FBUF vs. REVS ETF Comparison
Comparison of Fidelity Dynamic Buffered Equity ETF (FBUF) to Columbia Research Enhanced Value ETF (REVS)
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
REVS
Columbia Research Enhanced Value ETF
REVS Description
The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Value Index. The fund invests at least 80% of its assets in the securities of the index. The index reflects a rules-based strategic beta approach to investing in the companies that comprise the Russell 1000® Value Index, designed to achieve stronger total return when compared to the Russell 1000® Value Index, which is a broad measure of the performance of U.S. large- and mid-cap value companies.Grade (RS Rating)
Last Trade
$26.74
Average Daily Volume
10,423
Number of Holdings
*
304
* may have additional holdings in another (foreign) market
Performance
| Period | FBUF | REVS |
|---|---|---|
| 30 Days | 3.10% | 4.40% |
| 60 Days | 4.70% | 6.20% |
| 90 Days | 6.08% | 7.64% |
| 12 Months | 31.68% |
66 Overlapping Holdings
| Symbol | Grade | Weight in FBUF | Weight in REVS | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 0.91% | 0.65% | 0.65% | |
| ADP | B | 0.26% | 0.1% | 0.1% | |
| AMAT | F | 0.67% | 0.17% | 0.17% | |
| AMGN | D | 0.25% | 0.13% | 0.13% | |
| BAC | A | 1.18% | 2.95% | 1.18% | |
| BIIB | F | 0.21% | 0.09% | 0.09% | |
| BK | A | 0.12% | 0.54% | 0.12% | |
| BMY | B | 0.74% | 1.45% | 0.74% | |
| C | A | 0.72% | 1.23% | 0.72% | |
| CACI | D | 0.17% | 0.11% | 0.11% | |
| CAH | B | 0.31% | 0.15% | 0.15% | |
| CAT | B | 0.53% | 1.74% | 0.53% | |
| CI | F | 0.63% | 1.03% | 0.63% | |
| CL | D | 0.55% | 0.42% | 0.42% | |
| CMCSA | B | 0.84% | 1.09% | 0.84% | |
| CME | A | 0.44% | 0.78% | 0.44% | |
| CRM | B | 1.16% | 0.68% | 0.68% | |
| CRUS | D | 0.07% | 0.08% | 0.07% | |
| CSCO | B | 0.8% | 3.43% | 0.8% | |
| CSX | B | 0.49% | 0.73% | 0.49% | |
| CTAS | B | 0.65% | 0.04% | 0.04% | |
| CVNA | B | 0.52% | 0.2% | 0.2% | |
| CVX | A | 0.02% | 1.61% | 0.02% | |
| DBX | B | 0.52% | 0.06% | 0.06% | |
| DIS | B | 0.65% | 1.41% | 0.65% | |
| EOG | A | 0.48% | 0.45% | 0.45% | |
| EXEL | B | 0.43% | 0.01% | 0.01% | |
| FTNT | C | 0.2% | 0.16% | 0.16% | |
| GAP | C | 0.21% | 0.05% | 0.05% | |
| GEN | B | 0.13% | 0.23% | 0.13% | |
| GILD | C | 0.74% | 0.41% | 0.41% | |
| GL | B | 0.13% | 0.09% | 0.09% | |
| INCY | C | 0.34% | 0.04% | 0.04% | |
| JNJ | D | 0.73% | 4.62% | 0.73% | |
| JPM | A | 1.93% | 5.41% | 1.93% | |
| KR | B | 0.12% | 0.46% | 0.12% | |
| LDOS | C | 0.31% | 0.24% | 0.24% | |
| LMT | D | 0.71% | 0.84% | 0.71% | |
| MGM | D | 0.23% | 0.1% | 0.1% | |
| MMC | B | 0.53% | 0.88% | 0.53% | |
| MMM | D | 0.19% | 0.62% | 0.19% | |
| MSI | B | 0.43% | 0.63% | 0.43% | |
| NUE | C | 0.36% | 0.5% | 0.36% | |
| OXY | D | 0.15% | 0.2% | 0.15% | |
| PCAR | B | 0.37% | 0.62% | 0.37% | |
| PLTK | B | 0.07% | 0.0% | 0.0% | |
| PM | B | 0.94% | 2.49% | 0.94% | |
