Get the weekly note

Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

FNDX vs XLB: how they differ

FNDX and XLB hold 3% of their weight in the same names, and FNDX returned more over the year.

Schwab Fundamental U.S. Large Company ETF and State Street(R) Materials Select Sector SPDR(R) ETF.

What they hold in common

By the books each fund has filed, FNDX and XLB hold 3% of their money in the same securities at the same weight.

Positions FNDX and XLB both hold, largest shared weight first
HoldingFNDXXLB
Nucor Corp0.39%3.88%
Dow Inc0.30%2.64%
Linde PLC0.29%14.08%
Freeport-McMoRan Inc0.21%5.31%
LyondellBasell Industries NV0.19%1.82%
Steel Dynamics Inc0.19%3.73%
CRH PLC0.17%4.67%
Newmont Corp0.16%5.85%
Corteva Inc0.12%4.97%
Air Products and Chemicals Inc0.10%4.63%
CF Industries Holdings Inc0.09%2.23%
PPG Industries Inc0.08%3.62%
Largest positions each one holds and the other does not
Only in FNDXOnly in XLB
Apple Inc 4.64%DuPont de Nemours Inc 2.48%
Intel Corp 2.57%
Alphabet Inc 2.38%
Microsoft Corp 2.33%
Exxon Mobil Corp 2.29%
Alphabet Inc 1.90%
Amazon.com Inc 1.86%
Micron Technology Inc 1.60%

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.

FNDX and XLB on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
FNDX
Schwab Fundamental U.S. Large Company ETF
XLB
State Street(R) Materials Select Sector SPDR(R) ETF
Where it sitsCore index fundCore index fund
IssuerSchwabState Street
What it isFundamental U.S. Large CompanyMaterials
Total return, 1 year+26.1%+12.0%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+8.6 pts−5.5 pts
Expense ratio0.25%0.08%
Already in the S&P 50091.2%100.0%
Holdings73326

FNDX in plain words

FNDX is an index equity fund tracking the Fundamental U.S. Large Company. Over the year to Sep 11, 2026 it returned +26.1% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.25% a year. By its holdings filed for May 31, 2026, 91% of the fund by weight is stocks the S&P 500 also holds, across 733 positions, with the top ten at 22.5%.

XLB in plain words

XLB is an index equity fund tracking the Materials. Over the year to Sep 11, 2026 it returned +12.0% 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 26 positions, with the top ten at 58.5%. It sat 5.1% below its high of Aug 26, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, FNDX or XLB?
In the year to Sep 12, 2026, with distributions reinvested, FNDX returned +26.1% and XLB returned +12.0%, so FNDX returned more. One year is one year; the longer windows are in the table.
Which is cheaper, FNDX or XLB?
FNDX charges 0.25% a year and XLB charges 0.08%, so XLB is cheaper. Fees come from each fund's prospectus.
How much do FNDX and XLB overlap with the S&P 500?
By their latest filed holdings, 91% of FNDX and 100% of XLB by weight is stocks the S&P 500 already holds. Between the two funds, 3% of their books are the same securities at the same weight.

Other comparisons

Where to next

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.

FNDX against XLB, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, FNDX against XLB, data as of Sep 12, 2026. https://etfiq.com/compare/any/FNDX-XLB Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources