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Upturn AI SWOT - About
Fidelity® Low Volatility Factor ETF (FDLO)
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Upturn Advisory Summary
10/24/2025: FDLO (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 27.82% | Avg. Invested days 80 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.76 | 52 Weeks Range 53.39 - 62.82 | Updated Date 06/29/2025 |
52 Weeks Range 53.39 - 62.82 | Updated Date 06/29/2025 |
Upturn AI SWOT
Fidelity® Low Volatility Factor ETF
ETF Overview
Overview
The Fidelityu00ae Low Volatility Factor ETF (FDLO) seeks to provide investment returns that correspond to the performance of stocks exhibiting lower volatility than the broader market. It invests primarily in U.S. stocks. The investment strategy emphasizes companies with historically low volatility characteristics.
Reputation and Reliability
Fidelity is a well-established and reputable financial services company with a long track record.
Management Expertise
Fidelity has a large and experienced team of investment professionals managing its ETFs.
Investment Objective
Goal
To seek investment returns that correspond to the performance of stocks exhibiting lower volatility than the broader market.
Investment Approach and Strategy
Strategy: The ETF aims to track the Fidelity U.S. Low Volatility Factor Index.
Composition The ETF primarily holds U.S. stocks selected for their low volatility characteristics.
Market Position
Market Share: FDLO's market share varies depending on the specific low volatility ETF segment.
Total Net Assets (AUM): 861000000
Competitors
Key Competitors
- SPLV
- USMV
- LGLV
Competitive Landscape
The low volatility ETF market is competitive, with several well-established players. FDLO benefits from Fidelity's brand recognition and distribution network. Competitors like SPLV and USMV have larger AUM and longer track records. LGLV is another alternative to consider.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved dynamically from financial data providers. Data not available at the moment.
Benchmark Comparison: Benchmark comparison needs to be done dynamically from financial data providers. Data not available at the moment.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
FDLO exhibits moderate liquidity, facilitating trading for most investors.
Bid-Ask Spread
The bid-ask spread for FDLO is typically tight, reflecting sufficient market interest.
Market Dynamics
Market Environment Factors
Economic conditions, interest rate movements, and overall market volatility influence FDLO. Sector performance and investor sentiment also play a role.
Growth Trajectory
FDLO's growth trajectory depends on investor demand for low volatility strategies and Fidelity's ability to attract and retain assets.
Moat and Competitive Advantages
Competitive Edge
FDLO benefits from Fidelity's strong brand and distribution network. The ETF's low expense ratio of 0.08% provides a cost advantage. The ETF's focus on U.S. stocks with low volatility characteristics makes it distinct. The low volatility factor can provide downside protection.
Risk Analysis
Volatility
FDLO is designed to exhibit lower volatility than the broader market, but still carries market risk.
Market Risk
The ETF is subject to market risk, including declines in stock prices due to economic conditions, company-specific events, and other factors.
Investor Profile
Ideal Investor Profile
FDLO is suitable for investors seeking to reduce portfolio volatility and participate in the equity market with a relatively defensive strategy.
Market Risk
FDLO is best for long-term investors or those who are more risk-averse, but can also be used tactically during periods of market uncertainty.
Summary
Fidelityu00ae Low Volatility Factor ETF (FDLO) offers a low-cost way to access the U.S. equity market with a focus on lower volatility stocks. It leverages Fidelity's investment expertise and brand recognition. The ETF provides downside protection during market downturns, making it appealing to risk-averse investors. However, investors should be aware of the market risk and potential for underperformance during strong bull markets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data are based on available sources and may not be exact.
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® Low Volatility Factor ETF
Exchange NYSE ARCA | 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 included in the Fidelity U.S. Low Volatility Factor Index", which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies with lower volatility than the broader market. It invests in lending securities to earn income for the fund.
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.