HVAC vs VYM
AdvisorShares HVAC and Industrials ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | HVAC | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.00% | 0.04% | |
| AUM | $15M | $81.6B | |
| Dividend Yield | 0.17% | 2.24% | |
| Holdings | 22 | 616 | |
| YTD Return | +8.59% | +15.60% | |
| 1Y Return | +15.36% | +23.48% | |
| 3Y Return (annualized) | - | +19.07% | |
| 5Y Return (annualized) | - | +12.50% | |
| Volatility (annualized) | 28.6% | 14.6% | |
| Max Drawdown | -24.7% | -58.8% | |
| Fund Family | AdvisorShares Trust | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 3, 2025 | Nov 10, 2006 |
HVAC vs VYM Performance
AdvisorShares HVAC and Industrials ETF (HVAC) is a ETF from AdvisorShares Trust and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year HVAC returned +15.36% while VYM returned +23.48%. Year to date, HVAC is up 8.59% versus a gain of 15.60% for VYM.
Risk: Volatility and Drawdowns
HVAC has been the more volatile fund, with annualized monthly volatility of 28.6% compared with 14.6% for VYM. 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 -58.8% for VYM. 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 0.43. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HVAC charges 1.00% per year while VYM charges 0.04%. On a $10,000 position that is $100 vs $4 annually, a gap of $96 per year that compounds over a long holding period. On income, HVAC currently yields 0.17% against 2.24% for VYM.
Holdings Overlap
HVAC and VYM share 3 holdings out of 621 unique holdings combined, representing a 2.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HVAC or VYM?
HVAC has an expense ratio of 1.00% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $96 per year of difference.
Which performed better, HVAC or VYM?
Over the past year HVAC returned +15.36% vs +23.48% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), HVAC annualized +24.08% vs +7.05% for VYM. Past performance does not guarantee future results.
Which is riskier, HVAC or VYM?
HVAC has been the more volatile fund at 28.6% annualized versus 14.6% for VYM. Worst drawdown: HVAC -24.7% vs VYM -58.8%.
Should I hold both HVAC and VYM?
HVAC and VYM have a monthly-return correlation of 0.43, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HVAC and VYM?
HVAC and VYM share 3 common holdings with a 2.6% weight overlap. Combined, they hold 621 unique securities.
Which pays a higher dividend, HVAC or VYM?
HVAC yields 0.17% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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