Fidelity Low Volatility Factor ETFFDLO
FDLO
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
400% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 5 (+4) [Q3]
350% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 6
23% more capital invested
Capital invested by funds: $757M [Q2] → $934M (+$177M) [Q3]
20% more funds holding
Funds holding: 107 [Q2] → 128 (+21) [Q3]
4.53% more ownership
Funds ownership: 69.13% [Q2] → 73.66% (+4.53%) [Q3]
8% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 39
Research analyst outlook
We haven’t received any recent analyst ratings for FDLO.
Financial journalist opinion
Positive
Seeking Alpha
2 weeks ago
FDLO: Balancing Growth And Stability With Low Volatility
FDLO invests in about 130 low volatility large-cap U.S. stocks, balancing return and volatility with a low expense ratio of 0.15%. The fund's overweight in technology stocks, including Apple, Microsoft, Alphabet, and Amazon improves its growth potential in the long run. FDLO offers better downside protection than the broader market, particularly during market corrections, due to its focus on low volatility and value stocks.
Neutral
ETF Trends
2 months ago
5 ETFs For When Market Volatility Spikes
Market volatility remains a fairly persistent aspect for investors to contend with in the back half of the year. With elevated short-term volatility risks in the fourth quarter, Fidelity offers five ETFs worth consideration, including a screen for lower volatility stocks.
Neutral
ETF Trends
3 months ago
Navigate Second Half Shocks and Volatility With FDLO
Election risk, recession risk, and more loom over second-half markets, creating the potential for heightened volatility. For those looking to dampen these potential effects within equities, the Fidelity Low Volatility Factor ETF (FDLO) may be one to consider.
Positive
Seeking Alpha
4 months ago
FDLO: A Low-Volatility ETF With Favorable Risk-Reward
FDLO's performance reflects an optimized portfolio with relatively low volatility compared to the broader stock market index. FDLO is a fund worth considering for the long run, as it balances exposure to higher-growth areas while limiting the risk associated with more volatile names and industries. FDLO's heavy allocation to the technology is perhaps the biggest risk for this fund at this moment, as investors seem to be unwinding bullish bets on market leaders.
Neutral
ETF Trends
4 months ago
Can Low Volatility ETFs Safeguard Gains?
Low volatility ETFs can be used to potentially safeguard gains and protect against market turbulence. Wall Street's popular measure of expected volatility in the stock market recorded its largest-ever intraday jump on Monday.
Negative
Seeking Alpha
5 months ago
What You Don't Know About These Vanguard And Fidelity ETFs Can Hurt Your Alpha
Vanguard offers factor-based ETFs that have shown outstanding performance compared to unmanaged, index-based comparison ETFs. Factor-based ETFs have now become mainstream investments, with a market share of over 20% globally. Assets under management for factor-based investments have grown significantly, leading many investors to include factor funds in their portfolios.
Negative
Seeking Alpha
7 months ago
FDLO: Low-Volatility ETF Beating Competitors
Fidelity Low Volatility Factor ETF is invested in 125 stocks with relatively low historical volatility of prices and earnings. Since its inception, the FDLO ETF has lagged the S&P 500 index, but outperformed other low-volatility ETFs. FDLO risk-adjusted returns compared to the benchmark are unconvincing, but its track record is too short to assess its long-term potential.
Positive
ETF Trends
7 months ago
3 Key Considerations That Set Fidelity's Factor ETFs Apart
Factor investing remains one of the most popular investing strategies this decade. Fidelity offers several factor-based equity ETFs that rely on its “three S” approach.
Positive
Seeking Alpha
10 months ago
FDLO: Simplicity, Cost, Performance Make This ETF A Buy
Low volatility allocation makes sense in an election year with an uncertain macro environment.
Positive
ETF Trends
11 months ago
How Fidelity Investments' Factor ETFs Seek to Outperform Peers
Factor ETFs hit the ETF market over the last decade, offering a way to seek outperformance and/or manage risk better than broader indexes by targeting stocks that display specific traits or characteristics. In an ever-growing ETF ecosystem, factor strategies could potentially play a significant role for investors shifting their portfolios towards ETFs.
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