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Fidelity - No Cost iShares ETFs

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Plan was created by bmurphy on 1/30/2013.
Number of Followers: 19


COMMENTS plan comments help
comment plan bmurphy 3/14/2013 5:27:09 PM
3/14/13 - Fidelity updated their Commission Free iShares ETF list. We've updated the list on our site as well. However, we are missing the following tickers (less than 1yr. data): ITOT, IXUS, IEFA, FM, ISTB, ILTB.

comment plan jbj2020 4/5/2013 4:52:10 PM
Need to update the names of the following funds: SLVP, RING, PICK, VEGI, ITIP, STIP, GOVT, FLOT, EEMV, DVYE, EEME, EEMS, USMV, I would do it myself if the software allowed it. Thanks,

comment plan bmurphy 7/13/2013 12:07:31 PM
Hi jbj2020 - sorry for the late response here. Fund names are passed to us by our data provider...I suspect the right names will be updated in time. We haven't implemented the capability to overwrite names but if this is of interest, we may do so.

comment plan jbj2020 1/8/2014 2:33:37 PM
FM is not a US Mega Cap. Best fit would be Emerging Markets. Calls into question the portfolio recommendations.

comment plan jbj2020 2/5/2014 3:28:44 PM
PFF also not a Emerging Market Bond fund. Is all US Preferred Stock and should have a corresponding index. Not to say that these should not be in the portfolio, but they are giving wrong comparisons.

comment plan bmurphy 5/5/2014 9:14:39 PM
Hi there, sorry for the delayed response but I only saw these comments earlier today! The "Best Fit Index" you're speaking of is a statistical measure representing which of the 52 different global indices we cover the specific funds returns have correlated best with over the past year. Since we don't have a separate index for "Africa & Middle East Emerging Markets" or "Preferred Stocks" our analysis defaults to the best fit amongst the remaining indices used in our service. We expect to further build-out our index list over time, so I suspect many of these issues will go away as well. The "Best Fit Index" (BFI) is not used in the portfolio construction process - instead we rely on each fund's style maps. The style maps (presented in condensed form at the bottom right hand side of each fund page) present a more refined breakdown of the fund's style based on 30 different factors in our risk framework...so, while the BFI is subject to bigger errors, the style mapping should always convey a better overall fit for funds, and provide a better mapping to our portfolio construction process. For example, in our style framework FM looks like a combination of emerging markets (~20%), credit sensitive bonds (~40%) and US stocks (~40% with a tilt towards value). The style map explains about 38% of the past year's movements for the fund's returns. For PFF the style map shows as 78% bonds (predominantly credit sensitive), 4% alternatives (REITs) and 18% US value-oriented stocks. The style weights explain about 53% of PFFs last year's returns. The explanability for both funds (38% and 53%) is modest and I'd expect that to rise substantially when we add indices that better represent some of these sectors - we'll probably add a finer breakdown of international stocks, preferreds, MLPs, etc. in time. Overall I think the portfolio construction picks these securities because they have style exposures to sectors we are biased towards and positive "alpha" versus their respective style maps. So I'm not overly concerned about the BFI misfit.

comment plan jbj2020 5/26/2014 12:09:58 PM
Ok, that was very helpful. Appreciate the feedback on how you use the style maps to construct the portfolio.

comment plan bmurphy 8/13/2014 12:25:23 PM
Adding the following ETFs to the list: IUSV, IUSG, HDV. Missing DGRO & IEUR as they don't yet have a year of historical data to back them up.

comment plan bmurphy 8/13/2014 12:27:41 PM
Added ONEQ to the list. Missing DGRO, IEUR, FDIS, FSTA, FENY, FNCL, FHLC, FIDU, FTEC, FMAT, FCOM, FUTY as there is not one full year of data for these securities as of yet.

comment plan bmurphy 10/22/2015 10:19:49 AM
Added: SHV, IEUR, FDIS, FSTA, FENY, FNCL, FHLC, FIDU, FTEC, FMAT, FCOM, FUTY. Removed: ONEQ, IYR, EEME. Missing: DRGO, ACWV, FREL, FBND, FLTB, FCOR.

comment plan bmurphy 12/9/2015 5:35:19 PM
12/10/15 - the list of no-cost ETFs is exactly correct as of 12/10/15.

