FESM ETF Analysis: Fidelity Enhanced Small Cap | NYSE

Small Blend | NYSE, USA | Market Cap: 5.955m USD | 12M Return: 43.1% | Charts, Fundamentals & Technical Analysis

Small Cap Stocks, US Equities, Common Stocks, Russell 2000 Stocks
Total Rating 77
Safety 58
Buy Signal 0.04
Small Blend
Category Rotation: -7.7
TER: 0.28%
AUM: 5.96B
Avg Turnover: 43.2M
Risk 3d forecast
Volatility19.1%
VaR 5th Pctl3.40%
VaR vs Median-1.05%
Reward TTM
Sharpe Ratio1.76
Rel. Str. IBD74.9
Rel. Str. Peer Group97.4
Character TTM
Beta1.164
Beta Downside1.194
Hurst Exponent0.521
Drawdowns 3y
Max DD26.93%
CAGR/Max DD1.04
CAGR/Mean DD6.07

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 2.6 years of data

Jan +2.3% 33
Feb -3.6% 31
Mar -6.4% 42
Apr +4.2% 0
May +4.3% 33
Jun +3.5% 34
Jul +2.1% -
Aug +6.9% -
Sep +0.3% -
Oct -0.9% -
Nov +4.8% 0
Dec -5.7% 32

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: FESM Fidelity Enhanced Small Cap

FESM is an actively managed ETF that invests primarily in U.S. small-cap equities, holding at least 80% of its assets in stocks included in the Russell 2000 Index, a market capitalization-weighted benchmark maintained by FTSE Russell that tracks the performance of smaller U.S. companies. The funds adviser applies a research-driven, multi-factor approach, evaluating holdings on criteria such as valuation, growth, and quality to identify long-term drivers of stock returns.

Headlines to Watch Out For
  • Russell 2000 small-cap index outperformance drives NAV higher
  • Fed rate cuts lift small-cap valuations across the portfolio
  • Domestic economic growth supports small-cap earnings momentum
What is the price of FESM shares?

As of July 28, 2026, the stock is trading at USD 47.07 with a total of 875,141 shares traded. Over the past week, the price has changed by +0.30%, over one month by -1.65%, over three months by +9.99% and over the past year by +43.12%.

Current recommended Stop Loss: 45.60 (which is 3.1% or 2.1 ATR below the current price).

Is FESM a buy, sell or hold?

Fidelity Enhanced Small Cap has no consensus analysts rating.