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FBUF - AI Analysis
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Fidelity Dynamic Buffered Equity ETF (FBUF)
Rating:74Outperform
Price Target:
$34.00
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, such as Nvidia, Broadcom, and Microsoft, have shown strong year-to-date performance, boosting overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including technology, financials, and healthcare, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The ETF has delivered solid year-to-date returns, indicating strong momentum in its portfolio.
Negative Factors
High Technology Concentration
Over 35% of the ETF's portfolio is allocated to technology, making it vulnerable to downturns in this sector.
Limited Geographic Exposure
With nearly 96% of its holdings in U.S.-based companies, the ETF lacks diversification across global markets.
Moderate Expense Ratio
The ETF's expense ratio is higher than some low-cost alternatives, which could slightly reduce net returns over time.
FBUF vs. SPDR S&P 500 ETF (SPY)
AUM12.09M
RegionGlobal
Expense Ratio0.48%
Beta0.57
IssuerFidelity
Inception DateApr 09, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,903
30 Day Avg. Volume2,358
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
34.00Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering150
FBUF Summary
The Fidelity Dynamic Buffered Equity ETF (FBUF) is a fund that invests in large-cap companies, primarily in the U.S., with a focus on managing risk during market downturns. It includes well-known companies like Nvidia and Apple, making it a great option for investors seeking growth from established businesses. FBUF is designed to provide a 'buffer' against big market drops, which can help reduce volatility and offer some peace of mind. However, since it heavily invests in technology stocks, its performance can be impacted by changes in the tech sector or broader market trends.
How much will it cost me?The Fidelity Dynamic Buffered Equity ETF (FBUF) has an expense ratio of 0.48%, which means you’ll pay $4.80 per year for every $1,000 invested. This is higher than average for ETFs because it’s actively managed and uses a unique buffered strategy to reduce downside risk. The higher cost reflects the specialized approach and management involved.
What would affect this ETF?The Fidelity Dynamic Buffered Equity ETF (FBUF) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia, Apple, and Microsoft. However, potential risks include rising interest rates or economic slowdowns, which could negatively impact large-cap stocks and sectors like consumer cyclical and financials. Global market volatility or regulatory changes affecting major tech firms could also pose challenges for this ETF.
FBUF Top 10 Holdings
The Fidelity Dynamic Buffered Equity ETF leans heavily into technology, with giants like Nvidia and Apple driving much of its performance. Nvidia’s rise has been fueled by its dominance in AI chips, while Apple’s steady growth reflects its global expansion and product innovation. Microsoft adds stability with its strong cloud and AI services, though its premium valuation warrants caution. On the flip side, Amazon’s recent struggles with AWS margins and supply chain issues have held it back. With a global focus and a tech-heavy tilt, this fund is riding the wave of innovation but faces sector-specific risks.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.42% | $1.02M | $4.89T | 42.32% | 85 Outperform | |
| Apple | 7.08% | $861.27K | $3.99T | 15.12% | 78 Outperform | |
| Microsoft | 6.15% | $748.38K | $4.03T | 25.49% | 83 Outperform | |
| Amazon | 4.10% | $498.20K | $2.44T | 20.13% | 77 Outperform | |
| Broadcom | 3.45% | $419.25K | $1.76T | 108.08% | 79 Outperform | |
| Meta Platforms | 3.08% | $374.66K | $1.89T | 26.66% | 82 Outperform | |
| Alphabet Class A | 2.65% | $322.05K | $3.24T | 57.63% | 82 Outperform | |
| Alphabet Class C | 2.54% | $308.53K | $3.24T | 60.35% | 83 Outperform | |
| Tesla | 2.11% | $256.97K | $1.53T | 77.46% | 73 Outperform | |
| Berkshire Hathaway B | 2.03% | $246.96K | $1.04T | 5.90% | 69 Neutral |
FBUF Technical Analysis
Positive
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Price Trends
29.63
Positive
28.87
Positive
27.82
Positive
Market Momentum
0.19
Negative
68.01
Neutral
97.64
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FBUF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 29.98, equal to the 50-day MA of 29.63, and equal to the 200-day MA of 27.82, indicating a bullish trend. The MACD of 0.19 indicates Negative momentum. The RSI at 68.01 is Neutral, neither overbought nor oversold. The STOCH value of 97.64 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FBUF.
FBUF Peer Comparison
Comparison Results
Performance Comparison
FBUF
Fidelity Dynamic Buffered Equity ETF
30.48
3.81
14.29%
RCGE
RockCreek Global Equality ETF
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FYEE
Fidelity Yield Enhanced Equity ETF
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GPT
Intelligent Alpha Atlas ETF
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BLCR
BlackRock Large Cap Core ETF
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JDIV
JPMorgan Dividend Leaders 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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