ETF comparison
IFRAvsIYJ
Both Industrials.
iShares U.S. Infrastructure ETF · iShares U.S. Industrials ETF
Holdings overlap
30 positions appear in both funds. Buying equal dollars of IFRA and IYJ would leave roughly16.5%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
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 thecost calculator pre-filled with IFRA vs IYJ.
Top shared holdings
30 shared in total| # | Holding | In IFRA | In IYJ | Overlap |
|---|---|---|---|---|
| 1 | CATERPILLAR INC. | 4.57% | 5.20% | 4.57% |
| 2 | UNION PACIFIC CORPORATION | 3.87% | 2.03% | 2.03% |
| 3 | QUANTA SERVICES, INC. | 3.77% | 1.35% | 1.35% |
| 4 | CSX Corporation | 3.10% | 1.08% | 1.08% |
| 5 | CRH PUBLIC LIMITED COMPANY | 2.51% | 1.00% | 1.00% |
| 6 | NORFOLK SOUTHERN CORPORATION | 2.48% | 0.90% | 0.90% |
| 7 | COMFORT SYSTEMS USA, INC. | 2.42% | 0.81% | 0.81% |
| 8 | UNITED RENTALS, INC. | 2.48% | 0.77% | 0.77% |
| 9 | VULCAN MATERIALS COMPANY | 1.34% | 0.50% | 0.50% |
| 10 | EMCOR GROUP, INC. | 1.29% | 0.50% | 0.50% |
| 11 | MARTIN MARIETTA MATERIALS, INC. | 1.21% | 0.47% | 0.47% |
| 12 | MASTEC, INC. | 0.90% | 0.31% | 0.31% |
Only in IFRA
131 total- NEXTERA ENERGY, INC.3.97%
- THE SOUTHERN COMPANY2.92%
- DUKE ENERGY CORPORATION2.67%
- 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%
- SEMPRA1.64%
Only in IYJ
166 total- VISA INC.7.01%
- MASTERCARD INCORPORATED5.11%
- GENERAL ELECTRIC COMPANY3.81%
- GE VERNOVA INC.3.69%
- RTX CORPORATION2.97%
- AMERICAN EXPRESS COMPANY2.20%
- THE BOEING COMPANY2.18%
- EATON CORPORATION PUBLIC LIMITED COMPANY2.14%
- DEERE & COMPANY1.82%
- HONEYWELL INTERNATIONAL INCORPORATION1.72%
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 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.