ETF comparison
FIDU vs XLI
Both Industrials.
Fidelity MSCI Industrials Index ETF · State Street Industrial Select Sector SPDR ETF
Holdings overlap
78 positions appear in both funds. Buying equal dollars of FIDU and XLI would leave roughly 76.9% 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
Expense ratios are effectively identical (0.084% vs 0.080%).
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 XLI.
Top shared holdings
78 shared in total| # | Holding | In FIDU | In XLI | Overlap |
|---|---|---|---|---|
| 1 | Caterpillar Inc | 5.96% | 6.53% | 5.96% |
| 2 | General Electric Co | 4.37% | 5.89% | 4.37% |
| 3 | GE Vernova Inc | 4.20% | 4.66% | 4.20% |
| 4 | RTX Corp | 3.38% | 5.13% | 3.38% |
| 5 | Boeing Co/The | 2.56% | 3.09% | 2.56% |
| 6 | Eaton Corp PLC | 2.40% | 2.75% | 2.40% |
| 7 | Union Pacific Corp | 2.29% | 2.85% | 2.29% |
| 8 | Deere & Co | 2.17% | 2.81% | 2.17% |
| 9 | Uber Technologies Inc | 2.11% | 2.93% | 2.11% |
| 10 | Honeywell International Inc | 1.95% | 2.84% | 1.95% |
| 11 | Vertiv Holdings Co | 1.71% | 1.90% | 1.71% |
| 12 | Parker-Hannifin Corp | 1.64% | 2.24% | 1.64% |
Only in FIDU
282 total- Bloom Energy Corp 0.91%
- Ferguson Enterprises Inc 0.75%
- Waste Connections Inc 0.60%
- Rocket Lab Corp 0.57%
- Curtiss-Wright Corp 0.38%
- XPO Inc 0.37%
- FTAI Aviation Ltd 0.37%
- MasTec Inc 0.35%
- nVent Electric PLC 0.33%
- Woodward Inc 0.31%
Only in XLI
2 total- Southwest Airlines Co 0.37%
- State Street Global Advisors 0.02%
Open FIDU 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.