | |
| AMT | D | 0.21% | |
| GAP | C | 0.21% | |
| BIIB | F | 0.21% | |
| TPH | D | 0.18% | |
| SSNC | B | 0.18% | |
| CACI | D | 0.17% | |
| PSA | D | 0.17% | |
| LNW | D | 0.16% | |
| BBWI | D | 0.16% | |
| OXY | D | 0.15% | |
| VST | B | 0.14% | |
| CLX | B | 0.14% | |
| ITW | B | 0.14% | |
| GL | B | 0.13% | |
| AON | A | 0.12% | |
| NSC | B | 0.11% | |
| DASH | A | 0.11% | |
| LPLA | A | 0.11% | |
| AME | A | 0.09% | |
| TWLO | A | 0.09% | |
| LYFT | C | 0.08% | |
| PLTK | B | 0.07% | |
| NBIX | C | 0.06% | |
| ANET | C | 0.06% | |
| TOL | B | 0.02% | |
| CVX | A | 0.02% | |
| PEGA | A | 0.02% |
FBUF Underweight 262 Positions Relative to HLGE
| Symbol | Grade | Weight | |
|---|---|---|---|
| CARG | C | -1.18% | |
| EBAY | D | -1.01% | |
| DELL | C | -0.94% | |
| CARS | B | -0.94% | |
| TXN | C | -0.92% | |
| HPE | B | -0.89% | |
| CVLT | B | -0.89% | |
| YELP | C | -0.86% | |
| NXPI | D | -0.83% | |
| HPQ | B | -0.82% | |
| FICO | B | -0.81% | |
| PSTG | D | -0.79% | |
| STX | D | -0.79% | |
| NTAP | C | -0.79% | |
| JWN | C | -0.76% | |
| DDS | B | -0.75% | |
| WDC | D | -0.74% | |
| GM | B | -0.74% | |
| BKNG | A | -0.74% | |
| LOW | D | -0.73% | |
| VRTX | F | -0.68% | |
| MCK | B | -0.68% | |
| DLB | B | -0.66% | |
| PRGS | A | -0.66% | |
| MCHP | D | -0.6% | |
| ADI | D | -0.6% | |
| MTCH | D | -0.6% | |
| TRIP | F | -0.57% | |
| AXNX | C | -0.57% | |
| PI | D | -0.56% | |
| ELV | F | -0.53% | |
| OLED | D | -0.53% | |
| GS | A | -0.53% | |
| M | D | -0.53% | |
| MTD | D | -0.53% | |
| BSX | B | -0.52% | |
| PANW | C | -0.52% | |
| CORT | B | -0.49% | |
| PINS | D | -0.49% | |
| MPWR | F | -0.48% | |
| EA | A | -0.47% | |
| MS | A | -0.44% | |
| REGN | F | -0.43% | |
| AMED | F | -0.43% | |
| MTB | A | -0.43% | |
| SNAP | C | -0.42% | |
| KO | D | -0.41% | |
| ZTS | D | -0.41% | |
| ACI | C | -0.41% | |
| PNC | B | -0.41% | |
| OLLI | D | -0.41% | |
| MCO | B | -0.4% | |
| VRNS | D | -0.39% | |
| HCA | F | -0.39% | |
| QLYS | C | -0.38% | |
| FITB | A | -0.37% | |
| TGT | F | -0.37% | |
| IAC | D | -0.36% | |
| CALM | A | -0.36% | |
| SWKS | F | -0.36% | |
| CRWD | B | -0.35% | |
| A | D | -0.35% | |
| ISRG | A | -0.35% | |
| GD | F | -0.35% | |
| IRM | D | -0.35% | |
| ON | D | -0.34% | |
| CW | B | -0.34% | |
| VZ | C | -0.34% | |
| MTSI | B | -0.34% | |
| XRX | F | -0.33% | |
| SO | D | -0.32% | |
| DIOD | D | -0.32% | |
| DUK | C | -0.31% | |
| STT | A | -0.31% | |
| EDR | A | -0.31% | |
| KMB | D | -0.3% | |
| WELL | A | -0.3% | |
| NVR | D | -0.3% | |
| RF | A | -0.29% | |
| HEI | B | -0.28% | |
| MCRI | A | -0.28% | |
| CDNS | B | -0.28% | |
| YUM | B | -0.28% | |
| ETR | B | -0.28% | |
| MDT | D | -0.28% | |
| HBAN | A | -0.28% | |
| ADSK | A | -0.28% | |
| USB | A | -0.28% | |
| SYY | B | -0.27% | |
| GDDY | A | -0.27% | |
| PRU | A | -0.27% | |
| SMTC | B | -0.26% | |
| PTC | A | -0.26% | |
| KTB | B | -0.26% | |
| RCL | A | -0.25% | |
| PEG | A | -0.25% | |
| OGN | D | -0.25% | |
| SYF | B | -0.25% | |
| HUM | C | -0.25% | |
| TENB | C | -0.24% | |
| SNPS | B | -0.24% | |
| JHG | A | -0.24% | |
| MSGS | A | -0.24% | |
| CB | C | -0.24% | |
| COLL | F | -0.24% | |
| COR | B | -0.24% | |
| WMK | C | -0.23% | |
| ZUO | B | -0.23% | |
| INTC | D | -0.23% | |
| HON | B | -0.23% | |
| PHM | D | -0.23% | |
| RMD | C | -0.22% | |
| POWI | D | -0.22% | |
| NYT | C | -0.22% | |
| PPL | B | -0.21% | |
| ITCI | C | -0.21% | |
| TDG | D | -0.21% | |
| LRN | A | -0.21% | |
| PRG | C | -0.21% | |
| HLT | A | -0.21% | |
| TYL | B | -0.21% | |
| EHC | B | -0.21% | |
| BJ | A | -0.2% | |
| SMCI | F | -0.2% | |
| LAMR | D | -0.2% | |
| HRB | D | -0.2% | |
| CNC | D | -0.2% | |
| WAT | B | -0.2% | |
| ACIW | B | -0.2% | |
| TSCO | D | -0.19% | |
| COF | B | -0.19% | |
| CRDO | B | -0.19% | |
| BOX | B | -0.18% | |
| ZETA | D | -0.18% | |
| FCNCA | A | -0.18% | |
| KVUE | A | -0.18% | |
| APP | B | -0.18% | |
| BLK | C | -0.18% | |
| AVB | B | -0.18% | |
| ROST | C | -0.17% | |
| HSY | F | -0.17% | |
| PSMT | C | -0.17% | |
| DGX | A | -0.16% | |
| ANSS | B | -0.16% | |
| FSLR | F | -0.16% | |
| LOPE | B | -0.16% | |
| ADUS | D | -0.16% | |
| APPN | B | -0.16% | |
| CRVL | A | -0.16% | |
| UPBD | B | -0.16% | |
| AMD | F | -0.16% | |
| CHE | D | -0.16% | |
| IMKTA | C | -0.16% | |
| VICI | C | -0.15% | |
| KSS | F | -0.15% | |
| SFM | A | -0.15% | |
| DHR | F | -0.15% | |
| AMP | A | -0.15% | |
| AFL | B | -0.15% | |
| MMSI | B | -0.15% | |
| ORI | A | -0.14% | |
| FOXA | B | -0.14% | |
| NHI | D | -0.14% | |
| PDCO | D | -0.14% | |
| FLO | D | -0.14% | |
| WGO | C | -0.14% | |
| ALKT | B | -0.14% | |
| FE | C | -0.14% | |
| EQR | B | -0.13% | |
| SF | B | -0.13% | |
| SHOO | D | -0.13% | |
| AGYS | A | -0.13% | |
| CHD | B | -0.13% | |
| RJF | A | -0.13% | |
| AEP | D | -0.13% | |
| TFC | A | -0.13% | |
| WSM | B | -0.12% | |
| BKE | B | -0.12% | |
| SHO | C | -0.12% | |
| JXN | C | -0.12% | |
| EQH | B | -0.12% | |
| ICE | C | -0.11% | |
| LZB | B | -0.11% | |
| AVT | C | -0.11% | |
| MOG.A | B | -0.11% | |
| JEF | A | -0.11% | |
| ZBH | C | -0.11% | |
| HOLX | D | -0.11% | |
| PJT | A | -0.1% | |
| EIX | B | -0.1% | |
| HIMS | B | -0.1% | |
| DHI | D | -0.1% | |
| BBY | D | -0.1% | |
| KLG | C | -0.09% | |
| ETSY | D | -0.09% | |
| COKE | C | -0.09% | |
| O | D | -0.08% | |
| CHTR | C | -0.08% | |
| SRE | A | -0.08% | |
| THO | B | -0.08% | |
| DTE | C | -0.08% | |
| GIS | D | -0.08% | |
| VTRS | A | -0.08% | |
| MET | A | -0.08% | |
| DFIN | D | -0.08% | |
| GOLF | B | -0.08% | |
| VTR | C | -0.08% | |
| ROP | B | -0.08% | |
| PINC | B | -0.07% | |
| VRSN | F | -0.07% | |
| FTDR | A | -0.07% | |
| BPOP | B | -0.07% | |
| DOCS | C | -0.07% | |
| ACGL | D | -0.06% | |
| AXS | A | -0.06% | |
| PRDO | B | -0.06% | |
| CPRX | C | -0.06% | |
| AIG | B | -0.06% | |
| NWL | B | -0.06% | |
| VSTO | A | -0.06% | |
| AEE | A | -0.06% | |
| ABNB | C | -0.06% | |
| EVR | B | -0.06% | |
| OFG | B | -0.06% | |
| ZS | C | -0.05% | |
| FHI | A | -0.05% | |
| LMAT | A | -0.05% | |
| LNTH | D | -0.05% | |
| WBA | F | -0.05% | |
| EPC | D | -0.05% | |
| WEC | A | -0.04% | |
| MDLZ | F | -0.04% | |
| VCTR | B | -0.04% | |
| CBRE | B | -0.04% | |
| PBH | A | -0.04% | |
| MRVL | B | -0.04% | |
| APO | B | -0.04% | |
| MKL | A | -0.04% | |
| WOR | F | -0.04% | |
| CASY | A | -0.04% | |
| STE | F | -0.04% | |
| HLI | B | -0.04% | |
| LTC | B | -0.03% | |
| PFBC | B | -0.03% | |
| CTRE | D | -0.03% | |
| SNEX | B | -0.03% | |
| CNK | B | -0.03% | |
| BRBR | A | -0.03% | |
| MORN | B | -0.03% | |
| LYV | A | -0.03% | |
| MCD | D | -0.03% | |
| MANH | D | -0.03% | |
| CFG | B | -0.03% | |
| BCO | D | -0.03% | |
| COLM | B | -0.02% | |
| CASH | A | -0.02% | |
| WHR | B | -0.02% | |
| ALL | A | -0.02% | |
| ANIP | F | -0.01% | |
| UE | C | -0.01% | |
| AMG | B | -0.01% | |
| PIPR | B | -0.01% |
FBUF: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Semiconductors
Aerospace & Defense
Apparel Stores
Banks - Global
Biotechnology
Capital Markets
Credit Services
Diversified Industrials
Software - Infrastructure
Telecom Services
Asset Management
Communication Equipment
Diagnostics & Research
Health Care Plans
Household & Personal Products
Insurance - Property & Casualty
Internet Content & Information
Oil & Gas E&P
HLGE: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Asset Management
Banks - Regional - US
Capital Markets
Internet Content & Information
Software - Infrastructure
Utilities - Regulated Electric
Biotechnology
Diagnostics & Research
Drug Manufacturers - Major
Aerospace & Defense
Household & Personal Products
Medical Instruments & Supplies
Specialty Retail
Grocery Stores
Health Care Plans
Insurance - Property & Casualty
Medical Devices
Data Storage
Compare ETFs