comment plan bmurphy 4/18/2016 4:57:13 PM
Plan is exactly correct as of 4/18/16.

comment plan bmurphy 8/10/2016 10:05:36 AM
Removed ITIP from the fund lineup as it will stop trading at the end of August, 2016. Will add IAGG when we have a year's worth of trade data.

comment plan bmurphy 12/1/2016 5:43:30 PM
Fidelity added 6 factor ETFs that will be added in the next year as their trading dictates: FDLO, FDMO, FDRR, FDVV, FQAL, FVAL.

comment plan bmurphy 1/18/2018 12:09:16 PM
Updated plan to include Fidelity Factor ETFs and IWL, removed IDV. Only missing FIDI and FIVA at this time.

comment plan bmurphy 7/7/2018 5:27:21 PM
Plan is missing FDHY, FIDI, FLDR. All else is exactly correct.

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TRANSACTIONS investment options help
The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:



NameTickerActionDate 
Fidel Covington Tr Shs International Value Factor FundFIVAwas added by bmurphy7/7/2018Remove
Fidelity Value Factor ETFFVALwas added by bmurphy1/18/2018Remove
Fidelity Quality Factor ETFFQALwas added by bmurphy1/18/2018Remove
Fidelity Core Dividend ETFFDVVwas added by bmurphy1/18/2018Remove
Fidelity Dividend ETF for Rising RatesFDRRwas added by bmurphy1/18/2018Remove
Fidelity Momentum Factor ETFFDMOwas added by bmurphy1/18/2018Remove
Fidelity Low Volatility Factor ETFFDLOwas added by bmurphy1/18/2018Remove
iShares Russell Top 200 ETFIWLwas added by bmurphy1/18/2018Remove
iShares International Select Dividend ETFIDVwas removed by bmurphy1/18/2018
iShares 0-5 Year Investment Grade Corporate Bond ETFSLQDwas added by bmurphy7/15/2017Remove
iShares 0-5 Year Investment Grade Corporate Bond ETFSLQDwas removed by bmurphy7/15/2017Remove
iShares MSCI BRIC ETFBKFwas removed by bmurphy2/14/2017
iShares Select Dividend ETFDVYwas removed by bmurphy2/14/2017
iShares 1-3 Year International Treasury Bond ETFISHGwas removed by bmurphy2/14/2017
iShares S&P 100 ETFOEFwas removed by bmurphy2/14/2017
iShares MSCI Global Metals & Mining Producers ETFPICKwas removed by bmurphy2/14/2017
iShares MSCI Global Agriculture Producers ETFVEGIwas removed by bmurphy2/14/2017
iShares Emerging Markets Local Currency Bond ETFLEMBwas removed by bmurphy2/14/2017
iShares Emerging Markets Local Currency Bond ETFLEMBwas added by bmurphy2/14/2017
iShares MSCI Global Agriculture Producers ETFVEGIwas added by bmurphy2/14/2017
iShares MSCI Global Metals & Mining Producers ETFPICKwas added by bmurphy2/14/2017
iShares S&P 100 ETFOEFwas added by bmurphy2/14/2017
iShares 1-3 Year International Treasury Bond ETFISHGwas added by bmurphy2/14/2017
iShares Select Dividend ETFDVYwas added by bmurphy2/14/2017
iShares MSCI BRIC ETFBKFwas added by bmurphy2/14/2017
iShares MSCI Global Agriculture Producers ETFVEGIwas removed by bmurphy2/14/2017
iShares MSCI Global Metals & Mining Producers ETFPICKwas removed by bmurphy2/14/2017
iShares S&P 100 ETFOEFwas removed by bmurphy2/14/2017
iShares Emerging Markets Local Currency Bond ETFLEMBwas removed by bmurphy2/14/2017
iShares 1-3 Year International Treasury Bond ETFISHGwas removed by bmurphy2/14/2017
iShares Select Dividend ETFDVYwas removed by bmurphy2/14/2017
iShares MSCI BRIC ETFBKFwas removed by bmurphy2/14/2017
