Fund comparison · from official SEC filings

FSWOX vs FSXAX: how much do they overlap?

Fidelity Sustainable Target Date 2025 Fund and Fidelity Sustainable Target Date 2030 Fund
Holdings overlap
93%
of assets, by weight
Shared positions
9
of 9 / 9 holdings
FSWOX expense ratio
0.44%
net, per year
FSXAX expense ratio
0.45%
net, per year
FSWOX and FSXAX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FSWOX
FSXAX
F
FSUMXFIDELITY SER SUST US MRKT
27.84%
31.82%
F
FIGDXFIDELITY SER SUST INV GR
25.80%
22.71%
F
FNDMXFIDELITY SER NON-US DEV MRK
16.58%
18.36%
F
FSTDXFIDELITY SER 5+Y INFL-PR
10.59%
7.88%
F
FEMYXFIDELITY SER SUST EM MRK
7.90%
8.65%
F
FTLTXFIDELITY SER L/T TR BND INDX
4.63%
5.21%
F
FSTQXFIDELITY SER INTL DEV MRK
4.57%
4.53%
F
FSTZXFIDELITY SER 0-5Y INFL-PR
1.43%
0.36%
F
FHQFXFIDELITY SER T-BILL INDX
0.67%
0.49%
Only in FSWOX
Nothing exclusive.
Only in FSXAX
Nothing exclusive.
Hold FSWOX and FSXAX 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.
FSWOX vs FSXAX: 93% holdings overlap — Unwrap.Fund