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Upturn AI SWOT - About
Fidelity® Dividend ETF for Rising Rates (FDRR)
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Upturn Advisory Summary
10/24/2025: FDRR (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 29.63% | Avg. Invested days 63 | 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 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.92 | 52 Weeks Range 42.73 - 54.12 | Updated Date 06/29/2025 |
52 Weeks Range 42.73 - 54.12 | Updated Date 06/29/2025 |
Upturn AI SWOT
Fidelity® Dividend ETF for Rising Rates
ETF Overview
Overview
The Fidelityu00ae Dividend ETF for Rising Rates (FDRR) seeks to provide investment results that correspond to the performance of dividend-paying stocks and REITs expected to benefit from a rising interest rate environment. It focuses on dividend paying companies while considering potential impacts of interest rate increases.
Reputation and Reliability
Fidelity is a well-established and reputable financial services company with a long history in the investment management industry.
Management Expertise
Fidelity has a dedicated and experienced team of portfolio managers and analysts who oversee the ETF's investment strategy.
Investment Objective
Goal
The primary investment goal of FDRR is to provide investment results that correspond to the performance of dividend-paying stocks and REITs expected to benefit from a rising interest rate environment.
Investment Approach and Strategy
Strategy: FDRR does not track a specific index, but uses a proprietary methodology to select dividend-paying stocks and REITs.
Composition FDRR primarily holds stocks and REITs.
Market Position
Market Share: Market share data is unavailable
Total Net Assets (AUM): 226900000
Competitors
Key Competitors
- SCHD
- DVY
- VIG
Competitive Landscape
The dividend ETF market is competitive. FDRR differentiates itself by focusing on rising interest rate environments. Advantages include its specific rising rate strategy, while disadvantages involve its smaller AUM and potentially higher volatility compared to broad dividend ETFs.
Financial Performance
Historical Performance: Historical performance data is unavailable.
Benchmark Comparison: Benchmark comparison data is unavailable.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume for FDRR is moderate and fluctuates depending on market conditions.
Bid-Ask Spread
The bid-ask spread for FDRR is typically tight but widens during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate policies, and sector-specific growth prospects all affect FDRR. Rising interest rates and the performance of dividend paying stocks are critical to FDRRu2019s performance.
Growth Trajectory
FDRR's growth trajectory depends on market interest rates, dividend stock performance, and investor demand for its specific investment strategy. There haven't been substantial changes to strategy or holdings.
Moat and Competitive Advantages
Competitive Edge
FDRR's competitive advantage lies in its unique focus on dividend-paying stocks and REITs that are expected to benefit from a rising interest rate environment. This targeted strategy differentiates it from broader dividend ETFs. FDRR offers investors exposure to a specific market dynamic. However, its smaller AUM might be a disadvantage.
Risk Analysis
Volatility
The ETF's volatility is influenced by interest rate sensitivity, and the performance of dividend-paying stocks and REITs.
Market Risk
Market risks include general economic downturns, sector-specific risks related to REITs and dividend-paying stocks, and unexpected changes in interest rate policy.
Investor Profile
Ideal Investor Profile
The ideal investor for FDRR is someone seeking dividend income and looking to hedge against rising interest rates. This investor has a moderate to high risk tolerance.
Market Risk
FDRR is more suitable for long-term investors who are willing to accept some volatility for potentially higher returns. It is not ideal for active traders.
Summary
Fidelityu00ae Dividend ETF for Rising Rates (FDRR) is designed for investors seeking dividend income and a hedge against rising interest rates by investing in dividend-paying stocks and REITs expected to perform well in such environments. It offers a niche strategy within the dividend ETF market. FDRR is managed by Fidelity, a reputable firm, and offers a specific rising-rate focus. However, it carries market and interest rate risks and may not be suitable for all investors. Its smaller AUM and potentially higher volatility compared to broad dividend ETFs should also be considered.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments
- Yahoo Finance
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and risk tolerance.
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® Dividend ETF for Rising Rates
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 underlying index and in depository receipts representing securities included in the underlying index. The underlying index is designed to reflect the performance of stocks of large and mid-capitalization dividend-paying companies that are expected to continue to pay and grow their dividends and have a positive correlation of returns to increasing 10-year U.S. Treasury yields.
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.