FZROX vs SCHB: 95% overlap

Fidelity ZERO Total Market Index and Schwab U.S. Broad Market ETF share 95.0% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Different holding dates. These holdings were published 31 days apart — FZROX as of 2026-04-30, the rest through 2026-05-31. Each fund is compared using its most recent file, so any trading in between shows up as a difference.

Hold both, 50/50
1.0Effective Funds

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

Overlap
95.0%
FZROX expense ratio
0.00%
SCHB expense ratio
0.03%

Top shared holdings

FZROX and SCHB hold 2,335 of the same securities. The ten contributing most to the overlap figure:

Holdingin FZROXin SCHBΔ
NVDA6.9%7.0%0.1%
AAPL5.7%6.3%0.6%
MSFT4.3%4.6%0.2%
AMZN3.7%3.6%0.1%
GOOGL3.2%3.0%0.2%
AVGO2.8%2.9%0.1%
GOOG2.6%2.4%0.1%
META1.9%1.9%0.0%
TSLA1.5%1.7%0.1%
BRK-B1.2%1.2%0.1%

Where FZROX and SCHB 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.

SectorFZROXSCHBΔ
Information Technology32.3%35.8%3.5pp
Financials11.8%11.1%+0.7pp
Communication Services10.1%9.6%+0.5pp
Cash and/or Derivatives0.6%0.2%+0.4pp
Industrials9.2%8.8%+0.4pp
Consumer Staples4.6%4.3%+0.4pp
Energy3.5%3.2%+0.4pp
Consumer Discretionary9.6%9.3%+0.3pp

Δ is FZROX minus SCHB, 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 FZROX
349 positions

0.6% of FZROX by weight, held in no part of SCHB.

Only in SCHB
71 positions

0.2% of SCHB by weight, held in no part of FZROX.

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

Concentration and cost

FZROXSCHB
Top 10 holdings34.0%34.9%
Positions held2,6852,407
Cost per $10,000 held, per year$0$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 FZROX and SCHB overlap?

FZROX and SCHB overlap 95.0% by portfolio weight — they are effectively the same fund. They share 2,335 holdings. The figure comes from current issuer holdings files (FZROX as of 2026-04-30, SCHB as of 2026-05-31).

How is the overlap between FZROX and SCHB calculated?

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

That depends on your goals — we state facts, not advice. At 95.0% overlap, most of what one fund holds, the other holds too. Expense ratios: FZROX 0.00% versus SCHB 0.03%.

What does FZROX own that SCHB doesn't?

FZROX holds 2,685 positions and SCHB holds 2,407; 349 of FZROX's positions don't appear in SCHB at all, and they are 0.6% of FZROX by weight.

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Related comparisons

Sources: issuer holdings files, FZROX as of 2026-04-30, SCHB as of 2026-05-31. Weights are fractions of each fund. Diagnostics, not advice.