Fidelity Small-Mid Multifactor ETF

Fidelity Covington Trust · 1 share class

U.S. equity index ETF
One fund, 1 share class:FSMD
$2.37B NAV
598 positions · as of 2026-04-30 · filed 2026-06-26

Fund classification

Classified from what the fund holds · as of 2026 Q2

Fidelity Small-Mid Multifactor ETF is a U.S. equity index ETF that tracks the Fidelity Small-Mid Multifactor Index. 21% of FSMD’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
Index (passive)
Fund type
ETF

Fund profile

As filed in the prospectus · 2025 Q4

Fidelity Small-Mid Multifactor ETF seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity Small-Mid Multifactor Index .

Strategy · summarised

The fund tracks the Fidelity Small-Mid Multifactor Index, which selects small- and mid-cap U.S. stocks ranked by a composite score across four factors: valuation, quality, momentum, and volatility. Holdings are weighted by market capitalization plus an equal sector-level overweight adjustment. Because fund returns depend on the index methodology's factor rankings and weighting scheme, performance will diverge from the broader small- and mid-cap market to the extent those factors drive or lag market returns.

Expenses
0.15%one share class
Share classExpense ratio
FSMD0.15%

Portfolio turnover 38.00% · as of 2025 Q4

Allocation

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

100.81%
of net assets
Stocks99.88%
Cash & short-term0.91%
Derivatives0.01%
Bonds0.01%

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
Industrials21.0%
Information Technology16.9%
Financials15.1%
Health Care10.9%
11 smaller36.1%

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
21%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: 161 new152 exited

Largest new: SNDK, LITE, COHR, RVMD, ATI, MKSI, WCC, AA

Largest exited: RDDT, USFD, EQH, ELS, CPT, BJ, DKS, AR

Return profile

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

1-year
+29.43%
3-year
+60.15%
5-year
+55.77%
Volatility
12.68%
Worst 3-yr fall
-13.42%
Cumulative return· May 2023 – Apr 2026

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-04-30

Avg coupon
0.00%
Avg maturity
0.04 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
SANDISK CORPSNDK2.15%$51.00M
CIENA CORPCIEN1.12%$26.44M
LUMENTUM HOLDINGS INCLITE0.97%$22.93M
COMFORT SYSTEMS USA INCFIX0.95%$22.52M
Fidelity Revere Street Trust0.82%$19.39M
COHERENT CORPCOHR0.76%$17.99M
EMCOR GROUP INCEME0.60%$14.22M
ANGLOGOLD ASHANTI PLC0.59%$13.91M
FLEX LTD0.54%$12.86M
CASEY'S GENERAL STORES INCCASY0.53%$12.44M
Showing 10 of 598Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 9.02% of net assets, top 25 14.92%, across 597 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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