AUSF vs FDMO
Comparison between GLOBAL X ADAPTIVE U.S. FACTOR ETF (AUSF, ETF) and FIDELITY MOMENTUM FACTOR ETF (FDMO, ETF).
5-Year PerformanceFDMO has outperformed AUSF, delivering a return of +14.6% compared to +14.5%
AUSF vs FDMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AUSF
$902M
Winner
FDMO
$904M
Expense Ratio
AUSF
0.27%
Winner
FDMO
0.15%
Max Drawdown
AUSF
44.35%
Winner
FDMO
34.17%
Sharpe Ratio
Winner
AUSF
1.19
FDMO
0.94
5Y Beta
Winner
AUSF
0.53
FDMO
1.19
P/E Ratio
Winner
AUSF
16.06
FDMO
28.25
Forward P/E
Winner
AUSF
14.35
FDMO
20.31
PEG Ratio
AUSF
0.26
Winner
FDMO
0.18
5Y Dividends CAGR
Winner
AUSF
18.64%
FDMO
12.96%
5Y EPS CAGR
AUSF
11.04%
Winner
FDMO
28.63%
Debt to Equity
Winner
AUSF
-42.29%
FDMO
23.77%
P/S Ratio
Winner
AUSF
1.43
FDMO
4.36
P/B Ratio
Winner
AUSF
2.09
FDMO
5.88
AUSF vs FDMO - Holdings Comparison
AUSF and FDMO have 30 common holdings. Overlap is 12.35%
AUSF's top 25 holdings weight is 37.41%. FDMO's top 25 holdings weight is 59.43%.
| Rank | AUSF | FDMO |
|---|---|---|
| #1 | VERIZON COMMUNICATIONS INC (VZ) - 2.07% | NVIDIA CORP (NVDA) - 8.00% |
| #2 | AT&T INC (T) - 1.92% | APPLE INC (AAPL) - 7.21% |
| #3 | MICROSOFT CORP (MSFT) - 1.71% | ALPHABET INC CLASS A (GOOGL) - 5.70% |
| #4 | RTX CORP (RTX) - 1.68% | AMAZON.COM INC (AMZN) - 3.50% |
| #5 | CISCO SYSTEMS INC (CSCO) - 1.62% | BROADCOM INC (AVGO) - 3.39% |
| #6 | MOTOROLA SOLUTIONS INC (MSI) - 1.60% | MICRON TECHNOLOGY INC (MU) - 3.07% |
| #7 | LOCKHEED MARTIN CORP (LMT) - 1.55% | n/a (n/a) - 2.18% |
| #8 | GENERAL DYNAMICS CORP (GD) - 1.54% | META PLATFORMS INC CLASS A (META) - 2.11% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.52% | ELI LILLY AND CO (LLY) - 1.95% |
| #10 | JOHNSON & JOHNSON (JNJ) - 1.49% | APPLIED MATERIALS INC (AMAT) - 1.75% |
| #11 | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.48% | LAM RESEARCH CORP (LRCX) - 1.75% |
| #12 | VERISIGN INC (VRSN) - 1.46% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.75% |
| #13 | TXNM ENERGY INC (TXNM) - 1.44% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.74% |
| #14 | TJX COMPANIES INC (TJX) - 1.44% | TESLA INC (TSLA) - 1.70% |
| #15 | AFLAC INC (AFL) - 1.43% | JPMORGAN CHASE & CO (JPM) - 1.65% |
| #16 | WASTE MANAGEMENT INC (WM) - 1.40% | KLA CORP (KLAC) - 1.55% |
| #17 | CME GROUP INC CLASS A (CME) - 1.38% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.39% |
| #18 | LINDE PLC (LIN) - 1.38% | JOHNSON & JOHNSON (JNJ) - 1.38% |
| #19 | AGREE REALTY CORP (ADC) - 1.36% | WESTERN DIGITAL CORP (WDC) - 1.29% |
| #20 | APPLE INC (AAPL) - 1.36% | CORNING INC (GLW) - 1.15% |
| #21 | COCA-COLA CO (KO) - 1.35% | COHERENT CORP (COHR) - 1.13% |
| #22 | WALMART INC (WMT) - 1.34% | EXXON MOBIL CORP (XOM) - 1.09% |
| #23 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.33% | TERADYNE INC (TER) - 1.02% |
| #24 | REPUBLIC SERVICES INC (RSG) - 1.31% | MERCK & CO INC (MRK) - 1.00% |
