HVAC vs SPYM

AHVAC

BSPYM

Measures won0–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common2.2%HVAC and SPYM

HVAC

SPYM

AdvisorShares HVAC and Industrials ETF · $11MState Street SPDR Portfolio S&P 500 ETF · $185B

[…]3 years · per year[…] · $19,092+24.1%

[…]5 years · per year[…] · $17,749+12.2%

2.06%Expense ratio$206 · $2 on $10k · lower wins0.02%

0.20%12-mo yield$20 · $103 on $10k1.03%

−30.7%Worst dropSmaller wins−8.9%

36.5%VolatilityLower wins12.7%

0–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsHVAC · SPYM

3.3%GEV0.4%

5.1%APH0.3%

2.8%PH0.2%

5.2%JCI0.1%

Held in common2.2%

End-of-day Nov 3, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	AHVAC	AdvisorShares HVAC and Industrials ETFRead Desk		2.06%	0.20%	+2.8%	+0.5%	−5.9%	new	new	−30.7%	$11M

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	AHVAC	AdvisorShares HVAC and Industrials ETFRead Desk		2.06%	0.20%	+2.8%	+0.5%	−5.9%	new	new	−30.7%	$11M

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

Cards for this view

HVAC vs SPYM

HVAC

AdvisorShares HVAC and Industrials

[…]

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureHVACSPYM

Fee2.06%0.02%

Cost on $10k a year$206$2

Yield0.20%1.03%

5 years, per year[…]+12.2%

3 years, per year[…]+24.1%

Worst drop · 1Y−30.7%−8.9%

Volatility · 1Y36.5%12.7%

4–0measures won
SPYM first

2.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: HVAC, SPYM

Today

2.2%most shared, HVAC and SPYM

HVACSPYM

HVAC—2.2%

SPYM2.2%—

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

HVAC$20 − $206 = −$186

KeptFee

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