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FZROX vs SPY
FZROX is a mutual fund, whereas SPY is an ETF. Below is the comparison between FZROX and SPY.
| FZROX | SPY | |
|---|---|---|
| Security Type | ETF | ETF |
| Segment | N/A | Equity: U.S. - Large Cap |
| Family | Fidelity Investments | State Street Global Advisors |
| Net Assets | $8.88B | $345.00B |
| Expense Ratio | 0.00% | 0.09% |
| Management Style | passive | passive (index-based) |
| Dividend Yield | 1.19% | 1.50% |
| Minimum Investment | N/A | N/A |
| YTD Return | 10.30% | 10.42% |
| 1-Year Return | 7.83% | 50.30% |
| 3-Year Return | N/A | 18.57% |
| 5-Year Return | N/A | 17.22% |
| 10-Year Return | N/A | 14.21% |
FZROX description
The Fund seeks to provide investment results that correspond to the total return of a broad range of US stocks. It invests its assets in common stocks included in the Fidelity US Total Investable Market Index,a float-adjusted market capitalization-weighted index designed to reflect the performance of the US equity market.
FZROX performance & returns
| YTD Return | 10.30% |
| 1-Month Return | 5.98% |
| 3-Month Return | 7.83% |
| 1-Year Return | 7.83% |
| 3-Year Return | N/A |
| 5-Year Return | N/A |
| 10-Year Return | N/A |
FZROX expense ratio is N/A.
FZROX holdings
Top 10 Holdings (23.26% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Apple Inc | AAPL | 5.56% |
| Microsoft Corp | MSFT | 4.75% |
| Amazon.com Inc | AMZN | 4.00% |
| Facebook Inc A | FB | 1.88% |
| Alphabet Inc A | GOOGL | 1.31% |
| Alphabet Inc Class C | GOOG | 1.29% |
| Berkshire Hathaway Inc Class B | BRK.B | 1.26% |
| Johnson & Johnson | JNJ | 1.17% |
| Procter & Gamble Co | PG | 1.03% |
| Visa Inc Class A | V | 1.01% |
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SPY description
The Trust seeks investment results that, before expenses, generally correspond to the price and yield performance of the component common stocks of the S&P 500 Index.
SPY performance & returns
| YTD Return | 10.42% |
| 1-Month Return | 6.63% |
| 3-Month Return | 8.28% |
| 1-Year Return | 50.30% |
| 3-Year Return | 18.57% |
| 5-Year Return | 17.22% |
| 10-Year Return | 14.21% |
SPY expense ratio is 0.09%.
SPY holdings
Top 10 Holdings (27.96% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Apple Inc | AAPL | 6.45% |
| Microsoft Corp | MSFT | 5.65% |
| Amazon.com Inc | AMZN | 4.77% |
| Facebook Inc A | FB | 2.33% |
| Alphabet Inc A | GOOGL | 1.79% |
| Alphabet Inc Class C | GOOG | 1.76% |
| Berkshire Hathaway Inc Class B | BRK.B | 1.48% |
| Johnson & Johnson | JNJ | 1.33% |
| Procter & Gamble Co | PG | 1.26% |
| NVIDIA Corp | NVDA | 1.14% |
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