# Portfolio overlap — MADE vs FIDU

Comparing **iShares U.S. Manufacturing ETF** (2026-03-31) and **Fidelity MSCI Industrials Index ETF** (2026-04-30).

- Shared positions: 78
- iShares U.S. Manufacturing ETF covered by Fidelity MSCI Industrials Index ETF: 0.3684288373194174241669410189
- Fidelity MSCI Industrials Index ETF covered by iShares U.S. Manufacturing ETF: 0.3684288373194174241669410190

## iShares U.S. Manufacturing ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| EATON CORP PLC | 0.041222 |  |
| CATERPILLAR INC | 0.041051 | ✓ |
| DEERE & CO | 0.038878 | ✓ |
| HONEYWELL INTL INC | 0.038711 | ✓ |
| AMPHENOL CORPORATION CL A | 0.038507 |  |
| CUMMINS INC | 0.038350 | ✓ |
| VERTIV HOLDINGS CO | 0.038055 | ✓ |
| PARKER HANNIFIN CORP | 0.035484 | ✓ |
| GENERAL MOTORS CO | 0.034749 |  |
| RTX CORP | 0.033746 | ✓ |
| TE CONNECTIVITY | 0.031649 |  |
| PACCAR INC | 0.031312 | ✓ |
| TRANE TECHNOLOGI | 0.028960 |  |
| AMETEK INC NEW | 0.025458 | ✓ |
| JOHNSON CONTROLS | 0.025169 |  |
| FORD MOTOR CO | 0.023333 |  |
| COHERENT CORP | 0.023044 |  |
| ROCKWELL AUTOMATION INC | 0.020810 | ✓ |
| BOEING CO/THE | 0.020374 | ✓ |
| LOCKHEED MARTIN CORP | 0.015958 | ✓ |
| TELEDYNE TECHNOLOGIES INC | 0.014657 |  |
| DOVER CORP | 0.014507 | ✓ |
| BlackRock Cash Funds: Institutional, SL Agency Shares | 0.014075 |  |
| CARRIER GLOBAL CORP | 0.013892 | ✓ |
| BLOOM ENERGY CORP CL A | 0.013884 | ✓ |
| NORTHROP GRUMMAN CORP | 0.011874 | ✓ |
| GENERAL DYNAMICS CORPORATION | 0.011354 | ✓ |
| HUBBELL INC | 0.010356 | ✓ |
| SNAP-ON INCORPORATED | 0.009725 | ✓ |
| FABRINET | 0.009644 |  |
| XYLEM INC | 0.009142 | ✓ |
| FORTIVE CORP | 0.008939 | ✓ |
| TRANSDIGM GROUP INC | 0.008525 | ✓ |
| L3HARRIS TECHNOLOGIES INC | 0.008404 | ✓ |
| FIRST SOLAR INC | 0.008402 |  |
| NVENT ELECTRIC | 0.007575 |  |
| NEXTRACKER INC CL A | 0.007107 | ✓ |
| LINCOLN ELECTRIC HLDGS INC | 0.007073 | ✓ |
| RIVIAN AUTOMOTIVE INC | 0.006340 |  |
| ADV ENERGY INDS | 0.006286 |  |
| STANLEY BLACK and DECKER INC | 0.005678 | ✓ |
| TTM TECHNOLOGIES INC | 0.005195 |  |
| ALLISON TRANSMISSION HLDGS INC | 0.005027 | ✓ |
| REGAL REXNORD CORP | 0.004937 | ✓ |
| OSHKOSH CORP | 0.004803 | ✓ |
| TORO CO | 0.004700 | ✓ |
| LENNOX INTL INC | 0.004654 | ✓ |
| GENERAC HOLDINGS INC | 0.004551 | ✓ |
| PENTAIR PLC | 0.004477 |  |
| GRACO INC | 0.004408 | ✓ |

## Fidelity MSCI Industrials Index ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CATERPILLAR INC | 0.059581 | ✓ |
| GENERAL ELECTRIC CO | 0.043744 |  |
| GE VERNOVA LLC | 0.042049 |  |
| RTX CORP | 0.033767 | ✓ |
| BOEING CO/THE | 0.025653 | ✓ |
| EATON CORP PLC | 0.024056 |  |
| UNION PACIFIC CORP | 0.022864 |  |
| DEERE & CO | 0.021677 | ✓ |
| UBER TECHNOLOGIES INC | 0.021066 |  |
| HONEYWELL INTL INC | 0.019464 | ✓ |
| VERTIV HOLDINGS CO | 0.017067 | ✓ |
| PARKER HANNIFIN CORP | 0.016415 | ✓ |
| TRANE TECHNOLOGIES PLC | 0.015621 |  |
| QUANTA SVCS INC | 0.015524 |  |
| LOCKHEED MARTIN CORP | 0.015429 | ✓ |
| WASTE MANAGEMENT INC | 0.013401 |  |
| HOWMET AEROSPACE INC | 0.013278 |  |
| CUMMINS INC | 0.013249 | ✓ |
| FEDEX CORP | 0.012886 |  |
| JOHNSON CONTROLS INTERNATIONAL PLC | 0.012785 |  |
| AUTOMATIC DATA PROCESSING INC | 0.012261 |  |
| CSX CORP | 0.012101 |  |
| UNITED PARCEL SERVICE INC CL B | 0.011500 |  |
| GENERAL DYNAMICS CORPORATION | 0.011308 | ✓ |
| EMERSON ELECTRIC CO | 0.011286 |  |
| NORTHROP GRUMMAN CORP | 0.011237 | ✓ |
| 3M CO | 0.011133 |  |
| ILLINOIS TOOL WORKS INC | 0.010171 |  |
| NORFOLK SOUTHERN CORP | 0.010137 |  |
| TRANSDIGM GROUP INC | 0.009345 | ✓ |
| COMFORT SYSTEMS USA INC | 0.009286 |  |
| BLOOM ENERGY CORP CL A | 0.009106 | ✓ |
| CINTAS CORP | 0.008994 |  |
| PACCAR INC | 0.008925 | ✓ |
| UNITED RENTALS INC | 0.008736 |  |
| L3HARRIS TECHNOLOGIES INC | 0.008576 | ✓ |
| AMETEK INC NEW | 0.007754 | ✓ |
| WW GRAINGER INC | 0.007502 |  |
| FERGUSON ENTERPRISES INC | 0.007488 |  |
| FASTENAL CO | 0.007378 |  |
| CARRIER GLOBAL CORP | 0.007283 | ✓ |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.006600 |  |
| ROCKWELL AUTOMATION INC | 0.006577 | ✓ |
| REPUBLIC SVCS | 0.006485 |  |
| WASTE CONNECTIONS INC | 0.006032 |  |
| OLD DOMINION FRT | 0.005718 |  |
| EMCOR GROUP INC | 0.005711 |  |
| ROCKET LAB CORP | 0.005674 | ✓ |
| INGERSOLL RAND INC | 0.004514 |  |
| DOVER CORP | 0.004443 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001004726-26-003729` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000100472626003729/0001004726-26-003729-index.htm>
- N-PORT (fund B) — accession `0001410368-26-063878` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/945908/000141036826063878/0001410368-26-063878-index.htm>

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