Fund comparison · from official SEC filings
FDFIX vs SFY: how much do they overlap?
Fidelity Flex 500 Index Fund and Sofi Select 500 ETF
vs
FDFIX and SFY are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FDFIX
SFY
N
NVDANVIDIA CORP
7.73%
14.76%
A
AAPLAPPLE INC
6.90%
4.70%
M
MSFTMICROSOFT CORP
5.04%
4.41%
A
AVGOBROADCOM INC
3.19%
4.41%
A
AMZNAMAZON.COM INC
3.98%
3.13%
M
MUMICRON TECHNOLOGY INC
1.65%
3.34%
G
GOOGLALPHABET INC-CL A
3.33%
2.33%
G
GOOGALPHABET INC-CL C
2.66%
2.17%
L
LLYELI LILLY & CO
1.32%
2.25%
M
METAMETA PLATFORMS INC-CLASS A
2.08%
2.07%
T
TSLATESLA INC
1.85%
1.42%
A
AMDADVANCED MICRO DEVICES
1.27%
1.49%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.31%
0.53%
P
PLTRPALANTIR TECHNOLOGIES INC-A
0.54%
1.27%
J
JPMJPMORGAN CHASE & CO
1.22%
0.72%
I
INTCINTEL CORP
0.81%
1.16%
E
EXMOCEXXON MOBIL CORP
0.91%
0.47%
W
WMTWALMART INC
0.76%
0.87%
V
VVISA INC-CLASS A SHARES
0.83%
0.58%
O
ORCLORACLE CORP
0.58%
0.82%
J
JNJJOHNSON & JOHNSON
0.82%
0.64%
C
CSCOCISCO SYSTEMS INC
0.72%
0.50%
L
LRCXLAM RESEARCH CORP
0.60%
0.69%
A
ABBVABBVIE INC
0.58%
0.68%
C
COSTCOSTCO WHOLESALE CORP
0.64%
0.42%
Only in FDFIX
H
HONHONEYWELL INTERNATIONAL INC
0.23%
B
B 0 08.13.26TREASURY BILL
0.16%
?
—Fidelity Revere Street Trust
0.16%
F
FLEXFLEX LTD
0.08%
A
AUANGLOGOLD ASHANTI PLC
0.06%
C
CRDOCREDO TECHNOLOGY GROUP HOLDI
0.06%
R
RVMDREVOLUTION MEDICINES INC
0.04%
A
ATIATI INC
0.04%
M
MTSIMACOM TECHNOLOGY SOLUTIONS H
0.04%
C
CRSCARPENTER TECHNOLOGY
0.04%
C
CPNGCOUPANG INC
0.03%
F
FFIVF5 INC
0.03%
A
AKAMAKAMAI TECHNOLOGIES INC
0.03%
C
CHRWC.H. ROBINSON WORLDWIDE INC
0.03%
W
WWDWOODWARD INC
0.03%
F
FWONKLIBERTY MEDIA CORP-FORMULA-C
0.03%
H
HEI.AHEICO CORP-CLASS A
0.03%
C
CDECOEUR MINING INC
0.03%
R
RBARB GLOBAL INC
0.03%
R
RGLDROYAL GOLD INC
0.03%
U
USFDUS FOODS HOLDING CORP
0.03%
A
AMCRAMCOR PLC
0.03%
E
ECHOECHOSTAR CORP-A
0.03%
O
OVVOVINTIV INC
0.02%
A
APTVAPTIV PLC
0.02%
Only in SFY
?
—Mount Vernon Liquid Assets Portfolio, LLC
2.11%
F
FGXXXFIRST AM GOVT OBLIG-X
0.25%
S
SCCOSOUTHERN COPPER CORP
0.23%
A
ALABASTERA LABS INC
0.19%
H
HONHONEYWELL INTERNATIONAL INC
0.15%
V
VIKVIKING HOLDINGS LTD
0.09%
R
RDDTREDDIT INC-CL A
0.08%
U
UIUBIQUITI INC
0.07%
C
CRCLCIRCLE INTERNET GROUP INC
0.07%
I
INCYINCYTE CORP
0.07%
G
GFSGLOBALFOUNDRIES INC
0.07%
I
IONQIONQ INC
0.06%
P
PEVERPURE INC-A
0.06%
T
TOSTTOAST INC-CLASS A
0.05%
S
SMCISUPER MICRO COMPUTER INC
0.05%
T
TEAMATLASSIAN CORP-CL A
0.05%
N
NVTNVENT ELECTRIC PLC
0.04%
F
FNFABRINET
0.04%
M
MDLNMEDLINE INC-CL A
0.03%
R
RIVNRIVIAN AUTOMOTIVE INC-A
0.03%
A
AERAERCAP HOLDINGS NV
0.02%
R
ROLROLLINS INC
0.02%
H
HSTHOST HOTELS & RESORTS INC
0.02%
K
KIMKIMCO REALTY CORP
0.02%
M
MRNAMODERNA INC
0.01%
Hold FDFIX and SFY 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.