Fund comparison · from official SEC filings
FIOOX vs IWD: how much do they overlap?
Fidelity Series Large Cap Value Index Fund and iShares Russell 1000 Value ETF
vs
FIOOX and IWD are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FIOOX
IWD
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
2.65%
2.89%
J
JPMJPMORGAN CHASE & CO
2.58%
2.61%
G
GOOGLALPHABET INC-CL A
2.40%
1.94%
E
EXMOCEXXON MOBIL CORP
1.98%
2.34%
A
AMZNAMAZON.COM INC
2.12%
1.80%
G
GOOGALPHABET INC-CL C
1.95%
1.58%
J
JNJJOHNSON & JOHNSON
1.68%
1.92%
M
MUMICRON TECHNOLOGY INC
1.75%
1.23%
W
WMTWALMART INC
1.57%
1.59%
C
CVXCHEVRON CORP
1.10%
1.27%
I
INTCINTEL CORP
1.26%
0.64%
P
PGPROCTER & GAMBLE CO/THE
1.05%
1.11%
C
CSCOCISCO SYSTEMS INC
1.10%
1.01%
C
CATCATERPILLAR INC
1.10%
0.94%
U
UNHUNITEDHEALTH GROUP INC
1.02%
0.81%
B
BACBANK OF AMERICA CORP
0.98%
0.96%
M
MRKMERCK & CO. INC.
0.82%
0.98%
R
RTXRTX CORP
0.71%
0.84%
P
PMPHILIP MORRIS INTERNATIONAL
0.78%
0.84%
W
WFCWELLS FARGO & CO
0.77%
0.81%
G
GSGOLDMAN SACHS GROUP INC
0.78%
0.77%
L
LINLINDE PLC
0.71%
0.76%
I
IBMINTL BUSINESS MACHINES CORP
0.65%
0.74%
M
METAMETA PLATFORMS INC-CLASS A
0.72%
0.73%
A
AMDADVANCED MICRO DEVICES
0.72%
0.44%
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 IWD
B
BISXXBCF INSTITUTIONAL-SL AGNCY
0.73%
?
—HONEYWELL INTERNATIONAL INCORPORATION
0.47%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.14%
?
—CARNIVAL CORPORATION
0.07%
D
DDDUPONT DE NEMOURS INC
0.06%
H
HO1HOLOGIC INC
0.06%
A
ALAIR LEASE CORP
0.02%
S
SDASEALED AIR CORP
0.02%
?
—E MINI RUSS 1000 VJUN26
-0.00%
Hold FIOOX and IWD together? See your combined true holdings, overlap, and blended fees — free, no signup.
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94% overlap
IWD vs FLCOXFidelity Large Cap Value Index Fund
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FIOOX vs FNDBSchwab Fundamental U.S. Broad Market ETF
65% overlap
IWD vs FNDBSchwab Fundamental U.S. Broad Market ETF
64% 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.