Fidelity International Value Factor ETF (FIVA)
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Build Global Value Exposure With This 2-ETF Combo
Etftrends· 2026-02-18 13:42
Core Insights - The article discusses the resurgence of value investing amidst high growth market valuations, suggesting a two-ETF combination for global value exposure: Fidelity Value Factor ETF (FVAL) and Fidelity International Value Factor ETF (FIVA) [1] Group 1: Fidelity Value Factor ETF (FVAL) - FVAL tracks the Fidelity U.S. Value Factor Index, providing a cost-effective way to target value investment opportunities with a net expense ratio of 15 basis points, or $15 per $10,000 invested [1] - The fund employs a proprietary index methodology that ranks stocks based on four value measures: high free-cash-flow yield, low enterprise value to EBITDA, low price to tangible book value, and low price to future earnings [1] - As of December 31, the top three holdings in FVAL are Nvidia, Apple, and Microsoft, indicating a strong tech sector allocation while also including exposure to financials, health care, and consumer discretionary [1] Group 2: Fidelity International Value Factor ETF (FIVA) - FIVA is positioned favorably as investors seek international assets, particularly due to a weaker dollar following three consecutive interest rate cuts by the U.S. Federal Reserve [1] - The methodology for FIVA mirrors that of FVAL, ranking international stocks by country and sector using the same four value measures, with adjustments to remove size bias [1] - FIVA has a low expense ratio of 19 basis points, or $19 per $10,000 invested, and can be used alongside FVAL for comprehensive global value exposure [1]
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]