ETF comparison

IFRA vs VIS

Both Industrials.

iShares U.S. Infrastructure ETF · Vanguard Industrials Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
15.7 %

53 positions appear in both funds. Buying equal dollars of IFRA and VIS would leave roughly 15.7% of each dollar exposed to the same underlying securities.

IFRA only 84.1% Shared 15.7% VIS only 83.9%
In IFRA only
109 positions
Shared
53 positions
In VIS only
333 positions

Side by side

IFRA

iShares U.S. Infrastructure ETF

iShares · Industrials

76 composite / 100
Expense ratio
0.30%
Net assets
$4.62B
TTM yield
1.58%
Top-10 conc.
32.6%
VIS

Vanguard Industrials Index Fund ETF Shares

Vanguard · Industrials

88 composite / 100
Expense ratio
0.090%
Net assets
$9.03B
TTM yield
0.89%
Top-10 conc.
30.2%

Sub-score comparison

70
Cost
91
82
Tax efficiency
84
85
Liquidity
98
68
Concentration
71
Tracking quality
IFRA sub-score VIS

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

VIS is 21 bps cheaper than IFRA. On a $100,000 position that's about $210/yr more in fees for IFRA.

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 VIS.

Top shared holdings

53 shared in total
# Holding In IFRA In VIS Overlap
1 CATERPILLAR INC. 4.20% 4.90% 4.20%
2 UNION PACIFIC CORPORATION 3.85% 1.89% 1.89%
3 QUANTA SERVICES, INC. 3.41% 1.18% 1.18%
4 CSX Corporation 3.20% 1.12% 1.12%
5 NORFOLK SOUTHERN CORPORATION 2.70% 0.99% 0.99%
6 UNITED RENTALS, INC. 1.92% 0.76% 0.76%
7 COMFORT SYSTEMS USA, INC. 2.01% 0.71% 0.71%
8 EMCOR GROUP, INC. 1.36% 0.46% 0.46%
9 ATI INC 0.83% 0.32% 0.32%
10 CARPENTER TECHNOLOGY CORPORATION 0.80% 0.28% 0.28%
11 MASTEC, INC. 0.81% 0.26% 0.26%
12 CARLISLE COMPANIES INCORPORATED 0.57% 0.24% 0.24%

Only in IFRA

109 total
  • NEXTERA ENERGY, INC. 4.12%
  • CRH PUBLIC LIMITED COMPANY 2.94%
  • THE SOUTHERN COMPANY 2.92%
  • DUKE ENERGY CORPORATION 2.75%
  • CONSTELLATION ENERGY CORPORATION. 2.53%
  • THE WILLIAMS COMPANIES, INC. 2.39%
  • AMERICAN ELECTRIC POWER COMPANY, INC. 1.91%
  • TC Energy Corporation 1.76%
  • KINDER MORGAN, INC. 1.76%
  • SEMPRA 1.72%

Only in VIS

333 total
  • General Electric Co 5.11%
  • RTX Corp 3.82%
  • GE Vernova Inc 3.35%
  • Boeing Co/The 2.50%
  • Deere & Co 2.28%
  • Honeywell International Inc 2.18%
  • Uber Technologies Inc 2.10%
  • Eaton Corp PLC 2.06%
  • Lockheed Martin Corp 1.95%
  • Parker-Hannifin Corp 1.80%

Open IFRA or VIS 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.