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Fidelity® International Value Factor ETF (FIVA)
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Upturn Advisory Summary
11/05/2025: FIVA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -2.5% | Avg. Invested days 50 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.99 | 52 Weeks Range 22.83 - 29.37 | Updated Date 06/29/2025 |
52 Weeks Range 22.83 - 29.37 | Updated Date 06/29/2025 |
Upturn AI SWOT
Fidelity® International Value Factor ETF
ETF Overview
Overview
The Fidelityu00ae International Value Factor ETF (FIVA) seeks to provide investment results that correspond to the performance of the Fidelity International Value Factor Index. The fund focuses on international equities, employing a value investing strategy to identify undervalued companies.
Reputation and Reliability
Fidelity is a well-established and reputable financial services company with a long history in the investment management industry.
Management Expertise
Fidelity has a large and experienced team of investment professionals managing a wide range of investment products, including ETFs.
Investment Objective
Goal
The primary goal of FIVA is to track the performance of the Fidelity International Value Factor Index, which measures the performance of international developed market stocks exhibiting value characteristics.
Investment Approach and Strategy
Strategy: FIVA aims to replicate the performance of the Fidelity International Value Factor Index.
Composition The ETF holds a diversified portfolio of international developed market equities selected based on value factors.
Market Position
Market Share: FIVA's market share within the international value ETF category is moderate.
Total Net Assets (AUM): 159200000
Competitors
Key Competitors
- IVE
- IHDG
- EFV
Competitive Landscape
The international value ETF market is competitive, with several established players. FIVA benefits from Fidelity's brand recognition and investment expertise. However, larger competitors like IVE have a significant AUM advantage. One advantage FIVA has is a lower expense ratio compared to some competitors, disadvantage is lower liquidity due to less AUM.
Financial Performance
Historical Performance: Historical performance data for FIVA should be obtained from reliable financial sources and compared to relevant benchmarks.
Benchmark Comparison: The ETF's performance should be compared against the Fidelity International Value Factor Index to assess tracking accuracy.
Expense Ratio: 0.33
Liquidity
Average Trading Volume
The average daily trading volume for FIVA is moderate and enough for trading.
Bid-Ask Spread
The bid-ask spread for FIVA is reasonably tight, indicating good liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects in international developed markets, and global market conditions impact FIVA's performance. Fluctuations in currency exchange rates also influence returns.
Growth Trajectory
FIVA's growth depends on the attractiveness of value investing strategies in international markets and overall investor sentiment towards international equities. Changes to the index methodology or fund holdings could also affect its trajectory.
Moat and Competitive Advantages
Competitive Edge
FIVA benefits from Fidelity's established reputation and extensive resources in investment management. Its strategy focuses on identifying undervalued companies in international developed markets, potentially offering long-term growth. The fund's low expense ratio may also attract cost-conscious investors. However, its relatively smaller AUM compared to larger competitors could affect liquidity.
Risk Analysis
Volatility
FIVA's volatility is dependent on the volatility of the underlying international equity markets and the specific holdings of the fund.
Market Risk
Market risk is a significant factor, as FIVA is subject to the fluctuations and downturns of international equity markets. Currency risk and political risk in the countries represented in the portfolio also affect performance.
Investor Profile
Ideal Investor Profile
The ideal investor for FIVA is someone seeking exposure to international developed market equities with a value-oriented investment strategy.
Market Risk
FIVA is suitable for long-term investors seeking diversification and potential capital appreciation through international value stocks.
Summary
Fidelity International Value Factor ETF (FIVA) offers exposure to international developed market equities using a value-oriented strategy. Its investment objective is to track the Fidelity International Value Factor Index. Backed by Fidelity's reputation, FIVA presents a cost-effective avenue for long-term investors seeking diversification in international value stocks. Investors should consider the ETF's expense ratio, liquidity, and potential risks associated with international markets before investing.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Fidelity Investments
- Morningstar
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made in consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Fidelity® International Value Factor ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally invests at least 80% of assets in securities included in the Fidelity International Value Factor Index" and in depositary receipts representing securities included in the index. The index is designed to reflect the performance of stocks of large- and mid-capitalization developed international companies that have attractive valuations.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.