ETF comparison
IYJ vs XLI
Both Industrials.
iShares U.S. Industrials ETF · State Street Industrial Select Sector SPDR ETF
Holdings overlap
67 positions appear in both funds. Buying equal dollars of IYJ and XLI would leave roughly 60.6% 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
XLI is 30 bps cheaper than IYJ. On a $100,000 position that's about $300/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 IYJ vs XLI.
Top shared holdings
67 shared in total| # | Holding | In IYJ | In XLI | Overlap |
|---|---|---|---|---|
| 1 | CATERPILLAR INC. | 5.20% | 6.53% | 5.20% |
| 2 | GENERAL ELECTRIC COMPANY | 3.81% | 5.89% | 3.81% |
| 3 | GE VERNOVA INC. | 3.69% | 4.66% | 3.69% |
| 4 | RTX CORPORATION | 2.97% | 5.13% | 2.97% |
| 5 | THE BOEING COMPANY | 2.18% | 3.09% | 2.18% |
| 6 | EATON CORPORATION PUBLIC LIMITED COMPANY | 2.14% | 2.75% | 2.14% |
| 7 | UNION PACIFIC CORPORATION | 2.03% | 2.85% | 2.03% |
| 8 | DEERE & COMPANY | 1.82% | 2.81% | 1.82% |
| 9 | HONEYWELL INTERNATIONAL INCORPORATION | 1.72% | 2.84% | 1.72% |
| 10 | PARKER-HANNIFIN CORPORATION | 1.45% | 2.24% | 1.45% |
| 11 | TRANE TECHNOLOGIES PLC | 1.39% | 1.83% | 1.39% |
| 12 | QUANTA SERVICES, INC. | 1.35% | 1.62% | 1.35% |
Only in IYJ
129 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%
- FERGUSON ENTERPRISES INC. 0.65%
- PAYPAL HOLDINGS, INC. 0.59%
Only in XLI
13 total- Uber Technologies Inc 2.93%
- Vertiv Holdings Co 1.90%
- Waste Management Inc 1.69%
- Fastenal Co 1.05%
- Republic Services Inc 0.87%
- Delta Air Lines Inc 0.85%
- United Airlines Holdings Inc 0.59%
- Copart Inc 0.59%
- Leidos Holdings Inc 0.39%
- Broadridge Financial Solutions Inc 0.38%
Open IYJ 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.