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Upturn AI SWOT - About
Fidelity® Low Volatility Factor ETF (FDLO)
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Upturn Advisory Summary
08/14/2025: FDLO (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 25.94% | Avg. Invested days 72 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 with relatively low historical volatility.
Reputation and Reliability
Fidelity is a well-established and reputable financial services company with a long track record of managing investment funds.
Management Expertise
Fidelity has a large team of experienced portfolio managers and analysts dedicated to managing its ETF offerings.
Investment Objective
Goal
To provide investment returns that correspond to the performance of stocks of large and mid-capitalization U.S. companies exhibiting lower volatility than the broader market.
Investment Approach and Strategy
Strategy: The ETF employs a quantitative approach to select and weight stocks based on their historical volatility. It does not attempt to track a specific index but rather uses proprietary methodology.
Composition The ETF holds a diversified portfolio of primarily U.S. stocks with lower historical volatility characteristics.
Market Position
Market Share: FDLO's market share varies depending on the specific low volatility ETF segment and competitive landscape.
Total Net Assets (AUM): 429000000
Competitors
Key Competitors
- Invesco S&P 500 Low Volatility ETF (SPLV)
- iShares MSCI USA Min Vol Factor ETF (USMV)
- Legg Mason Low Volatility High Dividend ETF (LVHD)
Competitive Landscape
The low volatility ETF market is competitive, with several large players offering similar products. FDLO benefits from Fidelity's brand recognition and distribution network. However, SPLV and USMV have larger AUM and longer track records, giving them a competitive advantage. FDLO competes on expense ratio and performance relative to these established ETFs.
Financial Performance
Historical Performance: Historical performance data requires referencing specific dates and can be found on financial websites.
Benchmark Comparison: Benchmark comparison necessitates accessing specific performance data from financial resources.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
FDLO's average trading volume provides sufficient liquidity for most investors; check current figures.
Bid-Ask Spread
FDLO generally maintains a tight bid-ask spread, indicating good liquidity; check current figures.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates and inflation, along with sector performance and overall market volatility, influence FDLO's performance.
Growth Trajectory
FDLO's growth depends on investor demand for low volatility strategies and its ability to attract assets from competitors; its strategy remains consistent with low volatility investing.
Moat and Competitive Advantages
Competitive Edge
FDLO benefits from Fidelity's established brand and distribution network, providing a competitive edge. Its quantitative approach to selecting low volatility stocks aims to deliver consistent performance. However, its AUM is smaller than some competitors, which may impact trading volume and liquidity. Fidelity's expertise in managing factor-based ETFs contributes to its overall appeal. The ETFu2019s lower expense ratio compared to some competitors also makes it attractive.
Risk Analysis
Volatility
FDLO is designed to exhibit lower volatility than the broader market, but it is still subject to market fluctuations.
Market Risk
The ETF's underlying assets (primarily U.S. stocks) are subject to market risk, including economic downturns and geopolitical events.
Investor Profile
Ideal Investor Profile
The ideal investor profile for FDLO is a risk-averse investor seeking lower volatility exposure to the U.S. equity market.
Market Risk
FDLO is suitable for long-term investors seeking a core equity holding with reduced volatility, but it may not be suitable for active traders seeking high growth potential.
Summary
The Fidelityu00ae Low Volatility Factor ETF seeks to provide investment returns corresponding to the performance of stocks exhibiting lower volatility. It offers a quantitatively driven approach to investing in low-volatility U.S. stocks with the backing of Fidelity's resources. While it faces competition from larger, more established ETFs, FDLO's low expense ratio and Fidelity's brand recognition are attractive. It suits investors seeking reduced volatility in their equity portfolios. However, returns might be lower than the broader market during strong bull markets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments Website
- ETF.com
- Morningstar.com
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is approximate and may vary. Past performance is not indicative of future results. All investment decisions should be made in consultation with a qualified financial advisor.
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.
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