ETF comparison
FDIS vs ITB
Both Consumer Discretionary.
Fidelity MSCI Consumer Discretionary Index ETF · iShares U.S. Home Construction ETF
Holdings overlap
25 positions appear in both funds. Buying equal dollars of FDIS and ITB would leave roughly 9.9% 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
FDIS is 29 bps cheaper than ITB. On a $100,000 position that's about $286/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
25 shared in total| # | Holding | In FDIS | In ITB | Overlap |
|---|---|---|---|---|
| 1 | Home Depot Inc/The | 4.92% | 4.42% | 4.42% |
| 2 | Lowe's Cos Inc | 1.76% | 4.08% | 1.76% |
| 3 | DR Horton Inc | 0.61% | 15.70% | 0.61% |
| 4 | PulteGroup Inc | 0.43% | 9.55% | 0.43% |
| 5 | Lennar Corp | 0.31% | 7.12% | 0.31% |
| 6 | NVR Inc | 0.31% | 6.72% | 0.31% |
| 7 | Toll Brothers Inc | 0.28% | 5.02% | 0.28% |
| 8 | Mohawk Industries Inc | 0.18% | 1.14% | 0.18% |
| 9 | Floor & Decor Holdings Inc | 0.18% | 1.18% | 0.18% |
| 10 | Installed Building Products Inc | 0.15% | 1.92% | 0.15% |
| 11 | Meritage Homes Corp | 0.14% | 2.08% | 0.14% |
| 12 | Champion Homes Inc | 0.14% | 1.81% | 0.14% |
Only in FDIS
220 total- Amazon.com Inc 22.83%
- Tesla Inc 12.99%
- McDonald's Corp 2.89%
- TJX Cos Inc/The 2.63%
- Booking Holdings Inc 2.35%
- Starbucks Corp 1.82%
- MercadoLibre Inc 1.32%
- Marriott International Inc/MD 1.31%
- General Motors Co 1.28%
- Royal Caribbean Cruises Ltd 1.28%
Only in ITB
20 total- THE SHERWIN-WILLIAMS COMPANY 4.53%
- TOPBUILD CORP. 3.60%
- LENNOX INTERNATIONAL INC. 3.34%
- MASCO CORPORATION 3.02%
- TAYLOR MORRISON HOME CORPORATION 2.49%
- OWENS CORNING 2.35%
- BUILDERS FIRSTSOURCE, INC. 1.77%
- SIMPSON MANUFACTURING CO., INC. 1.58%
- EAGLE MATERIALS INC. 1.30%
- FORTUNE BRANDS INNOVATIONS, INC. 1.20%
Related comparisons
More comparisons with FDIS
- FDIS vs XHB · State Street SPDR S&P Homebuilders ETF 8.9%
- FDIS vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
- FDIS vs XLK · State Street Technology Select Sector SPDR ETF 0.0%
- FDIS vs VCR · Vanguard Consumer Discretionary Index Fund ETF Shares 92.0%
- FDIS vs XLY · State Street Consumer Discretionary Select Sector SPDR ETF 75.4%
- FDIS vs IYC · iShares US Consumer Discretionary ETF 66.7%
More comparisons with ITB
- ITB vs VCR · Vanguard Consumer Discretionary Index Fund ETF Shares 9.7%
- ITB vs IYC · iShares US Consumer Discretionary ETF 7.8%
- ITB vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
- ITB vs XLK · State Street Technology Select Sector SPDR ETF 0.0%
- ITB vs XHB · State Street SPDR S&P Homebuilders ETF 51.7%
- ITB vs XLY · State Street Consumer Discretionary Select Sector SPDR ETF 10.2%
Percentages are holdings overlap with the named fund.
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.