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Upturn AI SWOT - About
Fidelity® Total Bond ETF (FBND)
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Upturn Advisory Summary
08/14/2025: 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 1.92% | Avg. Invested days 40 | 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 08/14/2025 |
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 Fidelity Total Bond ETF (FBND) seeks to track the performance of a broad, market-weighted, investment-grade U.S. bond market index. It offers diversified exposure to U.S. investment-grade bonds.
Reputation and Reliability
Fidelity is a well-established and reputable financial services firm with a long track record of managing investment products.
Management Expertise
Fidelity has a large and experienced team of investment professionals managing its fixed-income funds.
Investment Objective
Goal
Seeks to track the performance of a broad, market-weighted, investment-grade U.S. bond market index.
Investment Approach and Strategy
Strategy: The ETF aims to track the investment results of the Bloomberg U.S. Aggregate Bond Index.
Composition The ETF primarily holds U.S. investment-grade bonds, including government, corporate, and mortgage-backed securities.
Market Position
Market Share: FBND has a moderate market share in the broad U.S. bond ETF category.
Total Net Assets (AUM): 2620000000
Competitors
Key Competitors
- AGG
- BND
- SCHZ
Competitive Landscape
The U.S. total bond ETF market is dominated by a few large players. FBND offers a competitive expense ratio and the backing of a reputable firm like Fidelity. However, it faces stiff competition from ETFs with larger AUM and higher trading volumes. Its advantage lies in Fidelity's research and expertise, while its disadvantage is smaller AUM compared to its top competitors.
Financial Performance
Historical Performance: Past performance is not indicative of future results.
Benchmark Comparison: FBND's performance closely tracks the Bloomberg U.S. Aggregate Bond Index.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
FBND has a moderate average daily trading volume, providing sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting adequate liquidity.
Market Dynamics
Market Environment Factors
Interest rate movements, inflation expectations, and economic growth influence FBND's performance.
Growth Trajectory
FBND's growth is tied to the overall growth of the fixed-income market and investor demand for broad bond exposure.
Moat and Competitive Advantages
Competitive Edge
FBND benefits from Fidelity's established brand and distribution network, which gives it access to a broad investor base. Its low expense ratio and close tracking of the Bloomberg U.S. Aggregate Bond Index make it an attractive option for cost-conscious investors seeking broad bond market exposure. Fidelity's active management capabilities can help optimize portfolio construction and manage risk. FBND may also benefit from Fidelity's research capabilities.
Risk Analysis
Volatility
FBND exhibits low volatility, consistent with investment-grade bonds.
Market Risk
FBND is subject to interest rate risk, credit risk, and inflation risk.
Investor Profile
Ideal Investor Profile
FBND is suitable for investors seeking diversified exposure to the U.S. investment-grade bond market as part of a long-term investment strategy.
Market Risk
FBND is best for long-term investors seeking stable returns and diversification.
Summary
The Fidelity Total Bond ETF (FBND) is a low-cost ETF that tracks the Bloomberg U.S. Aggregate Bond Index, providing broad exposure to the U.S. investment-grade bond market. It is a suitable choice for long-term investors seeking stable returns and diversification. Its low expense ratio and close tracking of the index make it a competitive option. However, it has smaller AUM when compared to its key competitors such as AGG and BND. Investors should carefully consider their risk tolerance and investment objectives before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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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