FBUF vs. JGRO ETF Comparison
Comparison of Fidelity Dynamic Buffered Equity ETF (FBUF) to JPMorgan Active Growth ETF (JGRO)
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
$27.24
Average Daily Volume
3,533
154
JGRO
JPMorgan Active Growth ETF
JGRO Description
JPMorgan Active Growth ETF is an exchange traded fund launched and managed by J.P. Morgan Investment Management Inc. It invests in public equity markets of the United States. It invests directly and through derivatives in stocks of companies operating across diversified sectors. The fund uses derivatives such as futures to create its portfolio. It invests in growth stocks of large-cap companies. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund employs proprietary research to create its portfolio. JPMorgan Active Growth ETF was formed on August 8, 2022 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$79.73
Average Daily Volume
263,801
103
Performance
| Period | FBUF | JGRO |
|---|---|---|
| 30 Days | 1.05% | 1.69% |
| 60 Days | 5.89% | 10.66% |
| 90 Days | 8.40% | 14.78% |
| 12 Months | 41.65% |
35 Overlapping Holdings
| Symbol | Grade | Weight in FBUF | Weight in JGRO | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 7.33% | 7.33% | 7.33% | |
| ABT | B | 0.65% | 0.26% | 0.26% | |
| ADBE | D | 0.93% | 0.04% | 0.04% | |
| AMZN | A | 3.67% | 6.13% | 3.67% | |
| ANET | B | 0.38% | 0.84% | 0.38% | |
| AVGO | B | 1.87% | 2.65% | 1.87% | |
| BRK.A | D | 2.15% | 0.49% | 0.49% | |
| CMG | D | 0.48% | 0.13% | 0.13% | |
| CRM | B | 1.09% | 0.07% | 0.07% | |
| DASH | B | 0.1% | 0.96% | 0.1% | |
| EOG | F | 0.27% | 0.35% | 0.27% | |
| ETN | B | 0.15% | 0.49% | 0.15% | |
| GOOG | B | 1.88% | 4.65% | 1.88% | |
| GRMN | A | 0.43% | 0.41% | 0.41% | |
| HD | B | 1.29% | 0.54% | 0.54% | |
| KO | D | 0.02% | 0.61% | 0.02% | |
| LLY | F | 0.88% | 3.67% | 0.88% | |
| LRCX | F | 0.12% | 0.45% | 0.12% | |
| MA | B | 1.35% | 2.72% | 1.35% | |
| META | B | 3.02% | 5.65% | 3.02% | |
| MMM | D | 0.19% | 0.74% | 0.19% | |
| MSFT | D | 5.7% | 7.66% | 5.7% | |
| NFLX | A | 1.19% | 2.14% | 1.19% | |
| NOW | A | 0.48% | 0.95% | 0.48% | |
| NVDA | B | 7.27% | 10.23% | 7.27% | |
| ORCL | B | 0.04% | 1.64% | 0.04% | |
| PGR | D | 0.65% | 0.5% | 0.5% | |
| PYPL | B | 0.67% | 0.31% | 0.31% | |
| SQ | C | 0.54% | 0.05% | 0.05% | |
| TJX | D | 0.69% | 0.61% | 0.61% | |
| TMO | D | 0.87% | 0.49% | 0.49% | |
| TSLA | B | 0.87% | 1.07% | 0.87% | |
| TT | B | 0.63% | 1.06% | 0.63% | |
| UBER | C | 0.47% | 0.95% | 0.47% | |
| UNH | D | 0.56% | 0.26% | 0.26% |
FBUF Overweight 119 Positions Relative to JGRO
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | B | 2.03% | |
| JPM | B | 1.8% | |
| XOM | B | 1.52% | |
| ABBV | B | 1.14% | |
| BAC | B | 1.08% | |
| PM | A | 0.95% | |
| QCOM | F | 0.87% | |
| CMCSA | B | 0.87% | |
| WMT | A | 0.81% | |
| MRK | F | 0.8% | |
| CSCO | A | 0.79% | |
| PG | D | 0.79% | |
| JNJ | D | 0.77% | |
| GILD | A | 0.77% | |
| UNP | D | 0.76% | |
| BMY | A | 0.75% | |
| AMAT | F | 0.74% | |
| LMT | D | 0.71% | |
| SCHW | B | 0.7% | |
| T | B | 0.7% | |
| MU | C | 0.69% | |
| C | B | 0.68% | |
| NEE | D | 0.68% | |
| CAT | B | 0.65% | |
| CI | D | 0.63% | |
| CTAS | B | 0.63% | |
| BDX | D | 0.62% | |
| V | A | 0.61% | |
| NOC | D | 0.61% | |
| ECL | D | 0.6% | |
| KLAC | F | 0.59% | |
| CSX | D | 0.56% | |
| ZM | A | 0.55% | |
| CL | D | 0.55% | |
| EXEL | A | 0.55% | |
| DBX | B | 0.54% | |
| MMC | D | 0.53% | |
| DVN | F | 0.53% | |
| ZBRA | B | 0.53% | |
| SEIC | A | 0.53% | |
| IGT | F | 0.5% | |
