FSKAX vs VTV: 39% overlap

Fidelity Total Market Index and Vanguard Value ETF share 38.7% 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 4 months apart — FSKAX as of 2026-02-28, the rest through 2026-06-30. Each fund is compared using its most recent file, so any trading in between shows up as a difference.

Hold both, 50/50
1.6Effective Funds

You would hold two tickers and get the diversification of 1.6. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
38.7%
FSKAX expense ratio
0.01%
VTV expense ratio
0.03%

Top shared holdings

FSKAX and VTV hold 285 of the same securities. The ten contributing most to the overlap figure:

Holdingin FSKAXin VTVΔ
BRK-B1.4%2.9%1.6%
JPM1.2%3.1%1.8%
XOM1.0%2.1%1.2%
JNJ0.9%2.3%1.4%
WMT0.8%1.9%1.0%
MU0.7%4.9%4.2%
ABBV0.6%1.7%1.0%
PG0.6%1.3%0.7%
HD0.6%1.3%0.7%
GE0.5%0.7%0.2%

Where FSKAX and VTV 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.

SectorFSKAXVTVΔ
Information Technology29.9%14.1%+15.8pp
Financials12.2%22.1%9.9pp
Communication Services9.7%2.9%+6.8pp
Consumer Discretionary9.6%3.9%+5.7pp
Health Care9.8%15.1%5.3pp
Industrials9.6%15.0%5.3pp
Consumer Staples5.1%8.7%3.6pp
Unclassified4.0%0.5%+3.4pp

Δ is FSKAX minus VTV, 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 FSKAX
3,468 positions

61.5% of FSKAX by weight, held in no part of VTV.

Only in VTV
24 positions

6.1% of VTV by weight, held in no part of FSKAX.

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

Concentration and cost

FSKAXVTV
Top 10 holdings32.1%23.6%
Positions held3,754309
Cost per $10,000 held, per year$1$3

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 FSKAX and VTV overlap?

FSKAX and VTV overlap 38.7% by portfolio weight — moderate overlap. They share 285 holdings. The figure comes from current issuer holdings files (FSKAX as of 2026-02-28, VTV as of 2026-06-30).

How is the overlap between FSKAX and VTV calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If FSKAX holds a stock at 6% and VTV 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 FSKAX and VTV?

That depends on your goals — we state facts, not advice. At 38.7% overlap, each fund still contributes meaningfully distinct exposure.

What does FSKAX own that VTV doesn't?

FSKAX holds 3,754 positions and VTV holds 309; 3,468 of FSKAX's positions don't appear in VTV at all, and they are 61.5% of FSKAX by weight.

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Related comparisons

Sources: issuer holdings files, FSKAX as of 2026-02-28, VTV as of 2026-06-30. Weights are fractions of each fund. Diagnostics, not advice.