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Fidelity® MSCI Consumer Discretionary Index ETF (FDIS)
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Upturn Advisory Summary
11/04/2025: FDIS (1-star) is currently NOT-A-BUY. Pass it for now.
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 27.62% | Avg. Invested days 66 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/04/2025 |
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
Fidelityu00ae MSCI Consumer Discretionary Index ETF (FDIS) seeks to track the performance of the MSCI USA IMI Consumer Discretionary Index, representing the consumer discretionary sector. Its asset allocation focuses on large and mid-cap U.S. stocks within this sector, employing a full replication investment strategy.
Reputation and Reliability
Fidelity is a well-established and reputable financial services firm with a long history of providing investment products and services.
Management Expertise
Fidelity's management team has extensive experience in managing index-based ETFs and possesses significant resources for research and portfolio management.
Investment Objective
Goal
The fund seeks to provide investment results that correspond to the performance of the MSCI USA IMI Consumer Discretionary Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI USA IMI Consumer Discretionary Index.
Composition The ETF holds stocks of companies included in the MSCI USA IMI Consumer Discretionary Index, primarily focusing on companies that manufacture consumer discretionary products or provide consumer discretionary services.
Market Position
Market Share: The fund holds a significant market share within the consumer discretionary ETF sector.
Total Net Assets (AUM): 685000000
Competitors
Key Competitors
- XLY
- VCR
Competitive Landscape
The consumer discretionary ETF industry is dominated by a few major players. FDIS offers a competitive expense ratio, but it faces strong competition from larger ETFs with higher AUM and trading volumes. XLY has a first-mover advantage. Smaller AUM may make FDIS less attractive to institutional investors.
Financial Performance
Historical Performance: Historical performance data should be gathered from financial websites. Past performance is not indicative of future results.
Benchmark Comparison: The ETF aims to closely track the performance of the MSCI USA IMI Consumer Discretionary Index.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The ETF's liquidity is influenced by its trading volume, which can vary depending on market conditions.
Bid-Ask Spread
The bid-ask spread reflects the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept, which affects the cost of trading.
Market Dynamics
Market Environment Factors
Economic indicators like consumer confidence, disposable income, and interest rates impact FDIS. Growth in the consumer discretionary sector, and overall market conditions influence the ETF's performance.
Growth Trajectory
Growth trends are aligned with the consumer discretionary sector and overall economic growth. Changes to strategy and holdings would be based on the underlying index methodology.
Moat and Competitive Advantages
Competitive Edge
FDIS benefits from Fidelity's brand recognition and low expense ratio compared to some competitors. The ETF's diversified exposure to the consumer discretionary sector allows investors to gain broad market access without having to select individual stocks. Its full replication strategy aims to minimize tracking error. However, larger funds may have a liquidity advantage. The cost-efficient structure of FDIS can be appealing to cost-conscious investors.
Risk Analysis
Volatility
Historical volatility can be determined from price fluctuations over time. The consumer discretionary sector can be volatile due to its cyclical nature.
Market Risk
Specific risks associated with the ETF include fluctuations in consumer spending, changes in interest rates, and broader economic downturns.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking exposure to the consumer discretionary sector of the U.S. equity market and is comfortable with the sector's cyclical nature.
Market Risk
This ETF is suitable for long-term investors seeking diversified exposure to the consumer discretionary sector. Active traders might also use it for tactical allocation.
Summary
FDIS aims to track the performance of the MSCI USA IMI Consumer Discretionary Index. Fidelity's brand name and low expense ratio offer some competitive advantages. The ETF is best for those looking for broad exposure to consumer discretionary stocks. However, investors should be aware of the sector's cyclical nature and the risk of economic downturns. Investors should compare FDIS to other funds in the consumer discretionary sector.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Fidelity Investments
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual circumstances and after consultation with a qualified financial advisor. Past performance is not indicative of future results.
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.
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.