ETF comparison
IFRA vs IYJ
Both Industrials.
iShares U.S. Infrastructure ETF · iShares U.S. Industrials ETF
Holdings overlap
33 positions appear in both funds. Buying equal dollars of IFRA and IYJ would leave roughly 15.9% 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 IYJ. On a $100,000 position that's about $70/yr more in fees for IYJ.
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 IYJ.
Top shared holdings
33 shared in total| # | Holding | In IFRA | In IYJ | Overlap |
|---|---|---|---|---|
| 1 | CATERPILLAR INC. | 4.57% | 4.43% | 4.43% |
| 2 | UNION PACIFIC CORPORATION | 3.87% | 2.07% | 2.07% |
| 3 | QUANTA SERVICES, INC. | 3.77% | 1.19% | 1.19% |
| 4 | CSX Corporation | 3.10% | 1.12% | 1.12% |
| 5 | NORFOLK SOUTHERN CORPORATION | 2.48% | 0.90% | 0.90% |
| 6 | UNITED RENTALS, INC. | 2.48% | 0.81% | 0.81% |
| 7 | CRH PUBLIC LIMITED COMPANY | 2.51% | 0.76% | 0.76% |
| 8 | COMFORT SYSTEMS USA, INC. | 2.42% | 0.72% | 0.72% |
| 9 | EMCOR GROUP, INC. | 1.29% | 0.42% | 0.42% |
| 10 | VULCAN MATERIALS COMPANY | 1.34% | 0.42% | 0.42% |
| 11 | MARTIN MARIETTA MATERIALS, INC. | 1.21% | 0.38% | 0.38% |
| 12 | ATI INC | 0.94% | 0.30% | 0.30% |
Only in IFRA
128 total- NEXTERA ENERGY, INC. 3.97%
- THE SOUTHERN COMPANY 2.92%
- DUKE ENERGY CORPORATION 2.67%
- 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%
- SEMPRA 1.64%
Only in IYJ
178 total- VISA INC. 7.23%
- MASTERCARD INCORPORATED 5.54%
- GENERAL ELECTRIC COMPANY 4.45%
- RTX CORPORATION 3.47%
- GE VERNOVA INC. 3.19%
- AMERICAN EXPRESS COMPANY 2.14%
- THE BOEING COMPANY 1.96%
- EATON CORPORATION PUBLIC LIMITED COMPANY 1.93%
- DEERE & COMPANY 1.75%
- CAPITAL ONE FINANCIAL CORPORATION 1.56%
Related comparisons
More comparisons with IFRA
- 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%
- IFRA vs XAR · State Street SPDR S&P Aerospace & Defense ETF 2.0%
- IFRA vs JETS · U.S. Global Jets ETF 0.0%
More comparisons with IYJ
- IYJ vs SHLD · Global X Defense Tech ETF 8.1%
- IYJ vs AIRR · First Trust RBA American Industrial RenaissanceTM ETF 4.0%
- IYJ vs JETS · U.S. Global Jets ETF 3.0%
- IYJ vs VGT · Vanguard Information Technology Index Fund ETF Shares 1.9%
- IYJ vs XLK · State Street Technology Select Sector SPDR ETF 1.2%
- IYJ vs IGF · iShares Global Infrastructure ETF 0.0%
Percentages are holdings overlap with the named fund.
Open IFRA or IYJ 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.