HVAC vs XLI

AHVAC

BXLI

Measures won0–4XLI wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · XLI $17,687

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%XLI · $110 on $10k

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

Held in common21.1%HVAC and XLI

HVAC

XLI

AdvisorShares HVAC and Industrials ETF · $11MState Street Industrial Select Sector SPDR ETF · $31.5B

[…]3 years · per year[…] · $18,519+22.8%

[…]5 years · per year[…] · $17,687+12.1%

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

0.20%12-mo yield$20 · $110 on $10k1.10%

−30.7%Worst dropSmaller wins−12.2%

36.5%VolatilityLower wins17.3%

0–4XLI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHVAC · XLI

3.3%GEV4.4%

2.8%PH2.2%

5.2%JCI1.8%

2.7%PWR1.8%

Held in common21.1%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BXLI	State Street Industrial Select Sector SPDR ETFRead Desk	0.08%	1.10%	+0.9%	+11.3%	+11.7%	+22.8%	+12.1%	−12.2%	$31.5B
3	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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BXLI	State Street Industrial Select Sector SPDR ETFRead Desk	0.08%	1.10%	+0.9%	+11.3%	+11.7%	+22.8%	+12.1%	−12.2%	$31.5B
3	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 XLI

HVAC

AdvisorShares HVAC and Industrials

[…]

XLI

Industrial Select Sector SPDR

$17,687

MeasureHVACXLI

Fee2.06%0.08%

Cost on $10k a year$206$8

Yield0.20%1.10%

5 years, per year[…]+12.1%

3 years, per year[…]+22.8%

Worst drop · 1Y−30.7%−12.2%

Volatility · 1Y36.5%17.3%

4–0measures won
XLI first

21.1%

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

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

Overlap: HVAC, XLI, VOO

Today

21.1%most shared, HVAC and XLI

HVACXLIVOO

HVAC—21.1%2.2%

XLI21.1%—8.1%

VOO2.2%8.1%—

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

XLI$110 − $8 = $102

HVAC$20 − $206 = −$186

KeptFee

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