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Upturn AI SWOT - About
Fidelity® Low Volatility Factor ETF (FDLO)
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Upturn Advisory Summary
04/01/2025: FDLO (1-star) is currently NOT-A-BUY. Pass it for now.
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
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 2% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 104705 | Beta 0.78 | 52 Weeks Range 52.85 - 63.06 | Updated Date 04/2/2025 |
52 Weeks Range 52.85 - 63.06 | Updated Date 04/2/2025 |
Upturn AI SWOT
Fidelity® Low Volatility Factor ETF
ETF Overview
Overview
The Fidelity Low Volatility Factor ETF (FDLO) seeks to provide investment returns that correspond to the performance of the Fidelity U.S. Low Volatility Factor Index. The fund invests primarily in U.S. equity securities that exhibit lower volatility characteristics. FDLO's investment strategy focuses on companies demonstrating relatively stable stock prices.
Reputation and Reliability
Fidelity is a well-established and reputable financial services firm with a long track record of managing investment products.
Management Expertise
Fidelity has a large and experienced team of investment professionals managing its ETFs and mutual funds.
Investment Objective
Goal
To provide investment returns that correspond to the performance of the Fidelity U.S. Low Volatility Factor Index.
Investment Approach and Strategy
Strategy: FDLO aims to track the Fidelity U.S. Low Volatility Factor Index.
Composition The ETF primarily holds U.S. equity securities selected for their low volatility characteristics.
Market Position
Market Share: FDLO's market share varies depending on the specific low volatility ETF segment.
Total Net Assets (AUM): 291000000
Competitors
Key Competitors
- SPLV
- USMV
- LGLV
Competitive Landscape
The low volatility ETF market is competitive, with several large players. FDLO benefits from Fidelity's brand recognition and distribution network. Its expense ratio is competitive but must consistently demonstrate favorable relative performance against competitors.
Financial Performance
Historical Performance: Historical performance data should be accessed from financial data providers.
Benchmark Comparison: FDLO's performance should be compared to the Fidelity U.S. Low Volatility Factor Index to assess tracking accuracy.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The ETF's liquidity is reflected in its average daily trading volume, typically ranging from 50,000 to 150,000 shares, indicating moderate liquidity.
Bid-Ask Spread
The bid-ask spread is usually tight, often less than $0.05, reflecting efficient trading.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, and overall market volatility influence FDLO's performance. Lower volatility stocks tend to outperform during market downturns.
Growth Trajectory
FDLO's growth is linked to investor demand for low volatility strategies, particularly during periods of economic uncertainty and market turbulence. No recent changes to strategy and holdings
Moat and Competitive Advantages
Competitive Edge
FDLO leverages Fidelity's research capabilities and brand reputation. Its competitive expense ratio, coupled with a focus on low volatility factor, gives it an edge. Fidelity's distribution network provides wider access to investors. The transparent index-tracking approach makes it easier for investors to understand its investment strategy. The ETF's well-defined volatility factor helps to consistently identify and target lower risk stocks.
Risk Analysis
Volatility
FDLO's volatility is expected to be lower than the broader market due to its investment strategy.
Market Risk
FDLO is still subject to market risk, particularly sector-specific risks based on its holdings, even with its low volatility mandate.
Investor Profile
Ideal Investor Profile
FDLO is suited for risk-averse investors, those seeking downside protection, and individuals looking for stable returns.
Market Risk
FDLO is most suitable for long-term investors seeking a core equity allocation with reduced volatility.
Summary
The Fidelity Low Volatility Factor ETF (FDLO) provides exposure to U.S. equities with lower volatility characteristics. It is suitable for risk-averse investors seeking stable returns and downside protection. Fidelity's brand recognition, competitive expense ratio, and transparent investment strategy are advantageous. However, investors should consider FDLO's performance relative to its benchmark and other low volatility ETFs. Overall, it represents a valuable tool for investors seeking to mitigate risk in their portfolio.
Similar Companies
DVOL
First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
First Trust Dorsey Wright Momentum & Low Volatility ETF
LGLV
SPDR® SSGA US Large Cap Low Volatility Index ETF
LGLV
SPDR® SSGA US Large Cap Low Volatility Index ETF
SPLV
Invesco S&P 500® Low Volatility ETF
SPLV
Invesco S&P 500® Low Volatility ETF
Sources and Disclaimers
Data Sources:
- Fidelity Investments, ETF.com, Bloomberg
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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® Low Volatility Factor ETF
Exchange NYSE ARCA | 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 included in the Fidelity U.S. Low Volatility Factor Index", which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies with lower volatility than the broader market. It invests in lending securities to earn income for the fund.
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