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

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Upturn Advisory Summary
10/24/2025: FTRB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 9.47% | Avg. Invested days 78 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.67 - 25.41 | Updated Date 06/30/2025 |
52 Weeks Range 23.67 - 25.41 | Updated Date 06/30/2025 |
Upturn AI SWOT
Federated Hermes ETF Trust
ETF Overview
Overview
Federated Hermes ETF Trust is a US ETF provider offering a range of actively managed and passively managed ETFs across various asset classes and investment strategies, aiming to provide investors with diversified exposure and potential for long-term growth.
Reputation and Reliability
Federated Hermes is a well-established asset management firm with a long track record in the investment industry.
Management Expertise
The management team consists of experienced professionals with expertise in portfolio management, research, and trading across different asset classes.
Investment Objective
Goal
The primary investment goal of Federated Hermes ETF Trust is to provide investors with diversified investment solutions and the potential for long-term growth through a variety of ETF offerings.
Investment Approach and Strategy
Strategy: The Federated Hermes ETF Trust ETFs vary by their specific strategies. Some may track an index, while others are actively managed.
Composition The assets held by the ETFs within the trust vary depending on the investment objective and strategy of each individual fund, ranging from stocks and bonds to commodities and other asset classes.
Market Position
Market Share: Market share varies by individual ETF within the Federated Hermes ETF Trust.
Total Net Assets (AUM): AUM varies by individual ETF within the Federated Hermes ETF Trust.
Competitors
Key Competitors
- IVV
- SPY
- VTI
- QQQ
- AGG
- IWM
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering a wide range of investment solutions. Federated Hermes ETF Trust faces competition from both large, established players and smaller, niche providers. Advantages may include active management expertise or specialized strategies, while disadvantages could be lower brand recognition or higher expense ratios compared to some competitors.
Financial Performance
Historical Performance: Historical performance varies by individual ETF within the Federated Hermes ETF Trust and depends on the specific investment strategy and market conditions.
Benchmark Comparison: Benchmark comparison varies by individual ETF within the Federated Hermes ETF Trust and depends on the benchmark index used for each ETF.
Expense Ratio: Expense ratios vary by individual ETF within the Federated Hermes ETF Trust.
Liquidity
Average Trading Volume
Average trading volume varies by individual ETF within the Federated Hermes ETF Trust and some have very low trading volume.
Bid-Ask Spread
The bid-ask spread depends on the individual ETF and its trading volume, which can be quite wide for ETFs with low average volume.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, interest rates, and overall market sentiment all influence Federated Hermes ETF Trust's performance, particularly given the range of ETF products offered.
Growth Trajectory
Growth trends depend on the adoption of ETFs in general, as well as the success of Federated Hermes ETF Trust in launching and managing innovative or popular ETF products. The changes will depend on the investor's need and trends.
Moat and Competitive Advantages
Competitive Edge
Federated Hermes ETF Trust leverages its established brand and asset management expertise to offer a diverse range of ETF products. Their active management strategies may provide an edge in certain market environments. Federated Hermes focuses on delivering both core building block ETFs and more specialized or thematic investment options. A strong distribution network and client relationships further strengthen their competitive position. Focus on certain niche market could set them apart from their competitors.
Risk Analysis
Volatility
Volatility depends on the underlying assets and investment strategy of each individual ETF within the Federated Hermes ETF Trust.
Market Risk
Specific market risks depend on the underlying assets and investment strategy of each individual ETF within the Federated Hermes ETF Trust, including equity market risk, interest rate risk, credit risk, and commodity price risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF within the Federated Hermes ETF Trust, but generally targets investors seeking diversified investment solutions and the potential for long-term growth.
Market Risk
Suitability varies depending on the specific ETF, catering to both long-term investors seeking passive index exposure and active traders looking for specific investment strategies.
Summary
Federated Hermes ETF Trust offers a range of ETFs, both actively and passively managed, catering to various investment objectives and risk tolerances. The trust leverages Federated Hermes' established reputation and asset management expertise. Performance varies significantly depending on the specific ETF and market conditions. Investors should carefully evaluate the investment objectives, risks, and expenses of each ETF before investing. The ETFs cater to both the passive investors and investors who are seeking active return.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Filings
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share is approximate and may vary depending on the source and methodology used.
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 pursues its investment objective by investing primarily in U.S. dollar denominated, investment-grade, fixed-income securities. In addition, the fund may invest in high-yield, non-U.S. dollar denominated, and emerging market fixed-income securities when Federated Investment Management Company considers the risk-return prospects of those sectors to be attractive. The fund may invest up to 25% of its total assets in noninvestment-grade debt securities.

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