ETF comparison
IFRA vs PAVE
Both Industrials.
iShares U.S. Infrastructure ETF · Global X U.S. Infrastructure Development ETF
Holdings overlap
53 positions appear in both funds. Buying equal dollars of IFRA and PAVE would leave roughly 38.2% 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 17 bps cheaper than PAVE. On a $100,000 position that's about $170/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 IFRA vs PAVE.
Top shared holdings
53 shared in total| # | Holding | In IFRA | In PAVE | Overlap |
|---|---|---|---|---|
| 1 | QUANTA SERVICES, INC. | 3.77% | 4.18% | 3.77% |
| 2 | UNION PACIFIC CORPORATION | 3.87% | 3.12% | 3.12% |
| 3 | CSX Corporation | 3.10% | 3.48% | 3.10% |
| 4 | UNITED RENTALS, INC. | 2.48% | 2.87% | 2.48% |
| 5 | NORFOLK SOUTHERN CORPORATION | 2.48% | 2.90% | 2.48% |
| 6 | CRH PUBLIC LIMITED COMPANY | 2.51% | 2.41% | 2.41% |
| 7 | NUCOR CORPORATION | 1.77% | 3.10% | 1.77% |
| 8 | SEMPRA | 1.64% | 2.86% | 1.64% |
| 9 | VULCAN MATERIALS COMPANY | 1.34% | 2.03% | 1.34% |
| 10 | EMCOR GROUP, INC. | 1.29% | 2.01% | 1.29% |
| 11 | MARTIN MARIETTA MATERIALS, INC. | 1.21% | 1.90% | 1.21% |
| 12 | STEEL DYNAMICS, INC. | 1.09% | 2.06% | 1.09% |
Only in IFRA
108 total- CATERPILLAR INC. 4.57%
- NEXTERA ENERGY, INC. 3.97%
- THE SOUTHERN COMPANY 2.92%
- DUKE ENERGY CORPORATION 2.67%
- THE WILLIAMS COMPANIES, INC. 2.45%
- COMFORT SYSTEMS USA, INC. 2.42%
- CONSTELLATION ENERGY CORPORATION. 2.27%
- AMERICAN ELECTRIC POWER COMPANY, INC. 2.01%
- TC Energy Corporation 1.79%
- KINDER MORGAN, INC. 1.68%
Only in PAVE
48 total- EATON CORPORATION PUBLIC LIMITED COMPANY 3.30%
- HOWMET AEROSPACE INC. 3.27%
- TRANE TECHNOLOGIES PLC 3.19%
- ROCKWELL AUTOMATION, INC. 2.92%
- DEERE & COMPANY 2.86%
- FASTENAL COMPANY 2.71%
- EMERSON ELECTRIC CO. 2.64%
- PARKER-HANNIFIN CORPORATION 2.48%
- HUBBELL INCORPORATED 1.36%
- WOODWARD, INC. 1.14%
Related comparisons
More comparisons with IFRA
- IFRA vs IGF · iShares Global Infrastructure ETF 32.1%
- IFRA vs FIDU · Fidelity MSCI Industrials Index ETF 17.6%
- IFRA vs VIS · Vanguard Industrials Index Fund ETF Shares 17.0%
- IFRA vs IYJ · iShares U.S. Industrials ETF 15.9%
- IFRA vs XLI · State Street Industrial Select Sector SPDR ETF 15.5%
- IFRA vs AIRR · First Trust RBA American Industrial RenaissanceTM ETF 9.2%
More comparisons with PAVE
- PAVE vs FIDU · Fidelity MSCI Industrials Index ETF 26.6%
- PAVE vs XLI · State Street Industrial Select Sector SPDR ETF 25.9%
- PAVE vs VIS · Vanguard Industrials Index Fund ETF Shares 25.3%
- PAVE vs IYJ · iShares U.S. Industrials ETF 22.0%
- PAVE vs AIRR · First Trust RBA American Industrial RenaissanceTM ETF 13.8%
- PAVE vs PPA · Invesco Aerospace & Defense ETF 11.6%
Percentages are holdings overlap with the named fund.
Open IFRA 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.