ETF comparison
ITB vs XLY
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 roughly 10.2% 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
State Street Consumer Discretionary Select Sector SPDR ETF
State Street · Consumer Discretionary
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for 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 the cost 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 COMPANY 4.53%
- TOPBUILD CORP. 3.60%
- LENNOX INTERNATIONAL INC. 3.34%
- MASCO CORPORATION 3.02%
- TAYLOR MORRISON HOME CORPORATION 2.49%
- OWENS CORNING 2.35%
- MERITAGE HOMES CORPORATION 2.08%
- INSTALLED BUILDING PRODUCTS, INC. 1.92%
- CHAMPION HOMES, INC 1.81%
Only in XLY
41 total- Amazon.com Inc 22.22%
- Tesla Inc 19.64%
- McDonald's Corp 4.15%
- TJX Cos Inc/The 3.92%
- Booking Holdings Inc 3.44%
- Starbucks Corp 2.90%
- Marriott International Inc/MD 2.02%
- Royal Caribbean Cruises Ltd 1.97%
- O'Reilly Automotive Inc 1.90%
- Hilton Worldwide Holdings Inc 1.87%
Related comparisons
More comparisons with ITB
- 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%
- ITB vs XHB · State Street SPDR S&P Homebuilders ETF 51.7%
More comparisons with XLY
- XLY vs XHB · State Street SPDR S&P Homebuilders ETF 9.6%
- XLY vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
- XLY vs XLK · State Street Technology Select Sector SPDR ETF 0.0%
- XLY vs VCR · Vanguard Consumer Discretionary Index Fund ETF Shares 77.2%
- XLY vs FDIS · Fidelity MSCI Consumer Discretionary Index ETF 75.4%
- XLY vs IYC · iShares US Consumer Discretionary ETF 61.3%
Percentages are holdings overlap with the named fund.
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 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.