Summary
FDLO Chart
Low Volatility ETF (FDLO) Touches a New 52-Week High
FDLO hits a new 52-week high as investors favor low-volatility stocks amid inflation and geopolitical risks.
FDLO: A Short-Term Harbor, Yet Beware Of Long-Term Underperformance
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.
FDLO: Leading The Low-Volatility Category, But Lagging The Benchmark
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.
Fidelity Low Volatility Factor ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,856 | $247,746.61 | $269,997.12 | $22,250.51 | 8.98% |
| YA Yinka Akinsola Blue Trust Inc. | 1 | $64.59 | $70.05 | $5.46 | 8.45% |
 Jeff Ameen Spire Wealth Management | 101 | $6,460.96 | $7,034.65 | $573.69 | 8.88% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,396 | $638,196.43 | $728,239.8 | $90,043.37 | 14.11% |
 Kevin B. Crawford JB Capital LLC | 3,622 | $222,396.31 | $253,576.22 | $31,179.91 | 14.02% |
Fidelity Low Volatility Factor ETF (FDLO) FAQ
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Fidelity Low Volatility Factor ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is designed to cater to investors seeking exposure to the U.S. equities market with an emphasis on reduced volatility. By focusing investments on companies that are characterized by lower volatility compared to the broader market, the fund aims to provide a more stable investment option. The target allocation involves at least 80% of the fund's assets being invested in securities that are part of the Fidelity U.S. Low Volatility Factor Index. This index is meticulously constructed to mirror the performance of large and mid-capitalization U.S. companies that exhibit less price volatility. Additionally, the fund engages in securities lending, which is a strategy employed to generate extra income. This approach involves lending out securities to other institutions or traders in exchange for a fee, which in turn contributes to the fund's overall income. Such strategic income generation methods are integral to the fund’s objective of providing returns while maintaining a focus on low volatility investments.
Products and Services
- Low Volatility U.S. Equity Investments
This product is centered around investing in U.S. equities that demonstrate lower volatility than the broader market. By targeting large and mid-capitalization companies that are less susceptible to wide price swings, the fund aims to offer a more stable investment avenue. These investments are carefully selected to align with the Fidelity U.S. Low Volatility Factor Index, ensuring that the portfolio reflects the index's performance characteristics.
- Securities Lending Program
As part of its strategy to maximize returns for investors, the fund engages in a securities lending program. This program involves the lending of securities to qualified third parties, such as other investment firms or hedge funds, in exchange for a fee. This process provides an additional income stream for the fund, which can enhance overall returns. The securities lending program is managed with a focus on minimizing risk and ensuring that it contributes positively to the fund’s income.
