VIS vs HVAC

AVIS

BHVAC

Measures won4–0VIS 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%VIS and HVAC

VIS

HVAC

Vanguard Industrials ETF · $8.0BAdvisorShares HVAC and Industrials ETF · $11M

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

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

0.09%Expense ratio$9 · $206 on $10k · lower wins2.06%

0.94%12-mo yield$94 · $22 on $10k0.21%

−12.5%Worst dropSmaller wins−32.0%

18.3%VolatilityLower wins36.9%

4–0VIS wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIS · HVAC

3.8%GEV3.5%

1.8%PH2.8%

1.5%TT4.0%

1.4%PWR2.8%

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	AVIS	Vanguard Industrials ETFRead Desk		0.09%	0.94%	−1.1%	+9.6%	+9.7%	+21.8%	+11.9%	−12.5%	$8.0B
2	BHVAC	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	AVIS	Vanguard Industrials ETFRead Desk		0.09%	0.94%	−1.1%	+9.6%	+9.7%	+21.8%	+11.9%	−12.5%	$8.0B
2	BHVAC	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

VIS vs HVAC

VIS

Vanguard Industrials

$17,523

HVAC

AdvisorShares HVAC and Industrials

[…]

MeasureVISHVAC

Fee0.09%2.06%

Cost on $10k a year$9$206

Yield0.94%0.21%

5 years, per year+11.9%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−12.5%−32.0%

Volatility · 1Y18.3%36.9%

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: VIS, HVAC

Today

18.5%most shared, VIS and HVAC

VISHVAC

VIS—18.5%

HVAC18.5%—

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