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FBOT - ETF AI Analysis

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FBOT

Fidelity Disruptive Automation ETF (FBOT)

Rating:60Neutral
Price Target:
FBOT’s rating suggests it is a solid but not top-tier ETF, reflecting both strong leaders and some more mixed holdings in its disruptive automation theme. High-quality names like Alphabet (GOOG) and Keyence support the fund’s quality through strong financial performance, profitability, and strategic focus on AI and automation, while companies such as Axon and Deere introduce some drag due to high valuations, leverage, and profitability or cash flow concerns. The main risk factor is the fund’s focus on disruptive automation and AI-related businesses, which can mean higher valuations, sensitivity to technical pullbacks, and greater volatility if growth expectations are not met.
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)

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 essentially a bet on the global automation and AI boom, with industrial names doing much of the heavy lifting. Japanese robotics player THK Co has been a bright spot, rising steadily and giving the fund a strong international flavor alongside Siemens, which has been quietly supportive. Nvidia and Palantir add Big Tech AI sizzle, though their more mixed recent moves mean they’re not always full throttle. Teradyne has been lagging, occasionally acting like a speed bump. Overall, the ETF leans heavily into industrial automation with a global spread rather than pure U.S. tech.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Teradyne5.90%$13.04M$59.30B248.78%
71
Outperform
Deere4.85%$10.72M$167.59B20.18%
66
Neutral
Nvidia4.84%$10.69M$5.42T19.49%
76
Outperform
Axon Enterprise4.29%$9.48M$46.39B-27.16%
58
Neutral
Palantir Technologies3.42%$7.55M$413.36B-4.08%
74
Outperform
THK Co3.36%$7.41M¥805.88B57.38%
70
Neutral
Siemens3.21%$7.09M€213.28B22.18%
74
Outperform
Alphabet Class C2.91%$6.42M$4.33T76.48%
82
Outperform
Daifuku Co2.84%$6.27M¥2.33T35.72%
72
Outperform
Keyence2.81%$6.21M$129.63B44.08%
81
Outperform

FBOT Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
38.45
Positive
100DMA
37.72
Positive
200DMA
36.01
Positive
Market Momentum
MACD
0.63
Negative
RSI
63.96
Neutral
STOCH
90.33
Negative
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 38.16, equal to the 50-day MA of 38.45, and equal to the 200-day MA of 36.01, indicating a bullish trend. The MACD of 0.63 indicates Negative momentum. The RSI at 63.96 is Neutral, neither overbought nor oversold. The STOCH value of 90.33 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FBOT.

FBOT Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$222.66M0.50%
60
Neutral
$899.83M0.75%
57
Neutral
$607.26M1.00%
57
Neutral
$510.23M0.58%
63
Neutral
$442.31M0.39%
60
Neutral
$138.45M0.75%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FBOT
Fidelity Disruptive Automation ETF
40.52
8.98
28.47%
MGNR
American Beacon GLG Natural Resources ETF
AGIX
KraneShares Artificial Intelligence & Technology ETF
ALAI
Alger AI Enablers & Adopters ETF
CCNR
CoreCommodity Natural Resources ETF
AIFD
TCW Artificial Intelligence ETF
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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