

While healthcare stocks may not always seem the most enticing, they've quietly surged over the last month. The active healthcare tech ETF, FMED, which focuses on industry disruptors, saw its June performance significantly leapfrog its overall YTD numbers.

An aging population is leading to a profound demographic shift known as the “Silver Tsunami.” With more Baby Boomers reaching retirement age, the demand for senior living facilities and medicinal innovation is increasing.

Like many sectors, the healthcare industry is poised for disruption from artificial intelligence (AI) technology, which may create an investment opportunity for the Fidelity Disruptive Medicine ETF (FMED). Marred by regulatory scrutiny and rising costs, the healthcare sector overall has had its fair share of challenges in 2025.

Healthcare has been the worst-performing sector in the S&P 500 this year. But when it comes to unlocking potential capital growth ahead, that may not be all bad news.

Fidelity Investment's suite of disruptive ETFs are designed to capture growth opportunities arising from groundbreaking innovation and transformative technologies.

Fidelity Disruptive Medicine ETF invests in innovative healthcare companies, focusing on sectors like robotic surgery, genomics, and advanced diagnostics, aiming to disrupt traditional medical practices. The ETF employs a bottom-up stock picking approach, benchmarking against the MSCI ACWI Index and MSCI All Country World Healthcare Equal Weighted Index. Based on the results so far, this strategy has been a dud, earning this ETF another Strong Sell rating for this series of ETFs.

Could now be the time to invest in biotech? The space, which performed well in 2020 and 2021, dropped off in the interim amid high interest rates and slowing deal-making.

Thematic investing continues to garner attention at the midyear point on sustained artificial intelligence interest. For advisors and investors looking to diversify their thematic holdings, the Disruptive ETF suite from Fidelity offers strategies cutting across several sectors.
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