AIRR vs IGF
Comparison between FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF (AIRR, ETF) and ISHARES GLOBAL INFRASTRUCTURE ETF (IGF, ETF).
5-Year PerformanceAIRR has outperformed IGF, delivering a return of +24.8% compared to +9.9%
AIRR vs IGF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AIRR
$11B
IGF
$11B
Expense Ratio
AIRR
0.69%
Winner
IGF
0.39%
Max Drawdown
Winner
AIRR
42.37%
IGF
59.46%
Sharpe Ratio
Winner
AIRR
1.93
IGF
0.97
5Y Beta
AIRR
1.25
Winner
IGF
0.41
P/E Ratio
AIRR
38.27
IGF
N/A
Forward P/E
AIRR
25.31
IGF
N/A
5Y Dividends CAGR
Winner
AIRR
45.34%
IGF
9.47%
5Y EPS CAGR
AIRR
22.84%
IGF
N/A
Debt to Equity
AIRR
36.01%
IGF
N/A
P/S Ratio
AIRR
2.29
IGF
N/A
P/B Ratio
AIRR
4.36
IGF
N/A
AIRR vs IGF - Holdings Comparison
AIRR and IGF have 1 common holdings. Overlap is 0.00%
AIRR's top 25 holdings weight is 72.27%. IGF's top 25 holdings weight is 69.04%.
| Rank | AIRR | IGF |
|---|---|---|
| #1 | STERLING INFRASTRUCTURE INC (STRL) - 6.48% | TRANSURBAN GROUP (n/a) - 5.44% |
| #2 | COMFORT SYSTEMS USA INC (FIX) - 4.34% | AENA SME SA (n/a) - 4.81% |
| #3 | SAIA INC (SAIA) - 4.09% | NEXTERA ENERGY INC (NEE) - 4.68% |
| #4 | ARGAN INC (AGX) - 4.07% | ENBRIDGE INC (n/a) - 4.13% |
| #5 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 4.00% | IBERDROLA SA (n/a) - 3.84% |
| #6 | EMCOR GROUP INC (EME) - 3.87% | n/a (PAC) - 3.65% |
| #7 | MASTEC INC (MTZ) - 3.81% | AUCKLAND INTERNATIONAL AIRPORT LTD (n/a) - 3.20% |
| #8 | DYCOM INDUSTRIES INC (DY) - 3.74% | WILLIAMS COMPANIES INC (WMB) - 2.94% |
| #9 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 3.19% | SOUTHERN CO (SO) - 2.69% |
| #10 | OWENS-CORNING INC (OC) - 3.05% | DUKE ENERGY CORP (DUK) - 2.56% |
| #11 | BWX TECHNOLOGIES INC (BWXT) - 2.96% | GETLINK SE ACT. PROVENANT REGROUPEMENT (n/a) - 2.52% |
| #12 | POWELL INDUSTRIES INC (POWL) - 2.68% | QUBE HOLDINGS LTD (n/a) - 2.44% |
| #13 | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 2.65% | TC ENERGY CORP (TRP) - 2.37% |
| #14 | CLEAN HARBORS INC (CLH) - 2.33% | ENEL SPA (n/a) - 2.36% |
| #15 | F N B CORP (FNB) - 2.30% | CONSTELLATION ENERGY CORP (CEG) - 2.28% |
| #16 | CORE & MAIN INC CLASS A (CNM) - 2.24% | NATIONAL GRID PLC (n/a) - 2.17% |
| #17 | KARMAN HOLDINGS INC (KRMN) - 2.13% | FLUGHAFEN ZUERICH AG (n/a) - 2.15% |
| #18 | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 2.05% | KINDER MORGAN INC CLASS P (KMI) - 2.08% |
| #19 | IES HOLDINGS INC (IESC) - 2.01% | n/a (ASR) - 1.97% |
| #20 | KIRBY CORP (KEX) - 1.86% | TARGA RESOURCES CORP (TRGP) - 1.91% |
| #21 | AAON INC (AAON) - 1.83% | AEROPORTS DE PARIS SA (n/a) - 1.90% |
| #22 | RBC BEARINGS INC (RBC) - 1.72% | ONEOK INC (OKE) - 1.84% |
| #23 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 1.70% | AMERICAN ELECTRIC POWER CO INC (AEP) - 1.84% |
| #24 | SPX TECHNOLOGIES INC (SPXC) - 1.64% | CHENIERE ENERGY INC (LNG) - 1.69% |
| #25 | PRIMORIS SERVICES CORP (PRIM) - 1.53% | ENGIE SA (n/a) - 1.58% |
| Total Holdings | 54 | 95 |
AIRR vs IGF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AIRR
-1.14%
IGF
-1.91%
3M
Winner
AIRR
+13.36%
IGF
-2.14%
6M
Winner
AIRR
+29.33%
IGF
+8.24%
1Y
Winner
AIRR
+62.07%
IGF
+14.99%
5Y(CAGR)
Winner
AIRR
+24.84%
IGF
+9.91%
10Y(CAGR)
Winner
AIRR
+21.28%
IGF
+8.06%
Max(CAGR)
Winner
AIRR
+16.80%
IGF
+4.78%
AIRR vs IGF - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | AIRR | IGF |
|---|---|---|
| 2026 | +26.30% | +6.07% |
| 2025 | +28.15% | +20.40% |
| 2024 | +34.63% | +14.99% |
| 2023 | +31.64% | +6.19% |
| 2022 | -2.33% | -1.73% |
| 2021 | +35.64% | +12.40% |
| 2020 | +17.89% | -6.32% |
| 2019 | +33.18% | +25.62% |
| 2018 | -20.86% | -10.45% |
| 2017 | +15.55% | +18.88% |
| 2016 | +46.48% | +12.88% |
| 2015 | -8.82% | -12.25% |
| 2014 | -6.57% | +12.98% |
| 2013 | N/A | +11.61% |
| 2012 | N/A | +10.62% |
| 2011 | N/A | -1.82% |
| 2010 | N/A | +3.73% |
| 2009 | N/A | +17.05% |
| 2008 | N/A | -40.35% |
| 2007 | N/A | +1.11% |
AIRR vs IGF Drawdown Comparison
The maximum drawdown for AIRR was -42.37%, occurring on Mar 23, 2020. Recovery took 187 trading sessions.
