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Upturn AI SWOT - About
Fidelity® International Value Factor ETF (FIVA)
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Upturn Advisory Summary
08/14/2025: 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 -5.86% | Avg. Invested days 42 | 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 08/14/2025 |
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 returns that correspond to the performance of the Fidelity International Value Factor Index. The fund focuses on international developed markets, targeting companies with attractive value characteristics.
Reputation and Reliability
Fidelity is a well-established and reputable asset manager with a long history of providing investment products and services.
Management Expertise
Fidelity has a large and experienced investment team with expertise in international markets and factor-based investing.
Investment Objective
Goal
The fund seeks to provide investment returns that correspond to the performance of the Fidelity International Value Factor Index.
Investment Approach and Strategy
Strategy: The fund aims to track the Fidelity International Value Factor Index.
Composition The ETF primarily holds stocks of companies located in developed international markets that exhibit value characteristics, such as low price-to-book, price-to-earnings, or price-to-cash flow ratios.
Market Position
Market Share: Data unavailable
Total Net Assets (AUM): 111200000
Competitors
Key Competitors
- IVLU
- EFV
- IHDG
- VIGI
- IDV
Competitive Landscape
The international value ETF market is competitive, with several established players offering similar strategies. FIVA benefits from Fidelity's brand recognition and distribution network. However, its relatively smaller AUM compared to larger competitors may impact liquidity and trading costs. Competitors such as IVLU have slightly higher AUM. Each offers varying factor exposures and weighting methodologies. Investors should assess each fund's specific approach to value investing, fees, and tracking error before making an investment decision.
Financial Performance
Historical Performance: Data unavailable
Benchmark Comparison: Data unavailable
Expense Ratio: 0.0033
Liquidity
Average Trading Volume
The average trading volume is generally moderate, but it can vary depending on market conditions.
Bid-Ask Spread
The bid-ask spread is typically tight, which could potentially reduce the cost of trading.
Market Dynamics
Market Environment Factors
Economic growth in international developed markets, interest rate policies, and currency fluctuations all impact FIVA. Global trade policies and geopolitical events also play a role.
Growth Trajectory
The growth trajectory depends on the performance of international value stocks and investor demand for factor-based investing. No changes to strategy or holdings were found during the available search time.
Moat and Competitive Advantages
Competitive Edge
FIVA benefits from Fidelity's established brand and distribution network. The low expense ratio offers a cost-competitive advantage compared to some peers. The fund's index is designed to capture the value factor across international developed markets. However, its relatively smaller AUM might be a disadvantage against competitors with greater liquidity and trading volumes.
Risk Analysis
Volatility
The fund's volatility is tied to the volatility of international equity markets and the specific value stocks it holds.
Market Risk
The ETF is exposed to risks associated with international investing, including currency risk, political risk, and regulatory risk.
Investor Profile
Ideal Investor Profile
The fund is suitable for investors seeking exposure to international value stocks and who are looking for factor-based investing strategies.
Market Risk
This ETF is suitable for long-term investors seeking diversification and potential value appreciation.
Summary
The Fidelityu00ae International Value Factor ETF (FIVA) offers exposure to international value stocks with a low expense ratio, managed by a reputable firm, Fidelity. It is designed to track the Fidelity International Value Factor Index. Investors should be aware of the market risk involved as this ETF has exposure to international markets. Potential investors should consider FIVA as a component of a diversified portfolio for long-term growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fidelity Investments Website
- ETF.com
- Seeking Alpha
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data may not be readily available or fully accurate. AUM and expense ratios are subject to change.
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.