FESM vs. HLGE ETF Comparison

Comparison of Fidelity Enhanced Small Cap ETF (FESM) to Hartford Longevity Economy ETF (HLGE)
FESM

Fidelity Enhanced Small Cap ETF

FESM Description

The fund will normally invest at least 80% of assets in common stocks included in the Russell 2000® Index, which is a market capitalization-weighted index designed to measure the performance of the small-cap segment of the U.S. equity market. The adviser will generally use computer-aided, quantitative analysis of historical valuation, growth, profitability, and other factors to select a broadly diversified group of stocks that may have the potential to provide a higher total return than that of the index. It will invest in domestic and foreign issuers.

Grade (RS Rating)

Last Trade

$35.21

Average Daily Volume

123,773

Number of Holdings *

567

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

Hartford Longevity Economy ETF

HLGE Description The Fund seeks to provide investment results that, before fees and expenses, correspond to the total return performance of an Index, which is designed to generate attractive risk-adjusted returns by investing in companies that comprise industries that reflect certain themes that are expected to benefit from the growth of the aging population and the substantial buying power it represents.

Grade (RS Rating)

Last Trade

$32.68

Average Daily Volume

469

Number of Holdings *

339

* may have additional holdings in another (foreign) market
Performance
Period FESM HLGE
30 Days 10.20% 3.61%
60 Days 9.69% 3.94%
90 Days 10.24% 5.95%
12 Months 41.78% 29.57%
47 Overlapping Holdings
Symbol Grade Weight in FESM Weight in HLGE Overlap
ACIW B 0.05% 0.2% 0.05%
ADUS D 0.1% 0.16% 0.1%
ANIP F 0.02% 0.01% 0.01%
APPN B 0.05% 0.16% 0.05%
BCO D 0.24% 0.03% 0.03%
CALM A 0.23% 0.36% 0.23%
CNK B 0.15% 0.03% 0.03%
COKE C 0.33% 0.09% 0.09%
COLL F 0.07% 0.24% 0.07%
CORT B 0.22% 0.49% 0.22%
CPRX C 0.13% 0.06% 0.06%
CRDO B 0.33% 0.19% 0.19%
CRVL A 0.04% 0.16% 0.04%
CTRE D 0.2% 0.03% 0.03%
CVLT B 0.79% 0.89% 0.79%
DIOD D 0.09% 0.32% 0.09%
FHI A 0.52% 0.05% 0.05%
FTDR A 0.08% 0.07% 0.07%
HIMS B 0.03% 0.1% 0.03%
JXN C 0.61% 0.12% 0.12%
KLG C 0.04% 0.09% 0.04%
KTB B 0.08% 0.26% 0.08%
LMAT A 0.04% 0.05% 0.04%