| PPG | F | 0.34% | 0.4% | 0.34% | |
| QCOM | F | 0.85% | 0.16% | 0.16% | |
| QRVO | F | 0.06% | 0.09% | 0.06% | |
| SEIC | B | 0.54% | 0.07% | 0.07% | |
| SPG | B | 0.44% | 0.57% | 0.44% | |
| SSNC | B | 0.18% | 0.17% | 0.17% | |
| T | A | 0.71% | 1.09% | 0.71% | |
| TJX | A | 0.72% | 0.65% | 0.65% | |
| TNL | A | 0.04% | 0.04% | 0.04% | |
| TOL | B | 0.02% | 0.18% | 0.02% | |
| TROW | B | 0.28% | 0.24% | 0.24% | |
| TT | A | 0.68% | 0.67% | 0.67% | |
| TWLO | A | 0.09% | 0.2% | 0.09% | |
| UNM | A | 0.1% | 0.12% | 0.1% | |
| UNP | C | 0.75% | 0.8% | 0.75% | |
| UTHR | C | 0.04% | 0.06% | 0.04% | |
| WFC | A | 0.28% | 2.44% | 0.28% | |
| XOM | B | 1.56% | 3.14% | 1.56% | |
| ZM | B | 0.53% | 0.31% | 0.31% |
FBUF Overweight 89 Positions Relative to REVS
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 7.37% | |
| AAPL | C | 7.34% | |
| MSFT | F | 5.66% | |
| AMZN | C | 3.84% | |
| META | D | 2.89% | |
| BRK.A | B | 2.2% | |
| GOOGL | C | 2.04% | |
| GOOG | C | 1.89% | |
| AVGO | D | 1.62% | |
| MA | C | 1.36% | |
| HD | A | 1.32% | |
| NFLX | A | 1.28% | |
| TSLA | B | 1.27% | |
| MRK | F | 0.96% | |
| ADBE | C | 0.94% | |
| WMT | A | 0.82% | |
| NEE | D | 0.82% | |
| PG | A | 0.8% | |
| SCHW | B | 0.79% | |
| LLY | F | 0.76% | |
| PYPL | B | 0.72% | |
| PGR | A | 0.67% | |
| V | A | 0.65% | |
| ECL | D | 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% | |
| ZBRA | B | 0.52% | |
| DVN | F | 0.52% | |
| MU | D | 0.5% | |
| NOW | A | 0.5% | |
| TXT | D | 0.5% | |
| GE | D | 0.48% | |
| CMG | B | 0.47% | |
| IGT | F | 0.46% | |
| GRMN | B | 0.44% | |
| AXP | A | 0.43% | |
| WM | A | 0.41% | |
| PFE | D | 0.41% | |
| TMO | F | 0.38% | |
| HWM | A | 0.38% | |
| ALLE | D | 0.38% | |
| ANF | C | 0.35% | |
| TDC | D | 0.35% | |
| ALRM | C | 0.34% | |
| F | C | 0.33% | |
| SKYW | B | 0.31% | |
| COST | B | 0.3% | |
| RTX | C | 0.28% | |
| TMUS | B | 0.28% | |
| MEDP | D | 0.28% | |
| TRV | B | 0.26% | |
| MSCI | C | 0.26% | |
| UBER | D | 0.24% | |
| SYK | C | 0.24% | |
| LRCX | F | 0.24% | |
| CVS | D | 0.23% | |
| RSG | A | 0.23% | |
| AMT | D | 0.21% | |
| LHX | C | 0.21% | |
| SPGI | C | 0.21% | |
| PEP | F | 0.19% | |
| TPH | D | 0.18% | |
| 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% | |
| INTU | C | 0.12% | |
| AON | A | 0.12% | |
| NSC | B | 0.11% | |
| DASH | A | 0.11% | |
| LPLA | A | 0.11% | |
| ED | D | 0.1% | |
| AME | A | 0.09% | |
| NRG | B | 0.09% | |
| DOCU | A | 0.09% | |
| LYFT | C | 0.08% | |
| CINF | A | 0.07% | |
| NBIX | C | 0.06% | |
| ANET | C | 0.06% | |
| ORCL | B | 0.04% | |
| VEEV | C | 0.04% | |
| PEGA | A | 0.02% |
FBUF Underweight 238 Positions Relative to REVS
| Symbol | Grade | Weight | |
|---|---|---|---|
| BLK | C | -1.4% | |
| MDT | D | -1.34% | |
| MO | A | -1.16% | |
| EQIX | A | -1.08% | |
| UPS | C | -1.05% | |
| PCG | A | -0.76% | |
| FDX | B | -0.7% | |
| TGT | F | -0.67% | |
| EXC | C | -0.65% | |
| XEL | A | -0.65% | |
