Compare · 3 funds side by side · dividends reinvested

HVAC, XLI and VOO

HVACAdvisorShares×XLISPDR×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

HVAC, XLI and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.1

State Street Industrial Select Sector SPDR ETFSectors · Industrials0.08%1.10%+11.3%+11.7%+22.8%+12.1%−12.2%17.3%$31.5B1.9

AdvisorShares HVAC and Industrials ETFSectors · Industrials2.06%0.20%+0.5%−5.9%[…][…]−30.7%36.5%$11M3.0

Rank among the three1st → 3rdFee, 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 · XLI 1998 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

HVAC

XLI

State Street Industrial Select Sector SPDR ETF · $31.5B$17,687

$10,000 five years ago, dividends reinvested · they hold 21.1% in common

HVACMeasureXLI

+0.5%Year to dateJan 1 → Nov 3+11.3%

−5.9%1 yearTotal return+11.7%

[…]3 years · per year$10,000 became […] · $18,519+22.8%

[…]5 years · per year$10,000 became […] · $17,687+12.1%

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

0.20%Trailing 12-mo yield$20 · $110 a year on $10k1.10%

−30.7%Worst dropSmaller is better−12.2%

36.5%VolatilityLower is calmer17.3%

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

0–6XLI 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 XLI: Top 5 Holdings

Today

HVAC

26.8%in top 5

XLI

in top 524.2%

HVACStockXLI

6.1%AMEnot top 5

not top 5GE6.0%

not top 5CAT5.5%

5.3%HTHIYnot top 5

5.2%JCInot top 5

5.1%JBLnot top 5

5.1%APHnot top 5

not top 5RTX5.0%

not top 5GEV4.4%

not top 5UNP3.3%

Held in common21.1%

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

HVAC vs XLI Returns, Every Period

AdvisorSharesHVAC

−5.9%

past year

XLISPDR

+11.7%

past year

HVACXLIFaded: behind in that period

0–2XLI wins

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

HVAC vs XLI

YTD

AdvisorSharesHVAC

+0.5%

XLISPDR

+11.3%

+0.5%Year to date+11.3%

−30.7%Worst drop · 1Y−12.2%

36.5%Volatility · 1Y17.3%

0.2%Yield1.1%

$11.4MAssets$31.5B

4–0XLI wins

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

Cost, Income and Risk

Fees: HVAC, XLI, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XLI0.08%$8

HVAC2.06%$206

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

Yields: HVAC, XLI, VOO

1.10%highest, XLI

FundTrailing yieldYield$10k

XLI1.10%$110

VOO1.07%$107

HVAC0.20%$20

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

XLI$110 − $8 = $102

HVAC$20 − $206 = −$186

KeptFee

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

Overlap: HVAC, XLI, VOO

Today

21.1%most shared, HVAC and XLI

HVACXLIVOO

HVAC—21.1%2.2%

XLI21.1%—8.1%

VOO2.2%8.1%—

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

Return vs Bumpiness: 3 ETFs

+11.9%VOO, at 12.7% volatility

VOOWorst drop−8.9%12.7% vol

XLIWorst drop−12.2%17.3% 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

XLIVOO

+11.3%Year to date+11.5%

1.1%Yield1.1%

+11.7%Past year+11.9%

0.08%Fee0.03%

3–0VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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