Fund comparison · from official SEC filings

FSWOX vs FSXVX: how much do they overlap?

Fidelity Sustainable Target Date 2025 Fund and Fidelity Sustainable Target Date 2040 Fund
Holdings overlap
69%
of assets, by weight
Shared positions
8
of 9 / 8 holdings
FSWOX expense ratio
0.44%
net, per year
FSXVX expense ratio
0.48%
net, per year
FSWOX and FSXVX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FSWOX
FSXVX
F
FSUMXFIDELITY SER SUST US MRKT
27.84%
46.07%
F
FIGDXFIDELITY SER SUST INV GR
25.80%
7.18%
F
FNDMXFIDELITY SER NON-US DEV MRK
16.58%
24.67%
F
FEMYXFIDELITY SER SUST EM MRK
7.90%
11.53%
F
FSTDXFIDELITY SER 5+Y INFL-PR
10.59%
1.46%
F
FTLTXFIDELITY SER L/T TR BND INDX
4.63%
6.16%
F
FSTQXFIDELITY SER INTL DEV MRK
4.57%
2.46%
F
FHQFXFIDELITY SER T-BILL INDX
0.67%
0.47%
Only in FSWOX
F
FSTZXFIDELITY SER 0-5Y INFL-PR
1.43%
Only in FSXVX
Nothing exclusive.
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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 FSXVX: 69% holdings overlap — Unwrap.Fund