ETF comparison
AIRR vs XAR
Both Industrials.
First Trust RBA American Industrial RenaissanceTM ETF · State Street SPDR S&P Aerospace & Defense ETF
Holdings overlap
6 positions appear in both funds. Buying equal dollars of AIRR and XAR would leave roughly 11.4% 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
XAR is 34 bps cheaper than AIRR. On a $100,000 position that's about $340/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 XAR.
Top shared holdings
6 shared in total| # | Holding | In AIRR | In XAR | Overlap |
|---|---|---|---|---|
| 1 | BWX TECHNOLOGIES INC | 2.97% | 2.74% | 2.74% |
| 2 | HUNTINGTON INGALLS INDUSTRIES INC | 2.44% | 2.49% | 2.44% |
| 3 | KRATOS DEFENSE & SECURITY SOLUTIONS INC | 2.43% | 2.34% | 2.34% |
| 4 | KARMAN HOLDINGS INC | 1.88% | 2.80% | 1.88% |
| 5 | MERCURY SYSTEMS INC | 1.24% | 2.25% | 1.24% |
| 6 | LEONARDO DRS INC | 0.77% | 1.98% | 0.77% |
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 XAR
42 total- VSE Corp 3.40%
- Axon Enterprise Inc 3.22%
- StandardAero Inc 3.11%
- FTAI Aviation Ltd 3.08%
- Carpenter Technology Corp 3.04%
- General Electric Co 3.02%
- Woodward Inc 2.98%
- HEICO Corp 2.86%
- Moog Inc 2.86%
- TransDigm Group Inc 2.83%
Related comparisons
More comparisons with AIRR
- AIRR vs IFRA · iShares U.S. Infrastructure ETF 9.2%
- 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%
More comparisons with XAR
- XAR vs PAVE · Global X U.S. Infrastructure Development ETF 6.5%
- XAR vs JETS · U.S. Global Jets ETF 5.1%
- XAR vs IFRA · iShares U.S. Infrastructure ETF 2.0%
- XAR vs IGF · iShares Global Infrastructure ETF 0.0%
- XAR vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
- XAR vs XLK · State Street Technology Select Sector SPDR ETF 0.0%
Percentages are holdings overlap with the named fund.
Open AIRR or XAR 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.