Which stocks do AIRR and IJH both hold?

24 stocks are in both. The biggest shared positions: STRL (6.0% of AIRR, 0.7% of IJH), MTZ (4.2% of AIRR, 0.7% of IJH), RBC (1.9% of AIRR, 0.6% of IJH), BWXT (3.0% of AIRR, 0.5% of IJH), DY (3.8% of AIRR, 0.4% of IJH).

AIRRvsIJH

First Trust RBA American Industrial Renaissance ETF or iShares Core S&P Mid-Cap ETF, side by side from their own SEC filings. 8.0% of their stock holdings are the same at the same weight, across 24 stocks in both. IJH costs 0.05% a year against 0.69% for AIRR, $64 a year less on $10,000. Over the last twelve months AIRR returned +63.9% and IJH +25.8%.

8.0%of the two portfolios is the same stocks at the same weight

AIRR56% in stocks the other holds too

IJH8.0% in stocks the other holds too

stocks in bothstocks only in that fundbonds, cash and unmatched shares

The two funds

From each fund's latest N-PORT filing and its prospectus.

AIRRIJHYearly cost0.69%0.05%Net assets$11.5B$124.3BPositions53410Last 12 months+63.9%+25.8%3 years, a year+35.4%+15.4%5 years, a year+26.9%+9.0%Largest holdingSTRL 6.0%Blackrock 3.8%Main sectorIndustrials 91%Industrials 24%Holdings as ofJun 30, 2026Jun 30, 2026

Returns are total returns with dividends reinvested, from the funds’ own monthly figures; “(price)” marks a fund whose filing record is younger than a year, whose twelve months are its price change. The stronger figure in each row is set in bold. Past returns say what happened, not what will.

Growth of $100

Both funds from July 2019, the first month both report, dividends reinvested.

AIRR$510IJH$220

July 2019June 2026

What they both hold

24 stocks are in both funds: 56% of AIRR and 8.0% of IJH. The biggest shared positions:

Stockin AIRRin IJH

STRLSterling Infrastructure, Inc.6.0%0.7%MTZMasTec, Inc.4.2%0.7%RBCRBC Bearings Incorporated1.9%0.6%BWXTBWX Technologies, Inc.3.0%0.5%DYDycom Industries, Inc.3.8%0.4%CLHClean Harbors, Inc.2.4%0.4%MLIMueller Industries, Inc.1.4%0.4%OCOwens Corning3.9%0.4%AITApplied Industrial Technologies, Inc.1.8%0.3%SPXCSPX Technologies, Inc.1.7%0.3%

Only in AIRR

Its biggest stocks the other fund does not hold.

Only in IJH

Its biggest stocks the other fund does not hold.

More comparisons

AIRR vs PAVE AIRR vs XMMO AIRR vs SDVY AIRR vs IJK AIRR vs SHLD IJH vs SPMD IJH vs IJK IJH vs IJJ

From each fund’s Form N-PORT (AIRR: June 2026, IJH: June 2026) and prospectus, via the SEC’s public data sets. Overlap counts only the stocks we can match to a listing: stock by stock, the smaller of the two weights, added up.