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FDIS

Fidelity MSCI Consumer Discretionary Index ETF
1W: +0.4% 1M: -5.2% 3M: -9.6% YTD: -6.8% 1Y: +8.2% 3Y: +56.1% 5Y: +30.3%
$94.69
+0.97 (+1.03%)
After Hours: $95.02 (+0.33, +0.34%)
ETF AMEX · AUM $1.8B
ETF-Level Metrics
AUM$1.8B
Holdings248
Top 10 Wt61.6%
Beta1.42
% Profitable74%
Coverage100%
Portfolio Valuation
P/E39.6
P/B7.2
P/S4.0
EV/EBITDA19.1
P/FCF167.6
PEG-12.95
Profitability & Returns
Gross Margin44.5%
Net Margin10.0%
ROE21.1%
ROA9.8%
ROIC14.3%
Div Yield0.82%
Leverage & Liquidity
Debt/Equity0.43
Debt/Assets0.21
Net Debt/EBITDA0.2x
Interest Cov28.5x
Current Ratio1.15
Quick Ratio0.94
Growth (YoY)
Revenue+6.9%
Net Income+0.6%
EPS+1.4%
FCF+1.7%
EBITDA+8.4%
Rev CAGR 3Y+9.0%
Quality Scores
Piotroski F6.1
Altman Z14.38
IS Quality67.2
IS Overall53.4
IS Value40.2
Median P/E15.8

Sector Breakdown

9 sectors
Sector # Holdings Total Weight % Avg P/E
Consumer Cyclical 207 95.2% 267.6
Communication Services 5 1.2% 251.7
Consumer Defensive 13 1.2% 27.2
Technology 7 0.9% -0.3
Industrials 12 0.9% 3.1
Other 5 0.3%
Energy 1 0.1% 52.1
Healthcare 1 0.1% 1755.2
Financial Services 2 0.1% 41.8

Smart Money Overlap

5 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
MCD McDonald's Corporation 3.59% 4 Bullish 11 1 -4.3%
HLT Hilton Worldwide Holdings Inc. 1.13% 4 Bullish 7 2 -3.2%
ARMK Aramark 0.21% 4 Bullish 25 1 +2.3%
VVV Valvoline Inc. 0.10% 4 Bullish 7 1 +11.3%
HOG Harley-Davidson, Inc. 0.06% 4 Bullish 3 5 +2.8%
Showing 50 of 253 holdings · Page 1 of 6
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 AMAZON.COM INC COMMON STOCK USD.01 AMZN 24.66% $410.0M 1,953,519 29.2 $2.3T Consumer Cyclical
2 TESLA INC COMMON STOCK USD.001 TSLA 17.26% $286.9M 730,457 328.7 $1.4T Consumer Cyclical
3 HOME DEPOT INC COMMON STOCK USD.05 HD 4.83% $80.3M 242,800 23.3 $331.2B Consumer Cyclical
4 MCDONALD S CORP COMMON STOCK USD.01 MCD 3.59% $59.7M 189,230 26.0 $222.4B Consumer Cyclical
5 TJX COMPANIES INC COMMON STOCK USD1.0 TJX 2.73% $45.4M 296,808 32.7 $177.8B Consumer Cyclical
6 BOOKING HOLDINGS INC COMMON STOCK USD.008 BKNG 2.28% $37.9M 8,654 25.4 $136.6B Consumer Cyclical
7 LOWE S COS INC COMMON STOCK USD.5 LOW 2.09% $34.7M 150,012 19.8 $132.5B Consumer Cyclical
8 STARBUCKS CORP COMMON STOCK USD.001 SBUX 1.70% $28.2M 304,254 77.1 $105.6B Consumer Cyclical
9 MERCADOLIBRE INC COMMON STOCK USD.001 MELI 1.24% $20.7M 12,228 41.6 $83.1B Consumer Cyclical
10 O REILLY AUTOMOTIVE INC COMMON STOCK USD.01 ORLY 1.22% $20.2M 230,809 30.3 $76.9B Consumer Cyclical
11 MARRIOTT INTERNATIONAL CL A COMMON STOCK USD.01 MAR 1.21% $20.1M 62,283 33.7 $86.6B Consumer Cyclical
12 ROYAL CARIBBEAN CRUISES LTD COMMON STOCK USD.01 0I1W.L 1.14% $18.9M 70,161 17.7 $75.9B Consumer Cyclical
13 GENERAL MOTORS CO COMMON STOCK USD.01 GM 1.13% $18.8M 255,313 21.3 $71.5B Consumer Cyclical
14 HILTON WORLDWIDE HOLDINGS IN COMMON STOCK USD.01 HLT 1.13% $18.8M 63,663 49.1 $70.5B Consumer Cyclical
15 ROSS STORES INC COMMON STOCK USD.01 ROST 1.11% $18.4M 89,005 32.2 $70.3B Consumer Cyclical
16 NIKE INC CL B COMMON STOCK NKE 1.04% $17.2M 321,895 31.0 $78.3B Consumer Cyclical
17 DOORDASH INC A COMMON STOCK USD.00001 DASH 1.03% $17.1M 103,445 70.7 $66.4B Communication Services
18 AIRBNB INC CLASS A COMMON STOCK USD.0001 ABNB 0.94% $15.6M 118,622 32.2 $79.0B Consumer Cyclical
19 AUTOZONE INC COMMON STOCK USD.01 AZO 0.92% $15.3M 4,562 23.1 $55.9B Consumer Cyclical
20 FORD MOTOR CO COMMON STOCK USD.01 F 0.76% $12.7M 1,078,497 -5.7 $45.7B Consumer Cyclical
21 YUM BRANDS INC COMMON STOCK YUM 0.74% $12.3M 77,569 28.4 $44.2B Consumer Cyclical
22 CHIPOTLE MEXICAN GRILL INC COMMON STOCK USD.01 CMG 0.72% $12.0M 367,453 27.8 $43.0B Consumer Cyclical
23 EBAY INC COMMON STOCK USD.001 EBAY 0.71% $11.7M 127,774 19.9 $40.5B Consumer Cyclical
24 GARMIN LTD COMMON STOCK CHF.1 GRMN 0.64% $10.7M 46,267 28.3 $47.1B Technology
25 CARVANA CO COMMON STOCK USD.001 CVNA 0.64% $10.6M 36,338 31.1 $67.0B Consumer Cyclical
26 DR HORTON INC COMMON STOCK USD.01 DHI 0.61% $10.1M 73,522 12.1 $40.1B Consumer Cyclical
27 EXPEDIA GROUP INC COMMON STOCK USD.001 EXPE 0.49% $8.2M 34,133 22.4 $27.6B Consumer Cyclical
28 TAPESTRY INC COMMON STOCK USD.01 TPR 0.49% $8.2M 58,372 57.1 $29.9B Consumer Cyclical
29 CARNIVAL CORP COMMON STOCK USD.01 0EV1.L 0.44% $7.4M 305,016 12.2 $33.9B Consumer Cyclical
30 TRACTOR SUPPLY COMPANY COMMON STOCK USD.008 TSCO 0.42% $7.0M 152,085 22.1 $24.2B Consumer Cyclical
31 DARDEN RESTAURANTS INC COMMON STOCK DRI 0.40% $6.7M 33,411 21.1 $23.5B Consumer Cyclical
32 ULTA BEAUTY INC COMMON STOCK ULTA 0.40% $6.6M 12,657 20.5 $23.6B Consumer Cyclical
33 PULTEGROUP INC COMMON STOCK USD.01 PHM 0.40% $6.6M 56,138 10.3 $22.7B Consumer Cyclical
34 WILLIAMS SONOMA INC COMMON STOCK USD.01 WSM 0.38% $6.4M 34,628 19.9 $21.7B Consumer Cyclical
35 LENNAR CORP W/D COMMON STOCK USD.1 LEN 0.34% $5.6M 59,535 12.6 $23.3B Consumer Cyclical
36 BURLINGTON STORES INC COMMON STOCK USD.0001 BURL 0.34% $5.6M 18,693 34.6 $20.7B Consumer Cyclical
37 LULULEMON ATHLETICA INC COMMON STOCK USD.005 LULU 0.32% $5.3M 31,793 12.0 $18.6B Consumer Cyclical
38 NVR INC COMMON STOCK USD.01 NVR 0.31% $5.2M 800 13.8 $18.3B Consumer Cyclical
39 FLUTTER ENTERTAINMENT PLC DI COMMON STOCK EUR.09 FLTR.L 0.31% $5.1M 48,258 -54.3 $13.8B Consumer Cyclical
40 LAS VEGAS SANDS CORP COMMON STOCK USD.001 LVS 0.30% $4.9M 91,584 22.5 $36.6B Consumer Cyclical
41 DECKERS OUTDOOR CORP COMMON STOCK USD.01 DECK 0.28% $4.6M 43,991 14.1 $14.6B Consumer Cyclical
42 APTIV PLC COMMON STOCK USD.01 0YCP.L 0.27% $4.5M 64,876 94.8 $13.7B Consumer Cyclical
43 SOMNIGROUP INTERNATIONAL INC COMMON STOCK USD.01 SGI 0.27% $4.5M 60,024 40.8 $15.7B Consumer Defensive
44 GENUINE PARTS CO COMMON STOCK USD1.0 GPC 0.25% $4.2M 41,876 221.4 $14.6B Consumer Cyclical
45 RALPH LAUREN CORP COMMON STOCK USD.01 RL 0.25% $4.1M 11,968 23.0 $21.0B Consumer Cyclical
46 TOLL BROTHERS INC COMMON STOCK USD.01 TOL 0.24% $4.0M 29,016 9.5 $13.0B Consumer Cyclical
47 DICK S SPORTING GOODS INC COMMON STOCK USD.01 DKS 0.24% $3.9M 20,643 20.3 $16.1B Consumer Cyclical
48 BEST BUY CO INC COMMON STOCK USD.1 BBY 0.24% $3.9M 62,253 11.9 $12.7B Consumer Cyclical
49 RIVIAN AUTOMOTIVE INC A COMMON STOCK USD.001 RIVN 0.23% $3.9M 248,622 -5.3 $19.3B Consumer Cyclical
50 DOMINO S PIZZA INC COMMON STOCK USD.01 DPZ 0.23% $3.8M 10,186 20.5 $12.2B Consumer Cyclical
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms