XLI vs HVAC
YTDYear to date
XLI wins+10.8 pts
Past year
XLI wins+17.6 pts
Fee
XLI winslower fee
Yield
XLI wins+0.9 pts
AUM
XLI2770.6× more
4–0XLI wins
XLI and HVAC · year-to-date · as of Nov 4, 2026 · AUM not scored
HVAC vs S&P 500
3Y$31.10 · +2.8% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y ▼5YMAX
Total return+2.8%−11.1%−15.3%+0.5%−5.9%——+24.6%
Peer average+0.5%+0.2%−7.9%+10.6%+11.9%+81.5%+65.7%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
AdvisorShares HVAC and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
HVAC’s Holdings
TodayAMEAmetek6.1%HTHIY5.3%JCI5.2%JBL5.1%APH5.1%BDC5.0%EMR5.0%FIX4.9%CLS4.5%GNRC4.5%AES4.3%MMM4.3%VRT4.2%FERG4.2%TT4.0%IESC4.0%BE3.9%NVT3.4%GEV3.3%PH2.8%STRL2.7%PWR2.7%5 more
Industrial - MachineryElectrical EquipmentEngineeringHardware, EquipmentConglomeratesConstruction MaterialsOther
AdvisorShares HVAC · 27 holdings · tile size = share of the fund · as of Nov 3, 2026
All 16 Industrials ETFs
3Y| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | XLI | State Street Industrial Select Sector SPDRReadDesk | 0.08% | 1.1% | +11.3% | +85.2% | $31.5B | |
| 2 | AIRR | First Trust RBA American Industrial RenaissanceTMReadDesk | 0.69% | 0.1% | +3.5% | +117.6% | $8.5B | |
| 3 | VIS | IndustrialsReadDesk | 0.09% | 0.9% | +10.9% | +85.1% | $8.0B | |
| 4 | FIDU | Fidelity MSCI IndustrialsReadDesk | 0.08% | 0.9% | +11.0% | +84.7% | $2.3B | |
| 5 | IYT | U.S. TransportationReadDesk | 0.37% | 0.9% | +11.8% | +61.7% | $2.0B | |
| 6 | IYJ | U.S. IndustrialsReadDesk | 0.37% | 0.7% | +9.8% | +74.4% | $1.9B | |
| 7 | EXI | Global IndustrialsReadDesk | 0.38% | 1.1% | +9.0% | +85.7% | $1.4B | |
| 8 | FXR | First Trust Industrials/Producer Durables AlphaDEXReadDesk | 0.60% | 0.7% | +12.2% | +71.1% | $724M | |
| 9 | PRN | Dorsey Wright Industrials MomentumReadDesk | 0.69% | — | +12.1% | +108.6% | $307M | |
| 10 | XTN | State Street SPDR S&P TransportationReadDesk | 0.35% | 0.7% | +10.8% | +54.3% | $220M | |
| 11 | PSCI | S&P SmallCap IndustrialsReadDesk | 0.29% | 1.4% | +12.0% | +84.5% | $170M | |
| 12 | FTXR | First Trust Nasdaq TransportationReadDesk | 0.60% | 1.0% | +12.5% | +83.8% | $162M | |
| 13 | HVAC | AdvisorShares HVAC and IndustrialsReadDesk | 2.06% | 0.2% | +0.5% | new | $11.4M | |
| 14 | SHPP | Pacer Industrials and LogisticsReadDesk | 0.60% | 3.0% | +20.8% | +62.3% | $2.1M | |
| 15 | PBWN | Tidal Trust IV - Portfolio Building Block World Ex US IndustrialsReadDesk | 0.14% | — | new | new | $960K | |
| 16 | TRUI | VanEck Industrials TruSectorReadDesk | 0.10% | 0.3% | new | new | $245K |
Industrials · current AUM · as of Nov 4, 2026
HVAC Payouts by Year
1YLatest payout, Dec 2025
$0.06
a share
0.2% yield
0.2% yield
1 years added up
$0.06 a share
$0.06 a share
AdvisorShares HVAC · per-share distributions by ex-date · 2025–2025
HVAC’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | XLI | State Street Industrial Select Sector SPDR ETFReadVersus | 0.08% | 1.1% | +0.9% | +11.3% | +11.7% | $31.5B | |
| 2 | AIRR | First Trust RBA American Industrial RenaissanceTM ETFReadVersus | 0.69% | 0.1% | +2.1% | +3.5% | +1.8% | $8.5B | |
| 3 | VIS | Vanguard Industrials ETFReadVersus | 0.09% | 0.9% | +0.9% | +10.9% | +10.4% | $8.0B | |
| 4 | FIDU | Fidelity MSCI Industrials Index ETFReadVersus | 0.08% | 0.9% | +1.0% | +11.0% | +10.3% | $2.3B | |
| 5 | IYT | iShares U.S. Transportation ETFReadVersus | 0.37% | 0.9% | −0.5% | +11.8% | +15.4% | $2.0B | |
| 6 | HVAC | AdvisorShares HVAC and Industrials ETFThis fund | 2.06% | 0.2% | +2.8% | +0.5% | −5.9% | $11.4M |
#14 of 14 this year · #16 cheapest of 16 · sorted by assetsOpen the Sectors table →
HVAC and its peer group · total return · as of Nov 4, 2026
Cards for This View
HVAC’s Top 10 Holdings
Today50.7%of HVAC sits in these 10
AdvisorShares HVAC · weight in the fund · as of Nov 3, 2026
HVAC’s Holdings
TodayAMEAmetek6.1%HTHIY5.3%JCI5.2%JBL5.1%APH5.1%BDC5.0%EMR5.0%FIX4.9%CLS4.5%GNRC4.5%AES4.3%MMM4.3%VRT4.2%FERG4.2%TT4.0%IESC4.0%BE3.9%NVT3.4%GEV3.3%PH2.8%STRL2.7%PWR2.7%5 more
Industrial - MachineryElectrical EquipmentEngineeringHardware, EquipmentConglomeratesConstruction MaterialsOther
AdvisorShares HVAC · 27 holdings · tile size = share of the fund · as of Nov 3, 2026
HVAC vs Peer Average
YTDHVACAvsBPeer average
1D+2.8%+0.5%
1M−11.1%+0.2%
3M−15.3%−7.9%
YTD+0.5%+10.6%
1Y−5.9%+11.9%
3Y[…]+81.5%
5Y[…]+65.7%
1–4Peer average wins
15 Industrials peers · each row scaled to its leader