ETF comparison
FIDU vs IFRA
Both Industrials.
Fidelity MSCI Industrials Index ETF · iShares U.S. Infrastructure ETF
Holdings overlap
48 positions appear in both funds. Buying equal dollars of FIDU and IFRA would leave roughly 17.3% 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
FIDU is 22 bps cheaper than IFRA. On a $100,000 position that's about $216/yr more in fees for IFRA.
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 FIDU vs IFRA.
Top shared holdings
48 shared in total| # | Holding | In FIDU | In IFRA | Overlap |
|---|---|---|---|---|
| 1 | Caterpillar Inc | 5.96% | 4.20% | 4.20% |
| 2 | Union Pacific Corp | 2.29% | 3.85% | 2.29% |
| 3 | Quanta Services Inc | 1.55% | 3.41% | 1.55% |
| 4 | CSX Corp | 1.21% | 3.20% | 1.21% |
| 5 | Norfolk Southern Corp | 1.01% | 2.70% | 1.01% |
| 6 | Comfort Systems USA Inc | 0.93% | 2.01% | 0.93% |
| 7 | United Rentals Inc | 0.87% | 1.92% | 0.87% |
| 8 | EMCOR Group Inc | 0.57% | 1.36% | 0.57% |
| 9 | MasTec Inc | 0.35% | 0.81% | 0.35% |
| 10 | Carpenter Technology Corp | 0.31% | 0.80% | 0.31% |
| 11 | ATI Inc | 0.30% | 0.83% | 0.30% |
| 12 | API Group Corp | 0.24% | 0.64% | 0.24% |
Only in FIDU
312 total- General Electric Co 4.37%
- GE Vernova Inc 4.20%
- RTX Corp 3.38%
- Boeing Co/The 2.56%
- Eaton Corp PLC 2.40%
- Deere & Co 2.17%
- Uber Technologies Inc 2.11%
- Honeywell International Inc 1.95%
- Vertiv Holdings Co 1.71%
- Parker-Hannifin Corp 1.64%
Only in IFRA
114 total- NEXTERA ENERGY, INC. 4.12%
- CRH PUBLIC LIMITED COMPANY 2.94%
- THE SOUTHERN COMPANY 2.92%
- DUKE ENERGY CORPORATION 2.75%
- CONSTELLATION ENERGY CORPORATION. 2.53%
- THE WILLIAMS COMPANIES, INC. 2.39%
- AMERICAN ELECTRIC POWER COMPANY, INC. 1.91%
- TC Energy Corporation 1.76%
- KINDER MORGAN, INC. 1.76%
- SEMPRA 1.72%
Open FIDU or IFRA 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.