ETF comparison
AIRR vs IFRA
Both Industrials.
First Trust RBA American Industrial RenaissanceTM ETF · iShares U.S. Infrastructure ETF
Holdings overlap
16 positions appear in both funds. Buying equal dollars of AIRR and IFRA would leave roughly 9.2% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
IFRA is 39 bps cheaper than AIRR. On a $100,000 position that's about $390/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 the cost calculator pre-filled with AIRR vs IFRA.
Top shared holdings
16 shared in total| # | Holding | In AIRR | In IFRA | Overlap |
|---|---|---|---|---|
| 1 | COMFORT SYSTEMS USA INC | 4.42% | 2.42% | 2.42% |
| 2 | EMCOR GROUP INC | 3.75% | 1.29% | 1.29% |
| 3 | MASTEC INC | 4.18% | 0.90% | 0.90% |
| 4 | STERLING INFRASTRUCTURE INC | 6.00% | 0.88% | 0.88% |
| 5 | IES HOLDINGS INC | 2.02% | 0.50% | 0.50% |
| 6 | MUELLER INDUSTRIES INC | 1.37% | 0.47% | 0.47% |
| 7 | OWENS CORNING | 3.89% | 0.44% | 0.44% |
| 8 | ADVANCED DRAINAGE SYSTEMS INC | 2.29% | 0.39% | 0.39% |
| 9 | ARGAN INC | 4.73% | 0.38% | 0.38% |
| 10 | OSHKOSH CORP | 1.60% | 0.33% | 0.33% |
| 11 | EVERUS CONSTRUCTION GROUP INC | 1.17% | 0.30% | 0.30% |
| 12 | GRANITE CONSTRUCTION INC | 1.66% | 0.24% | 0.24% |
Only in AIRR
36 total- CH ROBINSON WORLDWIDE INC 4.08%
- DYCOM INDUSTRIES INC 3.76%
- SAIA INC 3.53%
- BWX TECHNOLOGIES INC 2.97%
- POWELL INDUSTRIES INC 2.48%
- HUNTINGTON INGALLS INDUSTRIES INC 2.44%
- CLEAN HARBORS INC 2.44%
- F.N.B. CORP (PENNSYLVANIA) 2.43%
- KRATOS DEFENSE & SECURITY SOLUTIONS INC 2.43%
- CORE & MAIN INC 2.06%
Only in IFRA
145 total- CATERPILLAR INC. 4.57%
- NEXTERA ENERGY, INC. 3.97%
- UNION PACIFIC CORPORATION 3.87%
- QUANTA SERVICES, INC. 3.77%
- CSX Corporation 3.10%
- THE SOUTHERN COMPANY 2.92%
- DUKE ENERGY CORPORATION 2.67%
- CRH PUBLIC LIMITED COMPANY 2.51%
- UNITED RENTALS, INC. 2.48%
- NORFOLK SOUTHERN CORPORATION 2.48%
Related comparisons
More comparisons with AIRR
- AIRR vs SHLD · Global X Defense Tech ETF 8.8%
- AIRR vs VIS · Vanguard Industrials Index Fund ETF Shares 7.0%
- AIRR vs FIDU · Fidelity MSCI Industrials Index ETF 6.4%
- AIRR vs PPA · Invesco Aerospace & Defense ETF 4.8%
- AIRR vs IYJ · iShares U.S. Industrials ETF 4.0%
- AIRR vs ITA · iShares U.S. Aerospace & Defense ETF 3.7%
More comparisons with IFRA
- IFRA vs PPA · Invesco Aerospace & Defense ETF 2.3%
- IFRA vs ITA · iShares U.S. Aerospace & Defense ETF 2.0%
- IFRA vs XAR · State Street SPDR S&P Aerospace & Defense ETF 2.0%
- IFRA vs JETS · U.S. Global Jets ETF 0.0%
- IFRA vs SHLD · Global X Defense Tech ETF 0.0%
- IFRA vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
Percentages are holdings overlap with the named fund.
Open AIRR or IFRA 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 methodology and 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.