ETF comparison
XAR vs XLI
Both Industrials.
State Street SPDR S&P Aerospace & Defense ETF · State Street Industrial Select Sector SPDR ETF
Holdings overlap
13 positions appear in both funds. Buying equal dollars of XAR and XLI would leave roughly 20.7% 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 27 bps cheaper than XAR. On a $100,000 position that's about $270/yr more in fees for XAR.
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 XAR vs XLI.
Top shared holdings
13 shared in total| # | Holding | In XAR | In XLI | Overlap |
|---|---|---|---|---|
| 1 | RTX Corp | 3.08% | 5.13% | 3.08% |
| 2 | Boeing Co/The | 3.08% | 3.09% | 3.08% |
| 3 | General Electric Co | 2.89% | 5.89% | 2.89% |
| 4 | Lockheed Martin Corp | 3.08% | 2.42% | 2.42% |
| 5 | Howmet Aerospace Inc | 3.04% | 1.83% | 1.83% |
| 6 | Northrop Grumman Corp | 3.08% | 1.80% | 1.80% |
| 7 | General Dynamics Corp | 3.21% | 1.72% | 1.72% |
| 8 | TransDigm Group Inc | 3.05% | 1.30% | 1.30% |
| 9 | L3Harris Technologies Inc | 3.14% | 1.28% | 1.28% |
| 10 | Axon Enterprise Inc | 2.72% | 0.66% | 0.66% |
| 11 | Textron Inc | 3.11% | 0.30% | 0.30% |
| 12 | Huntington Ingalls Industries Inc | 3.04% | 0.30% | 0.30% |
Only in XAR
29 total- BWX Technologies Inc 3.46%
- Curtiss-Wright Corp 3.26%
- Carpenter Technology Corp 3.20%
- Hexcel Corp 3.17%
- FTAI Aviation Ltd 3.12%
- Woodward Inc 3.07%
- ATI Inc 3.06%
- StandardAero Inc 2.99%
- HEICO Corp 2.96%
- Rocket Lab Corp 2.96%
Only in XLI
67 total- Caterpillar Inc 6.53%
- 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%
- Parker-Hannifin Corp 2.24%
- Vertiv Holdings Co 1.90%
- Trane Technologies PLC 1.83%
Open XAR 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.