Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
AIRR vs GDX: how they differ
AIRR and GDX hold 0% of their weight in the same names, and GDX returned more over the year.
First Trust RBA American Industrial Renaissance ETF and VanEck Gold Miners ETF.
0% of the two portfolios are the same securities at the same weight.
| AIRR First Trust RBA American Industrial Renaissance ETF | GDX VanEck Gold Miners ETF | |
|---|---|---|
| Where it sits | Thematic ETF | Thematic ETF |
| Issuer | First Trust | VanEck |
| What it is | Reshoring and manufacturing | Miners and metals |
| Total return, 1 year | +15.0% | +40.2% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −2.5 pts | +22.7 pts |
| Expense ratio | 0.69% | 0.51% |
| Already in the S&P 500 | 5.5% | 11.0% |
| Holdings | 58 | 59 |
AIRR in plain words
By weight, 6% of AIRR's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 100%. The top ten holdings are 30% of the fund across 58 positions, as published by its issuer for Sep 10, 2026. Over the year to Sep 11, 2026 the fund returned +15.0% with distributions reinvested against +17.5% for the S&P 500, so a holder was behind by 2.5 pts. It sits 19.5% below its all-time high of Jun 22, 2026.
GDX in plain words
By weight, 11% of GDX's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 100%. The top ten holdings are 58% of the fund across 59 positions, as published by its issuer for Sep 10, 2026. Over the year to Sep 11, 2026 the fund returned +40.2% with distributions reinvested against +17.5% for the S&P 500, so a holder was ahead by 22.7 pts. It sits 16.2% below its all-time high of Feb 27, 2026.
Questions people ask
- Which returned more over the last year, AIRR or GDX?
- In the year to Sep 12, 2026, with distributions reinvested, AIRR returned +15.0% and GDX returned +40.2%, so GDX returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, AIRR or GDX?
- AIRR charges 0.69% a year and GDX charges 0.51%, so GDX is cheaper. Fees come from each fund's prospectus.
- How much do AIRR and GDX overlap with the S&P 500?
- By their latest filed holdings, 6% of AIRR and 11% of GDX by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.
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Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, AIRR against GDX, data as of Sep 12, 2026. https://etfiq.com/compare/any/AIRR-GDX Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources