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FFSM
+3.04 · +10.37%
$32.32 · BATS

Fidelity® Small-Mid Cap Opportunities ETF (FFSM) ETF Analysis | Mid-Cap Blend

Fidelity Investments · USA
AUM:$1.1B
#– of – in Mid-Cap Blend 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 27.3% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.43% — moderate cost. Consider how fees compound over long holding periods.

What is FFSM?

The fund is an actively managed ETF that operates pursuant to an exemptive order from the Securities and Exchange Commission (Order) and is not required to publicly disclose its complete portfolio holdings each business day. The fund normally invests at least 80% of assets in securities of companies with small to medium market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 2500" Index).

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
FFSM delivered 27.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.43%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 14.9% of the ETF — exposure spread across many positions.
ETF Information
AUM$1.1B
Expense Ratio0.43%
Dividend Yield0.53%
Holdings49
Inception DateFeb 2021
Domicile–
Distribution–
Index–
ProviderFidelity Investments
Beta1.04
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact

How would FFSM affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+7.6%
1Y
+26.5%
3Y
+68.8%
5Y
+57.5%
OpenBook InsightIf you had invested £10,000 in FFSM 5 years ago, it would have grown to £15,746 — a gain of £5,746.

Annual Returns

Calendar year performance

FFSM delivered positive returns in 4 of the last 5 calendar years.
YearFFSM
2026 YTD+17.6%
2025+14.4%
2024+15.1%
2023+18.1%
2022-16.6%
CAGR 4yr+6.7%
4/5 positive yearsAvg return: +9.7%Worst year: -16.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
15.3%
Low
Momentum
+0.6%
30-day change
Support Level
36.61
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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