LNTH D 0.06% 0.05% 0.05%
MCRI A 0.06% 0.28% 0.06%
MMSI B 0.42% 0.15% 0.15%
MOG.A B 0.26% 0.11% 0.11%
OFG B 0.16% 0.06% 0.06%
PBH A 0.22% 0.04% 0.04%
PDCO D 0.03% 0.14% 0.03%
PJT A 0.18% 0.1% 0.1%
PRG C 0.56% 0.21% 0.21%
PRGS A 0.26% 0.66% 0.26%
QLYS C 0.54% 0.38% 0.38%
SF B 0.33% 0.13% 0.13%
SFM A 0.99% 0.15% 0.15%
SMTC B 0.19% 0.26% 0.19%
SNEX B 0.27% 0.03% 0.03%
TENB C 0.43% 0.24% 0.24%
UPBD B 0.51% 0.16% 0.16%
VCTR B 0.04% 0.04% 0.04%
VSTO A 0.09% 0.06% 0.06%
WGO C 0.08% 0.14% 0.08%
WMK C 0.07% 0.23% 0.07%
XRX F 0.18% 0.33% 0.18%
YELP C 0.57% 0.86% 0.57%
ZUO B 0.21% 0.23% 0.21%
FESM Overweight 520 Positions Relative to HLGE
Symbol Grade Weight
CRS A 0.86%
ANF C 0.8%
QTWO A 0.73%
SPSC C 0.71%
FN D 0.7%
SKYW B 0.7%
PAYO A 0.69%
LUMN C 0.69%
BGC C 0.67%
ENS D 0.62%
MWA B 0.61%
MHO D 0.61%
CRGY B 0.61%
IBP D 0.6%
AEO F 0.6%
CSGS B 0.6%
MTX B 0.59%
NWBI B 0.59%
WT B 0.58%
COMP B 0.57%
FIX A 0.57%
OUT A 0.56%
EME C 0.56%
CVNA B 0.55%
UCTT D 0.54%
FUL F 0.54%
HWKN B 0.54%
LKFN B 0.53%
EXLS B 0.53%
VMEO B 0.5%
AIR B 0.5%
TMHC B 0.49%
AIT A 0.48%
LANC C 0.47%
ITRI B 0.47%
CODI B 0.46%
MXL C 0.45%
SIGI C 0.44%
BANF B 0.43%
INSM C 0.42%
LMND B 0.41%
WTS B 0.41%
MTDR B 0.41%
REZI A 0.4%
GT C 0.4%
BMI B 0.4%
AROC B 0.4%
BHE B 0.4%
MATX C 0.39%
ACA A 0.39%
SANM B 0.39%
CECO A 0.38%
APOG B 0.38%
CBU B 0.38%
ESRT C 0.37%
ABCB B 0.37%
AAT B 0.37%
KNF A 0.37%
GH B 0.36%
TPH D 0.36%
FFIN B 0.36%
CMPR D 0.36%
PECO A 0.36%
CNMD C 0.35%
VREX C 0.35%
BAND B 0.35%
GNW A 0.35%
FLR B 0.35%
TEX D 0.35%
UMBF B 0.34%
GFF A 0.34%
NMIH D 0.34%
ATI D 0.33%
PCVX D 0.33%
SXT B 0.33%
BBSI B 0.33%
VICR B 0.33%
NJR A 0.32%
PFS B 0.32%
KAR B 0.32%
SWX B 0.32%
STEP B 0.32%
ABM B 0.32%
IGT F 0.32%
MTH D 0.31%
YOU D 0.31%
KTOS B 0.3%
YEXT A 0.29%
AX A 0.29%
EGHT C 0.29%
SXC A 0.29%
WK B 0.29%
BDC B 0.29%
CNO A 0.28%
WOOF D 0.28%
FBP B 0.28%
PHR F 0.27%
TRN C 0.27%
MRTN C 0.26%
CEIX A 0.26%
WSBC A 0.26%
LNW D 0.26%
EZPW A 0.25%
RVMD C 0.25%
IRTC D 0.25%
HQY B 0.25%
HLX B 0.24%
CPF A 0.24%
BUSE B 0.24%
WKC D 0.24%
CDP C 0.24%
HP B 0.24%
TRNO F 0.24%
FRME B 0.23%
EPAC B 0.23%
TILE B 0.23%
PLXS B 0.23%
MAC B 0.23%
PDFS C 0.23%
NBR C 0.23%
HWC B 0.22%
SJW D 0.22%
CRC B 0.22%
RNST B 0.22%
DCO C 0.22%
HL D 0.21%
OPCH D 0.21%
