FXAIX and SWPPX · filed portfolios
FXAIX vs SWPPX fund overlap
This page compares the filed equity sleeves of Fidelity 500 Index Fund and Schwab S&P 500 Index Fund. Both source dates appear with the result.
Filed portfolio overlap
93.0%
Filed portfolio result
Fidelity 500 Index Fund and Schwab S&P 500 Index Fund share 93.0% of their filed equity sleeves. The FXAIX class costs $10 per year for each $100,000 invested; the SWPPX class costs $20 per year for each $100,000.
Fidelity 500 Index Fund (FXAIX) · Schwab S&P 500 Index Fund (SWPPX)
Largest shared positions
| Company | FXAIX | SWPPX |
|---|---|---|
| NVIDIA CORP | 7.90% | 7.85% |
| APPLE INC | 7.05% | 6.45% |
| ALPHABET INC | 6.12% | 6.52% |
| MICROSOFT CORP | 5.15% | 4.90% |
| AMAZON.COM INC | 4.07% | 4.19% |
| BROADCOM INC | 3.26% | 3.21% |
| META PLATFORMS INC | 2.13% | 2.17% |
| TESLA INC | 1.89% | 1.74% |
| BERKSHIRE HATHAWAY INC DEL | 1.34% | 1.41% |
| JPMORGAN CHASE and CO | 1.24% | 1.37% |
Largest positions only in FXAIX
| Company | Weight |
|---|---|
| VEEVA SYS INC | 0.04% |
Largest positions only in SWPPX
| Company | Weight |
|---|---|
| Carnival Corp | 0.05% |
| Coterra Energy Inc | 0.04% |
For individual-company research, use the Buy Like Buffett company library.
This is a quarter-end snapshot filed later. Both funds may have traded since these dates, and portfolio overlap does not show whether either fund is better.
Data provenance
FXAIX holdings run 7f35c13d-dab5-4663-b04b-b5d91b2d68a2; SWPPX holdings run 7f35c13d-dab5-4663-b04b-b5d91b2d68a2. Method cusip6-equity-sleeve@1; identifier coverage 97.3% and 97.3%. Source accessions 0000035402-26-004626 and 0001410368-26-065993.