ETF comparison
IYJ vs PPA
Both Industrials.
iShares U.S. Industrials ETF · Invesco Aerospace & Defense ETF
Holdings overlap
33 positions appear in both funds. Buying equal dollars of IYJ and PPA would leave roughly 24.5% 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
IYJ is 21 bps cheaper than PPA. On a $100,000 position that's about $210/yr more in fees for PPA.
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 IYJ vs PPA.
Top shared holdings
33 shared in total| # | Holding | In IYJ | In PPA | Overlap |
|---|---|---|---|---|
| 1 | GENERAL ELECTRIC COMPANY | 4.45% | 7.11% | 4.45% |
| 2 | RTX CORPORATION | 3.47% | 8.30% | 3.47% |
| 3 | THE BOEING COMPANY | 1.96% | 6.87% | 1.96% |
| 4 | EATON CORPORATION PUBLIC LIMITED COMPANY | 1.93% | 2.15% | 1.93% |
| 5 | PARKER-HANNIFIN CORPORATION | 1.47% | 3.69% | 1.47% |
| 6 | LOCKHEED MARTIN CORPORATION | 1.42% | 6.64% | 1.42% |
| 7 | HOWMET AEROSPACE INC. | 1.34% | 4.48% | 1.34% |
| 8 | GENERAL DYNAMICS CORPORATION | 1.17% | 4.96% | 1.17% |
| 9 | Northrop Grumman Corporation | 0.87% | 4.75% | 0.87% |
| 10 | TRANSDIGM GROUP INCORPORATED | 0.84% | 3.09% | 0.84% |
| 11 | HONEYWELL AEROSPACE INC. | 0.78% | 4.09% | 0.78% |
| 12 | KEYSIGHT TECHNOLOGIES, INC. | 0.65% | 0.85% | 0.65% |
Only in IYJ
178 total- VISA INC. 7.23%
- MASTERCARD INCORPORATED 5.54%
- CATERPILLAR INC. 4.43%
- GE VERNOVA INC. 3.19%
- AMERICAN EXPRESS COMPANY 2.14%
- UNION PACIFIC CORPORATION 2.07%
- DEERE & COMPANY 1.75%
- CAPITAL ONE FINANCIAL CORPORATION 1.56%
- AUTOMATIC DATA PROCESSING, INC. 1.28%
- ACCENTURE PUBLIC LIMITED COMPANY 1.22%
Only in PPA
29 total- Elbit Systems Ltd. 3.49%
- Amphenol Corp. 2.52%
- Carpenter Technology Corp. 1.61%
- Palantir Technologies Inc. 1.23%
- Leidos Holdings, Inc. 1.01%
- CACI International Inc. 0.88%
- Viasat, Inc. 0.85%
- Moog Inc. 0.78%
- CAE Inc. 0.76%
- Hexcel Corp. 0.71%
Related comparisons
More comparisons with IYJ
- IYJ vs PAVE · Global X U.S. Infrastructure Development ETF 22.0%
- IYJ vs ITA · iShares U.S. Aerospace & Defense ETF 19.5%
- IYJ vs XAR · State Street SPDR S&P Aerospace & Defense ETF 17.1%
- IYJ vs IFRA · iShares U.S. Infrastructure ETF 15.9%
- IYJ vs SHLD · Global X Defense Tech ETF 8.1%
- IYJ vs AIRR · First Trust RBA American Industrial RenaissanceTM ETF 4.0%
More comparisons with PPA
- PPA vs PAVE · Global X U.S. Infrastructure Development ETF 11.6%
- PPA vs AIRR · First Trust RBA American Industrial RenaissanceTM ETF 4.8%
- PPA vs JETS · U.S. Global Jets ETF 4.5%
- PPA vs XLK · State Street Technology Select Sector SPDR ETF 2.9%
- PPA vs VGT · Vanguard Information Technology Index Fund ETF Shares 2.7%
- PPA vs IFRA · iShares U.S. Infrastructure ETF 2.3%
Percentages are holdings overlap with the named fund.
Open IYJ or PPA 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.