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