FBUF - ETF AI Analysis
Top Page
Fidelity Dynamic Buffered Equity ETF (FBUF)
The Fidelity Dynamic Buffered Equity ETF (FBUF) has a solid overall rating, driven by strong contributions from holdings like Microsoft and Alphabet. Microsoft benefits from its strategic focus on cloud and AI, while Alphabet's growth in AI and cloud services enhances its long-term prospects. However, weaker holdings such as Berkshire Hathaway and Tesla, which face challenges like bearish momentum and valuation concerns, may slightly weigh on the fund's rating. A key risk factor is the concentration in high-valuation tech stocks, which could be sensitive to market corrections.
FBUF vs. SPDR S&P 500 ETF (SPY)
- AUM
- 27.73M
- Region
- Global
- Expense Ratio
- 0.48%
- Beta
- 0.56
- Issuer
- Fidelity
- Inception Date
- Apr 09, 2024
- Dividend Yield
- 0.58%
- Asset Class
- Alternatives
- Index Tracked
- No Underlying Index
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 names like Nvidia and Apple driving its performance. Nvidia, despite its long-term AI growth story, has seen mixed momentum recently, while Apple is rising steadily on strong revenue growth and services expansion. Alphabet is another bright spot, with its AI and cloud investments fueling bullish sentiment. However, Microsoft and Meta are lagging, with overbought conditions and bearish momentum weighing on their outlooks. This tech-heavy, globally diversified fund is riding the innovation wave but faces headwinds from valuation concerns in some of its top holdings.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 7.98% | $2.22M | $4.93T | 0.86% | 76Outperform |
 AAPL | Apple | 7.88% | $2.19M | $5.03T | 26.98% | 80Outperform |
 MSFT | Microsoft | 5.20% | $1.44M | $3.88T | -0.73% | 73Outperform |
 AMZN | Amazon | 3.73% | $1.04M | $2.59T | 7.85% | 71Outperform |
 AVGO | Broadcom | 2.69% | $746.58K | $1.56T | -13.38% | 76Outperform |
 META | Meta Platforms | 2.25% | $623.90K | $1.57T | -7.72% | 71Outperform |
 GOOGL | Alphabet Class A | 2.48% | $687.41K | $3.41T | -0.58% | 80Outperform |
 GOOG | Alphabet Class C | 1.71% | $475.14K | $3.41T | -1.31% | 82Outperform |
 BRK.B | Berkshire Hathaway B | 1.99% | $551.72K | $1.16T | 13.37% | 66Neutral |
 TSLA | Tesla | 1.16% | $320.62K | $1.58T | -9.15% | 73Outperform |
FBUF Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FBUF, the sentiment is Neutral. The current price of 33.24 is below the 20-day moving average (MA) of 33.63, below the 50-day MA of 33.50, and above the 200-day MA of 32.08, indicating a neutral trend. The MACD of -0.00 indicates Positive momentum. The RSI at 40.70 is Neutral, neither overbought nor oversold. The STOCH value of 34.27 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for FBUF.
FBUF Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| FBUF | $33.24 | $32.00(-3.73% Downside) | $27.73M | 0.48% | 67Neutral |
 BLCR | $47.84 | $61.29(28.11% Upside) | $9.86B | 0.36% | 69Neutral |
 RCGE | $30.46 | $33.90(11.29% Upside) | $98.52M | 0.95% | 59Neutral |
 GPT | $33.24 | $42.13(26.75% Upside) | $23.79M | 0.69% | 72Outperform |
 NBGX | $29.01 | $38.14(31.49% Upside) | $14.83M | 0.44% | 73Outperform |
 JDIV | $56.00 | $68.89(23.01% Upside) | $12.73M | 0.47% | 65Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| FBUF | Fidelity Dynamic Buffered Equity ETF | 33.24 | 2.85 | 9.39% | |
| BLCR | BlackRock Large Cap Core ETF | 47.84 | 6.29 | 15.14% | |
| RCGE | RockCreek Global Equality ETF | 30.46 | 3.29 | 12.13% | |
| GPT | Intelligent Alpha Atlas ETF | 33.24 | 2.54 | 8.26% | |
| NBGX | Neuberger Berman Growth ETF | 29.01 | 0.29 | 1.02% | |
| JDIV | JPMorgan Dividend Leaders ETF | 56.00 | 3.98 | 7.66% |
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.