ETF comparison
FIDU vs PAVE
Both Industrials.
Fidelity MSCI Industrials Index ETF · Global X U.S. Infrastructure Development ETF
Holdings overlap
68 positions appear in both funds. Buying equal dollars of FIDU and PAVE would leave roughly 26.4% of each dollar exposed to the same underlying securities.
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 39 bps cheaper than PAVE. On a $100,000 position that's about $386/yr more in fees for PAVE.
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 PAVE.
Top shared holdings
68 shared in total| # | Holding | In FIDU | In PAVE | Overlap |
|---|---|---|---|---|
| 1 | Eaton Corp PLC | 2.40% | 3.16% | 2.40% |
| 2 | Union Pacific Corp | 2.29% | 3.22% | 2.29% |
| 3 | Deere & Co | 2.17% | 3.39% | 2.17% |
| 4 | Parker-Hannifin Corp | 1.64% | 3.01% | 1.64% |
| 5 | Trane Technologies PLC | 1.56% | 3.33% | 1.56% |
| 6 | Quanta Services Inc | 1.55% | 3.37% | 1.55% |
| 7 | Howmet Aerospace Inc | 1.33% | 3.39% | 1.33% |
| 8 | CSX Corp | 1.21% | 3.35% | 1.21% |
| 9 | Emerson Electric Co | 1.13% | 2.82% | 1.13% |
| 10 | Norfolk Southern Corp | 1.01% | 3.06% | 1.01% |
| 11 | United Rentals Inc | 0.87% | 2.47% | 0.87% |
| 12 | Fastenal Co | 0.74% | 2.89% | 0.74% |
Only in FIDU
292 total- Caterpillar Inc 5.96%
- General Electric Co 4.37%
- GE Vernova Inc 4.20%
- RTX Corp 3.38%
- Boeing Co/The 2.56%
- Uber Technologies Inc 2.11%
- Honeywell International Inc 1.95%
- Vertiv Holdings Co 1.71%
- Lockheed Martin Corp 1.54%
- Waste Management Inc 1.34%
Only in PAVE
33 total- SEMPRA 3.15%
- CRH PUBLIC LIMITED COMPANY 2.71%
- VULCAN MATERIALS COMPANY 2.26%
- MARTIN MARIETTA MATERIALS, INC. 2.25%
- NUCOR CORPORATION 2.24%
- Amrize AG 1.98%
- STEEL DYNAMICS, INC. 1.56%
- RELIANCE, INC. 0.91%
- ALCOA CORPORATION 0.89%
- TRIMBLE INC. 0.88%
Open FIDU 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 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.