ETF Copilot
Real Estate & Infra

Is IFRA a good investment?

Updated October 28, 2026

iShares U.S. Infrastructure ETF (IFRA) is a real estate and infrastructure ETF. As of October 28, 2026, ETF Copilot scores IFRA 4.7 out of 10 — highest on Risk (7.1), lowest on Value (0.4). It trades at 22.3 times earnings, against its own median of 17.8. Its ten largest holdings are 33% of the fund.

What stands out in IFRA's data

U.S. infrastructure companies across real estate and industrial sectors.

Trades at a discount to the category — less of the portfolio's value goes to market price.

Its trailing EBITDA multiple of 14.3x sits below the category median of 18.3x. The fund has also returned 21% over three years, ahead of the 13% category norm.

Adds exposure to U.S. bridges, utilities, and transport assets that underpin the economy.

Why did IFRA move this week? It rose 1.2% in the week to October 28, 2026 — CSX and United Rentals drove it

IFRA rose 1.2% in the week to October 28, 2026. The holdings that moved it most were CSX (+7.4%), United Rentals (+9.9%) and Union Pacific (+3.4%); Carpenter Technology (−23.9%) pushed the other way.

How is IFRA rated? ETF Copilot scores iShares U.S. Infrastructure ETF (IFRA) 4.7 out of 10

As of October 28, 2026, ETF Copilot scores iShares U.S. Infrastructure ETF (IFRA) 4.7 out of 10 overall.

ETF Copilot scores (0–10 scale, higher is better):

  • Overall: 4.7 / 10
  • Growth: 5.0 / 10
  • Value: 0.4 / 10
  • Risk: 7.1 / 10
  • Quality: 4.6 / 10
  • Return: 5.9 / 10

Is IFRA expensive right now? It trades at 22.3 times earnings, against its own median of 17.8

As of October 28, 2026, IFRA is more expensive than 92% of its own last 8 years.

Trailing 12 months, built from IFRA's holdings. How we calculate this →

What's inside IFRA?

What's inside IFRA: Size (Large 68%, Mid 27%, Small 4%); Geography (International 8%, US 93%); Tech 0.7%.

What are IFRA's top holdings? The ten largest are 33% of the fund

Union Pacific, NextEra Energy, CSX, Caterpillar, Quanta Services, Southern, Norfolk Southern, Duke Energy, United Rentals and Williams are IFRA's largest holdings, in that order.

Less concentrated than 84% of Real Estate & Infra ETFs.

Half of IFRA's weight sits in its 19 largest positions, and once those weights are taken into account it behaves like 53 equally weighted holdings.

What is IFRA's expense ratio? 0.30% a year

As of October 28, 2026, IFRA charges 0.30% a year, yields 1.75% and holds $4.0B in assets across 165 positions.

iShares U.S. Infrastructure ETF (IFRA) — cost, income and size
MeasureIFRA
Expense ratio0.30%
Dividend yield1.75%
Assets under management$4.0B
Holdings165

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Cite this

ETF Copilot, “iShares U.S. Infrastructure ETF (IFRA) scores and holdings analysis”, as of October 28, 2026.
https://etf-copilot.com/etf/ifra

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