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FSDAX vs FIDU

Shared holdings
24
FSDAX covered by FIDU
20.38%
FIDU covered by FSDAX
20.38%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 30 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

FSDAX (Feb. 28, 2026)

SecurityWeight
GENERAL ELECTRIC CO22.40%
RTX CORP13.45%
BOEING CO/THE10.96%
HOWMET AEROSPACE INC4.97%
HEICO CORP CL A4.12%
GENERAL DYNAMICS CORPORATION4.09%
CURTISS WRIGHT CORPORATION3.15%
ROLLS-ROYCE HOLDINGS PLC2.78%
WOODWARD INC2.75%
CARPENTER TECHNOLOGY CORP2.73%
AXON ENTERPRISE INC2.57%
ROCKET LAB CORP2.48%
HUNTINGTON INGALLS INDUSTRIES INC2.46%
BOMBARDIER INC-B2.38%
TEXTRON INC2.25%
TRANSDIGM GROUP INC2.18%
ATI INC1.99%
L3HARRIS TECHNOLOGIES INC1.90%
STANDARDAERO INC1.59%
NORTHROP GRUMMAN CORP1.44%
LOCKHEED MARTIN CORP1.24%
Fidelity Securities Lending Cash Central Fund1.16%
MERCURY SYSTEMS INC1.01%
KARMAN HOLDINGS INC0.91%
CACI INTL-A0.87%
BAE SYSTEMS PLC0.80%
LEONARDO DRS INC0.75%
Fidelity Cash Central Fund0.42%
AEROVIRONMENT INC0.19%
BETA TECHNOLOGIES INC0.01%

FIDU (April 30, 2026)

SecurityWeight
CATERPILLAR INC5.96%
GENERAL ELECTRIC CO4.37%
GE VERNOVA LLC4.20%
RTX CORP3.38%
BOEING CO/THE2.57%
EATON CORP PLC2.41%
UNION PACIFIC CORP2.29%
DEERE & CO2.17%
UBER TECHNOLOGIES INC2.11%
HONEYWELL INTL INC1.95%
VERTIV HOLDINGS CO1.71%
PARKER HANNIFIN CORP1.64%
TRANE TECHNOLOGIES PLC1.56%
QUANTA SVCS INC1.55%
LOCKHEED MARTIN CORP1.54%
WASTE MANAGEMENT INC1.34%
HOWMET AEROSPACE INC1.33%
CUMMINS INC1.32%
FEDEX CORP1.29%
JOHNSON CONTROLS INTERNATIONAL PLC1.28%
AUTOMATIC DATA PROCESSING INC1.23%
CSX CORP1.21%
UNITED PARCEL SERVICE INC CL B1.15%
GENERAL DYNAMICS CORPORATION1.13%
EMERSON ELECTRIC CO1.13%
NORTHROP GRUMMAN CORP1.12%
3M CO1.11%
ILLINOIS TOOL WORKS INC1.02%
NORFOLK SOUTHERN CORP1.01%
TRANSDIGM GROUP INC0.93%
COMFORT SYSTEMS USA INC0.93%
BLOOM ENERGY CORP CL A0.91%
CINTAS CORP0.90%
PACCAR INC0.89%
UNITED RENTALS INC0.87%
L3HARRIS TECHNOLOGIES INC0.86%
AMETEK INC NEW0.78%
WW GRAINGER INC0.75%
FERGUSON ENTERPRISES INC0.75%
FASTENAL CO0.74%
CARRIER GLOBAL CORP0.73%
WESTINGHOUSE AIR BRAKE TECH CORP0.66%
ROCKWELL AUTOMATION INC0.66%
REPUBLIC SVCS0.65%
WASTE CONNECTIONS INC0.60%
OLD DOMINION FRT0.57%
EMCOR GROUP INC0.57%
ROCKET LAB CORP0.57%
INGERSOLL RAND INC0.45%
DOVER CORP0.44%

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