FBOT - ETF AI Analysis
Top Page
Fidelity Disruptive Automation ETF (FBOT)
Rating:61Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the past month, indicating positive recent momentum.
Leading Automation and Tech Holdings
Several of the largest positions, including major industrial and technology names, have delivered strong year-to-date results that support the fund’s returns.
Global Diversification
Holdings spread across the U.S., Japan, and several European markets help reduce the impact of weakness in any single country.
Negative Factors
Moderately High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can gradually reduce net returns over time.
Concentration in Industrials and Technology
A large share of assets in industrial and technology companies makes the ETF more sensitive to downturns in these sectors.
Underperforming Key Holdings
Some notable positions, such as Axon Enterprise and Palantir, have shown weak year-to-date performance, which can drag on overall fund results.
FBOT vs. SPDR S&P 500 ETF (SPY)
AUM205.72M
RegionGlobal
Expense Ratio0.50%
Beta1.25
IssuerFidelity
Inception DateJun 12, 2023
Dividend Yield0.61%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume30,659
30 Day Avg. Volume20,545
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
44.04Price 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 fund that focuses on companies involved in robotics and artificial intelligence, rather than tracking a traditional market index. It invests in businesses that build smart machines, factory robots, and AI tools used in areas like manufacturing, farming, and data analysis. Well-known holdings include Nvidia and Alphabet (Google’s parent company). Someone might invest in FBOT if they want growth potential from long-term trends in automation and AI, plus global diversification. A key risk is that it’s heavily focused on tech and automation, so its price can swing a lot and may drop sharply if this theme falls 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 story, with industrial automation names like Teradyne and Japan’s Daifuku and THK doing much of the heavy lifting as their shares keep rising. Nvidia and Alphabet add a powerful Big Tech AI engine, though their momentum looks a bit more measured lately. On the flip side, Axon and Palantir have been lagging, acting as a small drag on the fund’s otherwise upbeat tone. Overall, it’s a globally diversified but thematically concentrated bet on automation and AI infrastructure.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Teradyne | 5.76% | $12.15M | $52.89B | 294.07% | 71 Outperform | |
| Nvidia | 4.79% | $10.10M | $5.48T | 63.99% | 76 Outperform | |
| Deere | 4.64% | $9.79M | $151.75B | 6.54% | 66 Neutral | |
| Daifuku Co | 3.52% | $7.42M | ¥2.72T | 63.44% | 72 Outperform | |
| THK Co | 3.27% | $6.90M | ¥848.22B | 26.10% | 70 Neutral | |
| Alphabet Class C | 3.21% | $6.77M | $4.79T | 134.18% | 82 Outperform | |
| Siemens | 3.17% | $6.68M | €197.88B | 18.23% | 74 Outperform | |
| Axon Enterprise | 2.99% | $6.31M | $31.59B | -46.20% | 58 Neutral | |
| SMC (OR) | 2.82% | $5.95M | ¥4.25T | 8.80% | 72 Outperform | |
| Keyence | 2.75% | $5.81M | $117.74B | 12.34% | 81 Outperform |
FBOT Technical Analysis
Positive
―
Price Trends
36.14
Positive
35.80
Positive
34.09
Positive
Market Momentum
0.87
Positive
53.66
Neutral
49.11
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 38.49, equal to the 50-day MA of 36.14, and equal to the 200-day MA of 34.09, indicating a neutral trend. The MACD of 0.87 indicates Positive momentum. The RSI at 53.66 is Neutral, neither overbought nor oversold. The STOCH value of 49.11 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
38.11
9.56
33.49%
MGNR
American Beacon GLG Natural Resources ETF
―
―
―
AGIX
KraneShares Artificial Intelligence & Technology ETF
―
―
―
BITQ
Bitwise Crypto Industry Innovators ETF
―
―
―
ALAI
Alger AI Enablers & Adopters 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: ―
Table of Contents