FBCG vs FDN overlap - what they share and where they differ

FBCG and FDN share 25.9% of their weight across 16 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

FBCG and FDN

25.9%

16 shared positions

FBCG

Fidelity Blue Chip Growth ETF

Reported positions cover 100% of the fund, 196 positions · Apr 30, 2026

Top 10: 61.0%·Holdings of FBCG

FDN

First Trust Dow Jones Internet Index Fund

Reported positions cover 100% of the fund, 40 positions · Jun 30, 2026

Top 10: 64.5%·Holdings of FDN

Reported positions cover FBCG 100%, FDN 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

FDN vs FBCG side by side

FBCGFidelity Blue Chip Growth ETF

196

stock positions reported to the SEC

73.8% of its weight is in 180 names FDN does not hold

FDNFirst Trust Dow Jones Internet Index Fund

40

stock positions reported to the SEC

33.3% of its weight is in 24 names FBCG does not hold

Where each fund's weight sits

FBCG
FDN
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
64.2%
73.4%
Consumer Cyclical
16.0%
15.4%
Healthcare
5.0%
0.0%
Industrials
2.7%
5.0%
Communication Services
2.4%
4.4%
Financial Services
0.0%
1.7%

The widest gap is Technology: FDN has 9.3 points more of it.

The figures side by side

FBCGFDN
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported19640
Weight of the ten largest61.0%64.5%
Largest positionNVDA 14.6%AMZN 10.0%
Held alone180 positions, 73.8%24 positions, 33.3%
Covered by stock positions100%100%

Holdings they share

StockIn FBCGIn FDNCounted
GOOGLALPHABET INC9.08%9.98%9.08%
AMZNAMAZON.COM INC8.40%9.98%8.40%
METAMETA PLATFORMS INC3.89%9.83%3.89%
NFLXNETFLIX INC2.22%3.90%2.22%
CVNACARVANA CO0.50%1.94%0.50%
ORCLORACLE CORP0.49%4.59%0.49%
NETCLOUDFLARE INC0.29%3.22%0.29%
DASHDOORDASH INC0.27%2.87%0.27%
RBLXROBLOX CORP0.16%1.50%0.16%
CRMSALESFORCE INC0.13%4.11%0.13%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in FBCG

NVDANVIDIA CORP14.58%
AAPLAPPLE INC9.61%
MSFTMICROSOFT CORP5.19%
AVGOBROADCOM INC3.73%
LLYELI LILLY and CO2.25%
MRVLMARVELL TECHNOLOGY INC2.03%
TSLATESLA INC1.45%
APPAPPLOVIN CORP1.26%
WDCWESTERN DIGITAL CORP1.19%
TAIWAN SEMICONDUCTOR MFG CO LTD1.12%

Only in FDN

CSCOCISCO SYSTEMS INC8.54%
BKNGBOOKING HOLDINGS INC4.98%
DDOGDATADOG INC3.53%
ABNBAIRBNB INC2.45%
EBAYEBAY INC2.04%
VEEVVEEVA SYSTEMS INC1.10%
CRWVCOREWEAVE INC1.08%
CPRTCOPART INC1.03%
WDAYWORKDAY INC1.03%
FFIVF5 INC0.96%

Questions people ask

Is FBCG the same as FDN?

25.9% of their weight sits in the same 16 holdings. FBCG also reports NVDA, AAPL, MSFT, which the other does not. FDN also reports CSCO, BKNG, DDOG, which the other does not.

How is the overlap between FBCG and FDN measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of FBCG and 100% of FDN, so the number cannot exceed the smaller coverage.

Which holds more, FDN or FBCG?

FBCG reports 196 stock positions and FDN reports 40. 73.8% of FBCG's weight sits in names FDN does not hold, and 33.3% of FDN's weight in names FBCG does not hold. The ten largest positions are 61.0% of FBCG and 64.5% of FDN.

How do FBCG and FDN differ by sector?

The widest gap is Technology: FDN has 9.3 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.