Fidelity Value Factor ETF

FVAL

Market cap $1.18B

The Fidelity Value Factor ETF (FVAL) was launched on 09/12/2016, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Value category of the market.

Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the Fidelity Value Factor ETF (FVAL), a passively managed exchange traded fund launched on September 12, 2016.

Growth stocks that propelled the market in 2025 have raised questions as to whether their current valuations align with their fundamentals. This uncertainty is helping to bring value investing back into the forefront.

A year ago, the Fidelity Blue Chip Growth ETF (FBCG) was named ETF of the Week. It may be even more relevant today, given the questionable valuations in certain large-cap growth companies.

The Fidelity Value Factor ETF blends a multifactor value approach with neutral sector exposure, closely mirroring broader equity indexes rather than classic value peers. FVAL trades at a 23% P/E discount to the Russell 1000, with a strong technology overweight and diversified large-cap holdings. The ETF has delivered competitive risk-adjusted returns, outperforming peers over five years, though it is more vulnerable in risk-off environments due to its tech tilt.

If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the Fidelity Value Factor ETF (FVAL), a passively managed exchange traded fund launched on September 12, 2016.

Don't look now, but markets may be poised for a value rotation. Each year, market uncertainty sees headlines and narratives about a potential value rotation grow.

Fidelity Value Factor ETF (FVAL) is upgraded to buy, reflecting its defensive positioning amid macroeconomic uncertainty and slowing growth. FVAL's value strategy emphasizes FCF yield and EBITDA/EV, resulting in a tech-heavy portfolio with ~25% in NVDA, AAPL, MSFT, and GOOG. FVAL's performance closely tracks large-cap growth ETFs but with lower volatility, offering growth upside with value-style risk mitigation.

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.

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.