ETF comparison
IFRA vs ITA
Both Industrials.
iShares U.S. Infrastructure ETF · iShares U.S. Aerospace & Defense ETF
Holdings overlap
2 positions appear in both funds. Buying equal dollars of IFRA and ITA would leave roughly 2.0% 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
IFRA is 7 bps cheaper than ITA. On a $100,000 position that's about $70/yr more in fees for ITA.
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 IFRA vs ITA.
Top shared holdings
2 shared in total| # | Holding | In IFRA | In ITA | Overlap |
|---|---|---|---|---|
| 1 | CARPENTER TECHNOLOGY CORPORATION | 1.05% | 2.15% | 1.05% |
| 2 | ATI INC | 0.94% | 1.89% | 0.94% |
Only in IFRA
159 total- CATERPILLAR INC. 4.57%
- NEXTERA ENERGY, INC. 3.97%
- UNION PACIFIC CORPORATION 3.87%
- QUANTA SERVICES, INC. 3.77%
- CSX Corporation 3.10%
- THE SOUTHERN COMPANY 2.92%
- DUKE ENERGY CORPORATION 2.67%
- CRH PUBLIC LIMITED COMPANY 2.51%
- UNITED RENTALS, INC. 2.48%
- NORFOLK SOUTHERN CORPORATION 2.48%
Only in ITA
47 total- GENERAL ELECTRIC COMPANY 22.61%
- RTX CORPORATION 14.82%
- THE BOEING COMPANY 8.90%
- TRANSDIGM GROUP INCORPORATED 4.59%
- HOWMET AEROSPACE INC. 4.50%
- GENERAL DYNAMICS CORPORATION 4.33%
- LOCKHEED MARTIN CORPORATION 4.05%
- Northrop Grumman Corporation 3.92%
- L3HARRIS TECHNOLOGIES, INC. 3.80%
- ROCKET LAB CORPORATION 3.63%
Related comparisons
More comparisons with IFRA
- IFRA vs XAR · State Street SPDR S&P Aerospace & Defense ETF 2.0%
- IFRA vs JETS · U.S. Global Jets ETF 0.0%
- IFRA vs SHLD · Global X Defense Tech ETF 0.0%
- IFRA vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
- IFRA vs XLK · State Street Technology Select Sector SPDR ETF 0.0%
- IFRA vs PAVE · Global X U.S. Infrastructure Development ETF 38.2%
More comparisons with ITA
- ITA vs IGF · iShares Global Infrastructure ETF 0.0%
- ITA vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
- ITA vs XLK · State Street Technology Select Sector SPDR ETF 0.0%
- ITA vs PPA · Invesco Aerospace & Defense ETF 65.5%
- ITA vs XAR · State Street SPDR S&P Aerospace & Defense ETF 49.9%
- ITA vs SHLD · Global X Defense Tech ETF 28.7%
Percentages are holdings overlap with the named fund.
Open IFRA or ITA 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.