| HCA | F | -0.6% | |
| MCK | B | -0.58% | |
| DHI | D | -0.57% | |
| EIX | B | -0.55% | |
| CMI | A | -0.54% | |
| ETR | B | -0.54% | |
| DELL | C | -0.47% | |
| LEN | D | -0.47% | |
| DAL | C | -0.45% | |
| MET | A | -0.45% | |
| OTIS | C | -0.44% | |
| GIS | D | -0.43% | |
| SW | A | -0.42% | |
| HPE | B | -0.42% | |
| DTE | C | -0.42% | |
| ALL | A | -0.41% | |
| PRU | A | -0.41% | |
| ROST | C | -0.41% | |
| AEE | A | -0.41% | |
| CSGP | D | -0.4% | |
| HPQ | B | -0.4% | |
| CNC | D | -0.39% | |
| WAB | B | -0.37% | |
| HLT | A | -0.36% | |
| EBAY | D | -0.36% | |
| UAL | A | -0.34% | |
| KMB | D | -0.33% | |
| KHC | F | -0.33% | |
| PSX | C | -0.32% | |
| MPC | D | -0.32% | |
| ADM | D | -0.31% | |
| MTD | D | -0.31% | |
| NVR | D | -0.31% | |
| PKG | A | -0.31% | |
| PHM | D | -0.31% | |
| PAYX | C | -0.31% | |
| CCL | B | -0.3% | |
| STLD | B | -0.3% | |
| EA | A | -0.3% | |
| SBAC | D | -0.3% | |
| LYB | F | -0.3% | |
| FTV | C | -0.29% | |
| WY | D | -0.29% | |
| WTW | B | -0.29% | |
| FITB | A | -0.29% | |
| NI | A | -0.28% | |
| RJF | A | -0.28% | |
| STT | A | -0.27% | |
| GPN | B | -0.27% | |
| REGN | F | -0.27% | |
| INVH | D | -0.27% | |
| K | A | -0.26% | |
| VLO | C | -0.26% | |
| FCNCA | A | -0.25% | |
| RS | B | -0.25% | |
| SYF | B | -0.24% | |
| EVRG | A | -0.24% | |
| VRTX | F | -0.23% | |
| ARE | D | -0.23% | |
| CF | B | -0.23% | |
| HOLX | D | -0.22% | |
| BAX | D | -0.21% | |
| NTAP | C | -0.21% | |
| BLDR | D | -0.21% | |
| FFIV | B | -0.21% | |
| VRSN | F | -0.21% | |
| SWKS | F | -0.2% | |
| FANG | D | -0.2% | |
| CBOE | B | -0.2% | |
| SNA | A | -0.2% | |
| RPM | A | -0.19% | |
| CSL | C | -0.19% | |
| VTRS | A | -0.19% | |
| NTNX | A | -0.18% | |
| EPAM | C | -0.18% | |
| OC | A | -0.18% | |
| THC | D | -0.18% | |
| MAS | D | -0.18% | |
| AVTR | F | -0.17% | |
| GLPI | C | -0.17% | |
| JNPR | F | -0.17% | |
| HST | C | -0.16% | |
| ACM | A | -0.16% | |
| EME | C | -0.16% | |
| AES | F | -0.16% | |
| WPC | D | -0.16% | |
| AMH | D | -0.16% | |
| BG | F | -0.15% | |
| TPR | B | -0.15% | |
| CW | B | -0.15% | |
| EXPD | D | -0.15% | |
| CAG | D | -0.15% | |
| CIEN | B | -0.14% | |
| RGA | A | -0.14% | |
| L | A | -0.14% | |
| SWK | D | -0.14% | |
| BKNG | A | -0.13% | |
| TAP | C | -0.13% | |
| EG | C | -0.13% | |
| RPRX | D | -0.13% | |
| SNX | C | -0.13% | |
| EWBC | A | -0.13% | |
| CTRA | B | -0.12% | |
| BRX | A | -0.12% | |
| DKS | C | -0.12% | |
| BRBR | A | -0.12% | |
| ARMK | B | -0.12% | |
| BLD | D | -0.12% | |
| SOLV | C | -0.12% | |
| SF | B | -0.11% | |
| AIZ | A | -0.11% | |
| WSM | B | -0.11% | |
| AYI | B | -0.11% | |
| ALSN | B | -0.11% | |
| JLL | D | -0.11% | |
| INGR | B | -0.11% | |
| MOS | F | -0.11% | |
| WCC | B | -0.1% | |
| OKTA | C | -0.1% | |
| DCI | B | -0.1% | |
| RL | B | -0.1% | |
| ACI | C | -0.1% | |
| BILL | A | -0.1% | |
| FHN | A | -0.1% | |
| WYNN | D | -0.1% | |
| NNN | D | -0.1% | |
| COKE | C | -0.09% | |
