(FELV) Fidelity Covington Trust - Overview

ETF Category: Large Value | Exchange: NYSE ARCA (USA) | Market Cap: 3.020m USD | Total Return: 28.2% in 12m

Large-Cap Stocks, Value Equities, Index Tracking
Total Rating 70
Safety 63
Buy Signal 0.16
Large Value
Category Rotation: +6.3
TER: 0.18%
AUM: 3.02B
Avg Turnover: 4.37M
Risk 3d forecast
Volatility11.0%
VaR 5th Pctl1.98%
VaR vs Median-0.01%
Reward TTM
Sharpe Ratio2.11
Rel. Str. IBD64
Rel. Str. Peer Group71.3
Character TTM
Beta0.718
Beta Downside0.749
Hurst Exponent0.454
Drawdowns 3y
Max DD16.08%
CAGR/Max DD1.34
CAGR/Mean DD10.32

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: FELV Fidelity Covington Trust

FELV is an exchange-traded fund that primarily invests in large-cap U.S. equities. The fund maintains a mandate to allocate at least 80% of its assets to common stocks within the Russell 1000 Value Index, utilizing a market capitalization-weighted strategy to track the performance of established value-oriented companies.

The investment advisor employs a research-driven methodology to select securities based on fundamental drivers such as valuation, earnings growth, and quality metrics. The large-cap value sector typically includes mature companies in industries like financials, healthcare, and industrials that trade at lower price-to-earnings ratios relative to the broader market. These firms often prioritize capital preservation and dividend distributions over aggressive expansion.

Investors can further evaluate these fundamental metrics by reviewing the detailed analytics available on ValueRay. This systematic approach aims to capture long-term returns by identifying undervalued assets with sustainable business models.

Headlines to Watch Out For
  • Performance of large-cap value stocks relative to growth sectors
  • Russell 1000 Value Index constituent earnings and dividend growth
  • Federal Reserve interest rate policy impact on financial and industrial valuations
  • Management execution of research-driven factor selection for alpha generation
  • Inflows to low-cost passive and factor-based exchange traded funds
What is the price of FELV shares?

As of May 26, 2026, the stock is trading at USD 38.95 with a total of 91,300 shares traded.
Over the past week, the price has changed by +1.80%, over one month by +4.70%, over three months by +6.36% and over the past year by +28.24%.

Is FELV a buy, sell or hold?

Fidelity Covington Trust has no consensus analysts rating.