UPAR vs. FBCV ETF Comparison
Comparison of UPAR Ultra Risk Parity ETF (UPAR) to Fidelity Blue Chip Value ETF (FBCV)
UPAR
UPAR Ultra Risk Parity ETF
UPAR Description
UPAR Ultra Risk Parity ETF is an exchange traded fund launched and managed by Toroso Investments, LLC. The fund invests in public equity, fixed income and commodity markets of global region. For its equity portion, it invests directly, through derivatives and through other funds in stocks of companies operating across diversified sectors. The fund uses derivatives such as futures to create its portfolio. It invests in growth and value stocks of companies across diversified market capitalization. For its fixed income portion, the fund invests directly and through derivatives in U.S. treasury inflation protected securities and U.S. treasury securities of varying maturities. For its commodity portion, it invests directly and through other funds in gold. UPAR Ultra Risk Parity ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$13.60
Average Daily Volume
25,226
38
FBCV
Fidelity Blue Chip Value ETF
FBCV Description
The investment seeks long-term growth of capital. Normally the fund invests at least 80% of assets in blue chip companies (companies that, in Fidelity Management & Research Company LLC's (FMR) view, are well-known, well-established and well-capitalized), which generally have large or medium market capitalizations. It invests in companies that manager believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry (stocks of these companies are often called "value" stocks). The fund is non-diversified.Grade (RS Rating)
Last Trade
$30.62
Average Daily Volume
17,633
78
Performance
| Period | UPAR | FBCV |
|---|---|---|
| 30 Days | 3.97% | 2.61% |
| 60 Days | 0.00% | -1.31% |
| 90 Days | 2.12% | 2.92% |
| 12 Months | 1.67% | 15.73% |
UPAR Overweight 32 Positions Relative to FBCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| GLDM | B | 15.4% | |
| VXF | B | 3.38% | |
| BHP | C | 1.5% | |
| RIO | C | 1.24% | |
| CVX | B | 1.05% | |
| SCCO | C | 0.93% | |
| FCX | B | 0.76% | |
| TTE | B | 0.59% | |
| CTVA | C | 0.54% | |
| VALE | D | 0.53% | |
| FSLR | A | 0.37% | |
| BP | D | 0.37% | |
| ECL | B | 0.29% | |
| EOG | D | 0.25% | |
| ENPH | B | 0.23% | |
| SQM | C | 0.19% | |
| E | D | 0.18% | |
| XYL | B | 0.16% | |
| HES | D | 0.16% | |
| AWK | C | 0.12% | |
| MOS | D | 0.12% | |
| FANG | D | 0.12% | |
| TTC | F | 0.11% | |
| FMC | C | 0.1% | |
| DVN | D | 0.1% | |
| AGCO | F | 0.1% | |
| IEX | F | 0.09% | |
| EC | A | 0.08% | |
| CTRA | C | 0.07% | |
| EQT | B | 0.05% | |
| MRO | D | 0.05% | |
| SEDG | F | 0.03% |
UPAR Underweight 72 Positions Relative to FBCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | C | -4.44% | |
| JPM | B | -3.94% | |
| CI | D | -3.25% | |
| CMCSA | F | -3.2% | |
| TRV | D | -2.87% | |
| DIS | D | -2.76% | |
| BAC | A | -2.73% | |
| CNC | D | -2.56% | |
| WFC | C | -2.23% | |
| PCG | B | -2.18% | |
| CSCO | F | -2.13% | |
| BMY | F | -1.9% | |
| BLK | C | -1.9% | |
| KVUE | D | -1.8% | |
| HRB | C | -1.74% | |
| CB | C | -1.7% | |
| CVS | F | -1.68% | |
| JNJ | F | -1.68% | |
| AZN | B | -1.67% | |
| UNH | C | -1.65% | |
| NOC | D | -1.56% | |
| PG | B | -1.51% | |
| ELV | C | -1.41% | |
| CTSH | F | -1.29% | |
| MDLZ | D | -1.25% | |
| EIX | B | -1.23% | |
| SRE | B | -1.22% | |
| KO | B | -1.21% | |
| SNY | C | -1.2% | |
| WTW | D | -1.19% | |
| DOX | F | -1.15% | |
| LW | D | -1.06% | |
| CEG | B | -1.06% | |
| PNC | C | -1.02% | |
| ROST | C | -0.99% | |
| LMT | B | -0.94% | |
| KDP | B | -0.92% | |
| USFD | C | -0.9% | |
| SO | B | -0.89% | |
| LHX | B | -0.87% | |
| PNR | C | -0.87% | |
| CCEP | B | -0.8% | |
| HLN | C | -0.78% | |
| MU | A | -0.73% | |
| TSN | C | -0.72% | |
| OVV | D | -0.68% | |
| DEO | F | -0.67% | |
| MTB | C | -0.63% | |
| CCI | D | -0.62% | |
| AMG | D | -0.62% | |
| BJ | A | -0.61% | |
| CCK | C | -0.61% | |
| NTRS | D | -0.59% | |
| MMS | C | -0.58% | |
| USB | D | -0.58% | |
| AR | B | -0.56% | |
| UL | A | -0.55% | |
| NGG | D | -0.52% | |
| NEE | A | -0.51% | |
| RRX | F | -0.5% | |
| AES | B | -0.5% | |
| ETN | B | -0.46% | |
| OTEX | F | -0.45% | |
| CLX | F | -0.44% | |
| NEM | C | -0.24% | |
| NXPI | A | -0.22% | |
| CFR | D | -0.21% | |
| AVGO | B | -0.2% | |
| TEL | A | -0.19% | |
| OSK | D | -0.16% | |
| D | B | -0.1% | |
| APO | A | -0.1% |
UPAR: Top Represented Industries & Keywords
FBCV: Top Represented Industries & Keywords
Compare ETFs
