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Fidelity Factor ETFs
Fidelity offers factor ETFs across geographies and asset classes
Factor investing has been a key component of Fidelity's investment process and philosophy for decades. Factors are characteristics of securities that can help explain risk and return; Factor ETFs (sometimes referred to as 'smart beta') can help investors with income generation, enhanced performance or risk management. Fidelity's factor ETFs are constructed with the objective to provide exposure to the desired factor while minimizing unintended risk at the same time.
Explore Factor ETFs
Domestic Equity ETFs
Targets higher-yielding companies with positive correlation to rising Treasury yields, which can provide protection in a rising rate environment.
Aims to generate higher relative dividend yield with sector tilts, subject to constraints, which have historically delivered a higher yield.
Focuses on securities, which generate similar returns as the broader market over time with less volatility.
Seeks outperforming stocks, which have had a tendency to continue to outperform over the medium term.
Prioritizes companies with higher profitability, stable cash flows, and good balance sheets, which have tended to outperform their peers over time.
Targets stocks of small- and mid-capitalization U.S. companies with attractive valuations, high-quality profiles, positive momentum signals, and lower volatility than the broader market.
Targets securities with attractive valuations, high-quality profiles, and positive momentum signals, emphasizing industries that tend to outperform in inflationary environments.
Seeks to target U.S companies with strong exposure to value, quality, low volatility, and momentum factors with constrained exposure to the size factor.
Capitalizes on cheap stocks, with low prices relative to fundamentals, which have historically outperformed the market over time.
International Equity ETFs
Aims to generate higher relative dividend yield through non-U.S. securities with sector tilts, subject to constraints, which have historically delivered higher yield.
Capitalizes on cheap non-U.S. stocks, with low prices relative to fundamentals, which have historically outperformed the market over time.
Provides exposure to a portfolio of emerging-market companies that score well across value, quality, lower volatility, and momentum factors, and also have lower correlation to the U.S. market.
Provides exposure to a portfolio of international companies that score well across value, quality, low volatility, and momentum factors, and also have lower correlation to the U.S. market.
Fixed Income ETFs
Seeking attractively priced, high-yield bonds with low probability of default within a higher credit quality universe (BB and B rated).
Optimizes the balance of interest rate risk and credit risk such that both returns and risk measures may be improved relative to traditional U.S. investment-grade floating rate note indices.
Fidelity on Factors
Fidelity's Differentiated Approach to Factor Investing
Learn more about Fidelity Factor ETFs with Quantitative Analyst, Bobby Barnes.
How Factors Can Help with Portfolio Construction
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- ETFs are subject to market fluctuations, the risks of their underlying investments, management fees, and other expenses.
- Investing involves risk, including risk of loss. Past performance is no guarantee of future results.
- Fidelity Product Services LLC ("FPS") created this information solely in its capacity as a licensor of Fidelity Indices (the "Index" or "Indices"). The Indices are the property of FPS, a Fidelity Investments company. Neither the Indices nor any information related to the Indices presented in this document is investment advice nor a recommendation to buy or sell any security, strategy, or investment product. FPS is not an investment advisor, broker-dealer, or issuer of securities, and it does not have any fiduciary responsibility in respect of the Indices, licensee(s) of the Indices, or any product that may utilize the Indices. You cannot invest directly in an index.
- Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Foreign securities are subject to interest rate, currency exchange rate, economic, and political risks. The securities of smaller, less well-known companies can be more volatile than those of larger companies. There is no guarantee that a factor-based investing strategy will enhance performance or reduce risk. Before investing, make sure you understand how the fund’s factor investment strategy may differ from more traditional index products. Depending on market conditions, fund performance may underperform, potentially for extended periods of time, compared to products that seek to track a more traditional index. The return of an index ETF is usually different from that of the index it tracks because of fees, expenses, and tracking error. An ETF may trade at a premium or discount to its Net Asset Value (NAV).
- You should be sure to understand how a factor investing strategy may differ from a more traditional index-based or actively managed approach. Depending on market conditions, factor-based investments may underperform compared with investments that seek to track a market capitalization-weighted index or investments that employ full active management. There can be no assurance that an active trade market will be maintained, and trading may be halted due to market conditions.