ETF comparison
AIRR vs XLK
Industrials vs Technology.
First Trust RBA American Industrial RenaissanceTM ETF · State Street Technology Select Sector SPDR ETF
Holdings overlap
0 positions appear in both funds. Buying equal dollars of AIRR and XLK would leave roughly 0.0% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
XLK is 61 bps cheaper than AIRR. On a $100,000 position that's about $610/yr more in fees for AIRR.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with AIRR vs XLK.
Top shared holdings
0 shared in totalNo shared holdings between these funds.
Only in AIRR
52 total- STERLING INFRASTRUCTURE INC 6.00%
- ARGAN INC 4.73%
- COMFORT SYSTEMS USA INC 4.42%
- MASTEC INC 4.18%
- CH ROBINSON WORLDWIDE INC 4.08%
- OWENS CORNING 3.89%
- DYCOM INDUSTRIES INC 3.76%
- EMCOR GROUP INC 3.75%
- SAIA INC 3.53%
- BWX TECHNOLOGIES INC 2.97%
Only in XLK
74 total- NVIDIA Corp 14.65%
- Apple Inc 12.85%
- Microsoft Corp 8.38%
- Micron Technology Inc 5.42%
- Broadcom Inc 5.41%
- Advanced Micro Devices Inc 5.28%
- Intel Corp 3.68%
- Applied Materials Inc 3.20%
- Lam Research Corp 3.02%
- Cisco Systems Inc 2.58%
Related comparisons
More comparisons with AIRR
- AIRR vs PAVE · Global X U.S. Infrastructure Development ETF 13.8%
- AIRR vs XAR · State Street SPDR S&P Aerospace & Defense ETF 11.4%
- AIRR vs IFRA · iShares U.S. Infrastructure ETF 9.2%
- AIRR vs SHLD · Global X Defense Tech ETF 8.8%
- AIRR vs VIS · Vanguard Industrials Index Fund ETF Shares 7.0%
- AIRR vs FIDU · Fidelity MSCI Industrials Index ETF 6.4%
More comparisons with XLK
- XLK vs ARKG · ARK Genomic Revolution ETF 0.0%
- XLK vs COPX · Global X Copper Miners ETF 0.0%
- XLK vs FCOM · Fidelity MSCI Communication Services Index ETF 0.0%
- XLK vs FDIS · Fidelity MSCI Consumer Discretionary Index ETF 0.0%
- XLK vs FENY · Fidelity MSCI Energy Index ETF 0.0%
- XLK vs FHLC · Fidelity MSCI Health Care Index ETF 0.0%
Percentages are holdings overlap with the named fund.
Open AIRR or XLK at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.