iShares MSCI Global Agriculture Producers ETFVEGIwas added by bmurphy12/1/2016
iShares 0-5 Year Investment Grade Corporate Bond ETFSLQDwas added by bmurphy12/1/2016Remove
iShares MSCI Global Metals & Mining Producers ETFPICKwas added by bmurphy12/1/2016
Fidelity NASDAQ Composite Index Tracking Stock ETFONEQwas added by bmurphy12/1/2016Remove
iShares S&P 100 ETFOEFwas added by bmurphy12/1/2016
iShares Emerging Markets Local Currency Bond ETFLEMBwas added by bmurphy12/1/2016
iShares 1-3 Year International Treasury Bond ETFISHGwas added by bmurphy12/1/2016
iShares Core International Aggregate Bond ETFIAGGwas added by bmurphy12/1/2016Remove
iShares Select Dividend ETFDVYwas added by bmurphy12/1/2016
iShares MSCI EAFE Value ETFEFVwas added by bmurphy12/1/2016Remove
iShares MSCI EAFE Growth ETFEFGwas added by bmurphy12/1/2016Remove
iShares MSCI BRIC ETFBKFwas added by bmurphy12/1/2016
iShares 0-5 Year High Yield Corporate Bond ETFSHYGwas added by bmurphy10/11/2016Remove
iShares 3-7 Year Treasury Bond ETFIEIwas added by bmurphy10/11/2016Remove
iShares Core Total USD Bond Market ETFIUSBwas added by bmurphy10/11/2016Remove
iShares Core MSCI Pacific ETFIPACwas added by bmurphy10/11/2016Remove
iShares Emerging Markets Local Currency Bond ETFLEMBwas removed by bmurphy10/11/2016
iShares S&P 100 ETFOEFwas removed by bmurphy10/11/2016
iShares 1-3 Year International Treasury Bond ETFISHGwas removed by bmurphy10/11/2016
iShares MSCI BRIC ETFBKFwas removed by bmurphy10/11/2016
iShares MSCI Global Metals & Mining Producers ETFPICKwas removed by bmurphy10/11/2016
iShares MSCI Global Agriculture Producers ETFVEGIwas removed by bmurphy10/11/2016
iShares Select Dividend ETFDVYwas removed by bmurphy10/11/2016
iShares TrustITIPwas removed by bmurphy8/10/2016
iShares Core S&P 500 ETFIVVwas added by bmurphy4/18/2016Remove
iShares Core S&P 500 ETFIVVwas removed by bmurphy4/18/2016Remove
Fidelity MSCI Real Estate Index ETFFRELwas added by bmurphy12/9/2015Remove
Fidelity Limited Term Bond ETFFLTBwas added by bmurphy12/9/2015Remove
Fidelity Corporate Bond ETFFCORwas added by bmurphy12/9/2015Remove
Fidelity Total Bond ETFFBNDwas added by bmurphy12/9/2015Remove
iShares Core Dividend Growth ETFDGROwas added by bmurphy12/9/2015Remove
iShares MSCI All Country World Mini VolACWVwas added by bmurphy12/9/2015Remove
Fidelity MSCI Utilities Index ETFFUTYwas added by bmurphy10/22/2015Remove
Fidelity MSCI Telecommunication Services Index ETFFCOMwas added by bmurphy10/22/2015Remove
Fidelity MSCI Materials Index ETFFMATwas added by bmurphy10/22/2015Remove
Fidelity MSCI Information Technology Index ETFFTECwas added by bmurphy10/22/2015Remove
Fidelity MSCI Industrials Index ETFFIDUwas added by bmurphy10/22/2015Remove
Fidelity MSCI Health Care Index ETFFHLCwas added by bmurphy10/22/2015Remove
Fidelity MSCI Financials Index ETFFNCLwas added by bmurphy10/22/2015Remove
Fidelity MSCI Energy Index ETFFENYwas added by bmurphy10/22/2015Remove
Fidelity MSCI Consumer Staples Index ETFFSTAwas added by bmurphy10/22/2015Remove
Fidelity MSCI Consumer Discretionary Index ETFFDISwas added by bmurphy10/22/2015Remove
  was removed by bmurphy10/22/2015
iShares US Real Estate ETFIYRwas removed by bmurphy10/22/2015
