ETF comparison
FIDUvsIFRA
Both Industrials.
Fidelity MSCI Industrials Index ETF · iShares U.S. Infrastructure ETF
Holdings overlap
48 positions appear in both funds. Buying equal dollars of FIDU and IFRA would leave roughly17.6%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
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 thecost calculator pre-filled with FIDU vs IFRA.
Top shared holdings
48 shared in total| # | Holding | In FIDU | In IFRA | Overlap |
|---|---|---|---|---|
| 1 | Caterpillar Inc | 5.96% | 4.57% | 4.57% |
| 2 | Union Pacific Corp | 2.29% | 3.87% | 2.29% |
| 3 | Quanta Services Inc | 1.55% | 3.77% | 1.55% |
| 4 | CSX Corp | 1.21% | 3.10% | 1.21% |
| 5 | Norfolk Southern Corp | 1.01% | 2.48% | 1.01% |
| 6 | Comfort Systems USA Inc | 0.93% | 2.42% | 0.93% |
| 7 | United Rentals Inc | 0.87% | 2.48% | 0.87% |
| 8 | EMCOR Group Inc | 0.57% | 1.29% | 0.57% |
| 9 | MasTec Inc | 0.35% | 0.90% | 0.35% |
| 10 | Carpenter Technology Corp | 0.31% | 1.05% | 0.31% |
| 11 | ATI Inc | 0.30% | 0.94% | 0.30% |
| 12 | API Group Corp | 0.24% | 0.57% | 0.24% |
Only in FIDU
312 total- General Electric Co4.37%
- GE Vernova Inc4.20%
- RTX Corp3.38%
- Boeing Co/The2.56%
- Eaton Corp PLC2.40%
- Deere & Co2.17%
- Uber Technologies Inc2.11%
- Honeywell International Inc1.95%
- Vertiv Holdings Co1.71%
- Parker-Hannifin Corp1.64%
Only in IFRA
113 total- NEXTERA ENERGY, INC.3.97%
- THE SOUTHERN COMPANY2.92%
- DUKE ENERGY CORPORATION2.67%
- CRH PUBLIC LIMITED COMPANY2.51%
- THE WILLIAMS COMPANIES, INC.2.45%
- CONSTELLATION ENERGY CORPORATION.2.27%
- AMERICAN ELECTRIC POWER COMPANY, INC.2.01%
- TC Energy Corporation1.79%
- NUCOR CORPORATION1.77%
- KINDER MORGAN, INC.1.68%
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 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.