Is Fidelity Value Factor ETF (FVAL) a Strong ETF Right Now?

Making its debut on 09/12/2016, smart beta exchange traded fund Fidelity Value Factor ETF (FVAL) provides investors broad exposure to the Style Box - Large Cap Value category of the market.

Zacks Investment Research • Nov 18, 2025

Should Fidelity Value Factor ETF (FVAL) Be on Your Investing Radar?

Launched on September 12, 2016, the Fidelity Value Factor ETF (FVAL) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.

Zacks Investment Research • Nov 17, 2025

FVAL: Value Factor ETFs Are Beating The S&P 500, More Returns Are Ahead

Fidelity Value Factor ETF is rated a buy for its strong returns and systematic stock selection. FVAL outperforms traditional value ETFs like VTV and IVE, leveraging a factor-based strategy and significant exposure to tech and mega-cap stocks. The ETF offers moderate risk, a low expense ratio, healthy dividend growth, and diversified sector exposure, making it suitable for moderate risk-tolerance investors.

Seeking Alpha • Sep 27, 2025

FVAL: A Value ETF Loaded With Growth Stocks

FVAL is a misleading 'value' play. Despite its branding, it holds many of today's most expensive growth stocks, including Nvidia and Tesla. Valuations resemble the dot-com era. With the S&P 500 CAPE ratio above 38 and the fund's top holdings averaging a P/E of over 43, current valuations are historically extreme and risky. Nearly 40% of the Fidelity Value Factor ETF is tied up in just 10 stocks, many of which are priced for perfection and vulnerable to a sentiment shift.

Seeking Alpha • Jul 24, 2025

3 Fidelity ETFs Built for Bear Market Protection and Growth

Bear markets are scary. Most portfolios take a beating when the economy contracts, and it gets really bad for growth investors.

24/7 Wall Street • Jun 23, 2025

Add Value to Client Portfolios With FVAL

Advisors may be able to enhance client portfolios with an allocation to value stocks. An investor may consider the Fidelity Value Factor ETF (FVAL) for exposure to a diversified basket of large- and midcap U.S.

ETF Trends • Jun 2, 2025

FVAL: A High-Tech Value Play With Risky Downside Exposure

Fidelity Value Factor ETF invests in about 130 U.S. large-cap and mid-cap value stocks with a 0.15% expense ratio. FVAL's sector-neutral approach results in high technology exposure, improving growth potential but trailing the S&P 500 long-term. FVAL has outperformed other value funds like VTV and IUSV, but is more vulnerable in market downturns due to lower defensive sector exposure.

Seeking Alpha • Feb 15, 2025

What Quality & Value Factor ETFs Can Bring to Portfolios

Investors' search for financially healthy companies with strong balance sheets might bring them to value and quality factor ETFs. As investors consider factor ETFs such as the Fidelity Value Factor ETF (FVAL) and the Fidelity Quality Factor ETF (FQAL), it's important to fully understand the differences between the two strategies.

ETF Trends • Jan 16, 2025

FVAL: Low Valuation With An Unusual Sector Allocation For A Value Fund

FVAL offers exposure to undervalued large and mid-cap U.S. companies, with significant positions in tech and consumer discretionary sectors, unlike traditional value funds. Despite low valuations, FVAL's volatility is higher than typical value funds, making it less suitable for defensive investing during market downturns. FVAL's growth potential is driven by holdings in mega-cap tech stocks like Microsoft, Nvidia, and Apple, emphasizing innovation and long-term capital gains.

Seeking Alpha • Nov 21, 2024

Value Investing Sliced 4 Different Ways

Many opportunities exist for advisors and investors looking to increase their value allocations or simply diversify their large-cap exposures heading into the end of the year. Fidelity offers value investing in several different strategy types to complement a variety of equity portfolios.

ETF Trends • Nov 20, 2024