ETF and Mutual Fund Analysis

Holdings as of May 31, 2026 (FXAIX) and March 31, 2026 (IJR)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > FXAIX vs IJR Holdings as of May 31, 2026 (FXAIX) and March 31, 2026 (IJR)

FXAIX vs IJR: Portfolio Overlap

Fidelity 500 Index Fund vs iShares Core S&P Small-Cap ETF

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.

FXAIX
503 equity holdings
as of May 31, 2026
IJR
586 equity holdings
as of March 31, 2026
0 stocks held in common
Overlap View Venn Diagram
0.0% OVERLAP FXAIX IJR
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in FXAIX — Fidelity 500 Index Fund
StockWeight
NVDA7.90%
AAPL7.05%
MSFT5.15%
AMZN4.07%
GOOGL3.41%
Only in IJR — iShares Core S&P Small-Cap ETF
StockWeight
EMN0.60%
VIAV0.53%
PRIM0.53%
ESI0.53%
AGX0.52%

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 FXAIX and IJR?

FXAIX (Fidelity 500 Index Fund) and IJR (iShares Core S&P Small-Cap ETF) share 0.0% portfolio overlap as of FXAIX's May 31, 2026 filing and IJR's March 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 FXAIX and IJR 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 FXAIX and IJR?

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.

Related Comparisons
FXAIX — Fidelity 500 Index Fund vs RSP — Invesco S&P 500 Equal Weight ETFEAGRX — First Eagle Global Fund vs IJR — iShares Core S&P Small-Cap ETFIJR — iShares Core S&P Small-Cap ETF vs SPY — SPDR® S&P 500® ETF TrustCSPAX — SMALLCAP World Fund Inc vs FXAIX — Fidelity 500 Index FundFXAIX — Fidelity 500 Index Fund vs IJH — iShares Core S&P Mid-Cap ETFIJR — iShares Core S&P Small-Cap ETF vs VTV — VANGUARD VALUE INDEX FUND