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Upturn AI SWOT - About
Fidelity® International Value Factor ETF (FIVA)
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Upturn Advisory Summary
04/01/2025: FIVA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -2.98% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 64467 | Beta 0.99 | 52 Weeks Range 23.11 - 27.79 | Updated Date 04/1/2025 |
52 Weeks Range 23.11 - 27.79 | Updated Date 04/1/2025 |
Upturn AI SWOT
Fidelity® International Value Factor ETF
ETF Overview
Overview
The Fidelity International Value Factor ETF (FIVA) seeks to provide investment results that correspond to the performance of the Fidelity International Value Factor Index, focusing on international developed markets by overweighting securities with attractive value characteristics.
Reputation and Reliability
Fidelity is a well-established and reputable financial services company with a long history of managing investment funds.
Management Expertise
Fidelity has a large and experienced team of investment professionals dedicated to managing various investment strategies, including ETFs.
Investment Objective
Goal
To provide investment results that correspond to the performance of the Fidelity International Value Factor Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the performance of an index focused on value stocks in international developed markets.
Composition The ETF primarily holds stocks of companies located in developed countries outside of the United States, selected based on value characteristics.
Market Position
Market Share: Insufficient data to provide an accurate market share.
Total Net Assets (AUM): 116400000
Competitors
Key Competitors
- IWD
- VEA
- EFV
- IVLU
- DFAI
Competitive Landscape
The international value ETF market is competitive. FIVA differentiates itself through its specific index methodology, leveraging Fidelity's research capabilities. Advantages may include potentially higher returns through value investing, while disadvantages could include underperformance compared to broader market indices.
Financial Performance
Historical Performance: Historical performance data not available in the correct array format.
Benchmark Comparison: Benchmark comparison data not available in the correct array format.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The ETF's average trading volume indicates its liquidity, influencing the ease of buying or selling shares.
Bid-Ask Spread
The bid-ask spread reflects the difference between the highest price a buyer is willing to pay and the lowest price a seller will accept, indicating trading costs.
Market Dynamics
Market Environment Factors
Economic indicators in international developed markets, sector growth prospects, interest rates, and geopolitical events can significantly impact the ETF's performance.
Growth Trajectory
The ETF's growth trajectory depends on the performance of value stocks in international developed markets, changes in its index methodology, and investor demand.
Moat and Competitive Advantages
Competitive Edge
FIVA benefits from Fidelity's brand recognition, research capabilities, and low expense ratio. The ETF's focus on value stocks in international developed markets provides a specific investment strategy. It offers targeted exposure to international value factors, potentially outperforming broader market indices during periods of value stock appreciation. The ETF's low expense ratio can attract cost-conscious investors.
Risk Analysis
Volatility
The ETF's volatility is influenced by the volatility of its underlying value stocks and the overall international equity market.
Market Risk
The ETF is subject to market risk, including economic downturns, political instability, and currency fluctuations in international developed markets.
Investor Profile
Ideal Investor Profile
The ideal investor for FIVA is one seeking exposure to international developed market equities with a value-oriented investment strategy.
Market Risk
FIVA is suitable for long-term investors seeking diversification and potential value-driven returns in international markets.
Summary
The Fidelity International Value Factor ETF (FIVA) offers targeted exposure to value stocks in international developed markets. Its low expense ratio and Fidelity's strong reputation make it an attractive option for value-oriented investors. The ETF's performance is closely tied to the performance of its underlying index and the overall international equity market. However, it is subject to market risks, economic uncertainties, and currency fluctuations, which may require a tolerance for moderate volatility and long-term investing.
Similar Companies
IUSV
iShares Core S&P U.S. Value ETF
IUSV
iShares Core S&P U.S. Value ETF
IVE
iShares S&P 500 Value ETF
IVE
iShares S&P 500 Value ETF
IWD
iShares Russell 1000 Value ETF
IWD
iShares Russell 1000 Value ETF
Sources and Disclaimers
Data Sources:
- Fidelity Investments
- ETF.com
- Morningstar
Disclaimers:
Investment involves risk, including the risk of loss. Past performance is not indicative of future results. Consult with a qualified financial advisor before making 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® International Value Factor 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 securities included in the Fidelity International Value Factor Index" and in depositary receipts representing securities included in the index. The index is designed to reflect the performance of stocks of large- and mid-capitalization developed international companies that have attractive valuations.
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