ETF comparison
ITB vs VCR
Both Consumer Discretionary.
iShares U.S. Home Construction ETF · Vanguard Consumer Discretionary Index Fund ETF Shares
Holdings overlap
28 positions appear in both funds. Buying equal dollars of ITB and VCR would leave roughly 11.0% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
VCR is 29 bps cheaper than ITB. On a $100,000 position that's about $290/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 ITB vs VCR.
Top shared holdings
28 shared in total| # | Holding | In ITB | In VCR | Overlap |
|---|---|---|---|---|
| 1 | THE HOME DEPOT, INC. | 4.42% | 5.31% | 4.42% |
| 2 | LOWE'S COMPANIES, INC. | 4.51% | 2.26% | 2.26% |
| 3 | D.R. HORTON, INC. | 15.01% | 0.69% | 0.69% |
| 4 | PULTEGROUP, INC. | 9.17% | 0.46% | 0.46% |
| 5 | LENNAR CORPORATION | 7.61% | 0.41% | 0.41% |
| 6 | NVR, Inc. | 7.48% | 0.35% | 0.35% |
| 7 | TOLL BROTHERS, INC. | 5.25% | 0.28% | 0.28% |
| 8 | TOPBUILD CORP. | 3.98% | 0.23% | 0.23% |
| 9 | INSTALLED BUILDING PRODUCTS, INC. | 2.44% | 0.17% | 0.17% |
| 10 | FLOOR & DECOR HOLDINGS, INC. | 1.22% | 0.16% | 0.16% |
| 11 | MOHAWK INDUSTRIES, INC. | 1.14% | 0.15% | 0.15% |
| 12 | TAYLOR MORRISON HOME CORPORATION | 2.31% | 0.15% | 0.15% |
Only in ITB
18 total- THE SHERWIN-WILLIAMS COMPANY 4.68%
- LENNOX INTERNATIONAL INC. 3.30%
- MASCO CORPORATION 2.74%
- BUILDERS FIRSTSOURCE, INC. 2.03%
- OWENS CORNING 1.98%
- SIMPSON MANUFACTURING CO., INC. 1.58%
- EAGLE MATERIALS INC. 1.32%
- UFP INDUSTRIES, INC. 1.19%
- FORTUNE BRANDS INNOVATIONS, INC. 1.04%
- TREX COMPANY, INC. 0.87%
Only in VCR
258 total- Amazon.com Inc 21.05%
- Tesla Inc 16.62%
- McDonald's Corp 3.69%
- TJX Cos Inc/The 2.74%
- Booking Holdings Inc 2.09%
- Starbucks Corp 1.70%
- Royal Caribbean Cruises Ltd 1.24%
- O'Reilly Automotive Inc 1.24%
- Marriott International Inc/MD 1.23%
- MercadoLibre Inc 1.23%
Open ITB or VCR 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.