- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Fidelity Sustainability U.S. Equity ETF (FSST)

- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
11/05/2025: FSST (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 49.07% | Avg. Invested days 90 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta 1.09 | 52 Weeks Range 21.51 - 28.14 | Updated Date 06/29/2025 |
52 Weeks Range 21.51 - 28.14 | Updated Date 06/29/2025 |
Upturn AI SWOT
Fidelity Sustainability U.S. Equity ETF
ETF Overview
Overview
The Fidelity Sustainability U.S. Equity ETF (FSST) seeks to provide investment results that correspond to the performance of the Fidelity Sustainability U.S. Equity Index. The fund primarily invests in U.S. companies with favorable sustainability profiles based on environmental, social, and governance (ESG) factors.
Reputation and Reliability
Fidelity is a well-established and reputable financial services company with a long track record of managing investment funds.
Management Expertise
Fidelity has a large and experienced team of portfolio managers and analysts specializing in various investment strategies, including sustainable investing.
Investment Objective
Goal
To provide investment results that correspond to the performance of the Fidelity Sustainability U.S. Equity Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of the Fidelity Sustainability U.S. Equity Index. This index focuses on U.S. companies that exhibit strong ESG characteristics.
Composition The ETF primarily holds stocks of U.S. companies selected based on their sustainability profiles. The fund may also invest in derivatives and other investment companies to achieve its objective.
Market Position
Market Share: FSST's market share within the sustainable U.S. equity ETF market is still developing as it's a relatively newer fund compared to established competitors.
Total Net Assets (AUM): 253900000
Competitors
Key Competitors
- iShares ESG Aware MSCI USA ETF (ESGU)
- Vanguard ESG U.S. Stock ETF (ESGV)
- Xtrackers S&P 500 ESG ETF (SNPE)
Competitive Landscape
The sustainable investing ETF market is competitive, with several established players. FSST benefits from Fidelity's brand recognition and investment expertise. However, it faces competition from larger ETFs with greater AUM and liquidity. FSST differentiates itself through its proprietary Fidelity Sustainability U.S. Equity Index.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Data needs to be sourced and inputted here for a detailed breakdown over different time periods.
Benchmark Comparison: A comparison to the Fidelity Sustainability U.S. Equity Index would be necessary to assess effectiveness. Data needs to be sourced and inputted here for a detailed comparison.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
FSST's average trading volume indicates moderate liquidity, facilitating relatively easy buying and selling of shares for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting reasonable liquidity and minimizing trading costs.
Market Dynamics
Market Environment Factors
FSST is affected by economic growth, interest rates, inflation, and investor sentiment toward sustainable investing. Increased focus on ESG factors drives demand for such ETFs.
Growth Trajectory
FSST's growth is tied to the increasing adoption of ESG investing principles. Changes to holdings reflect the index methodology and sustainability criteria.
Moat and Competitive Advantages
Competitive Edge
FSST benefits from Fidelity's brand recognition and established distribution network. Its proprietary index offers a unique approach to sustainable investing, potentially differentiating it from competitors that track more common ESG benchmarks. FSST's low expense ratio provides a cost advantage. These factors combined can attract investors seeking both financial returns and sustainable investments. The ETF's integration within Fidelity's broader suite of investment products allows for easy allocation shifts for existing clients.
Risk Analysis
Volatility
FSST's volatility is expected to be similar to the broader U.S. equity market, given its composition. Historical data is needed to assess specific volatility metrics.
Market Risk
FSST is subject to market risk, meaning that its value can fluctuate based on overall market conditions and investor sentiment. Specific risks include concentration in certain sectors deemed sustainable and potential for underperformance relative to non-ESG focused benchmarks.
Investor Profile
Ideal Investor Profile
FSST is suitable for investors seeking exposure to U.S. equities with a focus on sustainability. Ideal investors are those who prioritize ESG factors in their investment decisions.
Market Risk
FSST is best suited for long-term investors seeking to align their investments with their sustainability values. It can be used as a core holding in a diversified portfolio.
Summary
Fidelity Sustainability U.S. Equity ETF (FSST) offers exposure to U.S. equities with a focus on companies exhibiting strong ESG characteristics. It aims to track the Fidelity Sustainability U.S. Equity Index and benefits from Fidelity's brand recognition and low expense ratio. FSST is well-suited for long-term investors who prioritize sustainable investing. However, it faces competition from larger, more established ESG ETFs and is subject to market risks. AUM indicates a growing but still emerging presence in the sector.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Fidelity Investments Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is estimated and may vary based on source. Past performance is not indicative of future results. Investors should consult with a financial advisor before making any investment decisions.
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 Sustainability U.S. Equity 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 equity securities of U.S. companies that Fidelity Management & Research Company LLC (FMR) believes have proven or improving sustainability practices based on an evaluation of such companies' individual environmental, social, and governance (ESG) profile. It invests in securities of domestic and foreign issuers. The fund is non-diversified.

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.
Home 

