Capture the Value Rotation With This ETF Duo
Etftrends·2025-12-29 18:27

Core Insights - Markets may be on the verge of a value rotation, with significant risks to growth activity anticipated in 2025, which could shift investor focus towards value investments [1][3] - Value ETFs, such as FVAL and FIVA, are positioned as effective tools for diversifying portfolios and capitalizing on potential market shifts towards value [2][4] Value ETF Overview - FVAL, the Fidelity Value Factor ETF, charges 15 basis points to track the Fidelity U.S. Value Factor Index and has achieved a return of 13.1% over the past year as of November 30 [5] - FIVA, the Fidelity International Value Factor ETF, charges 19 basis points to track the Fidelity International Value Index and has delivered a strong return of 34.4% over the last year, highlighting the robust performance of foreign equities [6] Investment Strategy - The current market environment suggests that investors should consider reallocating towards value strategies as 2026 approaches, given the potential for a value rotation [7]