The maximum drawdown for IGF was -58.32%, occurring on Mar 9, 2009. Recovery took 1569 trading sessions.
The current AIRR drawdown is -2.88%. The current IGF drawdown is -5.29%.
| Rank | AIRR | IGF |
|---|---|---|
| #1 | -42.37% Feb 13, 2020 - Nov 9, 2020 | -58.32% Jan 2, 2008 - Mar 27, 2014 |
| #2 | -28.40% Apr 2, 2014 - Aug 23, 2016 | -42.11% Feb 18, 2020 - Oct 20, 2021 |
| #3 | -28.06% Sep 21, 2018 - Nov 1, 2019 | -23.03% Apr 28, 2015 - Sep 8, 2016 |
| #4 | -27.95% Nov 25, 2024 - Jul 24, 2025 | -20.80% Apr 20, 2022 - May 7, 2024 |
| #5 | -24.08% Nov 16, 2021 - Jan 13, 2023 | -14.74% Jan 26, 2018 - Mar 19, 2019 |
| #6 | -15.47% Sep 1, 2023 - Dec 13, 2023 | -11.38% Sep 8, 2016 - Mar 22, 2017 |
| #7 | -14.36% Mar 3, 2023 - Jun 7, 2023 | -9.83% Sep 5, 2014 - Apr 28, 2015 |
| #8 | -13.09% Feb 20, 2026 - Apr 14, 2026 | -8.74% Apr 2, 2025 - Apr 17, 2025 |
| #9 | -11.06% Jan 12, 2018 - Aug 21, 2018 | -7.05% Nov 5, 2021 - Jan 12, 2022 |
| #10 | -10.05% Jul 31, 2024 - Sep 19, 2024 | -6.97% Nov 29, 2024 - Jan 21, 2025 |
| #11 | -9.86% May 7, 2021 - Aug 11, 2021 | -6.28% Jul 11, 2019 - Oct 22, 2019 |
| #12 | -9.70% Mar 12, 2021 - May 7, 2021 | -6.27% Jul 24, 2014 - Sep 5, 2014 |
| #13 | -9.45% Mar 1, 2017 - Sep 19, 2017 | -5.87% Feb 27, 2026 - Mar 20, 2026 |
| #14 | -9.28% Oct 29, 2025 - Dec 10, 2025 | -4.67% Jan 21, 2025 - Apr 1, 2025 |
| #15 | -9.04% May 24, 2024 - Jul 16, 2024 | -4.48% May 17, 2024 - Jul 12, 2024 |
Correlation
Correlation between AIRR and IGF is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2007 - 2026)
AIRR vs IGF dividend yield comparison.
| Year | AIRR | IGF |
|---|---|---|
| 2026 | 0.05% | 0.00% |
| 2025 | 0.19% | 3.23% |
| 2024 | 0.18% | 3.21% |
| 2023 | 0.23% | 3.36% |
| 2022 | 0.12% | 2.67% |
| 2021 | 0.05% | 2.42% |
| 2020 | 0.10% | 2.33% |
| 2019 | 0.20% | 3.27% |
| 2018 | 0.43% | 3.52% |
| 2017 | 0.30% | 2.95% |
| 2016 | 0.08% | 2.98% |
| 2015 | 0.47% | 3.25% |
| 2014 | 0.38% | 3.00% |
| 2013 | 0.00% | 3.45% |
| 2012 | 0.00% | 4.10% |
| 2011 | 0.00% | 4.36% |
| 2010 | 0.00% | 3.70% |
| 2009 | 0.00% | 3.35% |
| 2008 | 0.00% | 3.10% |
| 2007 | 0.00% | 0.36% |
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