ETF comparison
AIRR vs ITA
Both Industrials.
First Trust RBA American Industrial RenaissanceTM ETF · iShares U.S. Aerospace & Defense ETF
Holdings overlap
6 positions appear in both funds. Buying equal dollars of AIRR and ITA would leave roughly 3.7% 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
ITA is 32 bps cheaper than AIRR. On a $100,000 position that's about $320/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 ITA.
Top shared holdings
6 shared in total| # | Holding | In AIRR | In ITA | Overlap |
|---|---|---|---|---|
| 1 | BWX TECHNOLOGIES INC | 2.97% | 1.25% | 1.25% |
| 2 | HUNTINGTON INGALLS INDUSTRIES INC | 2.44% | 0.77% | 0.77% |
| 3 | KRATOS DEFENSE & SECURITY SOLUTIONS INC | 2.43% | 0.66% | 0.66% |
| 4 | MERCURY SYSTEMS INC | 1.24% | 0.45% | 0.45% |
| 5 | KARMAN HOLDINGS INC | 1.88% | 0.32% | 0.32% |
| 6 | LEONARDO DRS INC | 0.77% | 0.23% | 0.23% |
Only in AIRR
46 total- STERLING INFRASTRUCTURE INC 6.00%
- ARGAN INC 4.73%
- COMFORT SYSTEMS USA INC 4.42%
- MASTEC INC 4.18%
- CH ROBINSON WORLDWIDE INC 4.08%
- OWENS CORNING 3.89%
- DYCOM INDUSTRIES INC 3.76%
- EMCOR GROUP INC 3.75%
- SAIA INC 3.53%
- POWELL INDUSTRIES INC 2.48%
Only in ITA
43 total- GENERAL ELECTRIC COMPANY 22.61%
- RTX CORPORATION 14.82%
- THE BOEING COMPANY 8.90%
- TRANSDIGM GROUP INCORPORATED 4.59%
- HOWMET AEROSPACE INC. 4.50%
- GENERAL DYNAMICS CORPORATION 4.33%
- LOCKHEED MARTIN CORPORATION 4.05%
- Northrop Grumman Corporation 3.92%
- L3HARRIS TECHNOLOGIES, INC. 3.80%
- ROCKET LAB CORPORATION 3.63%
Related comparisons
More comparisons with AIRR
- AIRR vs XLI · State Street Industrial Select Sector SPDR ETF 2.4%
- AIRR vs IGF · iShares Global Infrastructure ETF 0.0%
- AIRR vs JETS · U.S. Global Jets ETF 0.0%
- AIRR vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
- AIRR vs XLK · State Street Technology Select Sector SPDR ETF 0.0%
- AIRR vs PAVE · Global X U.S. Infrastructure Development ETF 13.8%
More comparisons with ITA
- ITA vs IFRA · iShares U.S. Infrastructure ETF 2.0%
- ITA vs IGF · iShares Global Infrastructure ETF 0.0%
- ITA vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
- ITA vs XLK · State Street Technology Select Sector SPDR ETF 0.0%
- ITA vs PPA · Invesco Aerospace & Defense ETF 65.5%
- ITA vs XAR · State Street SPDR S&P Aerospace & Defense ETF 49.9%
Percentages are holdings overlap with the named fund.
Open AIRR or ITA 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.