FMDE vs. SCHJ ETF Comparison

Comparison of Fidelity Enhanced Mid Cap ETF (FMDE) to HCM Defender 500 Index ETF (SCHJ)
FMDE

Fidelity Enhanced Mid Cap ETF

FMDE Description

The fund will normally invest at least 80% of assets in common stocks included in the Russell Midcap® Index, which is a market capitalization-weighted index designed to measure the performance of the mid-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

151,741

Number of Holdings *

292

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

HCM Defender 500 Index ETF

SCHJ Description The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays US 1-5 Year Corporate Bond Index. To pursue its goal, the fund generally invests in securities that are included in the index. The index measures the performance of U.S. investment grade, taxable corporate bonds with maturities greater than or equal to one year and less than five years that have $300 million or more of outstanding face value. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.

Grade (RS Rating)

Last Trade

$24.47

Average Daily Volume

87,763

Number of Holdings *

436

* may have additional holdings in another (foreign) market
Performance
Period FMDE SCHJ
30 Days 9.00% 0.21%
60 Days 10.33% -0.45%
90 Days 12.62% 0.35%
12 Months 40.21% 7.05%
119 Overlapping Holdings
Symbol Grade Weight in FMDE Weight in SCHJ Overlap
A D 0.27% 0.02% 0.02%
ADM F 0.07% 0.02% 0.02%
AES F 0.12% 0.0% 0.0%
AFL B 0.02% 0.01% 0.01%
AIZ B 0.63% 0.02% 0.02%
ALL B 0.57% 0.03% 0.03%
ALLE D 0.58% 0.02% 0.02%
AMP B 0.6% 0.02% 0.02%
AMT D 0.06% 0.01% 0.01%
ARW D 0.01% 0.01% 0.01%
AWK D 0.1% 0.02% 0.02%
BERY B 0.46% 0.05% 0.05%
BIIB F 0.04% 0.1% 0.04%
BK A 0.99% 0.01% 0.01%
BMY B 0.26% 0.02% 0.02%
BRO B 0.25% 0.01% 0.01%
BRX A 0.45% 0.0% 0.0%
CAH B 0.74% 0.02% 0.02%
CCI D 0.6% 0.01% 0.01%
CF B 0.03% 0.02% 0.02%
CFG B 0.23% 0.02% 0.02%
CI D 0.06% 0.02% 0.02%
CL D 0.42% 0.0% 0.0%
CLX C 0.65% 0.03% 0.03%
CMI A 0.94% 0.0% 0.0%
CNP A 0.52% 0.02% 0.02%
CSL B 0.05% 0.01% 0.01%
CTRA B 0.1% 0.0% 0.0%
DAL B 0.05% 0.02% 0.02%
DD D 0.58% 0.09% 0.09%
DFS B 0.21% 0.02% 0.02%
DGX B 0.04% 0.03% 0.03%
