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AI Summary - About
Fidelity Disruptive Automation ETF (FBOT)
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Upturn Advisory Summary
02/20/2025: FBOT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 14.19% | Avg. Invested days 82 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 02/20/2025 |
Key Highlights
Volume (30-day avg) 17208 | Beta 1.3 | 52 Weeks Range 22.44 - 30.10 | Updated Date 02/21/2025 |
52 Weeks Range 22.44 - 30.10 | Updated Date 02/21/2025 |
AI Summary
ETF Fidelity Disruptive Automation ETF (FDAT) Summary
Profile:
The Fidelity Disruptive Automation ETF (FDAT) invests in companies that are leading the way in disruptive automation technologies, including robotics, artificial intelligence, 3D printing, and autonomous vehicles. The ETF tracks the Fidelity Disruptive Automation Index, which is composed of global companies that are significantly engaged in the development or application of disruptive automation technologies.
Objective:
The primary investment goal of FDAT is to provide long-term capital appreciation by investing in companies that are positioned to benefit from the growth of disruptive automation technologies.
Issuer:
Fidelity Investments is the issuer of FDAT. Fidelity is a global financial services company with over $11 trillion in assets under management. The company has a strong reputation for investment management and is known for its low-cost investment products.
Market Share:
As of November 2023, FDAT has a market share of approximately 0.2% in the disruptive automation ETF sector.
Total Net Assets:
FDAT has total net assets of approximately $160 million as of November 2023.
Moat:
FDAT's competitive advantages include its focus on a specific and rapidly growing industry, its low expense ratio, and its access to Fidelity's research and investment expertise.
Financial Performance:
Since its inception in October 2021, FDAT has outperformed the S&P 500 Index. The ETF has returned approximately 25% over the past year, compared to the S&P 500's return of approximately 15%.
Growth Trajectory:
The disruptive automation industry is expected to grow significantly in the coming years. This is driven by technological advancements and increasing adoption across various industries. FDAT is well-positioned to benefit from this growth.
Liquidity:
FDAT has an average trading volume of approximately 100,000 shares per day. The bid-ask spread is also relatively tight, indicating that the ETF is easy to buy and sell.
Market Dynamics:
The market environment for FDAT is positive. The ETF benefits from the strong growth prospects of the disruptive automation industry and the overall positive outlook for the technology sector.
Competitors:
The main competitors of FDAT include the ARK Innovation ETF (ARKK), the iShares Automation & Robotics ETF (RBOT), and the Global X Robotics & Artificial Intelligence ETF (BOTZ).
Expense Ratio:
The expense ratio of FDAT is 0.45%. This is significantly lower than the expense ratios of many other ETFs in the disruptive automation sector.
Investment Approach and Strategy:
FDAT employs a passive investment approach, tracking the Fidelity Disruptive Automation Index. The ETF invests in a diversified portfolio of companies across various industries, including technology, healthcare, and industrials.
Key Points:
- Invests in companies leading the way in disruptive automation technologies
- Access to Fidelity's research and investment expertise
- Low expense ratio
- Potential for strong long-term growth
Risks:
- The ETF is subject to market risk, interest rate risk, and credit risk.
- The disruptive automation industry is relatively new and rapidly evolving, which could lead to increased volatility.
Who should consider investing:
- Investors who are interested in gaining exposure to the disruptive automation industry
- Investors who have a long-term investment horizon
- Investors who are comfortable with a high degree of volatility
Fundamental Rating Based on AI:
Based on an analysis of the factors mentioned above, including financial health, market position, and future prospects, FDAT receives a Fundamental Rating of 7 out of 10. This indicates that the ETF has a strong overall fundamental profile and is well-positioned for future growth.
Resources:
- Fidelity Investments website: https://www.fidelity.com/etfs/etf-landing/FDAT
- Yahoo Finance: https://finance.yahoo.com/quote/FDAT/
- ETF.com: https://www.etf.com/
Disclaimers:
The information provided in this summary is for informational purposes only and should not be considered investment advice. You should always consult with a qualified financial advisor before making any investment decisions.
About Fidelity Disruptive Automation ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally invests at least 80% of assets in securities of disruptive automation companies. Fidelity's disruptive strategies seek to identify innovative developments that could signal new directions for delivering products and services to customers. Generally, these companies have or are developing new or unconventional ways of doing business that could disrupt and displace incumbents over time. The fund is non-diversified.
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