ETF comparison
IYJ vs PAVE
Both Industrials.
iShares U.S. Industrials ETF · Global X U.S. Infrastructure Development ETF
Holdings overlap
42 positions appear in both funds. Buying equal dollars of IYJ and PAVE would leave roughly 22.7% 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
IYJ is 9 bps cheaper than PAVE. On a $100,000 position that's about $90/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 IYJ vs PAVE.
Top shared holdings
42 shared in total| # | Holding | In IYJ | In PAVE | Overlap |
|---|---|---|---|---|
| 1 | EATON CORPORATION PUBLIC LIMITED COMPANY | 2.14% | 3.16% | 2.14% |
| 2 | UNION PACIFIC CORPORATION | 2.03% | 3.22% | 2.03% |
| 3 | DEERE & COMPANY | 1.82% | 3.39% | 1.82% |
| 4 | PARKER-HANNIFIN CORPORATION | 1.45% | 3.01% | 1.45% |
| 5 | TRANE TECHNOLOGIES PLC | 1.39% | 3.33% | 1.39% |
| 6 | QUANTA SERVICES, INC. | 1.35% | 3.37% | 1.35% |
| 7 | HOWMET AEROSPACE INC. | 1.23% | 3.39% | 1.23% |
| 8 | CSX Corporation | 1.08% | 3.35% | 1.08% |
| 9 | CRH PUBLIC LIMITED COMPANY | 1.00% | 2.71% | 1.00% |
| 10 | EMERSON ELECTRIC CO. | 1.00% | 2.82% | 1.00% |
| 11 | NORFOLK SOUTHERN CORPORATION | 0.90% | 3.06% | 0.90% |
| 12 | UNITED RENTALS, INC. | 0.77% | 2.47% | 0.77% |
Only in IYJ
154 total- VISA INC. 7.01%
- CATERPILLAR INC. 5.20%
- 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%
- HONEYWELL INTERNATIONAL INCORPORATION 1.72%
- CAPITAL ONE FINANCIAL CORPORATION 1.48%
Only in PAVE
59 total- SEMPRA 3.15%
- FASTENAL COMPANY 2.89%
- NUCOR CORPORATION 2.24%
- Amrize AG 1.98%
- STEEL DYNAMICS, INC. 1.56%
- CARPENTER TECHNOLOGY CORPORATION 1.10%
- RBC BEARINGS INCORPORATED 1.01%
- RELIANCE, INC. 0.91%
- ALCOA CORPORATION 0.89%
- WESTLAKE CORPORATION 0.75%
Open IYJ 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.