Fund comparison · from official SEC filings
ACIO vs FLCPX: how much do they overlap?
Aptus Collared Investment Opportunity ETF and Fidelity SAI U.S. Large Cap Index Fund
vs
ACIO and FLCPX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
ACIO
FLCPX
N
NVDANVIDIA CORP
7.94%
7.83%
G
GOOGALPHABET INC-CL C
6.59%
2.88%
A
AAPLAPPLE INC
6.52%
6.43%
M
MSFTMICROSOFT CORP
4.95%
4.89%
A
AMZNAMAZON.COM INC
4.24%
4.18%
A
AVGOBROADCOM INC
3.24%
3.19%
M
METAMETA PLATFORMS INC-CLASS A
2.19%
2.16%
C
CATCATERPILLAR INC
1.98%
0.67%
T
TSLATESLA INC
1.77%
1.73%
V
VVISA INC-CLASS A SHARES
1.73%
0.90%
J
JPMJPMORGAN CHASE & CO
1.69%
1.36%
E
EXMOCEXXON MOBIL CORP
1.44%
1.04%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.44%
1.40%
W
WMTWALMART INC
1.27%
0.93%
L
LLYELI LILLY & CO
1.23%
1.20%
B
BLKBLACKROCK INC
1.14%
0.25%
S
SOSOUTHERN CO/THE
1.12%
0.17%
L
LRCXLAM RESEARCH CORP
1.05%
0.52%
P
PEPPEPSICO INC
1.02%
0.35%
N
NFLXNETFLIX INC
0.97%
0.64%
A
AMDADVANCED MICRO DEVICES
0.97%
0.93%
M
MUMICRON TECHNOLOGY INC
0.96%
0.94%
C
CSXCSX CORP
0.95%
0.14%
C
CCITIGROUP INC
0.95%
0.36%
L
LINLINDE PLC
0.95%
0.38%
Only in ACIO
B
BKLCBNY MELLON US LRG CAP COR
0.70%
F
FXFXXFIRST AM TREAS OBLI-X
0.39%
?
—N/A
-1.94%
Only in FLCPX
G
GOOGLALPHABET INC-CL A
3.62%
M
MAMASTERCARD INC - A
0.66%
B
BACBANK OF AMERICA CORP
0.57%
K
KOCOCA-COLA CO/THE
0.49%
P
PMPHILIP MORRIS INTERNATIONAL
0.41%
W
WFCWELLS FARGO & CO
0.41%
?
—Fidelity Revere Street Trust
0.31%
U
UNPUNION PACIFIC CORP
0.26%
C
COPCONOCOPHILLIPS
0.25%
V
VRTVERTIV HOLDINGS CO-A
0.20%
A
ACNACCENTURE PLC-CL A
0.18%
C
CMECME GROUP INC
0.17%
C
CEGCONSTELLATION ENERGY
0.16%
H
HWMHOWMET AEROSPACE INC
0.16%
C
CMCSACOMCAST CORP-CLASS A
0.16%
B
BXBLACKSTONE INC
0.15%
W
WMBWILLIAMS COS INC
0.15%
C
CMICUMMINS INC
0.15%
B
BNYBANK OF NEW YORK MELLON CORP
0.15%
U
USBUS BANCORP
0.14%
G
GDGENERAL DYNAMICS CORP
0.14%
A
AMTAMERICAN TOWER CORP
0.14%
B
BSXBOSTON SCIENTIFIC CORP
0.14%
O
ORLYO'REILLY AUTOMOTIVE INC
0.14%
U
UPSUNITED PARCEL SERVICE-CL B
0.13%
Hold ACIO and FLCPX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
FLCPX vs PBPInvesco S&P 500 BuyWrite ETF
100% overlap
FLCPX vs SWPPXSchwab S&P 500 Index Fund
99% overlap
FLCPX vs XYLDGlobal X S&P 500 Covered Call ETF
99% overlap
ACIO vs ADMEAptus Drawdown Managed Equity ETF
97% overlap
FLCPX vs FXAIXFidelity 500 Index Fund
95% overlap
FLCPX vs SPYMState Street(R) SPDR(R) Portfolio S&P 500(R) ETF
95% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.