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FTRB
Upturn stock ratingUpturn stock rating

Federated Hermes ETF Trust (FTRB)

Upturn stock ratingUpturn stock rating
$25.22
Last Close (24-hour delay)
Profit since last BUY1.94%
upturn advisory
Consider higher Upturn Star rating
BUY since 43 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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Upturn Advisory Summary

08/14/2025: FTRB (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 6.6%
Avg. Invested days 62
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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Federated Hermes ETF Trust

stock logo

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo 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

overview logo 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

overview logo 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.

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

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

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

Upturn AI SummarizationUpturn 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 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.