ETF and Mutual Fund Analysis

Holdings as of April 30, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > FBGRX vs SWPPX Holdings as of April 30, 2026

FBGRX vs SWPPX: Portfolio Overlap

Fidelity Blue Chip Growth Fund vs Schwab S&P 500 Index Fund

47.4%
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
SWPPX
501 equity holdings
as of April 30, 2026
108 stocks held in common
Overlap View Venn Diagram
47.4% OVERLAP FBGRX SWPPX
Overlapping Holdings
10 Top 10 of 108 shared, by overlap contribution
# Stock FBGRX SWPPX Overlap%
1
NVDA
 15.08% 7.85% 7.85%
2
AAPL
 9.48% 6.45% 6.45%
3
MSFT
 5.11% 4.90% 4.90%
4
AMZN
 8.30% 4.19% 4.19%
5
GOOGL
 8.93% 3.63% 3.63%
6
AVGO
 3.90% 3.21% 3.21%
7
META
 3.80% 2.17% 2.17%
8
TSLA
 1.40% 1.74% 1.40%
9
LLY
 2.18% 1.20% 1.20%
10
MU
 0.86% 0.94% 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%
MRVL1.99%
TSM1.14%
Celestica Inc.0.86%
SharkNinja Inc0.66%
Only in SWPPX — Schwab S&P 500 Index Fund
StockWeight
GOOG2.89%
BRK.B1.41%
JPM1.37%
WMT0.94%
CSCO0.59%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between FBGRX and SWPPX?

FBGRX (Fidelity Blue Chip Growth Fund) and SWPPX (Schwab S&P 500 Index Fund) share 47.4% portfolio overlap as of their April 30, 2026 filings, across 108 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 SWPPX 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 SWPPX?

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.

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