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How the ETF Wrapper Unlocks Energy Stocks in FENY

To say it’s been an interesting year for energy stocks is an understatement, yet for many investors, performance has remained remarkably consistent. While volatile energy costs significantly impact the broader economy and the AI hyperscalers driving current growth, investors seeking sector exposure in this landscape may want to consider strategies like the Fidelity MSCI Energy Index ETF (FENY A+).Key Takeaways: The energy stocks landscape has faced upheaval this year amid ongoing conflict. FENY has performed well in this volatile landscape, outperforming its ETF Database Category average with a 34.7% YTD return. FENY charges an 8 basis point fee to track the MSCI USA IMI Energy Index. The strategy may serve as a tack-on option, and with increased flexibility and liquidity afforded by the ETF wrapper, it allows investors to adjust sector exposure on demand. See more: Fidelity, Invesco Leaders on Opportunities in the Second Half Compared to mutual funds, ETFs offer additional key advantages such as improved transparency and fewer taxable events — making (FENY A+) a notable consideration for tactical satellite allocations.FENY's Performance: Energy Stocks DeliverThe fund has performed well amid this year’s energy volatility. According to ETF Database data, (FENY A+) returned 43.6% over the last 12 months, outperforming the Energy Equities category average of 39.6%. The fund continues to deliver for investors in 2026, posting a 34.7% YTD return and outstripping its category average, driven in part by an 11.1% surge in the last month. What role can FENY play in investor portfolios? Investors looking to hedge rising energy costs can seamlessly add FENY as a satellite position and adjust exposure as needed. Overall, it offers a strong, adaptable vehicle for navigating energy market volatility. For more news, information, and analysis, visit the ETF Investing Content Hub. Fidelity Investments® is an independent company unaffiliated with VettaFi LLC (“VettaFi”). These articles do not form any kind of legal partnership, agency affiliation, or similar relationship between VettaFi and Fidelity Investments, nor is such a relationship created or implied by the articles herein. VettaFi LLC is the author and owner of these articles. 1272481.1.0

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