ETF comparison
FIDU vs XLI
Both Industrials.
Fidelity MSCI Industrials Index ETF · State Street Industrial Select Sector SPDR ETF
Holdings overlap
80 positions appear in both funds. Buying equal dollars of FIDU and XLI would leave roughly 77.8% 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
Expense ratios are effectively identical (0.084% vs 0.080%).
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 XLI.
Top shared holdings
80 shared in total| # | Holding | In FIDU | In XLI | Overlap |
|---|---|---|---|---|
| 1 | Caterpillar Inc | 5.40% | 8.51% | 5.40% |
| 2 | General Electric Co | 5.35% | 6.77% | 5.35% |
| 3 | RTX Corp | 4.12% | 4.43% | 4.12% |
| 4 | GE Vernova Inc | 3.80% | 5.48% | 3.80% |
| 5 | Union Pacific Corp | 2.47% | 2.80% | 2.47% |
| 6 | Boeing Co/The | 2.30% | 2.96% | 2.30% |
| 7 | Eaton Corp PLC | 2.29% | 2.87% | 2.29% |
| 8 | Deere & Co | 2.05% | 2.77% | 2.05% |
| 9 | Uber Technologies Inc | 1.78% | 2.55% | 1.78% |
| 10 | Parker-Hannifin Corp | 1.75% | 2.14% | 1.75% |
| 11 | Lockheed Martin Corp | 1.72% | 1.79% | 1.72% |
| 12 | Howmet Aerospace Inc | 1.61% | 1.87% | 1.61% |
Only in FIDU
281 total- Bloom Energy Corp 0.79%
- Ferguson Enterprises Inc 0.65%
- Waste Connections Inc 0.61%
- Rocket Lab Corp 0.48%
- Curtiss-Wright Corp 0.38%
- ATI Inc 0.36%
- nVent Electric PLC 0.35%
- Carpenter Technology Corp 0.35%
- XPO Inc 0.33%
- Woodward Inc 0.31%
Only in XLI
1 total- Southwest Airlines Co 0.44%
Related comparisons
More comparisons with FIDU
- FIDU vs IYJ · iShares U.S. Industrials ETF 70.7%
- 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%
More comparisons with XLI
- XLI vs VIS · Vanguard Industrials Index Fund ETF Shares 74.0%
- XLI vs IYJ · iShares U.S. Industrials ETF 59.4%
- XLI vs PPA · Invesco Aerospace & Defense ETF 29.8%
- XLI vs PAVE · Global X U.S. Infrastructure Development ETF 25.9%
- XLI vs ITA · iShares U.S. Aerospace & Defense ETF 24.0%
- XLI vs XAR · State Street SPDR S&P Aerospace & Defense ETF 18.3%
Percentages are holdings overlap with the named fund.
Open FIDU or XLI 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.