FCOM vs IYW: Holdings Overlap
FCOMFidelity MSCI Communication Services Index ETF
Fidelity · 89 holdings · $1.7B · as of 2026-04-30
IYWiShares U.S. Technology ETF
iShares · 139 holdings · $25.2B · as of 2026-04-30
How similar are FCOM and IYW?
Fidelity MSCI Communication Services Index ETF (FCOM, by Fidelity) holds 89 positions; iShares U.S. Technology ETF (IYW, by iShares) holds 139. They have 11 holdings in common, and by portfolio weight the two funds are 17.3% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 17.3%Sum of the smaller weight of each shared holding
- Shared Holdings
- 11FCOM holds 89 · IYW holds 139
- Weight in Shared Holdings
- FCOM 50%·IYW 17%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 FCOM
78 of 89 positions (49.8% of the fund) are not held by IYW. Showing the top 30 by weight.
Sector Breakdown
| Sector | FCOM | IYW |
|---|---|---|
| Communication Services | 99.8% | 17.9% |
| Information Technology | 0.0% | 80.4% |
| Industrials | 0.0% | 1.0% |
| Consumer Discretionary | 0.0% | 0.4% |
| Financials | 0.0% | 0.1% |
| Other Sectors | 0.0% | 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.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| FCOM | -1.3% | -2.9% | +8.4% | +20.2% | +6.1% | +10.5% | 0.99% |
| IYW | +4.4% | +27.3% | +39.7% | +32.8% | +19.8% | +24.9% | 0.10% |
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 FCOM vs IYW →
Shared Holdings(11)
The top 10 shared positions account for 100% of the overlap, led by GOOGL, GOOG and META.
 GOOGLAlphabet Inc. CAP STK CL A | 16.29% | 7.84% | 7.84% |
|---|---|---|---|
 GOOGAlphabet Inc. CAP STK CL C | 10.74% | 6.33% | 6.33% |
 METAMeta Platforms, Inc., Class A | 20.39% | 2.80% | 2.80% |
 RDDTReddit, Inc., Class A | 0.90% | 0.12% | 0.12% |
 PINSPinterest, Inc., Class A | 0.70% | 0.07% | 0.07% |
 MTCHMatch Group Inc COM | 0.50% | 0.05% | 0.05% |
 PPLIIAC Inc COM NEW | 0.18% | 0.02% | 0.02% |
 GTMZoominfo Technologies Inc COMMON STOCK | 0.10% | 0.01% | 0.01% |
 DJTTrump Media & Technology Group Corp COM | 0.09% | 0.01% | 0.01% |
 DVDoubleVerify Holdings Inc COM | 0.09% | 0.01% | 0.01% |
| NIQ Global Intelligence PLC ORDINARY SHARES | 0.04% | 0.00% | 0.00% |
Frequently Asked Questions
How much do FCOM and IYW overlap?
FCOM and IYW overlap by 17.3% of portfolio weight. They share 11 holdings (FCOM holds 89 positions and IYW holds 139), based on each fund's latest SEC-reported holdings.
Is it redundant to own both FCOM and IYW?
The two portfolios are 17.3% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of FCOM and IYW?
The largest positions held by both funds are GOOGL, GOOG, META, RDDT and PINS. Together the top 10 shared positions account for 100% of the total overlap.
What does FCOM own that IYW doesn't?
78 positions (49.8% of FCOM) are unique to FCOM, led by NFLX, VZ and DIS. In the other direction, 128 positions (82.6% of IYW) are unique to IYW.