HURN B 0.21%
ROCK C 0.21%
KBH D 0.21%
AXGN D 0.21%
TDS B 0.21%
WABC B 0.21%
SHAK C 0.21%
CRAI B 0.21%
ALKS B 0.21%
AXL C 0.21%
PLAB C 0.21%
OI C 0.21%
PSN D 0.21%
COMM D 0.2%
HNI B 0.2%
BL B 0.2%
HY D 0.2%
UBSI B 0.2%
FULT A 0.2%
HSTM B 0.2%
MUR D 0.2%
CNXN C 0.19%
PBI B 0.19%
RNA D 0.19%
SBH C 0.19%
RMBS C 0.19%
AVNS F 0.18%
PRO C 0.18%
AORT B 0.18%
TRTX B 0.18%
CADE B 0.18%
BVS D 0.18%
SFBS B 0.18%
ALRM C 0.17%
ARLO C 0.17%
BCC B 0.17%
AWR B 0.17%
DBRG F 0.17%
CSWI A 0.17%
PRK B 0.17%
PD C 0.17%
TNC D 0.17%
FLNC C 0.17%
INTA A 0.17%
SAH A 0.16%
HALO F 0.16%
PTCT B 0.16%
STNG F 0.16%
CYTK F 0.16%
DY D 0.16%
BPMC C 0.16%
BOH B 0.16%
PLPC B 0.16%
DXPE B 0.16%
DOMO C 0.15%
FLXS B 0.15%
VRTS B 0.15%
ETD C 0.15%
VCYT B 0.15%
NFBK B 0.15%
RYTM C 0.15%
UCB A 0.15%
TVTX B 0.15%
CWT D 0.15%
AMSF B 0.15%
AMAL B 0.15%
GEO B 0.14%
CPS C 0.14%
LMB A 0.14%
TWST D 0.14%
VRE B 0.14%
MDGL B 0.14%
FBK B 0.14%
FOLD F 0.14%
HAE C 0.14%
SLG B 0.14%
GHC C 0.14%
OSCR D 0.14%
EXPI C 0.14%
EWTX C 0.14%
EXTR B 0.13%
CMC B 0.13%
ATRC C 0.13%
SRRK B 0.13%
WS B 0.13%
WSR A 0.13%
REPX A 0.13%
SRCE B 0.13%
OTTR C 0.12%
AMRX C 0.12%
NRIX D 0.12%
USLM A 0.12%
BSIG A 0.12%
TRUP B 0.12%
ZEUS C 0.12%
CRNX C 0.12%
EAT A 0.12%
KREF D 0.12%
DK C 0.12%
AUB B 0.11%
HCAT D 0.11%
TREE F 0.11%
ACAD D 0.11%
CDNA D 0.11%
VTOL B 0.11%
CHX C 0.11%
HCI C 0.11%
ALTR B 0.11%
AMSC B 0.11%
BRC D 0.11%
INSW F 0.11%
AUR C 0.11%
LYTS B 0.11%
SKT B 0.11%
DYN F 0.11%
KURA F 0.1%
RKLB B 0.1%
SFL D 0.1%
BCPC B 0.1%
SLVM B 0.1%
AGS A 0.1%
BCRX D 0.1%
ODP F 0.1%
ALE A 0.1%
GKOS B 0.1%
ADMA B 0.1%
NGVC A 0.1%
INDB B 0.1%
KRYS B 0.1%
LADR B 0.1%
GMRE F 0.1%
TGTX B 0.1%
FLYW C 0.1%
FFBC A 0.1%
PL A 0.09%
TNDM F 0.09%
TCMD A 0.09%
FSS B 0.09%
MRC B 0.09%
ACLX C 0.09%
SPT C 0.09%
LGND B 0.09%
VBTX B 0.09%
AMBA B 0.09%
ARQT C 0.09%
ACMR F 0.09%
HLIT D 0.09%
MYGN F 0.09%
EQC B 0.09%
FORM D 0.09%
TRUE B 0.09%
RDFN D 0.09%
PRLB A 0.08%
WSBF C 0.08%
TDOC C 0.08%
BSRR B 0.08%
LUNR B 0.08%
THR B 0.08%
KOD C 0.08%
RXRX F 0.08%
FDP B 0.08%
CDE D 0.08%
AKBA C 0.08%
CDMO B 0.08%
PCRX C 0.08%
CATY B 0.08%
RUSHA C 0.08%
TARS B 0.08%
LTH C 0.08%
AIN C 0.08%
URBN C 0.08%
SCS C 0.08%
MEDP D 0.07%
AXSM B 0.07%
EOLS D 0.07%
IRWD F 0.07%
AMPH D 0.07%
KE C 0.07%
OPEN D 0.07%
JAMF F 0.07%
MYE F 0.07%
SEM B 0.07%
UNIT B 0.07%
LGF.A C 0.07%
REPL B 0.07%
AVD D 0.07%
NBTB B 0.07%
FISI A 0.07%
NTCT C 0.07%
WVE C 0.07%
ATNI F 0.07%
ARAY D 0.07%
SNBR F 0.07%
PGC C 0.07%
BBIO F 0.07%
CTBI B 0.07%
HBI B 0.07%
HRTG C 0.07%
ADPT C 0.07%
EBS C 0.07%
DEA D 0.07%
BLKB B 0.07%
CVBF A 0.06%
ALHC C 0.06%
SGMO C 0.06%
BOOT D 0.06%
ORGO B 0.06%
ARVN D 0.06%
RXO C 0.06%
RVNC F 0.06%
ORIC F 0.06%
CERS C 0.06%
BGS F 0.06%
CTKB C 0.06%
CDXS B 0.06%
SNDX F 0.06%
HURC C 0.06%
GIC D 0.06%
BKD D 0.06%
NARI C 0.06%
DNLI D 0.06%
RM D 0.06%
AGIO C 0.06%
WEAV B 0.06%
UEC B 0.06%
NUVB C 0.06%
NVAX F 0.06%
TMCI D 0.05%
COGT D 0.05%
LGF.A C 0.05%
AOSL C 0.05%
UVE B 0.05%
ARWR F 0.05%
TXRH C 0.05%
CCCC F 0.05%
NPAB B 0.05%
ATRO D 0.05%
PTON B 0.05%
PAHC C 0.05%
ANNX F 0.05%
DAKT B 0.05%
LPG F 0.05%
UHT D 0.05%
RIG D 0.05%
QTRX F 0.05%
VNDA C 0.05%
ARCT F 0.05%
NRDS C 0.05%
OPY B 0.05%
ONTO D 0.05%
HNST B 0.05%
BY B 0.05%
STBA B 0.05%
OIS C 0.05%
SNCY C 0.05%
ERAS C 0.05%
AKRO B 0.05%
EE A 0.05%
IART C 0.05%
LPSN F 0.04%
STRO F 0.04%
CSR B 0.04%
ZNTL F 0.04%
IDYA F 0.04%
BLBD D 0.04%
PTGX C 0.04%
WFRD D 0.04%
UNFI A 0.04%
IOVA F 0.04%
ALLK D 0.04%
KALV D 0.04%
GERN D 0.04%
CXM C 0.04%
MSBI B 0.04%
OABI F 0.04%
NUVL D 0.04%
SAGE F 0.04%
NXRT B 0.04%
NSP D 0.04%
DSGN C 0.04%
BRSP B 0.04%
ALX D 0.04%
ETNB C 0.04%
BASE C 0.04%
BECN B 0.04%
COUR F 0.04%
NSSC D 0.04%
ZIP F 0.04%
MLNK B 0.04%
RLAY F 0.03%
FIZZ C 0.03%
BEAM D 0.03%
ENTA F 0.03%
SANA F 0.03%
PKE B 0.03%
TSHA C 0.03%
RLMD F 0.03%
RCKT F 0.03%
GIII D 0.03%
RMAX C 0.03%
ANIK F 0.03%
NPK B 0.03%
MED F 0.03%
MBWM B 0.03%
IDT B 0.03%
ENSG D 0.03%
SHEN F 0.03%
FSTR B 0.03%
MTRN C 0.03%
HUMA F 0.03%
TSVT F 0.03%
PRTS C 0.03%
EDIT F 0.03%
CWCO C 0.03%
CLDX F 0.03%
UVSP B 0.03%
FNKO D 0.03%
BDTX F 0.03%
ASC F 0.03%
ETWO F 0.03%
ARRY C 0.03%
VSCO B 0.03%
ICFI F 0.03%
UFPI B 0.03%
MCY A 0.03%
TERN F 0.03%
MGNX F 0.03%
VYGR F 0.03%
BHLB B 0.03%
CHGG D 0.03%
FATE F 0.03%
VCEL B 0.03%
GRC A 0.03%
HRTX F 0.03%
CCBG B 0.02%
ANGO D 0.02%
CTMX F 0.02%
EB C 0.02%
SSTK F 0.02%
SVRA D 0.02%
ALEC F 0.02%
NTLA F 0.02%
DIN C 0.02%
ONTF C 0.02%
TNYA C 0.02%
NKTR F 0.02%
DVAX C 0.02%
MQ F 0.02%
PGEN F 0.02%
TNET D 0.02%
ZIMV D 0.02%
ALT C 0.02%
CRBU F 0.02%
UPLD C 0.02%
