ETF comparison
IFRA vs XLI
Both Industrials.
iShares U.S. Infrastructure ETF · State Street Industrial Select Sector SPDR ETF
Holdings overlap
10 positions appear in both funds. Buying equal dollars of IFRA and XLI would leave roughly 15.5% 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
XLI is 22 bps cheaper than IFRA. On a $100,000 position that's about $220/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 XLI.
Top shared holdings
10 shared in total| # | Holding | In IFRA | In XLI | Overlap |
|---|---|---|---|---|
| 1 | CATERPILLAR INC. | 4.57% | 8.51% | 4.57% |
| 2 | UNION PACIFIC CORPORATION | 3.87% | 2.80% | 2.80% |
| 3 | QUANTA SERVICES, INC. | 3.77% | 1.88% | 1.88% |
| 4 | CSX Corporation | 3.10% | 1.53% | 1.53% |
| 5 | UNITED RENTALS, INC. | 2.48% | 1.23% | 1.23% |
| 6 | NORFOLK SOUTHERN CORPORATION | 2.48% | 1.23% | 1.23% |
| 7 | COMFORT SYSTEMS USA, INC. | 2.42% | 1.21% | 1.21% |
| 8 | EMCOR GROUP, INC. | 1.29% | 0.64% | 0.64% |
| 9 | JACOBS SOLUTIONS INC. | 0.52% | 0.26% | 0.26% |
| 10 | BUILDERS FIRSTSOURCE, INC. | 0.33% | 0.17% | 0.17% |
Only in IFRA
151 total- NEXTERA ENERGY, INC. 3.97%
- THE SOUTHERN COMPANY 2.92%
- DUKE ENERGY CORPORATION 2.67%
- CRH PUBLIC LIMITED COMPANY 2.51%
- 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%
Only in XLI
71 total- General Electric Co 6.77%
- GE Vernova Inc 5.48%
- RTX Corp 4.43%
- Boeing Co/The 2.96%
- Eaton Corp PLC 2.87%
- Deere & Co 2.77%
- Uber Technologies Inc 2.55%
- Vertiv Holdings Co 2.23%
- Parker-Hannifin Corp 2.14%
- Trane Technologies PLC 1.88%
Related comparisons
More comparisons with IFRA
- 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%
- IFRA vs SHLD · Global X Defense Tech ETF 0.0%
More comparisons with XLI
- XLI vs SHLD · Global X Defense Tech ETF 10.3%
- XLI vs JETS · U.S. Global Jets ETF 5.8%
- XLI vs AIRR · First Trust RBA American Industrial RenaissanceTM ETF 2.4%
- XLI vs IGF · iShares Global Infrastructure ETF 0.0%
- XLI vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
- XLI vs XLK · State Street Technology Select Sector SPDR ETF 0.0%
Percentages are holdings overlap with the named fund.
Open IFRA or XLI 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.