FBCG vs SPYG: Holdings Overlap
FBCGFidelity Blue Chip Growth ETF
Fidelity · 214 holdings · $6.9B · as of 2026-04-30
SPYGState Street® SPDR® Portfolio S&P 500® Growth ETF
State Street (SPDR) · 147 holdings · $54.7B · as of 2026-08-06
Holdings snapshots are 98 days apart (FBCG: 2026-04-30, SPYG: 2026-08-06). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are FBCG and SPYG?
Fidelity Blue Chip Growth ETF (FBCG, by Fidelity) holds 214 positions; State Street® SPDR® Portfolio S&P 500® Growth ETF (SPYG, by State Street (SPDR)) holds 147. They have 68 holdings in common, and by portfolio weight the two funds are 59.6% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 59.6%Sum of the smaller weight of each shared holding
- Shared Holdings
- 68FBCG holds 214 · SPYG holds 147
- Weight in Shared Holdings
- FBCG 80%·SPYG 78%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in FBCG
146 of 214 positions (19.7% of the fund) are not held by SPYG. Showing the top 30 by weight.
Only in SPYG
79 of 147 positions (21.7% of the fund) are not held by FBCG. Showing the top 30 by weight.
Sector Breakdown
| Sector | FBCG | SPYG |
|---|---|---|
| Information Technology | 48.3% | 52.5% |
| Communication Services | 17.1% | 15.3% |
| Consumer Discretionary | 16.8% | 8.4% |
| Financials | 2.1% | 9.0% |
| Industrials | 6.1% | 6.4% |
| Other Sectors | 8.5% | 8.4% |
| Unclassified | 0.7% | 0.0% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (1% of FBCG, 0% of SPYG).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| FBCG | +2.6% | +14.4% | +23.8% | +27.2% | +13.5% | — | 0.04% |
| SPYG | +4.4% | +15.6% | +25.4% | +26.9% | +14.2% | +17.9% | 0.47% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in FBCG vs SPYG →
Shared Holdings(68)
The top 10 shared positions account for 80% of the overlap, led by NVDA, AAPL and GOOGL.
 NVDANVIDIA Corp. COM | 14.58% | 14.58% | 14.58% |
|---|---|---|---|
 AAPLApple Inc. COM | 9.61% | 6.30% | 6.30% |
 GOOGLAlphabet Inc. CAP STK CL A | 9.08% | 5.76% | 5.76% |
 MSFTMicrosoft Corp. COM | 5.19% | 10.20% | 5.19% |
 AMZNAmazon.com, Inc. COM | 8.40% | 3.88% | 3.88% |
 AVGOBroadcom Inc COM | 3.73% | 5.47% | 3.73% |
 METAMeta Platforms, Inc., Class A | 3.89% | 3.56% | 3.56% |
 LLYEli Lilly & Co. COM | 2.25% | 2.59% | 2.25% |
 TSLATesla Inc COM | 1.45% | 1.53% | 1.45% |
 NFLXNetflix, Inc. COM | 2.22% | 0.85% | 0.85% |
 MUMicron Technology Inc. COM | 0.82% | 2.73% | 0.82% |
 MAMasterCard Incorporated CL A | 0.80% | 0.86% | 0.80% |
 GEVGE Vernova Inc. COM | 0.82% | 0.74% | 0.74% |
 SNDKSandisk Corporation COM | 0.81% | 0.51% | 0.51% |
 WELLWelltower Inc. COM | 0.58% | 0.46% | 0.46% |
 ABBVAbbVie Inc. COM | 0.42% | 0.54% | 0.42% |
 GEGeneral Electric Co. | 0.39% | 0.56% | 0.39% |
 APHAmphenol Corporation CL A | 0.38% | 0.58% | 0.38% |
 PLTRPalantir Technologies, Inc., Class A | 0.37% | 0.98% | 0.37% |
 ORCLOracle Corp. COM | 0.49% | 0.35% | 0.35% |
 STXSeagate Technology Holdings PLC ORD SHS | 0.38% | 0.34% | 0.34% |
 HWMHowmet Aerospace Inc COM | 0.36% | 0.32% | 0.32% |
 TJXThe TJX Companies Inc. COM | 0.39% | 0.27% | 0.27% |
 VVisa, Inc., Class A | 0.26% | 0.93% | 0.26% |
 APPAppLovin Corp., Class A | 1.26% | 0.25% | 0.25% |
Frequently Asked Questions
How much do FBCG and SPYG overlap?
FBCG and SPYG overlap by 59.6% of portfolio weight. They share 68 holdings (FBCG holds 214 positions and SPYG holds 147), based on each fund's latest SEC-reported holdings.
Is it redundant to own both FBCG and SPYG?
The two portfolios are 59.6% identical by weight. Owning both is defensible: they share a meaningful core, but each fund adds exposure the other lacks.
What are the biggest shared holdings of FBCG and SPYG?
The largest positions held by both funds are NVDA, AAPL, GOOGL, MSFT and AMZN. Together the top 10 shared positions account for 80% of the total overlap.
What does FBCG own that SPYG doesn't?
146 positions (19.7% of FBCG) are unique to FBCG, led by WDC, TSM and CLS. In the other direction, 79 positions (21.7% of SPYG) are unique to SPYG.