Fidelity Enhanced Small Cap Core ETF

Fidelity Covington Trust · 1 share class

Actively managed U.S. equity ETF
One fund, 1 share class:FESM
$5.78B NAV
786 positions · as of 2026-06-30 · filed 2026-08-24

Fund classification

Classified from what the fund holds · as of 2026 Q2

Fidelity Enhanced Small Cap Core ETF is an actively managed U.S. equity ETF. 29% of FESM’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 91% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
ETF

Fund profile

As filed in the prospectus · 2025 Q4

Fidelity Enhanced Small Cap ETF seeks capital appreciation.

Strategy · summarised

The fund invests at least 80% of assets in common stocks in the Russell 2000 Index, applying a research-driven approach that screens for factors including valuation, growth, and quality to select stocks expected to outperform the index. The fund's selection process means its holdings and weightings will differ from the index constituents and their index weights. A proprietary portfolio construction and risk management framework guides the stock selection alongside the factor-based research.

Expenses
0.28%one share class
Share classExpense ratio
FESM0.28%

Portfolio turnover 73.00% · as of 2025 Q4

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

104.26%
of net assets
Stocks98.10%
Cash & short-term5.50%
Bonds0.61%
Derivatives0.04%

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Financials16.9%
Health Care16.8%
Information Technology16.0%
Industrials15.7%
11 smaller34.5%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
29%of stock holdings in top-quartile growers
covering 91% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 195 new61 exited

Largest new: UST BILLS, UPST, SMTC, CARG, SHAK, HUT, NAVN, VSXY

Largest exited: UTI, TERNS PHARMACEUTICALS INC, SEI, STRA, BKD, VERIS RESIDENTIAL INC, THERMON GROUP HLDGS INC, WGO

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+52.45%
3-year
29 of 36 months
5-year
29 of 60 months
Volatility
16.41%
Worst 3-yr fall
Cumulative return· Dec 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-06-30

Avg coupon
0.00%
Avg maturity
0.21 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

0%
floating
Fixed rate100.0%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y
<1y100.0%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Fidelity Revere Street Trust4.32%$249.99M
Fidelity Revere Street Trust1.18%$68.27M
GUARDANT HEALTH INCGH1.09%$62.88M
MAXLINEAR INCMXL0.96%$55.29M
ACM RESEARCH INCACMR0.90%$52.00M
KULICKE and SOFFA INDUSTRIES INCKLIC0.78%$44.96M
ENERSYSENS0.77%$44.25M
TENABLE HOLDINGS INCTENB0.76%$44.04M
PLEXUS CORPPLXS0.72%$41.43M
KODIAK GAS SERVICES INCKGS0.71%$40.95M
Showing 10 of 786Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 12.17% of net assets, top 25 21.30%, across 781 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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