ETF comparison
IYJvsXLI
Both Industrials.
iShares U.S. Industrials ETF · State Street Industrial Select Sector SPDR ETF
Holdings overlap
66 positions appear in both funds. Buying equal dollars of IYJ and XLI would leave roughly58.9%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
XLI is 29 bps cheaper than IYJ. On a $100,000 position that's about $290/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 thecost calculator pre-filled with IYJ vs XLI.
Top shared holdings
66 shared in total| # | Holding | In IYJ | In XLI | Overlap |
|---|---|---|---|---|
| 1 | CATERPILLAR INC. | 5.20% | 8.51% | 5.20% |
| 2 | GENERAL ELECTRIC COMPANY | 3.81% | 6.77% | 3.81% |
| 3 | GE VERNOVA INC. | 3.69% | 5.48% | 3.69% |
| 4 | RTX CORPORATION | 2.97% | 4.43% | 2.97% |
| 5 | THE BOEING COMPANY | 2.18% | 2.96% | 2.18% |
| 6 | EATON CORPORATION PUBLIC LIMITED COMPANY | 2.14% | 2.87% | 2.14% |
| 7 | UNION PACIFIC CORPORATION | 2.03% | 2.80% | 2.03% |
| 8 | DEERE & COMPANY | 1.82% | 2.77% | 1.82% |
| 9 | PARKER-HANNIFIN CORPORATION | 1.45% | 2.14% | 1.45% |
| 10 | TRANE TECHNOLOGIES PLC | 1.39% | 1.88% | 1.39% |
| 11 | QUANTA SERVICES, INC. | 1.35% | 1.88% | 1.35% |
| 12 | LOCKHEED MARTIN CORPORATION | 1.35% | 1.79% | 1.35% |
Only in IYJ
130 total- VISA INC.7.01%
- MASTERCARD INCORPORATED5.11%
- AMERICAN EXPRESS COMPANY2.20%
- HONEYWELL INTERNATIONAL INCORPORATION1.72%
- CAPITAL ONE FINANCIAL CORPORATION1.48%
- ACCENTURE PUBLIC LIMITED COMPANY1.39%
- CRH PUBLIC LIMITED COMPANY1.00%
- THE SHERWIN-WILLIAMS COMPANY0.94%
- KEYSIGHT TECHNOLOGIES, INC.0.76%
- FERGUSON ENTERPRISES INC.0.65%
Only in XLI
16 total- Uber Technologies Inc2.55%
- Vertiv Holdings Co2.23%
- Waste Management Inc1.43%
- Honeywell International Inc1.23%
- Honeywell Aerospace Inc1.22%
- Delta Air Lines Inc1.06%
- Fastenal Co0.96%
- United Airlines Holdings Inc0.77%
- Republic Services Inc0.74%
- Southwest Airlines Co0.44%
Open IYJ or XLI 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.