ETF comparison
IFRA vs PAVE
Both Industrials.
iShares U.S. Infrastructure ETF · Global X U.S. Infrastructure Development ETF
Holdings overlap
53 positions appear in both funds. Buying equal dollars of IFRA and PAVE would leave roughly 38.3% 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
IFRA is 17 bps cheaper than PAVE. On a $100,000 position that's about $170/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 IFRA vs PAVE.
Top shared holdings
53 shared in total| # | Holding | In IFRA | In PAVE | Overlap |
|---|---|---|---|---|
| 1 | QUANTA SERVICES, INC. | 3.41% | 3.37% | 3.37% |
| 2 | UNION PACIFIC CORPORATION | 3.85% | 3.22% | 3.22% |
| 3 | CSX Corporation | 3.20% | 3.35% | 3.20% |
| 4 | CRH PUBLIC LIMITED COMPANY | 2.94% | 2.71% | 2.71% |
| 5 | NORFOLK SOUTHERN CORPORATION | 2.70% | 3.06% | 2.70% |
| 6 | UNITED RENTALS, INC. | 1.92% | 2.47% | 1.92% |
| 7 | SEMPRA | 1.72% | 3.15% | 1.72% |
| 8 | NUCOR CORPORATION | 1.61% | 2.24% | 1.61% |
| 9 | VULCAN MATERIALS COMPANY | 1.49% | 2.26% | 1.49% |
| 10 | MARTIN MARIETTA MATERIALS, INC. | 1.48% | 2.25% | 1.48% |
| 11 | EMCOR GROUP, INC. | 1.36% | 1.79% | 1.36% |
| 12 | Amrize AG | 1.16% | 1.98% | 1.16% |
Only in IFRA
109 total- CATERPILLAR INC. 4.20%
- 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%
- COMFORT SYSTEMS USA, INC. 2.01%
- AMERICAN ELECTRIC POWER COMPANY, INC. 1.91%
- TC Energy Corporation 1.76%
- KINDER MORGAN, INC. 1.76%
Only in PAVE
48 total- DEERE & COMPANY 3.39%
- HOWMET AEROSPACE INC. 3.39%
- TRANE TECHNOLOGIES PLC 3.33%
- EATON CORPORATION PUBLIC LIMITED COMPANY 3.16%
- PARKER-HANNIFIN CORPORATION 3.01%
- FASTENAL COMPANY 2.89%
- EMERSON ELECTRIC CO. 2.82%
- ROCKWELL AUTOMATION, INC. 2.69%
- HUBBELL INCORPORATED 1.50%
- WOODWARD, INC. 1.28%
Open IFRA 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.