ETF comparison
AIRRvsFIDU
Both Industrials.
First Trust RBA American Industrial RenaissanceTM ETF · Fidelity MSCI Industrials Index ETF
Holdings overlap
46 positions appear in both funds. Buying equal dollars of AIRR and FIDU would leave roughly7.0%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
FIDU is 61 bps cheaper than AIRR. On a $100,000 position that's about $606/yr more in fees for AIRR.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with AIRR vs FIDU.
Top shared holdings
46 shared in total| # | Holding | In AIRR | In FIDU | Overlap |
|---|---|---|---|---|
| 1 | COMFORT SYSTEMS USA INC | 4.42% | 0.93% | 0.93% |
| 2 | EMCOR GROUP INC | 3.75% | 0.57% | 0.57% |
| 3 | MASTEC INC | 4.18% | 0.35% | 0.35% |
| 4 | CH ROBINSON WORLDWIDE INC | 4.08% | 0.31% | 0.31% |
| 5 | BWX TECHNOLOGIES INC | 2.97% | 0.28% | 0.28% |
| 6 | RBC BEARINGS INC | 1.85% | 0.26% | 0.26% |
| 7 | CLEAN HARBORS INC | 2.44% | 0.23% | 0.23% |
| 8 | STERLING INFRASTRUCTURE INC | 6.00% | 0.23% | 0.23% |
| 9 | HUNTINGTON INGALLS INDUSTRIES INC | 2.44% | 0.20% | 0.20% |
| 10 | MUELLER INDUSTRIES INC | 1.37% | 0.20% | 0.20% |
| 11 | DYCOM INDUSTRIES INC | 3.76% | 0.18% | 0.18% |
| 12 | SAIA INC | 3.53% | 0.17% | 0.17% |
Only in AIRR
6 total- F.N.B. CORP (PENNSYLVANIA)2.43%
- OLD NATIONAL BANCORP1.41%
- WINTRUST FINANCIAL CORP1.30%
- ASSOCIATED BANC-CORP1.29%
- FULTON FINANCIAL CORP0.89%
- DREYFUS GOVERNMENT CASH MANAGEMENT FUNDS0.08%
Only in FIDU
314 total- Caterpillar Inc5.96%
- General Electric Co4.37%
- GE Vernova Inc4.20%
- RTX Corp3.38%
- Boeing Co/The2.56%
- Eaton Corp PLC2.40%
- Union Pacific Corp2.29%
- Deere & Co2.17%
- Uber Technologies Inc2.11%
- Honeywell International Inc1.95%
Open AIRR or FIDU at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.