FULVX
Fidelity U.S. Low Volatility Equity Fund
1W: +0.0%
1M: +0.0%
3M: +0.0%
YTD: -5.2%
1Y: -8.5%
3Y: +18.9%
5Y: +13.0%
$11.03
-0.02 (-0.18%)
Similar ETFs
20 peers by holdings overlap (125 holdings)
AUENX
AQR Large Cap Defensive Style Fund Class N
36.6%
Shared54 holdings
Total143
AUM$1.1B
Price$19.42
LKBAX
LKCM Balanced Fund
36.1%
Shared50 holdings
Total55
AUM$105M
Price$29.00
SVOAX
SEI Institutional Managed Trust - U.S. Managed Volatility Fund
34.7%
Shared60 holdings
Total223
AUM$470M
Price$14.22
DFEOX
DFA U.S. Core Equity 1 Portfolio
33.1%
Shared466 holdings
Total2,563
AUM$41.8B
Price$55.98
FFA
First Trust Enhanced Equity Income Fund
32.7%
Shared47 holdings
Total62
AUM$444M
Price$22.21
TMMAX
SEI Institutional Managed Trust Tax-Managed Volatility Fund Class F
32.7%
Shared55 holdings
Total180
AUM$541M
Price$16.07
FEQIX
Fidelity Equity Income Fund
31.9%
Shared45 holdings
Total122
AUM$11.3B
Price$91.71
DFQTX
DFA U.S. Core Equity 2 Portfolio
31.3%
Shared467 holdings
Total2,666
AUM$38.8B
Price$49.92
JEPAX
JPMorgan Equity Premium Income A
30.9%
Shared42 holdings
Total104
AUM$5.0B
Price$13.95
PRDGX
T. Rowe Price Dividend Growth Fund, Inc.
29.7%
Shared36 holdings
Total91
AUM$17.7B
Price$88.32
SDVGX
Sit Dividend Growth Fund Class I
27.8%
Shared32 holdings
Total78
AUM$237M
Price$18.27
DLCEX
Dana Large Cap Equity Fund
27.7%
Shared35 holdings
Total51
AUM$70M
Price$23.79
PBAIX
BlackRock Tactical Opportunities Instl
27.3%
Shared205 holdings
Total1,021
AUM$6.0B
Price$18.18
FSDIX
Fidelity Strategic Dividend & Income
26.9%
Shared51 holdings
Total346
AUM$5.6B
Price$19.21
AFVLX
Applied Finance Select Fund Investor Class
26.8%
Shared34 holdings
Total52
AUM$721M
Price$26.84
HAVGX
Haverford Quality Growth Stock Fund
26.6%
Shared30 holdings
Total34
AUM$304M
Price$26.47
PRCOX
T. Rowe Price U.S. Equity Research Fund
26.3%
Shared65 holdings
Total302
AUM$1.9B
Price$76.56
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund
26.2%
Shared60 holdings
Total501
AUM$337M
Price$18.74
NELAX
Nuveen Equity Long/Short Fund Class A
26.1%
Shared33 holdings
Total182
AUM$161M
Price$67.56
CAHEX
Calamos Hedged Equity Income Fund Class A
26.1%
Shared65 holdings
Total261
AUM$878M
Price$20.66
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FULVX | $35M | 124 | 11.9% | 16.6 | 4.2 | 2.7 | 27.9% | 15.9% | 1.67% | +10.9% | +29.8% | 56.8 | 6.4 |
| AUENX | $1.1B | 143 | 15.9% | 14.3 | 3.8 | 2.4 | 29.4% | 16.6% | 1.65% | +13.9% | +15.2% | 61.3 | 6.5 |
| LKBAX | $105M | 55 | 56.8% | 14.7 | 3.7 | 3.2 | 28.1% | 22.0% | 1.63% | +16.4% | +25.7% | 60.2 | 6.4 |
| SVOAX | $470M | 223 | 19.5% | 9.8 | 1.3 | 0.9 | 12.8% | 8.2% | 2.27% | +9.5% | +22.4% | 59.5 | 6.4 |
| DFEOX | $41.8B | 2563 | 218.4% | 14.2 | 3.8 | 3.6 | 30.0% | 25.0% | 1.40% | +18.5% | +34.4% | 55.8 | 6.3 |
| FFA | $444M | 62 | 139.3% | 12.4 | 3.6 | 3.6 | 33.5% | 29.4% | 1.79% | +24.5% | +41.2% | 53.7 | 6.3 |
| TMMAX | $541M | 180 | 19.5% | 6.7 | 0.8 | 0.5 | 11.3% | 7.3% | 2.14% | +12.0% | +19.9% | 57.0 | 6.3 |
| FEQIX | $11.3B | 122 | 23.9% | 11.9 | 3.2 | 3.7 | 31.5% | 30.9% | 2.10% | +21.2% | +35.5% | 57.5 | 6.2 |
| DFQTX | $38.8B | 2666 | 213.8% | 13.2 | 3.5 | 3.4 | 29.8% | 25.5% | 1.42% | +16.9% | +33.7% | 55.6 | 6.3 |
| JEPAX | $5.0B | 104 | 16.0% | 18.5 | 4.7 | 3.7 | 28.3% | 19.8% | 1.66% | +19.1% | +20.9% | 61.8 | 6.4 |
| PRDGX | $17.7B | 91 | 28.4% | 5.8 | 1.7 | 1.7 | 32.1% | 28.5% | 1.69% | +19.0% | +25.5% | 58.0 | 6.6 |