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Upturn AI SWOT - About
Fidelity® MSCI Consumer Discretionary Index ETF (FDIS)
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Upturn Advisory Summary
09/17/2025: FDIS (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 32.4% | Avg. Invested days 63 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.36 | 52 Weeks Range 72.59 - 103.75 | Updated Date 06/29/2025 |
52 Weeks Range 72.59 - 103.75 | Updated Date 06/29/2025 |
Upturn AI SWOT
Fidelity® MSCI Consumer Discretionary Index ETF
ETF Overview
Overview
The Fidelity MSCI Consumer Discretionary Index ETF (FDIS) seeks to track the performance of the MSCI USA IMI Consumer Discretionary Index, representing the performance of stocks of US consumer discretionary companies. It aims to provide investment results that correspond to the price and yield performance of its underlying index by investing at least 80% of its assets in securities included in the index.
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 large team of experienced portfolio managers and analysts dedicated to managing its ETFs.
Investment Objective
Goal
The ETF aims to provide investment results that correspond to the price and yield performance of the MSCI USA IMI Consumer Discretionary Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of the MSCI USA IMI Consumer Discretionary Index.
Composition The ETF primarily holds stocks of companies in the consumer discretionary sector.
Market Position
Market Share: FDIS holds a significant market share within the consumer discretionary ETF category, but does not make up the entire share.
Total Net Assets (AUM): 549100000
Competitors
Key Competitors
- Vanguard Consumer Discretionary ETF (VCR)
- Consumer Discretionary Select Sector SPDR Fund (XLY)
- iShares U.S. Consumer Discretionary ETF (IYC)
Competitive Landscape
The consumer discretionary ETF market is dominated by a few major players, including VCR and XLY. FDIS offers a low-cost option with a reputable manager, but its AUM is smaller than its competitors. Advantages include Fidelity's brand and low expense ratio. Disadvantages include lower AUM compared to VCR and XLY, which could affect liquidity.
Financial Performance
Historical Performance: Historical performance data is needed from external sources.
Benchmark Comparison: Benchmark comparison requires retrieving data from external sources and comparing it with FDIS historical performance.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
FDIS exhibits a moderate average trading volume, indicative of acceptable liquidity.
Bid-Ask Spread
The bid-ask spread for FDIS is generally tight, reflecting efficient trading and low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, consumer confidence, and interest rates significantly impact the performance of consumer discretionary stocks and therefore the FDIS ETF.
Growth Trajectory
The growth trajectory of FDIS depends on the performance of the consumer discretionary sector, influenced by consumer spending habits and overall economic conditions. Changes to the strategy are not expected as this is a passively managed ETF.
Moat and Competitive Advantages
Competitive Edge
FDIS benefits from Fidelity's strong brand recognition and established ETF management capabilities. Its key competitive advantage is its low expense ratio, making it an attractive option for cost-conscious investors. It offers diversified exposure to the consumer discretionary sector, tracking a well-known index. Its low expense ratio is a significant draw for investors seeking to minimize costs while tracking the consumer discretionary sector.
Risk Analysis
Volatility
FDIS's volatility is expected to be similar to that of the broader consumer discretionary sector.
Market Risk
FDIS is subject to market risk, specifically the risk that the consumer discretionary sector may underperform due to changes in consumer spending, economic conditions, or other factors.
Investor Profile
Ideal Investor Profile
The ideal investor for FDIS is one seeking broad exposure to the US consumer discretionary sector, with a long-term investment horizon and a focus on low-cost investment options.
Market Risk
FDIS is suitable for long-term investors who seek to passively track the performance of the consumer discretionary sector. It is less suitable for active traders due to its passive nature.
Summary
The Fidelity MSCI Consumer Discretionary Index ETF (FDIS) offers a low-cost and convenient way to gain exposure to the US consumer discretionary sector. It tracks the MSCI USA IMI Consumer Discretionary Index, providing diversified exposure to a range of companies. FDIS is well-suited for long-term investors seeking to passively track the performance of the sector, with a focus on low costs. While other ETFs have a bigger AUM and Market share, FDIS continues to be a great option for those looking for a lower expense ratio option.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Investment decisions should be made after consulting with a qualified financial advisor. Market share data is approximate and may vary.
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® MSCI Consumer Discretionary Index ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Consumer Discretionary 25/50 Index, which represents the performance of the consumer discretionary sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Consumer Discretionary 25/50 Index. The fund is non-diversified.
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