Fund comparison · from official SEC filings
FZROX vs PHDG: how much do they overlap?
Fidelity ZERO Total Market Index Fund and Invesco S&P 500 Downside Hedged ETF
vs
FZROX and PHDG are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FZROX
PHDG
N
NVDANVIDIA CORP
6.91%
5.82%
A
AAPLAPPLE INC
5.68%
4.78%
M
MSFTMICROSOFT CORP
4.32%
3.63%
A
AMZNAMAZON.COM INC
3.69%
3.11%
G
GOOGLALPHABET INC-CL A
3.19%
2.69%
A
AVGOBROADCOM INC
2.82%
2.38%
G
GOOGALPHABET INC-CL C
2.54%
2.14%
M
METAMETA PLATFORMS INC-CLASS A
1.91%
1.61%
T
TSLATESLA INC
1.53%
1.29%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.24%
1.04%
J
JPMJPMORGAN CHASE & CO
1.20%
1.01%
L
LLYELI LILLY & CO
1.06%
0.89%
E
EXMOCEXXON MOBIL CORP
0.92%
0.77%
M
MUMICRON TECHNOLOGY INC
0.83%
0.70%
W
WMTWALMART INC
0.82%
0.69%
A
AMDADVANCED MICRO DEVICES
0.82%
0.69%
V
VVISA INC-CLASS A SHARES
0.79%
0.67%
J
JNJJOHNSON & JOHNSON
0.79%
0.66%
C
COSTCOSTCO WHOLESALE CORP
0.64%
0.54%
I
INTCINTEL CORP
0.63%
0.53%
C
CATCATERPILLAR INC
0.59%
0.50%
M
MAMASTERCARD INC - A
0.58%
0.49%
N
NFLXNETFLIX INC
0.56%
0.47%
A
ABBVABBVIE INC
0.53%
0.45%
C
CVXCHEVRON CORP
0.52%
0.43%
Only in FZROX
?
—Fidelity Revere Street Trust
0.64%
M
MRVLMARVELL TECHNOLOGY INC
0.21%
?
—HONEYWELL INTERNATIONAL INC
0.19%
B
BEBLOOM ENERGY CORP- A
0.10%
N
NETCLOUDFLARE INC - CLASS A
0.09%
L
LNGCHENIERE ENERGY INC
0.08%
F
FERGFERGUSON ENTERPRISES INC
0.07%
M
MSTRSTRATEGY INC
0.07%
S
SNOWSNOWFLAKE INC
0.07%
A
ALNYALNYLAM PHARMACEUTICALS INC
0.06%
A
AUANGLOGOLD ASHANTI PLC
0.06%
R
RKLBROCKET LAB CORP
0.06%
R
RBLXROBLOX CORP -CLASS A
0.05%
F
FLEXFLEX LTD
0.05%
S
SUNBSUNBELT RENTALS HOLDINGS INC
0.05%
F
FTITECHNIPFMC PLC
0.04%
C
CCL 6 05.01.29 144ACARNIVAL CORP
0.04%
I
INSMINSMED INC
0.04%
N
NTRANATERA INC
0.04%
C
CRDOCREDO TECHNOLOGY GROUP HOLDI
0.04%
A
AMRZAMRIZE LTD
0.04%
C
CPNGCOUPANG INC
0.04%
C
CRWVCOREWEAVE INC-CL A
0.04%
L
LPLALPL FINANCIAL HOLDINGS INC
0.04%
C
CWCURTISS-WRIGHT CORP
0.04%
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%
C
CCLCARNIVAL CORP LTD
0.04%
D
DDDUPONT DE NEMOURS INC
0.02%
Hold FZROX and PHDG together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
FZROX vs SWTSXSchwab Total Stock Market Index Fund
99% overlap
FZROX vs FSKAXFidelity Total Market Index Fund
95% overlap
FZROX vs FCFMXFidelity Series Total Market Index Fund
95% overlap
FZROX vs SCHBSchwab U.S. Broad Market ETF
95% overlap
FZROX vs DFUSDimensional U.S. Equity Market ETF
94% overlap
FZROX vs VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
93% overlap
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.