Fidelity Low Volatility Factor ETF

FDLO

Market cap $1.33B

Overview Fund Activity

65.68 USD

-0.09

0.14%

At close Updated Sep 18, 3:59 PM EDT

1 day

-0.14%

5 days

-0.11%

1 month

2.23%

3 months

7.02%

6 months

8.83%

Year to date

8.92%

1 year

8.54%

5 years

67.38%

10 years

161.67%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

11% more funds holding

Funds holding: 140 [Q1] → 156 (+16) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]

0% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 53

3.9% less ownership

Funds ownership: 74.88% [Q1] → 70.98% (-3.9%) [Q2]

14% less capital invested

Capital invested by funds: $1B [Q1] → $864M (-$139M) [Q2]

See Fund Rankings

Financial journalist opinion

FDLO: Low Volatility And A Strong Tracking Record

FDLO offers balanced sector exposure, emphasizing mega and large caps, especially in technology, for growth while maintaining low volatility compared to peers. The fund's sector-neutral approach and selective stock picking drive strong profitability and historical earnings growth, justifying its premium valuation among low-volatility ETFs. FDLO outperforms most low-volatility peers on returns and risk-adjusted metrics, though it lags the broader market; its volatility remains among the lowest in its category.

FDLO: Low Volatility And A Strong Tracking Record

24/7 Wall Street

2 Fidelity ETFs to Buy in May to Generate Big Passive Income In Retirement

Dividend stock investing is a cornerstone for retirees seeking reliable passive income, offering steady cash flow to supplement Social Security or pensions.

2 Fidelity ETFs to Buy in May to Generate Big Passive Income In Retirement

Zacks Investment Research

Navigate Market Swings With Low-Volatility ETFs

Volatility intensifies after Powell warns of rising inflation and slowing growth. The ETFs discussed here could be solid bets in the current choppy market.

Navigate Market Swings With Low-Volatility ETFs

FDLO: A Resilient ETF For A Turbulent Market

Fidelity Low Volatility Factor ETF aims to generate market-like returns with less volatility and a similar sector breakdown. The FDLO ETF has underperformed the Russell 1000 since inception, but has shown better resilience in market downturns, especially recently. FDLO is among the best performing low-volatility ETFs over the last 7 years.

FDLO: A Resilient ETF For A Turbulent Market

Low Volatility ETFs Not Among Popular Defensive Plays

Uncertainty is the market's current buzz word. Concerns about policy, recession risk, inflation, consumer confidence, economic growth, and geopolitics have stock prices on a rollercoaster ride this year.

Low Volatility ETFs Not Among Popular Defensive Plays

Zacks Investment Research

Market Turmoil Raises Appeal for Low-Volatility ETFs

Volatility intensifies due to Trump's tariff plans and signs of economic slowdown. These ETFs could be solid investment options in the current choppy market.

Market Turmoil Raises Appeal for Low-Volatility ETFs

FDLO: Balancing Growth And Stability With Low Volatility

FDLO invests in about 130 low volatility large-cap U.S. stocks, balancing return and volatility with a low expense ratio of 0.15%. The fund's overweight in technology stocks, including Apple, Microsoft, Alphabet, and Amazon improves its growth potential in the long run. FDLO offers better downside protection than the broader market, particularly during market corrections, due to its focus on low volatility and value stocks.

FDLO: Balancing Growth And Stability With Low Volatility

5 ETFs For When Market Volatility Spikes

Market volatility remains a fairly persistent aspect for investors to contend with in the back half of the year. With elevated short-term volatility risks in the fourth quarter, Fidelity offers five ETFs worth consideration, including a screen for lower volatility stocks.

5 ETFs For When Market Volatility Spikes

Navigate Second Half Shocks and Volatility With FDLO

Election risk, recession risk, and more loom over second-half markets, creating the potential for heightened volatility. For those looking to dampen these potential effects within equities, the Fidelity Low Volatility Factor ETF (FDLO) may be one to consider.

Navigate Second Half Shocks and Volatility With FDLO

FDLO: A Low-Volatility ETF With Favorable Risk-Reward

FDLO's performance reflects an optimized portfolio with relatively low volatility compared to the broader stock market index. FDLO is a fund worth considering for the long run, as it balances exposure to higher-growth areas while limiting the risk associated with more volatile names and industries. FDLO's heavy allocation to the technology is perhaps the biggest risk for this fund at this moment, as investors seem to be unwinding bullish bets on market leaders.

FDLO: A Low-Volatility ETF With Favorable Risk-Reward

See News Rankings

Charts implemented using Lightweight Charts™