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CUSIP
316092139
Issuer
Fidelity
Inception Date
Apr 16, 2020
Region
Global (Broad)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth
Assets Under Management
$299M

Highlights

Avg. Volume (1M)
51K
Avg. Volume Value (1M)
$2.66M

Share Price Chart


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Performance

FDTX Performance Chart

Fidelity Disruptive Technology ETF (FDTX) is up 24.5% since the beginning of the year. FDTX is currently trading at $51 per share.


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Benchmark

Compare this symbol against anything

Returns By Period

Fidelity Disruptive Technology ETF (FDTX) has returned 24.47% so far this year and 31.85% over the past 12 months.


Fidelity Disruptive Technology ETF

1D
1.64%
1M
-5.87%
6M
25.82%
YTD
24.47%
1Y
31.85%
3Y*
23.11%
5Y*
10Y*
ALL TIME*
24.95%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FDTX Monthly Returns History

Based on dividend-adjusted daily data since Jun 12, 2023, FDTX's average daily return is +0.10%, while the average monthly return is +2.13%. At this rate, an investment would double in approximately 2.7 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2026 with a return of +23.9%, while the worst month was Jul 2026 at -12.4%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 3 months.

On a daily basis, FDTX closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +12.0%, while the worst single day was Jun 5, 2026 at -7.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.07%-3.94%-4.64%23.91%18.04%7.21%-12.41%24.47%
20254.83%-5.68%-9.90%3.27%9.08%9.98%1.63%-2.55%4.98%6.41%-7.16%1.68%15.25%
20244.74%7.30%-0.44%-4.98%2.08%7.69%-4.95%1.83%1.02%1.81%7.81%-1.15%23.99%
20232.26%5.54%-6.32%-7.53%-3.01%17.53%6.02%13.00%

Benchmark Metrics

Fidelity Disruptive Technology ETF has an annualized alpha of -3.19%, beta of 1.55, and R2 of 0.72 versus S&P 500 Index. Calculated based on daily prices since June 12, 2023.

  • This ETF captured 146.16% of S&P 500 Index gains and 140.41% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • This ETF had an annualized alpha of -3.19% versus S&P 500 Index - delivering less than market exposure alone would predict.
  • Beta of 1.55 means this ETF moves significantly more than S&P 500 Index - expect amplified gains in rallies and amplified losses in downturns.

Alpha
-3.19%
Beta
1.55
0.72
Upside Capture
146.16%
Downside Capture
140.41%

Expense Ratio

FDTX has an expense ratio of 0.50%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FDTX ranks 37 for risk / return — above 37% of ETFs peers on PortfoliosLab. Its historical combined result is below the peer median.


FDTX Risk / Return Rank: 3737
Overall Rank
FDTX Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
FDTX Sortino Ratio Rank: 3737
Sortino Ratio Rank
FDTX Omega Ratio Rank: 3636
Omega Ratio Rank
FDTX Calmar Ratio Rank: 4040
Calmar Ratio Rank
FDTX Martin Ratio Rank: 3838
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for Fidelity Disruptive Technology ETF (FDTX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FDTXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.50

Sortino ratioReturn per unit of downside risk

-0.60

Omega ratioGain probability vs. loss probability

1.17

1.25

-0.08

Calmar ratioReturn relative to maximum drawdown

1.43

2.00

-0.57

Martin ratioReturn relative to average drawdown

3.94

8.49

-4.55

Dividends

Dividend History

Fidelity Disruptive Technology ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%$0.00$0.00$0.00$0.00$0.002025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$0.00$0.00

Dividend yield

0.00%0.00%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Disruptive Technology ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Disruptive Technology ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Fidelity Disruptive Technology ETF was 27.23%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.

The current Fidelity Disruptive Technology ETF drawdown is 13.06%.


Drawdown

Fall

Recovery

Underwater

Related event

-27.23%Apr 2025
1mo 18d2mo 19d
4mo 7dFeb 2025 - Jun 2025
2025 selloff2025
-19.56%Jul 2026
1mo 26d
2moJun 2026 - now
-19.38%Mar 2026
4mo 26d18d
5mo 14dNov 2025 - Apr 2026
-18.61%Oct 2023
3mo 8d1mo 18d
4mo 26dJul 2023 - Dec 2023
-16.93%Aug 2024
1mo 1d3mo 3d
4mo 4dJul 2024 - Nov 2024

Drawdown Indicators


FDTXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-27.23%

-56.78%

+29.55%

Max Drawdown (1Y)

Largest decline over 1 year

-19.56%

-9.10%

-10.46%

Max Drawdown (3Y)

Largest decline over 3 years

-27.23%

-18.90%

-8.33%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-13.06%

-1.58%

-11.48%

Average Drawdown

Average peak-to-trough decline

-5.63%

-10.70%

+5.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.10%

2.14%

+4.96%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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