Compare · 2 funds side by side · dividends reinvested

HVAC and VIG

HVACAdvisorShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,495VIG · best of the two

02 / 04

HVAC and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.0

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

HVAC

VIG

Vanguard Dividend Appreciation ETF · $109B$16,495

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

HVACMeasureVIG

+0.5%Year to dateJan 1 → Nov 3+14.0%

−5.9%1 yearTotal return+15.9%

[…]3 years · per year$10,000 became […] · $17,369+20.2%

[…]5 years · per year$10,000 became […] · $16,495+10.5%

2.06%Expense ratio$206 · $4 a year on $10k · lower is better0.04%

0.20%Trailing 12-mo yield$20 · $147 a year on $10k1.47%

−30.7%Worst dropSmaller is better−7.9%

36.5%VolatilityLower is calmer10.0%

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

0–6VIG 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 VIG: Top 5 Holdings

Today

HVAC

26.8%in top 5

VIG

in top 522.1%

HVACStockVIG

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 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common1.6%

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

HVAC vs VIG Returns, Every Period

AdvisorSharesHVAC

−5.9%

past year

VIGVanguard

+15.9%

past year

HVACVIGFaded: behind in that period

0–2VIG wins

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

Sector vs Income: HVAC vs VIG

YTD

AdvisorSharesHVAC

+0.5%

VIGVanguard

+14.0%

+0.5%Year to date+14.0%

−30.7%Worst drop · 1Y−7.9%

36.5%Volatility · 1Y10.0%

0.2%Yield1.5%

$11.4MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: HVAC, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

HVAC2.06%$206

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

Yields: HVAC, VIG

1.47%highest, VIG

FundTrailing yieldYield$10k

VIG1.47%$147

HVAC0.20%$20

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

Income After Fees on $10,000

$143most kept, VIG

VIG$147 − $4 = $143

HVAC$20 − $206 = −$186

KeptFee

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

Overlap: HVAC, VIG

Today

1.6%most shared, HVAC and VIG

HVACVIG

HVAC—1.6%

VIG1.6%—

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

Return vs Bumpiness: 2 ETFs

+15.9%VIG, at 10.0% volatility

VIGWorst drop−7.9%10.0% 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

VIGHVAC

+14.0%Year to date+0.5%

1.5%Yield0.2%

+15.9%Past year−5.9%

0.04%Fee2.06%

4–0VIG 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

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO 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