ETF comparison
IYJ vs XAR
Both Industrials.
iShares U.S. Industrials ETF · State Street SPDR S&P Aerospace & Defense ETF
Holdings overlap
25 positions appear in both funds. Buying equal dollars of IYJ and XAR would leave roughly 17.1% 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
XAR is 2 bps cheaper than IYJ. On a $100,000 position that's about $20/yr more in fees for IYJ.
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 XAR.
Top shared holdings
25 shared in total| # | Holding | In IYJ | In XAR | Overlap |
|---|---|---|---|---|
| 1 | GENERAL ELECTRIC COMPANY | 4.45% | 3.02% | 3.02% |
| 2 | RTX CORPORATION | 3.47% | 2.75% | 2.75% |
| 3 | THE BOEING COMPANY | 1.96% | 2.67% | 1.96% |
| 4 | LOCKHEED MARTIN CORPORATION | 1.42% | 2.50% | 1.42% |
| 5 | HOWMET AEROSPACE INC. | 1.34% | 2.77% | 1.34% |
| 6 | GENERAL DYNAMICS CORPORATION | 1.17% | 2.67% | 1.17% |
| 7 | Northrop Grumman Corporation | 0.87% | 2.42% | 0.87% |
| 8 | TRANSDIGM GROUP INCORPORATED | 0.84% | 2.83% | 0.84% |
| 9 | L3HARRIS TECHNOLOGIES, INC. | 0.62% | 2.47% | 0.62% |
| 10 | AXON ENTERPRISE, INC. | 0.49% | 3.22% | 0.49% |
| 11 | ROCKET LAB CORPORATION | 0.42% | 2.49% | 0.42% |
| 12 | CURTISS-WRIGHT CORPORATION | 0.32% | 2.71% | 0.32% |
Only in IYJ
186 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%
- EATON CORPORATION PUBLIC LIMITED COMPANY 1.93%
- DEERE & COMPANY 1.75%
- CAPITAL ONE FINANCIAL CORPORATION 1.56%
- PARKER-HANNIFIN CORPORATION 1.47%
Only in XAR
23 total- VSE Corp 3.40%
- Carpenter Technology Corp 3.04%
- Moog Inc 2.86%
- Hexcel Corp 2.81%
- AAR Corp 2.64%
- Archer Aviation Inc 2.41%
- Mercury Systems Inc 2.25%
- Intuitive Machines Inc 2.08%
- Astronics Corp 1.66%
- Redwire Corp 1.60%
Related comparisons
More comparisons with IYJ
- 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%
- IYJ vs JETS · U.S. Global Jets ETF 3.0%
- IYJ vs VGT · Vanguard Information Technology Index Fund ETF Shares 1.9%
- IYJ vs XLK · State Street Technology Select Sector SPDR ETF 1.2%
More comparisons with XAR
- XAR vs AIRR · First Trust RBA American Industrial RenaissanceTM ETF 11.4%
- XAR vs PAVE · Global X U.S. Infrastructure Development ETF 6.5%
- XAR vs JETS · U.S. Global Jets ETF 5.1%
- XAR vs IFRA · iShares U.S. Infrastructure ETF 2.0%
- XAR vs IGF · iShares Global Infrastructure ETF 0.0%
- XAR vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
Percentages are holdings overlap with the named fund.
Open IYJ or XAR 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.