ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (EFA) and May 31, 2026 (FIWGX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > EFA vs FIWGX Holdings as of April 30, 2026 (EFA) and May 31, 2026 (FIWGX)

EFA vs FIWGX: Portfolio Overlap

iShares MSCI EAFE ETF vs Strategic Advisers Fidelity Core Income Fund

0.0%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

EFA
705 equity holdings
as of April 30, 2026
FIWGX
68 equity holdings
as of May 31, 2026
0 stocks held in common
Overlap View Venn Diagram
0.0% OVERLAP EFA FIWGX
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in EFA — iShares MSCI EAFE ETF
StockWeight
ASML Holding NV2.60%
HSBC HOLDINGS PLC1.47%
AstraZeneca PLC1.36%
Roche Holding AG1.33%
Novartis AG1.30%
Only in FIWGX — Strategic Advisers Fidelity Core Income Fund
StockWeight
Fidelity Salem Street Trust44.42%
Fidelity Salem Street Trust14.39%
Fidelity Salem Street Trust6.03%
Fidelity Salem Street Trust5.83%
Fidelity Salem Street Trust5.19%

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 EFA and FIWGX?

EFA (iShares MSCI EAFE ETF) and FIWGX (Strategic Advisers Fidelity Core Income Fund) share 0.0% portfolio overlap as of EFA's April 30, 2026 filing and FIWGX's May 31, 2026 filing, across 0 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 EFA and FIWGX invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

What are the top stocks held by both EFA and FIWGX?

The most prominent shared holdings (by combined weight) are: none found. See the full common-holdings table on this page for weights in each fund.