# Portfolio overlap — FTRIX vs SWPPX

Comparing **Fidelity Mega Cap Stock Fund** (2026-03-31) and **Schwab S&P 500 Index Fund** (2026-01-31).

- Shared positions: 90
- Fidelity Mega Cap Stock Fund covered by Schwab S&P 500 Index Fund: 0.5122695912718615493720481788
- Schwab S&P 500 Index Fund covered by Fidelity Mega Cap Stock Fund: 0.5122695912718615493720481787

## Fidelity Mega Cap Stock Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.085535 | ✓ |
| MICROSOFT CORP | 0.054862 | ✓ |
| BOEING CO/THE | 0.044597 | ✓ |
| EXXON MOBIL CORP | 0.043284 | ✓ |
| APPLE INC | 0.043277 | ✓ |
| WELLS FARGO & CO | 0.042295 | ✓ |
| GE VERNOVA LLC | 0.040790 | ✓ |
| GENERAL ELECTRIC CO | 0.037699 | ✓ |
| AMAZON.COM INC | 0.036637 | ✓ |
| Fidelity Cash Central Fund | 0.035692 |  |
| ALPHABET INC CL A | 0.035673 | ✓ |
| ALPHABET INC CL C | 0.030988 | ✓ |
| META PLATFORMS INC CL A | 0.028272 | ✓ |
| SHELL PLC SPONS ADR | 0.025723 |  |
| BROADCOM INC | 0.024299 | ✓ |
| BANK OF AMERICA CORPORATION | 0.024037 | ✓ |
| IMPERIAL OIL LTD | 0.019719 |  |
| Fidelity Securities Lending Cash Central Fund | 0.015529 |  |
| VISA INC-CLASS A | 0.012096 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.011288 |  |
| UNITEDHEALTH GRP | 0.011207 | ✓ |
| UNITED PARCEL SERVICE INC CL B | 0.011195 | ✓ |
| KENVUE INC | 0.009773 | ✓ |
| GSK plc SPONSORED ADR | 0.009383 |  |
| CONOCOPHILLIPS | 0.008866 | ✓ |
| SPONSORED ADR | 0.008626 |  |
| MICRON TECHNOLOGY INC | 0.008140 | ✓ |
| UCB SA | 0.008123 |  |
| BOSTON SCIENTIFIC CORP | 0.007704 | ✓ |
| HOME DEPOT INC | 0.007056 | ✓ |
| KEURIG DR PEPPER INC | 0.007034 | ✓ |
| COCA-COLA CO/THE | 0.007000 | ✓ |
| LAM RESEARCH CORP | 0.006625 | ✓ |
| LOWES COS INC | 0.006460 | ✓ |
| PHILIP MORRIS INTL INC | 0.006417 | ✓ |
| APOLLO GLOBAL MANAGEMENT INC | 0.006059 | ✓ |
| MASTERCARD INC CL A | 0.006056 | ✓ |
| KKR & CO INC | 0.005766 | ✓ |
| DANAHER CORP | 0.005643 | ✓ |
| COMCAST CORP CL A | 0.005368 | ✓ |
| HALEON PLC SPONS ADR | 0.005330 |  |
| NETFLIX INC | 0.005265 | ✓ |
| CHEVRON CORP | 0.005249 | ✓ |
| PNC FINANCIAL SERVICES GRP INC | 0.005021 | ✓ |
| SOUTHERN CO | 0.004709 | ✓ |
| ALCON INC | 0.004667 |  |
| TARGET CORP | 0.004577 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.004479 | ✓ |
| LILLY ELI and CO | 0.004266 | ✓ |
| ARTHUR J GALLAGHAR AND CO | 0.004100 | ✓ |

## Schwab S&P 500 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.078383 | ✓ |
| APPLE INC | 0.064704 | ✓ |
| MICROSOFT CORP | 0.053966 | ✓ |
| AMAZON.COM INC | 0.039307 | ✓ |
| ALPHABET INC CL A | 0.033190 | ✓ |
| ALPHABET INC CL C | 0.026568 | ✓ |
| BROADCOM INC | 0.026414 | ✓ |
| META PLATFORMS INC CL A | 0.026347 | ✓ |
| TESLA INC | 0.020423 |  |
| BERKSHIRE HATH-B | 0.014877 |  |
| JPMORGAN CHASE and CO | 0.014062 | ✓ |
| LILLY ELI and CO | 0.013909 | ✓ |
| EXXON MOBIL CORP | 0.010067 | ✓ |
| JOHNSON&JOHNSON | 0.009245 | ✓ |
| VISA INC-CLASS A | 0.009170 | ✓ |
| WALMART INC | 0.008820 |  |
| MICRON TECHNOLOGY INC | 0.007866 | ✓ |
| MASTERCARD INC CL A | 0.007464 | ✓ |
| COSTCO WHOLESALE CORP | 0.007039 |  |
| ABBVIE INC | 0.006657 |  |
| ADV MICRO DEVICE | 0.006509 |  |
| HOME DEPOT INC | 0.006298 | ✓ |
| BANK OF AMERICA CORPORATION | 0.006034 | ✓ |
| PROCTER & GAMBLE | 0.005990 | ✓ |
| NETFLIX INC | 0.005975 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005657 |  |
| CHEVRON CORP | 0.005653 | ✓ |
| GENERAL ELECTRIC CO | 0.005464 | ✓ |
| CISCO SYSTEMS INC | 0.005211 |  |
| CATERPILLAR INC | 0.005197 | ✓ |
| LAM RESEARCH CORP | 0.004951 | ✓ |
| COCA-COLA CO/THE | 0.004895 | ✓ |
| INTL BUS MACH CORP | 0.004840 |  |
| WELLS FARGO & CO | 0.004797 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004737 |  |
| PHILIP MORRIS INTL INC | 0.004719 | ✓ |
| ORACLE CORP | 0.004673 | ✓ |
| MERCK & CO | 0.004621 | ✓ |
| RTX CORP | 0.004548 | ✓ |
| UNITEDHEALTH GRP | 0.004389 | ✓ |
| APPLIED MATERIALS INC | 0.004335 | ✓ |
| MCDONALDS CORP | 0.003787 |  |
| MORGAN STANLEY | 0.003728 |  |
| THERMO FISHER SCIENTIFIC INC | 0.003670 | ✓ |
| LINDE PLC | 0.003603 | ✓ |
| PEPSICO INC | 0.003548 | ✓ |
| INTEL CORP | 0.003519 |  |
| CITIGROUP INC | 0.003499 |  |
| SALESFORCE INC | 0.003416 | ✓ |
| WALT DISNEY CO/T | 0.003403 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000035402-26-003391` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/35348/000003540226003391/0000035402-26-003391-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030044` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030044/0001410368-26-030044-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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