Special report: ETFs

Learn more about the world of exchange-traded funds.

For years, investors have poured money into exchange-traded funds (ETFs). A number of companies—including Fidelity—now offer online commission-free ETFs.

In this special report, learn the basics of investing in these securities, some important considerations when purchasing ETFs—including the benefits and risks—several strategies that you can implement, and how they can be used to help construct your portfolio.

ETF strategies

Targeting ETFs

Targeting ETFs Three ways the Fidelity ETF screener can help you find investment opportunities that fit your strategy.

ETF trading tips

ETF trading tips Here’s how to seek the best price for an exchange-traded fund you’re considering.

Shop smart

Index funds and ETFs Shop smart Costs can really vary among seemingly similar passive investments such as ETFs and index funds. Learn how.

Inside ETFs

Inside ETFs Learn the basics—including the benefits and risks—of investing in exchange-traded funds.

Reduce taxes on gains

Tax-loss harvesting using ETFs Got positions in the red after the pullback? Consider harvesting losses using ETFs to reduce taxes.

Mutual fund or ETF?

Mutual fund or ETF Here's what you need to know about each, and some factors to consider when choosing.

How to use ETFs

5 investing strategies Five well-tested strategies using exchange-traded funds for investors and traders to consider.

Timely ETF stories

Demystifying bond ETFs

Demystifying bond ETFs If you like exchange-traded funds and want some of the benefits of bonds, bond ETFs may be an option.

New ETFs

Are you missing out on new ETFs? Sector-focused and emerging-market-themed ETFs top S&P Capital IQ’s recent expert screen.

Five key ETF facts

ETF myths explained Some aspects of ETFs are often misunderstood, especially costs, dividends, and taxes. Get the facts.

ETFs for volatility

Are you nervous about a market decline? Minimum volatility funds are one option if you are concerned about the stock market.

Before investing in any mutual fund or exchange-traded fund, you should consider its investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus, offering circular or, if available, a summary prospectus containing this information. Read it carefully.

Free commission offer applies to online purchases of Fidelity ETFs in a Fidelity brokerage account with a minimum opening balance of $2,500. The sale of ETFs is subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). Fidelity ETFs are subject to a short-term trading fee by Fidelity if held less than 30 days.

ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund.

Exchange traded products (ETPs) are subject to market volatility and the risks of their underlying securities which may include the risks associated with investing in smaller companies, foreign securities, commodities and fixed income investments. Foreign securities are subject to interest rate, currency-exchange rate, economic and political risk all of which are magnified in emerging markets. ETPs that target a small universe of securities, such as a specific region or market sector are generally subject to greater market volatility as well as the specific risks associated with that sector, region or other focus. ETPs which use derivatives, leverage, or complex investment strategies are subject to additional risks. The return of an index ETP is usually different from that of the index it tracks because of fees, expenses and tracking error. An ETP may trade at a premium or discount to its Net Asset Value (NAV) (or indicative value in the case of ETNs). Each ETP has a unique risk profile which is detailed in its prospectus, offering circular or similar material, which should be considered carefully when making investment decisions.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

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