ETF comparison
PPA vs VIS
Both Industrials.
Invesco Aerospace & Defense ETF · Vanguard Industrials Index Fund ETF Shares
Holdings overlap
46 positions appear in both funds. Buying equal dollars of PPA and VIS would leave roughly 30.7% 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
VIS is 49 bps cheaper than PPA. On a $100,000 position that's about $490/yr more in fees for PPA.
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 PPA vs VIS.
Top shared holdings
46 shared in total| # | Holding | In PPA | In VIS | Overlap |
|---|---|---|---|---|
| 1 | General Electric Co. | 7.87% | 5.11% | 5.11% |
| 2 | RTX Corp. | 7.15% | 3.82% | 3.82% |
| 3 | Boeing Co. (The) | 9.14% | 2.50% | 2.50% |
| 4 | Honeywell International Inc. | 4.40% | 2.18% | 2.18% |
| 5 | Eaton Corp. PLC | 2.36% | 2.06% | 2.06% |
| 6 | Lockheed Martin Corp. | 6.41% | 1.95% | 1.95% |
| 7 | Parker-Hannifin Corp. | 3.75% | 1.80% | 1.80% |
| 8 | Howmet Aerospace Inc. | 4.19% | 1.42% | 1.42% |
| 9 | Northrop Grumman Corp. | 4.47% | 1.39% | 1.39% |
| 10 | General Dynamics Corp. | 4.54% | 1.15% | 1.15% |
| 11 | TransDigm Group Inc. | 2.63% | 1.03% | 1.03% |
| 12 | L3Harris Technologies, Inc. | 3.77% | 0.96% | 0.96% |
Only in PPA
15 total- Elbit Systems Ltd. 3.59%
- Amphenol Corp. 2.34%
- Palantir Technologies Inc. 1.23%
- Keysight Technologies, Inc. 1.02%
- Teledyne Technologies Inc. 0.86%
- CAE Inc. 0.75%
- Viasat, Inc. 0.70%
- TTM Technologies, Inc. 0.67%
- OSI Systems, Inc. 0.32%
- nLight, Inc. 0.24%
Only in VIS
340 total- Caterpillar Inc 4.90%
- GE Vernova Inc 3.35%
- Deere & Co 2.28%
- Uber Technologies Inc 2.10%
- Union Pacific Corp 1.89%
- Trane Technologies PLC 1.45%
- Waste Management Inc 1.37%
- Johnson Controls International plc 1.33%
- Vertiv Holdings Co 1.30%
- 3M Co 1.24%
Open PPA or VIS 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.