ETF Comparison

Compare ETFs and analyze holdings overlap

You can view this comparison once without logging in. Create a free account to keep using it.

Select ETFs to Compare

Search and add ETFs. Minimum 2 for comparison.

FGEB Fidelity

Fidelity Global Equity+ Balanced Fund

Global Neutral Balanced

MER

1.07%

Yield

—

Price

$13.09

Holdings

—

AUM

$567.5M

Inception

May 2024

View FGEB details → Provider page

Performance Comparison

ETF	1M	3M	6M	YTD	1Y	3Y	5Y	10Y	Since Inception
FGEB	0.13%	5.40%	9.47%	11.24%	19.41%	—	—	—	14.46% (May 2024)

3Y, 5Y, 10Y, and Since Inception returns are annualized.

Calendar Year Returns

Last six full-calendar years

ETF	2025	2024	2023	2022	2021	2020
FGEB	11.29%	—	—	—	—	—

Growth of $10,000

Time Period

Initial Investment

Monthly Contribution

TWR = Time-Weighted Return (measures fund performance). MWRR = Money-Weighted Return (measures your personal return including contribution timing). Past performance does not guarantee future results.

FGEB — Mix

Geographic Allocation

United States 61.1%

Canada 17.9%

United Kingdom 4.8%

Japan 1.3%

France 1.2%

Taiwan 1.1%

China 0.8%

Sweden 0.7%

Sector Allocation

Information Technology 15.8%

Industrials 8.1%

Consumer Staples 6.4%

Communication Services 5.2%

Consumer Disc. 4.9%

Financials 4.3%

Health Care 3.6%

Materials 2.3%

Top 10 Holdings

Latest reported top holdings for each ETF

FGEB Fidelity Global Equity+ Balanced Fund

Holdings data not available for this ETF.

#	Holding	Weight
No holdings available