ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (FBGRX) and August 12, 2026 (SPY)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > FBGRX vs SPY Holdings as of April 30, 2026 (FBGRX) and August 12, 2026 (SPY)

FBGRX vs SPY: Portfolio Overlap

Fidelity Blue Chip Growth Fund vs SPDR® S&P 500® ETF Trust

46.4%
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.

FBGRX
326 equity holdings
as of April 30, 2026
SPY
505 equity holdings
as of August 12, 2026
104 stocks held in common
Overlap View Venn Diagram
46.4% OVERLAP FBGRX SPY
Overlapping Holdings
10 Top 10 of 104 shared, by overlap contribution
# Stock FBGRX SPY Overlap%
1
NVDA
 15.08% 8.14% 8.14%
2
AAPL
 9.48% 6.66% 6.66%
3
MSFT
 5.11% 5.49% 5.11%
4
AMZN
 8.30% 3.92% 3.92%
5
GOOGL
 8.93% 3.02% 3.02%
6
AVGO
 3.90% 2.95% 2.95%
7
META
 3.80% 1.91% 1.91%
8
LLY
 2.18% 1.45% 1.45%
9
TSLA
 1.40% 1.38% 1.38%
10
MU
 0.86% 1.54% 0.86%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in FBGRX — Fidelity Blue Chip Growth Fund
StockWeight
Space Exploration Technologies3.28%
TSM1.14%
Celestica Inc.0.86%
SharkNinja Inc0.66%
ALAB0.52%
Only in SPY — SPDR® S&P 500® ETF Trust
StockWeight
GOOG2.43%
JPM1.47%
BRK.B1.40%
XOM0.99%
WMT0.76%

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 FBGRX and SPY?

FBGRX (Fidelity Blue Chip Growth Fund) and SPY (SPDR® S&P 500® ETF Trust) share 46.4% portfolio overlap as of FBGRX's April 30, 2026 filing and SPY's August 12, 2026 filing, across 104 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 FBGRX and SPY 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 FBGRX and SPY?

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

Related Comparisons
FCNTX — Fidelity Contrafund vs SPY — SPDR® S&P 500® ETF TrustFBGRX — Fidelity Blue Chip Growth Fund vs FDGRX — Fidelity Growth Company FundFBGRX — Fidelity Blue Chip Growth Fund vs FXAIX — Fidelity 500 Index FundFCTDX — Strategic Advisers Fidelity U.S. Total Stock Fund vs SPYM — State Street(R) SPDR(R) Portfolio S&P 500(R) ETFAMCFX — AMCAP Fund vs SPYM — State Street(R) SPDR(R) Portfolio S&P 500(R) ETFFXAIX — Fidelity 500 Index Fund vs SPYM — State Street(R) SPDR(R) Portfolio S&P 500(R) ETF