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FESM - ETF AI Analysis

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FESM

Fidelity Enhanced Small Cap ETF (FESM)

Rating:63Neutral
Price Target:
FESM, the Fidelity Enhanced Small Cap ETF, has a solid overall rating largely because several of its biggest holdings—like EnerSys, HealthEquity, Plexus, and Option Care Health—show strong financial performance, positive earnings calls, and supportive technical trends that lift the fund’s quality. At the same time, weaker names such as Oscar Health, which faces profitability and cash flow challenges, and holdings with high leverage or stretched valuations, introduce risk. The main risk factor for the ETF is its exposure to smaller companies with higher debt and valuation concerns, which can make the fund more sensitive to market downturns.
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

FESM’s story is all about U.S. small caps with a tilt toward health care, industrials, and niche tech names. High-flyers like Plexus, Kodiak Gas Services, Griffon, and Tutor Perini have been doing the heavy lifting this year, giving the fund a nice boost despite some recent choppiness. On the flip side, Commercial Metals has been losing steam and Oscar Health’s ride has been mixed, occasionally tugging on returns. Overall, the ETF is diversified across many smaller positions rather than dominated by any single stock or sector giant.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Oscar Health0.77%$49.16M$10.12B69.53%
49
Neutral
Commercial Metals Company0.77%$49.13M$7.43B16.13%
70
Neutral
Kodiak Gas Services, Inc.0.70%$45.01M$6.46B92.03%
68
Neutral
Plexus0.69%$43.88M$6.81B84.95%
75
Outperform
Option Care Health0.67%$42.69M$3.52B-17.56%
73
Outperform
Glaukos0.67%$42.61M$9.87B102.09%
61
Neutral
Healthequity0.65%$41.57M$7.96B4.08%
76
Outperform
Outfront Media0.64%$40.97M$5.04B51.35%
69
Neutral
Tutor Perini0.64%$40.73M$4.69B39.35%
65
Neutral
Phillips Edison & Company0.62%$39.90M$5.42B7.89%
75
Outperform

FESM Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
47.46
Negative
100DMA
46.23
Negative
200DMA
42.64
Positive
Market Momentum
MACD
-0.35
Positive
RSI
38.38
Neutral
STOCH
15.27
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FESM, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 47.35, equal to the 50-day MA of 47.46, and equal to the 200-day MA of 42.64, indicating a neutral trend. The MACD of -0.35 indicates Positive momentum. The RSI at 38.38 is Neutral, neither overbought nor oversold. The STOCH value of 15.27 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for FESM.

FESM Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$6.46B0.28%
63
Neutral
$8.67B0.31%
69
Neutral
$8.34B0.30%
67
Neutral
$3.07B0.25%
66
Neutral
$2.71B0.38%
69
Neutral
$2.45B0.45%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FESM
Fidelity Enhanced Small Cap ETF
46.15
10.45
29.27%
TCAF
T. Rowe Price Capital Appreciation Equity ETF
DFSV
Dimensional US Small Cap Value ETF
AVSC
Avantis U.S Small Cap Equity ETF
PSC
Principal U.S. Small-Cap Multi-Factor ETF
BSVO
EA Bridgeway Omni Small-Cap Value 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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