Fund comparison · from official SEC filings
FISVX vs JSVPX: how much do they overlap?
Fidelity Small Cap Value Index Fund and JPMorgan Small Cap Value Fund
vs
FISVX and JSVPX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FISVX
JSVPX
E
ECHOECHOSTAR CORP-A
1.04%
1.20%
S
SWXSOUTHWEST GAS HOLDINGS INC
0.39%
0.93%
E
ENSENERSYS
0.39%
0.81%
R
RIGTRANSOCEAN LTD
0.40%
0.75%
T
TNKTEEKAY TANKERS LTD-CLASS A
0.11%
0.74%
O
ONBOLD NATIONAL BANCORP
0.45%
0.70%
C
CNXCNX RESOURCES CORP
0.35%
0.69%
C
CMCCOMMERCIAL METALS CO
0.45%
0.68%
T
TTMITTM TECHNOLOGIES
0.65%
0.68%
N
NTBBANK OF N.T. BUTTERFIELD&SON
0.14%
0.67%
E
EPRTESSENTIAL PROPERTIES REALTY
0.40%
0.66%
C
CDPCOPT DEFENSE PROPERTIES
0.23%
0.63%
C
CDECOEUR MINING INC
0.63%
0.47%
P
PARRPAR PACIFIC HOLDINGS INC
0.14%
0.62%
H
HLHECLA MINING CO
0.59%
0.60%
C
CSTMCONSTELLIUM SE
0.14%
0.60%
S
SIGSIGNET JEWELERS LTD
0.22%
0.59%
P
PORPORTLAND GENERAL ELECTRIC CO
0.39%
0.59%
J
JXNJACKSON FINANCIAL INC-A
0.47%
0.56%
E
EBCEASTERN BANKSHARES INC
0.28%
0.56%
A
ABCBAMERIS BANCORP
0.33%
0.56%
B
BNLBROADSTONE NET LEASE INC
0.23%
0.55%
T
THMTAYLOR MORRISON HOME CORP
0.36%
0.54%
P
PRAXPRAXIS PRECISION MEDICINES I
0.50%
0.53%
C
CTRECARETRUST REIT INC
0.49%
0.52%
Only in FISVX
?
—Fidelity Revere Street Trust
5.60%
O
ORAORMAT TECHNOLOGIES INC
0.45%
T
TXNMTXNM ENERGY INC
0.38%
G
GLNGGOLAR LNG LTD
0.34%
O
OGSONE GAS INC
0.34%
B
BIPCBROOKFIELD INFRASTRUCTURE-A
0.31%
N
NPOENPRO INC
0.30%
F
FLGFLAGSTAR BANK NA
0.26%
A
ASOACADEMY SPORTS & OUTDOORS IN
0.24%
F
FULTFULTON FINANCIAL CORP
0.24%
U
UNFUNIFIRST CORP/MA
0.24%
H
HPHELMERICH & PAYNE
0.23%
J
JBTMJBT MAREL CORP
0.23%
B
BFHBREAD FINANCIAL HOLDINGS INC
0.22%
G
GHCGRAHAM HOLDINGS CO-CLASS B
0.22%
I
IBOCINTERNATIONAL BANCSHARES CRP
0.21%
C
CATYCATHAY GENERAL BANCORP
0.21%
G
GNWGENWORTH FINANCIAL INC
0.21%
A
AAPADVANCE AUTO PARTS INC
0.21%
R
RUNSUNRUN INC
0.20%
O
OPLNOPENLANE INC
0.20%
B
BXMTBLACKSTONE MORTGAGE TRU-CL A
0.20%
P
PLUGPLUG POWER INC
0.20%
N
NOGNORTHERN OIL AND GAS INC
0.18%
K
KMTKENNAMETAL INC
0.18%
Only in JSVPX
V
VSLXXJPMRGN SEC LND MMKT-AGNCY SL
3.31%
J
JIMXXJPM PRIME MMKT-IM
1.04%
M
MYRGMYR GROUP INC/DELAWARE
0.55%
G
GENBGENERATE BIOMEDICINES INC
0.52%
M
MODMODINE MANUFACTURING CO
0.50%
W
WCCWESCO INTERNATIONAL INC
0.45%
I
IDAIDACORP INC
0.44%
G
GFFGRIFFON CORP
0.38%
E
ENVAENOVA INTERNATIONAL INC
0.38%
C
CHRDCHORD ENERGY CORP
0.32%
C
CASHPATHWARD FINANCIAL INC
0.27%
N
NY4BCLEARWAY ENERGY INC-A
0.20%
W
WTFCWINTRUST FINANCIAL CORP
0.19%
S
SSBSOUTHSTATE BANK CORP
0.19%
B
BEAMBEAM THERAPEUTICS INC
0.18%
R
RYNRAYONIER INC
0.18%
A
ATECALPHATEC HOLDINGS INC
0.16%
A
APGAPI GROUP CORP
0.16%
R
RAMPLIVERAMP HOLDINGS INC
0.15%
?
—ENHABIT, INC.
0.15%
B
BLBDBLUE BIRD CORP
0.15%
R
RHPRYMAN HOSPITALITY PROPERTIES
0.14%
S
STGWSTAGWELL INC
0.13%
S
SNEXSTONEX GROUP INC
0.13%
O
OVVOVINTIV INC
0.13%
Hold FISVX and JSVPX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
FISVX vs VTWVVANGUARD RUSSELL 2000 VALUE INDEX FUND
89% overlap
FISVX vs IWNiShares Russell 2000 Value ETF
79% overlap
JSVPX vs JSCSXJPMorgan U.S. Small Company Fund
60% overlap
FISVX vs RBProShares Russell 2000 Dynamic Buffer ETF
60% overlap
FISVX vs FSSNXFidelity Small Cap Index Fund
55% overlap
JSVPX vs VTWVVANGUARD RUSSELL 2000 VALUE INDEX FUND
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.