Fidelity Value Factor ETF Shows Promising Growth in 2025

Fidelity Value Factor ETF reports strong growth, with a 21.63% increase in the past year. This performance may positively impact investor sentiment and stock prices within the large-cap value sector.

Date: 08-01-2025

AI Rating: 7

Overview of the Fidelity Value Factor ETF (FVAL)
The Fidelity Value Factor ETF (FVAL), which launched in 2016, provides exposure to large-cap value stocks. The fund, managed by Fidelity, has accumulated assets of over $970.53 million, making it a significant player in its category.

Performance Indicators
FVAL has seen remarkable performance in 2025, adding approximately 1.90% year-to-date and up about 21.63% in the last year. Such strong growth can create a positive view among investors which can drive demand for its shares.

Cost Efficiency
The ETF boasts a low operating expense of 0.16%, enabling it to create value for its investors. This low cost structure, combined with a 12-month trailing dividend yield of 1.57%, suggests favorable income potential, further attracting potential buyers.

Sector Allocation
The ETF's largest sector allocation is Information Technology, accounting for about 30.60% of the portfolio, which indicates a focus on growth-oriented stocks. With top holdings including Nvidia Corp (NVDA), Apple Inc (AAPL), and Microsoft Corp (MSFT), the potential for continued strong performance is evident, making it attractive to growth-oriented investors.

Conclusion
The performance improvement and cost efficiency of FVAL indicate a robust investment vehicle, particularly in the current market context. The substantial historical gains and strategic asset allocation position it favorably for future growth, impacting investor decisions and potentially elevating stock prices in the larger value investment landscape.

Stocks: FVAL NVDA AAPL MSFT