ETF comparison
PAVE vs XLI
Both Industrials.
Global X U.S. Infrastructure Development ETF · State Street Industrial Select Sector SPDR ETF
Holdings overlap
20 positions appear in both funds. Buying equal dollars of PAVE and XLI would leave roughly 25.5% 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
XLI is 39 bps cheaper than PAVE. On a $100,000 position that's about $390/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 PAVE vs XLI.
Top shared holdings
20 shared in total| # | Holding | In PAVE | In XLI | Overlap |
|---|---|---|---|---|
| 1 | UNION PACIFIC CORPORATION | 3.22% | 2.85% | 2.85% |
| 2 | DEERE & COMPANY | 3.39% | 2.81% | 2.81% |
| 3 | EATON CORPORATION PUBLIC LIMITED COMPANY | 3.16% | 2.75% | 2.75% |
| 4 | PARKER-HANNIFIN CORPORATION | 3.01% | 2.24% | 2.24% |
| 5 | HOWMET AEROSPACE INC. | 3.39% | 1.83% | 1.83% |
| 6 | TRANE TECHNOLOGIES PLC | 3.33% | 1.83% | 1.83% |
| 7 | QUANTA SERVICES, INC. | 3.37% | 1.62% | 1.62% |
| 8 | CSX Corporation | 3.35% | 1.51% | 1.51% |
| 9 | EMERSON ELECTRIC CO. | 2.82% | 1.46% | 1.46% |
| 10 | NORFOLK SOUTHERN CORPORATION | 3.06% | 1.28% | 1.28% |
| 11 | FASTENAL COMPANY | 2.89% | 1.05% | 1.05% |
| 12 | UNITED RENTALS, INC. | 2.47% | 0.91% | 0.91% |
Only in PAVE
81 total- SEMPRA 3.15%
- CRH PUBLIC LIMITED COMPANY 2.71%
- VULCAN MATERIALS COMPANY 2.26%
- MARTIN MARIETTA MATERIALS, INC. 2.25%
- NUCOR CORPORATION 2.24%
- Amrize AG 1.98%
- STEEL DYNAMICS, INC. 1.56%
- MASTEC, INC. 1.30%
- WOODWARD, INC. 1.28%
- ATI INC 1.23%
Only in XLI
60 total- Caterpillar Inc 6.53%
- General Electric Co 5.89%
- RTX Corp 5.13%
- GE Vernova Inc 4.66%
- Boeing Co/The 3.09%
- Uber Technologies Inc 2.93%
- Honeywell International Inc 2.84%
- Lockheed Martin Corp 2.42%
- Vertiv Holdings Co 1.90%
- Northrop Grumman Corp 1.80%
Open PAVE or XLI 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.