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FDLO
+2.60 · +4.01%
$67.53 · NYSE ARCA

Fidelity® Low Volatility Factor ETF (FDLO) ETF Analysis | Large Blend

Fidelity Investments · United States
AUM:$1.6B
#– of – in Large Blend 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 9.6% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.15% — among the lowest available for this category.

What is FDLO?

The fund normally invests at least 80% of assets in securities included in the Fidelity U. Low Volatility Factor Index", which is designed to reflect the performance of stocks of large and mid-capitalization U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
FDLO returned 9.6% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.15% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 34.3% of the ETF — a moderate level of name concentration.
ETF Information
AUM$1.6B
Expense Ratio0.15%
Dividend Yield1.34%
Holdings49
Inception DateSept 2016
DomicileUnited States
DistributionNA
Index–
ProviderFidelity Investments
Beta0.72
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+7.3%
1Y
+14.0%
3Y
+49.8%
5Y
+57.7%
OpenBook InsightIf you had invested £10,000 in FDLO 5 years ago, it would have grown to £15,765 — a gain of £5,765.

Annual Returns

Calendar year performance

FDLO delivered positive returns in 4 of the last 5 calendar years.
YearFDLO
2026 YTD+10.0%
2025+12.3%
2024+16.3%
2023+16.8%
2022-9.9%
CAGR 4yr+8.3%
4/5 positive yearsAvg return: +9.1%Worst year: -9.9% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
9.0%
Low
Momentum
+4.6%
30-day change
Support Level
72.27
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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