FDLO vs USMV

Both FDLO and USMV are ETFs. FDLO has a higher expense ratio than USMV (0.29% vs 0.15%). Below is the comparison between FDLO and USMV.

FDLO USMV
Segment Equity: U.S. - Large Cap Equity: U.S. - Total Market
Issuer Fidelity BlackRock
Net Assets $315.74M $32.01B
Expense Ratio 0.29% 0.15%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.76% 2.22%
Underlying Index Fidelity U.S. Low Volatility Factor Index MSCI USA Minimum Volatility Index
YTD Return 6.50% 1.36%
1-Year Return 12.40% 4.73%
3-Year Return 13.69% 10.91%
5-Year Return N/A 11.82%
10-Year Return N/A N/A

FDLO description

The Fund seeks to provide investment returns that correspond to the performance of the Fidelity U.S. Low Volatility Factor Index. The Fidelity U.S. Low Volatility Factor Index, which is designed to reflect the performance of stocks of large and mid-capitalization US companies with lower volatility than the broader market.

FDLO performance & returns

YTD Return 6.50%
1-Month Return 2.22%
3-Month Return 8.39%
1-Year Return 12.40%
3-Year Return 13.69%
5-Year Return N/A
10-Year Return N/A
FDLO expense ratio is 0.29%.

FDLO holdings

Top 10 Holdings (24.15% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 6.21%
Alphabet Inc A GOOGL 3.81%
Visa Inc Class A V 2.08%
Mastercard Inc A MA 1.97%
Johnson & Johnson JNJ 1.89%
Adobe Inc ADBE 1.78%
The Home Depot Inc HD 1.69%
Intel Corp INTC 1.63%
Verizon Communications Inc VZ 1.56%
UnitedHealth Group Inc UNH 1.53%

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USMV description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI USA Minimum Volatility Index. The Fund generally invests at least 90% of its assets in securities of the Underlying Index or in depositary receipts representing securities in the Index.

USMV performance & returns

YTD Return 1.36%
1-Month Return 1.50%
3-Month Return 5.66%
1-Year Return 4.73%
3-Year Return 10.91%
5-Year Return 11.82%
10-Year Return N/A
USMV expense ratio is 0.15%.

USMV holdings

Top 10 Holdings (14.94% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 1.55%
T-Mobile US Inc TMUS 1.54%
NextEra Energy Inc NEE 1.52%
Vertex Pharmaceuticals Inc VRTX 1.50%
McDonald's Corp MCD 1.49%
Visa Inc Class A V 1.48%
Verizon Communications Inc VZ 1.47%
Regeneron Pharmaceuticals Inc REGN 1.47%
Waste Management Inc WM 1.46%
PepsiCo Inc PEP 1.46%

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