Should You Invest in the iShares U.S. Infrastructure ETF (IFRA)?

Core Viewpoint - The iShares U.S. Infrastructure ETF (IFRA) is a passively managed fund that provides broad exposure to the Utilities - Infrastructure segment, making it an attractive option for long-term investors due to its low costs and transparency [1][2]. Group 1: Fund Overview - IFRA was launched on April 3, 2018, and has accumulated over $2.75 billion in assets, positioning it as one of the larger ETFs in the Utilities - Infrastructure segment [3]. - The ETF aims to match the performance of the NYSE FACTSET U.S. INFRASTRUCTURE INDEX, which includes U.S. companies with infrastructure exposure that may benefit from increased domestic infrastructure activities [4]. Group 2: Cost Structure - The annual operating expense ratio for IFRA is 0.3%, making it one of the more cost-effective options in the ETF space [5]. - The ETF has a 12-month trailing dividend yield of 1.82% [5]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation in the Utilities sector, comprising approximately 41.7% of the portfolio, followed by Industrials and Materials [6]. - New Fortress Energy Inc Class A (NFE) represents about 0.92% of total assets, with the top 10 holdings accounting for approximately 5.57% of total assets under management [7]. Group 4: Performance Metrics - Year-to-date, IFRA has increased by roughly 11.41%, and it has risen approximately 13.67% over the last 12 months as of July 29, 2025 [8]. - The ETF has traded between $40.97 and $51.71 in the past 52 weeks, with a beta of 0.97 and a standard deviation of 18.12% over the trailing three-year period [8]. Group 5: Alternatives - IFRA holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected asset class return, expense ratio, and momentum [9]. - Other ETFs in the infrastructure space include iShares Global Infrastructure ETF (IGF) and Global X U.S. Infrastructure Development ETF (PAVE), with assets of $7.56 billion and $9.25 billion respectively [11].