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Upturn AI SWOT - About
Fidelity® Total Bond ETF (FBND)
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Upturn Advisory Summary
10/24/2025: FBND (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 4.75% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.99 | 52 Weeks Range 42.73 - 45.70 | Updated Date 06/29/2025 |
52 Weeks Range 42.73 - 45.70 | Updated Date 06/29/2025 |
Upturn AI SWOT
Fidelity® Total Bond ETF
ETF Overview
Overview
The Fidelityu00ae Total Bond ETF (FBND) seeks to provide investment results that correspond to the performance of the U.S. investment-grade bond market. It primarily invests in a diversified portfolio of investment-grade bonds with varying maturities.
Reputation and Reliability
Fidelity is a well-established and reputable financial services company with a long track record of managing investment products.
Management Expertise
Fidelity has a dedicated team of experienced portfolio managers and analysts specializing in fixed-income investments.
Investment Objective
Goal
To track the performance of a broad U.S. investment-grade bond market index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of its benchmark index.
Composition The ETF primarily holds U.S. investment-grade bonds, including government, corporate, and mortgage-backed securities.
Market Position
Market Share: FBND's market share among total bond market ETFs is moderate, competing with larger and more established funds.
Total Net Assets (AUM): 2370000000
Competitors
Key Competitors
- AGG
- BND
- SCHZ
Competitive Landscape
The total bond market ETF sector is highly competitive, dominated by low-cost, passively managed funds. FBND competes on price and breadth of exposure but faces stiff competition from larger, more liquid ETFs. FBND has the advantage of Fidelity's reputation, while competitors like AGG and BND offer more established liquidity.
Financial Performance
Historical Performance: Historical performance data should be reviewed directly on financial data platforms such as Bloomberg, Yahoo Finance or Morningstar.
Benchmark Comparison: The ETF's performance is expected to closely track its benchmark index, with minor deviations due to expenses and tracking error.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
FBND's average daily trading volume indicates moderate liquidity, sufficient for most retail and some institutional investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's efficient trading and underlying bond market liquidity.
Market Dynamics
Market Environment Factors
Interest rate movements, inflation expectations, and credit spreads significantly impact FBND's performance. Economic growth and monetary policy also affect market sentiment.
Growth Trajectory
The ETF's growth trajectory is tied to the overall demand for bond ETFs and investor sentiment towards fixed income. Changes to the underlying index composition can also affect its holdings.
Moat and Competitive Advantages
Competitive Edge
FBND benefits from Fidelity's brand recognition and low expense ratio. It offers broad exposure to the U.S. investment-grade bond market. The ETF aims to provide a cost-effective way for investors to gain diversified fixed-income exposure. However, its competitive edge is constrained by the dominance of larger, more liquid competitors. Fidelity's distribution network provides another advantage for the ETF's outreach.
Risk Analysis
Volatility
FBND's volatility is typically low, reflecting the stability of investment-grade bonds.
Market Risk
The ETF is exposed to interest rate risk, credit risk, and inflation risk. Rising interest rates can negatively impact bond prices. Credit downgrades can also affect the value of corporate bonds held by the ETF.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse investor seeking broad exposure to the U.S. investment-grade bond market for income or diversification purposes.
Market Risk
FBND is suitable for long-term investors and passive index followers seeking a core fixed-income holding.
Summary
Fidelityu00ae Total Bond ETF (FBND) offers a cost-effective way to access the U.S. investment-grade bond market, managed by a reputable firm. It aims to track a broad market index, providing diversified exposure to various bond types. While FBND provides a competitive expense ratio, investors must consider the ETFu2019s moderate liquidity and market share compared to industry giants. The ETF is best suited for risk-averse investors seeking a core fixed-income allocation with a long-term investment horizon.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments
- Morningstar
- Yahoo Finance
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market data is subject to change.
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 Fidelity® Total Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Normally, the fund invests at least 80% of assets in debt securities of all types and repurchase agreements for those securities. The manager uses the Bloomberg U.S. Universal Bond Index as a guide in allocating assets across the investment-grade, high yield, and emerging market asset classes. The fund invests up to 20% of assets in lower-quality debt securities. It is managed to have similar overall interest rate risk to the index.
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