AIRR vs HVAC

AAIRR

BHVAC

Measures won3–1AIRR wins · of 6 · 5Y

$10,000 · 5Y$20,885AIRR

Lowest cost0.69%AIRR · $69 on $10k

Most income0.23%HVAC · $23 on $10k

Smallest drop−32.0%AIRR · worst fall in 1Y

Held in common4.0%AIRR and HVAC

AIRR

HVAC

First Trust RBA American Industrial RenaissanceTM ETF · $8.6BAdvisorShares HVAC and Industrials ETF · $11M

+24.0%3 years · per year$19,074 · […][…]

+15.9%5 years · per year$20,885 · […][…]

0.69%Expense ratio$69 · $206 on $10k · lower wins2.06%

0.10%12-mo yield$10 · $23 on $10k0.23%

−32.0%Worst dropSmaller wins−37.6%

29.6%VolatilityLower wins37.8%

3–1AIRR wins

$10,000 · 5 yearsOne scale

Shared top holdingsAIRR · HVAC

2.2%STRL2.4%

1.1%IESC3.5%

0.7%LGN1.8%

Held in common4.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AAIRR	First Trust RBA American Industrial RenaissanceTM ETFRead Desk		0.69%	0.10%	−7.0%	−7.8%	−7.6%	+24.0%	+15.9%	−32.0%	$8.6B
2	BHVAC	AdvisorShares HVAC and Industrials ETFRead Desk		2.06%	0.23%	−8.2%	−13.0%	−16.3%	new	new	−37.6%	$11M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAIRR	First Trust RBA American Industrial RenaissanceTM ETFRead Desk		0.69%	0.10%	−7.0%	−7.8%	−7.6%	+24.0%	+15.9%	−32.0%	$8.6B
2	BHVAC	AdvisorShares HVAC and Industrials ETFRead Desk		2.06%	0.23%	−8.2%	−13.0%	−16.3%	new	new	−37.6%	$11M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AIRR vs HVAC

AIRR

First Trust RBA American Industrial RenaissanceTM

$20,885

HVAC

AdvisorShares HVAC and Industrials

[…]

MeasureAIRRHVAC

Fee0.69%2.06%

Cost on $10k a year$69$206

Yield0.10%0.23%

5 years, per year+15.9%[…]

3 years, per year+24.0%[…]

Worst drop · 1Y−32.0%−37.6%

Volatility · 1Y29.6%37.8%

3–1measures won
AIRR first

4.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: AIRR, HVAC

Today

4.0%most shared, AIRR and HVAC

AIRRHVAC

AIRR—4.0%

HVAC4.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$59most kept, AIRR

AIRR$10 − $69 = −$59

HVAC$23 − $206 = −$183

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee