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Fidelity® International Value Factor ETF(FIVA)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for FIVA
11/13/2026: FIVA (3-star) is currently NOT-A-BUY. Pass it for now.
Fidelity® International Value Factor ETF (FIVA) provides exposure to international developed market equities by targeting stocks with strong value characteristics through active quantitative management. Its main strengths include low-cost active management and a systematic approach to filtering for high-value securities, making it a strong tool for international diversification. Investors should utilize FIVA as a core or satellite holding to capture the potential value premium in non-US markets. Key risks involve exposure to currency volatility, international economic cycles, and the potential for value-style stocks to lag growth sectors. It is best suited for long-term investors looking to diversify their portfolio globally and who are willing to monitor macroeconomic trends impacting international markets.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | FIVA focuses on value stocks, which typically have lower growth profiles than high-growth momentum stocks. |
| Momentum investor | Mixed fit | FIVA may be a fit if the market environment shifts toward a value-led upturn, but it is not a pure momentum play. |
| Value investor | Strong fit | The fund is explicitly designed to capture value premiums in international markets. |
| Dividend/Income investor | Strong fit | Value-tilted portfolios often contain established companies that pay consistent dividends. |
| Low-risk investor | Mixed fit | While value stocks are often defensive, international exposure introduces currency and geopolitical risks. |
Investor Profile
Ideal Investor Profile
Long-term investors seeking to diversify their portfolio away from U.S.-heavy allocations and capture potential value premiums in global markets.
Suitability
Best suited for long-term investors holding for five-plus years who can tolerate intermittent market volatility and geographic risk.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | International equities can experience significant price swings compared to domestic markets. |
| Market risk | Medium / high | The fund is exposed to global economic downturns and regional market instability. |
| Concentration | Medium | Active selection may lead to sector or country weights that deviate from broad benchmarks. |
| Tracking/expense | Low | The low expense ratio makes it a cost-efficient vehicle for international value exposure. |
| Liquidity | Low | Underlying large-cap holdings generally provide ample liquidity for trading. |
| Business/sector quality | Medium | Focusing on 'value' can sometimes result in holding firms with lower growth or structural business challenges. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
FIVA exhibits volatility levels consistent with international developed equity markets, periodically amplified by its focus on value sectors.
Market Risk
The fund carries systemic risks related to international market cycles, currency valuation, and global macroeconomic shifts.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Developed International Markets (Ex-US) | 98 | Provides broad exposure to non-U.S. developed economies across Europe, Asia, and other regions. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Minimal cash held for liquidity management and daily operational needs. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 17.25% | Avg. Invested days 72 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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