Broad Industrials Are Fine. This Infrastructure Fund Rode the AI Build-Out to 28%

The Industrial Select Sector SPDR Fund (NYSEARCA:XLI) is the default way most investors own U.S. industrials. It holds the industrial names in the S&P 500, providing broad exposure to aerospace, machinery, railroads, and defense at a low cost. XLI has done its job over the last year, returning 24.05% through July 7, 2026. The trouble ... Broad Industrials Are Fine. This Infrastructure Fund Rode the AI Build-Out to 28%