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FDWM ETF — Holdings & Analysis

The Fidelity Women's Leadership ETF (FDWM) seeks to invest in companies that prioritize and advance women’s leadership and development. With an expense ratio of 0.62%, FDWM offers exposure to companies demonstrating a commitment to gender diversity. The fund has $0.00B in assets under management and a dividend yield of 0.52%. Its top holdings include well-known technology and financial services companies, reflecting a focus on sectors with strong female leadership representation.

FIDELITY WOMENS LEADERSHIP ETF (FDWM) ETF — Price, Holdings & Analysis

The Fidelity Women's Leadership ETF (FDWM) seeks to invest in companies that prioritize and advance women’s leadership and development. With an expense ratio of 0.62%, FDWM offers exposure to companies demonstrating a commitment to gender diversity. The fund has $0.00B in assets under management and a dividend yield of 0.52%. Its top holdings include well-known technology and financial services companies, reflecting a focus on sectors with strong female leadership representation.

ETF Overview

Invests in companies that prioritize and advance women’s leadership and development.
The Fidelity Women's Leadership ETF (FDWM) aims to provide investors with exposure to companies that champion women's leadership and development. This is achieved by investing in companies that exhibit a commitment to gender diversity within their organizational structure. FDWM's portfolio comprises 96 holdings, with a significant allocation to the Technology sector (30.4%), followed by Consumer Cyclical (14.8%) and Financial Services (13.7%). The fund's top holdings include major technology players such as NVIDIA Corp (7.89%), Apple Inc (7.03%), and Microsoft Corp (6.88%), alongside other prominent companies like Alphabet Inc Class C (4.53%) and Amazon.com Inc (4.30%). This targeted approach allows investors to potentially support companies actively promoting gender equality while participating in the growth of diverse sectors. The fund's focus is primarily on US-based companies, with 95.5% of its holdings concentrated in the United States.

Risk Metrics

FDWM carries several risks inherent to its investment strategy. With 30.4% of its assets allocated to the Technology sector, the fund is susceptible to sector-specific downturns. Its beta of 1.12 indicates that it is more volatile than the broader market. The fund's expense ratio of 0.62% is higher than some broad market equity ETFs, which can create a drag on performance over time, especially in periods of lower returns. Additionally, the concentration in top holdings, such as NVIDIA Corp (7.89%) and Apple Inc (7.03%), means that the performance of these individual companies can significantly impact the overall fund performance. Investors should also consider the potential for fluctuations in dividend yield, which can affect the overall return profile. Past performance does not guarantee future results.

Expense Ratio

0.62%

Top Holdings

Sector Allocation

  • Technology: 30.4%
  • Consumer Cyclical: 14.8%
  • Financial Services: 13.7%
  • Healthcare: 12.6%
  • Industrials: 10.6%
  • Communication Services: 7.5%
  • Consumer Defensive: 5.1%
  • Real Estate: 2.5%
  • Energy: 1.6%
  • Utilities: 0.9%
  • Basic Materials: 0.2%
  • United States: 95.5%
  • United Kingdom: 1.7%
  • Ireland: 1.7%
  • Netherlands: 1.2%

Dividend Yield

0.52%
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Risk Metrics

  • Beta: 1.12

Questions & Answers

What is FDWM and what does it track?

FDWM, or the Fidelity Women's Leadership ETF, is an exchange-traded fund that invests in companies that prioritize and advance women’s leadership and development. The fund aims to provide exposure to companies demonstrating a commitment to gender diversity within their organizational structure. FDWM's portfolio comprises 96 holdings across various sectors, with a significant allocation to Technology, Consumer Cyclical, and Financial Services. The fund's investment strategy focuses on identifying and investing in companies that actively promote and support women in leadership roles.

What is the expense ratio for FDWM?

The expense ratio for FDWM is 0.62%. This means that for every $10,000 invested in the fund, $62 is deducted annually to cover operating expenses. While this expense ratio provides access to a specific investment strategy focused on women's leadership, it's important to note that it is higher than some broad market equity ETFs, where expense ratios can be as low as 0.03%. this may be worth researching cost when evaluating the potential returns of FDWM.

What are the top holdings in FDWM?

The top holdings in FDWM include some of the most prominent companies in the market. As of 2026-03-15, the top three holdings are NVIDIA Corp (7.89%), Apple Inc (7.03%), and Microsoft Corp (6.88%). Other significant holdings include Alphabet Inc Class C (4.53%) and Amazon.com Inc (4.30%). These companies represent a significant portion of the fund's assets and reflect its focus on technology and growth-oriented sectors. The performance of these top holdings can significantly impact the overall performance of FDWM.

Is FDWM a good long-term investment?

FDWM's suitability as a long-term investment depends on an individual investor's goals, risk tolerance, and investment horizon. The fund offers exposure to companies that prioritize women's leadership, which aligns with ESG investing principles. However, its expense ratio of 0.62% and beta of 1.12 should be considered. The fund's sector allocation, with a significant weighting in Technology, also influences its risk and return profile. Past performance does not guarantee future results, and investors should conduct thorough research before making any investment decisions.

How does FDWM compare to similar ETFs?

FDWM differentiates itself through its specific focus on companies that prioritize women's leadership and development. While other ESG-focused ETFs may consider gender diversity as one of many factors, FDWM makes it the primary focus. The fund's expense ratio of 0.62% may be higher than some broader ESG ETFs. As of 2026-03-15, FDWM has $0.00B in assets under management, which may be smaller than some more established ESG or broad market ETFs. Investors should compare FDWM's performance, holdings, and expense ratio against other ESG and diversity-focused ETFs to determine the best fit for their portfolio.

Does FDWM pay dividends?

Yes, FDWM does pay dividends. As of 2026-03-15, the fund has a dividend yield of 0.52%. This means that for every $100 invested in FDWM, investors can expect to receive $0.52 in dividend payments annually. The dividend yield can fluctuate based on the performance of the underlying holdings and the fund's distribution policy. Investors seeking income may find this dividend yield attractive, although it is important to consider it in the context of the fund's overall investment strategy and risk profile.