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Upturn AI SWOT - About
Federated Hermes ETF Trust (FSCC)
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Upturn Advisory Summary
04/01/2025: FSCC (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
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 -6.33% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 1634 | Beta - | 52 Weeks Range 23.12 - 28.29 | Updated Date 04/1/2025 |
52 Weeks Range 23.12 - 28.29 | Updated Date 04/1/2025 |
Upturn AI SWOT
Federated Hermes ETF Trust
ETF Overview
Overview
Federated Hermes ETF Trust is a collection of actively managed ETFs focusing on various investment strategies, primarily equity and fixed income, aiming for long-term capital appreciation and income generation.
Reputation and Reliability
Federated Hermes has a strong reputation and a long history in the asset management industry, known for its diverse range of investment products.
Management Expertise
The management team comprises experienced professionals with expertise in active portfolio management across different asset classes.
Investment Objective
Goal
To achieve long-term capital appreciation and/or income by actively managing a portfolio of securities.
Investment Approach and Strategy
Strategy: Actively managed, using fundamental research and analysis to identify investment opportunities.
Composition Holds a mix of stocks, bonds, and other securities, depending on the specific fund within the trust.
Market Position
Market Share: Varies significantly depending on the specific ETF within the trust and its sector.
Total Net Assets (AUM): Varies widely among the funds within the trust. Specific AUM data is ETF dependent.
Competitors
Key Competitors
- ARKK
- SPY
- IVV
- AGG
Competitive Landscape
The ETF market is highly competitive with numerous established players. Federated Hermes ETF Trust competes with both passive index trackers and other active managers. Federated Hermes benefits from its active management approach but faces the challenge of consistently outperforming benchmarks. Competitors such as SPY and IVV have lower fees, giving them a competitive edge. ARKK focuses on disruptive innovation while AGG is a fixed income ETF.
Financial Performance
Historical Performance: Historical performance varies significantly depending on the specific ETF within the trust.
Benchmark Comparison: Performance relative to benchmarks depends on the specific ETF and its investment strategy.
Expense Ratio: Expense ratios vary among the funds; ranges approximately from 0.40% to 0.80%.
Liquidity
Average Trading Volume
Average trading volume varies significantly depending on the specific ETF within the trust, ranging from low to moderate.
Bid-Ask Spread
Bid-ask spread varies depending on the specific ETF within the trust and market conditions, but generally is tight given adequate liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, sector growth prospects, and overall market sentiment significantly impact Federated Hermes ETF Trust.
Growth Trajectory
Growth depends on market conditions, investment strategy performance, and investor demand for actively managed ETFs.
Moat and Competitive Advantages
Competitive Edge
Federated Hermes ETF Trust benefits from the firm's established brand and active management expertise. Its ability to adapt investment strategies to changing market conditions is an advantage. The actively managed approach aims to generate alpha above passive benchmarks. A diverse product line helps to attract a wider range of investors and maintain a stable asset base. The firm's research capabilities and risk management framework contribute to its competitive advantage.
Risk Analysis
Volatility
Volatility depends on the specific ETF within the trust and the asset classes it invests in.
Market Risk
Market risk is associated with fluctuations in asset prices, changes in interest rates, and economic downturns, affecting the ETF's performance.
Investor Profile
Ideal Investor Profile
Investors seeking actively managed investment strategies with the potential for outperformance, willing to pay higher fees for active management.
Market Risk
Suitable for long-term investors who are comfortable with market volatility and understand the risks and potential rewards of active management.
Summary
Federated Hermes ETF Trust is a collection of actively managed ETFs aiming for long-term growth and income. The success is closely related to the fund manager's skills. It is ideal for investors seeking potential outperformance, but should be aware of the higher expense ratios. Performance is market-dependent and varies across the different ETFs in the trust.
Similar Companies
- VOO
- SCHG
- IWF
- QQQ
- IWD
Sources and Disclaimers
Data Sources:
- Federated Hermes Official Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investing in ETFs involves risks, including the potential loss of principal.
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 small-capitalization (small-cap) U.S. companies. It will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in small companies. The fund manager actively trades its portfolio securities in an attempt to achieve its investment objective.
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