Fidelity NASDAQ Composite Index Tracking Stock ETFONEQwas removed by bmurphy10/22/2015Remove
iShares Core MSCI Europe ETFIEURwas added by bmurphy10/22/2015Remove
iShares Short Treasury Bond ETFSHVwas added by bmurphy10/22/2015Remove
Fidelity NASDAQ Composite Index Tracking Stock ETFONEQwas added by bmurphy8/13/2014Remove
iShares Core High Dividend ETFHDVwas added by bmurphy8/13/2014Remove
iShares Core U.S. Growth ETFIUSGwas added by bmurphy8/13/2014Remove
iShares Core U.S. Value ETFIUSVwas added by bmurphy8/13/2014Remove
iShares Core MSCI Total International Stock ETFIXUSwas added by bmurphy9/9/2013Remove
iShares Core S&P Total U.S. Stock Market ETFITOTwas added by bmurphy9/9/2013Remove
iShares Core 1-5 Year USD Bond ETFISTBwas added by bmurphy9/9/2013Remove
iShares Core Long-Term US Bond ETFILTBwas added by bmurphy9/9/2013Remove
iShares Core MSCI EAFE ETFIEFAwas added by bmurphy9/9/2013Remove
iShares MSCI Frontier 100 ETFFMwas added by bmurphy9/9/2013Remove
iShares MSCI Global Silver Miners ETFSLVPwas added by bmurphy3/14/2013Remove
iShares MSCI Global Gold Miners ETFRINGwas added by bmurphy3/14/2013Remove
iShares MSCI Global Metals & Mining Producers ETFPICKwas added by bmurphy3/14/2013
iShares MSCI Global Agriculture Producers ETFVEGIwas added by bmurphy3/14/2013
iShares Emerging Markets Local Currency Bond ETFLEMBwas added by bmurphy3/14/2013
iShares TrustITIPwas added by bmurphy3/14/2013
iShares International Treasury Bond ETFIGOVwas added by bmurphy3/14/2013Remove
iShares 1-3 Year International Treasury Bond ETFISHGwas added by bmurphy3/14/2013
iShares New York Muni Bond ETFNYFwas added by bmurphy3/14/2013Remove
iShares Short-Term National Muni Bond ETFSUBwas added by bmurphy3/14/2013Remove
iShares California Muni Bond ETFCMFwas added by bmurphy3/14/2013Remove
iShares MBS ETFMBBwas added by bmurphy3/14/2013Remove
iShares Agency Bond ETFAGZwas added by bmurphy3/14/2013Remove
iShares GNMA Bond ETFGNMAwas added by bmurphy3/14/2013Remove
iShares 0-5 Year TIPS Bond ETFSTIPwas added by bmurphy3/14/2013Remove
iShares 20+ Year Treasury Bond ETFTLTwas added by bmurphy3/14/2013Remove
iShares 7-10 Year Treasury Bond ETFIEFwas added by bmurphy3/14/2013Remove
iShares 1-3 Year Treasury Bond ETFSHYwas added by bmurphy3/14/2013Remove
iShares Core U.S. Treasury Bond ETFGOVTwas added by bmurphy3/14/2013Remove
iShares Floating Rate Bond ETFFLOTwas added by bmurphy3/14/2013Remove
iShares Intermediate Government/Credit Bond ETFGVIwas added by bmurphy3/14/2013Remove
iShares International Developed Real Estate ETFIFGLwas added by bmurphy3/14/2013Remove
iShares Edge MSCI Min Vol Emerging Markets ETFEEMVwas added by bmurphy3/14/2013Remove
iShares Edge MSCI Min Vol EAFE ETFEFAVwas added by bmurphy3/14/2013Remove
iShares Emerging Markets Dividend ETFDVYEwas added by bmurphy3/14/2013Remove
iShares MSCI China ETFMCHIwas added by bmurphy3/14/2013Remove
  was added by bmurphy3/14/2013
iShares MSCI BRIC ETFBKFwas added by bmurphy3/14/2013
iShares Latin America 40 ETFILFwas added by bmurphy3/14/2013Remove
iShares India 50 ETFINDYwas added by bmurphy3/14/2013Remove
iShares MSCI Emerging Markets Small-Cap ETFEEMSwas added by bmurphy3/14/2013Remove
iShares Core MSCI Emerging Markets ETFIEMGwas added by bmurphy3/14/2013Remove
