Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Fidelity Disruptive Automation ETF (FBOT)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: FBOT (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 18.98% | Avg. Invested days 79 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.33 | 52 Weeks Range 22.17 - 30.08 | Updated Date 06/30/2025 |
52 Weeks Range 22.17 - 30.08 | Updated Date 06/30/2025 |
Upturn AI SWOT
Fidelity Disruptive Automation ETF
ETF Overview
Overview
The Fidelity Disruptive Automation ETF (FBOT) seeks to provide investment results that correspond to the performance of the Fidelity Disruptive Automation Index, which focuses on companies that stand to benefit from the development and advancement of automation technologies. It aims for long-term growth by investing primarily in domestic and foreign equity securities.
Reputation and Reliability
Fidelity is a well-established and reputable asset manager with a long track record in the financial industry.
Management Expertise
Fidelity has a large team of experienced investment professionals and analysts managing its various ETFs.
Investment Objective
Goal
To seek long-term growth by investing in companies that benefit from disruptive automation.
Investment Approach and Strategy
Strategy: The ETF tracks the Fidelity Disruptive Automation Index, a rules-based index designed to reflect the performance of companies engaged in automation.
Composition The ETF primarily holds stocks of companies involved in robotics, artificial intelligence, automation services, and related technologies.
Market Position
Market Share: The FBOTu2019s market share is estimated to be modest compared to larger, more general technology ETFs.
Total Net Assets (AUM): 183000000
Competitors
Key Competitors
- ROBO Global Robotics and Automation Index ETF (ROBO)
- Global X Robotics & Artificial Intelligence ETF (BOTZ)
- iShares Robotics and Artificial Intelligence ETF (IRBO)
Competitive Landscape
The competitive landscape is characterized by several ETFs focusing on robotics and AI. FBOT benefits from Fidelity's brand and distribution network. However, it faces competition from ETFs with longer track records and potentially lower expense ratios, although expense ratio is similar across the competitors (ROBO=0.95, BOTZ=0.68, IRBO=0.47 and FBOT=0.69). FBOT's focus on 'disruptive automation' may offer a differentiated approach.
Financial Performance
Historical Performance: Historical performance data is readily available on Fidelity's website and financial data providers.
Benchmark Comparison: Compare FBOT's performance against the Fidelity Disruptive Automation Index to assess tracking effectiveness.
Expense Ratio: 0.69
Liquidity
Average Trading Volume
FBOT's average trading volume varies but is generally sufficient for most investors, ensuring ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating reasonable trading costs for investors.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth in automation, and broader market sentiment influence FBOT's performance.
Growth Trajectory
Growth trends include increasing adoption of automation technologies across various industries, potentially driving demand for FBOT.
Moat and Competitive Advantages
Competitive Edge
FBOT benefits from Fidelity's established brand and distribution network, providing a strong foundation. Its focus on 'disruptive' automation aims to capture companies leading innovation. Fidelity's research capabilities can potentially identify promising companies within the automation sector. The Index construction methodology, although proprietary, plays a key role. It seeks to outperform traditional robotics and automation benchmarks.
Risk Analysis
Volatility
Volatility depends on market conditions and the underlying stocks, which can be higher for growth-oriented technology companies.
Market Risk
Specific risks include technology obsolescence, regulatory changes affecting automation, and economic downturns impacting industrial demand.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term growth, has a high-risk tolerance, and is interested in the potential of automation.
Market Risk
FBOT is suitable for long-term investors seeking exposure to the automation sector, but may not be appropriate for risk-averse investors or short-term traders.
Summary
The Fidelity Disruptive Automation ETF (FBOT) offers exposure to companies poised to benefit from the growing automation trend. Fidelity's brand and research support this ETF. While it faces competition from other robotics and AI ETFs, its specific focus on 'disruptive' automation could offer a differentiated approach. However, investors should carefully consider the volatility inherent in technology-focused investments. It's best suited for long-term growth investors willing to take moderate to high risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments Website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.
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 Disruptive Automation ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally invests at least 80% of assets in securities of disruptive automation companies. Fidelity's disruptive strategies seek to identify innovative developments that could signal new directions for delivering products and services to customers. Generally, these companies have or are developing new or unconventional ways of doing business that could disrupt and displace incumbents over time. The fund is non-diversified.
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.