NULV vs. FHEQ ETF Comparison
Comparison of NuShares ESG Large-Cap Value ETF (NULV) to Fidelity Hedged Equity ETF (FHEQ)
NULV
NuShares ESG Large-Cap Value ETF
NULV Description
The Fund seeks to track the investments results, before fees and expenses, of the TIAA ESG USA Large-Cap Value Index.
Grade (RS Rating)
Last Trade
$42.74
Average Daily Volume
107,252
Number of Holdings
*
103
* may have additional holdings in another (foreign) market
FHEQ
Fidelity Hedged Equity ETF
FHEQ Description
FHEQ is actively managed, investing in equity securities with market caps similar to the S&P 500 and Russell 1000. The fund utilizes quantitative analysis and options for downside protection.Grade (RS Rating)
Last Trade
$27.87
Average Daily Volume
24,517
Number of Holdings
*
168
* may have additional holdings in another (foreign) market
Performance
| Period | NULV | FHEQ |
|---|---|---|
| 30 Days | 2.49% | 2.51% |
| 60 Days | 3.24% | 3.80% |
| 90 Days | 6.48% | 4.54% |
| 12 Months | 26.45% |
32 Overlapping Holdings
| Symbol | Grade | Weight in NULV | Weight in FHEQ | Overlap | |
|---|---|---|---|---|---|
| ADP | B | 1.36% | 0.16% | 0.16% | |
| AMGN | D | 1.71% | 0.24% | 0.24% | |
| AMT | D | 1.21% | 0.24% | 0.24% | |
| AXP | A | 1.24% | 0.43% | 0.43% | |
| BAC | A | 1.23% | 1.17% | 1.17% | |
| BK | A | 1.64% | 0.36% | 0.36% | |
| BMY | B | 0.09% | 0.68% | 0.09% | |
| C | A | 1.82% | 0.54% | 0.54% | |
| CAH | B | 1.2% | 0.4% | 0.4% | |
| CAT | B | 1.04% | 0.48% | 0.48% | |
| CI | F | 1.5% | 0.63% | 0.63% | |
| CSCO | B | 1.48% | 0.79% | 0.79% | |
| DIS | B | 2.25% | 0.57% | 0.57% | |
| ECL | D | 1.29% | 0.62% | 0.62% | |
| ETN | A | 0.14% | 0.15% | 0.14% | |
| GILD | C | 0.65% | 0.73% | 0.65% | |
| HD | A | 0.76% | 1.32% | 0.76% | |
| JNJ | D | 1.64% | 0.61% | 0.61% | |
| KR | B | 1.45% | 0.11% | 0.11% | |
| MMC | B | 1.46% | 0.52% | 0.52% | |
| MMM | D | 1.5% | 0.22% | 0.22% | |
| MRK | F | 1.52% | 0.69% | 0.69% | |
| MS | A | 1.54% | 0.16% | 0.16% | |
| ORCL | B | 2.85% | 0.04% | 0.04% | |
| PGR | A | 1.5% | 0.63% | 0.63% | |
| PPG | F | 0.55% | 0.34% | 0.34% | |
| PSA | D | 0.19% | 0.19% | 0.19% | |
| QRVO | F | 0.26% | 0.11% | 0.11% | |
| SOLV | C | 0.41% | 0.12% | 0.12% | |
| SPGI | C | 0.29% | 0.28% | 0.28% | |
| TRV | B | 1.54% | 0.49% | 0.49% | |
| VZ | C | 1.89% | 0.18% | 0.18% |
NULV Overweight 71 Positions Relative to FHEQ
| Symbol | Grade | Weight | |
|---|---|---|---|
| KO | D | 2.11% | |
| IBM | C | 2.05% | |
| FI | A | 1.99% | |
| TXN | C | 1.97% | |
| PEP | F | 1.92% | |
| LOW | D | 1.89% | |
| INTC | D | 1.85% | |
| PNC | B | 1.76% | |
| OKE | A | 1.74% | |
| WELL | A | 1.7% | |
| DHR | F | 1.69% | |
| GS | A | 1.69% | |
| BKR | B | 1.67% | |
| DE | A | 1.6% | |
| ADI | D | 1.56% | |
