FEMV - ETF AI Analysis
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Fidelity Enhanced Mid Cap Value ETF (FEMV)
FEMV, the Fidelity Enhanced Mid Cap Value ETF, has an overall rating that suggests it is a solid but not flawless choice for investors seeking mid-cap value exposure. Strong holdings like Ametek and State Street, which benefit from robust financial performance, positive earnings calls, and supportive technical trends, help lift the fund’s quality. However, names such as Hewlett Packard Enterprise and Kinder Morgan, where profitability, valuation, or bearish technical signals raise some concerns, slightly weigh on the rating, and investors should be aware of the mixed technical and valuation risks across several holdings.
FEMV vs. SPDR S&P 500 ETF (SPY)
- AUM
- 6.86M
- Region
- North America
- Expense Ratio
- 0.23%
- Beta
- 0.32
- Issuer
- Fidelity
- Inception Date
- Apr 28, 2026
- Dividend Yield
- 0.58%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
FEMV Summary
Fidelity Enhanced Mid Cap Value ETF (FEMV) is an actively managed fund that focuses on mid-sized U.S. companies chosen from the Russell Midcap Value universe. It looks for firms whose stocks appear reasonably priced, often with solid cash flows or dividends, across many sectors like financials, industrials, and technology. Well-known holdings include Hewlett Packard Enterprise and Marathon Petroleum. Someone might invest in FEMV to add diversification and potential long-term growth from mid-sized companies without betting only on large caps. A key risk is that mid-cap and value stocks can be more volatile and may rise or fall with overall market cycles.
How much will it cost me?
This ETF has an expense ratio of 0.23%, which means you’ll pay about $2.30 per year for every $1,000 you invest. That’s slightly higher than the cost of a typical passive index ETF because this fund is actively managed, with managers choosing stocks in an effort to outperform the market.
What would affect this ETF?
This U.S.-focused ETF could benefit if the economy grows steadily, interest rates stabilize or fall, and demand stays strong for technology, industrial, and energy companies, which make up a large share of its holdings. On the other hand, a U.S. slowdown, rising rates that pressure mid-sized and financial firms, or poor stock selection by the active manager could hurt performance, especially given its concentration in specific sectors and value-style stocks.
FEMV Top 10 Holdings
FEMV’s story right now is driven by a mix of rising health care and tech names and a few industrial and energy laggards. Illumina and Hewlett Packard Enterprise have been climbing steadily, giving the fund a lift from the U.S. mid-cap growth-and-innovation crowd, while IQVIA and Agilent add more health care and life-science momentum. On the flip side, Ford is losing steam and Kinder Morgan’s momentum looks mixed, acting as mild brakes on performance. Overall, the ETF is solidly U.S.-focused with diversified sector exposure but a noticeable tilt toward industrials, financials, and tech-related value plays.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MPC | Marathon Petroleum | 1.20% | $82.18K | $131.42B | 143.60% | 66Neutral |
 ALL | Allstate | 1.16% | $79.47K | $63.19B | 33.02% | 74Outperform |
 NUE | Nucor | 1.07% | $73.22K | $59.33B | 88.85% | 74Outperform |
 KMI | Kinder Morgan | 1.06% | $72.18K | $74.75B | 22.35% | 68Neutral |
 PSX | Phillips 66 | 1.05% | $71.88K | $116.13B | 116.61% | 73Outperform |
 AME | Ametek | 1.04% | $70.74K | $56.71B | 29.13% | 79Outperform |
 A | Agilent | 1.00% | $67.99K | $48.78B | 19.21% | 73Outperform |
 LHX | L3Harris Technologies | 0.97% | $66.42K | $46.32B | -12.02% | 70Neutral |
 HPE | Hewlett Packard Enterprise | 0.97% | $66.35K | $77.22B | 140.23% | 68Neutral |
 OXY | Occidental Petroleum | 0.96% | $65.81K | $62.68B | 49.77% | 67Neutral |
FEMV Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FEMV, the sentiment is Positive. The current price of 27.48 is above the 20-day moving average (MA) of 26.83, above the 50-day MA of 27.15, and compared to the 200-day MA of , indicating a neutral trend. The MACD of 0.10 indicates Negative momentum. The RSI at 62.48 is Neutral, neither overbought nor oversold. The STOCH value of 96.56 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FEMV.
FEMV Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| FEMV | $27.49 | $29.00(5.51% Upside) | $6.86M | 0.23% | 69Neutral |
 KMID | $24.38 | $28.97(18.83% Upside) | $52.11M | 0.80% | 72Outperform |
 TSCM | $18.56 | $26.02(40.21% Upside) | $42.78M | 0.55% | 69Neutral |
 EPMV | $25.78 | $30.95(20.06% Upside) | $4.51M | 0.88% | 70Neutral |
 AEMV | $20.31 | $22.08(8.72% Upside) | $2.02M | 0.38% | 72Outperform |
 HWMV | $25.99 | $28.76(10.67% Upside) | $511.45K | 0.94% | 62Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| FEMV | Fidelity Enhanced Mid Cap Value ETF | 27.48 | 2.56 | 10.26% | |
| KMID | Virtus KAR Mid-Cap ETF | 24.38 | -0.42 | -1.71% | |
| TSCM | TimesSquare Quality Mid Cap Growth ETF | 18.55 | -1.39 | -6.97% | |
| EPMV | Harbor Mid Cap Value ETF | 25.78 | 3.57 | 16.09% | |
| AEMV | Harbor AlphaEdge Mid Cap Value ETF | 20.31 | 0.28 | 1.42% | |
| HWMV | Hotchkis & Wiley Mid-Cap Value Fund ETF | 25.99 | 1.13 | 4.53% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.