
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT
- About
Federated Hermes ETF Trust (FTRB)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: FTRB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | ETF Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
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 |
Upturn AI SWOT
Federated Hermes ETF Trust
ETF Overview
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.
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.
Management Expertise
Federated Hermes employs a team of experienced investment professionals with expertise across various asset classes and investment strategies.
Investment Objective
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
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.
Similar Companies
XLB

Materials Select Sector SPDR® Fund


XLB

Materials Select Sector SPDR® Fund
XLC

Communication Services Select Sector SPDR® Fund


XLC

Communication Services Select Sector SPDR® Fund
XLE

Energy Select Sector SPDR® Fund


XLE

Energy Select Sector SPDR® Fund
XLF

Financial Select Sector SPDR® Fund


XLF

Financial Select Sector SPDR® Fund
XLI

Industrial Select Sector SPDR® Fund


XLI

Industrial Select Sector SPDR® Fund
XLK

Technology Select Sector SPDR® Fund


XLK

Technology Select Sector SPDR® Fund
XLP

Consumer Staples Select Sector SPDR® Fund


XLP

Consumer Staples Select Sector SPDR® Fund
XLRE

The Real Estate Select Sector SPDR Fund


XLRE

The Real Estate Select Sector SPDR Fund
XLV

Health Care Select Sector SPDR® Fund


XLV

Health Care Select Sector SPDR® Fund
XLY

Consumer Discretionary Select Sector SPDR® Fund


XLY

Consumer Discretionary Select Sector SPDR® Fund
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.
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 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.
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.