FIVA: International Stocks Finally Wake Up

(7min)

Summary

  • International developed market stocks are outpacing U.S. stocks in 2025, a rare occurrence since 2014.  Fidelity International Value Factor ETF is outperforming SPDR® S&P 500® ETF this year.
  • FIVA invests in global ex-U.S. value stocks across diversified sectors and market capitalizations.  The analysis aims to determine why FIVA is beating SPY by reviewing holdings, distributions, and portfolio strategy.
  • Since both factor I see that are benefiting FIVA over SPY could end at any time, I gave the ETF a Hold rating.
  • Looking for more investing ideas like this one? Get them exclusively at iREIT®+HOYA Capital. Learn More »

A world globe marked with several national flag pins

Richard Drury

Introduction

I will start with a chart that explains the article's title.

Full data goes back to 1995. Since the start of 2025, international developed market stocks are outpacing U.S. stocks for the first year since 2022, and only third time

Read The Full Report on iREIT®+Hoya

iREIT®+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income, diversification, and inflation hedging. Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.

With a focus on REITs, ETFs, Preferreds, and 'Dividend Champions' across asset classes, members gain complete access to our research and our suite of trackers and portfolios targeting premium dividend yields up to 10%.

iREIT+Hoya Features


This article was written by

8.92K Followers

Retired Investor has been investing since the 1980s and has a background in data analysis and pension fund management. He writes articles to help others prepare for retirement by investing in CEFs, ETFs, BDCs, and REITs. He is a long only investor and shares strategies for trading options with a focus on cash-secured-puts.

He is a contributing author to the investing group iREIT®+HOYA Capital

The group helps investors achieve dependable monthly income, portfolio diversification, and inflation hedging. It provides investment research on REITs, ETFs, closed-end funds, preferreds, and dividend champions across asset classes. It offers income-focused portfolios targeting dividend yields up to 10%.

Learn more

.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of IHDG, HEDJ either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

About FIVA ETF

SymbolLast Price% Chg
Expense Ratio
Div Frequency
Div Rate
Yield
Assets (AUM)
Compare to Peers

More on FIVA

Related Stocks

SymbolLast Price% Chg
FIVA
--