| COR | B | 1.39% | |
| HCA | F | 1.37% | |
| EXC | C | 1.36% | |
| SBUX | A | 1.36% | |
| NXPI | D | 1.28% | |
| ED | D | 1.26% | |
| FDX | B | 1.12% | |
| FTV | C | 1.08% | |
| ADM | D | 1.06% | |
| RF | A | 0.95% | |
| UPS | C | 0.93% | |
| ES | D | 0.88% | |
| LYB | F | 0.87% | |
| CBOE | B | 0.85% | |
| FIS | C | 0.82% | |
| FSLR | F | 0.81% | |
| A | D | 0.77% | |
| KMB | D | 0.72% | |
| BR | A | 0.71% | |
| J | F | 0.71% | |
| CHD | B | 0.7% | |
| IR | B | 0.7% | |
| URI | B | 0.7% | |
| KDP | D | 0.69% | |
| WTW | B | 0.68% | |
| JCI | C | 0.64% | |
| HPQ | B | 0.59% | |
| STLD | B | 0.54% | |
| BG | F | 0.51% | |
| MET | A | 0.45% | |
| NEM | D | 0.43% | |
| PHM | D | 0.42% | |
| HIG | B | 0.41% | |
| EQIX | A | 0.41% | |
| ATO | A | 0.4% | |
| HOLX | D | 0.37% | |
| OC | A | 0.36% | |
| HOOD | B | 0.35% | |
| MOS | F | 0.34% | |
| CNP | B | 0.32% | |
| DINO | D | 0.28% | |
| IPG | D | 0.23% | |
| WDC | D | 0.19% | |
| TGT | F | 0.17% | |
| TFC | A | 0.17% | |
| SYY | B | 0.16% | |
| IRM | D | 0.1% | |
| BALL | D | 0.1% | |
| ZBH | C | 0.09% | |
| PRU | A | 0.08% | |
| REGN | F | 0.04% | |
| AWK | D | 0.04% | |
| ACN | C | 0.03% | |
| STE | F | 0.02% | |
| CNH | C | 0.02% | |
| WTRG | B | 0.02% |
NULV Underweight 136 Positions Relative to FHEQ
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -7.31% | |
| NVDA | C | -7.27% | |
| MSFT | F | -5.64% | |
| AMZN | C | -3.64% | |
| META | D | -2.87% | |
| BRK.A | B | -2.19% | |
| GOOGL | C | -2.02% | |
| JPM | A | -1.82% | |
| GOOG | C | -1.74% | |
| XOM | B | -1.54% | |
| AVGO | D | -1.49% | |
| MA | C | -1.34% | |
| TSLA | B | -1.26% | |
| NFLX | A | -1.26% | |
| CRM | B | -1.09% | |
| ABBV | D | -1.0% | |
| ADBE | C | -0.93% | |
| PM | B | -0.92% | |
| PG | A | -0.87% | |
| QCOM | F | -0.84% | |
| CMCSA | B | -0.83% | |
| WMT | A | -0.8% | |
| LLY | F | -0.76% | |
| NEE | D | -0.73% | |
| UNP | C | -0.73% | |
| TJX | A | -0.73% | |
| AMAT | F | -0.7% | |
| TT | A | -0.69% | |
| LMT | D | -0.69% | |
| T | A | -0.67% | |
| CTAS | B | -0.66% | |
| SQ | B | -0.59% | |
| BDX | F | -0.59% | |
| CL | D | -0.58% | |
| UNH | C | -0.57% | |
| NOC | D | -0.56% | |
| SCHW | B | -0.56% | |
| PFE | D | -0.56% | |
| SEIC | B | -0.54% | |
| PYPL | B | -0.54% | |
| KLAC | D | -0.54% | |
| DVN | F | -0.53% | |
| ZM | B | -0.52% | |
| CVNA | B | -0.52% | |
| TXT | D | -0.51% | |
| DBX | B | -0.51% | |
| MSCI | C | -0.49% | |
| CMG | B | -0.49% | |
| MU | D | -0.47% | |
| ZBRA | B | -0.47% | |
| V | A | -0.47% | |
| GE | D | -0.45% | |
| IGT | F | -0.45% | |
| COST | B | -0.45% | |
| ALLE | D | -0.44% | |
| RTX | C | -0.44% | |
| EOG | A | -0.43% | |
| CSX | B | -0.43% | |
| EXEL | B | -0.43% | |
| PCAR | B | -0.42% | |
| ALRM | C | -0.4% | |
