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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
Learn more about Fidelity Factor ETFs with Quantitative Analyst, Bobby Barnes.
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- ETFS are subject to market fluctuations, the risks of their underlying investments, management fees, and other expenses.
- Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund.
- Investing involves risk, including risk of loss. Past performance is no guarantee of future results.
- The indices were created by FMR Co., Inc, using a rules-based proprietary index methodology and the performance of the funds, and their indices may vary somewhat due to various factors including fees and expenses. 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).