Fidelity Low Volatility Factor ETF (FDLO)
As AI Concentration Risk, Iran Loom, Try Volatility ETF FDLO
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 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.
Fidelity Low Volatility Factor ETF $FDLO Holdings Reduced by JPMorgan Chase & Co.
JPMorgan Chase and Co. decreased its position in Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO) by 59.1% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 31,134 shares of the company's stock after selling 44,982 shares during the period. JPMorgan
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.
3 Safety-First ETFs to Retire in Comfort
When you're in or near your retirement years and safety becomes priority number one, picking out individual stocks can seem risky. As an alternative to single stocks, you can own exchange traded funds (ETFs), some of which provide broad diversification and reduce volatility. To help you retire in comfort, you might look at ETFs that... 3 Safety-First ETFs to Retire in Comfort.
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.
Temper Q4 Market Movements With a Low Volatility ETF
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.
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.
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.
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.
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.
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.
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.
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.
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.
Can Low Volatility ETFs Safeguard Gains?
Low volatility ETFs can be used to potentially safeguard gains and protect against market turbulence. Wall Street's popular measure of expected volatility in the stock market recorded its largest-ever intraday jump on Monday.
What You Don't Know About These Vanguard And Fidelity ETFs Can Hurt Your Alpha
Vanguard offers factor-based ETFs that have shown outstanding performance compared to unmanaged, index-based comparison ETFs. Factor-based ETFs have now become mainstream investments, with a market share of over 20% globally. Assets under management for factor-based investments have grown significantly, leading many investors to include factor funds in their portfolios.
FDLO: Low-Volatility ETF Beating Competitors
Fidelity Low Volatility Factor ETF is invested in 125 stocks with relatively low historical volatility of prices and earnings. Since its inception, the FDLO ETF has lagged the S&P 500 index, but outperformed other low-volatility ETFs. FDLO risk-adjusted returns compared to the benchmark are unconvincing, but its track record is too short to assess its long-term potential.
FDLO: Simplicity, Cost, Performance Make This ETF A Buy
FDLO: Simplicity, Cost, Performance Make This ETF A Buy
How Fidelity Investments' Factor ETFs Seek to Outperform Peers
Factor ETFs hit the ETF market over the last decade, offering a way to seek outperformance and/or manage risk better than broader indexes by targeting stocks that display specific traits or characteristics. In an ever-growing ETF ecosystem, factor strategies could potentially play a significant role for investors shifting their portfolios towards ETFs.