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Federated Hermes ETF Trust (FLCV)



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Upturn Advisory Summary
03/18/2025: FLCV (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit -7.13% | Avg. Invested days 23 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 8592 | Beta - | 52 Weeks Range 24.15 - 29.10 | Updated Date 04/1/2025 |
52 Weeks Range 24.15 - 29.10 | Updated Date 04/1/2025 |
Upturn AI SWOT
Federated Hermes ETF Trust
ETF Overview
Overview
Federated Hermes offers a suite of ETFs designed for various investment objectives, often incorporating active management strategies within specific sectors or thematic exposures.
Reputation and Reliability
Federated Hermes has a long history and a solid reputation in the asset management industry, offering various investment products.
Management Expertise
Federated Hermes has a team of experienced investment professionals managing their ETFs, with expertise in various asset classes and investment strategies.
Investment Objective
Goal
Varies depending on the specific Federated Hermes ETF. Common goals include capital appreciation, income generation, or tracking a specific index or sector.
Investment Approach and Strategy
Strategy: Varies depending on the specific ETF. Some may track an index, while others employ active management strategies to outperform benchmarks.
Composition Varies depending on the ETF. Compositions can include stocks, bonds, commodities, or a mix of asset classes.
Market Position
Market Share: Varies widely depending on the specific Federated Hermes ETF and the segment it targets. Individual ETF market share can be low depending on the age and performance of each ETF.
Total Net Assets (AUM): Varies by ETF, typically ranging from a few million to hundreds of millions USD.
Competitors
Key Competitors
- SPY
- IVV
- VOO
- QQQ
- IWM
- AGG
- GLD
- SLV
Competitive Landscape
The ETF industry is highly competitive, with many established players and new entrants. Federated Hermes competes with both passive and active ETFs. Their active management approach could provide an advantage if it consistently outperforms benchmarks, but it also comes with higher expense ratios. Passive ETFs tend to have a lower cost, leading to more popularity.
Financial Performance
Historical Performance: Performance varies significantly among Federated Hermes ETFs. Review specific ETF data for detailed historical performance across various time periods.
Benchmark Comparison: Benchmark comparisons are crucial for assessing the effectiveness of each Federated Hermes ETF. Active management performance can be evaluated against respective benchmark returns.
Expense Ratio: Varies depending on the specific ETF. Expense ratios can range from 0.2% to over 1.0% depending on the active management nature of the fund.
Liquidity
Average Trading Volume
The average trading volume depends on the specific ETF; ETFs with lower AUM will generally have less trading volume.
Bid-Ask Spread
Bid-ask spreads vary depending on the specific ETF, with more liquid ETFs generally having tighter spreads.
Market Dynamics
Market Environment Factors
Economic indicators, sector-specific trends, interest rates, and overall market sentiment influence Federated Hermes ETFs.
Growth Trajectory
Growth trends vary among Federated Hermes ETFs. Actively managed strategies might adapt holdings based on market conditions.
Moat and Competitive Advantages
Competitive Edge
Federated Hermes ETF Trust stands out with its active management within ETFs. Their experienced team aims to deliver superior returns through strategic stock selection and market timing. A diverse range of offerings and a focus on innovation could lead to higher profits in the long run. However, active management comes with higher fees and doesn't guarantee outperformance.
Risk Analysis
Volatility
Volatility levels differ among Federated Hermes ETFs. Actively managed ETFs may exhibit higher volatility due to their investment strategies.
Market Risk
Market risk is a primary concern. The specific risks are associated with the underlying assets held within each ETF.
Investor Profile
Ideal Investor Profile
Varies depending on the specific ETF. For active ETFs, investors seeking potentially higher returns with a tolerance for higher fees and risk are the target.
Market Risk
Varies depending on the ETF. Active ETFs are more suitable for investors seeking potential outperformance and are comfortable with active management.
Summary
Federated Hermes ETF Trust offers a diversified selection of ETFs, including actively managed strategies and thematic investments. Their actively managed ETFs seek to outperform traditional indices but come with higher expense ratios. Investors considering these ETFs should carefully consider their investment objectives, risk tolerance, and the specific investment strategy of each ETF. Given the wide range of ETFs, performance and suitability should be evaluated on a fund-by-fund basis.
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Sources and Disclaimers
Data Sources:
- Morningstar
- Yahoo Finance
- ETF.com
- Company Website
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 made based on individual circumstances and after consulting 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 Federated Hermes ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund seeks to achieve its objective by investing primarily in the common stock of large-cap U.S. companies undervalued relative to the market. It will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in a mix of large-cap and value investments. The fund manager actively trades its portfolio securities in an attempt to achieve its investment objective.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.