FTIHX vs SPY: 0% overlap

Fidelity Total International Index and SPDR S&P 500 ETF Trust share 0.1% 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 3 months apart — FTIHX as of 2026-04-30, 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
2.0Effective Funds

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

Overlap
0.1%
FTIHX expense ratio
0.06%
SPY expense ratio
0.09%

Top shared holdings

FTIHX and SPY hold 3 of the same securities. The ten contributing most to the overlap figure:

Holdingin FTIHXin SPYΔ
PPL0.1%0.0%0.0%
L0.1%0.0%0.0%
LULU0.0%0.0%0.0%

Where FTIHX and SPY 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.

SectorFTIHXSPYΔ
Unclassified94.6%0.0%+94.6pp
Information Technology0.0%37.5%37.5pp
Financials1.3%12.4%11.0pp
Health Care0.0%9.1%9.1pp
Communication Services0.2%9.3%9.1pp
Industrials0.4%8.9%8.5pp
Consumer Discretionary0.3%8.8%8.5pp
Consumer Staples0.4%4.6%4.2pp

Δ is FTIHX minus SPY, 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 FTIHX
5,053 positions

100.3% of FTIHX by weight, held in no part of SPY.

Only in SPY
501 positions

99.8% of SPY by weight, held in no part of FTIHX.

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

Concentration and cost

FTIHXSPY
Top 10 holdings14.4%36.9%
Positions held5,057505
Cost per $10,000 held, per year$6$9

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 FTIHX and SPY overlap?

FTIHX and SPY overlap 0.1% by portfolio weight — largely distinct portfolios. They share 3 holdings. The figure comes from current issuer holdings files (FTIHX as of 2026-04-30, SPY as of 2026-07-23).

How is the overlap between FTIHX and SPY calculated?

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

That depends on your goals — we state facts, not advice. At 0.1% overlap, each fund still contributes meaningfully distinct exposure.

What does FTIHX own that SPY doesn't?

FTIHX holds 5,057 positions and SPY holds 505; 5,053 of FTIHX's positions don't appear in SPY at all, and they are 100.3% of FTIHX by weight.

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Related comparisons

Sources: issuer holdings files, FTIHX as of 2026-04-30, SPY as of 2026-07-23. Weights are fractions of each fund. Diagnostics, not advice.