DHI D 0.37% 0.02% 0.02%
DOC C 0.15% 0.0% 0.0%
DTE C 0.06% 0.01% 0.01%
DVN F 0.31% 0.02% 0.02%
EA C 0.58% 0.03% 0.03%
EBAY C 0.32% 0.03% 0.03%
ED D 0.02% 0.03% 0.02%
EIX A 0.61% 0.0% 0.0%
EQH B 0.62% 0.02% 0.02%
EQR B 0.29% 0.03% 0.03%
ES D 0.09% 0.01% 0.01%
EVRG A 0.41% 0.03% 0.03%
EXC D 0.11% 0.03% 0.03%
EXPE B 0.73% 0.02% 0.02%
FANG F 0.26% 0.03% 0.03%
FIS D 0.63% 0.03% 0.03%
FTV B 0.54% 0.03% 0.03%
GILD B 0.51% 0.07% 0.07%
GIS D 0.33% 0.01% 0.01%
GLPI B 0.27% 0.02% 0.02%
GPN C 0.2% 0.02% 0.02%
GWW A 0.42% 0.03% 0.03%
GXO B 0.14% 0.02% 0.02%
HAL C 0.02% 0.03% 0.02%
HES C 0.22% 0.02% 0.02%
HII F 0.21% 0.02% 0.02%
HPE B 0.61% 0.03% 0.03%
HPQ B 0.01% 0.1% 0.01%
HRB D 0.22% 0.02% 0.02%
HUBB B 0.59% 0.02% 0.02%
HUM C 0.06% 0.01% 0.01%
IFF D 0.27% 0.03% 0.03%
JHG A 0.07% 0.03% 0.03%
K A 0.04% 0.02% 0.02%
KEY A 0.65% 0.03% 0.03%
KLAC F 0.36% 0.07% 0.07%
KMB C 0.22% 0.02% 0.02%
KMI B 0.14% 0.01% 0.01%
KR A 0.73% 0.02% 0.02%
L B 0.06% 0.02% 0.02%
LDOS D 0.6% 0.03% 0.03%
LEG D 0.08% 0.02% 0.02%
LEN C 0.29% 0.02% 0.02%
LHX C 0.24% 0.03% 0.03%
LUV B 0.1% 0.04% 0.04%
MCHP F 0.08% 0.05% 0.05%
MSI C 0.5% 0.03% 0.03%
MTB B 0.22% 0.01% 0.01%
NDAQ A 0.44% 0.02% 0.02%
NOC D 0.18% 0.04% 0.04%
NSC A 0.06% 0.0% 0.0%
NTAP C 0.64% 0.02% 0.02%
NUE D 0.6% 0.02% 0.02%
OC B 0.23% 0.02% 0.02%
OGE A 0.04% 0.01% 0.01%
OKE C 0.01% 0.0% 0.0%
PCAR B 0.38% 0.0% 0.0%
PCG B 0.36% 0.02% 0.02%
PHM C 0.05% 0.03% 0.03%
PPG D 0.66% 0.01% 0.01%
PRU A 0.85% 0.01% 0.01%
PSA C 0.46% 0.01% 0.01%
PYPL A 0.54% 0.03% 0.03%
RGA A 0.28% 0.02% 0.02%
ROP B 0.1% 0.01% 0.01%
ROST C 0.71% 0.02% 0.02%
RS B 0.3% 0.02% 0.02%
SF B 0.03% 0.05% 0.03%
SNX C 0.44% 0.03% 0.03%
SPG C 0.96% 0.02% 0.02%
STLD B 0.47% 0.02% 0.02%
STT A 0.72% 0.01% 0.01%
SWK D 0.01% 0.03% 0.01%
SWKS F 0.45% 0.03% 0.03%
SYF A 0.36% 0.05% 0.05%
SYY C 0.11% 0.02% 0.02%
TPR A 0.51% 0.03% 0.03%
TT B 0.48% 0.03% 0.03%
TXT D 0.59% 0.0% 0.0%
UAL B 0.79% 0.02% 0.02%
UHS D 0.32% 0.04% 0.04%
UNM A 0.52% 0.02% 0.02%
VMC B 0.42% 0.03% 0.03%
WAB B 0.43% 0.02% 0.02%
WMB B 1.12% 0.03% 0.03%
WU D 0.33% 0.0% 0.0%
XEL A 0.28% 0.02% 0.02%
FMDE Overweight 173 Positions Relative to SCHJ
