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Upturn AI SWOT - About
Fidelity® Dividend ETF for Rising Rates (FDRR)
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Upturn Advisory Summary
08/14/2025: 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 22.78% | Avg. Invested days 56 | 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 08/14/2025 |
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 Fidelity Dividend ETF for Rising Rates (FDRR) seeks to provide investment returns that correspond to the performance of the Fidelity Dividend Index for Rising Rates. It focuses on dividend-paying stocks that may outperform in a rising interest rate environment, emphasizing financial strength and dividend growth.
Reputation and Reliability
Fidelity is a well-established and reputable financial services company with a long track record in asset management.
Management Expertise
Fidelity has a large and experienced team of portfolio managers and analysts.
Investment Objective
Goal
To seek investment returns that correspond to the performance of the Fidelity Dividend Index for Rising Rates.
Investment Approach and Strategy
Strategy: Tracks the Fidelity Dividend Index for Rising Rates, which selects dividend-paying stocks based on financial strength and potential performance in a rising rate environment.
Composition Primarily holds dividend-paying common stocks. The fund emphasizes companies with strong financial metrics and dividend growth potential.
Market Position
Market Share: FDRR's market share is relatively small compared to larger dividend ETFs.
Total Net Assets (AUM): 111100000
Competitors
Key Competitors
- SCHD
- DVY
- SPHD
- VYM
Competitive Landscape
The dividend ETF market is highly competitive with several large and well-established players. FDRR differentiates itself by focusing on dividend stocks that may outperform in a rising rate environment. However, its smaller AUM can be a disadvantage compared to larger, more liquid ETFs.
Financial Performance
Historical Performance: Data unavailable to properly populate.
Benchmark Comparison: Data unavailable to properly populate.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume for FDRR is moderate and may affect order execution for large trades.
Bid-Ask Spread
The bid-ask spread is generally tight, but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic factors, particularly interest rate policies and inflation expectations, influence FDRR's performance. Sector-specific performance and dividend trends also play a role.
Growth Trajectory
FDRR's growth is dependent on its ability to attract assets and maintain competitive performance, especially during periods of rising interest rates.
Moat and Competitive Advantages
Competitive Edge
FDRR's competitive advantage lies in its unique strategy of selecting dividend stocks designed to perform well in a rising interest rate environment. This focus can attract investors seeking protection against inflation and rising rates. The ETF's methodology is designed to identify financially sound companies with a history of dividend growth, which may lead to more stable returns. The rising rates focus also differentiates it from broader dividend ETFs.
Risk Analysis
Volatility
FDRR's volatility is generally moderate, reflecting the underlying stability of dividend-paying stocks.
Market Risk
FDRR is subject to market risk, particularly sector-specific risks and the impact of interest rate changes on stock valuations. The fund's focus on dividend stocks may offer some downside protection, but it is not immune to market downturns.
Investor Profile
Ideal Investor Profile
FDRR is suitable for investors seeking dividend income and potential capital appreciation, particularly those who believe interest rates will rise.
Market Risk
FDRR is suitable for long-term investors seeking a combination of income and growth. It is less suitable for active traders due to its moderate liquidity.
Summary
Fidelity Dividend ETF for Rising Rates (FDRR) offers a targeted approach to dividend investing, focusing on stocks that may benefit from rising interest rates. Its unique strategy and moderate expense ratio make it an attractive option for income-seeking investors with a specific view on interest rate movements. However, its smaller AUM and moderate liquidity may be considerations for larger investors. Overall, FDRR can be a useful tool for diversifying a portfolio and hedging against inflation, provided the investor understands its unique investment focus.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments Website
- ETF.com
- Seeking Alpha
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data may be estimated. Past performance is not indicative of future results. Investment decisions should be based on individual circumstances and after consulting with a 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® 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.