HVAC vs FIDU

AHVAC

BFIDU

Measures won0–4FIDU wins · of 6 · 5Y

$10,000 · 5Y$17,532FIDU

Lowest cost0.08%FIDU · $8 on $10k

Most income0.92%FIDU · $92 on $10k

Smallest drop−12.4%FIDU · worst fall in 1Y

Held in common16.5%HVAC and FIDU

HVAC

FIDU

AdvisorShares HVAC and Industrials ETF · $11MFidelity MSCI Industrials Index ETF · $2.3B

[…]3 years · per year[…] · $17,986+21.6%

[…]5 years · per year[…] · $17,532+11.9%

2.06%Expense ratio$206 · $8 on $10k · lower wins0.08%

0.21%12-mo yield$22 · $92 on $10k0.92%

−32.0%Worst dropSmaller wins−12.4%

36.9%VolatilityLower wins18.4%

0–4FIDU wins

$10,000 · 5 yearsOne scale

Shared top holdingsHVAC · FIDU

3.5%GEV3.7%

2.8%PH1.8%

2.8%PWR1.5%

4.8%EMR1.4%

Held in common16.5%

End-of-day Nov 4, 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	BFIDU	Fidelity MSCI Industrials Index ETFRead Desk		0.08%	0.92%	−1.3%	+9.5%	+9.4%	+21.6%	+11.9%	−12.4%	$2.3B
2	AHVAC	AdvisorShares HVAC and Industrials ETFRead Desk		2.06%	0.21%	−5.7%	−5.2%	−11.1%	new	new	−32.0%	$11M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFIDU	Fidelity MSCI Industrials Index ETFRead Desk		0.08%	0.92%	−1.3%	+9.5%	+9.4%	+21.6%	+11.9%	−12.4%	$2.3B
2	AHVAC	AdvisorShares HVAC and Industrials ETFRead Desk		2.06%	0.21%	−5.7%	−5.2%	−11.1%	new	new	−32.0%	$11M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HVAC vs FIDU

HVAC

AdvisorShares HVAC and Industrials

[…]

FIDU

Fidelity MSCI Industrials Index

$17,532

MeasureHVACFIDU

Fee2.06%0.08%

Cost on $10k a year$206$8

Yield0.21%0.92%

5 years, per year[…]+11.9%

3 years, per year[…]+21.6%

Worst drop · 1Y−32.0%−12.4%

Volatility · 1Y36.9%18.4%

4–0measures won
FIDU first

16.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: HVAC, FIDU

Today

16.5%most shared, HVAC and FIDU

HVACFIDU

HVAC—16.5%

FIDU16.5%—

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

Income After Fees on $10,000

$84most kept, FIDU

FIDU$92 − $8 = $84

HVAC$22 − $206 = −$185

KeptFee

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