| #25 | L3HARRIS TECHNOLOGIES INC (LHX) - 1.25% | BANK OF AMERICA CORP (BAC) - 0.98% |
| Total Holdings | 190 | 139 |
AUSF vs FDMO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AUSF
+3.99%
FDMO
-0.36%
3M
Winner
AUSF
+6.61%
FDMO
+1.06%
6M
AUSF
+5.39%
Winner
FDMO
+11.82%
1Y
AUSF
+16.61%
Winner
FDMO
+22.63%
5Y(CAGR)
AUSF
+14.46%
Winner
FDMO
+14.63%
10Y(CAGR)
AUSF
N/A
FDMO
+15.39%
Max(CAGR)
AUSF
+12.89%
Winner
FDMO
+15.39%
AUSF vs FDMO - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | AUSF | FDMO |
|---|---|---|
| 2026 | +13.73% | +12.41% |
| 2025 | +13.90% | +21.00% |
| 2024 | +16.77% | +34.43% |
| 2023 | +23.21% | +25.71% |
| 2022 | +0.29% | -19.61% |
| 2021 | +28.98% | +23.81% |
| 2020 | +1.41% | +20.80% |
| 2019 | +23.62% | +25.42% |
| 2018 | -10.79% | -4.72% |
| 2017 | N/A | +23.58% |
| 2016 | N/A | +1.88% |
AUSF vs FDMO Drawdown Comparison
The maximum drawdown for AUSF was -44.25%, occurring on Mar 23, 2020. Recovery took 226 trading sessions.
The maximum drawdown for FDMO was -33.93%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The current AUSF drawdown is -0.66%. The current FDMO drawdown is -3.96%.
| Rank | AUSF | FDMO |
|---|---|---|
| #1 | -44.25% Feb 13, 2020 - Jan 6, 2021 | -33.93% Feb 19, 2020 - Aug 3, 2020 |
| #2 | -15.59% Sep 21, 2018 - Apr 26, 2019 | -25.44% Nov 8, 2021 - Dec 27, 2023 |
| #3 | -14.24% Apr 20, 2022 - Nov 22, 2022 | -21.88% Feb 18, 2025 - Jun 24, 2025 |
| #4 | -12.28% Nov 27, 2024 - Jun 27, 2025 | -21.72% Oct 1, 2018 - Jun 10, 2019 |
| #5 | -9.83% Dec 2, 2022 - Jul 3, 2023 | -12.22% Jan 28, 2026 - Apr 17, 2026 |
| #6 | -7.13% Aug 30, 2023 - Nov 10, 2023 | -12.15% Feb 12, 2021 - Apr 26, 2021 |
| #7 | -6.75% Dec 29, 2021 - Mar 29, 2022 | -10.43% Jan 26, 2018 - Jun 4, 2018 |
| #8 | -5.84% Mar 2, 2026 - Jun 12, 2026 | -10.22% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -5.83% Jul 26, 2019 - Sep 12, 2019 | -9.90% Sep 2, 2020 - Oct 12, 2020 |
| #10 | -5.62% Jun 4, 2021 - Aug 16, 2021 | -9.53% Jun 30, 2026 - Jul 29, 2026 |
| #11 | -5.36% Mar 28, 2024 - Jul 12, 2024 | -8.92% Oct 13, 2020 - Nov 30, 2020 |
| #12 | -5.33% Jul 31, 2024 - Aug 23, 2024 | -7.65% Apr 27, 2021 - Jun 25, 2021 |
| #13 | -5.14% May 3, 2019 - Jun 20, 2019 | -7.34% Oct 29, 2025 - Jan 5, 2026 |
| #14 | -4.91% Nov 16, 2021 - Dec 16, 2021 | -6.89% Mar 21, 2024 - May 9, 2024 |
| #15 | -4.36% Sep 11, 2025 - Dec 11, 2025 | -6.70% Jul 15, 2019 - Dec 20, 2019 |
Correlation
Correlation between AUSF and FDMO is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2016 - 2026)
AUSF vs FDMO dividend yield comparison.
| Year | AUSF | FDMO |
|---|---|---|
| 2026 | 1.84% | 0.29% |
| 2025 | 2.78% | 0.61% |
| 2024 | 2.63% | 0.90% |
| 2023 | 1.83% | 0.87% |
| 2022 | 2.51% | 1.19% |
| 2021 | 2.22% | 0.60% |
| 2020 | 2.95% | 0.77% |
| 2019 | 4.02% | 1.23% |
| 2018 | 1.46% | 1.22% |
| 2017 | 0.00% | 1.09% |
| 2016 | 0.00% | 0.45% |
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