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FDMO
+4.99 · +6.22%
$85.26 · NYSE ARCA

Fidelity® Momentum Factor ETF (FDMO) ETF Analysis | Large Growth

Fidelity Investments · United States
AUM:$781.6M
#– of – in Large Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 16.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.15% — among the lowest available for this category.

What is FDMO?

The fund normally invests at least 80% of assets in securities included in the Fidelity U. Momentum Factor Index", which is designed to reflect the performance of stocks of large and mid-capitalization U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
FDMO delivered 16.7% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.15% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 39.8% of the ETF — a moderate level of name concentration.
ETF Information
AUM$781.6M
Expense Ratio0.15%
Dividend Yield0.60%
Holdings49
Inception DateSept 2016
DomicileUnited States
DistributionNA
Index–
ProviderFidelity Investments
Beta1.16
CategoryLarge Growth
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+11.7%
1Y
+17.7%
3Y
+95.1%
5Y
+89.9%
OpenBook InsightIf you had invested £10,000 in FDMO 5 years ago, it would have grown to £18,993 — a gain of £8,993.

Annual Returns

Calendar year performance

FDMO delivered positive returns in 4 of the last 5 calendar years.
YearFDMO
2026 YTD+11.2%
2025+21.0%
2024+34.4%
2023+25.7%
2022-19.6%
CAGR 4yr+13.2%
4/5 positive yearsAvg return: +14.6%Worst year: -19.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
19.5%
Low
Momentum
+1.3%
30-day change
Support Level
93.33
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.
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