FYEE vs. CVLC ETF Comparison

Comparison of Fidelity Yield Enhanced Equity ETF (FYEE) to Morgan Stanley ETF Trust Calvert US Large-Cap Core Responsible Index ETF (CVLC)

FYEE

Fidelity Yield Enhanced Equity ETF

FYEE Description

FYEE is actively managed, investing in equities similar to the S&P 500 and Russell 1000. The fund sells call options for income generation, emphasizing current income and potential capital growth.

Grade (RS Rating)

Last Trade

$26.19

Average Daily Volume

636

Number of Holdings ^*

* may have additional holdings in another (foreign) market

CVLC

Morgan Stanley ETF Trust Calvert US Large-Cap Core Responsible Index ETF

CVLC Description

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of large companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.

Grade (RS Rating)

Last Trade

$71.64

Average Daily Volume

16,898

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	FYEE	CVLC
30 Days	1.85%	2.27%
60 Days	5.29%	6.22%
90 Days	4.35%	4.98%
12 Months		35.81%

7 Overlapping Holdings

Symbol	Grade	Weight in FYEE	Weight in CVLC	Overlap
AAPL	B	7.37%	6.9%	6.9%
AMZN	C	3.37%	3.31%	3.31%
AVGO	C	1.82%	1.59%	1.59%
GOOGL	D	2.0%	3.62%	2.0%
JPM	D	1.88%	1.39%	1.39%
MSFT	C	6.03%	6.0%	6.0%
NVDA	C	6.45%	5.55%	5.55%

FYEE Overweight 3 Positions Relative to CVLC

Symbol	Grade	Weight
META	B	2.87%
BRK.A	C	2.33%
GOOG	D	1.65%

FYEE Underweight 3 Positions Relative to CVLC

Symbol	Grade	Weight
LLY	D	-1.73%
TSLA	B	-1.31%
UNH	B	-1.21%