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FTRB
Upturn stock ratingUpturn stock rating

Federated Hermes ETF Trust (FTRB)

Upturn stock ratingUpturn stock rating
$25.15
Delayed price
Profit since last BUY1.99%
upturn advisory
Consider higher Upturn Star rating
BUY since 38 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
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Upturn Advisory Summary

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

Upturn Star Rating

ratingratingratingratingrating

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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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 6.71%
Avg. Invested days 67
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 2.0
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) 56616
Beta -
52 Weeks Range 23.22 - 25.58
Updated Date 04/1/2025
52 Weeks Range 23.22 - 25.58
Updated Date 04/1/2025

ai summary icon Upturn AI SWOT

Federated Hermes ETF Trust

stock logo

ETF Overview

overview logo Overview

Federated Hermes ETF Trust likely comprises various ETFs managed by Federated Hermes, focusing on diverse sectors, asset classes, and investment strategies to achieve specific financial goals. The exact nature depends on the specific ETF within the trust.

reliability logo Reputation and Reliability

Federated Hermes is a well-established asset manager with a long track record. Their reputation is generally solid, reflecting their experience and presence in the market.

reliability logo Management Expertise

Federated Hermes employs a team of experienced investment professionals with expertise across various asset classes and investment strategies.

Investment Objective

overview logo Goal

The primary investment goal varies depending on the specific ETF within the Federated Hermes ETF Trust, but generally aims for capital appreciation, income generation, or a combination of both.

Investment Approach and Strategy

Strategy: The investment strategy varies depending on the specific ETF. Some may track specific indices, while others may employ active management strategies.

Composition The asset composition varies depending on the specific ETF. It could include stocks, bonds, commodities, or a mix of these.

Market Position

Market Share: Market share varies significantly depending on the specific ETF within the Federated Hermes ETF Trust.

Total Net Assets (AUM): AUM varies significantly depending on the specific ETF within the Federated Hermes ETF Trust. It could range from millions to billions of dollars.

Competitors

overview logo Key Competitors

  • IVV
  • SPY
  • VTI
  • QQQ
  • IWM

Competitive Landscape

The ETF industry is highly competitive, with numerous providers offering similar products. Federated Hermes ETFs compete with established giants like BlackRock, Vanguard, and State Street. Advantages may include specialized strategies or niche market focus. Disadvantages could be lower brand recognition or smaller AUM compared to larger competitors.

Financial Performance

Historical Performance: Historical performance varies significantly depending on the specific ETF within the Federated Hermes ETF Trust. Past performance is not indicative of future results.

Benchmark Comparison: Benchmark comparison depends on the specific ETF and its underlying index. Some ETFs may outperform their benchmarks, while others may underperform.

Expense Ratio: Expense ratio varies depending on the specific ETF within the Federated Hermes ETF Trust. Ratios typically range from 0.05% to 0.75%.

Liquidity

Average Trading Volume

Average trading volume depends on the specific ETF; some are actively traded, while others have lower liquidity.

Bid-Ask Spread

Bid-ask spread depends on the specific ETF; more liquid ETFs typically have tighter spreads.

Market Dynamics

Market Environment Factors

Economic indicators, sector growth prospects, interest rates, and overall market sentiment can significantly impact the performance of Federated Hermes ETF Trust's holdings.

Growth Trajectory

Growth trends depend on the specific ETF. Actively managed ETFs may adjust strategies and holdings based on market conditions.

Moat and Competitive Advantages

Competitive Edge

Federated Hermes' competitive advantages may include proprietary investment strategies, strong research capabilities, or a focus on specific niche markets. Their active management approach could provide an edge in certain market conditions. However, these advantages must be weighed against the potential for higher fees and the risk of underperformance relative to passive index funds. Federated Hermes leverages its team of experienced financial experts to navigate complex markets and provide superior results. Overall, Federated Hermes differentiates through customized, client-centric solutions and a history of robust performance.

Risk Analysis

Volatility

Volatility depends on the specific ETF's underlying assets. Equity ETFs tend to be more volatile than bond ETFs.

Market Risk

Market risk is inherent in all investments. Risks associated with Federated Hermes ETF Trustu2019s underlying assets depend on the sector and asset class. Sector specific ETFs carry higher risk compared to broad market ETFs.

Investor Profile

Ideal Investor Profile

The ideal investor profile depends on the specific ETF. It could range from conservative income-seeking investors to aggressive growth investors.

Market Risk

Suitability depends on the specific ETF. Some may be suitable for long-term investors, while others may be better suited for active traders.

Summary

Federated Hermes ETF Trust offers a range of ETFs catering to various investment objectives and risk tolerances. The success of each ETF depends on its specific strategy, asset allocation, and market conditions. Investors should carefully evaluate the prospectus and consider their own financial goals before investing. Federated Hermes leverages its expertise to manage these ETFs, but performance can still vary. Investors should consider factors like the expense ratio, historical performance, and underlying assets before making a decision.

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Sources and Disclaimers

Data Sources:

  • Federated Hermes Official Website
  • ETF.com
  • Morningstar
  • Yahoo Finance

Disclaimers:

This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market data is subject to change and may not be entirely accurate.

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 pursues its investment objective by investing primarily in U.S. dollar denominated, investment-grade, fixed-income securities. In addition, the fund may invest in high-yield, non-U.S. dollar denominated, and emerging market fixed-income securities when Federated Investment Management Company considers the risk-return prospects of those sectors to be attractive. The fund may invest up to 25% of its total assets in noninvestment-grade debt securities.

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