ETF comparison
AIRR vs PAVE
Both Industrials.
First Trust RBA American Industrial RenaissanceTM ETF · Global X U.S. Infrastructure Development ETF
Holdings overlap
21 positions appear in both funds. Buying equal dollars of AIRR and PAVE would leave roughly 11.4% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
PAVE is 22 bps cheaper than AIRR. On a $100,000 position that's about $220/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 PAVE.
Top shared holdings
21 shared in total| # | Holding | In AIRR | In PAVE | Overlap |
|---|---|---|---|---|
| 1 | Emcor Group Inc | 3.54% | 1.79% | 1.79% |
| 2 | Mastec, Inc. | 4.65% | 1.30% | 1.30% |
| 3 | RBC Bearings Inc | 2.32% | 1.01% | 1.01% |
| 4 | Advanced Drainage System Inc | 1.53% | 0.74% | 0.74% |
| 5 | Sterling Infrastructure Inc | 3.96% | 0.72% | 0.72% |
| 6 | Dycom Industries, Inc. | 3.07% | 0.67% | 0.67% |
| 7 | SPX TECHNOLOGIES INC | 3.13% | 0.62% | 0.62% |
| 8 | Zurn Elkay Water Solutions Corporation | 0.90% | 0.47% | 0.47% |
| 9 | Primoris Services Corp. | 3.34% | 0.45% | 0.45% |
| 10 | Everus Construction Group Inc. | 1.56% | 0.37% | 0.37% |
| 11 | Construction Partners Inc. | 1.27% | 0.36% | 0.36% |
| 12 | Powell Industries Inc. | 1.83% | 0.35% | 0.35% |
Only in AIRR
32 total- Comfort Systems USA Inc. 4.18%
- Saia Inc 3.17%
- BWX Technologies Inc. 3.13%
- C.H. Robinson Worldwide Inc 3.05%
- Huntington Ingalls Industries, Inc. 3.01%
- Core & Main Inc 2.80%
- Owens Corning 2.77%
- Clean Harbors, Inc. 2.46%
- KARMAN HOLDINGS INC 2.31%
- Ryder System, Inc. 1.97%
Only in PAVE
80 total- DEERE & COMPANY 3.39%
- HOWMET AEROSPACE INC. 3.39%
- QUANTA SERVICES, INC. 3.37%
- CSX Corporation 3.35%
- TRANE TECHNOLOGIES PLC 3.33%
- UNION PACIFIC CORPORATION 3.22%
- EATON CORPORATION PUBLIC LIMITED COMPANY 3.16%
- SEMPRA 3.15%
- NORFOLK SOUTHERN CORPORATION 3.06%
- PARKER-HANNIFIN CORPORATION 3.01%
Open AIRR 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.