HVAC vs SPY

HVAC vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricHVACSPYWinner
Expense Ratio1.00%0.09%
AUM$15M$821.1B
Dividend Yield0.17%1.01%
Holdings22505
YTD Return+7.01%+12.22%
1Y Return+14.39%+20.83%
3Y Return (annualized)-+21.70%
5Y Return (annualized)-+12.98%
Volatility (annualized)28.8%15.3%
Max Drawdown-24.7%-56.5%
Fund FamilyAdvisorShares TrustState Street Investment Management
CategoryEquityEquity
InceptionFeb 3, 2025Jan 22, 1993

HVAC vs SPY Performance

AdvisorShares HVAC and Industrials ETF (HVAC) is a ETF from AdvisorShares Trust and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year HVAC returned +14.39% while SPY returned +20.83%. Year to date, HVAC is up 7.01% versus a gain of 12.22% for SPY.

Risk: Volatility and Drawdowns

HVAC has been the more volatile fund, with annualized monthly volatility of 28.8% compared with 15.3% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -24.7% for HVAC and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HVAC charges 1.00% per year while SPY charges 0.09%. On a $10,000 position that is $100 vs $9 annually, a gap of $91 per year that compounds over a long holding period. On income, HVAC currently yields 0.17% against 1.01% for SPY.

Holdings Overlap

2.2%overlap

HVAC and SPY share 12 holdings out of 513 unique holdings combined, representing a 2.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HVACWeight in SPYDifference
FIX7.23%0.09%7.14%
APH5.46%0.32%5.14%
GEV5.31%0.41%4.90%
JBLProProPro
TTProProPro
MMMProProPro
CATProProPro
AMEProProPro
VRTProProPro
CARRProProPro
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Frequently Asked Questions

Which is cheaper, HVAC or SPY?

HVAC has an expense ratio of 1.00% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

Which performed better, HVAC or SPY?

Over the past year HVAC returned +14.39% vs +20.83% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), HVAC annualized +22.86% vs +8.79% for SPY. Past performance does not guarantee future results.

Which is riskier, HVAC or SPY?

HVAC has been the more volatile fund at 28.8% annualized versus 15.3% for SPY. Worst drawdown: HVAC -24.7% vs SPY -56.5%.

Should I hold both HVAC and SPY?

HVAC and SPY have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HVAC and SPY?

HVAC and SPY share 12 common holdings with a 2.2% weight overlap. Combined, they hold 513 unique securities.

Which pays a higher dividend, HVAC or SPY?

HVAC yields 0.17% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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