ETF and Mutual Fund Analysis

Holdings as of May 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AGTHX vs FCTDX Holdings as of May 31, 2026

AGTHX vs FCTDX: Portfolio Overlap

Growth Fund of America vs Strategic Advisers Fidelity U.S. Total Stock Fund

29.1%
Weighted portfolio overlap
Moderate Overlap

Moderate Overlap. A recognisable amount of shared weight, common among funds drawing on the same large-cap pool. Much of it typically sits in the top conviction holdings.

AGTHX
313 equity holdings
as of May 31, 2026
FCTDX
1460 equity holdings
as of May 31, 2026
230 stocks held in common
Overlap View Venn Diagram
29.1% OVERLAP AGTHX FCTDX
Overlapping Holdings
10 Top 10 of 230 shared, by overlap contribution
# Stock AGTHX FCTDX Overlap%
1
NVDA
 6.25% 3.37% 3.37%
2
AMZN
 4.00% 2.00% 2.00%
3
MSFT
 4.25% 1.94% 1.94%
4
GOOGL
 3.12% 1.75% 1.75%
5
AAPL
 1.71% 2.27% 1.71%
6
GOOG
 3.04% 1.52% 1.52%
7
MU
 2.72% 1.09% 1.09%
8
AVGO
 5.21% 1.05% 1.05%
9
META
 4.18% 0.98% 0.98%
10
GE
 0.79% 0.61% 0.61%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AGTHX — Growth Fund of America
StockWeight
ANTHROPIC PBC1.42%
MSTR1.06%
NET1.05%
MELI0.65%
ASML Holding NV0.48%
Only in FCTDX — Strategic Advisers Fidelity U.S. Total Stock Fund
StockWeight
Fidelity Mt. Vernon Street Trust10.74%
Fidelity Salem Street Trust10.53%
Fidelity Salem Street Trust5.35%
Fidelity Magellan Fund3.88%
Fidelity Securities Fund3.66%

Run the full interactive analysis — compare up to 5 funds at once, see Venn diagrams, heatmaps, and more.

Run Full Analysis →
Frequently Asked Questions (FAQs)
What is the portfolio overlap between AGTHX and FCTDX?

AGTHX (Growth Fund of America) and FCTDX (Strategic Advisers Fidelity U.S. Total Stock Fund) share 29.1% portfolio overlap as of their May 31, 2026 filings, across 230 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do AGTHX and FCTDX invest in the same stocks?

Somewhat. The two funds share a meaningful set of stocks, though each also holds distinct positions the other does not.

What are the top stocks held by both AGTHX and FCTDX?

The most prominent shared holdings (by combined weight) are: NVDA, AMZN, MSFT. See the full common-holdings table on this page for weights in each fund.

Related Comparisons
AIVSX — Investment Co of America vs FCTDX — Strategic Advisers Fidelity U.S. Total Stock FundAWSHX — Washington Mutual Investors Fund vs FCTDX — Strategic Advisers Fidelity U.S. Total Stock FundAGTHX — Growth Fund of America vs AIVSX — Investment Co of AmericaAGTHX — Growth Fund of America vs AWSHX — Washington Mutual Investors FundFCTDX — Strategic Advisers Fidelity U.S. Total Stock Fund vs VFIAX — VANGUARD 500 INDEX FUNDAGTHX — Growth Fund of America vs VFIAX — VANGUARD 500 INDEX FUND