DIA vs FXAIX: 28% overlap

SPDR Dow Jones Industrial Average ETF and Fidelity 500 Index share 28.4% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Different holding dates. These holdings were published about 5 months apart — FXAIX as of 2026-02-28, the rest through 2026-07-23. Each fund is compared using its most recent file, so any trading in between shows up as a difference.

Hold both, 50/50
1.7Effective Funds

You would hold two tickers and get the diversification of 1.7. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
28.4%
DIA expense ratio
0.16%
FXAIX expense ratio
0.01%

Top shared holdings

DIA and FXAIX hold 29 of the same securities. The ten contributing most to the overlap figure:

Holdingin DIAin FXAIXΔ
MSFT4.4%5.0%0.6%
AAPL3.7%6.6%2.9%
GOOGL3.6%3.1%0.6%
AMZN2.7%3.5%0.8%
NVDA2.4%7.3%4.9%
JPM4.0%1.4%2.6%
JNJ3.0%1.0%2.0%
WMT1.2%1.0%0.3%
V4.0%0.9%3.1%
PG1.7%0.7%1.0%

Where DIA and FXAIX differ

Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.

SectorDIAFXAIXΔ
Financials28.6%12.0%+16.7pp
Information Technology15.9%31.8%15.8pp
Industrials17.5%8.3%+9.1pp
Communication Services4.7%10.5%5.8pp
Health Care13.6%9.6%+4.0pp
Unclassified0.0%3.3%3.3pp
Utilities0.0%2.4%2.4pp
Materials3.6%1.5%+2.1pp

Δ is DIA minus FXAIX, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.

What each fund holds alone

Only in DIA
1 positions

2.8% of DIA by weight, held in no part of FXAIX.

Only in FXAIX
476 positions

62.5% of FXAIX by weight, held in no part of DIA.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

DIAFXAIX
Top 10 holdings56.2%36.4%
Positions held31506
Cost per $10,000 held, per year$16$1

Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.

Frequently asked

How much do DIA and FXAIX overlap?

DIA and FXAIX overlap 28.4% by portfolio weight — moderate overlap. They share 29 holdings. The figure comes from current issuer holdings files (DIA as of 2026-07-23, FXAIX as of 2026-02-28).

How is the overlap between DIA and FXAIX calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If DIA holds a stock at 6% and FXAIX holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.

Is it redundant to hold both DIA and FXAIX?

That depends on your goals — we state facts, not advice. At 28.4% overlap, each fund still contributes meaningfully distinct exposure.

What does DIA own that FXAIX doesn't?

DIA holds 31 positions and FXAIX holds 506; 1 of DIA's positions don't appear in FXAIX at all, and they are 2.8% of DIA by weight.

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Related comparisons

Sources: issuer holdings files, DIA as of 2026-07-23, FXAIX as of 2026-02-28. Weights are fractions of each fund. Diagnostics, not advice.