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Federated Hermes ETF Trust (FTRB)



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Upturn Advisory Summary
08/14/2025: FTRB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 6.6% | Avg. Invested days 62 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 encompasses a suite of ETFs designed to provide investors with targeted exposure to various market segments, often with a focus on active management or specific investment themes. The asset allocation is dependent on the specific ETF within the trust, ranging from equities to fixed income. Investment strategies vary but often incorporate fundamental research and risk management.
Reputation and Reliability
Federated Hermes is a well-established asset management firm with a long history in the financial industry. They are generally regarded as a reputable and reliable issuer.
Management Expertise
Federated Hermes has a team of experienced investment professionals managing the ETF Trust. They possess considerable expertise in active portfolio management and thematic investing.
Investment Objective
Goal
The investment goal varies by ETF within the Federated Hermes ETF Trust. Each ETF aims to achieve specific objectives, such as income generation, capital appreciation, or targeted exposure to a particular sector or investment style.
Investment Approach and Strategy
Strategy: The ETFs within the trust employ various strategies, including active management, factor-based investing, and thematic approaches. Some ETFs may track specific indices, while others are actively managed.
Composition The assets held within the ETFs vary depending on the specific ETF's objectives. They may include stocks, bonds, commodities, or a combination of these asset classes.
Market Position
Market Share: Data unavailable to generate detail market share.
Total Net Assets (AUM): Data unavailable to generate the total net assets.
Competitors
Key Competitors
- IVV
- SPY
- VOO
- IWM
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering similar investment products. Federated Hermes ETF Trust faces competition from both passively managed index funds and actively managed ETFs. Advantages may include unique investment strategies or superior management, while disadvantages may include higher expense ratios compared to passive funds. Limited availability of comprehensive data for individual Federated Hermes ETFs hinders a detailed competitive analysis.
Financial Performance
Historical Performance: Data unavailable to generate historical performance data.
Benchmark Comparison: Data unavailable to generate benchmark comparison data.
Expense Ratio: Data unavailable to generate expense ratio data.
Liquidity
Average Trading Volume
Data unavailable to generate average trading volume data.
Bid-Ask Spread
Data unavailable to generate bid-ask spread data.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions all influence the performance of Federated Hermes ETFs. The specific impact depends on the ETF's investment strategy and asset allocation.
Growth Trajectory
Growth trends and patterns vary depending on the specific ETF within the Federated Hermes ETF Trust. Changes in strategy and holdings are actively managed and dependent on market conditions and investment objectives.
Moat and Competitive Advantages
Competitive Edge
Federated Hermes ETF Trust potentially benefits from its active management capabilities, allowing it to adapt to changing market conditions. Its focus on specific investment themes or sectors may offer investors targeted exposure. Superior fundamental research and risk management strategies could contribute to outperformance. The brand reputation of Federated Hermes may attract investors seeking a trusted provider. The trust can offer niche market focus.
Risk Analysis
Volatility
Volatility depends on the specific ETF and its underlying assets. Equity-focused ETFs will likely exhibit higher volatility than fixed-income ETFs.
Market Risk
Market risk is inherent in any investment, and Federated Hermes ETFs are subject to market fluctuations. Specific risks are associated with the underlying assets, such as sector-specific risks for sector ETFs or credit risk for bond ETFs.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific Federated Hermes ETF. Some ETFs may be suitable for long-term investors seeking income or capital appreciation, while others may be appropriate for active traders looking for short-term opportunities.
Market Risk
The suitability of Federated Hermes ETFs depends on individual investment goals, risk tolerance, and time horizon. Actively managed ETFs may appeal to investors who believe in the potential for outperformance, while others may prefer passive index funds.
Summary
Federated Hermes ETF Trust encompasses a range of ETFs with diverse investment objectives and strategies. The ETFs often focus on active management or specific investment themes. Investment goals vary by ETF, targeting income generation, capital appreciation, or targeted sector exposure. Investors should carefully consider the specific ETF's objectives, risk profile, and expense ratio before investing. Due to the absence of specific ETF data, a comprehensive analysis is challenging.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Federated Hermes Website
- ETF.com
- Investopedia
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Data availability limitations impact the accuracy of this report. Market share data is based on generalized competitor estimations.
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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