FFSM ETF Analysis: Fidelity Covington Trust | BATS

Mid-Cap Blend | BATS, USA | Market Cap: 1.350m USD | 12M Return: 34.1% | Charts, Fundamentals & Technical Analysis

Small Cap, Mid Cap, Domestic Stocks, Foreign Stocks
Total Rating 71
Safety 61
Buy Signal 0.16
Mid-Cap Blend
Category Rotation: -8.0
TER: 0.43%
AUM: 1.35B
Avg Turnover: 8.60M
Risk 3d forecast
Volatility17.3%
VaR 5th Pctl3.11%
VaR vs Median-0.38%
Reward TTM
Sharpe Ratio1.43
Rel. Str. IBD68
Rel. Str. Peer Group88.6
Character TTM
Beta1.146
Beta Downside1.160
Hurst Exponent0.489
Drawdowns 3y
Max DD24.78%
CAGR/Max DD0.76
CAGR/Mean DD4.45

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 5.4 years of data

Jan +2.6% 47
Feb -0.7% 10
Mar -1.8% 11
Apr -1.6% 10
May +0.1% 9
Jun +3.1% 10
Jul +5.6% 48
Aug -1.1% 22
Sep -2.6% 44
Oct -2.1% 23
Nov +5.5% 52
Dec -2.3% 21

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: FFSM Fidelity Covington Trust

The Fidelity Covington Trust - Fidelity Fundamental Small-Mid Cap ETF (FFSM) is an actively managed, non-diversified ETF that operates under an exemptive order from the SEC, which exempts it from the requirement to publicly disclose its full portfolio holdings on a daily basis. The fund invests at least 80% of its assets in securities of companies with small to medium market capitalizations, defined as those similar to those in the Russell 2500 Index, an index that tracks U.S. small- and mid-cap equities. It also invests in both domestic and foreign issuers.

Categorized as a Mid-Cap Blend ETF, FFSM employs a blend investment style that combines elements of both growth and value strategies. As a non-diversified fund, it may hold a more concentrated portfolio than diversified funds, which can increase its exposure to individual securities. The fund was launched in February 2021 and is listed on the BATS exchange.

Headlines to Watch Out For
  • Russell 2500 index performance drives underlying holdings
  • Active management outperformance versus passive small-mid cap peers
  • ETF inflows expand AUM and fee revenue base
  • Rising interest rates pressure small cap borrowing costs
What is the price of FFSM shares?

As of July 23, 2026, the stock is trading at USD 37.07 with a total of 202,670 shares traded. Over the past week, the price has changed by +0.71%, over one month by -2.01%, over three months by +5.51% and over the past year by +34.14%.

Current recommended Stop Loss: 36.10 (which is 2.6% or 1.5 ATR below the current price).

Is FFSM a buy, sell or hold?

Fidelity Covington Trust has no consensus analysts rating.