FBOT - ETF AI Analysis
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Fidelity Disruptive Automation ETF (FBOT)
Rating:60Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Results
The fund has delivered strong gains so far this year, showing that its automation theme has recently been rewarded by the market.
Leading Holdings with Strong Performance
Several of the largest positions, such as Teradyne, Deere, Nvidia, and THK Co, have shown strong performance, helping drive the ETF’s overall returns.
Global and Sector Diversification
Exposure across multiple countries and a mix of industrial and technology stocks helps spread risk across different markets and industries.
Negative Factors
Moderate Expense Ratio
The fund’s expense ratio is not especially low, meaning investors give up a noticeable portion of returns each year in fees compared with cheaper ETFs.
Recent Short-Term Weakness
The ETF has shown weak performance over the past month and has been roughly flat over the last three months, which may signal near-term volatility or cooling momentum.
Concentration in a Few Names and Sectors
A meaningful share of assets is tied up in a small group of industrial and technology companies, so setbacks in these holdings or sectors could have an outsized impact on the fund.
FBOT vs. SPDR S&P 500 ETF (SPY)
AUM205.20M
RegionGlobal
Expense Ratio0.50%
Beta1.27
IssuerFidelity
Inception DateJun 12, 2023
Dividend Yield0.63%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume14,858
30 Day Avg. Volume22,063
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
45.30Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering44
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FBOT Summary
The Fidelity Disruptive Automation ETF (FBOT) is a fund that focuses on companies using robotics and artificial intelligence to automate work. It doesn’t track a traditional index, but instead follows a theme of “disruptive automation,” holding firms from the U.S., Japan, and other countries in industries like industrials and technology. Well-known names inside the fund include Nvidia and Alphabet (Google). Someone might invest for long-term growth and to add exposure to future-focused technology. A key risk is that it’s heavily tied to automation and tech, so its price can rise and fall more than the overall market.
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 boom, with industrial automation names like Teradyne and Daifuku doing much of the heavy lifting as their shares keep rising on strong demand for factory and warehouse tech. Japanese automation leaders such as THK and SMC are also pulling their weight, giving the fund a distinctly global, Asia-heavy flavor. On the tech side, Nvidia and Alphabet remain key AI engines, though their recent trading has been choppier, while Axon has been more of a weak link, losing steam and slightly dragging on overall performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Teradyne | 5.68% | $11.48M | $58.55B | 297.14% | 71 Outperform | |
| Deere | 5.01% | $10.11M | $158.42B | 17.89% | 66 Neutral | |
| Nvidia | 4.80% | $9.71M | $5.02T | 24.17% | 76 Outperform | |
| Axon Enterprise | 4.33% | $8.76M | $41.20B | -30.31% | 58 Neutral | |
| THK Co | 3.32% | $6.71M | ¥767.90B | 52.93% | 70 Neutral | |
| Siemens | 3.28% | $6.64M | €206.15B | 18.79% | 74 Outperform | |
| Alphabet Class C | 3.16% | $6.38M | $4.22T | 78.53% | 82 Outperform | |
| Daifuku Co | 3.03% | $6.12M | ¥2.41T | 42.24% | 72 Outperform | |
| Palantir Technologies | 2.93% | $5.92M | $318.03B | -19.44% | 74 Outperform | |
| Keyence | 2.48% | $5.01M | $107.03B | 11.28% | 81 Outperform |
FBOT Technical Analysis
Negative
―
Price Trends
38.69
Negative
37.22
Negative
35.59
Positive
Market Momentum
-0.43
Positive
41.83
Neutral
27.92
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FBOT, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 38.15, equal to the 50-day MA of 38.69, and equal to the 200-day MA of 35.59, indicating a neutral trend. The MACD of -0.43 indicates Positive momentum. The RSI at 41.83 is Neutral, neither overbought nor oversold. The STOCH value of 27.92 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for FBOT.
FBOT Peer Comparison
Comparison Results
Performance Comparison
FBOT
Fidelity Disruptive Automation ETF
37.08
5.70
18.16%
AGIX
KraneShares Artificial Intelligence & Technology ETF
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ALAI
Alger AI Enablers & Adopters ETF
―
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CCNR
CoreCommodity Natural Resources ETF
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―
―
BITQ
Bitwise Crypto Industry Innovators ETF
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―
―
AIFD
TCW Artificial Intelligence 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.
DisclaimerThis 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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