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- Upturn Summary
- Fund Details
Upturn AI Summary
Federated Hermes U.S. Strategic Dividend ETF(FDV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for FDV
10/28/2026: FDV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Federated Hermes U.S. Strategic Dividend ETF (FDV) is an actively managed fund providing exposure to U.S. companies with sustainable dividend payouts. Its core strength lies in active management, allowing it to screen for quality beyond what passive indices offer. It is best used as a core income-generating component in a long-term portfolio. Key risks include exposure to broader equity market volatility and competition from lower-cost passive alternatives. The fund is ideal for income-focused investors who value professional, active oversight of their dividend-paying holdings.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While the fund focuses on dividend-paying companies, it may lack the aggressive growth potential of pure-play growth funds. |
| Momentum investor | Weak fit | The fund's focus on sustainable dividends is typically at odds with high-velocity momentum trading strategies. |
| Value investor | Strong fit | Many dividend-paying stocks held by the fund are often priced at value-oriented valuations. |
| Dividend/Income investor | Strong fit | The fund is specifically designed to meet the needs of investors seeking reliable income streams. |
| Low-risk investor | Mixed fit | While dividends can reduce volatility, the fund remains exposed to equity market risks and sector-specific downturns. |
Investor Profile
Ideal Investor Profile
Investors seeking income, capital preservation, and an active approach to dividend investing.
Suitability
Best suited for long-term investors who prioritize dividend sustainability and income generation over rapid capital growth.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Equity markets inherently carry price fluctuations that can affect total return. |
| Market risk | Medium | General market downturns will negatively impact the fund's net asset value. |
| Concentration | Medium | The fund's active selection may lead to sector biases that differ from the broader market. |
| Tracking/expense | Low | As an active fund, it does not track an index, meaning tracking error is not applicable. |
| Liquidity | Medium | Lower trading volumes for active ETFs can occasionally lead to wider spreads during stress. |
| Business/sector quality | Low | The management team explicitly screens for high-quality, sustainable dividend payers. |
Risk Analysis
Volatility
FDV generally exhibits moderate volatility, consistent with large-cap value-tilted equity portfolios.
Market Risk
The fund carries systematic equity risk; broad market sell-offs will impact its price regardless of dividend yields.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | U.S. Large-Cap Dividend Stocks | 95 | The fund invests primarily in established U.S. companies known for consistent dividend payments. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small portion of the fund is held in cash to manage liquidity and facilitate daily operations. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 23.13% | Avg. Invested days 69 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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