Symbol Grade Weight
SQ B 0.97%
VST B 0.94%
HWM B 0.89%
MSCI C 0.84%
RJF A 0.78%
CVNA B 0.75%
RBLX C 0.72%
WTW B 0.72%
VEEV B 0.71%
TOST B 0.69%
TWLO B 0.67%
ZM B 0.67%
AXON B 0.67%
CSGP C 0.66%
DOCU A 0.65%
NRG C 0.65%
NVR D 0.65%
CCL B 0.65%
VICI C 0.63%
TOL A 0.62%
IDXX F 0.61%
HUBS B 0.61%
INCY C 0.6%
CW B 0.59%
LNG B 0.59%
SSNC A 0.59%
LYFT C 0.57%
CNC F 0.57%
DBX C 0.56%
DKNG C 0.56%
TRGP B 0.56%
GL C 0.54%
FFIV A 0.54%
MANH C 0.54%
EXEL A 0.52%
CTAS B 0.52%
GRMN A 0.52%
DCI A 0.52%
COR C 0.51%
MPWR F 0.51%
QRVO F 0.5%
CACI D 0.49%
GAP C 0.49%
AMH C 0.49%
ECL D 0.49%
CCK D 0.48%
TDC D 0.48%
BURL B 0.48%
AXTA A 0.47%
BWXT B 0.47%
NYT C 0.45%
MEDP F 0.45%
HLT A 0.45%
PEGA A 0.45%
ANF C 0.45%
CRUS F 0.44%
LNW D 0.44%
NBIX C 0.44%
PLTR B 0.43%
NVT B 0.41%
HIG B 0.4%
AME A 0.4%
SOLV C 0.39%
AM B 0.39%
CPNG D 0.39%
FIX A 0.38%
EEFT B 0.38%
IGT F 0.38%
ALSN B 0.37%
VMI A 0.37%
HXL D 0.35%
UTHR C 0.35%
LPX B 0.35%
ZION B 0.34%
RNG B 0.34%
SEE C 0.34%
DUOL B 0.33%
IQV F 0.33%
NTNX B 0.33%
WCC B 0.33%
BLD C 0.32%
Z B 0.32%
EME B 0.31%
COIN B 0.31%
CPAY A 0.31%
AYI B 0.31%
APP B 0.3%
GDDY B 0.29%
MGM F 0.28%
MTDR C 0.28%
BAH F 0.27%
CBOE B 0.27%
DXCM C 0.27%
ELAN F 0.27%
ZG B 0.26%
ZBRA A 0.25%
PLTK B 0.25%
BILL A 0.25%
CDW F 0.25%
INGR B 0.24%
SEIC A 0.24%
GTES A 0.23%
TW B 0.22%
SBAC D 0.22%
FLS A 0.21%
PCTY B 0.21%
ADTN B 0.2%
DKS C 0.2%
BLDR C 0.2%
MKTX D 0.19%
RCL B 0.18%
NWSA B 0.18%
ACM A 0.17%
MKL A 0.16%
DASH A 0.16%
WWD B 0.16%
USFD A 0.16%
SAM C 0.15%
KD B 0.15%
TPL B 0.14%
CINF A 0.13%
ATI D 0.13%
ANSS B 0.13%
REG B 0.13%
FTI A 0.12%
CHDN B 0.12%
ITT A 0.12%
WSM B 0.11%
CBSH B 0.11%
MORN A 0.11%
IBKR B 0.11%
GEHC F 0.11%
NWS B 0.11%
CTRE D 0.1%
VLTO C 0.1%
AXS A 0.09%
ACGL D 0.09%
LPLA B 0.09%
XRAY F 0.08%
WBD C 0.08%
VSTS C 0.07%
CWEN C 0.07%
MSA C 0.07%
WDAY C 0.06%
FR C 0.06%
EG C 0.06%
VIRT B 0.06%
TNL A 0.06%
WEN D 0.05%
EGP D 0.05%
TXG F 0.05%
NTRA B 0.05%
BBWI C 0.04%
CWEN C 0.04%
ULTA F 0.04%
U C 0.04%
BBY D 0.03%
EPR D 0.03%
REYN D 0.03%
AKAM F 0.03%
TXRH A 0.03%
BMRN F 0.03%
CNM D 0.03%
CBRE B 0.03%
JAZZ B 0.02%
QGEN D 0.02%
POST B 0.02%
AJG A 0.02%
OVV C 0.02%
MRO B 0.02%
