The Fidelity Value Factor ETF (FVAL) made its debut on 09/12/2016, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Large Cap Value category of the market.
Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the Fidelity Value Factor ETF (FVAL), a passively managed exchange traded fund launched on September 12, 2016.
For factor investors, there's a massive gap between growth and value stocks that appears to only be widening. As of July 24, 2026, the iShares Russell 1000 Value ETF, which tracks the Russell 1000 Value Index, had returned 18.88% year-to-date (YTD), while the iShares Russell 1000 Growth ETF was down 0.36%.
Fidelity Value Factor ETF earns a 'buy' rating for its strong diversification and well-balanced fundamentals amid anticipated 2026 volatility. FVAL's sector-neutral, value-focused process delivers growth exposure through mega-cap tech leaders, resulting in a 14.48x forward P/E and 0.87x forward PEG ratio. FVAL outperformed IWB in 2025 and offers downside protection, with a 19.25% 3Y EPS CAGR and about 50% overlap with broad market indices.
Making its debut on 09/12/2016, smart beta exchange traded fund Fidelity Value Factor ETF (FVAL) provides investors broad exposure to the Style Box - Large Cap Value category of the market.
Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the Fidelity Value Factor ETF (FVAL) is a passively managed exchange traded fund launched on September 12, 2016.
The Fidelity Value Factor ETF (FVAL) was launched on 09/12/2016, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Value category of the market.
Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the Fidelity Value Factor ETF (FVAL), a passively managed exchange traded fund launched on September 12, 2016.
The Fidelity Value Factor ETF blends a multifactor value approach with neutral sector exposure, closely mirroring broader equity indexes rather than classic value peers. FVAL trades at a 23% P/E discount to the Russell 1000, with a strong technology overweight and diversified large-cap holdings. The ETF has delivered competitive risk-adjusted returns, outperforming peers over five years, though it is more vulnerable in risk-off environments due to its tech tilt.
If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the Fidelity Value Factor ETF (FVAL), a passively managed exchange traded fund launched on September 12, 2016.
Fidelity Value Factor ETF (FVAL) is upgraded to buy, reflecting its defensive positioning amid macroeconomic uncertainty and slowing growth. FVAL's value strategy emphasizes FCF yield and EBITDA/EV, resulting in a tech-heavy portfolio with ~25% in NVDA, AAPL, MSFT, and GOOG. FVAL's performance closely tracks large-cap growth ETFs but with lower volatility, offering growth upside with value-style risk mitigation.
Making its debut on 09/12/2016, smart beta exchange traded fund Fidelity Value Factor ETF (FVAL) provides investors broad exposure to the Style Box - Large Cap Value category of the market.