ETF comparison
AIRR vs IYJ
Both Industrials.
First Trust RBA American Industrial RenaissanceTM ETF · iShares U.S. Industrials ETF
Holdings overlap
27 positions appear in both funds. Buying equal dollars of AIRR and IYJ would leave roughly 4.0% 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
IYJ 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 IYJ.
Top shared holdings
27 shared in total| # | Holding | In AIRR | In IYJ | Overlap |
|---|---|---|---|---|
| 1 | COMFORT SYSTEMS USA INC | 4.42% | 0.72% | 0.72% |
| 2 | EMCOR GROUP INC | 3.75% | 0.42% | 0.42% |
| 3 | STERLING INFRASTRUCTURE INC | 6.00% | 0.21% | 0.21% |
| 4 | CH ROBINSON WORLDWIDE INC | 4.08% | 0.21% | 0.21% |
| 5 | MASTEC INC | 4.18% | 0.19% | 0.19% |
| 6 | BWX TECHNOLOGIES INC | 2.97% | 0.18% | 0.18% |
| 7 | HUNTINGTON INGALLS INDUSTRIES INC | 2.44% | 0.15% | 0.15% |
| 8 | APPLIED INDUSTRIAL TECHNOLOGIES INC | 1.80% | 0.15% | 0.15% |
| 9 | DYCOM INDUSTRIES INC | 3.76% | 0.14% | 0.14% |
| 10 | OWENS CORNING | 3.89% | 0.13% | 0.13% |
| 11 | SPX TECHNOLOGIES INC | 1.68% | 0.13% | 0.13% |
| 12 | ADVANCED DRAINAGE SYSTEMS INC | 2.29% | 0.12% | 0.12% |
Only in AIRR
25 total- ARGAN INC 4.73%
- CLEAN HARBORS INC 2.44%
- F.N.B. CORP (PENNSYLVANIA) 2.43%
- RBC BEARINGS INC 1.85%
- GRANITE CONSTRUCTION INC 1.66%
- HERC HOLDINGS INC 1.58%
- OLD NATIONAL BANCORP 1.41%
- MUELLER INDUSTRIES INC 1.37%
- XOMETRY INC 1.32%
- WINTRUST FINANCIAL CORP 1.30%
Only in IYJ
184 total- VISA INC. 7.23%
- MASTERCARD INCORPORATED 5.54%
- GENERAL ELECTRIC COMPANY 4.45%
- CATERPILLAR INC. 4.43%
- RTX CORPORATION 3.47%
- GE VERNOVA INC. 3.19%
- AMERICAN EXPRESS COMPANY 2.14%
- UNION PACIFIC CORPORATION 2.07%
- THE BOEING COMPANY 1.96%
- EATON CORPORATION PUBLIC LIMITED COMPANY 1.93%
Related comparisons
More comparisons with AIRR
- AIRR vs ITA · iShares U.S. Aerospace & Defense ETF 3.7%
- 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%
More comparisons with IYJ
- IYJ vs JETS · U.S. Global Jets ETF 3.0%
- IYJ vs VGT · Vanguard Information Technology Index Fund ETF Shares 1.9%
- IYJ vs XLK · State Street Technology Select Sector SPDR ETF 1.2%
- IYJ vs IGF · iShares Global Infrastructure ETF 0.0%
- IYJ vs FIDU · Fidelity MSCI Industrials Index ETF 70.7%
- IYJ vs VIS · Vanguard Industrials Index Fund ETF Shares 68.0%
Percentages are holdings overlap with the named fund.
Open AIRR or IYJ 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.