ETF comparison
AIRR vs VIS
Both Industrials.
First Trust RBA American Industrial RenaissanceTM ETF · Vanguard Industrials Index Fund ETF Shares
Holdings overlap
46 positions appear in both funds. Buying equal dollars of AIRR and VIS would leave roughly 6.0% 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
VIS is 60 bps cheaper than AIRR. On a $100,000 position that's about $600/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 VIS.
Top shared holdings
46 shared in total| # | Holding | In AIRR | In VIS | Overlap |
|---|---|---|---|---|
| 1 | COMFORT SYSTEMS USA INC | 4.42% | 0.78% | 0.78% |
| 2 | EMCOR GROUP INC | 3.75% | 0.47% | 0.47% |
| 3 | CH ROBINSON WORLDWIDE INC | 4.08% | 0.25% | 0.25% |
| 4 | CLEAN HARBORS INC | 2.44% | 0.23% | 0.23% |
| 5 | MASTEC INC | 4.18% | 0.21% | 0.21% |
| 6 | STERLING INFRASTRUCTURE INC | 6.00% | 0.20% | 0.20% |
| 7 | RBC BEARINGS INC | 1.85% | 0.20% | 0.20% |
| 8 | BWX TECHNOLOGIES INC | 2.97% | 0.20% | 0.20% |
| 9 | MUELLER INDUSTRIES INC | 1.37% | 0.19% | 0.19% |
| 10 | APPLIED INDUSTRIAL TECHNOLOGIES INC | 1.80% | 0.17% | 0.17% |
| 11 | HUNTINGTON INGALLS INDUSTRIES INC | 2.44% | 0.16% | 0.16% |
| 12 | OWENS CORNING | 3.89% | 0.16% | 0.16% |
Only in AIRR
6 total- F.N.B. CORP (PENNSYLVANIA) 2.43%
- OLD NATIONAL BANCORP 1.41%
- WINTRUST FINANCIAL CORP 1.30%
- ASSOCIATED BANC-CORP 1.29%
- FULTON FINANCIAL CORP 0.89%
- DREYFUS GOVERNMENT CASH MANAGEMENT FUNDS 0.08%
Only in VIS
351 total- Caterpillar Inc 5.33%
- General Electric Co 5.04%
- RTX Corp 4.01%
- GE Vernova Inc 3.48%
- Deere & Co 2.29%
- Eaton Corp PLC 2.24%
- Boeing Co/The 2.23%
- Union Pacific Corp 2.21%
- Uber Technologies Inc 1.94%
- Parker-Hannifin Corp 1.78%
Related comparisons
More comparisons with AIRR
- AIRR vs PPA · Invesco Aerospace & Defense ETF 4.8%
- AIRR vs IYJ · iShares U.S. Industrials ETF 4.0%
- AIRR vs ITA · iShares U.S. Aerospace & Defense ETF 3.7%
- AIRR vs XLI · State Street Industrial Select Sector SPDR ETF 2.4%
- AIRR vs IGF · iShares Global Infrastructure ETF 0.0%
- AIRR vs JETS · U.S. Global Jets ETF 0.0%
More comparisons with VIS
- VIS vs JETS · U.S. Global Jets ETF 4.9%
- VIS vs IGF · iShares Global Infrastructure ETF 0.0%
- VIS vs VGT · Vanguard Information Technology Index Fund ETF Shares 0.0%
- VIS vs XLK · State Street Technology Select Sector SPDR ETF 0.0%
- VIS vs FIDU · Fidelity MSCI Industrials Index ETF 95.6%
- VIS vs XLI · State Street Industrial Select Sector SPDR ETF 77.2%
Percentages are holdings overlap with the named fund.
Open AIRR or VIS 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.