FESM: A Multi-Factor ETF Outperforming The Small-Cap Category

Fidelity Enhanced Small Cap ETF (FESM) employs a multi-factor, growth-tilted strategy, consistently outperforming the Russell 2000 and peers over 3- and 5-year periods.

Seeking Alpha • 7 hours ago

FESM: Small-Cap ETF Outperforming The Benchmark

Fidelity Enhanced Small Cap ETF employs a proprietary multi-factor approach to select and weight nearly 600 U.S. small-cap stocks. FESM has consistently outperformed the Russell 2000, Russell 2000 Value, and Russell 2000 Growth indexes over the past decade. While FESM's recent returns are strong, RWJ and AVUV have more compelling track records.

Seeking Alpha • Nov 12, 2025

Small-Cap Wins in Q3: Top-Performing ETFs in Focus

Small caps staged a comeback in Q3, with ETFs like FESM, RZV, FYX, VTWV, JSML, IWO topping gains. While there are certain tariff risks, the Fed's rate cut potential is a plus.

Zacks Investment Research • Sep 29, 2025

SPIVA 2025 Mid-Year Report Throws Spotlight on Active SMIDcap Funds

Halftime in 2025 threw a spotlight on active small- and midcap funds via the SPIVA U.S. Mid-Year 2025 report. The trend of active ETF launches is outpacing their passive peers this year.

ETF Trends • Sep 4, 2025

Fidelity Aims to Be a Top 3 Active ETF Provider

After a strong 2024, Fidelity ETFs gathered approximately $10 billion in the first four months of 2025. Demand for actively managed products has been a key driver as Fidelity leans further into the ETF market.

ETF Trends • May 13, 2025

FESM: High-Beta SMID Portfolio With Worrisome Quality, Some Caution Is Needed

FESM is an actively managed ETF offering exposure to financials- and industrials-heavy basket of SMID stocks. There is minor exposure to large caps as well. Since the conversion to an ETF in November 2023, FESM has been on a tear for quite some time, so it even beat IVV over December 2023 to January 2025. Still, it has been remarkably sensitive to the recent market softness as it trailed IVV and peers like IJR and IWM in February.

Seeking Alpha • Mar 3, 2025

ETF Flowdown: Off to the Races in 2025

One month into 2025, and ETFs are already off to the races, hauling in over $100 billion in net inflows in January. Hefty gains across the board reflect continued bullish sentiment on the stock market overall.

ETF Trends • Feb 5, 2025

Bet on Rekindled Growth, But Diversification Taking Hold

Investor appetite for growth really is something to behold.  Coming into the week of the U.S. presidential inauguration, we had been talking about the importance of diversification in the face of so much uncertainty, geopolitical risk, and lofty equity valuations following massive market gains in recent years.

ETF Trends • Jan 24, 2025

Don't Ignore Standout Small Caps in Active Small-Cap ETF FESM

2024 offered significant returns for investors, with the S&P 500 up 23.5% over the last year per YCharts data. Figuring out the right approach to 2025, then, looms as a key task for investors.

ETF Trends • Jan 15, 2025

6 ETFs to Enhance Your Equity Portfolio

While some debate the merits of active versus passive investment, advisors and investors no longer have to choose one over the other. The Fidelity Enhanced ETFs offer the best of both worlds by providing exposures similar to core equity benchmarks but with the benefits of active management.

ETF Trends • Oct 9, 2024