Fund comparison · from official SEC filings
EFIPX vs FZOMX: how much do they overlap?
Fidelity Advisor Limited Term Bond Fund and Fidelity SAI Short-Term Bond Fund
vs
Shared holdings
Company
EFIPX
FZOMX
T
T 3.5 02.15.29US TREASURY N/B
6.02%
8.19%
T
T 3.5 12.15.28US TREASURY N/B
3.73%
6.15%
T
T 3.875 04.15.29US TREASURY N/B
2.64%
4.40%
?
—Fidelity Revere Street Trust
1.46%
0.27%
J
JPM V4.995 07.22.30JPMORGAN CHASE & CO
0.63%
0.52%
B
BAC V5.819 09.15.29BANK OF AMERICA CORP
0.28%
0.43%
F
FLAT 2024-1A A1RFLAT 2024-1A A1R
0.30%
0.40%
A
AIMCO 2018-BA AR3AIMCO 2018-BA AR3
0.29%
0.37%
G
GLENLN 5.338 04.04.27 144AGLENCORE FUNDING LLC
0.16%
0.37%
N
NEUB 2022-50A AR2NEUB 2022-50A AR2
0.36%
0.26%
S
SOCGEN V5.249 05.22.29 144ASOCIETE GENERALE
0.22%
0.35%
T
TFC V4.873 01.26.29 MTNTRUIST FINANCIAL CORP
0.12%
0.34%
C
CVS 4.3 03.25.28CVS HEALTH CORP
0.34%
0.26%
B
BAC V4.623 05.09.29BANK OF AMERICA CORP
0.21%
0.34%
B
BNP V4.792 05.09.29 144ABNP PARIBAS
0.21%
0.33%
C
C V4.786 03.04.29CITIGROUP INC
0.33%
0.26%
E
ENELIM 5.125 06.26.29 144AENEL FINANCE INTL NV
0.33%
0.26%
A
AER 6.45 04.15.27AERCAP IRELAND CAP/GLOBA
0.11%
0.33%
M
MS V4.466 07.06.28 *MORGAN STANLEY PVT BANK
0.22%
0.33%
A
ATH 5.516 03.25.27 144AATHENE GLOBAL FUNDING
0.21%
0.32%
H
HSBC V5.597 05.17.28HSBC HOLDINGS PLC
0.19%
0.32%
C
C V4.075 04.23.29CITIGROUP INC
0.32%
0.29%
W
WFLF 2025-2A A1WFLF 2025-2A A1
0.18%
0.32%
W
WFC V5.707 04.22.28 MTNWELLS FARGO & COMPANY
0.18%
0.31%
F
F 5.85 05.17.27FORD MOTOR CREDIT CO LLC
0.12%
0.31%
Only in EFIPX
T
T 3.875 03.31.31US TREASURY N/B
2.70%
A
AVGO 4.15 11.15.30BROADCOM INC
0.43%
E
EQH 1.4 08.27.27 144AEQUITABLE FINANCIAL LIFE
0.42%
N
NWG V4.964 08.15.30NATWEST GROUP PLC
0.40%
F
F 5.875 11.07.29FORD MOTOR CREDIT CO LLC
0.39%
F
FE 5 01.15.31 144ATRANS-ALLEGHENY INTERSTA
0.38%
C
C V5.174 02.13.30CITIGROUP INC
0.37%
W
WFC V5.244 01.24.31WELLS FARGO & COMPANY
0.37%
N
NOMURA 1.653 07.14.26NOMURA HOLDINGS INC
0.36%
T
TFC V5.071 05.20.31 MTNTRUIST FINANCIAL CORP
0.36%
P
PEMEX 6.7 02.16.32PETROLEOS MEXICANOS
0.36%
T
T 1.65 02.01.28AT&T INC
0.35%
D
DELL 5 04.01.30DELL INT LLC / EMC CORP
0.35%
M
MS V5.042 07.19.30MORGAN STANLEY
0.34%
B
BAC V4.271 07.23.29 MTNBANK OF AMERICA CORP
0.34%
V
VST 5 07.31.27 144AVISTRA OPERATIONS CO LLC
0.34%
D
DTE 5.2 04.01.30DTE ENERGY CO
0.34%
I
IMBLN 5.5 02.01.30 144AIMPERIAL BRANDS FIN PLC
0.33%
D
DNKN 2021-1A A2IDNKN 2021-1A A2I
0.33%
J
JPM V2.956 05.13.31JPMORGAN CHASE & CO
0.33%
E
ET 4.55 01.15.31ENERGY TRANSFER LP
0.33%
U
USB V5.083 05.15.31US BANCORP
0.33%
B
BAC V5.202 04.25.29BANK OF AMERICA CORP
0.31%
T
TAP 3 07.15.26MOLSON COORS BEVERAGE
0.31%
J
JDEPNA 1.375 01.15.27 144AJDE PEET'S NV
0.30%
Only in FZOMX
T
T 3.625 08.15.28US TREASURY N/B
9.90%
T
T 3.875 03.15.28US TREASURY N/B
7.46%
T
T 3.375 09.15.28US TREASURY N/B
6.18%
T
T 4.125 07.31.28US TREASURY N/B
2.25%
E
EQT 3.9 10.01.27EQT CORP
0.65%
W
WFC V4.808 07.25.28 MTNWELLS FARGO & COMPANY
0.40%
C
C V3.887 01.10.28CITIGROUP INC
0.38%
B
BATSLN 3.557 08.15.27BAT CAPITAL CORP
0.36%
D
DB V5.706 02.08.28DEUTSCHE BANK NY
0.36%
G
GS V3.615 03.15.28GOLDMAN SACHS GROUP INC
0.35%
M
MS V6.296 10.18.28MORGAN STANLEY
0.34%
H
HART 2025-B A3HART 2025-B A3
0.33%
S
SANUSA 3.244 10.05.26SANTANDER HOLDINGS USA
0.32%
B
BAC V4.979 01.24.29BANK OF AMERICA CORP
0.31%
B
BACR V5.086 02.25.29BARCLAYS PLC
0.31%
J
JPM V4.505 10.22.28JPMORGAN CHASE & CO
0.31%
G
GM 4.75 04.06.29GENERAL MOTORS FINL CO
0.31%
W
WFCIT 2024-A2 AWFCIT 2024-A2 A
0.31%
S
SO 4.6 06.15.29GEORGIA POWER CO
0.30%
M
MBGGR 4.125 03.10.28 144AMERCEDES-BENZ FIN NA
0.30%
C
CRBG 3.85 04.05.29COREBRIDGE FINANCIAL INC
0.30%
U
USB V4.535 05.20.29 BKNTUS BANK NA CINCINNATI
0.30%
W
WFC V4.577 05.20.29WELLS FARGO & COMPANY
0.30%
G
GS V4.148 01.21.29GOLDMAN SACHS GROUP INC
0.29%
B
BCRED 7.3 11.27.28BLACKSTONE PRIVATE CRE
0.29%
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75% overlap
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66% overlap
FZOMX vs FFPLXStrategic Advisers Fidelity Short Duration Fund
43% overlap
FZOMX vs FYBTXFidelity Series Short-Term Credit Fund
34% overlap
EFIPX vs FTHRXFidelity Intermediate Bond Fund
31% overlap
FZOMX vs FLTBFidelity Limited Term Bond ETF
29% 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.