ETF comparison
IYC vs XHB
Both Consumer Discretionary.
iShares US Consumer Discretionary ETF · State Street SPDR S&P Homebuilders ETF
Holdings overlap
9 positions appear in both funds. Buying equal dollars of IYC and XHB would leave roughly 7.9% 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
XHB is 3 bps cheaper than IYC. On a $100,000 position that's about $30/yr more in fees for IYC.
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 IYC vs XHB.
Top shared holdings
9 shared in total| # | Holding | In IYC | In XHB | Overlap |
|---|---|---|---|---|
| 1 | THE HOME DEPOT, INC. | 3.90% | 3.27% | 3.27% |
| 2 | LOWE'S COMPANIES, INC. | 2.18% | 3.34% | 2.18% |
| 3 | D.R. HORTON, INC. | 0.65% | 3.36% | 0.65% |
| 4 | PULTEGROUP, INC. | 0.39% | 3.33% | 0.39% |
| 5 | WILLIAMS-SONOMA, INC. | 0.34% | 3.43% | 0.34% |
| 6 | LENNAR CORPORATION | 0.30% | 3.14% | 0.30% |
| 7 | NVR, Inc. | 0.28% | 3.48% | 0.28% |
| 8 | Somnigroup International Inc. | 0.25% | 3.27% | 0.25% |
| 9 | TOLL BROTHERS, INC. | 0.22% | 3.33% | 0.22% |
Only in IYC
157 total- AMAZON.COM, INC. 14.92%
- TESLA, INC. 7.81%
- WALMART INC. 4.58%
- COSTCO WHOLESALE CORPORATION 4.26%
- NETFLIX, INC. 4.17%
- MCDONALD'S CORPORATION 3.42%
- THE WALT DISNEY COMPANY 3.01%
- THE TJX COMPANIES, INC. 2.86%
- UBER TECHNOLOGIES, INC. 2.45%
- BOOKING HOLDINGS INC. 2.23%
Only in XHB
27 total- Modine Manufacturing Co 3.77%
- Owens Corning 3.52%
- Allegion plc 3.46%
- Taylor Morrison Home Corp 3.42%
- Johnson Controls International plc 3.39%
- Masco Corp 3.37%
- Trane Technologies PLC 3.37%
- Carrier Global Corp 3.35%
- Cavco Industries Inc 3.32%
- Meritage Homes Corp 3.31%
Open IYC or XHB 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.