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Upturn AI SWOT - About
Federated Hermes ETF Trust (FHYS)

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Upturn Advisory Summary
10/24/2025: FHYS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 15.35% | Avg. Invested days 99 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta 0.38 | 52 Weeks Range 21.63 - 24.52 | Updated Date 06/29/2025 |
52 Weeks Range 21.63 - 24.52 | Updated Date 06/29/2025 |
Upturn AI SWOT
Federated Hermes ETF Trust
ETF Overview
Overview
Federated Hermes offers a suite of ETFs across various asset classes and strategies, typically focusing on active management and specific investment themes.
Reputation and Reliability
Federated Hermes has a long-standing reputation as a reliable asset manager with a history of delivering investment solutions.
Management Expertise
The management team possesses significant experience in active portfolio management and specialized investment strategies.
Investment Objective
Goal
The primary investment goal varies depending on the specific Federated Hermes ETF, but generally aims for capital appreciation or income generation relative to a benchmark.
Investment Approach and Strategy
Strategy: Federated Hermes ETFs often employ active management strategies to outperform specific indices or sectors.
Composition The ETF's composition includes a mix of assets such as stocks, bonds, or other securities, depending on the fund's investment mandate.
Market Position
Market Share: Varies significantly by individual ETF within the Federated Hermes ETF Trust; some have niche positions while others compete in broader market segments.
Total Net Assets (AUM): Varies significantly by individual ETF within the Federated Hermes ETF Trust. Data needs to be collected at individual ETF level.
Competitors
Key Competitors
- IVV
- SPY
- VOO
- QQQ
- IWM
Competitive Landscape
The ETF industry is highly competitive, with many established players. Federated Hermes differentiates itself through active management and specialized strategies, but faces competition from low-cost index funds. Federated Hermes' competitive edge lies in active security selection and sector expertise. Disadvantages include higher expense ratios compared to passive ETFs.
Financial Performance
Historical Performance: Historical performance data varies significantly by individual ETF within the Federated Hermes ETF Trust. Data needs to be collected at individual ETF level.
Benchmark Comparison: Benchmark comparison varies significantly by individual ETF within the Federated Hermes ETF Trust. Data needs to be collected at individual ETF level.
Expense Ratio: Expense ratios vary significantly by individual ETF within the Federated Hermes ETF Trust, with actively managed ETFs typically having higher ratios than passive ETFs. Data needs to be collected at individual ETF level.
Liquidity
Average Trading Volume
Average trading volume depends on the specific ETF; some funds have high liquidity, while others are less frequently traded.
Bid-Ask Spread
Bid-ask spreads are generally competitive, but can widen during periods of market volatility or for less liquid ETFs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and market sentiment all influence the performance of Federated Hermes ETFs, depending on their specific holdings and strategies.
Growth Trajectory
Growth trajectory depends on the specific ETF's strategy, market conditions, and investor demand for its particular focus.
Moat and Competitive Advantages
Competitive Edge
Federated Hermes offers unique active management strategies designed to outperform benchmarks. Their competitive advantage stems from expertise in specific sectors, such as fixed income and alternative investments. Federated Hermes leverages its research capabilities and experienced portfolio managers to generate alpha. This specialized approach aims to provide differentiated returns in a competitive ETF landscape. Federated Hermes' strength lies in delivering targeted solutions for investors seeking actively managed exposure.
Risk Analysis
Volatility
Volatility depends on the specific ETF's underlying assets and investment strategy. Some Federated Hermes ETFs may exhibit higher volatility due to their active management or exposure to specific sectors.
Market Risk
Market risk is inherent in all Federated Hermes ETFs, particularly those that invest in equities or fixed income securities. Changes in market conditions, interest rates, or economic factors can impact fund performance.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies by ETF. Generally, investors seeking actively managed strategies, specific sector exposure, or income-generating solutions may find Federated Hermes ETFs suitable.
Market Risk
Some Federated Hermes ETFs may be suitable for long-term investors, while others are more appropriate for active traders seeking tactical opportunities.
Summary
Federated Hermes offers a range of actively managed ETFs targeting specific investment objectives and market segments. The success of each ETF hinges on the manager's ability to outperform its benchmark and control risk. Investors must consider each fund's expense ratio, liquidity, and volatility when evaluating its suitability. Federated Hermes aims to provide differentiated investment solutions for investors seeking alpha beyond traditional passive strategies. Their expertise in active management and specialized sectors sets them apart in the competitive ETF market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Federated Hermes ETF Trust website
- ETF.com
- Morningstar
- Bloomberg
- Company Filings
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and fund performance are subject to change. Consult with a financial advisor before making any investment decisions.
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 Federated Hermes ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in a diversified portfolio of U.S. dollar-denominated high-yield fixed income instruments. The adviser selects instruments, including securities, that the adviser believes have attractive risk-return characteristics. The fund will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in investments rated below investment-grade.

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.
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