ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (FCNTX) and April 30, 2026 (SWPPX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > FCNTX vs SWPPX Holdings as of March 31, 2026 (FCNTX) and April 30, 2026 (SWPPX)

FCNTX vs SWPPX: Portfolio Overlap

Fidelity Contrafund vs Schwab S&P 500 Index Fund

48.0%
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.

FCNTX
389 equity holdings
as of March 31, 2026
SWPPX
501 equity holdings
as of April 30, 2026
162 stocks held in common
Overlap View Venn Diagram
48.0% OVERLAP FCNTX SWPPX
Overlapping Holdings
10 Top 10 of 162 shared, by overlap contribution
# Stock FCNTX SWPPX Overlap%
1
NVDA
 9.48% 7.85% 7.85%
2
AMZN
 5.76% 4.19% 4.19%
3
GOOGL
 3.91% 3.63% 3.63%
4
MSFT
 2.99% 4.90% 2.99%
5
GOOG
 2.42% 2.89% 2.42%
6
AAPL
 2.35% 6.45% 2.35%
7
META
 10.35% 2.17% 2.17%
8
AVGO
 1.88% 3.21% 1.88%
9
LLY
 1.84% 1.20% 1.20%
10
XOM
 1.54% 1.04% 1.04%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in FCNTX — Fidelity Contrafund
StockWeight
Space Exploration Technologies5.13%
Berkshire Hathaway Inc4.15%
TSM1.28%
Tencent Holdings Ltd0.63%
SHOP0.55%
Only in SWPPX — Schwab S&P 500 Index Fund
StockWeight
PG0.55%
ORCL0.44%
TXN0.41%
Linde PLC0.38%
IBM0.35%

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

FCNTX (Fidelity Contrafund) and SWPPX (Schwab S&P 500 Index Fund) share 48.0% portfolio overlap as of FCNTX's March 31, 2026 filing and SWPPX's April 30, 2026 filing, across 162 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 FCNTX 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 FCNTX and SWPPX?

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

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