Compare · 2 funds side by side · dividends reinvested

HVAC and IYT

HVACAdvisorShares×IYTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,909IYT · best of the two

02 / 04

HVAC and IYT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Transportation ETFSectors · Industrials0.37%0.92%+11.8%+15.4%+17.4%+5.2%−12.6%20.1%$2.0B1.0

AdvisorShares HVAC and Industrials ETFSectors · Industrials2.06%0.20%+0.5%−5.9%[…][…]−30.7%36.5%$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 3, 2026 · returns include dividends · since: HVAC 2025 · IYT 2003

Head to Head

Swap sides Versus in desk

Head to Head

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

HVAC

IYT

iShares U.S. Transportation ETF · $2.0B$12,909

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

HVACMeasureIYT

+0.5%Year to dateJan 1 → Nov 3+11.8%

−5.9%1 yearTotal return+15.4%

[…]3 years · per year$10,000 became […] · $16,174+17.4%

[…]5 years · per year$10,000 became […] · $12,909+5.2%

2.06%Expense ratio$206 · $37 a year on $10k · lower is better0.37%

0.20%Trailing 12-mo yield$20 · $92 a year on $10k0.92%

−30.7%Worst dropSmaller is better−12.6%

36.5%VolatilityLower is calmer20.1%

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

0–6IYT 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 IYT: Top 5 Holdings

Today

HVAC

26.8%in top 5

IYT

in top 552.2%

HVACStockIYT

not top 5UNP18.7%

not top 5UBER13.8%

not top 5CSX10.0%

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 5UPS4.9%

not top 5NSC4.8%

Held in common0.0%

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

HVAC vs IYT Returns, Every Period

AdvisorSharesHVAC

−5.9%

past year

IYTiShares

+15.4%

past year

HVACIYTFaded: behind in that period

0–2IYT wins

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

HVAC vs IYT

YTD

AdvisorSharesHVAC

+0.5%

IYTiShares

+11.8%

+0.5%Year to date+11.8%

−30.7%Worst drop · 1Y−12.6%

36.5%Volatility · 1Y20.1%

0.2%Yield0.9%

$11.4MAssets$2.0B

4–0IYT wins

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

Cost, Income and Risk

Fees: HVAC, IYT

Today

0.37%lowest, IYT

FundExpense ratioFee$10k

IYT0.37%$37

HVAC2.06%$206

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

Yields: HVAC, IYT

0.92%highest, IYT

FundTrailing yieldYield$10k

IYT0.92%$92

HVAC0.20%$20

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

Income After Fees on $10,000

$55most kept, IYT

IYT$92 − $37 = $55

HVAC$20 − $206 = −$186

KeptFee

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

Overlap: HVAC, IYT

Today

0.0%most shared, HVAC and IYT

HVACIYT

HVAC—0.0%

IYT0.0%—

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

Return vs Bumpiness: 2 ETFs

+15.4%IYT, at 20.1% volatility

IYTWorst drop−12.6%20.1% 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

IYTHVAC

+11.8%Year to date+0.5%

0.9%Yield0.2%

+15.4%Past year−5.9%

0.37%Fee2.06%

4–0IYT 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