Sail Boat

Holdings Study: Fidelity Growth & Income vs. Vanguard 500

Disclaimer: This article contains information that was factual and accurate as of the original published date listed on the article. Investors may find some or all of the content of this article beneficial but should be aware that some or all of the information may no longer be accurate. The information and/or data in this article should be verified prior to relying on it when making investment decisions. If you have any questions regarding the information contained in this article please call IFA at 888-643-3133.

Sail Boat

This table compares amounts of stock held in each fund. At least 63% of the holdings are absolutely identical. Periods during which data was gathered (source: Wiesenberger) do not entirely coincide.

Fund Name


Vanguard S&P 500


Fidelity Growth & Income

 
Holdings as of:
12/31/99 3/31/00  
Symbol Company Name % of fund % of fund % identical
GE GENERALELECCO 4.20% 5.64% 4.20%
INTC INTELCORP 3.67% 2.96% 2.96%
CSCO CISCOSYSINC 3.41% 3.30% 3.30%
MSFT MICROSOFTCORP 3.39% 3.92% 3.39%
PFE PFIZERINC 2.45% 2.76% 2.45%
XOM EXXONMOBILCORP 2.23% 3.46% 2.23%
WMT WALMARTSTORESINC 2.11% 2.16% 2.11%
ORCL ORACLECORP 1.96% 1.19% 1.19%
C CITIGROUPINC 1.71% 1.00% 1.00%
IBM INTERNAT'LBUSMACHS 1.62% 1.07% 1.07%
LU LUCENTTECHNOLOGIESINC 1.52% 0.59% 0.59%
NT NORTELNETWORKSCORP 1.52% 0.30% 0.30%
AIG AMERICANINTLGROUPINC 1.49% 1.88% 1.49%
MRK MERCK&COINC 1.47% 2.65% 1.47%
EMC EMCCORPMASS 1.29% 1.18% 1.18%
SBC SBCCOMMUNICATIONSINC 1.28% 1.59% 1.28%
SUNW SUNMICROSYSTEMSINC 1.17% 0.79% 0.79%
KO COCACOLACO 1.16% 0.48% 0.48%
JNJ JOHNSON&JOHNSON 1.16% 0.24% 0.24%
RD ROYALDUTCHPETECO 1.08% 0.87% 0.87%
T AT&TCORP 1.07% 0.83% 0.83%
WCOM WORLDCOMINCGANEW 1.07% 0.86% 0.86%
HWP HEWLETTPACKARDCO 1.04% 0.70% 0.70%
DELL DELLCOMPUTERCORP 1.03% 0.50% 0.50%
AOL AMERICAONLINEINCDEL 0.97% 0.21% 0.21%
BMY BRISTOLMYERSSQUIBBCO 0.95% 1.28% 0.95%
HD HOMEDEPOTINC 0.94% 1.53% 0.94%
TXN TEXASINSTRSINC 0.90% 0.86% 0.86%
LLY LILLYELI&CO 0.89% 2.02% 0.89%
VIAB VIACOMINC 0.84% 0.84% 0.84%
TWX TIMEWARNERINC 0.80% 0.69% 0.69%
MWD MORGANSTANLEYDEAN 0.76% 0.72% 0.72%
BLS BELLSOUTHCORP 0.66% 0.72% 0.66%
TYC TYCOINTLLTDNEW 0.66% 1.56% 0.66%
DIS DISNEYWALTCO 0.66% 0.42% 0.42%
BEL BELLATLANTICCORP 0.65% 0.39% 0.39%
AHP AMERICANHOMEPRODS 0.63% 1.04% 0.63%
PG PROCTER&GAMBLECO 0.62% 1.00% 0.62%
SGP SCHERINGPLOUGHCORP 0.61% 0.74% 0.61%
BAC BANKOFAMERICACORP 0.60% 0.00% 0.00%
AMGN AMGENINC 0.59% 1.25% 0.59%
AXP AMERICANEXPRESSCO 0.57% 2.13% 0.57%
AMAT APPLIEDMATLSINC 0.56% 0.26% 0.26%
ABT ABBOTTLABS 0.56% 0.05% 0.05%
GLW CORNINGINC 0.54% 0.90% 0.54%
YHOO YAHOOINC 0.54% 0.05% 0.05%
PEP PEPSICOINC 0.53% 0.65% 0.53%
PHA PHARMACIACORP 0.53% 0.63% 0.53%
WFC WELLSFARGO&CONEW 0.52% 0.39% 0.39%
MO PHILIPMORRISCOSINC 0.51% 0.63% 0.51%
MOT MOTOROLAINC 0.51% 0.54% 0.51%
GTE GTECORP 0.50% 0.45% 0.45%
MDT MEDTRONICINC 0.49% 0.25% 0.25%
CMB CHASEMANHATTANCORP 0.47% 0.30% 0.30%
CHV CHEVRONCORPORATION 0.46% 0.33% 0.33%
FNM FEDERALNATLMTGASSN 0.44% 1.80% 0.44%
F FORDMTRCODEL 0.43% 0.38% 0.38%
PCS SPRINTCORP 0.42% 0.41% 0.41%
MU MICRONTECHNOLOGYINC 0.39% 0.00% 0.00%
ENE ENRONCORP 0.38% 0.35%