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

Fidelity Dividend ETF for Rising Rates (FDRR)

Targets higher-yielding companies with positive correlation to rising Treasury yields, which can provide protection in a rising rate environment.

Fidelity High Dividend ETF (FDVV)

Aims to generate higher relative dividend yield with sector tilts, subject to constraints, which have historically delivered a higher yield.

Fidelity Low Volatility Factor ETF (FDLO)

Focuses on securities, which generate similar returns as the broader market over time with less volatility.

Fidelity Momentum Factor ETF (FDMO)

Seeks outperforming stocks, which have had a tendency to continue to outperform over the medium term.

Fidelity Quality Factor ETF (FQAL)

Prioritizes companies with higher profitability, stable cash flows, and good balance sheets, which have tended to outperform their peers over time.

Fidelity Small-Mid Multifactor ETF (FSMD)

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.

Fidelity Stocks for Inflation ETF (FCPI)

Targets securities with attractive valuations, high-quality profiles, and positive momentum signals, emphasizing industries that tend to outperform in inflationary environments.

NEW Fidelity U.S. Multifactor ETF (FLRG)

Seeks to target U.S companies with strong exposure to value, quality, low volatility, and momentum factors with constrained exposure to the size factor.

Fidelity Value Factor ETF (FVAL)

Capitalizes on cheap stocks, with low prices relative to fundamentals, which have historically outperformed the market over time.

International Equity ETFs

Fidelity International High Dividend ETF (FIDI)

Aims to generate higher relative dividend yield through non-U.S. securities with sector tilts, subject to constraints, which have historically delivered higher yield.

Fidelity International Value Factor ETF (FIVA)

Capitalizes on cheap non-U.S. stocks, with low prices relative to fundamentals, which have historically outperformed the market over time.

Fidelity Emerging Markets Multifactor ETF (FDEM)

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.

Fidelity International Multifactor ETF (FDEV)

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

Fidelity High Yield Factor ETF (FDHY)

Seeking attractively priced, high-yield bonds with low probability of default within a higher credit quality universe (BB and B rated).

Fidelity Low Duration Bond Factor (FLDR)

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

How Factors Can Help with Portfolio Construction

Learn more about Fidelity Factor ETFs with Quantitative Analyst, Bobby Barnes.

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