ETF comparison
VIS vs XLI
Both Industrials.
Vanguard Industrials Index Fund ETF Shares · State Street Industrial Select Sector SPDR ETF
Holdings overlap
78 positions appear in both funds. Buying equal dollars of VIS and XLI would leave roughly 74.0% 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
XLI is 1 bps cheaper than VIS. On a $100,000 position that's about $10/yr more in fees for VIS.
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 VIS vs XLI.
Top shared holdings
78 shared in total| # | Holding | In VIS | In XLI | Overlap |
|---|---|---|---|---|
| 1 | Caterpillar Inc | 5.81% | 8.51% | 5.81% |
| 2 | General Electric Co | 4.84% | 6.77% | 4.84% |
| 3 | GE Vernova Inc | 3.72% | 5.48% | 3.72% |
| 4 | RTX Corp | 3.41% | 4.43% | 3.41% |
| 5 | Boeing Co/The | 2.57% | 2.96% | 2.57% |
| 6 | Eaton Corp PLC | 2.21% | 2.87% | 2.21% |
| 7 | Deere & Co | 1.97% | 2.77% | 1.97% |
| 8 | Uber Technologies Inc | 1.97% | 2.55% | 1.97% |
| 9 | Union Pacific Corp | 1.89% | 2.80% | 1.89% |
| 10 | Vertiv Holdings Co | 1.63% | 2.23% | 1.63% |
| 11 | Lockheed Martin Corp | 1.57% | 1.79% | 1.57% |
| 12 | Parker-Hannifin Corp | 1.51% | 2.14% | 1.51% |
Only in VIS
303 total- Honeywell International Inc 2.14%
- Rocket Lab Corp 0.98%
- Bloom Energy Corp 0.91%
- Ferguson Enterprises Inc 0.63%
- Waste Connections Inc 0.49%
- Curtiss-Wright Corp 0.39%
- nVent Electric PLC 0.38%
- Sterling Infrastructure Inc 0.37%
- XPO Inc 0.36%
- MasTec Inc 0.34%
Only in XLI
3 total- Honeywell International Inc 1.23%
- Honeywell Aerospace Inc 1.22%
- Fedex Freight Holding Co Inc 0.28%
Related comparisons
More comparisons with VIS
- VIS vs IYJ · iShares U.S. Industrials ETF 68.0%
- VIS vs PPA · Invesco Aerospace & Defense ETF 27.2%
- VIS vs PAVE · Global X U.S. Infrastructure Development ETF 25.3%
- VIS vs ITA · iShares U.S. Aerospace & Defense ETF 23.0%
- VIS vs XAR · State Street SPDR S&P Aerospace & Defense ETF 20.3%
- VIS vs IFRA · iShares U.S. Infrastructure ETF 17.0%
More comparisons with XLI
- XLI vs IYJ · iShares U.S. Industrials ETF 59.4%
- XLI vs PPA · Invesco Aerospace & Defense ETF 29.8%
- XLI vs PAVE · Global X U.S. Infrastructure Development ETF 25.9%
- XLI vs ITA · iShares U.S. Aerospace & Defense ETF 24.0%
- XLI vs XAR · State Street SPDR S&P Aerospace & Defense ETF 18.3%
- XLI vs IFRA · iShares U.S. Infrastructure ETF 15.5%
Percentages are holdings overlap with the named fund.
Open VIS 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.