Core Insights - The Industrial Select Sector SPDR ETF (XLI) is designed to provide broad exposure to the Industrials sector, launched on December 16, 1998, and has become a popular choice among retail and institutional investors due to its low costs and tax efficiency [1][2] Fund Overview - XLI is sponsored by State Street Investment Management and has over $23.35 billion in assets, making it the largest ETF in the Industrials sector [3] - The ETF aims to match the performance of the Industrial Select Sector Index, which includes various industries such as aerospace, machinery, and logistics [4] Cost Structure - The ETF has an annual operating expense ratio of 0.08%, positioning it as one of the least expensive options in the market, with a 12-month trailing dividend yield of 1.28% [5] Sector Exposure and Holdings - XLI has a 100% allocation in the Industrials sector, with General Electric (GE) making up approximately 6.06% of total assets, and the top 10 holdings accounting for about 37.98% of total assets [6][7] Performance Metrics - The ETF has returned approximately 15.11% and is up about 22.94% year-to-date as of August 11, 2025, with a trading range between $116.42 and $154.99 over the past 52 weeks [8] - XLI has a beta of 1.07 and a standard deviation of 17.12% over the trailing three-year period, indicating a medium risk profile [8] Investment Alternatives - XLI holds a Zacks ETF Rank of 1 (Strong Buy), indicating strong expected returns and favorable metrics compared to other ETFs in the sector [9] - Other ETFs in the Industrials space include the First Trust RBA American Industrial Renaissance ETF (AIRR) and the Vanguard Industrials ETF (VIS), with AIRR having $4.55 billion in assets and VIS having $6.06 billion [11]

Core Insights - The First Trust RBA American Industrial Renaissance ETF (AIRR) is a passively managed ETF launched on March 10, 2014, designed to provide broad exposure to the Industrials - Broad segment of the equity market [1] - AIRR has amassed over $4.59 billion in assets, making it one of the largest ETFs in its category [3] - The ETF has a year-to-date return of approximately 14.38% and a 12-month return of about 31.3% as of August 6, 2025 [8] Fund Overview - AIRR seeks to match the performance of the Richard Bernstein Advisors American Industrial Renaissance Index, which focuses on small and mid-cap US companies in the industrial and community banking sectors [4] - The ETF has an annual operating expense ratio of 0.7%, which is relatively high compared to other ETFs [5] Sector Exposure and Holdings - The ETF has a significant allocation in the Industrials sector, comprising about 91.1% of the portfolio [6] - Dycom Industries, Inc. (DY) is the largest holding at approximately 3.37% of total assets, followed by Emcor Group, Inc. (EME) and Bwx Technologies, Inc. (BWXT) [7] - The top 10 holdings account for about 29.85% of total assets under management [7] Performance Metrics - AIRR has a beta of 1.29 and a standard deviation of 24.95% over the trailing three-year period, indicating a higher risk profile [8] - The ETF has traded between $61.92 and $88.54 in the past 52 weeks [8] Alternatives - AIRR holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected asset class return, expense ratio, and momentum [9] - Other ETFs in the industrials space include Vanguard Industrials ETF (VIS) and Industrial Select Sector SPDR ETF (XLI), with VIS having $6.01 billion in assets and XLI at $23.09 billion [11]

Core Viewpoint - The Vanguard Industrials ETF (VIS) offers broad exposure to the Industrials sector, appealing to both institutional and retail investors due to its low cost and transparency [1][2]. Group 1: Fund Overview - VIS is a passively managed ETF launched on September 23, 2004, with assets exceeding $6.01 billion, making it one of the largest ETFs in the Industrials sector [3]. - The ETF aims to match the performance of the MSCI US Investable Market Industrials 25/50 Index, which includes large, mid-size, and small U.S. companies in the industrials sector [3]. Group 2: Cost and Performance - The annual operating expense ratio for VIS is 0.09%, positioning it as one of the least expensive options in the market [4]. - The ETF has a 12-month trailing dividend yield of 1.11% [4]. - Year-to-date, VIS has increased by approximately 13.93% and has risen about 25.49% over the past year, with a trading range between $220.04 and $295.5 in the last 52 weeks [7]. Group 3: Holdings and Sector Exposure - The ETF has a heavy allocation in the Industrials sector, comprising about 99.9% of its portfolio [5]. - General Electric Co (GE) represents approximately 4.69% of total assets, followed by Rtx Corp (RTX) and Caterpillar Inc (CAT) [6]. Group 4: Risk and Alternatives - VIS has a beta of 1.11 and a standard deviation of 18.05% over the trailing three-year period, indicating a medium risk profile [7]. - The ETF holds a Zacks ETF Rank of 1 (Strong Buy), suggesting it is a strong option for investors seeking exposure to the Industrials segment [8]. - Other alternatives in the space include the First Trust RBA American Industrial Renaissance ETF (AIRR) and the Industrial Select Sector SPDR ETF (XLI), with respective assets of $4.59 billion and $23.09 billion [9].