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FDRV - ETF AI Analysis

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FDRV

Fidelity Electric Vehicles and Future Transportation ETF (FDRV)

Rating:59Neutral
Price Target:
FDRV, the Fidelity Electric Vehicles and Future Transportation ETF, has a middling overall rating because its strong core holdings are partly offset by weaker names. Higher-quality positions like Tesla, Uber, NXP Semiconductors, and Contemporary Amperex support the fund with solid financial performance and growth potential in key EV and semiconductor areas, but holdings such as XPeng and NIO face profitability, valuation, and technical challenges that drag on the fund’s quality. Investors should also note the fund’s concentration in the electric vehicle and related technology space, which increases sector-specific risk.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the past few months, indicating positive momentum in its theme.
Leading EV and Chip Makers in Top Holdings
Several of the largest positions, including major battery and semiconductor companies, have delivered strong results, helping drive the fund’s returns.
Global Diversification Within the EV Theme
Holdings spread across the U.S., Hong Kong, Japan, and Europe reduce reliance on any single country’s electric vehicle market.
Negative Factors
High Concentration in a Narrow Theme
The fund focuses heavily on electric vehicles and related technology, which can make it more volatile and sensitive to shifts in this single industry.
Mixed Performance Among Top Holdings
Several major positions, including well-known EV and mobility names, have shown weak or negative performance, which can drag on overall returns.
Above-Average Expense Ratio for a Thematic ETF
The fund’s fee is on the higher side compared with many broad market ETFs, meaning more of the return is used to cover costs.

FDRV vs. SPDR S&P 500 ETF (SPY)

FDRV Summary

The Fidelity Electric Vehicles and Future Transportation ETF (FDRV) tracks the Fidelity Electric Vehicles and Future Transportation Index, focusing on companies tied to electric cars and new ways of getting around. It holds well-known names like Tesla and Uber, plus battery makers and chip companies that power EVs and self-driving features. Someone might invest in this ETF to bet on the long-term growth of cleaner, smarter transportation while spreading money across many related companies instead of picking just one stock. A key risk is that it is heavily tied to the electric vehicle and tech sectors, which can be very volatile and go up and down sharply.
How much will it cost me?The Fidelity Electric Vehicles and Future Transportation ETF (FDRV) has an expense ratio of 0.4%, which means you’ll pay $4 per year for every $1,000 you invest. This is slightly higher than the average for passively managed ETFs because it focuses on a specialized sector, requiring more research and management to track the electric vehicle and future transportation industry.
What would affect this ETF?The Fidelity Electric Vehicles and Future Transportation ETF (FDRV) could benefit from the global push toward sustainability, government incentives for electric vehicles (EVs), and advancements in EV technology, which support the growth of its top holdings like Tesla and BYD. However, potential risks include rising interest rates, which can increase borrowing costs for companies in the EV sector, and supply chain disruptions, particularly in critical components like semiconductors and batteries, which could impact key holdings such as Infineon Technologies and NXP Semiconductors.

FDRV Top 10 Holdings

FDRV is riding the global EV and chip wave, with Chinese battery giant CATL and automaker BYD helping to power recent gains. On the tech side, semiconductor names like Infineon and Renesas have been rising, giving the fund a solid boost from the brains behind future cars. But some of the big EV brands are losing steam: Tesla looks sluggish, while Rivian and XPeng are still dragging performance. With a heavy tilt toward consumer and tech names across Asia, Europe, and the U.S., this ETF is a focused bet on the future of transportation.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Contemporary Amperex Technology Co., Limited Class H5.18%$1.41MHK$2.37T
68
Neutral
Infineon Technologies AG5.01%$1.36M€70.47B92.23%
67
Neutral
Renesas Electronics4.59%$1.25M¥5.58T52.68%
64
Neutral
NXP Semiconductors4.49%$1.22M$61.67B20.70%
70
Neutral
BYD Co4.22%$1.15MHK$967.40B-17.86%
66
Neutral
Uber Technologies3.83%$1.04M$152.03B-2.63%
74
Outperform
Tesla3.59%$978.38K$1.41T32.46%
73
Outperform
NIO Inc. Class A3.28%$892.05KHK$121.68B58.70%
39
Underperform
Rivian Automotive3.13%$852.85K$20.50B26.76%
61
Neutral
XPeng, Inc. Class A2.87%$780.97KHK$122.67B-16.68%
53
Neutral

FDRV Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
17.24
Positive
100DMA
17.10
Positive
200DMA
16.78
Positive
Market Momentum
MACD
0.58
Negative
RSI
68.63
Neutral
STOCH
93.33
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FDRV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 18.26, equal to the 50-day MA of 17.24, and equal to the 200-day MA of 16.78, indicating a bullish trend. The MACD of 0.58 indicates Negative momentum. The RSI at 68.63 is Neutral, neither overbought nor oversold. The STOCH value of 93.33 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FDRV.

FDRV Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$27.89M0.39%
59
Neutral
$88.22M0.65%
54
Neutral
$60.75M0.65%
43
Neutral
$48.38M0.70%
62
Neutral
$9.54M0.68%
65
Neutral
$1.36M0.59%
59
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FDRV
Fidelity Electric Vehicles and Future Transportation ETF
19.14
6.14
47.23%
DRNZ
REX Drone ETF
LITP
Sprott Lithium Miners ETF
CARZ
First Trust NASDAQ Global Auto Index Fund
MOTO
SmartETFs Smart Transportation & Technology ETF
CABZ
Roundhill Robotaxi, Autonomous Vehicles & Technology 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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