iShares MSCI Japan ETFEWJwas added by bmurphy3/14/2013Remove
iShares MSCI All Country Asia ex Japan ETFAAXJwas added by bmurphy3/14/2013Remove
iShares Europe ETFIEVwas added by bmurphy3/14/2013Remove
iShares Edge MSCI Min Vol USA ETFUSMVwas added by bmurphy3/14/2013Remove
iShares US Preferred Stock ETFPFFwas added by bmurphy3/14/2013Remove
iShares Micro-Cap ETFIWCwas added by bmurphy3/14/2013Remove
iShares S&P 100 ETFOEFwas added by bmurphy3/14/2013
iShares MSCI ACWI ex US ETFACWXwas removed by bmurphy3/14/2013
iShares MSCI Emerging Markets ETFEEMwas removed by bmurphy3/14/2013
iShares MSCI EAFE ETFEFAwas removed by bmurphy3/14/2013
iShares Russell 2000 Growth ETFIWOwas removed by bmurphy3/14/2013
iShares Russell 2000 ETFIWMwas removed by bmurphy3/14/2013
iShares Russell 2000 Value ETFIWNwas removed by bmurphy3/14/2013
iShares Russell 1000 Growth ETFIWFwas removed by bmurphy3/14/2013
iShares Russell 3000 ETFIWVwas removed by bmurphy3/14/2013
iShares Russell 1000 ETFIWBwas removed by bmurphy3/14/2013
iShares Russell 1000 Value ETFIWDwas removed by bmurphy3/14/2013
iShares S&P Mid-Cap 400 Growth ETFIJKwas added by bmurphy1/30/2013Remove
iShares S&P Mid-Cap 400 Value ETFIJJwas added by bmurphy1/30/2013Remove
iShares National Muni Bond ETFMUBwas added by bmurphy1/30/2013Remove
iShares Core S&P Small-Cap ETFIJRwas added by bmurphy1/30/2013Remove
iShares S&P Small-Cap 600 Growth ETFIJTwas added by bmurphy1/30/2013Remove
iShares S&P Small-Cap 600 Value ETFIJSwas added by bmurphy1/30/2013Remove
iShares Russell 2000 Growth ETFIWOwas added by bmurphy1/30/2013
iShares Russell 2000 Value ETFIWNwas added by bmurphy1/30/2013
iShares Russell 3000 ETFIWVwas added by bmurphy1/30/2013
iShares Core S&P 500 ETFIVVwas added by bmurphy1/30/2013Remove
iShares S&P 500 Growth ETFIVWwas added by bmurphy1/30/2013Remove
iShares S&P 500 Value ETFIVEwas added by bmurphy1/30/2013Remove
iShares Core S&P Mid-Cap ETFIJHwas added by bmurphy1/30/2013Remove
iShares MSCI Emerging Markets ETFEEMwas added by bmurphy1/30/2013
iShares Russell 1000 ETFIWBwas added by bmurphy1/30/2013
iShares Russell 1000 Growth ETFIWFwas added by bmurphy1/30/2013
iShares Russell 1000 Value ETFIWDwas added by bmurphy1/30/2013
iShares Russell 2000 ETFIWMwas added by bmurphy1/30/2013
iShares iBoxx $ High Yield Corporate Bond ETFHYGwas added by bmurphy1/30/2013Remove
iShares JP Morgan USD Emerging Markets Bond ETFEMBwas added by bmurphy1/30/2013Remove
iShares MSCI ACWI ETFACWIwas added by bmurphy1/30/2013Remove
iShares MSCI ACWI ex US ETFACWXwas added by bmurphy1/30/2013
iShares MSCI EAFE ETFEFAwas added by bmurphy1/30/2013
iShares MSCI EAFE Small-Cap ETFSCZwas added by bmurphy1/30/2013Remove
iShares International Select Dividend ETFIDVwas added by bmurphy1/30/2013
iShares Select Dividend ETFDVYwas added by bmurphy1/30/2013
iShares US Real Estate ETFIYRwas added by bmurphy1/30/2013
iShares iBoxx $ Investment Grade Corporate Bond ETFLQDwas added by bmurphy1/30/2013Remove
US Cash / Money MarketUSCASHwas added by bmurphy1/30/2013Remove
iShares Core U.S. Aggregate Bond ETFAGGwas added by bmurphy1/30/2013Remove
iShares TIPS Bond ETFTIPwas added by bmurphy1/30/2013Remove
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