Fund comparison · from official SEC filings
FIMVX vs FSMDX: how much do they overlap?
Fidelity Mid Cap Value Index Fund and Fidelity Mid Cap Index Fund
vs
FIMVX and FSMDX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FIMVX
FSMDX
?
—Fidelity Revere Street Trust
1.30%
2.29%
S
SNDKSANDISK CORP
0.91%
1.14%
W
WDCWESTERN DIGITAL CORP
0.93%
1.07%
G
GLWCORNING INC
1.07%
0.93%
P
PWRQUANTA SERVICES INC
0.18%
0.78%
B
BNYBANK OF NEW YORK MELLON CORP
0.76%
0.67%
V
VLOVALERO ENERGY CORP
0.76%
0.56%
C
CMICUMMINS INC
0.75%
0.67%
M
MPCMARATHON PETROLEUM CORP
0.74%
0.54%
P
PSXPHILLIPS 66
0.69%
0.52%
K
KMIKINDER MORGAN INC
0.66%
0.46%
L
LHXL3HARRIS TECHNOLOGIES INC
0.65%
0.43%
W
WBDWARNER BROS DISCOVERY INC
0.64%
0.46%
D
DLRDIGITAL REALTY TRUST INC
0.62%
0.50%
B
BKRBAKER HUGHES CO
0.61%
0.50%
C
CTVACORTEVA INC
0.57%
0.40%
O
OKEONEOK INC
0.57%
0.42%
O
OREALTY INCOME CORP
0.56%
0.43%
R
ROSTROSS STORES INC
0.56%
0.53%
C
CIENCIENA CORP
0.55%
0.54%
A
ALLALLSTATE CORP
0.54%
0.41%
E
EAELECTRONIC ARTS INC
0.52%
0.37%
E
ETRENTERGY CORP
0.50%
0.38%
E
EXCEXELON CORP
0.50%
0.34%
A
AMEAMETEK INC
0.50%
0.39%
Only in FIMVX
C
CCLCARNIVAL CORP LTD
0.21%
H
HO1HOLOGIC INC
0.17%
A
ALAIR LEASE CORP
0.07%
S
SDASEALED AIR CORP
0.06%
Only in FSMDX
V
VRTVERTIV HOLDINGS CO-A
0.91%
H
HWMHOWMET AEROSPACE INC
0.71%
M
MPWRMONOLITHIC POWER SYSTEMS INC
0.54%
H
HLTHILTON WORLDWIDE HOLDINGS IN
0.54%
R
RCLROYAL CARIBBEAN CRUISES LTD
0.48%
N
NETCLOUDFLARE INC - CLASS A
0.47%
F
FIXCOMFORT SYSTEMS USA INC
0.46%
C
CORCENCORA INC
0.41%
T
TRGPTARGA RESOURCES CORP
0.40%
C
CVNACARVANA CO
0.39%
V
VSTVISTRA CORP
0.39%
I
IDXXIDEXX LABORATORIES INC
0.32%
D
DDOGDATADOG INC - CLASS A
0.30%
R
RKLBROCKET LAB CORP
0.29%
A
ALNYALNYLAM PHARMACEUTICALS INC
0.28%
R
RBLXROBLOX CORP -CLASS A
0.25%
N
NRGNRG ENERGY INC
0.23%
A
AXONAXON ENTERPRISE INC
0.22%
C
CCL 6 05.01.29 144ACARNIVAL CORP
0.22%
E
EXPEEXPEDIA GROUP INC
0.21%
N
NTRANATERA INC
0.20%
L
LPLALPL FINANCIAL HOLDINGS INC
0.19%
C
CPNGCOUPANG INC
0.19%
T
TPLTEXAS PACIFIC LAND CORP
0.19%
F
FTAIFTAI AVIATION LTD
0.18%
Hold FIMVX and FSMDX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
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98% overlap
FSMDX vs IWRiShares Russell Mid-Cap ETF
83% overlap
FSMDX vs IWSiShares Russell Mid-Cap Value ETF
78% overlap
FIMVX vs IWRiShares Russell Mid-Cap ETF
71% overlap
FSMDX vs ONEOState Street(R) SPDR(R) Russell 1000 Momentum Focus ETF
54% overlap
FIMVX vs ONEOState Street(R) SPDR(R) Russell 1000 Momentum Focus ETF
52% 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.