FDTX vs. CHGX ETF Comparison
Comparison of Fidelity Disruptive Technology ETF (FDTX) to Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX)
FDTX
Fidelity Disruptive Technology ETF
FDTX Description
The fund normally invests at least 80% of assets in securities of disruptive technology companies. Fidelity's disruptive strategies seek to identify innovative developments that could signal new directions for delivering products and services to customers. Generally, these companies have or are developing new or unconventional ways of doing business that could disrupt and displace incumbents over time. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$35.72
Average Daily Volume
14,470
35
CHGX
Change Finance U.S. Large Cap Fossil Fuel Free ETF
CHGX Description
The investment seeks to track the performance, before fees and expenses, of the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in the component securities of the index. The index was developed by Change Finance, PBC, the fund's investment adviser and index provider, and uses an objective, rules-based methodology to measure the performance of an equal-weighted portfolio of approximately 100 large cap U.S.-listed companies that meet a diverse set of environmental, social, and governance (ESG) standards.Grade (RS Rating)
Last Trade
$39.96
Average Daily Volume
6,526
100
Performance
Period | FDTX | CHGX |
---|---|---|
30 Days | 7.62% | 3.66% |
60 Days | 11.21% | 4.50% |
90 Days | 9.46% | 6.28% |
12 Months | 35.97% | 28.25% |
16 Overlapping Holdings
Symbol | Grade | Weight in FDTX | Weight in CHGX | Overlap | |
---|---|---|---|---|---|
AAPL | C | 1.29% | 0.96% | 0.96% | |
ACN | C | 1.14% | 1.02% | 1.02% | |
ADBE | C | 3.62% | 0.89% | 0.89% | |
CRM | B | 5.33% | 1.26% | 1.26% | |
CRWD | B | 1.22% | 1.19% | 1.19% | |
GOOG | C | 3.74% | 1.03% | 1.03% | |
INTU | C | 2.16% | 1.07% | 1.07% | |
MRVL | B | 4.17% | 1.14% | 1.14% | |
MU | D | 1.15% | 0.99% | 0.99% | |
NFLX | A | 4.3% | 1.15% | 1.15% | |
NVDA | C | 6.98% | 1.18% | 1.18% | |
ON | D | 1.71% | 0.83% | 0.83% | |
PANW | C | 2.33% | 1.04% | 1.04% | |
SNPS | B | 2.15% | 1.01% | 1.01% | |
SQ | B | 0.99% | 1.21% | 0.99% | |
WDAY | B | 1.87% | 0.99% | 0.99% |
FDTX Overweight 19 Positions Relative to CHGX
FDTX Underweight 84 Positions Relative to CHGX
Symbol | Grade | Weight | |
---|---|---|---|
FICO | B | -1.29% | |
ORCL | B | -1.27% | |
AMP | A | -1.2% | |
FTNT | C | -1.18% | |
SCHW | B | -1.18% | |
NOW | A | -1.17% | |
DIS | B | -1.16% | |
GWW | B | -1.15% | |
PYPL | B | -1.14% | |
ADSK | A | -1.14% | |
STLD | B | -1.11% | |
CSCO | B | -1.1% | |
INTC | D | -1.09% | |
BK | A | -1.09% | |
CDNS | B | -1.08% | |
AXP | A | -1.07% | |
V | A | -1.07% | |
DECK | A | -1.06% | |
IT | C | -1.05% | |
ANET | C | -1.05% | |
ADP | B | -1.05% | |
AON | A | -1.05% | |
CMCSA | B | -1.05% | |
EA | A | -1.04% | |
STT | A | -1.04% | |
CPRT | A | -1.04% | |
NDAQ | A | -1.04% | |
ORLY | B | -1.04% | |
MCK | B | -1.04% | |
CAT | B | -1.04% | |
FIS | C | -1.03% | |
GOOGL | C | -1.03% | |
MA | C | -1.03% | |
CHD | B | -1.02% | |
SYK | C | -1.02% | |
SPG | B | -1.02% | |
ORA | B | -1.02% | |
VRSK | A | -1.01% | |
CTSH | B | -1.0% | |
MSCI | C | -1.0% | |
AVGO | D | -1.0% | |
CARR | D | -0.99% | |
IBM | C | -0.99% | |
CME | A | -0.99% | |
COR | B | -0.98% | |
ROP | B | -0.98% | |
PGR | A | -0.98% | |
TJX | A | -0.98% | |
DE | A | -0.98% | |
HPQ | B | -0.97% | |
ABT | B | -0.97% | |
SPGI | C | -0.96% | |
AZO | C | -0.95% | |
MCO | B | -0.95% | |
ECL | D | -0.94% | |
PHM | D | -0.94% | |
ICE | C | -0.93% | |
MDT | D | -0.93% | |
MMC | B | -0.93% | |
TXN | C | -0.92% | |
SYY | B | -0.92% | |
ROST | C | -0.91% | |
LEN | D | -0.9% | |
AMD | F | -0.9% | |
QCOM | F | -0.9% | |
AWK | D | -0.89% | |
JNJ | D | -0.88% | |
ADI | D | -0.87% | |
NKE | D | -0.87% | |
A | D | -0.87% | |
GIS | D | -0.86% | |
PFE | D | -0.86% | |
PLD | D | -0.86% | |
AMGN | D | -0.85% | |
HCA | F | -0.84% | |
ABBV | D | -0.83% | |
TMO | F | -0.83% | |
EFX | F | -0.82% | |
MRK | F | -0.8% | |
LLY | F | -0.79% | |
MCHP | D | -0.77% | |
IQV | D | -0.77% | |
KLAC | D | -0.76% | |
MPWR | F | -0.59% |
FDTX: Top Represented Industries & Keywords
CHGX: Top Represented Industries & Keywords