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FLCV
Upturn stock ratingUpturn stock rating

Federated Hermes ETF Trust (FLCV)

Upturn stock ratingUpturn stock rating
$27.55
Delayed price
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PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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*as per simulation
(see disclosures)
Time period over
  • ALL
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Upturn Advisory Summary

03/18/2025: FLCV (1-star) is currently NOT-A-BUY. Pass it for now.

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

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Not Recommended Performance

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

Analysis of Past Performance

Type ETF
Historic Profit -7.13%
Avg. Invested days 23
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 03/18/2025

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

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Federated Hermes ETF Trust

stock logo

ETF Overview

overview logo Overview

Federated Hermes offers a suite of ETFs designed for various investment objectives, often incorporating active management strategies within specific sectors or thematic exposures.

reliability logo Reputation and Reliability

Federated Hermes has a long history and a solid reputation in the asset management industry, offering various investment products.

reliability logo 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

overview logo 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

overview logo 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.

Similar Companies

  • ARKF
  • ARKK
  • BOTZ
  • ICLN
  • TAN
  • SMH

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.

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 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.

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