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Upturn AI SWOT - About
Fidelity® Dividend ETF for Rising Rates (FDRR)
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Upturn Advisory Summary
04/01/2025: FDRR (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 -3.37% | Avg. Invested days 43 | 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) 27096 | Beta 0.89 | 52 Weeks Range 43.03 - 53.76 | Updated Date 04/2/2025 |
52 Weeks Range 43.03 - 53.76 | Updated Date 04/2/2025 |
Upturn AI SWOT
Fidelity® Dividend ETF for Rising Rates
ETF Overview
Overview
The Fidelityu00ae Dividend ETF for Rising Rates (FDRR) seeks to provide investment results that correspond to the performance of dividend-paying stocks and REITs expected to continue to pay and increase their dividends in a rising interest rate environment.
Reputation and Reliability
Fidelity is a well-established and reputable financial services firm with a long track record in asset management.
Management Expertise
Fidelity has a large and experienced team of investment professionals managing its ETFs and mutual funds.
Investment Objective
Goal
The ETF's goal is to track the performance of dividend-paying stocks and REITs that are expected to increase their dividends in a rising interest rate environment.
Investment Approach and Strategy
Strategy: The ETF uses a rules-based approach to select dividend-paying stocks and REITs that are likely to increase their dividends in a rising interest rate environment.
Composition The ETF primarily holds stocks and REITs.
Market Position
Market Share: FDRR's market share in the dividend ETF segment is relatively small compared to larger, more established competitors.
Total Net Assets (AUM): 147890432
Competitors
Key Competitors
- Vanguard Dividend Appreciation ETF (VIG)
- Schwab US Dividend Equity ETF (SCHD)
- iShares Select Dividend ETF (DVY)
Competitive Landscape
The dividend ETF market is highly competitive, with several large and well-established ETFs. FDRR aims to differentiate itself by focusing on companies expected to increase dividends in rising rates. This niche focus could be an advantage, but its smaller size compared to competitors could be a disadvantage.
Financial Performance
Historical Performance: Historical performance data needs to be acquired from financial data platforms. Performance will vary and is not guaranteed.
Benchmark Comparison: Benchmark comparison requires historical data and analysis against an appropriate dividend or rising rate benchmark.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
Average trading volume information must be sourced from live market data, but typically liquidity is adequate.
Bid-Ask Spread
Bid-ask spread information must be sourced from live market data, but generally the spread is relatively tight.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate trends, dividend policy changes, and sector performance all influence FDRR's performance.
Growth Trajectory
The ETF's growth depends on its ability to attract investors seeking dividend income and protection in a rising interest rate environment. Any adjustments to underlying methodology impact the growth trajectory.
Moat and Competitive Advantages
Competitive Edge
FDRR's advantage lies in its focus on companies expected to increase dividends in a rising rate environment, potentially offering investors a hedge against inflation and interest rate risk. This targeted strategy differentiates it from broad-based dividend ETFs. Its methodology aims to identify companies with strong financial health and a commitment to dividend growth. However, the success of this strategy hinges on the accuracy of predicting future dividend increases.
Risk Analysis
Volatility
Historical volatility information must be sourced from financial data platforms. Dividend strategies generally exhibit moderate volatility.
Market Risk
The ETF is exposed to market risk, particularly sector-specific risks related to the stocks and REITs it holds. Changes in interest rate expectations and dividend policies also pose risks.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking dividend income and looking for potential protection against rising interest rates. Investors nearing retirement or in retirement seeking income may find it suitable.
Market Risk
The ETF is suitable for long-term investors seeking dividend income. Active traders may find the focus limiting.
Summary
FDRR is a dividend ETF focused on companies expected to increase dividends in a rising interest rate environment. It aims to provide income and potential capital appreciation. The ETF is managed by Fidelity, a reputable firm, but its AUM is small compared to larger competitors. Investors should consider the expense ratio, liquidity, and risks associated with rising interest rates before investing. The specific nature of FDRR may be useful if interest rates are expected to rise.
Similar Companies
DVY
iShares Select Dividend ETF
DVY
iShares Select Dividend ETF
SCHD
Schwab U.S. Dividend Equity ETF
SCHD
Schwab U.S. Dividend Equity ETF
SDY
SPDR® S&P Dividend ETF
SDY
SPDR® S&P Dividend ETF
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Fidelity Investments Website
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be based on individual circumstances and a thorough understanding of the risks involved.
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® Dividend ETF for Rising Rates
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 underlying index and in depository receipts representing securities included in the underlying index. The underlying index is designed to reflect the performance of stocks of large and mid-capitalization dividend-paying companies that are expected to continue to pay and grow their dividends and have a positive correlation of returns to increasing 10-year U.S. Treasury yields.
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