ETF comparison
FIDU vs IYJ
Both Industrials.
Fidelity MSCI Industrials Index ETF · iShares U.S. Industrials ETF
Holdings overlap
156 positions appear in both funds. Buying equal dollars of FIDU and IYJ would leave roughly 70.7% 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
FIDU is 29 bps cheaper than IYJ. On a $100,000 position that's about $286/yr more in fees for IYJ.
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 FIDU vs IYJ.
Top shared holdings
156 shared in total| # | Holding | In FIDU | In IYJ | Overlap |
|---|---|---|---|---|
| 1 | General Electric Co | 5.35% | 4.45% | 4.45% |
| 2 | Caterpillar Inc | 5.40% | 4.43% | 4.43% |
| 3 | RTX Corp | 4.12% | 3.47% | 3.47% |
| 4 | GE Vernova Inc | 3.80% | 3.19% | 3.19% |
| 5 | Union Pacific Corp | 2.47% | 2.07% | 2.07% |
| 6 | Boeing Co/The | 2.30% | 1.96% | 1.96% |
| 7 | Eaton Corp PLC | 2.29% | 1.93% | 1.93% |
| 8 | Deere & Co | 2.05% | 1.75% | 1.75% |
| 9 | Parker-Hannifin Corp | 1.75% | 1.47% | 1.47% |
| 10 | Lockheed Martin Corp | 1.72% | 1.42% | 1.42% |
| 11 | Howmet Aerospace Inc | 1.61% | 1.34% | 1.34% |
| 12 | Automatic Data Processing Inc | 1.53% | 1.28% | 1.28% |
Only in FIDU
205 total- Uber Technologies Inc 1.78%
- Waste Management Inc 1.30%
- Vertiv Holdings Co 1.25%
- Fastenal Co 0.78%
- Waste Connections Inc 0.61%
- Republic Services Inc 0.60%
- Copart Inc 0.37%
- Carpenter Technology Corp 0.35%
- Broadridge Financial Solutions Inc 0.26%
- SS&C Technologies Holdings Inc 0.23%
Only in IYJ
55 total- VISA INC. 7.23%
- MASTERCARD INCORPORATED 5.54%
- AMERICAN EXPRESS COMPANY 2.14%
- CAPITAL ONE FINANCIAL CORPORATION 1.56%
- ACCENTURE PUBLIC LIMITED COMPANY 1.22%
- THE SHERWIN-WILLIAMS COMPANY 0.94%
- CRH PUBLIC LIMITED COMPANY 0.76%
- KEYSIGHT TECHNOLOGIES, INC. 0.65%
- PAYPAL HOLDINGS, INC. 0.61%
- BLOCK, INC. 0.51%
Related comparisons
More comparisons with FIDU
- FIDU vs PPA · Invesco Aerospace & Defense ETF 29.1%
- FIDU vs PAVE · Global X U.S. Infrastructure Development ETF 26.6%
- FIDU vs ITA · iShares U.S. Aerospace & Defense ETF 24.2%
- FIDU vs XAR · State Street SPDR S&P Aerospace & Defense ETF 20.2%
- FIDU vs IFRA · iShares U.S. Infrastructure ETF 17.6%
- FIDU vs SHLD · Global X Defense Tech ETF 10.1%
More comparisons with IYJ
- IYJ vs VIS · Vanguard Industrials Index Fund ETF Shares 68.0%
- IYJ vs XLI · State Street Industrial Select Sector SPDR ETF 59.4%
- IYJ vs PPA · Invesco Aerospace & Defense ETF 24.5%
- IYJ vs PAVE · Global X U.S. Infrastructure Development ETF 22.0%
- IYJ vs ITA · iShares U.S. Aerospace & Defense ETF 19.5%
- IYJ vs XAR · State Street SPDR S&P Aerospace & Defense ETF 17.1%
Percentages are holdings overlap with the named fund.
Open FIDU or IYJ 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.