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FVAL

Fidelity Value Factor ETF
1W: -0.4% 1M: +2.9% 3M: +4.8% YTD: +6.3% 1Y: +25.8% 3Y: +76.9% 5Y: +80.4%
$77.11
-0.52 (-0.66%)
Pre-Market: $77.13 (+0.03, +0.04%)
Weekly Expected Move ±1.4%
$75 $77 $78 $79 $80
ETF AMEX · AUM $1.2B
Key Statistics
AUM$1.2B
Holdings123
Top 10 Wt41.7%
Volume35,851
Avg Volume46,288
Beta0.93
Portfolio Fundamentals
P/E35.6
P/B13.2
Div Yield1.52%
ROE40.9%
% Profitable89%
Inception2016-09-15
Sector Allocation
Technology 32.1%
Financial Services 11.6%
Communication Services 9.7%
Consumer Cyclical 9.6%
Healthcare 9.3%
Industrials 8.0%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 NVIDIA CORP NVDA 8.25% $102.1M 459,213
2 APPLE INC AAPL 6.74% $83.3M 279,768
3 ALPHABET INC CL A GOOGL 5.93% $73.4M 184,885
4 MICROSOFT CORP MSFT 4.85% $60.0M 141,558
5 AMAZON.COM INC AMZN 4.26% $52.7M 198,904
6 CASH CF 4.23% $52.4M 52,358,904
7 BROADCOM INC AVGO 3.68% $45.5M 108,115
8 MICRON TECHNOLOGY INC MU 2.21% $27.4M 40,187
9 META PLATFORMS INC CL A META 2.16% $26.7M 43,758
10 BERKSHIRE HATHAWAY INC CL B BRK-B 1.80% $22.3M 45,622

Recent Holding Changes

Date Holding Change Details
2026-05-14 0EV1.L New
2026-05-11 0EV1.L Removed
2026-04-25 EXPE Changed 28940 → 29425
2026-04-25 KHC Changed 163025 → 154912
2026-04-25 ADBE Changed 34781 → 36650

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms