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  5. FCMO: Good morning, Your thoughts on this ETF Any other suggestions Thanks Peter [Fidelity U.S. Momentum Index ETF]
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Q: Good morning,
Your thoughts on this ETF
Any other suggestions
Thanks Peter
Asked by Peter on August 14, 2025
5i Research Answer:

We are big fans of a momentum strategy and this fund has done well. Assets are $937M and fees 0.35%. 5-year annualized is 15.54%, 3 year 24.14% and one year 28.47%. We like its securities holdings and it is well-diversified. It is not all tech like some funds (tech is about 25%, lower than the S&P allocation). We would consider it one of the best momentum focused funds. 

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