Fund comparison · from official SEC filings
FLCOX vs IWD: how much do they overlap?
Fidelity Large Cap Value Index Fund and iShares Russell 1000 Value ETF
vs
FLCOX and IWD are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FLCOX
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
2.41%
1.94%
E
EXMOCEXXON MOBIL CORP
1.98%
2.34%
A
AMZNAMAZON.COM INC
2.12%
1.80%
G
GOOGALPHABET INC-CL C
1.94%
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 FLCOX
?
—Fidelity Revere Street Trust
0.77%
H
HONHONEYWELL INTERNATIONAL INC
0.41%
C
CCLCARNIVAL CORP LTD
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%
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 FLCOX and IWD together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
FLCOX vs FIOOXFidelity Series Large Cap Value Index Fund
99% overlap
IWD vs VONVVANGUARD RUSSELL 1000 VALUE INDEX FUND
96% overlap
IWD vs FIOOXFidelity Series Large Cap Value Index Fund
93% overlap
FLCOX vs VONVVANGUARD RUSSELL 1000 VALUE INDEX FUND
93% overlap
FLCOX 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.