Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
EWY vs XLI: how they differ
EWY and XLI hold 0% of their weight in the same names, and EWY returned more over the year.
iShares MSCI South Korea ETF and State Street(R) Industrial Select Sector SPDR(R) ETF.
What they hold in common
By the books each fund has filed, EWY and XLI hold 0% of their money in the same securities at the same weight.
| Only in EWY | Only in XLI |
|---|---|
| SK hynix Inc. 31.02% | Caterpillar Inc 8.52% |
| SAMSUNG ELECTRO-MECHANICS CO.,LTD 3.44% | General Electric Co 6.77% |
| SK Square Co., Ltd. 3.10% | GE Vernova Inc 5.48% |
| HYUNDAI MOTOR COMPANY 2.45% | RTX Corp 4.44% |
| KB Financial Group Inc. 1.40% | Boeing Co/The 2.96% |
| HYUNDAI MOBIS CO.,LTD 1.22% | Eaton Corp PLC 2.87% |
| DOOSAN ENERBILITY CO., LTD. 1.22% | Union Pacific Corp 2.81% |
| SAMSUNG SDI CO., LTD. 1.15% | Deere & Co 2.77% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and May 31, 2026.
| EWY iShares MSCI South Korea ETF | XLI State Street(R) Industrial Select Sector SPDR(R) ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | State Street |
| What it is | MSCI South Korea | Industrials |
| Total return, 1 year | +147.9% | +14.3% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +130.4 pts | −3.3 pts |
| Expense ratio | 0.59% | 0.08% |
| Already in the S&P 500 | 0.0% | 100.0% |
| Holdings | 82 | 81 |
EWY in plain words
EWY is an index equity fund tracking the MSCI South Korea. Over the year to Sep 11, 2026 it returned +147.9% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.59% a year. By its holdings filed for May 31, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 82 positions, with the top ten at 70.0%. It sat 13.9% below its high of Jun 18, 2026 on Sep 11, 2026.
XLI in plain words
XLI is an index equity fund tracking the Industrials. Over the year to Sep 11, 2026 it returned +14.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.08% a year. By its holdings filed for Jun 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 81 positions, with the top ten at 41.4%. It sat 7.6% below its high of Aug 14, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, EWY or XLI?
- In the year to Sep 12, 2026, with distributions reinvested, EWY returned +147.9% and XLI returned +14.3%, so EWY returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, EWY or XLI?
- EWY charges 0.59% a year and XLI charges 0.08%, so XLI is cheaper. Fees come from each fund's prospectus.
- How much do EWY and XLI overlap with the S&P 500?
- By their latest filed holdings, 0% of EWY and 100% of XLI by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.
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Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, EWY against XLI, data as of Sep 12, 2026. https://etfiq.com/compare/any/EWY-XLI Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources