IDGT vs IFRA

IDGTBiShares U.S. Digital Infrastructure and Real Estate ETF

IFRAAiShares U.S. Infrastructure ETF

In short

IDGT The internet has a physical body: data centers, cell towers, and the gear that wires them together. IDGT owns that hardware layer in roughly 25 U.S.-listed names, at a lower fee than the typical infrastructure fund.

IFRA Most infrastructure funds pick a side: the companies that build the stuff, or the ones that own it. IFRA holds both, stays entirely American, and charges well under the category's typical fee.

Stated mandate

IDGT The fund seeks exposure to U.S.-listed companies that own, operate, or provide infrastructure supporting the storage, processing, transmission, and access of digital data.

IFRA The fund seeks to track an index of U.S. companies with infrastructure exposure, balancing infrastructure enablers and infrastructure asset owners.

Why people hold it

• IDGT Charges 0.37% a year against a 0.55% median for infrastructure ETFs, so the theme costs less than the category norm.
• Tracks an S&P index built for exactly this job: data centers, tower REITs and communications equipment. No roads, no bridges, no utilities padding the basket.ishares.com
• Blends REIT landlords with the equipment makers that supply them, pairing rent-style income with hardware exposure. Pays shareholders quarterly.
• Sits in the top quartile of the infrastructure funds we grade, helped by a low fee and an established iShares operating record.

• IFRA 0.30% a year, roughly half the typical fee in the infrastructure category and cheaper than bigger-name rivals IGF (0.37%), GII (0.40%) and PAVE (0.47%).
• Tracks the NYSE FactSet U.S. Infrastructure Index, which balances the enablers (builders and suppliers) against the asset owners, rather than betting on the construction cycle alone.
• Roughly 160 holdings spread the theme wide, and the fund pays out quarterly.
• Running since 2018 with over a billion in assets, it sits among the strongest implementations in its infrastructure peer group.

Worth knowing

• IDGT Around 25 holdings means a handful of tower and data center names drive most of the outcome. Concentration cuts both directions.
• REIT-heavy and rate-sensitive by construction, so it can move very differently from a diversified roads-and-utilities infrastructure fund such as IGF or PAVE.
• U.S.-listed companies only, and trading volume is moderate rather than heavy, so spreads can run wider than the cohort's most active funds.

• IFRA US-only by design. The overseas toll roads, airports and utilities that global peers like IGF and GII hold are simply not here.
• A narrow slice of the market, so it can move quite differently from a broad US index in either direction.
• Volume is moderate rather than heavy. Limit orders are the sane default, especially around the open and close.

Full IDGT profile⁠

Full IFRA profile⁠