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Upturn AI SWOT - About
Fidelity Disruptive Finance ETF (FDFF)
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Upturn Advisory Summary
04/01/2025: FDFF (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 26.49% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 5950 | Beta 1.26 | 52 Weeks Range 28.81 - 39.74 | Updated Date 04/1/2025 |
52 Weeks Range 28.81 - 39.74 | Updated Date 04/1/2025 |
Upturn AI SWOT
Fidelity Disruptive Finance ETF
ETF Overview
Overview
The Fidelity Disruptive Finance ETF (FDFF) seeks long-term growth by investing in companies that are expected to benefit from disruptive financial technologies. It focuses on areas like digital payments, blockchain, and alternative lending.
Reputation and Reliability
Fidelity is a well-established and reputable financial services company with a long history of managing investment products.
Management Expertise
Fidelity has a team of experienced investment professionals dedicated to managing its ETFs and other investment products.
Investment Objective
Goal
To seek long-term capital appreciation by investing in companies that are expected to benefit from disruptive financial technologies.
Investment Approach and Strategy
Strategy: FDFF does not track a specific index but instead employs an active management strategy.
Composition The ETF primarily invests in equity securities of companies involved in disruptive finance, including those involved in digital payments, blockchain, and alternative lending.
Market Position
Market Share: FDFF's market share within the disruptive finance ETF sector is moderate.
Total Net Assets (AUM): 73540000
Competitors
Key Competitors
- ARK Fintech Innovation ETF (ARKF)
- Global X FinTech ETF (FINX)
- Innovator Future Transformer ETF (TFKF)
Competitive Landscape
The disruptive finance ETF industry is competitive, with ARKF holding a significant market share. FDFF benefits from Fidelity's resources and brand recognition, but ARKF's focus on high-growth companies and FINX's broader fintech exposure are key differentiators. FDFF needs to carefully select companies to gain a competitive edge.
Financial Performance
Historical Performance: Historical performance data is readily available from financial data providers. Reviewing past returns provides valuable context.
Benchmark Comparison: FDFF's performance should be compared to relevant fintech or financial sector benchmarks to assess its effectiveness.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
FDFF's average trading volume indicates moderate liquidity, making it relatively easy for investors to buy and sell shares.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting reasonable trading efficiency and minimal transaction costs.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, regulatory changes, and technological advancements in the finance sector can all affect FDFF's performance.
Growth Trajectory
FDFF's growth is tied to the adoption of disruptive financial technologies. Monitoring its holdings and sector trends is essential.
Moat and Competitive Advantages
Competitive Edge
FDFF leverages Fidelity's research capabilities and extensive network to identify promising disruptive finance companies. Its active management strategy allows for flexibility in adapting to changing market conditions. Fidelity's strong brand and distribution network also provide a competitive advantage. The fund aims to capitalize on long-term trends in digital finance.
Risk Analysis
Volatility
FDFF's volatility is likely to be moderate to high due to the nature of the disruptive finance sector.
Market Risk
FDFF faces risks associated with technology adoption, regulatory uncertainty, and competition within the disruptive finance industry. Additionally, general market downturns can affect its performance.
Investor Profile
Ideal Investor Profile
The ideal investor for FDFF is someone who is interested in the long-term growth potential of disruptive finance technologies and is comfortable with moderate to high risk.
Market Risk
FDFF is suitable for long-term investors seeking exposure to disruptive finance and willing to accept higher volatility.
Summary
The Fidelity Disruptive Finance ETF (FDFF) provides investors with exposure to companies poised to benefit from innovative financial technologies. Employing an active management approach, it navigates the rapidly changing fintech landscape. While benefiting from Fidelity's resources, it faces competition from established funds like ARKF. Investors should consider their risk tolerance and investment horizon before investing. Overall, it is a suitable option for those bullish on fintech's long-term prospects.
Similar Companies
ARKF
ARK Fintech Innovation ETF
ARKF
ARK Fintech Innovation ETF
FINX
Global X FinTech ETF
FINX
Global X FinTech ETF
IPAY
Amplify ETF Trust
IPAY
Amplify ETF Trust
Sources and Disclaimers
Data Sources:
- Fidelity Investments
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Fidelity Disruptive Finance 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 finance 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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