Fidelity Low Volatility Factor ETF

FDLO

時価総額 $14.5億

For investors seeking momentum, Fidelity Low Volatility Factor ETF FDLO is probably on the radar. The fund just hit a 52-week high and has risen 16.46% from its 52-week low price of $63.36/share.

Fidelity Low Volatility Factor ETF (FDLO) earns a Buy rating for its hybrid approach, blending tech upside with low-volatility stock selection. FDLO maintains sector weights aligned with the broader market, using proprietary screens for low volatility, low beta, and stable earnings within each sector. The ETF consistently outperforms peers by capturing tech-led rallies while mitigating downside risk, with 38% in top 10 holdings and 9% annualized volatility.

Investors have plenty on their plates right now, from continued geopolitical issues in the Strait of Hormuz still threatening the global economy to looming concerns about AI concentration risk. Advisors likely have clients asking questions.

Low-volatility ETFs are gaining appeal as tariffs, Hormuz tensions, AI worries and oil-led inflation fears shake markets. Here are five reasons why.

Overvaluation fears, geopolitical tensions and rising stagflation risks are driving investors toward low-volatility and value-focused ETFs.

FDLO hits a new 52-week high as investors favor low-volatility stocks amid inflation and geopolitical risks.

While momentum, growth, and high-beta strategies have served as the engines driving quarter-to-date returns for factor ETFs, a subtle shift under the hood suggests a potential factor rotation may be underway. Notably, the same sectors that have propelled the broad market higher this quarter encountered a sharp reversal over the past two trading sessions.

Fidelity Low Volatility Factor ETF is a passively managed ETF currently offering exposure to 126 common stocks with a weighted average 24-month beta of 0.78. FDLO is beating IVV in 2026 amid the capital rotation yet lagging low volatility-focused vehicles like SPLV and LGLV. The issue is that FDLO has more in common with IVV than with SPLV, including exposure to the trillion-dollar league.

The Fidelity Low Volatility Factor ETF targets large U.S. stocks with low price and earnings volatility, aiming for market-like returns with reduced risk. FDLO has lagged the Russell 1000 in both total and risk-adjusted returns since inception, particularly over the past year. Despite lagging the benchmark, FDLO has outperformed most low-volatility ETF peers since 2018.

The fourth quarter of 2025 may bring high hopes of a year-end rally to end the year. However, ongoing market uncertainty could make it a bumpy ride to the finish.