Compare · 2 funds side by side · dividends reinvested

HVAC and FIDU

HVACAdvisorShares×FIDUFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,532FIDU · best of the two

02 / 04

HVAC and FIDU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Industrials Index ETFSectors · Industrials0.08%0.92%+9.5%+9.4%+21.6%+11.9%−12.4%18.4%$2.3B1.0

AdvisorShares HVAC and Industrials ETFSectors · Industrials2.06%0.21%−5.2%−11.1%[…][…]−32.0%36.9%$11M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: HVAC 2025 · FIDU 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

HVAC

FIDU

Fidelity MSCI Industrials Index ETF · $2.3B$17,532

$10,000 five years ago, dividends reinvested · they hold 16.5% in common

HVACMeasureFIDU

−5.2%Year to dateJan 1 → Nov 4+9.5%

−11.1%1 yearTotal return+9.4%

[…]3 years · per year$10,000 became […] · $17,986+21.6%

[…]5 years · per year$10,000 became […] · $17,532+11.9%

2.06%Expense ratio$206 · $8 a year on $10k · lower is better0.08%

0.21%Trailing 12-mo yield$22 · $92 a year on $10k0.92%

−32.0%Worst dropSmaller is better−12.4%

36.9%VolatilityLower is calmer18.4%

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

0–6FIDU wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HVAC vs FIDU: Top 5 Holdings

Today

HVAC

26.7%in top 5

FIDU

in top 519.6%

HVACStockFIDU

6.1%AMEnot top 5

5.2%APHnot top 5

5.1%FIXnot top 5

5.1%HTHIYnot top 5

5.1%JCInot top 5

not top 5GE4.9%

not top 5CAT4.3%

not top 5RTX4.1%

not top 5GEV3.7%

not top 5UNP2.7%

Held in common16.5%

End-of-day Nov 4, 2026 · share of each fund

HVAC vs FIDU Returns, Every Period

AdvisorSharesHVAC

−11.1%

past year

FIDUFidelity

+9.4%

past year

HVACFIDUFaded: behind in that period

0–2FIDU wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

HVAC vs FIDU

YTD

AdvisorSharesHVAC

−5.2%

FIDUFidelity

+9.5%

−5.2%Year to date+9.5%

−32.0%Worst drop · 1Y−12.4%

36.9%Volatility · 1Y18.4%

0.2%Yield0.9%

$11.4MAssets$2.3B

4–0FIDU wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HVAC, FIDU

Today

0.08%lowest, FIDU

FundExpense ratioFee$10k

FIDU0.08%$8

HVAC2.06%$206

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HVAC, FIDU

0.92%highest, FIDU

FundTrailing yieldYield$10k

FIDU0.92%$92

HVAC0.21%$22

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$84most kept, FIDU

FIDU$92 − $8 = $84

HVAC$22 − $206 = −$185

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HVAC, FIDU

Today

16.5%most shared, HVAC and FIDU

HVACFIDU

HVAC—16.5%

FIDU16.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.4%FIDU, at 18.4% volatility

FIDUWorst drop−12.4%18.4% vol

HVACWorst drop−32.0%36.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FIDUHVAC

+9.5%Year to date−5.2%

0.9%Yield0.2%

+9.4%Past year−11.1%

0.08%Fee2.06%

4–0FIDU wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026