ETF comparison
AIRR vs XLI
Both Industrials.
First Trust RBA American Industrial RenaissanceTM ETF · State Street Industrial Select Sector SPDR ETF
Holdings overlap
4 positions appear in both funds. Buying equal dollars of AIRR and XLI would leave roughly 2.4% 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
XLI is 61 bps cheaper than AIRR. On a $100,000 position that's about $610/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 XLI.
Top shared holdings
4 shared in total| # | Holding | In AIRR | In XLI | Overlap |
|---|---|---|---|---|
| 1 | COMFORT SYSTEMS USA INC | 4.42% | 1.21% | 1.21% |
| 2 | EMCOR GROUP INC | 3.75% | 0.64% | 0.64% |
| 3 | CH ROBINSON WORLDWIDE INC | 4.08% | 0.39% | 0.39% |
| 4 | HUNTINGTON INGALLS INDUSTRIES INC | 2.44% | 0.19% | 0.19% |
Only in AIRR
48 total- STERLING INFRASTRUCTURE INC 6.00%
- ARGAN INC 4.73%
- MASTEC INC 4.18%
- OWENS CORNING 3.89%
- DYCOM INDUSTRIES INC 3.76%
- SAIA INC 3.53%
- BWX TECHNOLOGIES INC 2.97%
- POWELL INDUSTRIES INC 2.48%
- CLEAN HARBORS INC 2.44%
- F.N.B. CORP (PENNSYLVANIA) 2.43%
Only in XLI
77 total- Caterpillar Inc 8.51%
- General Electric Co 6.77%
- GE Vernova Inc 5.48%
- RTX Corp 4.43%
- Boeing Co/The 2.96%
- Eaton Corp PLC 2.87%
- Union Pacific Corp 2.80%
- Deere & Co 2.77%
- Uber Technologies Inc 2.55%
- Vertiv Holdings Co 2.23%
Related comparisons
More comparisons with AIRR
- 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%
- AIRR vs XAR · State Street SPDR S&P Aerospace & Defense ETF 11.4%
More comparisons with XLI
- XLI vs IGF · iShares Global Infrastructure ETF 0.0%
- XLI vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
- XLI vs XLK · State Street Technology Select Sector SPDR ETF 0.0%
- XLI vs FIDU · Fidelity MSCI Industrials Index ETF 77.8%
- XLI vs VIS · Vanguard Industrials Index Fund ETF Shares 74.0%
- XLI vs IYJ · iShares U.S. Industrials ETF 59.4%
Percentages are holdings overlap with the named fund.
Open AIRR or XLI 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.