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FDIS

FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
1W: -2.6% 1M: -8.0% 3M: -10.8% YTD: -9.5% 1Y: +9.3% 3Y: +52.9% 5Y: +23.5%
$91.90
-1.95 (-2.08%)
After Hours: $92.07 (+0.17, +0.18%)
ETF AMEX · AUM $1.7B
ETF-Level Metrics
AUM$1.7B
Holdings248
Top 10 Wt61.6%
Beta1.42
% Profitable74%
Coverage100%
Portfolio Valuation
P/E38.2
P/B7.0
P/S3.8
EV/EBITDA18.5
P/FCF160.2
PEG-14.35
Profitability & Returns
Gross Margin44.5%
Net Margin10.0%
ROE21.2%
ROA9.8%
ROIC14.4%
Div Yield0.85%
Leverage & Liquidity
Debt/Equity0.43
Debt/Assets0.21
Net Debt/EBITDA0.2x
Interest Cov28.3x
Current Ratio1.15
Quick Ratio0.93
Growth (YoY)
Revenue+6.9%
Net Income+0.8%
EPS+1.6%
FCF+1.7%
EBITDA+8.4%
Rev CAGR 3Y+8.9%
Quality Scores
Piotroski F6.0
Altman Z7.37
IS Quality67.2
IS Overall54.5
IS Value40.3
Median P/E15.4

Sector Breakdown

9 sectors
Sector # Holdings Total Weight % Avg P/E
Consumer Cyclical 208 95.2% 28.9
Communication Services 5 1.2% 270.5
Consumer Defensive 13 1.2% 26.6
Technology 7 0.9% -0.6
Industrials 12 0.9% 3.8
Other 5 0.3%
Energy 1 0.1% 48.4
Healthcare 1 0.1% 1703.4
Financial Services 1 0.0% 83.9