LSCC D 0.01%
STAG D 0.01%
HOOD B 0.01%
FMDE Underweight 317 Positions Relative to SCHJ
Symbol Grade Weight
CARR C -0.1%
MDT D -0.1%
COP D -0.09%
BABA D -0.09%
V A -0.09%
TAP C -0.08%
OTIS C -0.07%
CME A -0.07%
BLK C -0.07%
STLA F -0.07%
NI A -0.06%
WBA D -0.06%
TMUS A -0.06%
ORCL C -0.06%
CHTR C -0.06%
ETN A -0.05%
KO D -0.05%
RF B -0.05%
SJM D -0.05%
EMN D -0.05%
ADP B -0.05%
HRL D -0.05%
ATO A -0.05%
VRSK A -0.05%
TGT F -0.05%
BDX F -0.05%
DLTR D -0.05%
MRK F -0.05%
GS B -0.05%
MSFT D -0.05%
ITW A -0.04%
SPGI C -0.04%
DXC B -0.04%
AMAT F -0.04%
NTRS A -0.04%
CMA A -0.04%
BHP F -0.04%
PPL B -0.04%
FDX B -0.04%
MLM B -0.04%
WLK D -0.04%
JBHT C -0.04%
DOW F -0.04%
VFC C -0.04%
PH A -0.04%
MA B -0.04%
HON B -0.04%
MOS F -0.04%
RPRX D -0.04%
FOXA C -0.04%
JEF A -0.04%
GSK F -0.04%
DIS B -0.04%
SBUX B -0.04%
AXP A -0.04%
HCA F -0.04%
AIG B -0.04%
AMZN C -0.04%
AAPL B -0.04%
DELL C -0.04%
AMCR D -0.03%
FAF B -0.03%
KEYS B -0.03%
HP C -0.03%
THG C -0.03%
DLR A -0.03%
BWA C -0.03%
EMR A -0.03%
KMPR B -0.03%
HAS D -0.03%
MAIN A -0.03%
TEL B -0.03%
RL B -0.03%
GP F -0.03%
ORI A -0.03%
TME F -0.03%
FTNT C -0.03%
BC C -0.03%
LII A -0.03%
JBL C -0.03%
AN B -0.03%
MHK D -0.03%
WB C -0.03%
BAX F -0.03%
CE F -0.03%
FRT A -0.03%
OPI F -0.03%
JD D -0.03%
AWH F -0.03%
JCI C -0.03%
IP B -0.03%
PVH C -0.03%
VNT C -0.03%
BKU B -0.03%
VRSN F -0.03%
CNO A -0.03%
DG F -0.03%
MKC D -0.03%
AVT C -0.03%
ALLY C -0.03%
MDLZ F -0.03%
MPC F -0.03%
TMO F -0.03%
VLO C -0.03%
LVS C -0.03%
MU D -0.03%
EPD B -0.03%
NVDA C -0.03%
PFE D -0.03%
GOOGL C -0.03%
ARCC A -0.03%
BIDU F -0.03%
USB A -0.03%
CSCO A -0.03%
GE D -0.03%
IBM C -0.03%
WMT B -0.03%
XOM C -0.03%
C A -0.03%
ABBV D -0.03%
HSBC B -0.03%
MS B -0.03%
BAC A -0.03%
TSLX B -0.02%
TCPC C -0.02%
FNB B -0.02%
VLY B -0.02%
SNV B -0.02%
WAL B -0.02%
ADI D -0.02%
APD A -0.02%
DOV A -0.02%
KSS F -0.02%
SBRA B -0.02%
OCSL D -0.02%
HTGC D -0.02%
NEU C -0.02%
BCSF B -0.02%
CTVA B -0.02%
PSEC D -0.02%
AGO A -0.02%
RNR C -0.02%
TRMB B -0.02%
KRC C -0.02%
TKR D -0.02%
ADSK B -0.02%
JNPR F -0.02%
PNW B -0.02%
ILMN C -0.02%
G B -0.02%
RPM A -0.02%
EL F -0.02%
GBDC B -0.02%
