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XLI Sector — Industrials ETF (XLI)

Sector — Industrials · Benchmark: Index Benchmark · Domiciled in US

AUM
$401.4B
Expense ratio
11.00%
Inception
2003-09-15
VMCI-Composite
62/100
5y CAGR
11.8%

VMCI-Composite holdings score

ValueMarkers builds the VMCI-Composite by taking the underlying VMCI score for each of the ETF's top-10 holdings and weighting it by the holding's share of the fund. The number summarizes the fundamentals of the largest positions on the five-pillar framework — Value, Quality, Integrity, Growth, Risk.

XLI Sector — Industrials ETF — analysis

XLI fact sheet snapshot: $401.4B AUM, 11 bps expense, 2003-09-15 inception, Sector — Industrials mandate, Index Benchmark as the comparison index. XLI Sector — Industrials ETF is the legal name on the listing.

XLI's VMCI-Composite reads 62/100, derived from the top-10 holdings' individual scores on ValueMarkers' five-pillar framework. Above-average composite quality versus the typical sector — industrials ETF in our coverage.

XLI's 5y annualized total return is 11.8%. That is -0.2 pp below the 12.0% benchmark line, with a 3y CAGR of 12.1% on the same series.

On the income line, XLI pays 2.30% and has grown the distribution at 0.8% annualized for five years. The forward question is whether the underlying earnings stream supports continued distribution growth at that pace.

XLI holdings concentration: 30% of the portfolio sits in the top 10 names, anchored by AAPL at 3.51%. Technology is the largest sector at 29% of allocation.

Three comparable ETFs to consider alongside XLI: SPY, VOO, VTI. Each tracks the same broad category (Sector — Industrials) but differs on issuer, expense ratio, and methodology, so the practical question is fee plus tracking quality plus distribution shape.

Top 25 holdings

#TickerWeightVMCI
1AAPL3.51%63
2MSFT3.51%41
3NVDA3.30%60
4AMZN3.12%67
5GOOGL2.95%53
6META2.82%54
7BRK-B2.82%75
8TSLA2.78%83
9V2.69%55
10JPM2.43%74
11UNH2.21%80
12XOM2.04%67
13JNJ2.04%59
14PG1.82%78
15MA1.82%51
16HD1.60%59
17MRK1.43%43
18AVGO1.26%66
19PEP1.13%52
20COST1.13%44
21KO0.91%43
22WMT0.91%81
23BAC0.69%61
24CVX0.65%54
25ADBE0.43%73

Performance & income

YTD
1.8%
1y total return
13.0%
3y CAGR
12.1%
5y CAGR vs benchmark
11.8% / 12.0%
Dividend yield
2.30%
5y distribution CAGR
0.8%

Comparable ETFs

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