EWU vs XLI

iShares MSCI United Kingdom ETF vs Industrial Select Sector SPDR Fund

Quick take
  • XLI has the lower expense ratio at 0.08% vs 0.50% for EWU.
  • EWU pays a higher dividend yield (3.27%).

Side-by-side metrics

MetricEWUXLI
Expense ratio
Annual fee. Lower is better.
0.50%0.08%
Dividend yield
Trailing 12-month yield.
3.27%1.11%
AUM
Assets under management — bigger funds are typically more liquid.
$3.67B$33.96B
YTD return
7.23%16.92%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.711.01
P/E ratio
17.8231.21
Last price
$46.47$181.82
Inception
Issuer
iSharesState Street

EWU top holdings

Top holdings · EWU
HSBA.LHSBC Holdings PLC10.54%
AZN.LAstraZeneca PLC9.13%
SHEL.LShell PLC7.06%
RR.LRolls-Royce Holdings PLC5.20%
ULVR.LUnilever PLC4.24%
BATS.LBritish American Tobacco PLC4.02%
GSK.LGSK PLC3.44%
RIO.LRio Tinto PLC Ordinary Shares3.25%
BP.LBP PLC3.14%
BARC.LBarclays PLC2.97%
Sector breakdown · EWU
Real Estate0.7%
Consumer Cyclical3.9%
Basic Materials8.4%
Consumer Defensive14.9%
Technology0.6%
Communication Services2.2%
Financial Services26.2%
Utilities5.2%
Industrials12.9%
Energy10.5%
Healthcare14.7%

XLI top holdings

Top holdings · XLI
CATCaterpillar Inc8.51%
GEGE Aerospace6.76%
GEVGE Vernova Inc5.48%
RTXRTX Corp4.43%
BABoeing Co2.96%
ETNEaton Corp PLC2.87%
UNPUnion Pacific Corp2.80%
DEDeere & Co2.76%
UBERUber Technologies Inc2.55%
VRTVertiv Holdings Co Class A2.23%
Sector breakdown · XLI
Consumer Cyclical0.2%
Technology5.5%
Industrials94.3%

About EWU

EWU (iShares MSCI United Kingdom ETF) is UK large and mid-cap equities. Managed by iShares, the fund carries $3.7B in assets under management, an expense ratio of 0.50%, a dividend yield of 3.27%. Its largest holding is HSBC Holdings PLC (HSBA.L), which represents 10.5% of the portfolio. Real Estate is the fund's largest sector exposure at 0.7%.

About XLI

XLI (Industrial Select Sector SPDR Fund) is S&P 500 industrials sector. Managed by State Street, the fund carries $34.0B in assets under management, an expense ratio of 0.08%, a dividend yield of 1.11%. Its largest holding is Caterpillar Inc (CAT), which represents 8.5% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 0.2%.