FDMO vs. SPYD ETF Comparison

Comparison of Fidelity Momentum Factor ETF (FDMO) to SPDR S&P 500 High Dividend ETF (SPYD)

FDMO

Fidelity Momentum Factor ETF

FDMO Description

The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity U.S. Momentum Factor Index. Normally investing at least 80% of assets in securities included in the Fidelity U.S. Momentum Factor Index, which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies that exhibit positive momentum signals.

Grade (RS Rating)

Last Trade

$71.38

Average Daily Volume

35,646

Number of Holdings ^*

122

* may have additional holdings in another (foreign) market

SPYD

SPDR S&P 500 High Dividend ETF

SPYD Description

The investment seeks to track the performance of the S&P 500 High Dividend Index. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the top 80 dividend-paying securities listed on the S&P 500® Index, based on dividend yield. The S&P 500 Index focuses on the large capitalization U.S. equity market, including common stock and real estate investment trusts ("REITs"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$47.05

Average Daily Volume

872,814

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	FDMO	SPYD
30 Days	6.00%	2.04%
60 Days	8.27%	2.97%
90 Days	10.44%	5.83%
12 Months	42.98%	36.63%

15 Overlapping Holdings

Symbol	Grade	Weight in FDMO	Weight in SPYD	Overlap
ABBV	D	1.08%	1.07%	1.07%
AEP	D	0.28%	1.16%	0.28%
CVX	A	0.67%	1.19%	0.67%
DUK	C	0.35%	1.18%	0.35%
EQR	B	0.19%	1.2%	0.19%
ESS	B	0.18%	1.21%	0.18%
EXR	D	0.2%	1.16%	0.2%
KMI	A	0.28%	1.48%	0.28%
MO	A	0.37%	1.29%	0.37%
OKE	A	0.3%	1.53%	0.3%
PM	B	0.55%	1.32%	0.55%
PSA	D	0.24%	1.3%	0.24%
SPG	B	0.25%	1.38%	0.25%
T	A	0.52%	1.35%	0.52%
WMB	A	0.3%	1.52%	0.3%

FDMO Overweight 107 Positions Relative to SPYD

Symbol	Grade	Weight
NVDA	C	6.97%
AAPL	C	6.8%
MSFT	F	6.21%
AMZN	C	3.76%
GOOGL	C	3.54%
META	D	2.39%
BRK.A	B	2.14%
AVGO	D	2.03%
TSLA	B	2.03%
JPM	A	1.88%
LLY	F	1.68%
PLTR	B	1.3%
APP	B	1.27%
BAC	A	1.21%
XOM	B	1.12%
COIN	C	1.09%
HD	A	1.08%
ISRG	A	1.06%
GS	A	0.99%
BSX	B	0.95%
DHR	F	0.92%
PG	A	0.92%
COST	B	0.92%
AXP	A	0.9%
MSI	B	0.88%
NFLX	A	0.88%
NTRA	B	0.87%
PGR	A	0.87%
WMT	A	0.86%
FICO	B	0.86%
HOOD	B	0.83%
ANET	C	0.82%
KKR	A	0.8%
HCA	F	0.78%
QTWO	A	0.78%
GDDY	A	0.78%
CVLT	B	0.74%
GKOS	B	0.74%
GE	D	0.74%
CAT	B	0.73%
RVMD	C	0.73%
SYF	B	0.72%
THC	D	0.72%
BK	A	0.7%
RNA	D	0.7%
UBER	D	0.67%
EVR	B	0.67%
HIG	B	0.67%
RTX	C	0.66%
BKNG	A	0.66%
FIS	C	0.65%
TJX	A	0.61%
KO	D	0.61%
TT	A	0.59%
JXN	C	0.59%
MPWR	F	0.56%
CTAS	B	0.54%
HWM	A	0.52%
CARR	D	0.51%
VRT	B	0.51%
LIN	D	0.51%
URI	B	0.5%
TDG	D	0.5%
GM	B	0.5%
RCL	A	0.48%
FIX	A	0.47%
NEE	D	0.47%
EME	C	0.47%
TMUS	B	0.45%
MLI	C	0.44%
ZETA	D	0.43%
EBAY	D	0.42%
DY	D	0.42%
TRU	D	0.4%
SN	D	0.39%
LDOS	C	0.38%
CVNA	B	0.38%
CL	D	0.33%
TTD	B	0.32%
LUMN	C	0.32%
VST	B	0.31%
SHW	A	0.29%
CEG	D	0.29%
PEG	A	0.28%
KMB	D	0.28%
WELL	A	0.28%
TRGP	B	0.27%
FRPT	B	0.24%
NRG	B	0.24%
TPL	A	0.24%
DLR	B	0.24%
SFM	A	0.24%
ECL	D	0.23%
CBRE	B	0.21%
NEM	D	0.2%
DTM	B	0.2%
IRM	D	0.19%
FTI	A	0.19%
SW	A	0.17%
JLL	D	0.16%
CRS	A	0.16%
PKG	A	0.16%
IFF	D	0.15%
SLG	B	0.15%
VNO	B	0.15%
LPX	B	0.15%
ATI	D	0.14%

FDMO Underweight 65 Positions Relative to SPYD

Symbol	Grade	Weight
K	A	-1.61%
ETR	B	-1.52%
KVUE	A	-1.5%
MS	A	-1.5%
BMY	B	-1.44%
MTB	A	-1.43%
IP	B	-1.42%
XEL	A	-1.41%
KEY	B	-1.39%
GILD	C	-1.38%
HBAN	A	-1.36%
VTR	C	-1.36%
KIM	A	-1.36%
RF	A	-1.36%
PNC	B	-1.34%
BXP	D	-1.34%
WEC	A	-1.34%
FITB	A	-1.31%
EVRG	A	-1.3%
REG	B	-1.3%
USB	A	-1.28%
CFG	B	-1.27%
IBM	C	-1.27%
PNW	B	-1.26%
EIX	B	-1.26%
MAA	B	-1.26%
D	C	-1.26%
VTRS	A	-1.25%
EXC	C	-1.23%
SO	D	-1.22%
TFC	A	-1.22%
IVZ	B	-1.22%
UDR	B	-1.22%
BBY	D	-1.21%
FRT	B	-1.21%
CPT	B	-1.21%
VICI	C	-1.2%
HAS	D	-1.2%
VZ	C	-1.2%
TROW	B	-1.19%
UPS	C	-1.19%
PRU	A	-1.18%
FE	C	-1.17%
AMCR	D	-1.16%
HST	C	-1.15%
DOC	D	-1.15%
CCI	D	-1.13%
O	D	-1.13%
SWK	D	-1.13%
ES	D	-1.12%
GIS	D	-1.1%
FMC	D	-1.09%
KHC	F	-1.08%
BEN	C	-1.08%
ARE	D	-1.05%
SJM	D	-1.05%
IPG	D	-1.05%
CVS	D	-1.04%
CAG	D	-1.02%
LYB	F	-0.99%
DOW	F	-0.94%
PFE	D	-0.94%
F	C	-0.92%
AES	F	-0.92%
WBA	F	-0.87%