Fund comparison · from official SEC filings
FSUMX vs SWTSX: how much do they overlap?
Fidelity Series Sustainable U.S. Market Fund and Schwab Total Stock Market Index Fund
vs
FSUMX and SWTSX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FSUMX
SWTSX
N
NVDANVIDIA CORP
7.28%
6.95%
A
AAPLAPPLE INC
4.60%
5.71%
M
MSFTMICROSOFT CORP
3.30%
4.34%
A
AMZNAMAZON.COM INC
4.29%
3.71%
G
GOOGALPHABET INC-CL C
3.56%
2.56%
G
GOOGLALPHABET INC-CL A
3.22%
3.21%
A
AVGOBROADCOM INC
2.25%
2.84%
E
EXMOCEXXON MOBIL CORP
1.83%
0.92%
T
TSLATESLA INC
0.86%
1.54%
J
JPMJPMORGAN CHASE & CO
0.74%
1.21%
G
GEVGE VERNOVA INC
1.11%
0.42%
L
LLYELI LILLY & CO
1.02%
1.06%
M
MUMICRON TECHNOLOGY INC
1.02%
0.83%
M
MRVLMARVELL TECHNOLOGY INC
0.96%
0.21%
W
WFCWELLS FARGO & CO
0.94%
0.36%
B
BACBANK OF AMERICA CORP
0.85%
0.51%
W
WMTWALMART INC
0.32%
0.83%
A
AMDADVANCED MICRO DEVICES
0.49%
0.83%
V
VVISA INC-CLASS A SHARES
0.77%
0.79%
G
GEGENERAL ELECTRIC
0.79%
0.44%
N
NFLXNETFLIX INC
0.68%
0.57%
C
COSTCOSTCO WHOLESALE CORP
0.16%
0.65%
I
INTCINTEL CORP
0.57%
0.64%
W
WDCWESTERN DIGITAL CORP
0.60%
0.21%
C
CATCATERPILLAR INC
0.45%
0.59%
Only in FSUMX
?
—Fidelity Revere Street Trust
5.93%
T
TSMTAIWAN SEMICONDUCTOR-SP ADR
0.53%
S
SHELSHELL PLC-ADR
0.47%
?
—HONEYWELL INTERNATIONAL INC
0.37%
?
—CHICAGO MERCANTILE EXCH INC
0.27%
G
GSKGSK PLC-SPON ADR
0.26%
I
IMOIMPERIAL OIL LTD
0.25%
C
CLSCELESTICA INC
0.20%
U
UCBJFUCB SA
0.19%
S
SHOPSHOPIFY INC - CLASS A
0.15%
A
AZNASTRAZENECA PLC
0.15%
A
ATZAFARITZIA INC-SUBORDINATE VOTI
0.09%
S
SAPSAP SE-SPONSORED ADR
0.08%
A
ANFGFANTOFAGASTA PLC
0.08%
H
HLNHALEON PLC-ADR
0.07%
B
BDRBFBOMBARDIER INC-B
0.07%
A
ASMLASML HOLDING NV-NY REG SHS
0.07%
A
ANCTFALIMENTATION COUCHE-TARD INC
0.06%
E
EADSFAIRBUS SE
0.06%
S
SPOTSPOTIFY TECHNOLOGY SA
0.06%
X
XENEXENON PHARMACEUTICALS INC
0.05%
D
DGEAFDIAGEO PLC
0.05%
B
BIPCBROOKFIELD INFRASTRUCTURE-A
0.05%
C
CSTMCONSTELLIUM SE
0.04%
B
BAMBROOKFIELD ASSET MGMT-A
0.04%
Only in SWTSX
M
METAMETA PLATFORMS INC-CLASS A
1.92%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.25%
J
JNJJOHNSON & JOHNSON
0.79%
C
CVXCHEVRON CORP
0.52%
P
PMPHILIP MORRIS INTERNATIONAL
0.37%
P
PEPPEPSICO INC
0.31%
M
MCDMCDONALD'S CORP
0.30%
A
APHAMPHENOL CORP-CL A
0.26%
B
BABOEING CO/THE
0.26%
P
PFEPFIZER INC
0.22%
H
HONHONEYWELL INTERNATIONAL INC
0.19%
V
VRTVERTIV HOLDINGS CO-A
0.18%
B
BMYBRISTOL-MYERS SQUIBB CO
0.18%
M
MOALTRIA GROUP INC
0.17%
C
CBCHUBB LTD
0.17%
P
PWRQUANTA SERVICES INC
0.16%
S
SOSOUTHERN CO/THE
0.15%
M
MDTMEDTRONIC PLC
0.15%
D
DUKDUKE ENERGY CORP
0.14%
B
BXBLACKSTONE INC
0.13%
C
CMICUMMINS INC
0.13%
T
TMUST-MOBILE US INC
0.13%
G
GDGENERAL DYNAMICS CORP
0.13%
W
WMWASTE MANAGEMENT INC
0.12%
F
FCXFREEPORT-MCMORAN INC
0.12%
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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.