Fidelity Disruptive Automation ETF (FBOT)

Overview

The Fidelity Disruptive Automation ETF (FBOT) seeks to provide investment returns that correspond to the performance of companies involved in automation, robotics, and artificial intelligence. It invests globally in companies that develop, produce, or enable automation technologies.

Reputation and Reliability

Fidelity is a well-established and reputable financial services company with a long track record of managing investment funds.

Management Expertise

Fidelity has a team of experienced investment professionals dedicated to managing its ETFs.

Goal

To provide investment returns that correspond to the performance of companies involved in disruptive automation.

Investment Approach and Strategy

Strategy: The ETF employs a passive management strategy, attempting to replicate the returns of an index composed of companies involved in automation.

Composition The ETF primarily holds stocks of companies involved in robotics, automation, and artificial intelligence. The fund also considers the sub themes of Industry 4.0, Cloud Computing, Big Data & Analytics.

Market Share: FBOT's market share is difficult to precisely quantify due to the broad scope of 'disruptive automation' and varying ETF classifications, but it is a moderate player within the broader robotics and AI ETF market.

Total Net Assets (AUM): 227300000

Key Competitors

• Global X Robotics & Artificial Intelligence ETF (BOTZ)
• ROBO Global Robotics & Automation Index ETF (ROBO)
• iShares Robotics and Artificial Intelligence ETF (IRBO)

Competitive Landscape

The competitive landscape is fairly concentrated with a few large players holding the majority of the market share. FBOT benefits from Fidelity's brand recognition and distribution network. A disadvantage might be its expense ratio compared to some competitors.

Historical Performance: Historical performance data is available from Fidelity and various financial data providers. Specific performance metrics can be visualized from these sources.

Benchmark Comparison: Comparison to relevant robotics and AI indices provides insights into FBOT's tracking effectiveness. This comparison can be visualized with historical data.

Expense Ratio: 0.5

Average Trading Volume

The ETF's average trading volume is moderate, indicating reasonable liquidity for most investors.

Bid-Ask Spread

The bid-ask spread is typically low, reflecting good liquidity and efficient trading.

Market Environment Factors

Economic growth, technological advancements in automation and AI, and global trade policies all influence FBOT's performance.

Growth Trajectory

Growth is tied to the adoption of automation across various industries and increased investment in AI technologies. Changes in holdings reflect strategic adjustments to capitalize on these trends.

Competitive Edge

FBOT leverages Fidelity's established brand, research capabilities, and distribution network. The ETF benefits from a well-defined investment strategy focused on disruptive automation. Its holdings encompass a diverse range of companies involved in various facets of automation. This diversification and thematic focus provide a competitive advantage. Fidelity's expertise in technology investing further enhances the fund's prospects.

Volatility

FBOT exhibits moderate volatility, typical of technology-focused ETFs. Historical data can be used to quantify this volatility.

Market Risk

The ETF is exposed to market risk, particularly related to the technology sector and companies involved in automation. Changes in technology, economic downturns, and regulatory shifts can impact the ETF's performance.

Ideal Investor Profile

Investors seeking exposure to the growth potential of robotics, automation, and artificial intelligence are ideal investors. Those with a higher risk tolerance and long-term investment horizon are most suitable.

Market Risk

This ETF is best suited for long-term investors seeking thematic exposure rather than active traders. It is suitable for those who believe in the long-term growth prospects of the automation industry.

The Fidelity Disruptive Automation ETF (FBOT) provides exposure to the rapidly growing field of robotics, AI, and automation. Managed by Fidelity, a reputable financial institution, FBOT aims to track companies integral to these disruptive technologies. It suits investors with a moderate to high-risk tolerance who are seeking long-term growth potential in automation. While facing competition from similar ETFs, FBOT leverages Fidelity's brand and expertise. Its performance is tied to the adoption and advancement of automation across diverse industries.

• BOTZ
• ROBO
• IRBO
• ARKQ
• XAI

Data Sources:

• Fidelity Investments
• ETF.com
• Morningstar
• Bloomberg

Disclaimers:

The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a financial advisor. Past performance is not indicative of future results. Market share data are approximations and may vary based on the source.