HVAC vs VOO
AdvisorShares HVAC and Industrials ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | HVAC | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.00% | 0.03% | |
| AUM | $15M | $997.4B | |
| Dividend Yield | 0.17% | 1.08% | |
| Holdings | 22 | 509 | |
| YTD Return | +8.59% | +13.20% | |
| 1Y Return | +15.36% | +21.62% | |
| 3Y Return (annualized) | - | +22.16% | |
| 5Y Return (annualized) | - | +13.42% | |
| Volatility (annualized) | 28.6% | 14.1% | |
| Max Drawdown | -24.7% | -34.3% | |
| Fund Family | AdvisorShares Trust | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 3, 2025 | Sep 7, 2010 |
HVAC vs VOO Performance
AdvisorShares HVAC and Industrials ETF (HVAC) is a ETF from AdvisorShares Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year HVAC returned +15.36% while VOO returned +21.62%. Year to date, HVAC is up 8.59% versus a gain of 13.20% for VOO.
Risk: Volatility and Drawdowns
HVAC has been the more volatile fund, with annualized monthly volatility of 28.6% compared with 14.1% for VOO. 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 -34.3% for VOO. 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 VOO charges 0.03%. On a $10,000 position that is $100 vs $3 annually, a gap of $97 per year that compounds over a long holding period. On income, HVAC currently yields 0.17% against 1.08% for VOO.
Holdings Overlap
HVAC and VOO share 12 holdings out of 514 unique holdings combined, representing a 2.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HVAC or VOO?
HVAC has an expense ratio of 1.00% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
Which performed better, HVAC or VOO?
Over the past year HVAC returned +15.36% vs +21.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), HVAC annualized +24.08% vs +13.51% for VOO. Past performance does not guarantee future results.
Which is riskier, HVAC or VOO?
HVAC has been the more volatile fund at 28.6% annualized versus 14.1% for VOO. Worst drawdown: HVAC -24.7% vs VOO -34.3%.
Should I hold both HVAC and VOO?
HVAC and VOO 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 VOO?
HVAC and VOO share 12 common holdings with a 2.5% weight overlap. Combined, they hold 514 unique securities.
Which pays a higher dividend, HVAC or VOO?
HVAC yields 0.17% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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