Fund comparison · from official SEC filings
FIOOX vs IWB: how much do they overlap?
Fidelity Series Large Cap Value Index Fund and iShares Russell 1000 ETF
vs
FIOOX and IWB are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FIOOX
IWB
A
AMZNAMAZON.COM INC
2.12%
3.31%
G
GOOGLALPHABET INC-CL A
2.40%
2.77%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
2.65%
1.47%
J
JPMJPMORGAN CHASE & CO
2.58%
1.33%
G
GOOGALPHABET INC-CL C
1.95%
2.25%
M
METAMETA PLATFORMS INC-CLASS A
0.72%
2.07%
E
EXMOCEXXON MOBIL CORP
1.98%
1.19%
M
MUMICRON TECHNOLOGY INC
1.75%
0.63%
J
JNJJOHNSON & JOHNSON
1.68%
0.98%
W
WMTWALMART INC
1.57%
0.90%
I
INTCINTEL CORP
1.26%
0.32%
C
CSCOCISCO SYSTEMS INC
1.10%
0.51%
C
CVXCHEVRON CORP
1.10%
0.64%
C
CATCATERPILLAR INC
1.10%
0.54%
P
PGPROCTER & GAMBLE CO/THE
1.05%
0.56%
U
UNHUNITEDHEALTH GROUP INC
1.02%
0.41%
B
BACBANK OF AMERICA CORP
0.98%
0.53%
M
MRKMERCK & CO. INC.
0.82%
0.50%
P
PMPHILIP MORRIS INTERNATIONAL
0.78%
0.43%
G
GSGOLDMAN SACHS GROUP INC
0.78%
0.41%
W
WFCWELLS FARGO & CO
0.77%
0.41%
A
AMDADVANCED MICRO DEVICES
0.72%
0.54%
R
RTXRTX CORP
0.71%
0.43%
L
LINLINDE PLC
0.71%
0.39%
A
AMATAPPLIED MATERIALS INC
0.68%
0.45%
Only in FIOOX
?
—Fidelity Revere Street Trust
0.74%
?
—HONEYWELL INTERNATIONAL INC
0.41%
C
CCL 6 05.01.29 144ACARNIVAL CORP
0.06%
D
DD 5.419 11.15.48DUPONT DE NEMOURS INC
0.06%
C
CRBGCOREBRIDGE FINANCIAL INC
0.02%
B
B 0 05.14.26TREASURY BILL
0.02%
?
—CHICAGO MERCANTILE EXCH INC
0.01%
V
VGNTVERSIGENT PLC
0.01%
Only in IWB
N
NVDANVIDIA CORP
6.77%
A
AAPLAPPLE INC
6.07%
M
MSFTMICROSOFT CORP
4.55%
A
AVGOBROADCOM INC
2.37%
T
TSLATESLA INC
1.74%
L
LLYELI LILLY & CO
1.22%
V
VVISA INC-CLASS A SHARES
0.84%
C
COSTCOSTCO WHOLESALE CORP
0.73%
N
NFLXNETFLIX INC
0.68%
M
MAMASTERCARD INC - A
0.67%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
0.66%
A
ABBVABBVIE INC
0.64%
P
PLTRPALANTIR TECHNOLOGIES INC-A
0.53%
G
GEGENERAL ELECTRIC
0.49%
L
LRCXLAM RESEARCH CORP
0.44%
O
ORCLORACLE CORP
0.41%
G
GEVGE VERNOVA INC
0.39%
K
KLACKLA CORP
0.32%
I
ISRGINTUITIVE SURGICAL INC
0.27%
A
APHAMPHENOL CORP-CL A
0.26%
U
UBERUBER TECHNOLOGIES INC
0.24%
?
—HONEYWELL INTERNATIONAL INCORPORATION
0.24%
P
PANWPALO ALTO NETWORKS INC
0.21%
A
ANETARISTA NETWORKS INC
0.21%
I
INTUINTUIT INC
0.20%
Hold FIOOX and IWB 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.