FSKAX vs XLK: 28% overlap

Fidelity Total Market Index and Technology Select Sector SPDR Fund share 28.3% 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 — FSKAX 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
28.3%
FSKAX expense ratio
0.01%
XLK expense ratio
0.08%

Top shared holdings

FSKAX and XLK hold 70 of the same securities. The ten contributing most to the overlap figure:

Holdingin FSKAXin XLKΔ
NVDA6.5%14.1%7.6%
AAPL5.9%13.2%7.3%
MSFT4.4%7.9%3.5%
AVGO2.3%5.2%2.9%
MU0.7%4.3%3.6%
AMD0.5%4.7%4.2%
PLTR0.5%1.9%1.5%
CSCO0.5%3.0%2.6%
AMAT0.4%3.0%2.6%
LRCX0.4%2.7%2.3%

Where FSKAX and XLK 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.

SectorFSKAXXLKΔ
Information Technology29.9%99.9%70.1pp
Financials12.2%0.0%+12.2pp
Health Care9.8%0.0%+9.8pp
Communication Services9.7%0.0%+9.7pp
Industrials9.6%0.0%+9.6pp
Consumer Discretionary9.6%0.0%+9.6pp
Consumer Staples5.1%0.0%+5.1pp
Unclassified4.0%0.0%+4.0pp

Δ is FSKAX minus XLK, 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
3,683 positions

71.6% of FSKAX by weight, held in no part of XLK.

Only in XLK
5 positions

3.2% of XLK 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

FSKAXXLK
Top 10 holdings32.1%61.3%
Positions held3,75476
Cost per $10,000 held, per year$1$8

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 XLK overlap?

FSKAX and XLK overlap 28.3% by portfolio weight — moderate overlap. They share 70 holdings. The figure comes from current issuer holdings files (FSKAX as of 2026-02-28, XLK as of 2026-07-23).

How is the overlap between FSKAX and XLK 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 XLK 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 XLK?

That depends on your goals — we state facts, not advice. At 28.3% overlap, each fund still contributes meaningfully distinct exposure.

What does FSKAX own that XLK doesn't?

FSKAX holds 3,754 positions and XLK holds 76; 3,683 of FSKAX's positions don't appear in XLK at all, and they are 71.6% of FSKAX by weight.

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Related comparisons

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