HVAC vs VIS

AHVAC

BVIS

Measures won0–4VIS wins · of 6 · 5Y

$10,000 · 5Y$17,523VIS

Lowest cost0.09%VIS · $9 on $10k

Most income0.94%VIS · $94 on $10k

Smallest drop−12.5%VIS · worst fall in 1Y

Held in common18.5%HVAC and VIS

HVAC

VIS

AdvisorShares HVAC and Industrials ETF · $11MVanguard Industrials ETF · $8.0B

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

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

2.06%Expense ratio$206 · $9 on $10k · lower wins0.09%

0.21%12-mo yield$22 · $94 on $10k0.94%

−32.0%Worst dropSmaller wins−12.5%

36.9%VolatilityLower wins18.3%

0–4VIS wins

$10,000 · 5 yearsOne scale

Shared top holdingsHVAC · VIS

3.5%GEV3.8%

2.8%PH1.8%

4.0%TT1.5%

2.8%PWR1.4%

Held in common18.5%

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	BVIS	Vanguard Industrials ETFRead Desk		0.09%	0.94%	−1.1%	+9.6%	+9.7%	+21.8%	+11.9%	−12.5%	$8.0B
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	BVIS	Vanguard Industrials ETFRead Desk		0.09%	0.94%	−1.1%	+9.6%	+9.7%	+21.8%	+11.9%	−12.5%	$8.0B
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 VIS

HVAC

AdvisorShares HVAC and Industrials

[…]

VIS

Vanguard Industrials

$17,523

MeasureHVACVIS

Fee2.06%0.09%

Cost on $10k a year$206$9

Yield0.21%0.94%

5 years, per year[…]+11.9%

3 years, per year[…]+21.8%

Worst drop · 1Y−32.0%−12.5%

Volatility · 1Y36.9%18.3%

4–0measures won
VIS first

18.5%

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, VIS

Today

18.5%most shared, HVAC and VIS

HVACVIS

HVAC—18.5%

VIS18.5%—

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

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