FELC - ETF AI Analysis
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Fidelity Enhanced Large Cap Core ETF (FELC)
FELC, the Fidelity Enhanced Large Cap Core ETF, earns a solid overall rating thanks to its heavy exposure to high-quality tech leaders like Apple, Microsoft, and Alphabet, which benefit from strong financial performance, growth in cloud and AI, and generally supportive technical trends. The fund’s rating is held back somewhat by names like Berkshire Hathaway and Eli Lilly, where bearish momentum, leverage, and cash flow challenges introduce more caution. The main risk factor is the ETF’s concentration in large technology and AI-focused companies, which can increase volatility if sentiment toward that sector weakens.
FELC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 8.84B
- Region
- North America
- Expense Ratio
- 0.18%
- Beta
- 1.01
- Issuer
- Fidelity
- Inception Date
- Nov 20, 2023
- Dividend Yield
- 0.83%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
FELC Summary
Fidelity Enhanced Large Cap Core ETF (FELC) is a U.S. stock fund that focuses on large, well-established companies across many sectors, with a strong tilt toward technology. It doesn’t track a specific index, but instead uses Fidelity’s research to pick a mix of leading firms. Well-known holdings include Apple, Nvidia, Microsoft, and Amazon. Someone might invest in FELC for long-term growth and broad diversification within big U.S. companies, while still leaning into innovative tech leaders. A key risk is that the fund is heavily exposed to technology stocks, so its value can rise and fall sharply with swings in the tech sector and overall stock market.
How much will it cost me?
This ETF has an expense ratio of 0.18%, which means you’ll pay about $1.80 per year for every $1,000 you invest. That’s slightly higher than the cheapest index ETFs because FELC is actively managed using quantitative strategies rather than simply tracking a basic market index.
What would affect this ETF?
FELC is heavily invested in large U.S. technology and communication companies like Nvidia, Apple, and Microsoft, so continued innovation, strong corporate earnings, and a healthy U.S. economy could boost its performance. On the other hand, rising interest rates, tighter regulations on big tech or financial firms, or a broad market downturn that hits large-cap growth stocks could weigh on returns, while sector-specific setbacks in tech or health care would also be a risk.
FELC Top 10 Holdings
FELC is leaning heavily on Big Tech, with Nvidia, Apple, and Microsoft acting as the main engines of performance. Apple and Microsoft have been steadily rising, while Nvidia’s recent wobble suggests some steam coming off the AI trade. Amazon is contributing, but its gains are more measured, and Alphabet’s twin share classes plus Meta have been lagging, creating a bit of drag in the communication and search corner. Eli Lilly adds a strong health care kicker, but overall this is a U.S.-centric, tech-heavy story with a few standout winners pulling extra weight.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 8.12% | $718.01M | $5.15T | 3.20% | 76Outperform |
 AAPL | Apple | 7.86% | $695.09M | $5.09T | 29.37% | 79Outperform |
 MSFT | Microsoft | 5.15% | $455.50M | $3.94T | -2.11% | 79Outperform |
 AMZN | Amazon | 3.88% | $343.17M | $2.63T | 5.86% | 71Outperform |
 GOOGL | Alphabet Class A | 3.06% | $271.00M | $3.46T | 3.37% | 85Outperform |
 AVGO | Broadcom | 2.60% | $229.92M | $1.65T | -10.62% | 76Outperform |
 BRK.B | Berkshire Hathaway B | 2.02% | $178.92M | $1.16T | 13.91% | 66Neutral |
 META | Meta Platforms | 2.01% | $177.34M | $1.60T | -16.92% | 76Outperform |
 LLY | Eli Lilly & Co | 1.95% | $172.30M | $1.29T | 68.86% | 72Outperform |
 GOOG | Alphabet Class C | 1.92% | $169.98M | $3.46T | 2.60% | 82Outperform |
FELC Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FELC, the sentiment is Positive. The current price of 43.43 is below the 20-day moving average (MA) of 43.69, below the 50-day MA of 43.56, and above the 200-day MA of 40.85, indicating a neutral trend. The MACD of -0.05 indicates Positive momentum. The RSI at 47.89 is Neutral, neither overbought nor oversold. The STOCH value of 65.67 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FELC.
FELC Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| FELC | $43.43 | $48.00(10.52% Upside) | $8.84B | 0.18% | 74Outperform |
 TCAF | $43.55 | $55.03(26.36% Upside) | $8.24B | 0.31% | 69Neutral |
 DIVO | $47.64 | $53.86(13.05% Upside) | $8.09B | 0.56% | 64Neutral |
 GPIQ | $56.07 | $73.92(31.83% Upside) | $6.59B | 0.29% | 73Outperform |
 GPIX | $56.06 | $68.34(21.91% Upside) | $6.47B | 0.29% | 71Outperform |
 USMC | $76.74 | $96.51(25.76% Upside) | $5.11B | 0.12% | 75Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| FELC | Fidelity Enhanced Large Cap Core ETF | 43.43 | 5.70 | 15.10% | |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | 43.55 | 5.01 | 13.01% | |
| DIVO | Amplify CWP Enhanced Dividend Income ETF | 47.64 | 5.87 | 14.04% | |
| GPIQ | Goldman Sachs Nasdaq 100 Core Premium Income ETF | 56.07 | 7.17 | 14.66% | |
| GPIX | Goldman Sachs S&P 500 Core Premium Income ETF | 56.06 | 7.28 | 14.93% | |
| USMC | Principal U.S. Mega-Cap ETF | 76.74 | 7.88 | 11.44% |
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.