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FSMDFidelity Small-Mid Multifactor ETF

Grow my money#279 of 2944 for Grow my money

Seeks to provide investment returns that correspond to the performance of the Fidelity Small-Mid Multifactor Index.

Fidelity Investments · Since 2019 (7 years)

Annual Cost

0.15%

#583 out of 5,332 ETFs

Fund Size

$2.1B

#632 out of 5,332 ETFs

Dividend Yield

1.37%

Track Record

7 years

#1906 out of 5,332 ETFs

Performance

1 Year

+29.4%

3 Years

+17.9%

5 Years

+9.0%

What's inside

Asset class
Strategy
index tracking
Cap
smid
Factor
multifactor

Asset allocation

Stocks
99.9%
Cash
1.3%

Sector breakdown

Industrials
20.5%
Technology
16.0%
Financial Services
15.5%
Healthcare
12.4%
Consumer Cyclical
11.7%
Real Estate
6.3%
Energy
4.8%
Basic Materials
4.2%
Other
8.6%

Top holdings

SanDisk Corp Ordinary SharesSNDK1.4%
Ciena CorpCIEN0.9%
Lumentum Holdings IncLITE0.8%
Comfort Systems USA IncFIX0.8%
Anglogold Ashanti PLCAU0.7%
Coherent CorpCOHR0.6%
EMCOR Group IncEME0.5%
TechnipFMC PLCFTI0.5%
Tapestry IncTPR0.5%

Risk profile

Volatility (1Y)

15.6%

Moderate

Max drawdown

-40.7%

Worst peak-to-trough loss

Sharpe (3Y)

0.83

Decent risk-adjusted returns

Sortino (3Y)

1.25

Good downside protection

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Data updated on 2026-05-05