FITLX vs FZROX
Fidelity U.S. Sustainability Index Fund vs Fidelity ZERO Total Market Index Fund
Buy FITLX if…
- •You prioritize historical performance
- •You want stronger recent performance
Buy FZROX if…
- •You want lower costs (0.00% vs 0.11%)
- •You prefer higher liquidity and trading volume
FITLX
FZROX
Type
Mutual Fund
Mutual Fund
Issuer
Fidelity
Fidelity
Holdings
10
10
Index
—
—
AUM
$5B
$32B
Inception
2017
2018
Key Metrics
Expense Ratio
0.11%
0.00%
Dividend Yield
+1.13%
+1.01%
Daily Liquidity
0
0
Risk (β)
1.00
1.00
Cost Calculator
$
%
FITLX Fees
$0
FZROX Fees
$0
Annualized Returns
YTD
+17.84%
+17.07%
1 Year
+13.77%
+13.10%
3 Years
+20.81%
+19.86%
5 Years
+15.10%
+13.92%
10 Years
+12.78%
+9.94%
Top 10 Holdings
Fidelity Cash Central Fund
13.04%
APPLE INC
6.08%
NVIDIA CORP
9.33%
MICROSOFT CORP
5.26%
MICROSOFT CORP
9.21%
NVIDIA CORP
5.02%
TESLA INC
3.85%
AMAZON.COM INC
3.79%
ALPHABET INC CL A
3.81%
META PLATFORMS INC CL A
2.56%
ALPHABET INC CL C
3.37%
ALPHABET INC CL A
2.03%
ELI LILLY and CO
2.21%
TESLA INC
1.93%
VISA INC CL A
1.77%
BROADCOM INC
1.76%
MASTERCARD INC CL A
1.49%
ALPHABET INC CL C
1.67%
HOME DEPOT INC
1.29%
BERKSHIRE HATHAWAY INC CL B
1.46%
Related Comparisons
FITLX
The fund normally invests at least 80% of assets in securities included in the MSCI USA ESG Leaders Index, which represents the performance of stocks of large- to mid-capitalization U.S. companies with high environmental, social, and governance (ESG) performance relative to their sector peers, as rated by MSCI ESG Research.
FZROX
The fund normally invests at least 80% of assets in common stocks included in the Fidelity U.S. Total Investable Market Index?, which is a float-adjusted market capitalization-weighted index designed to reflect the performance of the U.S. equity market, including large-, mid- and small-capitalization stocks.
Sector Breakdown
FITLX
FZROX