Infrastructure ETFs in the reshoring trade
Companies that build and run roads, utilities, ports and networks. Driven by government infrastructure spending, and interest rates.
10ETFs in this category
$33.4bnmoney in them
47.2%of the reshoring trade’s money
PAVElargest unleveraged ETF, 42.2%
How they did, to Nov 2, 2026
| 1 month | YTD | 12 months | |
|---|---|---|---|
| Category median | +6.6% | +12.4% | +12.3% |
| Its story | −0.4% | +8.4% | +13.6% |
| Broad US ETFs | −2.5% | +11.5% | +11.8% |
Every ETF here, largest first
| # | ETF | Name | Assets | Share | 12 months | Fee |
|---|---|---|---|---|---|---|
| 1 | PAVE | Global X U.S. Infrastructure Development ETF | $14.1bn | 42.2% | +13.8% | 0.47% |
| 2 | IGF | iShares Global Infrastructure ETF | $10.9bn | 32.5% | +11.2% | 0.37% |
| 3 | IFRA | iShares U.S. Infrastructure ETF | $4.1bn | 12.2% | +13.4% | 0.30% |
| 4 | NFRA | Northern Trust STOXX Global Broad Infrastructure ETF | $3.0bn | 9.1% | +9.3% | 0.47% |
| 5 | GII | SPDR S&P Global Infrastructure ETF | $962m | 2.9% | +11.2% | 0.40% |
| 6 | TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | $172m | 0.5% | +15.8% | 0.46% |
| 7 | NFRX | Harrison Street Infrastructure Active ETF | $115m | 0.3% | – | 0.80% |
| 8 | CSIO | Cohen & Steers Infrastructure Opportunities Active ETF | $52m | 0.2% | – | 0.65% |
| 9 | NUIF | Nuveen US Infrastructure ETF | $25m | 0.1% | – | 0.55% |
| 10 | MGIN | Man Active Global Infrastructure ETF | $10m | 0.0% | – | 0.75% |
Other categories in the reshoring trade
Common questions
Which ETFs are infrastructure ETFs?10 US ETFs sit in this category of the reshoring trade. Companies that build and run roads, utilities, ports and networks. Driven by government infrastructure spending, and interest rates.
What is the largest infrastructure ETF?PAVE, Global X U.S. Infrastructure Development ETF, with $14.1bn, 42.2% of the category's money.
How have infrastructure ETFs performed?The median unleveraged ETF here returned +12.3% over the last 12 months to Nov 2, 2026, against +11.8% for broad US ETFs. Past performance, not a forecast.