| CVNA | B | 0.5% | |
| GE | D | 0.48% | |
| PFE | D | 0.48% | |
| CAH | C | 0.47% | |
| TXT | D | 0.45% | |
| CME | B | 0.44% | |
| AXP | B | 0.42% | |
| MSI | B | 0.41% | |
| ANF | F | 0.41% | |
| TDC | D | 0.41% | |
| WM | B | 0.41% | |
| SPG | A | 0.41% | |
| VZ | D | 0.39% | |
| HWM | B | 0.38% | |
| SPGI | D | 0.37% | |
| SSNC | D | 0.37% | |
| MEDP | F | 0.36% | |
| LDOS | A | 0.36% | |
| NUE | F | 0.36% | |
| INCY | A | 0.35% | |
| PPG | F | 0.35% | |
| PCAR | B | 0.35% | |
| DIS | C | 0.34% | |
| CINF | B | 0.31% | |
| F | F | 0.3% | |
| AMGN | D | 0.29% | |
| SKYW | A | 0.29% | |
| COST | C | 0.29% | |
| RTX | C | 0.28% | |
| TROW | B | 0.26% | |
| MSCI | B | 0.26% | |
| TRV | B | 0.25% | |
| BIIB | F | 0.24% | |
| SYK | A | 0.23% | |
| CVS | F | 0.23% | |
| GAP | C | 0.21% | |
| CACI | A | 0.21% | |
| PEP | F | 0.2% | |
| NBIX | D | 0.19% | |
| ALRM | D | 0.18% | |
| TPH | D | 0.18% | |
| CRUS | F | 0.17% | |
| LNW | D | 0.16% | |
| PSA | D | 0.16% | |
| MGM | D | 0.15% | |
| BBWI | D | 0.15% | |
| ALLE | D | 0.15% | |
| CLX | C | 0.14% | |
| ITW | A | 0.14% | |
| GL | C | 0.13% | |
| GEN | B | 0.13% | |
| XEL | B | 0.13% | |
| BK | A | 0.12% | |
| KR | A | 0.12% | |
| AON | B | 0.12% | |
| LHX | B | 0.11% | |
| VST | C | 0.11% | |
| PEGA | A | 0.1% | |
| WTW | A | 0.1% | |
| LPLA | B | 0.1% | |
| ED | D | 0.1% | |
| AMT | D | 0.09% | |
| NRG | B | 0.09% | |
| DOCU | A | 0.09% | |
| UNM | A | 0.09% | |
| NSC | B | 0.09% | |
| TWLO | A | 0.08% | |
| LYFT | C | 0.07% | |
| PLTK | B | 0.07% | |
| TMUS | B | 0.07% | |
| EQH | B | 0.05% | |
| UTHR | A | 0.05% | |
| TNL | A | 0.04% | |
| VEEV | C | 0.04% | |
| OGE | A | 0.03% | |
| TOL | C | 0.02% | |
| CVX | B | 0.02% | |
| IDXX | F | 0.02% |
FBUF Underweight 68 Positions Relative to JGRO
| Symbol | Grade | Weight | |
|---|---|---|---|
| ISRG | A | -1.85% | |
| BX | B | -1.17% | |
| KKR | B | -1.09% | |
| PWR | A | -1.05% | |
| INTU | D | -1.05% | |
| REGN | F | -1.02% | |
| PANW | B | -0.97% | |
| BKNG | A | -0.91% | |
| DHI | D | -0.88% | |
| GS | B | -0.87% | |
| TSM | B | -0.78% | |
| TTD | B | -0.77% | |
| TDG | B | -0.63% | |
| VRT | B | -0.63% | |
| SNPS | C | -0.59% | |
| MCK | D | -0.59% | |
| HUBS | B | -0.57% | |
| SBUX | B | -0.54% | |
| MCO | D | -0.51% | |
| SPOT | B | -0.5% | |
| IBKR | A | -0.49% | |
| IBM | D | -0.47% | |
| FTI | B | -0.47% | |
| MELI | C | -0.46% | |
| AME | A | -0.45% | |
| ITT | B | -0.44% | |
| MCD | D | -0.44% | |
| BAH | A | -0.43% | |
| CPRT | D | -0.42% | |
| IR | B | -0.41% | |
| NTRA | C | -0.4% | |
| TTWO | B | -0.34% | |
| HUBB | B | -0.33% | |
| ENTG | F | -0.33% | |
| GWW | A | -0.33% | |
| ALNY | C | -0.33% | |
| FICO | B | -0.33% | |
| AZO | D | -0.33% | |
| STZ | F | -0.3% | |
| TER | F | -0.29% | |
| APH | A | -0.29% | |
| AMD | F | -0.26% | |
| MDB | F | -0.24% | |
| EXP | B | -0.23% | |
| ITCI | A | -0.23% | |
| ELF | F | -0.22% | |
| HLT | B | -0.22% | |
| ON | D | -0.21% | |
| POOL | B | -0.21% | |
| CRWD | C | -0.21% | |
| COP | D | -0.19% | |
| MTD | D | -0.18% | |
| SAIA | B | -0.18% | |
| JBHT | B | -0.16% | |
| TEAM | B | -0.16% | |
| EXAS | B | -0.16% | |
| IQV | F | -0.16% | |
| BABA | B | -0.14% | |
| SNOW | C | -0.14% | |
| AL | C | -0.14% | |
| SHOP | B | -0.12% | |
| LNG | A | -0.08% | |
| EW | D | -0.08% | |
| CELH | F | -0.08% | |
| FCX | B | -0.08% | |
| MNST | B | -0.06% | |
| ASML | F | -0.05% | |
| ABNB | C | -0.02% |
FBUF: Top Represented Industries & Keywords
JGRO: Top Represented Industries & Keywords
Compare ETFs
