Compare · 2 funds side by side · dividends reinvested

AIRR and HVAC

AIRRFirst Trust×HVACAdvisorShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,885AIRR · best of the two

02 / 04

AIRR and HVAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust RBA American Industrial RenaissanceTM ETFSectors · Industrials0.69%0.10%−7.8%−7.6%+24.0%+15.9%−32.0%29.6%$8.6B1.1

AdvisorShares HVAC and Industrials ETFSectors · Industrials2.06%0.23%−13.0%−16.3%[…][…]−37.6%37.8%$11M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AIRR 2014 · HVAC 2025

Head to Head

Swap sides Versus in desk

Head to Head

First Trust RBA American Industrial RenaissanceTM ETF · $8.6B$20,885

AIRR

HVAC

AdvisorShares HVAC and Industrials ETF · $11M[…]

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

AIRRMeasureHVAC

−7.8%Year to dateJan 1 → Nov 5−13.0%

−7.6%1 yearTotal return−16.3%

+24.0%3 years · per year$10,000 became $19,074 · […][…]

+15.9%5 years · per year$10,000 became $20,885 · […][…]

0.69%Expense ratio$69 · $206 a year on $10k · lower is better2.06%

0.10%Trailing 12-mo yield$10 · $23 a year on $10k0.23%

−32.0%Worst dropSmaller is better−37.6%

29.6%VolatilityLower is calmer37.8%

AIRRHVAC Winner of the row, in its colourEach row: the bigger of the two fills its side

5–1AIRR wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIRR vs HVAC: Top 5 Holdings

Today

AIRR

18.3%in top 5

HVAC

in top 527.2%

AIRRStockHVAC

not top 5AME6.2%

not top 5HTHIY5.5%

not top 5EMR5.3%

not top 5APH5.2%

not top 5JBL5.1%

4.2%NXTnot top 5

3.6%CHRWnot top 5

3.6%OCnot top 5

3.4%HIInot top 5

3.4%HRInot top 5

Held in common4.0%

End-of-day Nov 5, 2026 · share of each fund

AIRR vs HVAC Returns, Every Period

First TrustAIRR

−7.6%

past year

HVACAdvisorShares

−16.3%

past year

AIRRHVACFaded: behind in that period

2–0AIRR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

AIRR vs HVAC

YTD

First TrustAIRR

−7.8%

HVACAdvisorShares

−13.0%

−7.8%Year to date−13.0%

−32.0%Worst drop · 1Y−37.6%

29.6%Volatility · 1Y37.8%

0.1%Yield0.2%

$8.6BAssets$11.0M

3–1AIRR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIRR, HVAC

Today

0.69%lowest, AIRR

FundExpense ratioFee$10k

AIRR0.69%$69

HVAC2.06%$206

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AIRR, HVAC

0.23%highest, HVAC

FundTrailing yieldYield$10k

HVAC0.23%$23

AIRR0.10%$10

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$59most kept, AIRR

AIRR$10 − $69 = −$59

HVAC$23 − $206 = −$183

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AIRR, HVAC

Today

4.0%most shared, AIRR and HVAC

AIRRHVAC

AIRR—4.0%

HVAC4.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−7.6%AIRR, at 29.6% volatility

AIRRWorst drop−32.0%29.6% vol

HVACWorst drop−37.6%37.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

HVACAIRR

−13.0%Year to date−7.8%

0.2%Yield0.1%

−16.3%Past year−7.6%

2.06%Fee0.69%

3–1AIRR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026