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ETF comparison

AIRR vs FIDU

Both Industrials.

First Trust RBA American Industrial RenaissanceTM ETF · Fidelity MSCI Industrials Index ETF

Holdings overlap

Weighted by ISIN/CUSIP
6.8 %

46 positions appear in both funds. Buying equal dollars of AIRR and FIDU would leave roughly 6.8% of each dollar exposed to the same underlying securities.

AIRR only 93.2% Shared 6.8% FIDU only 93.1%
In AIRR only
7 positions
Shared
46 positions
In FIDU only
314 positions

Side by side

AIRR

First Trust RBA American Industrial RenaissanceTM ETF

First Trust · Industrials

64 composite / 100
Expense ratio
0.69%
Net assets
$11.49B
TTM yield
0.09%
Top-10 conc.
37.1%
FIDU

Fidelity MSCI Industrials Index ETF

Fidelity · Industrials

82 composite / 100
Expense ratio
0.084%
Net assets
$2.36B
TTM yield
0.94%
Top-10 conc.
31.4%

Sub-score comparison

31
Cost
92
85
Tax efficiency
84
100
Liquidity
73
61
Concentration
69
—
Tracking quality
—
AIRR sub-score FIDU

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

Cost difference

FIDU is 61 bps cheaper than AIRR. On a $100,000 position that's about $606/yr more in fees for AIRR.

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 AIRR vs FIDU.

Top shared holdings

46 shared in total
# Holding In AIRR In FIDU Overlap
1 Comfort Systems USA Inc. 4.18% 0.93% 0.93%
2 Emcor Group Inc 3.54% 0.57% 0.57%
3 Mastec, Inc. 4.65% 0.35% 0.35%
4 C.H. Robinson Worldwide Inc 3.05% 0.31% 0.31%
5 BWX Technologies Inc. 3.13% 0.28% 0.28%
6 RBC Bearings Inc 2.32% 0.26% 0.26%
7 Clean Harbors, Inc. 2.46% 0.23% 0.23%
8 Sterling Infrastructure Inc 3.96% 0.23% 0.23%
9 Huntington Ingalls Industries, Inc. 3.01% 0.20% 0.20%
10 Dycom Industries, Inc. 3.07% 0.18% 0.18%
11 Saia Inc 3.17% 0.17% 0.17%
12 Applied Industrial Technologies Inc. 1.83% 0.16% 0.16%

Only in AIRR

7 total
  • F N B Corp (Pennsylvania) 1.88%
  • Wintrust Financial Corporation 1.69%
  • Old National Bancorp 1.57%
  • Associated Banc-Corp 1.36%
  • Fulton Financial Corporation 0.96%
  • First Financial Bancorp. 0.55%
  • Dreyfus Government Cash Management Funds 0.13%

Only in FIDU

314 total
  • Caterpillar Inc 5.96%
  • General Electric Co 4.37%
  • GE Vernova Inc 4.20%
  • RTX Corp 3.38%
  • Boeing Co/The 2.56%
  • Eaton Corp PLC 2.40%
  • Union Pacific Corp 2.29%
  • Deere & Co 2.17%
  • Uber Technologies Inc 2.11%
  • Honeywell International Inc 1.95%

Open AIRR or FIDU at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

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.