ETF comparison
FIDU vs IFRA
Both Industrials.
Fidelity MSCI Industrials Index ETF · iShares U.S. Infrastructure ETF
Holdings overlap
47 positions appear in both funds. Buying equal dollars of FIDU and IFRA would leave roughly 17.6% 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
FIDU is 22 bps cheaper than IFRA. On a $100,000 position that's about $216/yr more in fees for IFRA.
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 FIDU vs IFRA.
Top shared holdings
47 shared in total| # | Holding | In FIDU | In IFRA | Overlap |
|---|---|---|---|---|
| 1 | Caterpillar Inc | 5.40% | 4.57% | 4.57% |
| 2 | Union Pacific Corp | 2.47% | 3.87% | 2.47% |
| 3 | Quanta Services Inc | 1.43% | 3.77% | 1.43% |
| 4 | CSX Corp | 1.33% | 3.10% | 1.33% |
| 5 | Norfolk Southern Corp | 1.07% | 2.48% | 1.07% |
| 6 | United Rentals Inc | 0.97% | 2.48% | 0.97% |
| 7 | Comfort Systems USA Inc | 0.87% | 2.42% | 0.87% |
| 8 | EMCOR Group Inc | 0.51% | 1.29% | 0.51% |
| 9 | ATI Inc | 0.36% | 0.94% | 0.36% |
| 10 | Carpenter Technology Corp | 0.35% | 1.05% | 0.35% |
| 11 | Sterling Infrastructure Inc | 0.25% | 0.88% | 0.25% |
| 12 | MasTec Inc | 0.23% | 0.90% | 0.23% |
Only in FIDU
314 total- General Electric Co 5.35%
- RTX Corp 4.12%
- GE Vernova Inc 3.80%
- Boeing Co/The 2.30%
- Eaton Corp PLC 2.29%
- Deere & Co 2.05%
- Uber Technologies Inc 1.78%
- Parker-Hannifin Corp 1.75%
- Lockheed Martin Corp 1.72%
- Howmet Aerospace Inc 1.61%
Only in IFRA
114 total- NEXTERA ENERGY, INC. 3.97%
- THE SOUTHERN COMPANY 2.92%
- DUKE ENERGY CORPORATION 2.67%
- CRH PUBLIC LIMITED COMPANY 2.51%
- THE WILLIAMS COMPANIES, INC. 2.45%
- CONSTELLATION ENERGY CORPORATION. 2.27%
- AMERICAN ELECTRIC POWER COMPANY, INC. 2.01%
- TC Energy Corporation 1.79%
- NUCOR CORPORATION 1.77%
- KINDER MORGAN, INC. 1.68%
Related comparisons
More comparisons with FIDU
- FIDU vs SHLD · Global X Defense Tech ETF 10.1%
- FIDU vs AIRR · First Trust RBA American Industrial RenaissanceTM ETF 6.4%
- FIDU vs JETS · U.S. Global Jets ETF 3.6%
- FIDU vs IGF · iShares Global Infrastructure ETF 0.0%
- FIDU vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
- FIDU vs XLK · State Street Technology Select Sector SPDR ETF 0.0%
More comparisons with IFRA
- IFRA vs VIS · Vanguard Industrials Index Fund ETF Shares 17.0%
- IFRA vs IYJ · iShares U.S. Industrials ETF 15.9%
- IFRA vs XLI · State Street Industrial Select Sector SPDR ETF 15.5%
- IFRA vs AIRR · First Trust RBA American Industrial RenaissanceTM ETF 9.2%
- IFRA vs PPA · Invesco Aerospace & Defense ETF 2.3%
- IFRA vs ITA · iShares U.S. Aerospace & Defense ETF 2.0%
Percentages are holdings overlap with the named fund.
Open FIDU or IFRA 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.