ETF comparison
FIDU vs PAVE
Both Industrials.
Fidelity MSCI Industrials Index ETF · Global X U.S. Infrastructure Development ETF
Holdings overlap
70 positions appear in both funds. Buying equal dollars of FIDU and PAVE would leave roughly 26.7% 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
FIDU is 39 bps cheaper than PAVE. On a $100,000 position that's about $386/yr more in fees for PAVE.
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 PAVE.
Top shared holdings
70 shared in total| # | Holding | In FIDU | In PAVE | Overlap |
|---|---|---|---|---|
| 1 | Union Pacific Corp | 2.47% | 3.11% | 2.47% |
| 2 | Eaton Corp PLC | 2.29% | 3.05% | 2.29% |
| 3 | Deere & Co | 2.05% | 3.38% | 2.05% |
| 4 | Parker-Hannifin Corp | 1.75% | 3.13% | 1.75% |
| 5 | Howmet Aerospace Inc | 1.61% | 2.69% | 1.61% |
| 6 | Trane Technologies PLC | 1.43% | 2.92% | 1.43% |
| 7 | Quanta Services Inc | 1.43% | 2.93% | 1.43% |
| 8 | CSX Corp | 1.33% | 3.01% | 1.33% |
| 9 | Emerson Electric Co | 1.20% | 3.32% | 1.20% |
| 10 | Norfolk Southern Corp | 1.07% | 3.09% | 1.07% |
| 11 | United Rentals Inc | 0.97% | 2.87% | 0.97% |
| 12 | Fastenal Co | 0.78% | 3.36% | 0.78% |
Only in FIDU
291 total- Caterpillar Inc 5.40%
- General Electric Co 5.35%
- RTX Corp 4.12%
- GE Vernova Inc 3.80%
- Boeing Co/The 2.30%
- Uber Technologies Inc 1.78%
- Lockheed Martin Corp 1.72%
- Automatic Data Processing Inc 1.53%
- 3M Co 1.32%
- Waste Management Inc 1.30%
Only in PAVE
30 total- NUCOR CORPORATION 3.26%
- CRH PUBLIC LIMITED COMPANY 3.03%
- SEMPRA 2.75%
- VULCAN MATERIALS COMPANY 2.06%
- STEEL DYNAMICS, INC. 1.98%
- MARTIN MARIETTA MATERIALS, INC. 1.84%
- Amrize AG 1.42%
- RELIANCE, INC. 1.15%
- TRIMBLE INC. 0.82%
- RPM INTERNATIONAL INC. 0.78%
Related comparisons
More comparisons with FIDU
- FIDU vs ITA · iShares U.S. Aerospace & Defense ETF 24.2%
- FIDU vs XAR · State Street SPDR S&P Aerospace & Defense ETF 20.2%
- FIDU vs IFRA · iShares U.S. Infrastructure ETF 17.6%
- FIDU vs SHLD · Global X Defense Tech ETF 10.1%
- FIDU vs AIRR · First Trust RBA American Industrial RenaissanceTM ETF 6.4%
- FIDU vs JETS · U.S. Global Jets ETF 3.6%
More comparisons with PAVE
- PAVE vs VIS · Vanguard Industrials Index Fund ETF Shares 26.0%
- PAVE vs XLI · State Street Industrial Select Sector SPDR ETF 25.9%
- PAVE vs IYJ · iShares U.S. Industrials ETF 22.0%
- PAVE vs PPA · Invesco Aerospace & Defense ETF 12.1%
- PAVE vs AIRR · First Trust RBA American Industrial RenaissanceTM ETF 12.0%
- PAVE vs ITA · iShares U.S. Aerospace & Defense ETF 6.9%
Percentages are holdings overlap with the named fund.
Open FIDU 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.