ETF comparison
FDIS vs ITB
Both Consumer Discretionary.
Fidelity MSCI Consumer Discretionary Index ETF · iShares U.S. Home Construction ETF
Holdings overlap
28 positions appear in both funds. Buying equal dollars of FDIS and ITB would leave roughly 9.8% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
FDIS is 30 bps cheaper than ITB. On a $100,000 position that's about $296/yr more in fees for ITB.
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 FDIS vs ITB.
Top shared holdings
28 shared in total| # | Holding | In FDIS | In ITB | Overlap |
|---|---|---|---|---|
| 1 | Home Depot Inc/The | 4.44% | 4.42% | 4.42% |
| 2 | Lowe's Cos Inc | 1.99% | 4.51% | 1.99% |
| 3 | DR Horton Inc | 0.63% | 15.01% | 0.63% |
| 4 | PulteGroup Inc | 0.38% | 9.17% | 0.38% |
| 5 | Lennar Corp | 0.30% | 7.61% | 0.30% |
| 6 | NVR Inc | 0.28% | 7.48% | 0.28% |
| 7 | Toll Brothers Inc | 0.23% | 5.25% | 0.23% |
| 8 | TopBuild Corp | 0.21% | 3.98% | 0.21% |
| 9 | Installed Building Products Inc | 0.13% | 2.44% | 0.13% |
| 10 | Taylor Morrison Home Corp | 0.12% | 2.31% | 0.12% |
| 11 | Mohawk Industries Inc | 0.11% | 1.14% | 0.11% |
| 12 | Floor & Decor Holdings Inc | 0.10% | 1.22% | 0.10% |
Only in FDIS
221 total- Amazon.com Inc 28.80%
- Tesla Inc 15.51%
- McDonald's Corp 3.09%
- TJX Cos Inc/The 2.59%
- Booking Holdings Inc 2.03%
- Starbucks Corp 1.78%
- O'Reilly Automotive Inc 1.28%
- Marriott International Inc/MD 1.25%
- MercadoLibre Inc 1.22%
- Hilton Worldwide Holdings Inc 1.15%
Only in ITB
18 total- THE SHERWIN-WILLIAMS COMPANY 4.68%
- LENNOX INTERNATIONAL INC. 3.30%
- MASCO CORPORATION 2.74%
- BUILDERS FIRSTSOURCE, INC. 2.03%
- OWENS CORNING 1.98%
- SIMPSON MANUFACTURING CO., INC. 1.58%
- EAGLE MATERIALS INC. 1.32%
- UFP INDUSTRIES, INC. 1.19%
- FORTUNE BRANDS INNOVATIONS, INC. 1.04%
- TREX COMPANY, INC. 0.87%
Open FDIS or ITB 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.