FDWM - ETF AI Analysis
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Fidelity Women's Leadership ETF (FDWM)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key positions, such as Nvidia, Microsoft, and Alphabet, have delivered strong year-to-date performance, driving the ETF's gains.
Sector Diversification
The ETF is spread across multiple sectors, including Technology, Consumer Cyclical, and Health Care, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The fund has shown solid year-to-date growth, indicating positive momentum for investors.
Negative Factors
High U.S. Concentration
With nearly all assets focused on U.S. companies, the ETF lacks meaningful global diversification.
Moderate Expense Ratio
The ETF's expense ratio is higher than some low-cost alternatives, which could eat into long-term returns.
Underperforming Holdings
Some holdings, such as Apple and Walt Disney, have shown weaker year-to-date performance, potentially dragging on overall returns.
FDWM vs. SPDR S&P 500 ETF (SPY)
AUM4.71M
RegionGlobal
Expense Ratio0.59%
Beta0.96
IssuerFidelity
Inception DateJun 15, 2021
Dividend Yield0.52%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume0
30 Day Avg. Volume1,677
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
31.58Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering81
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FDWM Summary
The Fidelity Women's Leadership ETF (FDWM) is an investment fund that focuses on companies promoting gender diversity and women in leadership roles. It includes businesses from various sectors like technology, healthcare, and finance, with well-known companies such as Nvidia and Microsoft among its top holdings. This ETF is a great option for investors who want to support socially responsible investing while gaining exposure to a broad range of industries. However, new investors should be aware that the ETF’s performance can fluctuate with the overall market, especially since it has significant exposure to technology stocks.
How much will it cost me?The Fidelity Women's Leadership ETF (FDWM) has an expense ratio of 0.59%, which means you’ll pay $5.90 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, focusing on companies that promote gender diversity and leadership, which requires more research and oversight compared to passively managed funds.
What would affect this ETF?The Fidelity Women's Leadership ETF (FDWM) could benefit from growing interest in socially responsible investing and increased recognition of the value of gender diversity in leadership, particularly in sectors like technology and healthcare, which are poised for innovation. However, economic challenges such as rising interest rates or a slowdown in consumer spending could negatively impact its exposure to consumer cyclical and financial sectors. Additionally, global market volatility may affect its broad geographic focus and top holdings like Nvidia and Microsoft, which are sensitive to shifts in technology demand.
FDWM Top 10 Holdings
The Fidelity Women's Leadership ETF (FDWM) leans heavily into technology, with Nvidia and Apple leading the charge. Nvidia’s long-term focus on AI and data centers keeps it steady despite recent bearish momentum, while Apple’s rising stock reflects strong revenue growth and expanding services. Alphabet is another standout, riding bullish momentum thanks to its success in AI and cloud services. On the flip side, Microsoft’s lagging performance has weighed on the fund, and Amazon’s mixed results show short-term weakness. Overall, the ETF’s global exposure and tech-heavy tilt make innovation a key driver of its story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.87% | $411.66K | $4.43T | 37.37% | 76 Outperform | |
| Apple | 7.18% | $333.10K | $4.12T | 12.16% | 79 Outperform | |
| Microsoft | 6.62% | $307.06K | $3.59T | 10.76% | 79 Outperform | |
| Alphabet Class C | 5.26% | $244.06K | $3.88T | 77.56% | 82 Outperform | |
| Amazon | 4.60% | $213.45K | $2.45T | 0.82% | 71 Outperform | |
| Eli Lilly & Co | 2.51% | $116.49K | $955.13B | 24.76% | 72 Outperform | |
| JPMorgan Chase | 2.08% | $96.45K | $857.62B | 29.79% | 72 Outperform | |
| Micron | 1.92% | $89.28K | $266.96B | 140.15% | 77 Outperform | |
| GlaxoSmithKline | 1.44% | $66.96K | $97.14B | 34.68% | 77 Outperform | |
| Arista Networks | 1.40% | $65.13K | $161.93B | 23.22% | 83 Outperform |
FDWM Technical Analysis
Positive
―
Price Trends
26.49
Positive
25.82
Positive
24.11
Positive
Market Momentum
0.11
Positive
62.36
Neutral
100.00
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FDWM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 26.89, equal to the 50-day MA of 26.49, and equal to the 200-day MA of 24.11, indicating a neutral trend. The MACD of 0.11 indicates Positive momentum. The RSI at 62.36 is Neutral, neither overbought nor oversold. The STOCH value of 100.00 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FDWM.
FDWM Peer Comparison
Comparison Results
Performance Comparison
FDWM
Fidelity Women's Leadership ETF
26.89
3.68
15.86%
GINX
SGI Enhanced Global Income ETF
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ICAP
InfraCap Equity Income Fund ETF
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TOLL
Tema Monopolies and Oligopolies ETF
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GOP
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CAMX
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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.
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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