FHN B -0.02%
LLY F -0.02%
LNC B -0.02%
LNT A -0.02%
HOG F -0.02%
PKG B -0.02%
LAZ B -0.02%
BR A -0.02%
GSBD F -0.02%
TDY B -0.02%
BKH B -0.02%
VOYA B -0.02%
SLG B -0.02%
PFG C -0.02%
WPC D -0.02%
WM A -0.02%
MRVL B -0.02%
ROK B -0.02%
INTU C -0.02%
BG F -0.02%
SHW A -0.02%
AON A -0.02%
MCO A -0.02%
LYB F -0.02%
H A -0.02%
ARE D -0.02%
CNA B -0.02%
NNN D -0.02%
EQIX A -0.02%
WEC A -0.02%
R B -0.02%
TJX A -0.02%
HBAN B -0.02%
SRE A -0.02%
MMM D -0.02%
SITC D -0.02%
ORLY B -0.02%
BKNG B -0.02%
PEG A -0.02%
D C -0.02%
ABT B -0.02%
LH B -0.02%
SYK C -0.02%
AGR B -0.02%
PM B -0.02%
ETR B -0.02%
CNH A -0.02%
MET A -0.02%
NXPI D -0.02%
HST C -0.02%
STZ D -0.02%
CRM B -0.02%
MO A -0.02%
CAT B -0.02%
CM A -0.02%
TSN B -0.02%
QCOM F -0.02%
DUK C -0.02%
ICE D -0.02%
AL A -0.02%
UPS C -0.02%
MMC A -0.02%
SLB C -0.02%
GD F -0.02%
RTX D -0.02%
VOD D -0.02%
PG A -0.02%
AVGO D -0.02%
KDP D -0.02%
PNC A -0.02%
MAR A -0.02%
EOG C -0.02%
BXP D -0.02%
AER A -0.02%
BNS A -0.02%
DB D -0.02%
OMC C -0.02%
PEP F -0.02%
ZTS D -0.02%
CB D -0.02%
TFC B -0.02%
LMT D -0.02%
VZ B -0.02%
JNJ D -0.02%
RY B -0.02%
MUFG B -0.02%
CVX B -0.02%
NWG C -0.02%
INTC C -0.02%
WFC A -0.02%
JPM B -0.02%
CHD B -0.01%
NEM F -0.01%
BEN C -0.01%
VNO B -0.01%
FE D -0.01%
ALB C -0.01%
PDM D -0.01%
MAA B -0.01%
O D -0.01%
CSX B -0.01%
OHI D -0.01%
EFX D -0.01%
RSG A -0.01%
AEP D -0.01%
CP D -0.01%
DHR D -0.01%
NKE F -0.01%
WEST C -0.01%
AVB B -0.01%
CPB D -0.01%
HSY F -0.01%
AMG B -0.01%
OGS A -0.01%
LRCX F -0.01%
PAA B -0.01%
APTV F -0.01%
MCK C -0.01%
ADBE C -0.01%
VTR D -0.01%
NFG B -0.01%
SCHW A -0.01%
CAG D -0.01%
LOW C -0.01%
FITB B -0.01%
HD A -0.01%
PSX C -0.01%
UNH B -0.01%
AMGN D -0.01%
BMO A -0.01%
TD F -0.01%
COF B -0.01%
AZN F -0.01%
MCD D -0.01%
GM B -0.01%
ZBH C -0.01%
CVS D -0.01%
T A -0.01%
CMCSA C -0.01%
BA D -0.01%
FCNCA B -0.0%
COST B -0.0%
CMS C -0.0%
AEE A -0.0%
SCCO F -0.0%
KIM A -0.0%
WHR B -0.0%
FLEX B -0.0%
CUBE D -0.0%
APH B -0.0%
AZO C -0.0%
ESS B -0.0%
BDN C -0.0%
IVZ B -0.0%
TXN D -0.0%
UNP C -0.0%
LIN D -0.0%
WELL C -0.0%
BSX C -0.0%
FSK A -0.0%
MPLX B -0.0%
DE B -0.0%
SO D -0.0%
NEE D -0.0%
Compare ETFs