FXAIX vs IEMG: 0% overlap

Fidelity 500 Index and iShares Core MSCI Emerging Markets ETF share 0.4% 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
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
0.4%
FXAIX expense ratio
0.01%
IEMG expense ratio
0.09%

Top shared holdings

FXAIX and IEMG hold 12 of the same securities. The ten contributing most to the overlap figure:

Holdingin FXAIXin IEMGΔ
CASH0.3%0.4%0.1%
HAL0.1%0.1%0.0%
BDX0.1%0.0%0.1%
MOH0.0%0.0%0.0%
CCL0.1%0.0%0.1%
ECL0.1%0.0%0.1%
LULU0.0%0.0%0.0%
SRE0.1%0.0%0.1%
IEX0.0%0.0%0.0%
PTC0.0%0.0%0.0%

Where FXAIX and IEMG 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.

SectorFXAIXIEMGΔ
Information Technology31.8%39.8%8.0pp
Health Care9.6%3.1%+6.4pp
Financials12.0%18.1%6.1pp
Communication Services10.5%5.4%+5.1pp
Materials1.5%5.8%4.3pp
Unclassified3.3%0.0%+3.3pp
Consumer Staples5.4%3.0%+2.4pp
Consumer Discretionary9.7%8.5%+1.2pp

Δ is FXAIX minus IEMG, 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 FXAIX
493 positions

99.3% of FXAIX by weight, held in no part of IEMG.

Only in IEMG
2,777 positions

98.7% of IEMG by weight, held in no part of FXAIX.

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

Concentration and cost

FXAIXIEMG
Top 10 holdings36.4%33.6%
Positions held5062,790
Cost per $10,000 held, per year$1$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 FXAIX and IEMG overlap?

FXAIX and IEMG overlap 0.4% by portfolio weight — largely distinct portfolios. They share 12 holdings. The figure comes from current issuer holdings files (FXAIX as of 2026-02-28, IEMG as of 2026-07-23).

How is the overlap between FXAIX and IEMG calculated?

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

That depends on your goals — we state facts, not advice. At 0.4% overlap, each fund still contributes meaningfully distinct exposure.

What does FXAIX own that IEMG doesn't?

FXAIX holds 506 positions and IEMG holds 2,790; 493 of FXAIX's positions don't appear in IEMG at all, and they are 99.3% of FXAIX by weight.

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Related comparisons

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