HVAC vs IYT

AHVAC

BIYT

Measures won0–4IYT wins · of 6 · 5Y

$10,000 · 5Y$13,053IYT

Lowest cost0.37%IYT · $37 on $10k

Most income0.90%IYT · $90 on $10k

Smallest drop−12.6%IYT · worst fall in 1Y

Held in common0.0%HVAC and IYT

HVAC

IYT

AdvisorShares HVAC and Industrials ETF · $10MiShares U.S. Transportation ETF · $2.1B

[…]3 years · per year[…] · $15,456+15.6%

[…]5 years · per year[…] · $13,053+5.5%

2.06%Expense ratio$206 · $37 on $10k · lower wins0.37%

0.22%12-mo yield$22 · $90 on $10k0.90%

−37.9%Worst dropSmaller wins−12.6%

38.4%VolatilityLower wins20.9%

0–4IYT wins

$10,000 · 5 yearsOne scale

Shared top holdingsHVAC · IYT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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	BIYT	iShares U.S. Transportation ETFRead Desk		0.37%	0.90%	+3.4%	+13.2%	+19.0%	+15.6%	+5.5%	−12.6%	$2.1B
2	AHVAC	AdvisorShares HVAC and Industrials ETFRead Desk		2.06%	0.22%	+6.6%	−5.3%	−10.0%	new	new	−37.9%	$10M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIYT	iShares U.S. Transportation ETFRead Desk		0.37%	0.90%	+3.4%	+13.2%	+19.0%	+15.6%	+5.5%	−12.6%	$2.1B
2	AHVAC	AdvisorShares HVAC and Industrials ETFRead Desk		2.06%	0.22%	+6.6%	−5.3%	−10.0%	new	new	−37.9%	$10M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HVAC vs IYT

HVAC

AdvisorShares HVAC and Industrials

[…]

IYT

iShares U.S. Transportation

$13,053

MeasureHVACIYT

Fee2.06%0.37%

Cost on $10k a year$206$37

Yield0.22%0.90%

5 years, per year[…]+5.5%

3 years, per year[…]+15.6%

Worst drop · 1Y−37.9%−12.6%

Volatility · 1Y38.4%20.9%

4–0measures won
IYT first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: HVAC, IYT

Today

0.0%most shared, HVAC and IYT

HVACIYT

HVAC—0.0%

IYT0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$53most kept, IYT

IYT$90 − $37 = $53

HVAC$22 − $206 = −$184

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee