Fund comparison · from official SEC filings

FSVNX vs FSWDX: how much do they overlap?

Fidelity Sustainable Target Date 2015 Fund and Fidelity Sustainable Target Date 2020 Fund
Holdings overlap
89%
of assets, by weight
Shared positions
9
of 9 / 9 holdings
FSVNX expense ratio
0.42%
net, per year
FSWDX expense ratio
0.43%
net, per year
FSVNX and FSWDX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FSVNX
FSWDX
F
FIGDXFIDELITY SER SUST INV GR
35.85%
34.08%
F
FSUMXFIDELITY SER SUST US MRKT
18.28%
23.07%
F
FNDMXFIDELITY SER NON-US DEV MRK
12.08%
14.19%
F
FSTZXFIDELITY SER 0-5Y INFL-PR
13.20%
5.86%
F
FSTDXFIDELITY SER 5+Y INFL-PR
5.22%
8.26%
F
FEMYXFIDELITY SER SUST EM MRK
5.97%
6.93%
F
FSTQXFIDELITY SER INTL DEV MRK
5.08%
5.06%
F
FHQFXFIDELITY SER T-BILL INDX
2.45%
0.63%
F
FTLTXFIDELITY SER L/T TR BND INDX
1.87%
1.91%
Only in FSVNX
Nothing exclusive.
Only in FSWDX
Nothing exclusive.
Hold FSVNX and FSWDX 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.
FSVNX vs FSWDX: 89% holdings overlap — Unwrap.Fund