Smart Money Overlap

3 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
MCD McDonald's Corporation 3.59% 4 Bullish 11 1 -5.2%
ARMK Aramark 0.21% 4 Bullish 25 1 -4.0%
VVV Valvoline Inc. 0.10% 4 Bullish 7 1 +3.6%
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 28.3 $2.2T Consumer Cyclical
2 TESLA INC COMMON STOCK USD.001 TSLA 17.26% $286.9M 730,457 313.4 $1.4T Consumer Cyclical
3 HOME DEPOT INC COMMON STOCK USD.05 HD 4.83% $80.3M 242,800 22.5 $319.3B Consumer Cyclical
4 MCDONALD S CORP COMMON STOCK USD.01 MCD 3.59% $59.7M 189,230 25.8 $220.4B Consumer Cyclical
5 TJX COMPANIES INC COMMON STOCK USD1.0 TJX 2.73% $45.4M 296,808 31.7 $172.5B Consumer Cyclical
6 BOOKING HOLDINGS INC COMMON STOCK USD.008 BKNG 2.28% $37.9M 8,654 26.0 $139.4B Consumer Cyclical
7 LOWE S COS INC COMMON STOCK USD.5 LOW 2.09% $34.7M 150,012 18.9 $126.1B Consumer Cyclical
8 STARBUCKS CORP COMMON STOCK USD.001 SBUX 1.70% $28.2M 304,254 76.9 $105.4B Consumer Cyclical
9 MERCADOLIBRE INC COMMON STOCK USD.001 MELI 1.24% $20.7M 12,228 41.5 $82.9B Consumer Cyclical
10 O REILLY AUTOMOTIVE INC COMMON STOCK USD.01 ORLY 1.22% $20.2M 230,809 29.0 $73.7B Consumer Cyclical
11 MARRIOTT INTERNATIONAL CL A COMMON STOCK USD.01 MAR 1.21% $20.1M 62,283 33.0 $84.7B Consumer Cyclical
12 ROYAL CARIBBEAN CRUISES LTD COMMON STOCK USD.01 0I1W.L 1.14% $18.9M 70,161 16.7 $71.3B Consumer Cyclical
13 GENERAL MOTORS CO COMMON STOCK USD.01 GM 1.13% $18.8M 255,313 20.2 $67.9B Consumer Cyclical
14 HILTON WORLDWIDE HOLDINGS IN COMMON STOCK USD.01 HLT 1.13% $18.8M 63,663 47.4 $68.0B Consumer Cyclical
15 ROSS STORES INC COMMON STOCK USD.01 ROST 1.11% $18.4M 89,005 31.5 $68.7B Consumer Cyclical
16 NIKE INC CL B COMMON STOCK NKE 1.04% $17.2M 321,895 30.7 $77.4B Consumer Cyclical
17 DOORDASH INC A COMMON STOCK USD.00001 DASH 1.03% $17.1M 103,445 72.5 $68.0B Communication Services
18 AIRBNB INC CLASS A COMMON STOCK USD.0001 ABNB 0.94% $15.6M 118,622 31.4 $77.0B Consumer Cyclical
19 AUTOZONE INC COMMON STOCK USD.01 AZO 0.92% $15.3M 4,562 22.4 $54.4B Consumer Cyclical
20 FORD MOTOR CO COMMON STOCK USD.01 F 0.76% $12.7M 1,078,497 -5.6 $45.1B Consumer Cyclical
21 YUM BRANDS INC COMMON STOCK YUM 0.74% $12.3M 77,569 27.9 $43.4B Consumer Cyclical
22 CHIPOTLE MEXICAN GRILL INC COMMON STOCK USD.01 CMG 0.72% $12.0M 367,453 28.6 $44.1B Consumer Cyclical
23 EBAY INC COMMON STOCK USD.001 EBAY 0.71% $11.7M 127,774 19.8 $40.2B Consumer Cyclical
24 GARMIN LTD COMMON STOCK CHF.1 GRMN 0.64% $10.7M 46,267 26.9 $44.7B Technology
25 CARVANA CO COMMON STOCK USD.001 CVNA 0.64% $10.6M 36,338 28.3 $61.0B Consumer Cyclical
26 DR HORTON INC COMMON STOCK USD.01 DHI 0.61% $10.1M 73,522 11.7 $38.8B Consumer Cyclical
27 EXPEDIA GROUP INC COMMON STOCK USD.001 EXPE 0.49% $8.2M 34,133 22.3 $27.5B Consumer Cyclical
28 TAPESTRY INC COMMON STOCK USD.01 TPR 0.49% $8.2M 58,372 55.1 $28.8B Consumer Cyclical
29 CARNIVAL CORP COMMON STOCK USD.01 0EV1.L 0.44% $7.4M 305,016 11.5 $31.7B Consumer Cyclical
30 TRACTOR SUPPLY COMPANY COMMON STOCK USD.008 TSCO 0.42% $7.0M 152,085 22.0 $24.1B Consumer Cyclical
31 DARDEN RESTAURANTS INC COMMON STOCK DRI 0.40% $6.7M 33,411 21.3 $23.6B Consumer Cyclical
32 ULTA BEAUTY INC COMMON STOCK ULTA 0.40% $6.6M 12,657 20.6 $23.8B Consumer Cyclical
33 PULTEGROUP INC COMMON STOCK USD.01 PHM 0.40% $6.6M 56,138 10.0 $22.0B Consumer Cyclical
34 WILLIAMS SONOMA INC COMMON STOCK USD.01 WSM 0.38% $6.4M 34,628 19.5 $21.3B Consumer Cyclical
35 LENNAR CORP W/D COMMON STOCK USD.1 LEN 0.34% $5.6M 59,535 12.4 $22.9B Consumer Cyclical
36 BURLINGTON STORES INC COMMON STOCK USD.0001 BURL 0.34% $5.6M 18,693 32.6 $19.5B Consumer Cyclical
37 LULULEMON ATHLETICA INC COMMON STOCK USD.005 LULU 0.32% $5.3M 31,793 12.3 $18.3B Consumer Cyclical
38 NVR INC COMMON STOCK USD.01 NVR 0.31% $5.2M 800 13.4 $18.1B Consumer Cyclical
39 FLUTTER ENTERTAINMENT PLC DI COMMON STOCK EUR.09 FLTR.L 0.31% $5.1M 48,258 -55.0 $13.8B Consumer Cyclical
40 LAS VEGAS SANDS CORP COMMON STOCK USD.001 LVS 0.30% $4.9M 91,584 22.0 $35.8B Consumer Cyclical
41 DECKERS OUTDOOR CORP COMMON STOCK USD.01 DECK 0.28% $4.6M 43,991 14.2 $14.6B Consumer Cyclical
42 APTIV PLC COMMON STOCK USD.01 0YCP.L 0.27% $4.5M 64,876 91.1 $13.7B Consumer Cyclical
43 SOMNIGROUP INTERNATIONAL INC COMMON STOCK USD.01 SGI 0.27% $4.5M 60,024 39.3 $15.1B Consumer Defensive
44 GENUINE PARTS CO COMMON STOCK USD1.0 GPC 0.25% $4.2M 41,876 203.0 $13.4B Consumer Cyclical
45 RALPH LAUREN CORP COMMON STOCK USD.01 RL 0.25% $4.1M 11,968 21.9 $20.0B Consumer Cyclical
46 TOLL BROTHERS INC COMMON STOCK USD.01 TOL 0.24% $4.0M 29,016 9.1 $12.5B Consumer Cyclical
47 DICK S SPORTING GOODS INC COMMON STOCK USD.01 DKS 0.24% $3.9M 20,643 19.9 $15.8B Consumer Cyclical
48 BEST BUY CO INC COMMON STOCK USD.1 BBY 0.24% $3.9M 62,253 12.4 $13.2B Consumer Cyclical
49 RIVIAN AUTOMOTIVE INC A COMMON STOCK USD.001 RIVN 0.23% $3.9M 248,622 -5.0 $18.4B Consumer Cyclical
50 DOMINO S PIZZA INC COMMON STOCK USD.01 DPZ 0.23% $3.8M 10,186 21.1 $12.6B Consumer Cyclical
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms