ETF comparison
PAVE vs XLK
Industrials vs Technology.
Global X U.S. Infrastructure Development ETF · State Street Technology Select Sector SPDR ETF
Holdings overlap
1 positions appear in both funds. Buying equal dollars of PAVE and XLK would leave roughly 0.1% 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
XLK is 39 bps cheaper than PAVE. On a $100,000 position that's about $390/yr more in fees for PAVE.
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 PAVE vs XLK.
Top shared holdings
1 shared in total| # | Holding | In PAVE | In XLK | Overlap |
|---|---|---|---|---|
| 1 | TRIMBLE INC. | 0.72% | 0.07% | 0.07% |
Only in PAVE
100 total- QUANTA SERVICES, INC. 4.18%
- CSX Corporation 3.48%
- EATON CORPORATION PUBLIC LIMITED COMPANY 3.30%
- HOWMET AEROSPACE INC. 3.27%
- TRANE TECHNOLOGIES PLC 3.19%
- UNION PACIFIC CORPORATION 3.12%
- NUCOR CORPORATION 3.10%
- ROCKWELL AUTOMATION, INC. 2.92%
- NORFOLK SOUTHERN CORPORATION 2.90%
- UNITED RENTALS, INC. 2.87%
Only in XLK
73 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 PAVE
- PAVE vs JETS · U.S. Global Jets ETF 0.0%
- PAVE vs SHLD · Global X Defense Tech ETF 0.0%
- PAVE vs IFRA · iShares U.S. Infrastructure ETF 38.2%
- PAVE vs FIDU · Fidelity MSCI Industrials Index ETF 26.6%
- PAVE vs XLI · State Street Industrial Select Sector SPDR ETF 25.9%
- PAVE vs VIS · Vanguard Industrials Index Fund ETF Shares 25.3%
More comparisons with XLK
- XLK vs AIRR · First Trust RBA American Industrial RenaissanceTM ETF 0.0%
- XLK vs ARKG · ARK Genomic Revolution ETF 0.0%
- XLK vs COPX · Global X Copper Miners ETF 0.0%
- XLK vs FCOM · Fidelity MSCI Communication Services Index ETF 0.0%
- XLK vs FDIS · Fidelity MSCI Consumer Discretionary Index ETF 0.0%
- XLK vs FENY · Fidelity MSCI Energy Index ETF 0.0%
Percentages are holdings overlap with the named fund.
Open PAVE 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.