ETF comparison

ITAvsXLI

Both Industrials.

iShares U.S. Aerospace & Defense ETF · State Street Industrial Select Sector SPDR ETF

Holdings overlap

Weighted by ISIN/CUSIP
24.0%

12 positions appear in both funds. Buying equal dollars of ITA and XLI would leave roughly24.0%of each dollar exposed to the same underlying securities.

ITA only 75.9%Shared 24.0%XLI only 75.9%
In ITA only
37 positions
Shared
12 positions
In XLI only
70 positions

Side by side

ITA

iShares U.S. Aerospace & Defense ETF

iShares · Industrials

68composite / 100
Expense ratio
0.37%
Net assets
$13.63B
TTM yield
0.49%
Top-10 conc.
75.1%
XLI

State Street Industrial Select Sector SPDR ETF

State Street · Industrials

87composite / 100
Expense ratio
0.080%
Net assets
$31.95B
TTM yield
1.21%
Top-10 conc.
41.4%

Sub-score comparison

63
Cost
92
85
Tax efficiency
83
100
Liquidity
100
7
Concentration
55
Tracking quality
ITAsub-scoreXLI

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

XLI is 29 bps cheaper than ITA. On a $100,000 position that's about $290/yr more in fees for ITA.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with ITA vs XLI.

Top shared holdings

12 shared in total
#HoldingIn ITAIn XLIOverlap
1GENERAL ELECTRIC COMPANY22.61%6.77%6.77%
2RTX CORPORATION14.82%4.43%4.43%
3THE BOEING COMPANY8.90%2.96%2.96%
4HOWMET AEROSPACE INC.4.50%1.87%1.87%
5LOCKHEED MARTIN CORPORATION4.05%1.79%1.79%
6GENERAL DYNAMICS CORPORATION4.33%1.56%1.56%
7TRANSDIGM GROUP INCORPORATED4.59%1.29%1.29%
8Northrop Grumman Corporation3.92%1.18%1.18%
9L3HARRIS TECHNOLOGIES, INC.3.80%0.94%0.94%
10AXON ENTERPRISE, INC.3.17%0.78%0.78%
11TEXTRON INC.1.12%0.28%0.28%
12HUNTINGTON INGALLS INDUSTRIES, INC.0.77%0.19%0.19%

Only in ITA

37 total
  • ROCKET LAB CORPORATION3.63%
  • CARPENTER TECHNOLOGY CORPORATION2.15%
  • CURTISS-WRIGHT CORPORATION1.96%
  • FTAI Aviation Ltd.1.95%
  • ATI INC1.89%
  • WOODWARD, INC.1.78%
  • HEICO CORPORATION1.40%
  • BWX TECHNOLOGIES, INC.1.25%
  • HEICO CORPORATION1.01%
  • MOOG INC.0.85%

Only in XLI

70 total
  • Caterpillar Inc8.51%
  • GE Vernova Inc5.48%
  • Eaton Corp PLC2.87%
  • Union Pacific Corp2.80%
  • Deere & Co2.77%
  • Uber Technologies Inc2.55%
  • Vertiv Holdings Co2.23%
  • Parker-Hannifin Corp2.14%
  • Trane Technologies PLC1.88%
  • Quanta Services Inc1.88%

Open ITA 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 methodologyand 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.