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Upturn AI SWOT - About
Fidelity® MSCI Consumer Discretionary Index ETF (FDIS)
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Upturn Advisory Summary
07/31/2025: FDIS (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 22.09% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 07/31/2025 |
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 Fidelityu00ae MSCI Consumer Discretionary Index ETF (FDIS) seeks to track the performance of the MSCI USA IMI Consumer Discretionary Index, which represents the performance of the consumer discretionary sector in the U.S. equity market. It invests primarily in stocks of companies that manufacture consumer goods and provide discretionary services.
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 extensive experience managing index-tracking ETFs, leveraging their expertise to efficiently replicate the underlying index.
Investment Objective
Goal
To provide investment results that correspond to the aggregate price and yield performance of the MSCI USA IMI Consumer Discretionary Index.
Investment Approach and Strategy
Strategy: This ETF aims to replicate the MSCI USA IMI Consumer Discretionary Index.
Composition The ETF holds stocks of U.S. companies in the consumer discretionary sector.
Market Position
Market Share: FDIS is a significant player in the consumer discretionary ETF market.
Total Net Assets (AUM): 1531000000
Competitors
Key Competitors
- XLY
- VCR
- RCD
Competitive Landscape
The consumer discretionary ETF market is dominated by a few large players. FDIS faces stiff competition from XLY and VCR, which have larger AUM and higher trading volumes. FDIS benefits from Fidelity's brand and low expense ratio, but it needs to continue to grow its AUM to compete more effectively. Its primary advantage lies in its low expense ratio, though it has a smaller AUM than its competitors.
Financial Performance
Historical Performance: Historical performance can be obtained from Fidelity or financial data providers. The performance is tied directly to the underlying MSCI USA IMI Consumer Discretionary Index.
Benchmark Comparison: The ETF's performance closely tracks the MSCI USA IMI Consumer Discretionary Index.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The average trading volume for FDIS is moderate, providing adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, consumer confidence, interest rates, and retail sales all influence the consumer discretionary sector and, therefore, FDIS's performance.
Growth Trajectory
FDIS's growth trajectory depends on the overall health of the consumer discretionary sector and its ability to attract investor capital. The ETF's strategy has remained consistent since its inception.
Moat and Competitive Advantages
Competitive Edge
FDIS has a competitive advantage with its low expense ratio, making it an attractive option for cost-conscious investors. Fidelity's brand recognition and established distribution network also contribute to its competitiveness. The ETF's focus on tracking a well-known index provides transparency and predictability. This, coupled with the strength of the parent organization, gives investors confidence in the fund's reliability. However, the ETF could grow in terms of Market share.
Risk Analysis
Volatility
FDIS's volatility is similar to that of the broader consumer discretionary sector, which tends to be more volatile than the overall market.
Market Risk
The ETF is subject to market risk, particularly related to consumer spending and economic cycles. A downturn in the economy could negatively impact the performance of the underlying companies.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the U.S. consumer discretionary sector and those who want a low-cost, index-tracking ETF.
Market Risk
FDIS is suitable for long-term investors who want to diversify their portfolios with exposure to the consumer discretionary sector.
Summary
Fidelityu00ae MSCI Consumer Discretionary Index ETF (FDIS) offers investors a low-cost way to access the U.S. consumer discretionary sector. It closely tracks the MSCI USA IMI Consumer Discretionary Index, providing broad market exposure. Its low expense ratio and the backing of Fidelity make it a competitive option. Investors should consider their risk tolerance and investment goals before investing in FDIS, especially noting its concentration in a single sector. The ETF's performance is directly tied to the health of the consumer discretionary sector and overall economic conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments Website
- MSCI Index Fact Sheet
- ETF.com
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data is estimated 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.
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.