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Upturn AI SWOT - About
Fidelity Covington Trust - Fidelity Women\'s Leadership ETF (FDWM)
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Upturn Advisory Summary
08/14/2025: FDWM (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 18.57% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.08 | 52 Weeks Range 18.79 - 24.14 | Updated Date 06/29/2025 |
52 Weeks Range 18.79 - 24.14 | Updated Date 06/29/2025 |
Upturn AI SWOT
Fidelity Covington Trust - Fidelity Women's Leadership ETF
ETF Overview
Overview
The Fidelity Women's Leadership ETF (FDWM) is designed to invest in companies that prioritize and advance women in leadership positions, aiming for long-term capital appreciation. It focuses on companies with women in leadership roles, irrespective of sector.
Reputation and Reliability
Fidelity is a well-established and reputable financial services firm with a long history of managing investment products.
Management Expertise
Fidelity has a large and experienced team of investment professionals managing a wide range of ETFs and mutual funds.
Investment Objective
Goal
The ETF aims to reflect the performance of companies that demonstrate a commitment to women's leadership, seeking long-term capital growth.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index. It uses a proprietary methodology to select companies demonstrating a commitment to women's leadership.
Composition The ETF primarily holds stocks of large- and mid-cap U.S. companies identified as having strong women leadership.
Market Position
Market Share: FDWMu2019s market share in its sector is relatively small compared to broader market ETFs.
Total Net Assets (AUM): 84890000
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core S&P 500 ETF (IVV)
- Vanguard S&P 500 ETF (VOO)
- Impact Shares Affirmativly Rated ETF (WOMN)
- Direxion Daily S&P 500 Bull 3X Shares ETF (SPXL)
Competitive Landscape
The ETF market is dominated by large, broad-based index funds. FDWM differentiates itself through its focus on women's leadership, providing a socially conscious investment option. The advantages of FDWM are its specific investment mandate. The disadvantages are its focus compared to funds such as SPY, IVV, or VOO.
Financial Performance
Historical Performance: Historical performance data is available but past performance does not guarantee future results.
Benchmark Comparison: Comparing the ETF's performance to a broad market index like the S&P 500 provides context, but FDWM's unique focus makes a direct comparison less relevant.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, which can affect the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread is dependent on market conditions and trading volume, so it fluctuates.
Market Dynamics
Market Environment Factors
Interest rates, economic growth, and market sentiment impact performance. Investor preferences for socially responsible investing influence the ETF's demand.
Growth Trajectory
Growth depends on the increased investor interest in socially responsible investments and companies with women in leadership. No changes to strategy or holdings are expected in the short term.
Moat and Competitive Advantages
Competitive Edge
FDWM differentiates itself through its focused investment strategy on companies with strong representation of women in leadership roles. It appeals to investors who prioritize gender diversity and ESG (Environmental, Social, and Governance) factors in their investment decisions. Fidelity's established brand and distribution network provide an advantage. The unique investment mandate offers a niche in the socially responsible investing landscape.
Risk Analysis
Volatility
The ETF's volatility depends on the volatility of the underlying stocks.
Market Risk
The ETF is subject to general market risk, including economic downturns and sector-specific risks. Furthermore, the investment focus carries the risk that companies selected may not perform as expected.
Investor Profile
Ideal Investor Profile
The ideal investor is someone interested in socially responsible investing, particularly in companies promoting women's leadership. This includes individuals, institutions, or advisors looking for ESG-aligned investments.
Market Risk
The ETF is suitable for long-term investors seeking capital appreciation with a focus on socially responsible investment.
Summary
Fidelity Women's Leadership ETF invests in companies committed to women's leadership, offering a socially responsible investment option. It has moderate trading volume, which is expected to increase overtime. It's suitable for long-term investors aligned with ESG factors. Investors should consider the market dynamics, management team of Fidelity and risk analysis before investing in this ETF.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results.
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 Covington Trust - Fidelity Women's Leadership 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 equity securities of companies that prioritize and advance women"s leadership and development. Such companies include those that, at the time of initial purchase include a woman as a member of the senior management team, are governed by a board for which women represent at least one third of all directors or in the Adviser"s opinion, have adopted policies designed to attract, retain and promote women. The fund is non-diversified.
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.