Skip to content
Beacon

FSMOFidelity Small-Mid Cap Opportunities ETF

Grow my money#656 of 2944 for Grow my money

The fund is an actively managed ETF that operates pursuant to an exemptive order from the Securities and Exchange Commission (Order) and is not required to publicly disclose its complete portfolio holdings each business day. The fund normally invests at least 80% of assets in securities of companies with small to medium market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 2500™ Index). It invests in domestic and foreign issuers. The fund is non-diversified.

Fidelity Investments · Since 2021 (5 years)

Annual Cost

0.43%

#1969 out of 5,332 ETFs

Fund Size

$1.0B

#991 out of 5,332 ETFs

Dividend Yield

0.54%

Track Record

5 years

#2351 out of 5,332 ETFs

Performance

1 Year

+45.1%

3 Years

+21.4%

5 Years

+10.0%

What's inside

Asset class
equity
Strategy
active selection
Cap
smid

Asset allocation

Stocks
99.4%
Cash
0.6%

Sector breakdown

Industrials
23.8%
Financial Services
15.7%
Technology
15.4%
Consumer Cyclical
12.1%
Healthcare
11.8%
Real Estate
5.6%
Energy
4.9%
Consumer Defensive
3.9%
Other
6.9%

Top holdings

Lumentum Holdings IncLITE2.0%
TechnipFMC PLCFTI1.8%
Somnigroup International IncSGI1.8%
FabrinetFN1.6%
US Foods Holding CorpUSFD1.3%
IES Holdings IncIESC1.3%
ITT IncITT1.3%
Universal Health Services Inc Class BUHS1.3%
FirstCash Holdings IncFCFS1.2%
Jones Lang LaSalle IncJLL1.2%

Risk profile

Volatility (1Y)

18.1%

Moderate

Max drawdown

-26.7%

Worst peak-to-trough loss

Sharpe (3Y)

0.92

Decent risk-adjusted returns

Sortino (3Y)

1.38

Good downside protection

Similar ETFs

FFSM

Fidelity Covington Trust - Fidelity Fundamental Small-Mid Cap ETF

TER —3Y +21.7%
Grow my money

FESM

Fidelity Enhanced Small Cap ETF

TER 0.28%3Y N/A
Grow my money

FMDE

Fidelity Enhanced Mid Cap ETF

TER 0.23%3Y N/A
Grow my money

Data updated on 2026-05-05