Compare · 2 funds side by side · dividends reinvested

HVAC and VIS

HVACAdvisorShares×VISVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,482VIS · best of the two

02 / 04

HVAC and VIS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Industrials ETFSectors · Industrials0.09%0.93%+10.9%+10.4%+22.8%+11.8%−12.5%18.3%$8.0B1.0

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 · VIS 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

HVAC

VIS

Vanguard Industrials ETF · $8.0B$17,482

$10,000 five years ago, dividends reinvested · they hold 18.4% in common

HVACMeasureVIS

+0.5%Year to dateJan 1 → Nov 3+10.9%

−5.9%1 yearTotal return+10.4%

[…]3 years · per year$10,000 became […] · $18,511+22.8%

[…]5 years · per year$10,000 became […] · $17,482+11.8%

2.06%Expense ratio$206 · $9 a year on $10k · lower is better0.09%

0.20%Trailing 12-mo yield$20 · $93 a year on $10k0.93%

−30.7%Worst dropSmaller is better−12.5%

36.5%VolatilityLower is calmer18.3%

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

0–6VIS 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 VIS: Top 5 Holdings

Today

HVAC

26.8%in top 5

VIS

in top 520.5%

HVACStockVIS

6.1%AMEnot top 5

not top 5CAT5.6%

5.3%HTHIYnot top 5

5.2%JCInot top 5

5.1%JBLnot top 5

5.1%APHnot top 5

not top 5GE4.9%

not top 5GEV3.8%

not top 5RTX3.7%

not top 5ETN2.5%

Held in common18.4%

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

HVAC vs VIS Returns, Every Period

AdvisorSharesHVAC

−5.9%

past year

VISVanguard

+10.4%

past year

HVACVISFaded: behind in that period

0–2VIS wins

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

HVAC vs VIS

YTD

AdvisorSharesHVAC

+0.5%

VISVanguard

+10.9%

+0.5%Year to date+10.9%

−30.7%Worst drop · 1Y−12.5%

36.5%Volatility · 1Y18.3%

0.2%Yield0.9%

$11.4MAssets$8.0B

4–0VIS wins

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

Cost, Income and Risk

Fees: HVAC, VIS

Today

0.09%lowest, VIS

FundExpense ratioFee$10k

VIS0.09%$9

HVAC2.06%$206

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

Yields: HVAC, VIS

0.93%highest, VIS

FundTrailing yieldYield$10k

VIS0.93%$93

HVAC0.20%$20

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

Income After Fees on $10,000

$84most kept, VIS

VIS$93 − $9 = $84

HVAC$20 − $206 = −$186

KeptFee

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

Overlap: HVAC, VIS

Today

18.4%most shared, HVAC and VIS

HVACVIS

HVAC—18.4%

VIS18.4%—

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

Return vs Bumpiness: 2 ETFs

+10.4%VIS, at 18.3% volatility

VISWorst drop−12.5%18.3% 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

VISHVAC

+10.9%Year to date+0.5%

0.9%Yield0.2%

+10.4%Past year−5.9%

0.09%Fee2.06%

4–0VIS 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