FIVA ETF ANALYSIS

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FIVA ETF FUNDAMENTALS
FIVA ETF PERFORMANCE

FIVA ISSUER

The Fidelity International Value Factor ETF (FIVA) is managed by Fidelity Investments, one of the leading asset management companies in the world. Fidelity has a long history of providing a wide range of investment products and services to investors. FIVA, which seeks to replicate the performance of the Fidelity International Value Factor IndexSM, primarily invests at least 80% of its assets in securities included in the index. This index is designed to capture the performance of large- and mid-cap developed international companies that exhibit attractive valuations. Fidelity Investments' expertise and commitment to delivering value to investors make them a reputable issuer in the ETF industry.

FIVA DIVIDEND

While the Fidelity International Value Factor ETF (FIVA) primarily focuses on investing at least 80% of its assets in securities included in the Fidelity International Value Factor Index, it may also offer dividend distributions as a byproduct of its investment strategy. These distributions typically reflect the dividend policies and performances of the underlying large- and mid-capitalization developed international companies within the index. Investors in FIVA can potentially benefit from both value-based capital appreciation and periodic dividend income, making it a well-rounded choice for those seeking international equity exposure with dividend potential.

FIVA TRACKING

Fidelity International Value Factor ETF (FIVA) closely follows the Fidelity International Value Factor IndexSM, typically investing over 80% of its assets in securities from the index and depositary receipts representing them. This index is meticulously designed to mirror the performance of large- and mid-cap developed international companies with appealing valuations. Additionally, the fund may engage in securities lending activities to generate income, offering investors a means to track the value factor in international equity markets effectively.

FIVA CORRELATION

The correlation aspect of the Fidelity International Value Factor ETF (FIVA) is primarily related to its investment strategy. FIVA aims to invest at least 80% of its assets in securities included in the Fidelity International Value Factor IndexSM, which consists of large- and mid-capitalization developed international companies with attractive valuations. Given this focus, FIVA's correlation with value-oriented international equities is generally expected to be strong. Investors seeking exposure to undervalued international stocks often use FIVA as a tool to complement their portfolio, benefiting from the correlation with the index. For more in-depth insights and a visual representation of correlations, ETF Insider's web app provides valuable data and visualization tools, helping investors make informed decisions and identify potential overlaps with other assets or sectors in their portfolios.

FIVA SECTOR

The Fidelity International Value Factor ETF (FIVA) primarily invests at least 80% of its assets in securities from the Fidelity International Value Factor IndexSM, along with depositary receipts representing index securities. This index is specifically designed to mirror the performance of large- and mid-capitalization developed international companies that are deemed to have attractive valuations. Additionally, the ETF engages in securities lending to generate income for the fund, making it an option for investors seeking value opportunities in international markets.

FIVA EXPOSURE

The Fidelity International Value Factor ETF (FIVA) focuses on offering exposure to large- and mid-capitalization developed international companies with attractive valuations. This ETF primarily invests at least 80% of its assets in securities included in the Fidelity International Value Factor IndexSM and in depositary receipts representing securities from the index. Investors in FIVA have the opportunity to gain exposure to international markets while emphasizing the value factor in their investment strategy.

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BLOG ARTICLES

What is the FIVA ETF?
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By Ron Koren ETF Insider

What is the FIVA ETF?

The FIVA ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the FIVA ETF.

How does the FIVA ETF work?
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By Ron Koren ETF Insider

How does the FIVA ETF work?

The FIVA ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.

What is the NOCT ETF?
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By Ron Koren ETF Insider

What is the NOCT ETF?

The NOCT ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the NOCT ETF.

FREQUENTLY ASKED QUESTIONS

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