ETF and Mutual Fund Analysis

Holdings as of May 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > FXAIX vs VWELX Holdings as of May 31, 2026

FXAIX vs VWELX: Portfolio Overlap

Fidelity 500 Index Fund vs Vanguard Wellington Fund

50.1%
Weighted portfolio overlap
High Overlap

The two funds are running highly redundant strategies — the same market exposure is paid for through two expense ratios.

FXAIX
503 equity holdings
as of May 31, 2026
VWELX
82 equity holdings
as of May 31, 2026
66 stocks held in common
Overlap View Venn Diagram
50.1% OVERLAP FXAIX VWELX
Overlapping Holdings
10 Top 10 of 66 shared, by overlap contribution
# Stock FXAIX VWELX Overlap%
1
NVDA
 7.90% 7.89% 7.89%
2
AAPL
 7.05% 6.29% 6.29%
3
MSFT
 5.15% 5.77% 5.15%
4
AMZN
 4.07% 5.30% 4.07%
5
GOOGL
 3.41% 7.36% 3.41%
6
AVGO
 3.26% 4.16% 3.26%
7
META
 2.13% 2.59% 2.13%
8
MU
 1.68% 1.69% 1.68%
9
LLY
 1.35% 1.88% 1.35%
10
AMD
 1.30% 1.77% 1.30%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in FXAIX — Fidelity 500 Index Fund
StockWeight
GOOG2.71%
BRK.B1.34%
JNJ0.84%
V0.84%
WMT0.78%
Only in VWELX — VANGUARD WELLINGTON FUND
StockWeight
UBS Group AG1.39%
ETN1.20%
British American Tobacco PLC1.14%
SNOW0.89%
TSM0.83%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between FXAIX and VWELX?

FXAIX (Fidelity 500 Index Fund) and VWELX (Vanguard Wellington Fund) share 50.1% portfolio overlap as of their May 31, 2026 filings, across 66 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 VWELX invest in the same stocks?

Largely yes. A substantial portion of both portfolios consists of the same stocks, leaving limited room for differentiation.

What are the top stocks held by both FXAIX and VWELX?

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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