HVAC vs VXUS

HVAC vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricHVACVXUSWinner
Expense Ratio1.00%0.05%
AUM$15M$158.1B
Dividend Yield0.17%2.59%
Holdings228,747
YTD Return+17.48%+15.44%
1Y Return+23.70%+26.36%
3Y Return (annualized)-+20.98%
5Y Return (annualized)-+9.68%
Volatility (annualized)28.6%15.1%
Max Drawdown-24.7%-39.9%
Fund FamilyAdvisorShares TrustVanguard (US)
CategoryEquityEquity
InceptionFeb 3, 2025Jan 26, 2011

HVAC vs VXUS Performance

AdvisorShares HVAC and Industrials ETF (HVAC) is a ETF from AdvisorShares Trust and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year HVAC returned +23.70% while VXUS returned +26.36%. Year to date, HVAC is up 17.48% versus a gain of 15.44% for VXUS.

Risk: Volatility and Drawdowns

HVAC has been the more volatile fund, with annualized monthly volatility of 28.6% compared with 15.1% for VXUS. 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 -39.9% for VXUS. 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HVAC charges 1.00% per year while VXUS charges 0.05%. On a $10,000 position that is $100 vs $5 annually, a gap of $95 per year that compounds over a long holding period. On income, HVAC currently yields 0.17% against 2.59% for VXUS.

Holdings Overlap

0.0%overlap

HVAC and VXUS share 0 holdings out of 7890 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, HVAC or VXUS?

HVAC has an expense ratio of 1.00% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $95 per year of difference.

Which performed better, HVAC or VXUS?

Over the past year HVAC returned +23.70% vs +26.36% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), HVAC annualized +30.73% vs +4.90% for VXUS. Past performance does not guarantee future results.

Which is riskier, HVAC or VXUS?

HVAC has been the more volatile fund at 28.6% annualized versus 15.1% for VXUS. Worst drawdown: HVAC -24.7% vs VXUS -39.9%.

Should I hold both HVAC and VXUS?

HVAC and VXUS have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HVAC and VXUS?

HVAC and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7890 unique securities.

Which pays a higher dividend, HVAC or VXUS?

HVAC yields 0.17% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

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