ETF comparison
FIDU vs IYJ
Both Industrials.
Fidelity MSCI Industrials Index ETF · iShares U.S. Industrials ETF
Holdings overlap
138 positions appear in both funds. Buying equal dollars of FIDU and IYJ would leave roughly 70.6% 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
FIDU is 30 bps cheaper than IYJ. On a $100,000 position that's about $296/yr more in fees for IYJ.
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 FIDU vs IYJ.
Top shared holdings
138 shared in total| # | Holding | In FIDU | In IYJ | Overlap |
|---|---|---|---|---|
| 1 | Caterpillar Inc | 5.96% | 5.20% | 5.20% |
| 2 | General Electric Co | 4.37% | 3.81% | 3.81% |
| 3 | GE Vernova Inc | 4.20% | 3.69% | 3.69% |
| 4 | RTX Corp | 3.38% | 2.97% | 2.97% |
| 5 | Boeing Co/The | 2.56% | 2.18% | 2.18% |
| 6 | Eaton Corp PLC | 2.40% | 2.14% | 2.14% |
| 7 | Union Pacific Corp | 2.29% | 2.03% | 2.03% |
| 8 | Deere & Co | 2.17% | 1.82% | 1.82% |
| 9 | Honeywell International Inc | 1.95% | 1.72% | 1.72% |
| 10 | Parker-Hannifin Corp | 1.64% | 1.45% | 1.45% |
| 11 | Trane Technologies PLC | 1.56% | 1.39% | 1.39% |
| 12 | Quanta Services Inc | 1.55% | 1.35% | 1.35% |
Only in FIDU
222 total- Uber Technologies Inc 2.11%
- Vertiv Holdings Co 1.71%
- Waste Management Inc 1.34%
- Bloom Energy Corp 0.91%
- Fastenal Co 0.74%
- Republic Services Inc 0.65%
- Waste Connections Inc 0.60%
- Copart Inc 0.44%
- Carpenter Technology Corp 0.31%
- Leidos Holdings Inc 0.26%
Only in IYJ
58 total- VISA INC. 7.01%
- MASTERCARD INCORPORATED 5.11%
- AMERICAN EXPRESS COMPANY 2.20%
- CAPITAL ONE FINANCIAL CORPORATION 1.48%
- ACCENTURE PUBLIC LIMITED COMPANY 1.39%
- CRH PUBLIC LIMITED COMPANY 1.00%
- THE SHERWIN-WILLIAMS COMPANY 0.94%
- KEYSIGHT TECHNOLOGIES, INC. 0.76%
- PAYPAL HOLDINGS, INC. 0.59%
- VULCAN MATERIALS COMPANY 0.50%
Open FIDU or IYJ 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.