FDLO vs BSCW
Comparison between FIDELITY LOW VOLATILITY FACTOR ETF (FDLO, ETF) and Invesco BulletShares 2032 Corporate Bond ETF (BSCW, ETF).
FDLO vs BSCW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FDLO
$1.30B
Winner
BSCW
$1.40B
Expense Ratio
FDLO
0.15%
Winner
BSCW
0.10%
Max Drawdown
FDLO
34.72%
Winner
BSCW
11.22%
Sharpe Ratio
Winner
FDLO
1.42
BSCW
0.73
5Y Beta
FDLO
0.64
Winner
BSCW
0.08
P/E Ratio
FDLO
22.74
BSCW
N/A
Forward P/E
FDLO
19.68
BSCW
N/A
PEG Ratio
FDLO
0.47
BSCW
N/A
5Y Dividends CAGR
FDLO
10.19%
BSCW
N/A
5Y EPS CAGR
FDLO
16.50%
BSCW
N/A
Debt to Equity
FDLO
21.77%
BSCW
N/A
P/S Ratio
FDLO
2.96
BSCW
N/A
P/B Ratio
FDLO
4.32
BSCW
N/A
FDLO vs BSCW - Holdings Comparison
FDLO and BSCW have 1 common holdings. Overlap is 0.00%
FDLO's top 25 holdings weight is 56.25%. BSCW's top 25 holdings weight is 20.22%.
| Rank | FDLO | BSCW |
|---|---|---|
| #1 | APPLE INC (AAPL) - 7.36% | META PLATFORMS INC 4.6% (n/a) - 1.43% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 6.41% | VERIZON COMMUNICATIONS INC. 2.355% (n/a) - 1.38% |
| #3 | MICROSOFT CORP (MSFT) - 6.16% | n/a (n/a) - 1.32% |
| #4 | AMAZON.COM INC (AMZN) - 4.51% | ORACLE CORP. 4.8% (n/a) - 1.04% |
| #5 | BROADCOM INC (AVGO) - 4.41% | META PLATFORMS INC 3.85% (n/a) - 1.03% |
| #6 | n/a (n/a) - 2.00% | SPRINT CAPITAL CORPORATION 8.75% (n/a) - 0.86% |
| #7 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.78% | AMAZON.COM, INC. 3.6% (n/a) - 0.86% |
| #8 | JPMORGAN CHASE & CO (JPM) - 1.75% | ORACLE CORP. 6.25% (n/a) - 0.84% |
| #9 | CISCO SYSTEMS INC (CSCO) - 1.73% | AMAZON.COM, INC. 4.7% (n/a) - 0.82% |
| #10 | TEXAS INSTRUMENTS INC (TXN) - 1.71% | AT&T INC 2.25% (n/a) - 0.79% |
| #11 | ANALOG DEVICES INC (ADI) - 1.63% | FORD MOTOR COMPANY 3.25% (n/a) - 0.79% |
| #12 | AMPHENOL CORP CLASS A (APH) - 1.51% | BLOCK INC 6.5% (n/a) - 0.74% |
| #13 | ELI LILLY AND CO (LLY) - 1.44% | THE TORONTO-DOMINION BANK 4.456% (n/a) - 0.71% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.30% | BROADCOM INC 4.3% (n/a) - 0.71% |
| #15 | VERISIGN INC (VRSN) - 1.29% | HALEON US CAPITAL LLC. 3.625% (n/a) - 0.68% |
| #16 | MOTOROLA SOLUTIONS INC (MSI) - 1.28% | HCA INC. 3.625% (n/a) - 0.68% |
| #17 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.24% | GE HEALTHCARE TECHNOLOGIES INC. 5.905% (n/a) - 0.67% |
| #18 | VISA INC CLASS A (V) - 1.22% | ROGERS COMMUNICATIONS INC. 3.8% (n/a) - 0.66% |
| #19 | ROPER TECHNOLOGIES INC (ROP) - 1.16% | BP CAPITAL MARKETS AMERICA, INC. 2.721% (n/a) - 0.66% |
| #20 | EXXON MOBIL CORP (XOM) - 1.15% | FORD MOTOR COMPANY 6.1% (n/a) - 0.65% |
| #21 | UNITEDHEALTH GROUP INC (UNH) - 1.12% | BROADCOM INC 4.9% (n/a) - 0.64% |
| #22 | WALMART INC (WMT) - 1.07% | BRISTOL-MYERS SQUIBB COMPANY 2.95% (n/a) - 0.58% |
| #23 | MASTERCARD INC CLASS A (MA) - 1.04% | PHILIP MORRIS INTERNATIONAL INC. 5.75% (n/a) - 0.57% |
| #24 | AMDOCS LTD (DOX) - 0.99% | ALTRIA GROUP, INC. 2.45% (n/a) - 0.56% |
