ACTIVE ETF INVESTING
Transform challenges into opportunities with Fidelity active ETFs
As one of the top ETF providers in the industry,1 Fidelity combines our industry-leading approach to security selection, research, and technology with the tax efficiency potential and lower costs of an ETF.
Backed by decades of active management expertise, our dedicated teams access Fidelity's vast research and resources to uncover unique investment opportunities for your clients.
Empower your clients to invest confidently
Fidelity is a top ten provider of Active ETFs with a robust lineup across equity, fixed income and alternative strategies.¹
Core building blocks at a competitive price
Fidelity ETFs offer expense ratios over 25% lower than other ETFs on average, helping your clients keep more of what they earn.2
Expert insights and extensive resources
Fidelity's 75-year active management legacy is grounded in deep global research and strengthened by technology and a culture of collaboration to drive more informed investment decisions.
Get more than just the intra-day trading, transparency, and cost benefits ETFs can provide.
Fidelity Active Equity ETFs
Whether you’re looking for a low-cost alternative to passive investing, risk-adjusted-return potential, or higher active share, our equity portfolio managers offer building blocks across the active risk/return spectrum.
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Fidelity Active Fixed Income ETFs
Our top bond managers draw on Fidelity’s experience and capabilities to select the securities to help deliver risk-adjusted returns that can meet a client's liquidity, income generation, and capital appreciation investment objectives.
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- Active Equity
- Active Thematic Equity
- Active Fixed Income
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Get the details on Fidelity's active ETF lineup and let us know if you'd like to schedule a meeting to discuss building better portfolios with active ETFs.
Modern investing challenges, like balancing growth with protection, combating inflation, and achieving diversification, remain constants—but the tools to solve them have evolved. Active ETFs are at the forefront, offering a powerful combination of flexibility and professional management. Put active ETFs to work and transform challenges into opportunities with Fidelity active ETFs
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1. Based on combined ETF and ETP assets under management. As of December 31, 2024. Source: Bloomberg and Fidelity.
2. As of 12/31/2024: Morningstar data as of each fund’s most recent prospectus. Based on a comparison of prospectus net expense ratios for all U.S.-domiciled ETFs. Industry average expense ratio of 0.56%. Fidelity average expense ratio of 0.31%.
** These ETFs are different from traditional ETFs. Traditional ETFs tell the public what assets they hold each day. These ETFs will not. This may create additional risks for your investment. For example: You may have to pay more money to trade the ETF's shares. These ETFs will provide less information to traders, who tend to charge more for trades when they have less information. The price you pay to buy ETF shares on an exchange may not match the value of the ETF's portfolio. The same is true when you sell shares. These price differences may be greater for these ETFs compared to other ETFs because they provide less information to traders. These additional risks may be even greater in bad or uncertain market conditions. The ETFs will publish on their website each day a "Tracking Basket" designed to help trading in shares of the ETFs. While the Tracking Basket includes some of the ETF's holdings, it is not the ETF's actual portfolio. The differences between these ETFs and other ETFs may also have advantages. By keeping certain information about the ETFs secret, these ETFs may face less risk that other traders can predict or copy their investment strategy. This may improve the ETF's performance. If other traders are able to copy or predict the ETF's investment strategy, however, this may hurt the ETF's performance.
The objective of the actively managed ETF Tracking Basket is to construct a portfolio of stocks and representative index ETFs that tracks the daily performance of an actively managed ETF without exposing current holdings, trading activities, or internal equity research. The Tracking Basket is designed to conceal any nonpublic information about the underlying portfolio and only uses the Fund's latest publicly disclosed holdings, representative ETFs, and the publicly known daily performance in its construction. You can gain access to the Tracking Basket and the Tracking Basket Weight overlap on Fidelity.com or i.Fidelity.com.
Although the Tracking Basket is intended to provide investors with enough information to allow for an effective arbitrage mechanism that will keep the market price of the Fund at or close to the underlying NAV per share of the Fund, there is a risk (which may increase during periods of market disruption or volatility) that market prices will vary significantly from the underlying NAV of the Fund; ETFs trading on the basis of a published Tracking Basket may trade at a wider bid/ask spread than ETFs that publish their portfolios on a daily basis, especially during periods of market disruption or volatility, and, therefore, may cost investors more to trade, and although the Fund seeks to benefit from keeping its portfolio information secret, market participants may attempt to use the Tracking Basket to identify a Fund's trading strategy, which, if successful, could result in such market participants engaging in certain predatory trading practices that may have the potential to harm the Fund and its shareholders.
Because shares are traded in the secondary market, a broker may charge a commission to execute a transaction in shares, and an investor may incur the cost of the spread between the price at which a dealer will buy shares and the price at which a dealer will sell shares.
Diversification does not ensure a profit or guarantee against a loss.
ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses.
Investing involves risk, including risk of loss. Past performance is no guarantee of future results.
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 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)