Fund comparison · from official SEC filings
FLCPX vs PHDG: how much do they overlap?
Fidelity SAI U.S. Large Cap Index Fund and Invesco S&P 500 Downside Hedged ETF
vs
FLCPX and PHDG are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FLCPX
PHDG
N
NVDANVIDIA CORP
7.83%
5.82%
A
AAPLAPPLE INC
6.43%
4.78%
M
MSFTMICROSOFT CORP
4.89%
3.63%
A
AMZNAMAZON.COM INC
4.18%
3.11%
G
GOOGLALPHABET INC-CL A
3.62%
2.69%
A
AVGOBROADCOM INC
3.19%
2.38%
G
GOOGALPHABET INC-CL C
2.88%
2.14%
M
METAMETA PLATFORMS INC-CLASS A
2.16%
1.61%
T
TSLATESLA INC
1.73%
1.29%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.40%
1.04%
J
JPMJPMORGAN CHASE & CO
1.36%
1.01%
L
LLYELI LILLY & CO
1.20%
0.89%
E
EXMOCEXXON MOBIL CORP
1.04%
0.77%
M
MUMICRON TECHNOLOGY INC
0.94%
0.70%
W
WMTWALMART INC
0.93%
0.69%
A
AMDADVANCED MICRO DEVICES
0.93%
0.69%
V
VVISA INC-CLASS A SHARES
0.90%
0.67%
J
JNJJOHNSON & JOHNSON
0.89%
0.66%
C
COSTCOSTCO WHOLESALE CORP
0.73%
0.54%
I
INTCINTEL CORP
0.72%
0.53%
C
CATCATERPILLAR INC
0.67%
0.50%
M
MAMASTERCARD INC - A
0.66%
0.49%
N
NFLXNETFLIX INC
0.64%
0.47%
A
ABBVABBVIE INC
0.60%
0.45%
C
CVXCHEVRON CORP
0.58%
0.43%
Only in FLCPX
?
—Fidelity Revere Street Trust
0.31%
?
—HONEYWELL INTERNATIONAL INC
0.22%
B
B 0 05.14.26TREASURY BILL
0.02%
?
—CHICAGO MERCANTILE EXCH INC
0.02%
Only in PHDG
I
IUGXXPREMIER US GOVT MNY-INST
24.34%
?
—N/A
1.40%
H
HONHONEYWELL INTERNATIONAL INC
0.16%
?
—Invesco Private Prime Fund
0.13%
?
—Invesco Private Government Fund
0.05%
T
TPGTPG INC
0.00%
Hold FLCPX and PHDG 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.