ETF comparison
XAR vs XLI
Both Industrials.
State Street SPDR S&P Aerospace & Defense ETF · State Street Industrial Select Sector SPDR ETF
Holdings overlap
12 positions appear in both funds. Buying equal dollars of XAR and XLI would leave roughly 18.3% 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 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
12 shared in total| # | Holding | In XAR | In XLI | Overlap |
|---|---|---|---|---|
| 1 | General Electric Co | 3.02% | 6.77% | 3.02% |
| 2 | RTX Corp | 2.75% | 4.43% | 2.75% |
| 3 | Boeing Co/The | 2.67% | 2.96% | 2.67% |
| 4 | Howmet Aerospace Inc | 2.77% | 1.87% | 1.87% |
| 5 | Lockheed Martin Corp | 2.50% | 1.79% | 1.79% |
| 6 | General Dynamics Corp | 2.67% | 1.56% | 1.56% |
| 7 | TransDigm Group Inc | 2.83% | 1.29% | 1.29% |
| 8 | Northrop Grumman Corp | 2.42% | 1.18% | 1.18% |
| 9 | L3Harris Technologies Inc | 2.47% | 0.94% | 0.94% |
| 10 | Axon Enterprise Inc | 3.22% | 0.78% | 0.78% |
| 11 | Textron Inc | 2.59% | 0.28% | 0.28% |
| 12 | Huntington Ingalls Industries Inc | 2.49% | 0.19% | 0.19% |
Only in XAR
36 total- VSE Corp 3.40%
- StandardAero Inc 3.11%
- FTAI Aviation Ltd 3.08%
- Carpenter Technology Corp 3.04%
- Woodward Inc 2.98%
- HEICO Corp 2.86%
- Moog Inc 2.86%
- Hexcel Corp 2.81%
- Karman Holdings Inc 2.80%
- ATI Inc 2.77%
Only in XLI
69 total- Caterpillar Inc 8.51%
- GE Vernova Inc 5.48%
- Eaton Corp PLC 2.87%
- Union Pacific Corp 2.80%
- Deere & Co 2.77%
- Uber Technologies Inc 2.55%
- Vertiv Holdings Co 2.23%
- Parker-Hannifin Corp 2.14%
- Trane Technologies PLC 1.88%
- Quanta Services Inc 1.88%
Related comparisons
More comparisons with XAR
- XAR vs IYJ · iShares U.S. Industrials ETF 17.1%
- XAR vs AIRR · First Trust RBA American Industrial RenaissanceTM ETF 11.4%
- XAR vs PAVE · Global X U.S. Infrastructure Development ETF 6.5%
- XAR vs JETS · U.S. Global Jets ETF 5.1%
- XAR vs IFRA · iShares U.S. Infrastructure ETF 2.0%
- XAR vs IGF · iShares Global Infrastructure ETF 0.0%
More comparisons with XLI
- XLI vs IFRA · iShares U.S. Infrastructure ETF 15.5%
- XLI vs SHLD · Global X Defense Tech ETF 10.3%
- XLI vs JETS · U.S. Global Jets ETF 5.8%
- XLI vs AIRR · First Trust RBA American Industrial RenaissanceTM ETF 2.4%
- XLI vs IGF · iShares Global Infrastructure ETF 0.0%
- XLI vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
Percentages are holdings overlap with the named fund.
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.