ETF comparison
JETS vs XLI
Both Industrials.
U.S. Global Jets ETF · State Street Industrial Select Sector SPDR ETF
Holdings overlap
6 positions appear in both funds. Buying equal dollars of JETS and XLI would leave roughly 5.7% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
XLI is 52 bps cheaper than JETS. On a $100,000 position that's about $520/yr more in fees for JETS.
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 JETS vs XLI.
Top shared holdings
6 shared in total| # | Holding | In JETS | In XLI | Overlap |
|---|---|---|---|---|
| 1 | Boeing Co/The | 1.91% | 3.09% | 1.91% |
| 2 | General Dynamics Corp | 1.90% | 1.72% | 1.72% |
| 3 | Delta Air Lines Inc | 11.92% | 0.85% | 0.85% |
| 4 | United Airlines Holdings Inc | 11.05% | 0.59% | 0.59% |
| 5 | Southwest Airlines Co | 9.59% | 0.37% | 0.37% |
| 6 | Textron Inc | 1.87% | 0.30% | 0.30% |
Only in JETS
43 total- American Airlines Group Inc 10.57%
- JetBlue Airways Corp 3.75%
- Allegiant Travel Co 3.71%
- Air Canada 3.67%
- Frontier Group Holdings Inc 3.66%
- SkyWest Inc 3.62%
- Alaska Air Group Inc 3.36%
- TripAdvisor Inc 2.24%
- Expedia Group Inc 1.98%
- Bombardier Inc 1.95%
Only in XLI
74 total- Caterpillar Inc 6.53%
- General Electric Co 5.89%
- RTX Corp 5.13%
- GE Vernova Inc 4.66%
- Uber Technologies Inc 2.93%
- Union Pacific Corp 2.85%
- Honeywell International Inc 2.84%
- Deere & Co 2.81%
- Eaton Corp PLC 2.75%
- Lockheed Martin Corp 2.42%
Open JETS 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 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.