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FESM - ETF AI Analysis

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FESM

Fidelity Enhanced Small Cap ETF (FESM)

Rating:64Neutral
Price Target:
FESM, the Fidelity Enhanced Small Cap ETF, has a solid overall rating driven mainly by strong holdings like EnerSys (ENS), HealthEquity (HQY), and Phillips Edison (PECO), which show robust financial performance, growth, and generally positive technical trends. Plexus (PLXS) and Kodiak Gas Services (KGS) also support the fund with good fundamentals, though high leverage and valuation concerns in some names, along with weaker spots like Extreme Networks (EXTR) and StoneX Group (SNEX) with profitability and momentum challenges, keep the rating from being higher. The main risk factor is exposure to several holdings with valuation and leverage issues, which could increase volatility if market conditions worsen.
Positive Factors
Strong Recent Performance
The ETF has delivered strong returns so far this year and over the past three months, showing solid recent momentum.
Broad Sector Diversification
Holdings are spread across many sectors, including health care, technology, financials, and industrials, which helps reduce the impact of weakness in any single industry.
Multiple Strong Top Holdings
Most of the top 10 positions have shown strong gains this year, which has supported the fund’s overall performance.
Negative Factors
High U.S. Concentration
The fund is heavily focused on U.S. companies, offering very limited exposure to international markets.
Small-Cap Volatility Risk
Because it targets smaller companies, the ETF may experience larger price swings and be more sensitive to market stress.
Some Lagging Holdings
At least one of the top holdings has shown weak performance this year, which can drag on overall returns if that continues.

FESM vs. SPDR S&P 500 ETF (SPY)

FESM Summary

The Fidelity Enhanced Small Cap ETF (FESM) focuses on smaller U.S. companies, aiming to beat the typical small‑cap market rather than track a set index. It spreads money across many areas of the economy, including health care, technology, and financials. Some of its better-known holdings include Healthequity and Commercial Metals Company. Investors might consider FESM if they want growth potential and diversification through a wide mix of small, often more innovative businesses. However, small-cap stocks can be more volatile than larger companies, so the ETF’s price can move up and down more sharply with the market.
How much will it cost me?The Fidelity Enhanced Small Cap ETF (FESM) has an expense ratio of 0.28%, which means you’ll pay $2.80 per year for every $1,000 invested. This cost is slightly higher than average for ETFs because it uses an actively managed strategy to select small-cap stocks with strong growth potential. Active management typically involves more research and decision-making, which can increase costs.
What would affect this ETF?The Fidelity Enhanced Small Cap ETF (FESM) could benefit from economic growth and innovation in sectors like technology and health care, which make up a significant portion of its holdings. However, small-cap stocks are often more sensitive to economic downturns, interest rate hikes, and market volatility, which could negatively impact the ETF's performance. Additionally, its focus on U.S.-based companies means it may be affected by domestic regulatory changes or shifts in consumer demand.

FESM Top 10 Holdings

This small-cap ETF leans heavily into U.S. health care, tech, and financial names, with a few standout stocks doing much of the heavy lifting. Plexus and ACM Research have been sprinting higher this year, giving the fund a strong tech-flavored tailwind, while WesBanco and Phillips Edison add steady support from regional banking and real estate. On the flip side, EnerSys has recently lost some spark, and Option Care Health has been dragging the fund with weaker momentum. Overall, performance is driven by a concentrated mix of U.S. small-cap innovators and niche financial players.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Commercial Metals Company0.76%$46.40M$7.80B30.46%
70
Neutral
Healthequity0.75%$45.27M$8.46B5.39%
76
Outperform
Oscar Health0.72%$43.94M$9.47B118.36%
49
Neutral
Installed Building Products0.69%$41.99M$6.47B13.46%
74
Outperform
Phillips Edison & Company0.67%$40.75M$6.02B24.32%
75
Outperform
Option Care Health0.63%$38.23M$3.53B-21.90%
73
Outperform
WesBanco0.63%$37.97M$4.03B37.33%
78
Outperform
ACI Worldwide0.63%$37.97M$6.10B37.68%
73
Outperform
EnerSys0.61%$37.33M$6.69B90.40%
79
Outperform
Tutor Perini0.61%$37.31M$4.31B60.92%
65
Neutral

FESM Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
46.40
Positive
100DMA
43.54
Positive
200DMA
40.91
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FESM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 47.22, equal to the 50-day MA of 46.40, and equal to the 200-day MA of 40.91, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FESM.

FESM Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$5.99B0.28%
64
Neutral
$8.17B0.30%
68
Neutral
$7.94B0.18%
73
Outperform
$3.05B0.25%
67
Neutral
$2.48B0.45%
67
Neutral
$2.25B0.38%
70
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FESM
Fidelity Enhanced Small Cap ETF
46.83
15.02
47.22%
DFSV
Dimensional US Small Cap Value ETF
FELC
Fidelity Enhanced Large Cap Core ETF
AVSC
Avantis U.S Small Cap Equity ETF
BSVO
EA Bridgeway Omni Small-Cap Value ETF
PSC
Principal U.S. Small-Cap Multi-Factor ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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