FEPY

Fidelity

Fidelity Equity Premium Yield ETF

U.S. Equity CAD
Price: $27.72
YTD: 0.33%
MER: 0.44%

Data as of: Feb. 11, 2026

MER
0.44%
Management Fee
Yield
8.96%
Distribution Yield
Price
$27.72
Current Price
Holdings
Total Securities
Inception
Sep 2024
Fund Launch

Fund Details

Provider Fidelity
Category U.S. Equity
AUM $62,500,000
Exchange TSX
Currency CAD
Distribution Frequency Monthly
Last Distribution
Domicile Canada

Cumulative Returns

Period Return
1 Month -2.14%
3 Months -0.11%
6 Months 9.35%
YTD 0.33%
1 Year 6.63%
3 Years
5 Years
10 Years
Since Inception

Annualized Returns

Period Return
1 Year 6.63%
2 Years
3 Years
5 Years
10 Years
Since Inception 16.94%

Annualized returns represent the average annual return over the period.

Calendar Year Returns

2025
9.80%

Growth of $10,000

Compare with other ETFs
Initial Investment
$
Monthly Contribution
$

TWR = Time-Weighted Return (measures fund performance). MWRR = Money-Weighted Return (measures your personal return including contribution timing). Past performance does not guarantee future results.

Top Holdings

Latest data
# Name Ticker Weight
1
N
NVIDIA CORP
8.21%
2
A
APPLE INC
6.88%
3
M
MICROSOFT CORP
5.27%
4
A
AMAZON.COM INC
4.27%
5
A
ALPHABET INC CL A
3.25%
6
B
BROADCOM INC
3.07%
7
A
ALPHABET INC CL C
2.81%
8
M
META PLATFORMS INC CL A
2.81%
9
F
Fidelity U.S. Money Market In…
2.04%
10
B
BERKSHIRE HATHAWAY INC CL B
1.96%
11
E
ELI LILLY & CO
1.63%
12
J
JPMORGAN CHASE & CO
1.58%
13
T
TESLA INC
1.57%
14
M
MASTERCARD INC CL A
1.22%
15
A
ABBVIE INC
1.15%

Showing top 15 holdings

Geographic Allocation

1
Cash & Net Other Assets 98.1%
2
United States 1.9%

Sector Allocation

1
Information Technology 34.3%
2
Financials 14.8%
3
Communication Services 12.3%
4
Consumer Disc. 10.2%
5
Industrials 10.0%
6
Health Care 8.3%
7
Consumer Staples 2.7%
8
Energy 2.0%
9
Real Estate 2.0%
10
Multi Sector 1.4%