ETF comparison
PPA vs VIS
Both Industrials.
Invesco Aerospace & Defense ETF · Vanguard Industrials Index Fund ETF Shares
Holdings overlap
48 positions appear in both funds. Buying equal dollars of PPA and VIS would leave roughly 28.1% 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
VIS is 49 bps cheaper than PPA. On a $100,000 position that's about $490/yr more in fees for PPA.
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 PPA vs VIS.
Top shared holdings
48 shared in total| # | Holding | In PPA | In VIS | Overlap |
|---|---|---|---|---|
| 1 | General Electric Co. | 7.11% | 5.04% | 5.04% |
| 2 | RTX Corp. | 8.30% | 4.01% | 4.01% |
| 3 | Boeing Co. (The) | 6.87% | 2.23% | 2.23% |
| 4 | Eaton Corp. PLC | 2.15% | 2.24% | 2.15% |
| 5 | Parker-Hannifin Corp. | 3.69% | 1.78% | 1.78% |
| 6 | Lockheed Martin Corp. | 6.64% | 1.67% | 1.67% |
| 7 | Howmet Aerospace Inc. | 4.48% | 1.41% | 1.41% |
| 8 | General Dynamics Corp. | 4.96% | 1.23% | 1.23% |
| 9 | Northrop Grumman Corp. | 4.75% | 1.05% | 1.05% |
| 10 | TransDigm Group Inc. | 3.09% | 0.95% | 0.95% |
| 11 | Honeywell Aerospace Inc. | 4.09% | 0.72% | 0.72% |
| 12 | L3Harris Technologies, Inc. | 3.83% | 0.71% | 0.71% |
Only in PPA
14 total- Elbit Systems Ltd. 3.49%
- Amphenol Corp. 2.52%
- Palantir Technologies Inc. 1.23%
- Keysight Technologies, Inc. 0.85%
- Viasat, Inc. 0.85%
- Teledyne Technologies Inc. 0.83%
- CAE Inc. 0.76%
- TTM Technologies, Inc. 0.48%
- OSI Systems, Inc. 0.25%
- nLight, Inc. 0.24%
Only in VIS
349 total- Caterpillar Inc 5.33%
- GE Vernova Inc 3.48%
- Deere & Co 2.29%
- Union Pacific Corp 2.21%
- Uber Technologies Inc 1.94%
- Automatic Data Processing Inc 1.65%
- Trane Technologies PLC 1.41%
- Vertiv Holdings Co 1.35%
- CSX Corp 1.35%
- Quanta Services Inc 1.31%
Related comparisons
More comparisons with PPA
- PPA vs IYJ · iShares U.S. Industrials ETF 24.5%
- PPA vs PAVE · Global X U.S. Infrastructure Development ETF 12.1%
- PPA vs AIRR · First Trust RBA American Industrial RenaissanceTM ETF 4.8%
- PPA vs JETS · U.S. Global Jets ETF 4.5%
- PPA vs XLK · State Street Technology Select Sector SPDR ETF 2.9%
- PPA vs VGT · Vanguard Information Technology Index Fund ETF Shares 2.6%
More comparisons with VIS
- VIS vs PAVE · Global X U.S. Infrastructure Development ETF 26.0%
- VIS vs ITA · iShares U.S. Aerospace & Defense ETF 23.2%
- VIS vs XAR · State Street SPDR S&P Aerospace & Defense ETF 19.6%
- VIS vs IFRA · iShares U.S. Infrastructure ETF 17.0%
- VIS vs SHLD · Global X Defense Tech ETF 9.9%
- VIS vs AIRR · First Trust RBA American Industrial RenaissanceTM ETF 6.0%
Percentages are holdings overlap with the named fund.
Open PPA or VIS 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.