ETF comparison
IFRA vs IYJ
Both Industrials.
iShares U.S. Infrastructure ETF · iShares U.S. Industrials ETF
Holdings overlap
30 positions appear in both funds. Buying equal dollars of IFRA and IYJ would leave roughly 16.1% 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
IFRA is 8 bps cheaper than IYJ. On a $100,000 position that's about $80/yr more in fees for IYJ.
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 IFRA vs IYJ.
Top shared holdings
30 shared in total| # | Holding | In IFRA | In IYJ | Overlap |
|---|---|---|---|---|
| 1 | CATERPILLAR INC. | 4.20% | 5.20% | 4.20% |
| 2 | UNION PACIFIC CORPORATION | 3.85% | 2.03% | 2.03% |
| 3 | QUANTA SERVICES, INC. | 3.41% | 1.35% | 1.35% |
| 4 | CSX Corporation | 3.20% | 1.08% | 1.08% |
| 5 | CRH PUBLIC LIMITED COMPANY | 2.94% | 1.00% | 1.00% |
| 6 | NORFOLK SOUTHERN CORPORATION | 2.70% | 0.90% | 0.90% |
| 7 | COMFORT SYSTEMS USA, INC. | 2.01% | 0.81% | 0.81% |
| 8 | UNITED RENTALS, INC. | 1.92% | 0.77% | 0.77% |
| 9 | VULCAN MATERIALS COMPANY | 1.49% | 0.50% | 0.50% |
| 10 | EMCOR GROUP, INC. | 1.36% | 0.50% | 0.50% |
| 11 | MARTIN MARIETTA MATERIALS, INC. | 1.48% | 0.47% | 0.47% |
| 12 | MASTEC, INC. | 0.81% | 0.31% | 0.31% |
Only in IFRA
132 total- NEXTERA ENERGY, INC. 4.12%
- 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%
- NUCOR CORPORATION 1.61%
Only in IYJ
166 total- VISA INC. 7.01%
- MASTERCARD INCORPORATED 5.11%
- GENERAL ELECTRIC COMPANY 3.81%
- GE VERNOVA INC. 3.69%
- RTX CORPORATION 2.97%
- AMERICAN EXPRESS COMPANY 2.20%
- THE BOEING COMPANY 2.18%
- EATON CORPORATION PUBLIC LIMITED COMPANY 2.14%
- DEERE & COMPANY 1.82%
- HONEYWELL INTERNATIONAL INCORPORATION 1.72%
Open IFRA or IYJ 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.