ETF comparison
ITBvsXLY
Both Consumer Discretionary.
iShares U.S. Home Construction ETF · State Street Consumer Discretionary Select Sector SPDR ETF
Holdings overlap
6 positions appear in both funds. Buying equal dollars of ITB and XLY would leave roughly10.2%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
XLY 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 thecost calculator pre-filled with ITB vs XLY.
Top shared holdings
6 shared in total| # | Holding | In ITB | In XLY | Overlap |
|---|---|---|---|---|
| 1 | THE HOME DEPOT, INC. | 4.42% | 5.83% | 4.42% |
| 2 | LOWE'S COMPANIES, INC. | 4.08% | 3.07% | 3.07% |
| 3 | D.R. HORTON, INC. | 15.70% | 1.07% | 1.07% |
| 4 | PULTEGROUP, INC. | 9.55% | 0.65% | 0.65% |
| 5 | LENNAR CORPORATION | 7.12% | 0.48% | 0.48% |
| 6 | NVR, Inc. | 6.72% | 0.46% | 0.46% |
Only in ITB
39 total- TOLL BROTHERS, INC.5.02%
- THE SHERWIN-WILLIAMS COMPANY4.53%
- TOPBUILD CORP.3.60%
- LENNOX INTERNATIONAL INC.3.34%
- MASCO CORPORATION3.02%
- TAYLOR MORRISON HOME CORPORATION2.49%
- OWENS CORNING2.35%
- MERITAGE HOMES CORPORATION2.08%
- INSTALLED BUILDING PRODUCTS, INC.1.92%
- CHAMPION HOMES, INC1.81%
Only in XLY
42 total- Amazon.com Inc22.22%
- Tesla Inc19.64%
- McDonald's Corp4.15%
- TJX Cos Inc/The3.92%
- Booking Holdings Inc3.44%
- Starbucks Corp2.90%
- Marriott International Inc/MD2.02%
- Royal Caribbean Cruises Ltd1.97%
- O'Reilly Automotive Inc1.90%
- Hilton Worldwide Holdings Inc1.87%
Open ITB or XLY 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.