ETF comparison
AIRR vs PAVE
Both Industrials.
First Trust RBA American Industrial RenaissanceTM ETF · Global X U.S. Infrastructure Development ETF
Holdings overlap
22 positions appear in both funds. Buying equal dollars of AIRR and PAVE would leave roughly 12.0% 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
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
22 shared in total| # | Holding | In AIRR | In PAVE | Overlap |
|---|---|---|---|---|
| 1 | EMCOR GROUP INC | 3.75% | 1.93% | 1.93% |
| 2 | MASTEC INC | 4.18% | 1.12% | 1.12% |
| 3 | RBC BEARINGS INC | 1.85% | 0.92% | 0.92% |
| 4 | STERLING INFRASTRUCTURE INC | 6.00% | 0.85% | 0.85% |
| 5 | MUELLER INDUSTRIES INC | 1.37% | 0.81% | 0.81% |
| 6 | ADVANCED DRAINAGE SYSTEMS INC | 2.29% | 0.61% | 0.61% |
| 7 | SPX TECHNOLOGIES INC | 1.68% | 0.58% | 0.58% |
| 8 | DYCOM INDUSTRIES INC | 3.76% | 0.52% | 0.52% |
| 9 | ZURN ELKAY WATER SOLUTIONS CORP | 0.77% | 0.47% | 0.47% |
| 10 | ARCOSA INC | 0.84% | 0.42% | 0.42% |
| 11 | POWELL INDUSTRIES INC | 2.48% | 0.39% | 0.39% |
| 12 | ARGAN INC | 4.73% | 0.35% | 0.35% |
Only in AIRR
30 total- COMFORT SYSTEMS USA INC 4.42%
- CH ROBINSON WORLDWIDE INC 4.08%
- OWENS CORNING 3.89%
- SAIA INC 3.53%
- BWX TECHNOLOGIES INC 2.97%
- HUNTINGTON INGALLS INDUSTRIES INC 2.44%
- CLEAN HARBORS INC 2.44%
- F.N.B. CORP (PENNSYLVANIA) 2.43%
- KRATOS DEFENSE & SECURITY SOLUTIONS INC 2.43%
- CORE & MAIN INC 2.06%
Only in PAVE
78 total- DEERE & COMPANY 3.38%
- FASTENAL COMPANY 3.36%
- EMERSON ELECTRIC CO. 3.32%
- NUCOR CORPORATION 3.26%
- PARKER-HANNIFIN CORPORATION 3.13%
- UNION PACIFIC CORPORATION 3.11%
- NORFOLK SOUTHERN CORPORATION 3.09%
- EATON CORPORATION PUBLIC LIMITED COMPANY 3.05%
- CRH PUBLIC LIMITED COMPANY 3.03%
- CSX Corporation 3.01%
Related comparisons
More comparisons with AIRR
- AIRR vs XAR · State Street SPDR S&P Aerospace & Defense ETF 11.4%
- AIRR vs IFRA · iShares U.S. Infrastructure ETF 9.2%
- AIRR vs SHLD · Global X Defense Tech ETF 6.4%
- AIRR vs FIDU · Fidelity MSCI Industrials Index ETF 6.4%
- AIRR vs VIS · Vanguard Industrials Index Fund ETF Shares 6.0%
- AIRR vs PPA · Invesco Aerospace & Defense ETF 4.8%
More comparisons with PAVE
- PAVE vs ITA · iShares U.S. Aerospace & Defense ETF 6.9%
- PAVE vs XAR · State Street SPDR S&P Aerospace & Defense ETF 6.9%
- PAVE vs IGF · iShares Global Infrastructure ETF 1.6%
- PAVE vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.2%
- PAVE vs XLK · State Street Technology Select Sector SPDR ETF 0.1%
- PAVE vs JETS · U.S. Global Jets ETF 0.0%
Percentages are holdings overlap with the named fund.
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.