Fund comparison · from official SEC filings
AREDX vs FESIX: how much do they overlap?
Real Estate Fund and Fidelity SAI Real Estate Index Fund
vs
AREDX and FESIX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
AREDX
FESIX
W
WELLWELLTOWER INC
11.27%
8.42%
P
PLDPROLOGIS INC
9.72%
8.02%
E
EQIXEQUINIX INC
7.79%
4.97%
D
DLRDIGITAL REALTY TRUST INC
6.30%
4.20%
A
AMTAMERICAN TOWER CORP
4.58%
5.20%
S
SPGSIMON PROPERTY GROUP INC
3.36%
4.17%
V
VTRVENTAS INC
3.96%
2.51%
I
IRMIRON MOUNTAIN INC
3.03%
2.37%
P
PSAPUBLIC STORAGE
0.54%
3.02%
H
HSTHOST HOTELS & RESORTS INC
2.90%
0.96%
C
CCICROWN CASTLE INC
2.77%
2.45%
E
ESSESSEX PROPERTY TRUST INC
2.73%
1.08%
E
EGPEASTGROUP PROPERTIES INC
2.63%
0.64%
W
WPCWP CAREY INC
2.37%
1.02%
R
REGREGENCY CENTERS CORP
2.32%
0.87%
S
SBACSBA COMMUNICATIONS CORP
2.26%
1.53%
C
CTRECARETRUST REIT INC
2.20%
0.54%
A
AHRAMERICAN HEALTHCARE REIT INC
2.12%
0.54%
E
EQREQUITY RESIDENTIAL
1.96%
1.43%
E
EXREXTRA SPACE STORAGE INC
1.63%
1.95%
S
SUISUN COMMUNITIES INC
1.93%
1.02%
B
BRXBRIXMOR PROPERTY GROUP INC
1.84%
0.58%
E
EPRTESSENTIAL PROPERTIES REALTY
1.73%
0.37%
P
PECOPHILLIPS EDISON & COMPANY IN
1.73%
0.31%
B
BNLBROADSTONE NET LEASE INC
1.59%
0.24%
Only in AREDX
?
—State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Government Money Market Portfolio
2.19%
J
JANJANUS LIVING INC CL-A-1
0.67%
?
—State Street Bank & Trust Co
0.48%
G
GVMXXSTATE ST INST US GOV MM-PREM
0.00%
Only in FESIX
O
OREALTY INCOME CORP
3.60%
C
CBRECBRE GROUP INC - A
2.68%
?
—Fidelity Revere Street Trust
2.02%
V
VICIVICI PROPERTIES INC
1.99%
A
AVBAVALONBAY COMMUNITIES INC
1.67%
W
WYWEYERHAEUSER CO
1.15%
I
INVHINVITATION HOMES INC
1.10%
K
KIMKIMCO REALTY CORP
1.02%
J
JLLJONES LANG LASALLE INC
0.97%
M
MAAMID-AMERICA APARTMENT COMM
0.97%
C
CSGPCOSTAR GROUP INC
0.93%
G
GLPIGAMING AND LEISURE PROPERTIE
0.85%
L
LAMRLAMAR ADVERTISING CO-A
0.77%
D
DOCHEALTHPEAK PROPERTIES INC
0.74%
U
UDRUDR INC
0.73%
E
ELSEQUITY LIFESTYLE PROPERTIES
0.72%
B
BXPBXP INC
0.56%
F
FRTFEDERAL REALTY INVS TRUST
0.54%
A
ADCAGREE REALTY CORP
0.53%
F
FRFIRST INDUSTRIAL REALTY TR
0.52%
N
NNNNNN REIT INC
0.51%
R
REXRREXFORD INDUSTRIAL REALTY IN
0.51%
H
HRHEALTHCARE REALTY TRUST INC
0.46%
Z
ZZILLOW GROUP INC - C
0.45%
S
STAGSTAG INDUSTRIAL INC
0.45%
Hold AREDX and FESIX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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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.