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FYEE - ETF AI Analysis
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Fidelity Yield Enhanced Equity ETF (FYEE)
Rating:73Outperform
Price Target:―
Positive Factors
Blue-Chip Technology Leaders
The fund’s largest positions include well-known, financially strong tech and growth companies that can drive long-term growth potential.
Broad Sector Diversification
Holdings spread across technology, financials, communication services, consumer sectors, health care, and more help reduce the impact of weakness in any single industry.
Very Low Stated Expense Ratio
The ETF reports a near-zero expense ratio, which means less of investors’ returns are lost to ongoing fees.
Negative Factors
Recent Weak Performance
The fund has shown slightly negative results so far this year and over the past month, which may concern investors looking for near-term strength.
Heavy Tilt Toward U.S. Market
With almost all assets in U.S. stocks, the ETF offers limited geographic diversification and is highly tied to the U.S. market’s ups and downs.
Concentration in Mega-Cap Tech Names
A large share of the portfolio is in a handful of big technology and communication companies, so weakness in these giants can weigh heavily on the fund.
FYEE vs. SPDR S&P 500 ETF (SPY)
AUM146.37M
RegionGlobal
Expense Ratio0.00%
Beta0.82
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. Volume62,901
30 Day Avg. Volume69,803
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
34.48Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering161
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FYEE Summary
The Fidelity Yield Enhanced Equity ETF (FYEE) is a U.S.-focused fund that invests mainly in large, well-known companies, with a strong tilt toward technology. It does not track a specific index, but instead is actively managed to seek higher income and growth from big, established firms. Top holdings include household names like Apple, Microsoft, Nvidia, and Amazon. Someone might consider FYEE for broad exposure to leading U.S. companies with the potential for both stock price growth and dividend income. A key risk is that it is heavily tilted toward tech and large U.S. stocks, so its value can rise and fall sharply with that part of the market.
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
FYEE is leaning heavily on Big Tech, with a clear tilt toward U.S. giants in semiconductors and software. Nvidia and Broadcom are key drivers but have been wobbling lately, so their once-hot momentum is cooling. Apple, Microsoft, and Meta are also losing steam, acting more like a brake than an engine for the fund right now. On the brighter side, Alphabet has been rising steadily, and Eli Lilly adds a healthy boost from outside tech. Overall, performance is being dictated by a concentrated cluster of mega-cap U.S. names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.80% | $11.42M | $4.44T | 31.66% | 76 Outperform | |
| Apple | 6.97% | $10.20M | $3.76T | 4.57% | 79 Outperform | |
| Microsoft | 4.75% | $6.96M | $2.98T | -1.74% | 79 Outperform | |
| Amazon | 3.65% | $5.34M | $2.13T | -13.07% | 71 Outperform | |
| Alphabet Class A | 3.17% | $4.64M | $3.70T | 65.05% | 85 Outperform | |
| Broadcom | 3.12% | $4.56M | $1.54T | 39.53% | 76 Outperform | |
| Meta Platforms | 2.69% | $3.94M | $1.62T | -13.15% | 76 Outperform | |
| Alphabet Class C | 2.33% | $3.42M | $3.70T | 63.76% | 82 Outperform | |
| Berkshire Hathaway B | 2.06% | $3.01M | $1.08T | 3.74% | 66 Neutral | |
| Eli Lilly & Co | 1.88% | $2.76M | $981.09B | 23.18% | 72 Outperform |
FYEE Technical Analysis
Neutral
―
Price Trends
28.79
Negative
28.22
Positive
26.84
Positive
Market Momentum
0.05
Positive
45.55
Neutral
37.25
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FYEE, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 28.98, equal to the 50-day MA of 28.79, and equal to the 200-day MA of 26.84, indicating a neutral trend. The MACD of 0.05 indicates Positive momentum. The RSI at 45.55 is Neutral, neither overbought nor oversold. The STOCH value of 37.25 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for FYEE.
FYEE Peer Comparison
Comparison Results
Performance Comparison
FYEE
Fidelity Yield Enhanced Equity ETF
28.74
3.03
11.79%
FFLC
Fidelity Fundamental Large Cap Core ETF
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―
―
FHEQ
Fidelity Hedged Equity ETF
―
―
―
AQEC
AQE Core ETF
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―
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BBHL
BBH Select Large Cap ETF
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―
TEQI
T. Rowe Price Equity Income 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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