FCPI vs. WLTG ETF Comparison
Comparison of Fidelity Stocks for Inflation ETF (FCPI) to WealthTrust DBS Long Term Growth ETF (WLTG)
FCPI
Fidelity Stocks for Inflation ETF
FCPI Description
The investment seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity Stocks for Inflation Factor Index℠. The fund normally invests at least 80% of its assets in securities included in the Fidelity Stocks for Inflation Factor Index℠, which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies with attractive valuations, high quality profiles and positive momentum signals, emphasizing industries that tend to outperform in inflationary environments.
Grade (RS Rating)
Last Trade
$46.12
Average Daily Volume
22,278
101
WLTG
WealthTrust DBS Long Term Growth ETF
WLTG Description
The fund seeks long-term growth of capital and providing dividend income. The Fund’s investment strategy is based on the belief that long term superior performance of a portfolio is driven by two factors: tactical allocation- accomplished by identifying positive trends for asset classes, sectors, and industries; and equity stock selection- based on quantitative analysis with an emphasis on earnings.Grade (RS Rating)
Last Trade
$30.27
Average Daily Volume
1,908
34
Performance
Period | FCPI | WLTG |
---|---|---|
30 Days | 5.93% | 3.64% |
60 Days | 6.96% | 5.05% |
90 Days | 8.65% | 7.14% |
12 Months | 39.44% | 35.42% |
16 Overlapping Holdings
Symbol | Grade | Weight in FCPI | Weight in WLTG | Overlap | |
---|---|---|---|---|---|
AAPL | C | 5.11% | 1.95% | 1.95% | |
AMZN | C | 1.95% | 4.12% | 1.95% | |
AVGO | D | 1.27% | 1.36% | 1.27% | |
CAT | B | 0.63% | 1.52% | 0.63% | |
EME | C | 0.6% | 1.92% | 0.6% | |
GOOGL | C | 1.45% | 2.82% | 1.45% | |
LDOS | C | 0.48% | 0.96% | 0.48% | |
LLY | F | 2.02% | 2.23% | 2.02% | |
META | D | 0.96% | 3.85% | 0.96% | |
MSFT | F | 4.79% | 2.19% | 2.19% | |
NFLX | A | 0.33% | 3.59% | 0.33% | |
NVDA | C | 5.6% | 3.43% | 3.43% | |
PGR | A | 0.78% | 1.69% | 0.78% | |
PHM | D | 0.29% | 1.5% | 0.29% | |
REGN | F | 0.85% | 0.92% | 0.85% | |
SYF | B | 0.7% | 1.71% | 0.7% |
FCPI Overweight 85 Positions Relative to WLTG
Symbol | Grade | Weight | |
---|---|---|---|
VST | B | 4.0% | |
TPL | A | 3.42% | |
CF | B | 2.69% | |
STLD | B | 2.59% | |
NRG | B | 2.51% | |
NUE | C | 2.2% | |
PG | A | 2.18% | |
AM | A | 2.11% | |
BRBR | A | 2.07% | |
SPG | B | 2.02% | |
MPC | D | 1.86% | |
VLO | C | 1.81% | |
MO | A | 1.75% | |
VICI | C | 1.73% | |
HST | C | 1.71% | |
KMB | D | 1.47% | |
ABBV | D | 1.45% | |
CL | D | 1.45% | |
COKE | C | 1.42% | |
UTHR | C | 1.19% | |
CI | F | 1.18% | |
MCK | B | 1.17% | |
V | A | 1.13% | |
THC | D | 1.09% | |
HCA | F | 1.07% | |
RPRX | D | 0.98% | |
UHS | D | 0.97% | |
ELV | F | 0.94% | |
APP | B | 0.92% | |
MEDP | D | 0.89% | |
AMP | A | 0.75% | |
COF | B | 0.72% | |
C | A | 0.7% | |
DFS | B | 0.69% | |
FIX | A | 0.61% | |
RNR | C | 0.6% | |
JXN | C | 0.6% | |
HIG | B | 0.59% | |
CRBG | B | 0.57% | |
MLI | C | 0.55% | |
RGA | A | 0.54% | |
BKNG | A | 0.52% | |
MTG | C | 0.52% | |
IBM | C | 0.51% | |
CSL | C | 0.46% | |
OC | A | 0.45% | |
QCOM | F | 0.44% | |
BCC | B | 0.43% | |
PANW | C | 0.43% | |
CRWD | B | 0.42% | |
AMAT | F | 0.38% | |
FICO | B | 0.37% | |
ANET | C | 0.36% | |
WSM | B | 0.35% | |
APH | A | 0.35% | |
MU | D | 0.35% | |
EBAY | D | 0.32% | |
ABNB | C | 0.32% | |
DOCU | A | 0.31% | |
TOL | B | 0.31% | |
LRCX | F | 0.3% | |
GDDY | A | 0.3% | |
ZM | B | 0.29% | |
DELL | C | 0.29% | |
KLAC | D | 0.28% | |
ANF | C | 0.27% | |
ATKR | C | 0.27% | |
HRB | D | 0.27% | |
NXPI | D | 0.26% | |
GEN | B | 0.25% | |
CVLT | B | 0.24% | |
ACIW | B | 0.24% | |
GAP | C | 0.24% | |
NTAP | C | 0.23% | |
DBX | B | 0.23% | |
QLYS | C | 0.21% | |
DIS | B | 0.19% | |
ONTO | D | 0.19% | |
CRUS | D | 0.17% | |
SWKS | F | 0.17% | |
T | A | 0.16% | |
CMCSA | B | 0.16% | |
VZ | C | 0.16% | |
TMUS | B | 0.13% | |
PINS | D | 0.04% |
FCPI Underweight 18 Positions Relative to WLTG
FCPI: Top Represented Industries & Keywords
WLTG: Top Represented Industries & Keywords