ETF comparison
FIDU vs PPA
Both Industrials.
Fidelity MSCI Industrials Index ETF · Invesco Aerospace & Defense ETF
Holdings overlap
48 positions appear in both funds. Buying equal dollars of FIDU and PPA would leave roughly 29.1% 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 50 bps cheaper than PPA. On a $100,000 position that's about $496/yr more in fees for PPA.
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 PPA.
Top shared holdings
48 shared in total| # | Holding | In FIDU | In PPA | Overlap |
|---|---|---|---|---|
| 1 | General Electric Co | 5.35% | 7.11% | 5.35% |
| 2 | RTX Corp | 4.12% | 8.30% | 4.12% |
| 3 | Boeing Co/The | 2.30% | 6.87% | 2.30% |
| 4 | Eaton Corp PLC | 2.29% | 2.15% | 2.15% |
| 5 | Parker-Hannifin Corp | 1.75% | 3.69% | 1.75% |
| 6 | Lockheed Martin Corp | 1.72% | 6.64% | 1.72% |
| 7 | Howmet Aerospace Inc | 1.61% | 4.48% | 1.61% |
| 8 | General Dynamics Corp | 1.26% | 4.96% | 1.26% |
| 9 | Northrop Grumman Corp | 1.04% | 4.75% | 1.04% |
| 10 | TransDigm Group Inc | 1.01% | 3.09% | 1.01% |
| 11 | Honeywell Aerospace Inc | 0.94% | 4.09% | 0.94% |
| 12 | L3Harris Technologies Inc | 0.74% | 3.83% | 0.74% |
Only in FIDU
313 total- Caterpillar Inc 5.40%
- GE Vernova Inc 3.80%
- Union Pacific Corp 2.47%
- Deere & Co 2.05%
- Uber Technologies Inc 1.78%
- Automatic Data Processing Inc 1.53%
- Trane Technologies PLC 1.43%
- Quanta Services Inc 1.43%
- CSX Corp 1.33%
- 3M Co 1.32%
Only in PPA
14 total- Elbit Systems Ltd. 3.49%
- Amphenol Corp. 2.52%
- Palantir Technologies Inc. 1.23%
- Keysight Technologies, Inc. 0.85%
- Viasat, Inc. 0.85%
- Teledyne Technologies Inc. 0.83%
- CAE Inc. 0.76%
- TTM Technologies, Inc. 0.48%
- OSI Systems, Inc. 0.25%
- nLight, Inc. 0.24%
Related comparisons
More comparisons with FIDU
- 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%
- FIDU vs AIRR · First Trust RBA American Industrial RenaissanceTM ETF 6.4%
More comparisons with PPA
- PPA vs VIS · Vanguard Industrials Index Fund ETF Shares 27.2%
- PPA vs IYJ · iShares U.S. Industrials ETF 24.5%
- PPA vs PAVE · Global X U.S. Infrastructure Development ETF 11.6%
- PPA vs AIRR · First Trust RBA American Industrial RenaissanceTM ETF 4.8%
- PPA vs JETS · U.S. Global Jets ETF 4.5%
- PPA vs XLK · State Street Technology Select Sector SPDR ETF 2.9%
Percentages are holdings overlap with the named fund.
Open FIDU or PPA 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.