| #25 | ACCENTURE PLC CLASS A (ACN) - 0.99% | SYNOPSYS INC 5% (n/a) - 0.55% |
| Total Holdings | 127 | 317 |
FDLO vs BSCW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FDLO
+3.61%
BSCW
+0.15%
3M
Winner
FDLO
+1.30%
BSCW
-0.12%
6M
Winner
FDLO
+6.08%
BSCW
+1.40%
1Y
Winner
FDLO
+17.25%
BSCW
+7.22%
5Y(CAGR)
FDLO
+9.66%
BSCW
N/A
10Y(CAGR)
FDLO
+12.78%
BSCW
N/A
Max(CAGR)
Winner
FDLO
+12.78%
BSCW
+5.77%
FDLO vs BSCW - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | FDLO | BSCW |
|---|---|---|
| 2026 | +3.88% | +0.53% |
| 2025 | +12.31% | +8.95% |
| 2024 | +16.30% | +2.79% |
| 2023 | +16.85% | +8.39% |
| 2022 | -9.91% | +0.31% |
| 2021 | +25.84% | N/A |
| 2020 | +11.71% | N/A |
| 2019 | +30.94% | N/A |
| 2018 | -0.03% | N/A |
| 2017 | +19.74% | N/A |
| 2016 | +3.55% | N/A |
FDLO vs BSCW Drawdown Comparison
The maximum drawdown for FDLO was -34.33%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The maximum drawdown for BSCW was -8.31%, occurring on Oct 19, 2023. Recovery took 212 trading sessions.
The current FDLO drawdown is -0.44%. The current BSCW drawdown is -1.06%.
| Rank | FDLO | BSCW |
|---|---|---|
| #1 | -34.33% Feb 19, 2020 - Aug 28, 2020 | -8.31% Feb 2, 2023 - Dec 6, 2023 |
| #2 | -19.23% Dec 29, 2021 - Nov 20, 2023 | -7.49% Sep 9, 2022 - Nov 16, 2022 |
| #3 | -15.97% Sep 21, 2018 - Mar 13, 2019 | -4.69% Sep 16, 2024 - Jun 4, 2025 |
| #4 | -13.68% Feb 19, 2025 - Jul 1, 2025 | -4.24% Dec 27, 2023 - Jul 5, 2024 |
| #5 | -9.65% Jan 26, 2018 - Jul 24, 2018 | -3.84% Dec 14, 2022 - Jan 12, 2023 |
| #6 | -7.33% Sep 2, 2020 - Nov 11, 2020 | -2.81% Feb 27, 2026 - Mar 26, 2026 |
| #7 | -7.13% Feb 2, 2026 - Apr 17, 2026 | -1.19% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -5.05% Sep 3, 2021 - Oct 21, 2021 | -1.18% Aug 2, 2024 - Aug 14, 2024 |
| #9 | -4.93% Jul 29, 2019 - Sep 5, 2019 | -1.04% Nov 25, 2022 - Nov 30, 2022 |
| #10 | -4.92% Dec 3, 2024 - Feb 13, 2025 | -1.00% Dec 7, 2022 - Dec 14, 2022 |
| #11 | -4.56% Sep 22, 2016 - Nov 21, 2016 | -0.99% Jan 18, 2023 - Feb 1, 2023 |
| #12 | -4.51% Jul 17, 2024 - Aug 19, 2024 | -0.92% Jul 12, 2024 - Jul 30, 2024 |
| #13 | -4.40% Feb 9, 2021 - Mar 15, 2021 | -0.89% Sep 15, 2025 - Oct 14, 2025 |
| #14 | -4.39% Mar 28, 2024 - May 15, 2024 | -0.83% Jun 4, 2025 - Jun 12, 2025 |
| #15 | -4.13% Nov 16, 2021 - Dec 10, 2021 | -0.78% Jun 30, 2025 - Jul 21, 2025 |
Correlation
Correlation between FDLO and BSCW is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2016 - 2026)
FDLO vs BSCW dividend yield comparison.
| Year | FDLO | BSCW |
|---|---|---|
| 2026 | 0.40% | 1.55% |
| 2025 | 1.37% | 4.81% |
| 2024 | 1.40% | 5.06% |
| 2023 | 1.35% | 4.80% |
| 2022 | 1.49% | 1.12% |
| 2021 | 1.11% | 0.00% |
| 2020 | 1.38% | 0.00% |
| 2019 | 1.55% | 0.00% |
| 2018 | 1.76% | 0.00% |
| 2017 | 1.61% | 0.00% |
| 2016 | 0.55% | 0.00% |
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