HVAC vs XLI

AHVAC

BXLI

Measures won0–4XLI wins · of 6 · 5Y

$10,000 · 5Y$17,372XLI

Lowest cost0.08%XLI · $8 on $10k

Most income1.12%XLI · $112 on $10k

Smallest drop−12.7%XLI · worst fall in 1Y

Held in common20.0%HVAC and XLI

HVAC

XLI

AdvisorShares HVAC and Industrials ETF · $10MState Street Industrial Select Sector SPDR ETF · $29.5B

[…]3 years · per year[…] · $17,483+20.5%

[…]5 years · per year[…] · $17,372+11.7%

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

0.22%12-mo yield$22 · $112 on $10k1.12%

−37.9%Worst dropSmaller wins−12.7%

38.4%VolatilityLower wins18.2%

0–4XLI wins

$10,000 · 5 yearsOne scale

Shared top holdingsHVAC · XLI

3.3%GEV4.0%

3.1%PH2.2%

4.9%MMM1.8%

5.4%EMR1.8%

Held in common20.0%

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	BXLI	State Street Industrial Select Sector SPDR ETFRead Desk		0.08%	1.12%	+3.8%	+9.7%	+11.9%	+20.5%	+11.7%	−12.7%	$29.5B
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	BXLI	State Street Industrial Select Sector SPDR ETFRead Desk		0.08%	1.12%	+3.8%	+9.7%	+11.9%	+20.5%	+11.7%	−12.7%	$29.5B
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 XLI

HVAC

AdvisorShares HVAC and Industrials

[…]

XLI

Industrial Select Sector SPDR

$17,372

MeasureHVACXLI

Fee2.06%0.08%

Cost on $10k a year$206$8

Yield0.22%1.12%

5 years, per year[…]+11.7%

3 years, per year[…]+20.5%

Worst drop · 1Y−37.9%−12.7%

Volatility · 1Y38.4%18.2%

4–0measures won
XLI first

20.0%

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%

$122BAssets$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, XLI

Today

20.0%most shared, HVAC and XLI

HVACXLI

HVAC—20.0%

XLI20.0%—

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

Income After Fees on $10,000

$104most kept, XLI

XLI$112 − $8 = $104

HVAC$22 − $206 = −$184

KeptFee

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