| STAG | F | -0.09% | |
| UGI | A | -0.09% | |
| SKX | D | -0.09% | |
| FLS | B | -0.09% | |
| LECO | B | -0.09% | |
| JAZZ | B | -0.09% | |
| AOS | F | -0.09% | |
| MRO | B | -0.09% | |
| MIDD | C | -0.08% | |
| WH | B | -0.08% | |
| WTFC | A | -0.08% | |
| ZION | B | -0.08% | |
| KEX | C | -0.08% | |
| MHK | D | -0.08% | |
| G | B | -0.08% | |
| CE | F | -0.08% | |
| THO | B | -0.07% | |
| SAIC | F | -0.07% | |
| OLN | D | -0.07% | |
| MSA | D | -0.07% | |
| SON | D | -0.07% | |
| FOXA | B | -0.07% | |
| FTI | A | -0.07% | |
| CRBG | B | -0.07% | |
| R | B | -0.07% | |
| HRB | D | -0.07% | |
| ESAB | B | -0.07% | |
| NWSA | B | -0.07% | |
| NYT | C | -0.06% | |
| OLED | D | -0.06% | |
| BEN | C | -0.06% | |
| AZO | C | -0.06% | |
| RYN | D | -0.06% | |
| CROX | D | -0.06% | |
| COLB | A | -0.06% | |
| MTG | C | -0.06% | |
| GNRC | B | -0.06% | |
| KRC | C | -0.06% | |
| WLK | D | -0.06% | |
| LEA | D | -0.06% | |
| PVH | C | -0.06% | |
| AXS | A | -0.06% | |
| BMRN | D | -0.05% | |
| MRNA | F | -0.05% | |
| PRGO | B | -0.05% | |
| OGN | D | -0.05% | |
| GTES | A | -0.05% | |
| XRAY | F | -0.05% | |
| M | D | -0.05% | |
| OZK | B | -0.05% | |
| SLM | A | -0.05% | |
| ROKU | D | -0.05% | |
| NEU | C | -0.05% | |
| CLF | F | -0.05% | |
| MTCH | D | -0.05% | |
| JHG | A | -0.05% | |
| ASH | D | -0.05% | |
| AMG | B | -0.05% | |
| LNC | B | -0.05% | |
| XP | F | -0.05% | |
| ALGM | D | -0.04% | |
| CWEN | C | -0.04% | |
| FOX | A | -0.04% | |
| DINO | D | -0.04% | |
| PK | B | -0.04% | |
| EEFT | B | -0.04% | |
| SIRI | C | -0.04% | |
| SMG | D | -0.04% | |
| HIW | D | -0.04% | |
| EPR | D | -0.04% | |
| AMKR | D | -0.04% | |
| SAM | C | -0.03% | |
| WU | D | -0.03% | |
| VIRT | B | -0.03% | |
| PINC | B | -0.03% | |
| PSTG | D | -0.03% | |
| AZTA | D | -0.03% | |
| COLM | B | -0.03% | |
| LPX | B | -0.03% | |
| CNM | D | -0.03% | |
| EXP | A | -0.03% | |
| CWEN | C | -0.02% | |
| DDS | B | -0.02% | |
| REYN | D | -0.02% | |
| ROIV | C | -0.02% | |
| LEN | D | -0.02% | |
| CRI | D | -0.02% | |
| TER | D | -0.02% | |
| CIVI | D | -0.02% | |
| EXAS | D | -0.02% | |
| PPC | C | -0.02% | |
| NWS | B | -0.02% | |
| ADTN | A | -0.02% | |
| INFA | D | -0.02% | |
| BR | A | -0.02% | |
| SEB | F | -0.01% | |
| CNA | B | -0.01% | |
| PATH | C | -0.01% | |
| ALNY | D | -0.01% | |
| LSCC | D | -0.01% | |
| IONS | F | -0.0% |
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
REVS: Top Represented Industries & Keywords
Industries:
Biotechnology
Asset Management
Diversified Industrials
Business Services
Banks - Regional - US
Packaged Foods
Semiconductors
Software - Infrastructure
Specialty Chemicals
Utilities - Regulated Electric
Building Materials
Communication Equipment
Drug Manufacturers - Major
Oil & Gas E&P
Banks - Global
Insurance - Life
Residential Construction
Software - Application
Specialty Retail
Apparel Manufacturing
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