NKTX F 0.02%
ABUS D 0.02%
MCB B 0.02%
TCBK B 0.02%
ONB B 0.02%
SPOK C 0.02%
MRSN D 0.02%
JBSS D 0.02%
XNCR B 0.02%
PBYI C 0.02%
GPRE F 0.02%
ACET F 0.02%
TSE F 0.02%
PRAA C 0.02%
DOC D 0.02%
KPTI C 0.02%
ABSI F 0.02%
FCF A 0.02%
VERA B 0.02%
KYMR D 0.02%
YMAB F 0.02%
NABL F 0.02%
SWTX C 0.02%
HROW D 0.02%
GCI D 0.02%
BRY F 0.02%
SPCE D 0.01%
STNE F 0.01%
INO F 0.01%
ALVR F 0.01%
ZDGE F 0.01%
FGEN D 0.01%
IMVT F 0.01%
ADAP F 0.01%
CHRS D 0.01%
SMMT D 0.01%
XBIT F 0.01%
SUPN C 0.01%
RCKY F 0.01%
FESM Underweight 292 Positions Relative to HLGE
Symbol Grade Weight
CARG C -1.18%
NVDA C -1.17%
META D -1.06%
AMZN C -1.05%
GOOGL C -1.03%
ORCL B -1.03%
EBAY D -1.01%
DELL C -0.94%
CARS B -0.94%
TXN C -0.92%
HPE B -0.89%
QCOM F -0.89%
NOW A -0.88%
NXPI D -0.83%
MSFT F -0.83%
AAPL C -0.82%
HPQ B -0.82%
WMT A -0.82%
FICO B -0.81%
PSTG D -0.79%
STX D -0.79%
NTAP C -0.79%
JWN C -0.76%
DDS B -0.75%
WDC D -0.74%
GM B -0.74%
BKNG A -0.74%
JNJ D -0.73%
LOW D -0.73%
FTNT C -0.72%
TMUS B -0.7%
VRTX F -0.68%
MCK B -0.68%
HD A -0.67%
CL D -0.67%
DLB B -0.66%
TJX A -0.63%
MCHP D -0.6%
ADI D -0.6%
MTCH D -0.6%
NFLX A -0.6%
UNH C -0.57%
CRUS D -0.57%
TRIP F -0.57%
AXNX C -0.57%
PI D -0.56%
CMCSA B -0.54%
LMT D -0.54%
GILD C -0.54%
KR B -0.54%
ELV F -0.53%
OLED D -0.53%
AVGO D -0.53%
GS A -0.53%
M D -0.53%
MTD D -0.53%
BK A -0.52%
BSX B -0.52%
LLY F -0.52%
PANW C -0.52%
COST B -0.51%
T A -0.5%
PINS D -0.49%
MPWR F -0.48%
EA A -0.47%
MRK F -0.46%
MS A -0.44%
BRK.A B -0.44%
C A -0.44%
REGN F -0.43%
AMED F -0.43%
MTB A -0.43%
SNAP C -0.42%
KO D -0.41%
ZTS D -0.41%
ACI C -0.41%
PNC B -0.41%
OLLI D -0.41%
GEN B -0.41%
MCO B -0.4%
SYK C -0.4%
VRNS D -0.39%
HCA F -0.39%
WFC A -0.39%
BAC A -0.38%
MU D -0.38%
FITB A -0.37%
TGT F -0.37%
JPM A -0.36%
IAC D -0.36%
SWKS F -0.36%
CRWD B -0.35%
A D -0.35%
BMY B -0.35%
ISRG A -0.35%
CI F -0.35%
GD F -0.35%
IRM D -0.35%
ON D -0.34%
CW B -0.34%
VZ C -0.34%
UBER D -0.34%
MTSI B -0.34%
PEP F -0.33%
INTU C -0.33%
TMO F -0.33%
ABT B -0.33%
ABBV D -0.33%
SO D -0.32%
PG A -0.32%
RTX C -0.32%
DUK C -0.31%
STT A -0.31%
EDR A -0.31%
UTHR C -0.3%
KMB D -0.3%
WELL A -0.3%
AMGN D -0.3%
NVR D -0.3%
RF A -0.29%
HEI B -0.28%
GRMN B -0.28%
CDNS B -0.28%
YUM B -0.28%
ETR B -0.28%
MDT D -0.28%
HBAN A -0.28%
