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FBOT - ETF AI Analysis
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Fidelity Disruptive Automation ETF (FBOT)
Rating:61Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Leading Automation and Tech Holdings
Several of the largest positions, such as Teradyne, Deere, Siemens, Axon, Daifuku, SMC, and Emerson, have delivered strong year-to-date results, helping support the fund’s overall performance.
Global Diversification
Holdings spread across the U.S., Japan, and several European and other markets help reduce reliance on any single country’s economy.
Negative Factors
High Sector Concentration
A large share of the portfolio is in industrials and technology, which can make the ETF more sensitive to downturns in these specific areas.
Notable Underperforming Top Holdings
Some key positions, including Nvidia and Palantir, have shown weak year-to-date performance, which can drag on the fund if the trend continues.
Moderate Expense Ratio
The fund’s expense ratio is not especially low, meaning fees may take a more noticeable bite out of returns compared with cheaper index ETFs.
FBOT vs. SPDR S&P 500 ETF (SPY)
AUM193.18M
RegionGlobal
Expense Ratio0.50%
Beta1.23
IssuerFidelity
Inception DateJun 12, 2023
Dividend Yield0.73%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume22,096
30 Day Avg. Volume25,006
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
41.22Price Target Upside― Downside
Rating ConsensusHold
Number of Analyst Covering43
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FBOT Summary
The Fidelity Disruptive Automation ETF (FBOT) is a theme-based fund that invests in companies leading the way in robotics and artificial intelligence, rather than tracking a traditional index. It holds firms from around the world, mainly in industrials and technology, including well-known names like Nvidia, Alphabet (Google), and Deere. Someone might invest in FBOT to seek long-term growth from the rising use of robots and smart automation across factories, farms, and services, while also getting global diversification. A key risk is that it’s heavily focused on automation and tech, so its price can swing a lot and may fall if this theme goes out of favor.
How much will it cost me?The Fidelity Disruptive Automation ETF (FBOT) has an expense ratio of 0.50%, meaning you’ll pay $5 per year for every $1,000 invested. This is slightly higher than average because it is actively managed, focusing on a specific niche like robotics and AI, which requires more research and expertise compared to passively managed ETFs that track broad indexes.
What would affect this ETF?FBOT's focus on robotics and AI positions it to benefit from growing global demand for automation and technological innovation, particularly in sectors like technology and industrials. Positive drivers include increased adoption of AI across industries and government support for automation technologies, while potential risks include regulatory changes, economic slowdowns, or reduced corporate spending on tech advancements. The ETF's global exposure and holdings in companies like Nvidia and Alphabet provide diversification but may also face challenges from geopolitical tensions or competition in the tech sector.
FBOT Top 10 Holdings
FBOT is leaning hard into the robotics and AI supply chain, with industrial automation names like Teradyne and Deere doing much of the heavy lifting as their shares keep rising on solid fundamentals and tech upgrades. Nvidia, the marquee AI chip play, has cooled off a bit, more steady than soaring, but still anchors the fund’s automation story. Japanese automation specialists like Daifuku and SMC are quietly climbing, while Palantir is dragging the fund with more mixed, recently lagging performance. Overall, it’s a globally diversified, but thematically concentrated, bet on automation.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Teradyne | 6.74% | $13.00M | $51.01B | 208.03% | 71 Outperform | |
| Deere | 5.33% | $10.28M | $170.41B | 35.43% | 66 Neutral | |
| Nvidia | 4.15% | $8.00M | $4.43T | 59.98% | 76 Outperform | |
| Daifuku Co | 3.25% | $6.26M | ¥2.37T | 48.75% | 72 Outperform | |
| Siemens | 3.14% | $6.06M | €185.86B | 5.83% | 74 Outperform | |
| THK Co | 2.88% | $5.55M | ¥624.74B | 39.47% | 70 Neutral | |
| SMC (OR) | 2.80% | $5.39M | ¥4.69T | 32.02% | 72 Outperform | |
| Axon Enterprise | 2.78% | $5.37M | $45.99B | 8.80% | 58 Neutral | |
| Alphabet Class C | 2.77% | $5.35M | $3.71T | 81.64% | 82 Outperform | |
| Sandvik AB | 2.65% | $5.10M | kr491.97B | 68.14% | 70 Outperform |
FBOT Technical Analysis
Positive
―
Price Trends
35.28
Positive
34.07
Positive
32.36
Positive
Market Momentum
0.52
Negative
60.29
Neutral
77.31
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FBOT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 36.30, equal to the 50-day MA of 35.28, and equal to the 200-day MA of 32.36, indicating a bullish trend. The MACD of 0.52 indicates Negative momentum. The RSI at 60.29 is Neutral, neither overbought nor oversold. The STOCH value of 77.31 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FBOT.
FBOT Peer Comparison
Comparison Results
Performance Comparison
FBOT
Fidelity Disruptive Automation ETF
37.00
9.70
35.53%
ARKF
ARK Fintech Innovation ETF
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―
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BKGI
BNY Mellon Global Infrastructure Income ETF
―
―
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MGNR
American Beacon GLG Natural Resources ETF
―
―
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ALAI
Alger AI Enablers & Adopters ETF
―
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AGIX
KraneShares Artificial Intelligence & Technology ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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