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FBUF
+1.62 · +5.50%
$31.04 · BATS

Fidelity Dynamic Buffered Equity ETF (FBUF) ETF Analysis | Equity Hedged

Fidelity Investments · USA
AUM:$18.6M
#– of – in Equity Hedged ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 13.0% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.48% — moderate cost. Consider how fees compound over long holding periods.

What is FBUF?

Normally investing at least 80% of assets in equity securities. Investing in equity securities of companies with market capitalizations generally similar to companies in the S&P 500® Index or Russell 1000 Index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
FBUF returned 13.0% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.48%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 38.3% of the ETF — a moderate level of name concentration.
ETF Information
AUM$18.6M
Expense Ratio0.48%
Dividend Yield0.64%
Holdings49
Inception DateApr 2024
Domicile–
Distribution–
Index–
ProviderFidelity Investments
Beta–
CategoryEquity Hedged
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.0%
1Y
+15.5%
3Y
+36.7%
5Y
+36.7%
OpenBook InsightIf you had invested £10,000 in FBUF 5 years ago, it would have grown to £13,666 — a gain of £3,666.

Annual Returns

Calendar year performance

FBUF delivered positive returns in 3 of the last 3 calendar years.
YearFBUF
2026 YTD+8.9%
2025+14.1%
2024+10.1%
CAGR 2yr+12.1%
3/3 positive yearsAvg return: +11.0%Worst year: +8.9% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
7.8%
Low
Momentum
+2.9%
30-day change
Support Level
33.23
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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