ETF and Mutual Fund Analysis

Holdings as of May 31, 2026 (FSAKX) and March 31, 2026 (IJH)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > FSAKX vs IJH Holdings as of May 31, 2026 (FSAKX) and March 31, 2026 (IJH)

FSAKX vs IJH: Portfolio Overlap

Strategic Advisers U.S. Total Stock Fund vs iShares Core S&P Mid-Cap ETF

5.7%
Weighted portfolio overlap
Low Overlap

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

FSAKX
1984 equity holdings
as of May 31, 2026
IJH
399 equity holdings
as of March 31, 2026
350 stocks held in common
Overlap View Venn Diagram
5.7% OVERLAP FSAKX IJH
Overlapping Holdings
10 Top 10 of 350 shared, by overlap contribution
# Stock FSAKX IJH Overlap%
1
BURL
 0.13% 0.64% 0.13%
2
UTHR
 0.11% 0.80% 0.11%
3
Fabrinet
 0.10% 0.59% 0.10%
4
USFD
 0.09% 0.64% 0.09%
5
FLEX LTD
 0.08% 0.76% 0.08%
6
P
 0.07% 0.58% 0.07%
7
BWA
 0.07% 0.35% 0.07%
8
BJ
 0.07% 0.40% 0.07%
9
SNX
 0.07% 0.40% 0.07%
10
EXEL
 0.07% 0.35% 0.07%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in FSAKX — Strategic Advisers U.S. Total Stock Fund
StockWeight
Fidelity Mt. Vernon Street Trust5.57%
NVDA5.37%
AAPL4.18%
MSFT3.51%
Fidelity Salem Street Trust3.37%
Only in IJH — iShares Core S&P Mid-Cap ETF
StockWeight
DTM0.43%
OKTA0.42%
PINS0.34%
OGE0.31%
VNOM0.27%

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 FSAKX and IJH?

FSAKX (Strategic Advisers U.S. Total Stock Fund) and IJH (iShares Core S&P Mid-Cap ETF) share 5.7% portfolio overlap as of FSAKX's May 31, 2026 filing and IJH's March 31, 2026 filing, across 350 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 FSAKX and IJH 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 FSAKX and IJH?

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

Related Comparisons
FSKAX — Fidelity Total Market Index Fund vs IJH — iShares Core S&P Mid-Cap ETFCAIBX — Capital Income Builder vs FSAKX — Strategic Advisers U.S. Total Stock FundDODGX — Dodge & Cox Stock Fund vs IJH — iShares Core S&P Mid-Cap ETFFBGRX — Fidelity Blue Chip Growth Fund vs FSAKX — Strategic Advisers U.S. Total Stock FundFCNTX — Fidelity Contrafund vs FSAKX — Strategic Advisers U.S. Total Stock FundIJH — iShares Core S&P Mid-Cap ETF vs VTSAX — VANGUARD TOTAL STOCK MARKET INDEX FUND