Fidelity Low Volatility Factor ETF
FDLO
Market cap $1.24B

59.43 USD

-0.53

0.88%

At close Mar 13, 4:00 PM EDT

1 day

-0.88%

5 days

-3.27%

1 month

-5.47%

3 months

-4.81%

6 months

-1.93%

Year to date

-1.44%

1 year

6.52%

5 years

77.99%

10 years

136.77%

0

Funds holding %

of 7,372 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

38% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 37

5% more funds holding

Funds holding: 129 [Q3] → 136 (+7) [Q4]

5% more capital invested

Capital invested by funds: $939M [Q3] → $989M (+$50.5M) [Q4]

1.37% more ownership

Funds ownership: 74.03% [Q3] → 75.4% (+1.37%) [Q4]

40% less funds holding in top 10

Funds holding in top 10: 5 [Q3] → 3 (-2) [Q4]

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Research analyst outlook

We haven’t received any recent analyst ratings for FDLO.

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Financial journalist opinion

Zacks Investment Research

Market Turmoil Raises Appeal for Low-Volatility ETFs

Volatility intensifies due to Trump's tariff plans and signs of economic slowdown. These ETFs could be solid investment options in the current choppy market.

Market Turmoil Raises Appeal for Low-Volatility ETFs

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.

FDLO: Balancing Growth And Stability With Low Volatility

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.

5 ETFs For When Market Volatility Spikes

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.

Navigate Second Half Shocks and Volatility With FDLO

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.

FDLO: A Low-Volatility ETF With Favorable Risk-Reward

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.

Can Low Volatility ETFs Safeguard Gains?

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.

What You Don't Know About These Vanguard And Fidelity ETFs Can Hurt Your Alpha

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.

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.

FDLO: Simplicity, Cost, Performance Make This ETF A Buy

Low volatility allocation makes sense in an election year with an uncertain macro environment.

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