ETF Portfolio Builder

This is an educational tool that you can use to create customized ETF portfolios around your investment needs. You can build your own portfolio by choosing from among the universe of ETFs available through Fidelity, or customize one of seven Model Portfolios, which were designed to mimic the performance of certain widely followed indices.

Once you create or customize your portfolio, you can save it or make additional adjustments, track the performance of all your saved portfolios, or place an order to trade one or more ETFs in your saved portfolios.

Note: You must be logged in to save or trade a portfolio.*


Create a new portfolio now or choose one of your saved portfolios
Enter ETF symbols Enter ETF Symbols
Choose at least two ETFs by entering the symbols in the fields below.
Next
Start with your saved portfolios Start with your saved portfolios
Log in* to view your saved portfolios or save and trade
Select a Model Portfolio built around one of the following investment approaches:
Sector Models Sector Models
 
Select a portfolio created around different sectors of the market, such as technology, healthcare or energy.
Capitalization Models Capitalization Models
 
Select a portfolio created around market capitalization, or the size of the companies, contained in the ETF.
Style Models Style Models
 
Select a portfolio created around a specific investment style, such as growth or value.

*It is strongly recommended that you log in or sign in before using the tool.  After you log in or sign in, the portfolio will automatically reset to its original weightings.  If you've adjusted this portfolio, please print or download the data before you continue.

For iShares ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive, long-term marketing program that includes promotion of iShares ETFs and inclusion of iShares funds in certain FBS platforms and investment programs. Additional information about the sources, amounts, and terms of compensation is described in the ETF’s prospectus and related documents. Fidelity may add or waive commissions on ETFs without prior notice. BlackRock and iShares are registered trademarks of BlackRock, Inc. and its affiliates.

Effective September 30, 2013 any eligible iShares ETFs purchased commission-free must be held for a minimum of 30 calendar days or a short-term trading fee will apply.

The Fidelity ETF Portfolio Builder tool (“Tool”) has been provided to help self-directed investors evaluate certain information on Exchange Traded Funds (ETFs) based on their own particular needs and circumstances.  ETFs are entered at the sole discretion of the user, and all model portfolios are provided solely for the convenience of the user by independent companies not affiliated with Fidelity.  Portfolios created using the Tool should not be considered to include every factor that may be necessary for an investor to make a decision to invest in a particular ETF, such as investors’ needs, goals and comfort with risk. Information obtained from the Tool’s use should not be considered investment advice or guidance, an offer of or a solicitation of an offer to buy or sell securities or a recommendation of any particular security or portfolio.  Fidelity does not endorse or adopt any particular investment strategy or approach to screening or evaluating ETFs. Fidelity does not provide any warranties regarding results obtained from use of the Tool.  Users should determine which securities are right for their needs based on their investment objectives, risk tolerance, financial situation and other individual factors and re-evaluate them on a periodic basis.

Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.