Compare · 2 funds side by side · dividends reinvested

HVAC and AIRR

HVACAdvisorShares×AIRRFirst Trust×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$23,574AIRR · best of the two

02 / 04

HVAC and AIRR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust RBA American Industrial RenaissanceTM ETFSectors · Industrials0.69%0.09%+3.5%+1.8%+29.6%+18.7%−28.2%28.4%$8.5B1.1

AdvisorShares HVAC and Industrials ETFSectors · Industrials2.06%0.20%+0.5%−5.9%[…][…]−30.7%36.5%$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 3, 2026 · returns include dividends · since: HVAC 2025 · AIRR 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

HVAC

AIRR

First Trust RBA American Industrial RenaissanceTM ETF · $8.5B$23,574

$10,000 five years ago, dividends reinvested · they hold 4.8% in common

HVACMeasureAIRR

+0.5%Year to dateJan 1 → Nov 3+3.5%

−5.9%1 yearTotal return+1.8%

[…]3 years · per year$10,000 became […] · $21,757+29.6%

[…]5 years · per year$10,000 became […] · $23,574+18.7%

2.06%Expense ratio$206 · $69 a year on $10k · lower is better0.69%

0.20%Trailing 12-mo yield$20 · $9 a year on $10k0.09%

−30.7%Worst dropSmaller is better−28.2%

36.5%VolatilityLower is calmer28.4%

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

1–5AIRR wins

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

More Ways to See the Pairs

HVAC vs AIRR: Top 5 Holdings

Today

HVAC

26.8%in top 5

AIRR

in top 517.6%

HVACStockAIRR

6.1%AMEnot top 5

5.3%HTHIYnot top 5

5.2%JCInot top 5

5.1%JBLnot top 5

5.1%APHnot top 5

not top 5KRMN3.7%

not top 5HII3.5%

not top 5HRI3.5%

not top 5KTOS3.5%

not top 5OC3.3%

Held in common4.8%

End-of-day Nov 3, 2026 · share of each fund

HVAC vs AIRR Returns, Every Period

AdvisorSharesHVAC

−5.9%

past year

AIRRFirst Trust

+1.8%

past year

HVACAIRRFaded: behind in that period

0–2AIRR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

HVAC vs AIRR

YTD

AdvisorSharesHVAC

+0.5%

AIRRFirst Trust

+3.5%

+0.5%Year to date+3.5%

−30.7%Worst drop · 1Y−28.2%

36.5%Volatility · 1Y28.4%

0.2%Yield0.1%

$11.4MAssets$8.5B

3–1AIRR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HVAC, AIRR

Today

0.69%lowest, AIRR

FundExpense ratioFee$10k

AIRR0.69%$69

HVAC2.06%$206

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: HVAC, AIRR

0.20%highest, HVAC

FundTrailing yieldYield$10k

HVAC0.20%$20

AIRR0.09%$9

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$60most kept, AIRR

AIRR$9 − $69 = −$60

HVAC$20 − $206 = −$186

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: HVAC, AIRR

Today

4.8%most shared, HVAC and AIRR

HVACAIRR

HVAC—4.8%

AIRR4.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.8%AIRR, at 28.4% volatility

AIRRWorst drop−28.2%28.4% vol

HVACWorst drop−30.7%36.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

HVACAIRR

+0.5%Year to date+3.5%

0.2%Yield0.1%

−5.9%Past year+1.8%

2.06%Fee0.69%

3–1AIRR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026