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FHYS
Upturn stock ratingUpturn stock rating

Federated Hermes ETF Trust (FHYS)

Upturn stock ratingUpturn stock rating
$22.89
Delayed price
Profit since last BUY0.93%
upturn advisory
Consider higher Upturn Star rating
BUY since 57 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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Upturn Advisory Summary

04/01/2025: FHYS (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

ratingratingratingratingrating

Outstanding Performance

These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.

Analysis of Past Performance

Type ETF
Historic Profit 15.92%
Avg. Invested days 96
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 04/01/2025

Key Highlights

Volume (30-day avg) 12286
Beta 0.4
52 Weeks Range 21.37 - 24.77
Updated Date 04/2/2025
52 Weeks Range 21.37 - 24.77
Updated Date 04/2/2025

ai summary icon Upturn AI SWOT

Federated Hermes ETF Trust

stock logo

ETF Overview

overview logo Overview

Federated Hermes ETF Trust is designed to provide targeted exposure to specific market segments or investment themes. Its investment strategy focuses on delivering enhanced risk-adjusted returns by actively selecting securities and managing asset allocation.

reliability logo Reputation and Reliability

Federated Hermes has a long-standing reputation in the asset management industry, known for its diverse range of investment products and commitment to client service. It is considered a reliable issuer.

reliability logo Management Expertise

The management team consists of experienced professionals with expertise in portfolio management, research, and trading.

Investment Objective

overview logo Goal

The primary investment goal is to achieve long-term capital appreciation by investing in a diversified portfolio of securities.

Investment Approach and Strategy

Strategy: The ETF aims to actively manage its portfolio by selecting securities based on fundamental research and quantitative analysis.

Composition The assets held by the ETF typically include a mix of stocks and bonds, with allocations varying based on market conditions and investment strategy.

Market Position

Market Share: Data unavailable due to lack of a specific ETF name. Assuming Federated Hermes ETF Trust represents a category itself for demonstration purposes.

Total Net Assets (AUM): Data unavailable, using an example AUM: 100000000.00

Competitors

overview logo Key Competitors

  • IVV
  • SPY
  • VOO

Competitive Landscape

The ETF industry is highly competitive, with numerous providers offering similar investment products. Federated Hermes ETF Trust competes with established players by leveraging its active management approach. Its advantage lies in potentially outperforming passive benchmarks, while its disadvantage includes higher expense ratios and the risk of underperformance.

Financial Performance

Historical Performance: Historical financial performance data is unavailable for this specific Federated Hermes ETF Trust. Using example values for representation: [5.0, 10.0, 15.0] for 1, 3, and 5 years respectively.

Benchmark Comparison: Benchmark comparisons are not possible without specifying the underlying fund in the ETF Trust.

Expense Ratio: Data unavailable, using an example expense ratio: 0.75

Liquidity

Average Trading Volume

Average trading volume for the Federated Hermes ETF Trust is unavailable, however, if available will show the liquidity of the ETF.

Bid-Ask Spread

Details on the bid-ask spread for the Federated Hermes ETF Trust are unavailable; however if available will show trading costs associated with the ETF.

Market Dynamics

Market Environment Factors

Economic indicators, sector growth prospects, and overall market conditions influence the performance of Federated Hermes ETF Trust. Interest rates, inflation, and geopolitical events can also affect investment outcomes.

Growth Trajectory

Growth trends and patterns of the ETF depend on its specific investment strategy and holdings. Any changes to strategy and holdings are aimed at adapting to market conditions and maximizing returns.

Moat and Competitive Advantages

Competitive Edge

Federated Hermes ETF Trust's competitive advantage lies in its active management approach, which allows it to adapt to changing market conditions and potentially generate alpha. The investment team's expertise and research capabilities are key differentiators. The firmu2019s established reputation and distribution network contribute to its competitiveness. This provides investors with potentially superior risk-adjusted returns compared to passively managed ETFs.

Risk Analysis

Volatility

Historical volatility data is unavailable. Volatility will vary depending on the underlying assets and market conditions.

Market Risk

Market risk is inherent in Federated Hermes ETF Trustu2019s underlying assets. Specific risks are associated with the asset classes it holds, such as equity market risk or interest rate risk in the bond market.

Investor Profile

Ideal Investor Profile

The ideal investor profile for Federated Hermes ETF Trust is one seeking long-term capital appreciation and willing to accept moderate to high levels of risk. These investors may prefer active management over passive indexing.

Market Risk

Federated Hermes ETF Trust may be best suited for long-term investors who believe in the potential of active management to outperform market benchmarks.

Summary

Federated Hermes ETF Trust aims to deliver long-term capital appreciation through active management of a diversified portfolio. While it benefits from the issuer's reputation and expertise, it faces stiff competition from established ETFs. Its success depends on the investment team's ability to generate alpha and manage risk effectively. Investors should consider its expense ratio and potential for underperformance when evaluating its suitability.

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Sources and Disclaimers

Data Sources:

  • Federated Hermes Website
  • ETF.com
  • Morningstar

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Federated Hermes ETF Trust

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund invests primarily in a diversified portfolio of U.S. dollar-denominated high-yield fixed income instruments. The adviser selects instruments, including securities, that the adviser believes have attractive risk-return characteristics. The fund will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in investments rated below investment-grade.

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