Which returned more over the last year, IYT or VIS?

In the year to Oct 9, 2026, with distributions reinvested, IYT returned +12.8% and VIS +10.6%.

Which is cheaper, IYT or VIS?

VIS is cheaper, by 0.28 percentage points a year. That is about $28 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do IYT and VIS overlap with the S&P 500?

By their latest filed holdings, 82% of IYT and 74% of VIS by weight is stocks the S&P 500 already holds.

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IYT vs VIS: Differences, Returns & Fees

IYT and VIS hold 14% of their weight in the same names, and IYT returned +12.8% over the year. Net assets: $2.0bn on Oct 9, 2026 for iShares U.S. Transportation ETF, and $8.0bn on Sep 30, 2026 for Vanguard Industrials ETF.

VIS costs 0.28 points a year less; their one-year returns differ by 2.2 points; VIS is 4.2 times larger.

	IYT	VIS
Expense ratio	0.37%	0.09%
Net assets, as of Sep 30, 2026	$1.9bn	$8.0bn
Total return, 1 year	+12.8%	+10.6%
What it tracks	S&P Transportation Select Industry FMC Capped Index	MSCI US Investable Market Index (IMI)/Industrials 25/50
Holdings in common	14%
Top ten holdings, share of the fund	72.8%	30.4%
Below its high	10.8%, high on Jul 16, 2026	9.9%, high on Jun 30, 2026

Holdings in common uses holdings dated Aug 31, 2026 and Oct 9, 2026.

+12.8%

IYT total return, 1 year

+10.6%

VIS total return, 1 year

0.37%

IYT expense ratio

0.09%

VIS expense ratio

What they hold in common

By the books each fund has filed, IYT and VIS hold 14% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Aug 31, 2026 and Oct 9, 2026.

50%

half

14% in common

Positions both hold, largest shared weight first

Holding IYT VIS

UNION PACIFIC 17.48% 2.21%

UBER TECHNOLOGIES 15.44% 1.93%

CSX 9.25% 1.34%

UNITED PARCEL SERVICE INC CLASS B 4.36% 1.12%

NORFOLK SOUTHERN CORP 4.50% 1.10%

FEDEX CORP 4.32% 1.03%

DELTA AIR LINES 4.77% 0.68%

OLD DOMINION FREIGHT LINE 4.57% 0.54%

UNITED AIRLINES HOLDINGS 4.59% 0.50%

EXPEDITORS INTERNATIONAL OF WASHIN 3.49% 0.36%

XPO 2.98% 0.32%

JB HUNT TRANSPORT SERVICES 2.36% 0.28%

Only in IYT

U HAUL NON VOTING SERIES N 0.70%

E-MINI CONSUMER DISCRETIONARY DEC 0.00%

XAI INDUSTRIAL DEC 26 0.00%

Only in VIS

Caterpillar Inc 5.26%

General Electric Co 4.99%

RTX Corp 4.01%

GE Vernova Inc 3.46%

Deere & Co 2.28%

Eaton Corp PLC 2.24%

Boeing Co/The 2.23%

Parker-Hannifin Corp 1.77%

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On the same fields

IYT

iShares U.S. Transportation ETF

VIS

Vanguard Industrials ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Vanguard

What it is Tracks an index Tracks an index

Total return, 1 year +12.8% +10.6%

S&P 500 over the same days +17.3% +17.3%

Gap to the S&P 500 −4.4 pts −6.7 pts

Expense ratio 0.37% 0.09%

Already in the S&P 500 82.2% 74.1%

Holdings 46 398

Net assets, IYT as of Oct 9, 2026 and VIS as of Sep 30, 2026 $2.0bn $8.0bn

IYT and VIS on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

IYT in plain words

IYT tracks an index. Over the year to Oct 9, 2026 it returned +12.8% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 9, 2026, 82% of the fund by weight is stocks the S&P 500 also holds, across 46 positions, with the top ten at 72.8%. It sat 10.8% below its high of Jul 16, 2026 on Oct 9, 2026.

VIS in plain words

VIS tracks an index. Over the year to Oct 9, 2026 it returned +10.6% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.09% a year. By its holdings published by its issuer as of Aug 31, 2026, 74% of the fund by weight is stocks the S&P 500 also holds, across 398 positions, with the top ten at 30.4%. It sat 9.9% below its high of Jun 30, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, IYT or VIS?: In the year to Oct 9, 2026, with distributions reinvested, IYT returned +12.8% and VIS +10.6%.
Which is cheaper, IYT or VIS?: VIS is cheaper, by 0.28 percentage points a year. That is about $28 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IYT and VIS overlap with the S&P 500?: By their latest filed holdings, 82% of IYT and 74% of VIS by weight is stocks the S&P 500 already holds.

Other comparisons

FIDU vs IYT IYT vs XLI IYJ vs IYT EXI vs IYT IYJ vs VIS FIDU vs VIS EXI vs VIS VIS vs XLI

IYT on its own →VIS on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

IYT filings on SEC EDGAR ↗IYT prospectus with the expense ratio (SEC) ↗iShares page for IYT ↗VIS filings on SEC EDGAR ↗VIS prospectus with the expense ratio (SEC) ↗Vanguard page for VIS ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, IYT against VIS, data as of Oct 9, 2026. https://etfiq.com/compare/any/iyt-vs-vis

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.