IFRA invests in listed infrastructure companies in developed markets: utilities, toll roads, airports, pipelines and towers. It charges 0.20% a year, has $2.1b invested and returned +5.3% over the past year. The most similar ETF is GLIN, which overlaps with it by about 98%.
📅 As at 30 September 2026: fee, size and 1-year return from the TMX Australia funds report; holdings and overlap from IFRA’s published holdings as at 30 October 2026.
Is it a good time to buy IFRA?
Nobody can time the market perfectly, but you can check the trend before you buy. Here’s where IFRA stands right now.
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| Net flow, September | +$56m |
| Net flow, 2026 so far | +$399m |
| Average month in 2026 | +$44m |
Week to 23 October: top 10 for inflows on the ASX (+$61m).
Is the whole market risk on, caution or risk off this week? Members see it every Sunday, with the core ETF check-up.
🔒 See it free for 30 days →IFRA is in a base. Prices moving sideways can be a time to build a position gradually and watch which way the trend breaks. There’s no rush either way.
General information only, not a recommendation to buy or sell IFRA. Whether it suits you depends on your goals and the rest of your portfolio. Trend updated weekly; flows from the TMX Australia funds report (September 2026) and the Global X weekly market monitor. See every ETF’s trend in the ETF trend scanner, or read when to buy an ETF.
What is IFRA?
Index: FTSE Developed Core Infrastructure 50/50 Index (hedged into Australian dollars) · Issuer: VanEck · Exchange: ASX
Top 10 holdings
The 10 largest companies make up 35% of IFRA.
| # | Company | Weight | |
|---|---|---|---|
| 1 | Aena SME SAIndustrials | 4.88% | |
| 2 | NextEra Energy Capital Holdings IncUtilities | 4.78% | |
| 3 | Transurban GroupIndustrials | 4.75% | |
| 4 | Union Pacific CorpIndustrials | 3.96% | |
| 5 | Southern Co/TheUtilities | 3.28% | |
| 6 | Duke Energy CorpUtilities | 3.02% | |
| 7 | Enbridge IncEnergy | 2.77% | |
| 8 | National Grid PLCUtilities | 2.57% | |
| 9 | Auckland International Airport LtdIndustrials | 2.46% | |
| 10 | Williams Cos Inc/TheEnergy | 2.28% |
Sector breakdown
ETFs most similar to IFRA
How much each ETF’s holdings overlap with IFRA, by weight. High overlap means owning both mostly doubles up.
| ETF | Overlap | |
|---|---|---|
| GLINiShares Ftse Gbl Infrastructure (Aud Hedged) ETF | 98% | Compare in calculator → |
| VBLDVanguard Global Infrastructure Index ETF | 85% | Compare in calculator → |
| ZYUSGlobal X S&P 500 High Yield Low Volatility ETF | 15% | Compare in calculator → |
| FUELBetashares Global Energy Comp Currency Hedged ETF | 13% | Compare in calculator → |
| PAVEGlobal X Us Infrastructure Development ETF | 9% | Compare in calculator → |
| VMINVanguard Global Minimum Volatility Active ETF | 8% | Compare in calculator → |
Core or satellite?
SATELLITE Property & infrastructure
IFRA is a satellite: an infrastructure tilt. Some investors use it as a defensive slice. In our approach, satellites are bought when they break out of a base into an uptrend, kept to a small slice of the portfolio, and sold with a stop loss. Read more in core and satellite investing.
Read more: ETFs for retirement
IFRA FAQs
Is IFRA a good ETF?
IFRA is a low-cost, diversified infrastructure ETF. It tends to be steadier than general shares but can lag in strong growth markets. Whether it suits you depends on your goals and the rest of your portfolio.
What does IFRA invest in?
IFRA invests in listed infrastructure companies in developed markets: utilities, toll roads, airports, pipelines and towers. Its largest holdings are Aena SME SA, NextEra Energy Capital Holdings Inc, Transurban Group, and its biggest sector is utilities at about 49%.
What ETFs are similar to IFRA?
The ETFs with the most overlap with IFRA are GLIN (about 98%) and VBLD (about 85%). Use the free ETF overlap calculator to check your own mix.
Should I own IFRA and GLIN together?
Usually there is little point: their holdings overlap by about 98%, so owning both mostly doubles up.
Fee, size and returns: TMX Australia Funds Report to 30 September 2026; returns are total returns, 5-year figure is cumulative. Holdings from VanEck as at 30 October 2026. Chart: TradingView. General information only, not a recommendation to buy or sell IFRA. Consider the PDS and TMD before investing.