| WM | A | -0.38% | |
| CME | A | -0.37% | |
| TDC | D | -0.35% | |
| NOW | A | -0.34% | |
| ANF | C | -0.33% | |
| LDOS | C | -0.32% | |
| NUE | C | -0.32% | |
| MEDP | D | -0.31% | |
| GRMN | B | -0.31% | |
| CACI | D | -0.3% | |
| TMUS | B | -0.29% | |
| SKYW | B | -0.29% | |
| HWM | A | -0.27% | |
| INCY | C | -0.27% | |
| MSI | B | -0.26% | |
| TMO | F | -0.26% | |
| IDXX | F | -0.26% | |
| NSC | B | -0.26% | |
| FTNT | C | -0.24% | |
| BLK | C | -0.23% | |
| TROW | B | -0.23% | |
| LRCX | F | -0.23% | |
| LHX | C | -0.23% | |
| AME | A | -0.22% | |
| MGM | D | -0.22% | |
| CVS | D | -0.22% | |
| BIIB | F | -0.21% | |
| XEL | A | -0.21% | |
| RSG | A | -0.2% | |
| GL | B | -0.2% | |
| CLX | B | -0.2% | |
| GAP | C | -0.18% | |
| DOCU | A | -0.18% | |
| HLT | A | -0.18% | |
| GEHC | F | -0.17% | |
| LNW | D | -0.17% | |
| FTI | A | -0.17% | |
| WDAY | B | -0.16% | |
| SPG | B | -0.16% | |
| PEGA | A | -0.16% | |
| F | C | -0.15% | |
| TPH | D | -0.15% | |
| WFC | A | -0.15% | |
| UBER | D | -0.14% | |
| GEN | B | -0.13% | |
| DASH | A | -0.12% | |
| VEEV | C | -0.12% | |
| CINF | A | -0.12% | |
| NBIX | C | -0.11% | |
| BBWI | D | -0.11% | |
| VST | B | -0.11% | |
| ROST | C | -0.1% | |
| PLTK | B | -0.1% | |
| MKL | A | -0.09% | |
| BAH | F | -0.09% | |
| ANET | C | -0.08% | |
| DOC | D | -0.08% | |
| ALL | A | -0.07% | |
| BCC | B | -0.07% | |
| MDLZ | F | -0.07% | |
| L | A | -0.07% | |
| TENB | C | -0.06% | |
| CRUS | D | -0.06% | |
| LYFT | C | -0.06% | |
| BLD | D | -0.05% | |
| UTHR | C | -0.05% | |
| QGEN | D | -0.04% | |
| SCCO | F | -0.04% | |
| LPLA | A | -0.03% | |
| CVX | A | -0.02% | |
| MHO | D | -0.02% | |
| TWLO | A | -0.02% | |
| UNM | A | -0.01% | |
| NWL | B | -0.01% | |
| OGE | B | -0.01% |
NULV: Top Represented Industries & Keywords
Industries:
Business Services
Drug Manufacturers - Major
Semiconductors
Banks - Regional - US
Beverages - Soft Drinks
Capital Markets
Farm & Construction Equipment
Specialty Chemicals
Banks - Global
Diagnostics & Research
Diversified Industrials
Engineering & Construction
Farm Products
Home Improvement Stores
Household & Personal Products
Information Technology Services
Insurance - Life
Insurance - Property & Casualty
Insurance Brokers
Integrated Shipping & Logistics
FHEQ: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Insurance - Property & Casualty
Apparel Stores
Capital Markets
Semiconductors
Telecom Services
Aerospace & Defense
Asset Management
Banks - Global
Biotechnology
Credit Services
Diagnostics & Research
Household & Personal Products
Software - Infrastructure
Specialty Industrial Machinery
Business Services
Communication Equipment
Diversified Industrials
Health Care Plans
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