ETF comparison
ITB vs XHB
Both Consumer Discretionary.
iShares U.S. Home Construction ETF · State Street SPDR S&P Homebuilders ETF
Holdings overlap
26 positions appear in both funds. Buying equal dollars of ITB and XHB would leave roughly 52.6% 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
XHB is 3 bps cheaper than ITB. On a $100,000 position that's about $30/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
26 shared in total| # | Holding | In ITB | In XHB | Overlap |
|---|---|---|---|---|
| 1 | NVR, Inc. | 7.48% | 3.48% | 3.48% |
| 2 | D.R. HORTON, INC. | 15.01% | 3.36% | 3.36% |
| 3 | LOWE'S COMPANIES, INC. | 4.51% | 3.34% | 3.34% |
| 4 | PULTEGROUP, INC. | 9.17% | 3.33% | 3.33% |
| 5 | TOLL BROTHERS, INC. | 5.25% | 3.33% | 3.33% |
| 6 | THE HOME DEPOT, INC. | 4.42% | 3.27% | 3.27% |
| 7 | TOPBUILD CORP. | 3.98% | 3.23% | 3.23% |
| 8 | LENNOX INTERNATIONAL INC. | 3.30% | 3.19% | 3.19% |
| 9 | LENNAR CORPORATION | 7.61% | 3.14% | 3.14% |
| 10 | MASCO CORPORATION | 2.74% | 3.37% | 2.74% |
| 11 | INSTALLED BUILDING PRODUCTS, INC. | 2.44% | 3.29% | 2.44% |
| 12 | TAYLOR MORRISON HOME CORPORATION | 2.31% | 3.42% | 2.31% |
Only in ITB
20 total- THE SHERWIN-WILLIAMS COMPANY 4.68%
- SIMPSON MANUFACTURING CO., INC. 1.58%
- EAGLE MATERIALS INC. 1.32%
- FLOOR & DECOR HOLDINGS, INC. 1.22%
- UFP INDUSTRIES, INC. 1.19%
- MOHAWK INDUSTRIES, INC. 1.14%
- FORTUNE BRANDS INNOVATIONS, INC. 1.04%
- TREX COMPANY, INC. 0.87%
- GRIFFON CORPORATION 0.63%
- HAYWARD HOLDINGS, INC. 0.59%
Only in XHB
10 total- Modine Manufacturing Co 3.77%
- Allegion plc 3.46%
- Williams-Sonoma Inc 3.43%
- Johnson Controls International plc 3.39%
- Trane Technologies PLC 3.37%
- Carrier Global Corp 3.35%
- Carlisle Cos Inc 3.30%
- Somnigroup International Inc 3.27%
- Advanced Drainage Systems Inc 3.25%
- State Street Global Advisors 0.03%
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.