Compare · 2 funds side by side · dividends reinvested

VIS and HVAC

VISVanguard×HVACAdvisorShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,523VIS · best of the two

02 / 04

VIS and HVAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Industrials ETFSectors · Industrials0.09%0.94%+9.6%+9.7%+21.8%+11.9%−12.5%18.3%$8.0B1.0

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: VIS 2004 · HVAC 2025

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Industrials ETF · $8.0B$17,523

VIS

HVAC

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

$10,000 five years ago, dividends reinvested · they hold 18.5% in common

VISMeasureHVAC

+9.6%Year to dateJan 1 → Nov 4−5.2%

+9.7%1 yearTotal return−11.1%

+21.8%3 years · per year$10,000 became $18,083 · […][…]

+11.9%5 years · per year$10,000 became $17,523 · […][…]

0.09%Expense ratio$9 · $206 a year on $10k · lower is better2.06%

0.94%Trailing 12-mo yield$94 · $22 a year on $10k0.21%

−12.5%Worst dropSmaller is better−32.0%

18.3%VolatilityLower is calmer36.9%

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

6–0VIS wins

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

More Ways to See the Pairs

VIS vs HVAC: Top 5 Holdings

Today

VIS

20.5%in top 5

HVAC

in top 526.7%

VISStockHVAC

not top 5AME6.1%

5.6%CATnot top 5

not top 5APH5.2%

not top 5FIX5.1%

not top 5HTHIY5.1%

not top 5JCI5.1%

4.9%GEnot top 5

3.8%GEVnot top 5

3.7%RTXnot top 5

2.5%ETNnot top 5

Held in common18.5%

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

VIS vs HVAC Returns, Every Period

VanguardVIS

+9.7%

past year

HVACAdvisorShares

−11.1%

past year

VISHVACFaded: behind in that period

2–0VIS wins

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

VIS vs HVAC

YTD

VanguardVIS

+9.6%

HVACAdvisorShares

−5.2%

+9.6%Year to date−5.2%

−12.5%Worst drop · 1Y−32.0%

18.3%Volatility · 1Y36.9%

0.9%Yield0.2%

$8.0BAssets$11.0M

4–0VIS wins

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

Cost, Income and Risk

Fees: VIS, HVAC

Today

0.09%lowest, VIS

FundExpense ratioFee$10k

VIS0.09%$9

HVAC2.06%$206

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

Yields: VIS, HVAC

0.94%highest, VIS

FundTrailing yieldYield$10k

VIS0.94%$94

HVAC0.21%$22

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

Income After Fees on $10,000

$85most kept, VIS

VIS$94 − $9 = $85

HVAC$22 − $206 = −$185

KeptFee

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

Overlap: VIS, HVAC

Today

18.5%most shared, VIS and HVAC

VISHVAC

VIS—18.5%

HVAC18.5%—

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

Return vs Bumpiness: 2 ETFs

+9.7%VIS, at 18.3% volatility

VISWorst drop−12.5%18.3% 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

VISHVAC

+9.6%Year to date−5.2%

0.9%Yield0.2%

+9.7%Past year−11.1%

0.09%Fee2.06%

4–0VIS 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026