ADSK A -0.28%
USB A -0.28%
SYY B -0.27%
AXP A -0.27%
GDDY A -0.27%
PRU A -0.27%
PTC A -0.26%
RCL A -0.25%
EXEL B -0.25%
PEG A -0.25%
OGN D -0.25%
SYF B -0.25%
HUM C -0.25%
INCY C -0.24%
SNPS B -0.24%
JHG A -0.24%
MSGS A -0.24%
CB C -0.24%
COR B -0.24%
INTC D -0.23%
HON B -0.23%
PHM D -0.23%
RMD C -0.22%
POWI D -0.22%
NYT C -0.22%
PFE D -0.21%
PPL B -0.21%
ITCI C -0.21%
CINF A -0.21%
TDG D -0.21%
LRN A -0.21%
HLT A -0.21%
TYL B -0.21%
EHC B -0.21%
BJ A -0.2%
SMCI F -0.2%
LAMR D -0.2%
PGR A -0.2%
HRB D -0.2%
CNC D -0.2%
WAT B -0.2%
TSCO D -0.19%
COF B -0.19%
BOX B -0.18%
SPG B -0.18%
ZETA D -0.18%
FCNCA A -0.18%
KVUE A -0.18%
APP B -0.18%
BLK C -0.18%
AVB B -0.18%
ROST C -0.17%
HSY F -0.17%
NOC D -0.17%
PSMT C -0.17%
DGX A -0.16%
ANSS B -0.16%
FSLR F -0.16%
LOPE B -0.16%
AMD F -0.16%
QRVO F -0.16%
CHE D -0.16%
IMKTA C -0.16%
VICI C -0.15%
KSS F -0.15%
DHR F -0.15%
AMP A -0.15%
AFL B -0.15%
TDC D -0.15%
ORI A -0.14%
FOXA B -0.14%
NHI D -0.14%
ADBE C -0.14%
FLO D -0.14%
ALKT B -0.14%
SPGI C -0.14%
FE C -0.14%
EQR B -0.13%
SHOO D -0.13%
AGYS A -0.13%
CHD B -0.13%
RJF A -0.13%
AEP D -0.13%
TROW B -0.13%
TFC A -0.13%
BDX F -0.13%
WSM B -0.12%
BKE B -0.12%
SHO C -0.12%
EQH B -0.12%
ICE C -0.11%
LZB B -0.11%
AVT C -0.11%
JEF A -0.11%
LHX C -0.11%
ZBH C -0.11%
HOLX D -0.11%
ED D -0.1%
VEEV C -0.1%
EIX B -0.1%
DHI D -0.1%
BBY D -0.1%
ETSY D -0.09%
UNM A -0.09%
O D -0.08%
CHTR C -0.08%
SRE A -0.08%
THO B -0.08%
DTE C -0.08%
GIS D -0.08%
VTRS A -0.08%
MET A -0.08%
F C -0.08%
DFIN D -0.08%
GOLF B -0.08%
VTR C -0.08%
ROP B -0.08%
IDXX F -0.08%
PINC B -0.07%
VRSN F -0.07%
DOCU A -0.07%
BPOP B -0.07%
DOCS C -0.07%
ACGL D -0.06%
AXS A -0.06%
PRDO B -0.06%
AIG B -0.06%
NWL B -0.06%
AEE A -0.06%
ABNB C -0.06%
CAH B -0.06%
EVR B -0.06%
ZS C -0.05%
WBA F -0.05%
EPC D -0.05%
NRG B -0.04%
WEC A -0.04%
MDLZ F -0.04%
CBRE B -0.04%
DIS B -0.04%
MRVL B -0.04%
APO B -0.04%
MKL A -0.04%
WOR F -0.04%
CASY A -0.04%
STE F -0.04%
HLI B -0.04%
LTC B -0.03%
PFBC B -0.03%
BRBR A -0.03%
MORN B -0.03%
LYV A -0.03%
MCD D -0.03%
MANH D -0.03%
CFG B -0.03%
COLM B -0.02%
MMM D -0.02%
TNL A -0.02%
CASH A -0.02%
WHR B -0.02%
ALL A -0.02%
UE C -0.01%
AMG B -0.01%
CVS D -0.01%
PIPR B -0.01%
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