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Fidelity Small-Mid Factor ETF

FSMD tracks a multi-factored index of US companies.

WisdomTree Barclays Interest Rate Hedged U.S. Aggregate Bond Fund

Avantis U.S. Small Cap Value ETF

SmartETFs Dividend Builder ETF

Eaton Vance Short Duration Municipal Income ETF

Eaton Vance Total Return Bond ETF

VanEck Investment Grade Floating Rate ETF

Franklin Short Duration U.S. Government ETF

Hartford Schroders Tax-Aware Bond ETF

iShares Interest Rate Hedged High Yield Bond ETF

JPMorgan Municipal ETF

JPMorgan Income ETF

First Trust Low Duration Opportunities ETF

Legg Mason International Low Volatility High Dividend ETF

ClearShares Ultra-Short Maturity ETF

Xtrackers Short Duration High Yield Bond ETF

 SPDR Blackstone Senior Loan ETF

AB Short Duration High Yield ETF

FlexShares iBoxx 3 Year Target Duration TIPS Index Fund

Reaves Utilities ETF

I updated my universe of exchange-traded funds to track based on superior long-term performance. Nearly 450 ETFs are ranked based on short-term monthly returns, exponential moving average, and money flows into funds. With valuations and concentrations high, I select twenty trending ETFs Lipper Categories with less risk of correction in 2025 for further analysis.

End Of 2024 Trending Exchange-Traded Funds

Fidelity Fundamental Small-Mid Cap ETF

Small- and mid-cap (SMID cap) ETFs have seen strong flows recently, making it important that investors fully understand why moving down the cap spectrum can make sense in a falling rate environment. In short, small-and mid-cap stocks, or SMID caps, are more sensitive to interest rates and economic conditions than larger companies.

Why SMID Cap ETFs Make Sense in a Falling-Rate Environment

Fidelity Emerging Markets Multifactor ETF

Fidelity International Multifactor ETF

Fidelity U.S. Multifactor ETF

The market regime may continue to shift in response to easing rates, potentially serving as a catalyst for SMIDcap and mid-cap companies. The rate cut cycle is expected to provide more relief for smaller and more leveraged companies needing more access to capital markets than larger companies.

SMIDcap ETF ‘FSMD' May Benefit in Rate-Cutting Regime

Fidelity Low Volatility Factor ETF

Market volatility remains a fairly persistent aspect for investors to contend with in the back half of the year. With elevated short-term volatility risks in the fourth quarter, Fidelity offers five ETFs worth consideration, including a screen for lower volatility stocks.

5 ETFs For When Market Volatility Spikes

Fidelity Enhanced Small Cap Etf

Fidelity MSCI Financials Index ETF

Fidelity Real Estate Investment ETF

Fidelity MSCI Real Estate ETF

Interest rate cuts historically benefit equities, resulting in outperformance for the next year after the initial rate cut. Pockets of more pronounced opportunity may exist within stocks for investors in a declining rate environment.

Rate Cuts Benefit These 2 Equity Categories

Lower interest rates are expected to improve the outlook for small and mid-cap stocks, making FSMD a suitable investment in this environment. FSMD's multifactor approach has delivered superior returns and lower volatility compared to benchmarks like the S&P MidCap 400 and Russell 2000 indices. FSMD's diversified allocation and reasonable valuation, with a P/E ratio of 16.0x, position it favorably among small and mid-cap ETFs.

FSMD: Outperforming Small And Mid-Cap Benchmarks With Lower Volatility

As the Federal Reserve turned its eye from inflation to protecting the labor market at August's Jackson Hole meeting, markets rose in hopes of rate cuts beginning at the end of the third quarter. A falling rate environment may prove particularly supportive for small-cap stocks.

3 ETFs to Harness Small-Cap Rebound Potential in Falling Rates

Several potential risks loom over markets in the second half, particularly within the U.S. For investors looking to dampen volatility, invest in quality, or seek returns through value or momentum strategies, the Fidelity Multifactor ETF suite may be worth consideration. Recession concerns rose once again in August and signs of economic slowing in the U.S.

Considering Multifactor Strategies When Investing in U.S. Equities

Fidelity Momentum Factor ETF

Fidelity Quality Factor ETF

Fidelity Value Factor ETF

Vanguard U.S. Multifactor ETF

Vanguard U.S. Minimum Volatility ETF

Vanguard U.S. Quality Factor ETF

Vanguard U.S. Value Factor ETF

Vanguard offers factor-based ETFs that have shown outstanding performance compared to unmanaged, index-based comparison ETFs. Factor-based ETFs have now become mainstream investments, with a market share of over 20% globally. Assets under management for factor-based investments have grown significantly, leading many investors to include factor funds in their portfolios.

What You Don't Know About These Vanguard And Fidelity ETFs Can Hurt Your Alpha

Factor investing allows for targeted equity exposure for those seeking specific investment outcomes. For example, factors may be used to enhance a portfolio's risk and return profile or help generate income.

An Advisor's Guide to Fidelity's Multifactor ETF Suite

Passively managed FSMD applies a multifactor approach to small- and mid-cap stocks. The factors amalgamated are value, quality, low volatility, and momentum. The current iteration of the FSMD portfolio features chiefly mid-cap stocks with healthy value characteristics. Industrials and financials are the top sectors. Quality is mostly adequate, yet there are weaknesses on the capital efficiency front.

FSMD: Nicely Balanced Multifactor Approach, Yet Incapable Of Outcompeting The Market

Fidelity Small-Mid Multifactor ETF offers a twist on market-cap weighted indexing with a multifactor, rules-based approach. The FSMD fund is well-diversified with nearly 600 holdings and attractive valuations. FSMD's emphasis on small- and mid-cap companies and its quality and momentum screens make it a potential outperformer with lower risk.

FSMD: It Works For SMMD

The Fidelity Small-Mid Multifactor ETF is a strategic beta ETF that focuses on investing in small- and mid-cap U.S. companies. FSMD has outperformed passive SMID-cap indices over the last three years by focusing on factors like valuation, quality, momentum, and low volatility. The fund's highly diversified nature and exposure to regional banks pose risks that could limit its potential for outperformance.

FSMD: Strategic Beta Beats Market-Cap-Weighted, But It's Not Perfect

Fidelity Clean Energy ETF

Despite 2023 producing some of the fastest rate hikes in decades, market participants are now actively discussing rate “cuts” in 2024. While the Fed continues to signal that they intend to hold firm until inflation comes down even more, potential rate cuts remain a significant possibility.

Eye This Fidelity ETF Duo During Potential Rate Cuts

Fidelity Total Bond ETF

Fidelity Cloud Computing ETF

Fidelity Stocks for Inflation ETF

Fidelity MSCI Information Technology Index ETF

July may be a great time to check out the best Fidelity ETFs, as some top names are currently for sale at bargain valuations. The post 7 Best Fidelity ETFs to Buy in July appeared first on InvestorPlace.

7 Best Fidelity ETFs to Buy in July

Fidelity High Dividend ETF

Fidelity MSCI Consumer Staples ETF

Fidelity has a growing ETF footprint and some of the following cost-efficient products can get investors into the firm's ETF stable.

The 7 Best Fidelity ETFs Tactical Investors Should Buy Now

News for Fidelity Small-Mid Factor ETF ETF (FSMD)