FBOT - ETF AI Analysis
Top Page
Fidelity Disruptive Automation ETF (FBOT)
FBOT, the Fidelity Disruptive Automation ETF, is supported by strong holdings like Nvidia and Alphabet, which bring solid financial performance and long-term growth potential in AI and automation. Other key positions such as Siemens, Palantir, and PTC add to the fund’s quality through innovation and profitability, though some names like Axon and Deere face valuation, leverage, and technical pressures that slightly weigh on the overall picture. The main risk factor is the fund’s focus on disruptive automation and AI-related companies, which can mean higher volatility and sensitivity to shifts in technology trends and market sentiment.
FBOT vs. SPDR S&P 500 ETF (SPY)
- AUM
- 210.62M
- Region
- Global
- Expense Ratio
- 0.50%
- Beta
- 1.26
- Issuer
- Fidelity
- Inception Date
- Jun 12, 2023
- Dividend Yield
- 0.42%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
FBOT Summary
The Fidelity Disruptive Automation ETF (FBOT) is a fund that focuses on companies using robotics and artificial intelligence to automate work. It doesn’t track a traditional index, but instead follows a theme of “disruptive automation,” holding firms from the U.S., Japan, and other countries in industries like industrials and technology. Well-known names inside the fund include Nvidia and Alphabet (Google). Someone might invest for long-term growth and to add exposure to future-focused technology. A key risk is that it’s heavily tied to automation and tech, so its price can rise and fall more than the overall market.
How much will it cost me?
FBOT has an expense ratio of 0.50%, which means you’ll pay about $5 per year for every $1,000 invested. This cost is higher than the average ETF because it’s actively managed and focuses on a specialized robotics and AI theme, which typically requires more research and management.
What would affect this ETF?
FBOT could benefit from growing global demand for robotics and AI, as well as supportive regulations and investment in technology and industrial automation, which would help its major holdings like Nvidia, Deere, and Alphabet. On the downside, higher interest rates, economic slowdowns in key global markets, or tighter rules around data use and AI could hurt technology and industrial companies in the fund and make this specialized ETF more volatile than a broad market investment.
FBOT Top 10 Holdings
FBOT is riding the robotics-and-AI wave with industrial automation names like Deere, Teradyne, Emerson, and THK doing much of the heavy lifting, as their shares have been generally rising and giving the fund a solid backbone. Nvidia and Palantir add Big Tech AI firepower, keeping momentum strong on the growth side. On the flip side, Axon has been lagging lately, acting as a bit of a speed bump. With a global mix that includes Siemens and Keyence, the ETF is clearly concentrated in automation and AI leaders rather than broad market exposure.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 DE | Deere | 5.40% | $11.11M | $174.22B | 37.65% | 66Neutral |
 NVDA | Nvidia | 4.92% | $10.13M | $5.08T | 15.81% | 76Outperform |
 TER | Teradyne | 3.82% | $7.87M | $48.29B | 112.94% | 71Outperform |
 PLTR | Palantir Technologies | 4.18% | $8.61M | $472.80B | 9.01% | 74Outperform |
 PTC | PTC | 3.23% | $6.65M | $21.05B | -5.31% | 73Outperform |
 AXON | Axon Enterprise | 3.34% | $6.88M | $34.15B | -41.32% | 58Neutral |
 DE:SIE | Siemens | 3.05% | $6.29M | EUR 195.75B | 7.16% | 74Outperform |
 JP:6481 | THK Co | 2.85% | $5.88M | JPY 624.07B | 29.35% | 70Neutral |
 GOOG | Alphabet Class C | 2.83% | $5.83M | $3.90T | 25.05% | 82Outperform |
 KYCCF | Keyence | ― | ― | ― | ― | 81Outperform |
FBOT Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FBOT, the sentiment is Negative. The current price of 37.30 is below the 20-day moving average (MA) of 38.84, below the 50-day MA of 38.97, and below the 200-day MA of 37.49, indicating a bearish trend. The MACD of -0.31 indicates Positive momentum. The RSI at 37.35 is Neutral, neither overbought nor oversold. The STOCH value of 21.65 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for FBOT.
FBOT Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| FBOT | $37.30 | $41.00(9.93% Upside) | $210.62M | 0.50% | 62Neutral |
 BLOK | $53.65 | $95.37(77.77% Upside) | $967.77M | 0.70% | 58Neutral |
 AGIX | $43.19 | $63.96(48.08% Upside) | $764.47M | 1.00% | 60Neutral |
 CCNR | $37.85 | $48.46(28.03% Upside) | $485.61M | 0.39% | 58Neutral |
 ILDR | $36.87 | $53.75(45.78% Upside) | $350.43M | 0.75% | 67Neutral |
 AIFD | $48.47 | $72.10(48.77% Upside) | $127.17M | 0.75% | 71Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| FBOT | Fidelity Disruptive Automation ETF | 37.30 | 3.48 | 10.30% | |
| BLOK | Amplify Transformational Data Sharing Etf | 53.65 | -18.59 | -25.74% | |
| AGIX | KraneShares Artificial Intelligence & Technology ETF | 43.19 | 4.43 | 11.44% | |
| CCNR | CoreCommodity Natural Resources ETF | 37.85 | 7.26 | 23.71% | |
| ILDR | First Trust Innovation Leaders ETF | 36.87 | 2.38 | 6.90% | |
| AIFD | TCW Artificial Intelligence ETF | 48.47 | 10.49 | 27.62% |
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.