ETF comparison
IYJvsPAVE
Both Industrials.
iShares U.S. Industrials ETF · Global X U.S. Infrastructure Development ETF
Holdings overlap
42 positions appear in both funds. Buying equal dollars of IYJ and PAVE would leave roughly22.7%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
IYJ is 10 bps cheaper than PAVE. On a $100,000 position that's about $100/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 thecost calculator pre-filled with IYJ vs PAVE.
Top shared holdings
42 shared in total| # | Holding | In IYJ | In PAVE | Overlap |
|---|---|---|---|---|
| 1 | EATON CORPORATION PUBLIC LIMITED COMPANY | 2.14% | 3.30% | 2.14% |
| 2 | UNION PACIFIC CORPORATION | 2.03% | 3.12% | 2.03% |
| 3 | DEERE & COMPANY | 1.82% | 2.86% | 1.82% |
| 4 | PARKER-HANNIFIN CORPORATION | 1.45% | 2.48% | 1.45% |
| 5 | TRANE TECHNOLOGIES PLC | 1.39% | 3.19% | 1.39% |
| 6 | QUANTA SERVICES, INC. | 1.35% | 4.18% | 1.35% |
| 7 | HOWMET AEROSPACE INC. | 1.23% | 3.27% | 1.23% |
| 8 | CSX Corporation | 1.08% | 3.48% | 1.08% |
| 9 | CRH PUBLIC LIMITED COMPANY | 1.00% | 2.41% | 1.00% |
| 10 | EMERSON ELECTRIC CO. | 1.00% | 2.64% | 1.00% |
| 11 | NORFOLK SOUTHERN CORPORATION | 0.90% | 2.90% | 0.90% |
| 12 | UNITED RENTALS, INC. | 0.77% | 2.87% | 0.77% |
Only in IYJ
154 total- VISA INC.7.01%
- CATERPILLAR INC.5.20%
- MASTERCARD INCORPORATED5.11%
- GENERAL ELECTRIC COMPANY3.81%
- GE VERNOVA INC.3.69%
- RTX CORPORATION2.97%
- AMERICAN EXPRESS COMPANY2.20%
- THE BOEING COMPANY2.18%
- HONEYWELL INTERNATIONAL INCORPORATION1.72%
- CAPITAL ONE FINANCIAL CORPORATION1.48%
Only in PAVE
59 total- NUCOR CORPORATION3.10%
- SEMPRA2.86%
- FASTENAL COMPANY2.71%
- STEEL DYNAMICS, INC.2.06%
- Amrize AG1.63%
- STERLING INFRASTRUCTURE, INC.1.43%
- CARPENTER TECHNOLOGY CORPORATION1.27%
- ALCOA CORPORATION1.09%
- RELIANCE, INC.1.08%
- RBC BEARINGS INCORPORATED0.98%
Open IYJ 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 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.