ETF comparison
ITB vs XHB
Both Consumer Discretionary.
iShares U.S. Home Construction ETF · State Street SPDR S&P Homebuilders ETF
Holdings overlap
25 positions appear in both funds. Buying equal dollars of ITB and XHB would leave roughly 51.7% 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
XHB is 2 bps cheaper than ITB. On a $100,000 position that's about $20/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 XHB.
Top shared holdings
25 shared in total| # | Holding | In ITB | In XHB | Overlap |
|---|---|---|---|---|
| 1 | TOLL BROTHERS, INC. | 5.02% | 3.52% | 3.52% |
| 2 | PULTEGROUP, INC. | 9.55% | 3.43% | 3.43% |
| 3 | LENNOX INTERNATIONAL INC. | 3.34% | 3.37% | 3.34% |
| 4 | D.R. HORTON, INC. | 15.70% | 3.29% | 3.29% |
| 5 | THE HOME DEPOT, INC. | 4.42% | 3.28% | 3.28% |
| 6 | NVR, Inc. | 6.72% | 3.20% | 3.20% |
| 7 | LOWE'S COMPANIES, INC. | 4.08% | 3.02% | 3.02% |
| 8 | MASCO CORPORATION | 3.02% | 3.40% | 3.02% |
| 9 | LENNAR CORPORATION | 7.12% | 2.99% | 2.99% |
| 10 | TOPBUILD CORP. | 3.60% | 2.67% | 2.67% |
| 11 | TAYLOR MORRISON HOME CORPORATION | 2.49% | 2.97% | 2.49% |
| 12 | OWENS CORNING | 2.35% | 4.10% | 2.35% |
Only in ITB
20 total- THE SHERWIN-WILLIAMS COMPANY 4.53%
- SIMPSON MANUFACTURING CO., INC. 1.58%
- EAGLE MATERIALS INC. 1.30%
- FORTUNE BRANDS INNOVATIONS, INC. 1.20%
- FLOOR & DECOR HOLDINGS, INC. 1.18%
- MOHAWK INDUSTRIES, INC. 1.14%
- TREX COMPANY, INC. 0.96%
- UFP INDUSTRIES, INC. 0.94%
- LOUISIANA-PACIFIC CORPORATION 0.92%
- GRIFFON CORPORATION 0.69%
Only in XHB
10 total- Advanced Drainage Systems Inc 3.59%
- Somnigroup International Inc 3.40%
- Williams-Sonoma Inc 3.34%
- Carlisle Cos Inc 3.28%
- Trane Technologies PLC 3.24%
- Allegion plc 3.22%
- Carrier Global Corp 3.20%
- Johnson Controls International plc 3.11%
- AAON Inc 3.11%
- Modine Manufacturing Co 3.07%
Related comparisons
More comparisons with ITB
- ITB vs XLY · State Street Consumer Discretionary Select Sector SPDR ETF 10.2%
- ITB vs FDIS · Fidelity MSCI Consumer Discretionary Index ETF 9.9%
- ITB vs VCR · Vanguard Consumer Discretionary Index Fund ETF Shares 9.7%
- ITB vs IYC · iShares US Consumer Discretionary ETF 7.8%
- ITB vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
- ITB vs XLK · State Street Technology Select Sector SPDR ETF 0.0%
More comparisons with XHB
- XHB vs XLY · State Street Consumer Discretionary Select Sector SPDR ETF 9.6%
- XHB vs FDIS · Fidelity MSCI Consumer Discretionary Index ETF 8.9%
- XHB vs VCR · Vanguard Consumer Discretionary Index Fund ETF Shares 8.8%
- XHB vs IYC · iShares US Consumer Discretionary ETF 7.6%
- XHB vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
- XHB vs XLK · State Street Technology Select Sector SPDR ETF 0.0%
Percentages are holdings overlap with the named fund.
Open ITB or XHB 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.