ETF comparison
IYJ vs PAVE
Both Industrials.
iShares U.S. Industrials ETF · Global X U.S. Infrastructure Development ETF
Holdings overlap
46 positions appear in both funds. Buying equal dollars of IYJ and PAVE would leave roughly 22.0% 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
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 the cost calculator pre-filled with IYJ vs PAVE.
Top shared holdings
46 shared in total| # | Holding | In IYJ | In PAVE | Overlap |
|---|---|---|---|---|
| 1 | UNION PACIFIC CORPORATION | 2.07% | 3.12% | 2.07% |
| 2 | EATON CORPORATION PUBLIC LIMITED COMPANY | 1.93% | 3.30% | 1.93% |
| 3 | DEERE & COMPANY | 1.75% | 2.86% | 1.75% |
| 4 | PARKER-HANNIFIN CORPORATION | 1.47% | 2.48% | 1.47% |
| 5 | HOWMET AEROSPACE INC. | 1.34% | 3.27% | 1.34% |
| 6 | TRANE TECHNOLOGIES PUBLIC LIMITED COMPANY | 1.20% | 3.19% | 1.20% |
| 7 | QUANTA SERVICES, INC. | 1.19% | 4.18% | 1.19% |
| 8 | CSX Corporation | 1.12% | 3.48% | 1.12% |
| 9 | EMERSON ELECTRIC CO. | 1.01% | 2.64% | 1.01% |
| 10 | NORFOLK SOUTHERN CORPORATION | 0.90% | 2.90% | 0.90% |
| 11 | UNITED RENTALS, INC. | 0.81% | 2.87% | 0.81% |
| 12 | CRH PUBLIC LIMITED COMPANY | 0.76% | 2.41% | 0.76% |
Only in IYJ
165 total- VISA INC. 7.23%
- MASTERCARD INCORPORATED 5.54%
- GENERAL ELECTRIC COMPANY 4.45%
- CATERPILLAR INC. 4.43%
- RTX CORPORATION 3.47%
- GE VERNOVA INC. 3.19%
- AMERICAN EXPRESS COMPANY 2.14%
- THE BOEING COMPANY 1.96%
- CAPITAL ONE FINANCIAL CORPORATION 1.56%
- LOCKHEED MARTIN CORPORATION 1.42%
Only in PAVE
55 total- NUCOR CORPORATION 3.10%
- SEMPRA 2.86%
- FASTENAL COMPANY 2.71%
- STEEL DYNAMICS, INC. 2.06%
- Amrize AG 1.63%
- CARPENTER TECHNOLOGY CORPORATION 1.27%
- ALCOA CORPORATION 1.09%
- RELIANCE, INC. 1.08%
- RBC BEARINGS INCORPORATED 0.98%
- MUELLER INDUSTRIES, INC. 0.77%
Related comparisons
More comparisons with IYJ
- IYJ vs ITA · iShares U.S. Aerospace & Defense ETF 19.5%
- IYJ vs XAR · State Street SPDR S&P Aerospace & Defense ETF 17.1%
- IYJ vs IFRA · iShares U.S. Infrastructure ETF 15.9%
- IYJ vs SHLD · Global X Defense Tech ETF 8.1%
- IYJ vs AIRR · First Trust RBA American Industrial RenaissanceTM ETF 4.0%
- IYJ vs JETS · U.S. Global Jets ETF 3.0%
More comparisons with PAVE
- PAVE vs AIRR · First Trust RBA American Industrial RenaissanceTM ETF 13.8%
- PAVE vs PPA · Invesco Aerospace & Defense ETF 11.6%
- PAVE vs ITA · iShares U.S. Aerospace & Defense ETF 7.0%
- PAVE vs XAR · State Street SPDR S&P Aerospace & Defense ETF 6.5%
- PAVE vs IGF · iShares Global Infrastructure ETF 1.6%
- PAVE vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.2%
Percentages are holdings overlap with the named fund.
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 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.