ETF comparison
IYJ vs XLK
Industrials vs Technology.
iShares U.S. Industrials ETF · State Street Technology Select Sector SPDR ETF
Holdings overlap
6 positions appear in both funds. Buying equal dollars of IYJ and XLK would leave roughly 1.2% 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
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
XLK 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 the cost calculator pre-filled with IYJ vs XLK.
Top shared holdings
6 shared in total| # | Holding | In IYJ | In XLK | Overlap |
|---|---|---|---|---|
| 1 | ACCENTURE PUBLIC LIMITED COMPANY | 1.22% | 0.43% | 0.43% |
| 2 | KEYSIGHT TECHNOLOGIES, INC. | 0.65% | 0.33% | 0.33% |
| 3 | TELEDYNE TECHNOLOGIES INCORPORATED | 0.36% | 0.17% | 0.17% |
| 4 | FAIR ISAAC CORPORATION | 0.30% | 0.15% | 0.15% |
| 5 | ZEBRA TECHNOLOGIES CORPORATION | 0.17% | 0.07% | 0.07% |
| 6 | TRIMBLE INC. | 0.16% | 0.07% | 0.07% |
Only in IYJ
205 total- VISA INC. 7.23%
- MASTERCARD INCORPORATED 5.54%
- GENERAL ELECTRIC COMPANY 4.45%
- CATERPILLAR INC. 4.43%
- RTX CORPORATION 3.47%
- GE VERNOVA INC. 3.19%
- AMERICAN EXPRESS COMPANY 2.14%
- UNION PACIFIC CORPORATION 2.07%
- THE BOEING COMPANY 1.96%
- EATON CORPORATION PUBLIC LIMITED COMPANY 1.93%
Only in XLK
68 total- NVIDIA Corp 14.65%
- Apple Inc 12.85%
- Microsoft Corp 8.38%
- Micron Technology Inc 5.42%
- Broadcom Inc 5.41%
- Advanced Micro Devices Inc 5.28%
- Intel Corp 3.68%
- Applied Materials Inc 3.20%
- Lam Research Corp 3.02%
- Cisco Systems Inc 2.58%
Related comparisons
More comparisons with IYJ
- IYJ vs IGF · iShares Global Infrastructure ETF 0.0%
- IYJ vs FIDU · Fidelity MSCI Industrials Index ETF 70.7%
- IYJ vs VIS · Vanguard Industrials Index Fund ETF Shares 68.0%
- IYJ vs XLI · State Street Industrial Select Sector SPDR ETF 59.4%
- IYJ vs PPA · Invesco Aerospace & Defense ETF 24.5%
- IYJ vs PAVE · Global X U.S. Infrastructure Development ETF 22.0%
More comparisons with XLK
- XLK vs PHO · Invesco Water Resources ETF 0.3%
- XLK vs ICLN · iShares Global Clean Energy ETF 0.1%
- XLK vs IYE · iShares U.S. Energy ETF 0.1%
- XLK vs TAN · Invesco Solar ETF 0.1%
- XLK vs PAVE · Global X U.S. Infrastructure Development ETF 0.1%
- XLK vs AIRR · First Trust RBA American Industrial RenaissanceTM ETF 0.0%
Percentages are holdings overlap with the named fund.
Open IYJ or XLK 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.