ETF comparison
AIRRvsPAVE
Both Industrials.
First Trust RBA American Industrial RenaissanceTM ETF · Global X U.S. Infrastructure Development ETF
Holdings overlap
22 positions appear in both funds. Buying equal dollars of AIRR and PAVE would leave roughly13.8%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
PAVE is 22 bps cheaper than AIRR. On a $100,000 position that's about $220/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 PAVE.
Top shared holdings
22 shared in total| # | Holding | In AIRR | In PAVE | Overlap |
|---|---|---|---|---|
| 1 | EMCOR GROUP INC | 3.75% | 2.01% | 2.01% |
| 2 | MASTEC INC | 4.18% | 1.62% | 1.62% |
| 3 | STERLING INFRASTRUCTURE INC | 6.00% | 1.43% | 1.43% |
| 4 | RBC BEARINGS INC | 1.85% | 0.98% | 0.98% |
| 5 | DYCOM INDUSTRIES INC | 3.76% | 0.80% | 0.80% |
| 6 | MUELLER INDUSTRIES INC | 1.37% | 0.77% | 0.77% |
| 7 | ADVANCED DRAINAGE SYSTEMS INC | 2.29% | 0.59% | 0.59% |
| 8 | SPX TECHNOLOGIES INC | 1.68% | 0.58% | 0.58% |
| 9 | POWELL INDUSTRIES INC | 2.48% | 0.56% | 0.56% |
| 10 | ARGAN INC | 4.73% | 0.50% | 0.50% |
| 11 | LEGENCE CORP | 1.19% | 0.47% | 0.47% |
| 12 | EVERUS CONSTRUCTION GROUP INC | 1.17% | 0.44% | 0.44% |
Only in AIRR
30 total- COMFORT SYSTEMS USA INC4.42%
- CH ROBINSON WORLDWIDE INC4.08%
- OWENS CORNING3.89%
- SAIA INC3.53%
- BWX TECHNOLOGIES INC2.97%
- HUNTINGTON INGALLS INDUSTRIES INC2.44%
- CLEAN HARBORS INC2.44%
- F.N.B. CORP (PENNSYLVANIA)2.43%
- KRATOS DEFENSE & SECURITY SOLUTIONS INC2.43%
- CORE & MAIN INC2.06%
Only in PAVE
79 total- QUANTA SERVICES, INC.4.18%
- CSX Corporation3.48%
- EATON CORPORATION PUBLIC LIMITED COMPANY3.30%
- HOWMET AEROSPACE INC.3.27%
- TRANE TECHNOLOGIES PLC3.19%
- UNION PACIFIC CORPORATION3.12%
- NUCOR CORPORATION3.10%
- ROCKWELL AUTOMATION, INC.2.92%
- NORFOLK SOUTHERN CORPORATION2.90%
- UNITED RENTALS, INC.2.87%
Open AIRR or PAVE 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.