FDHT vs. HSMV ETF Comparison

Comparison of Fidelity Digital Health ETF (FDHT) to First Trust Horizon Managed Volatility Small/Mid ETF (HSMV)
FDHT

Fidelity Digital Health ETF

FDHT Description

The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity Digital Health Index. Normally investing at least 80% of assets in securities included in the Fidelity Digital Health Index and in depositary receipts representing securities included in the index. The Fidelity Digital Health Index is designed to reflect the performance of a global universe of companies across the market capitalization spectrum providing healthcare records management, connected healthcare devices, surgical robotics, telemedicine, and other technology-enabled healthcare products and services.

Grade (RS Rating)

Last Trade

$20.11

Average Daily Volume

1,373

Number of Holdings *

28

* may have additional holdings in another (foreign) market
HSMV

First Trust Horizon Managed Volatility Small/Mid ETF

HSMV Description The investment seeks to provide investors with capital appreciation. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in small- and/or mid-capitalization common stocks listed and traded on U.S. national securities exchanges that Sub-Advisor believes exhibit low future expected volatility. It is non-diversified.

Grade (RS Rating)

Last Trade

$38.09

Average Daily Volume

1,340

Number of Holdings *

147

* may have additional holdings in another (foreign) market
Performance
Period FDHT HSMV
30 Days -1.05% 3.72%
60 Days 0.04% 5.02%
90 Days 3.00% 5.82%
12 Months 17.32% 26.13%
1 Overlapping Holdings
Symbol Grade Weight in FDHT Weight in HSMV Overlap
MMS F 2.5% 1.01% 1.01%
FDHT Overweight 27 Positions Relative to HSMV
Symbol Grade Weight
ISRG A 4.78%
VEEV C 4.6%
DXCM C 4.59%
PODD C 4.46%
RMD C 4.09%
HIMS C 3.57%
MASI B 3.53%
DOCS C 3.51%
IRTC C 2.44%
INSP D 2.4%
CRVL B 2.34%
AXNX A 2.25%
CTSH B 2.12%
PINC B 2.11%
RCM A 2.07%
OMCL C 1.98%
TDOC C 1.97%
CI D 1.85%
IQV F 1.69%
ASTH F 1.6%
PHR F 1.41%
TNDM D 1.41%
HCAT D 1.29%
AXGN C 1.14%
EVH F 0.93%
ACCD D 0.85%
GDRX F 0.73%
FDHT Underweight 146 Positions Relative to HSMV
Symbol Grade Weight
ATR B -2.16%
DTM A -1.97%
SEIC B -1.86%
INGR C -1.74%
ORI A -1.69%
CACI D -1.62%
IDA A -1.59%
OGE A -1.57%
CTRE C -1.53%
POST C -1.53%
MSGS A -1.41%
RLI A -1.38%
DCI B -1.34%
ADC A -1.29%
FHI B -1.23%
AMH C -1.21%
AM A -1.19%
NJR A -1.19%
CHE D -1.15%
NFG A -1.14%
FLO D -1.12%
OHI C -1.11%
NWE C -1.09%
AFG A -1.08%
POR C -1.06%
GGG B -1.02%
NNN C -0.99%
GNTX C -0.98%
NYT D -0.97%
GLPI C -0.96%
EHC B -0.92%
KBR F -0.91%
DLB B -0.88%
BKH A -0.87%
FCPT C -0.82%
ELS C -0.81%
MSA D -0.81%
CBSH B -0.81%
EPR C -0.79%
LSTR D -0.78%
IDCC B -0.77%
PRI B -0.76%
LOPE C -0.76%
ENSG C -0.75%
EFC C -0.75%
PBH A -0.74%
PECO A -0.73%
SF B -0.73%
AWR B -0.72%
CW C -0.72%
AVA B -0.72%
OGS A -0.69%
CDP C -0.67%
RNR C -0.66%
ESNT F -0.66%
SLGN A -0.66%
RPM A -0.66%
RGA A -0.65%
JHG B -0.65%
CPK A -0.64%
AGO B -0.64%
EGP D -0.63%
EPRT B -0.63%
AMG B -0.62%
SCI B -0.61%
MDU D -0.61%
PRGS A -0.59%
SBRA C -0.58%
FELE B -0.57%
ACM B -0.57%
GATX A -0.56%
COLM C -0.55%
RS B -0.55%
CHH A -0.55%
MTG C -0.54%
NMIH C -0.54%
BCPC B -0.53%
FLS B -0.52%
CWT C -0.51%
FCN F -0.5%
AVT C -0.5%
LANC C -0.49%
FNF B -0.49%
EPC F -0.49%
BRX A -0.47%
MSM C -0.47%
BWXT B -0.47%
MUSA B -0.46%
ARW D -0.46%
CHDN B -0.45%
JEF A -0.45%
PFGC B -0.45%
CNO B -0.44%
SAIC F -0.44%
PB B -0.44%
FR D -0.44%
LAMR C -0.43%
BLKB B -0.42%
ENR B -0.42%
RYN D -0.41%
CLH C -0.4%
RDN D -0.39%
EXEL B -0.39%
ITT A -0.38%
FNB A -0.38%
FAF A -0.38%
BJ A -0.37%
ABM B -0.37%
EVR B -0.36%
G B -0.36%
ASH F -0.36%
GPK C -0.36%
IOSP C -0.36%
JAZZ C -0.35%
LXP D -0.35%
COOP B -0.35%
LECO C -0.35%
JJSF C -0.33%
RGLD C -0.33%
CSL C -0.33%
MAN F -0.32%
ONB C -0.32%
KEX B -0.31%
R B -0.3%
OSK C -0.29%
MTN C -0.29%
ALV C -0.29%
KFY B -0.29%
AGCO D -0.29%
MIDD C -0.28%
EVTC B -0.28%
PLXS B -0.27%
ORA B -0.27%
HRB D -0.26%
LFUS D -0.25%
CASY A -0.25%
LII A -0.25%
CUBE C -0.24%
AIN C -0.24%
HXL F -0.23%
FSS B -0.23%
IRT A -0.22%
CRI F -0.21%
PCH D -0.19%
REXR F -0.19%
NSA C -0.13%
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