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FHYS
Upturn stock rating

Federated Hermes ETF Trust (FHYS)

Upturn stock rating
$23.34
Last Close (24-hour delay)
Profit since last BUY4.62%
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Consider higher Upturn Star rating
BUY since 117 days
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Upturn Advisory Summary

10/24/2025: FHYS (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 15.35%
Avg. Invested days 99
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/24/2025

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

ai summary icon Upturn AI SWOT

Federated Hermes ETF Trust

stock logo

ETF Overview

overview logo Overview

Federated Hermes offers a suite of ETFs across various asset classes and strategies, typically focusing on active management and specific investment themes.

reliability logo Reputation and Reliability

Federated Hermes has a long-standing reputation as a reliable asset manager with a history of delivering investment solutions.

reliability logo Management Expertise

The management team possesses significant experience in active portfolio management and specialized investment strategies.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization 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.