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FYEE - ETF AI Analysis
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Fidelity Yield Enhanced Equity ETF (FYEE)
Rating:75Outperform
Price Target:
$32.00
Positive Factors
Strong Top Holdings
Several key holdings, such as Nvidia, Broadcom, and Meta Platforms, have delivered strong year-to-date performance, driving the ETF’s returns.
Low Expense Ratio
The ETF has a zero expense ratio, making it highly cost-effective for investors compared to similar funds.
Sector Diversification
The fund is spread across multiple sectors, including Technology, Financials, and Communication Services, reducing reliance on any single industry.
Negative Factors
High Technology Exposure
With over 36% of the portfolio in Technology, the ETF is heavily reliant on the performance of this single sector.
Limited Geographic Exposure
The ETF is overwhelmingly focused on U.S. companies, with minimal exposure to international markets, which limits global diversification.
Concentration in Top Holdings
A significant portion of the portfolio is concentrated in a few large-cap stocks like Nvidia and Apple, increasing individual company risk.
FYEE vs. SPDR S&P 500 ETF (SPY)
AUM97.44M
RegionGlobal
Expense Ratio0.00%
Beta0.81
IssuerFidelity
Inception DateN/A
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume69,475
30 Day Avg. Volume55,564
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
37.18Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering147
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FYEE Summary
The Fidelity Yield Enhanced Equity ETF (FYEE) is an investment fund that focuses on large-cap companies, primarily in the U.S., offering a mix of growth and dividend income. It includes well-known companies like Nvidia and Apple, making it a good option for investors who want exposure to established, financially strong businesses. FYEE is designed to provide both stability and the potential for attractive returns, making it appealing for those looking to diversify their portfolio with high-quality stocks. However, since it heavily invests in technology companies, its performance can be impacted by fluctuations in the tech sector.
How much will it cost me?The Fidelity Yield Enhanced Equity ETF (FYEE) has an expense ratio of 0.0%, meaning you won’t pay anything annually for every $1,000 invested. This is significantly lower than average because it has no management fees, making it an extremely cost-effective option for investors.
What would affect this ETF?The Fidelity Yield Enhanced Equity ETF (FYEE) 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, rising interest rates or economic slowdowns could negatively impact large-cap stocks, particularly in cyclical sectors like consumer discretionary and financials, which are also part of the ETF's portfolio. Global economic conditions and regulatory changes in major markets could further influence the fund's performance.
FYEE Top 10 Holdings
The Fidelity Yield Enhanced Equity ETF (FYEE) leans heavily into technology, with names like Nvidia and Microsoft driving performance thanks to their strong positioning in AI and cloud services. Nvidia’s momentum in AI infrastructure has been a standout, while Microsoft remains steady despite premium pricing concerns. Apple is rising steadily, buoyed by profitability and global expansion, but Amazon and Meta have been lagging, facing mixed technical indicators and regulatory challenges. With a global focus and a tech-heavy tilt, FYEE offers growth potential but carries risks tied to sector concentration.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.94% | $7.74M | $4.62T | 33.94% | 85 Outperform | |
| Apple | 6.95% | $6.77M | $4.03T | 21.07% | 80 Outperform | |
| Microsoft | 5.84% | $5.69M | $3.79T | 22.93% | 82 Outperform | |
| Amazon | 4.33% | $4.22M | $2.51T | 15.83% | 76 Outperform | |
| Broadcom | 3.24% | $3.15M | $1.62T | 107.75% | 76 Outperform | |
| Meta Platforms | 2.56% | $2.50M | $1.54T | 9.99% | 71 Outperform | |
| Alphabet Class A | 2.39% | $2.33M | $3.34T | 60.25% | 80 Outperform | |
| Alphabet Class C | 2.30% | $2.24M | $3.34T | 59.28% | 86 Outperform | |
| Berkshire Hathaway B | 2.15% | $2.10M | $1.10T | 8.22% | 66 Neutral | |
| Tesla | 1.89% | $1.85M | $1.34T | 26.08% | 73 Outperform |
FYEE Technical Analysis
Positive
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Price Trends
28.11
Positive
27.32
Positive
26.03
Positive
Market Momentum
0.17
Positive
53.24
Neutral
65.39
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FYEE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.52, equal to the 50-day MA of 28.11, and equal to the 200-day MA of 26.03, indicating a neutral trend. The MACD of 0.17 indicates Positive momentum. The RSI at 53.24 is Neutral, neither overbought nor oversold. The STOCH value of 65.39 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FYEE.
FYEE Peer Comparison
Comparison Results
Performance Comparison
FYEE
Fidelity Yield Enhanced Equity ETF
28.50
3.30
13.10%
RCGE
RockCreek Global Equality ETF
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GPT
Intelligent Alpha Atlas ETF
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BLCR
BlackRock Large Cap Core ETF
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FBUF
Fidelity Dynamic Buffered Equity 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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