HVAC vs VYM
AdvisorShares HVAC and Industrials ETF vs Vanguard High Dividend Yield ETF
Which is better, HVAC or VYM?
Mid Cap Value against Large Cap Value.
VYM has a lower expense ratio. HVAC led over the full window, VYM over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 57.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | HVAC | VYM |
|---|---|---|
| Expense Ratio | 1.00% | 0.04%Best |
| AUM | $14M | $81.6B |
| Dividend Yield | 0.17% | 2.22% |
| Holdings | 22 | 613 |
| YTD Return | +6.04% | +13.75%Best |
| 1Y Return | +14.42% | +19.42%Best |
| 3Y Return (annualized) | - | +18.22% |
| 5Y Return (annualized) | - | +12.17% |
| Volatility (annualized) | 28.6% | 9.9%Best |
| Max Drawdown | -24.7% | -14.5%Best |
| $10,000 over 1.6 years | $13,620Best | $12,798 |
| Top 10 Weight | 57.9% | 25.9%Best |
| Fund Family | AdvisorShares Trust | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Value |
| Inception | Feb 3, 2025 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Feb 4, 2025 to Sep 9, 2026 (1.6 years).
HVAC vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.6 years both funds cover.
HVAC vs VYM Performance
AdvisorShares HVAC and Industrials ETF (HVAC) is an ETF from AdvisorShares Trust and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year HVAC returned +14.42% while VYM returned +19.42%. Year to date, HVAC is up 6.04% versus a gain of 13.75% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HVAC has been the more volatile fund, with annualized monthly volatility of 28.6% compared with 9.9% 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.42. They move together some of the time, and apart the rest.
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 2.22% for VYM.
Holdings Overlap
13.1% of HVAC's money is in holdings VYM also owns. 0.6% of VYM's money is in holdings HVAC also owns.
HVAC and VYM share little of their money.
The two holdings books were reported 49 days apart, HVAC as of Aug 18, 2026 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
3 positions in common, counted across the 21 positions we hold weights for in HVAC and 603 in VYM, against full books of 22 and 613.
What only one of them owns
Our book lists 565 positions for VYM that do not appear in our book for HVAC (96.8% of the fund), and 16 for HVAC that do not appear in VYM (76.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of HVAC and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $96 a year on a $10,000 investment.
Which performed better, HVAC or VYM?
Over the past year HVAC returned +14.42% vs +19.42% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), HVAC annualized +21.30% vs +16.67% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HVAC or VYM?
HVAC has been the more volatile fund at 28.6% annualized versus 9.9% for VYM. Worst drawdown: HVAC -24.7% vs VYM -14.5%.
Should I hold both HVAC and VYM?
HVAC and VYM have a monthly-return correlation of 0.42, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between HVAC and VYM?
13.1% of HVAC's money is in holdings VYM also owns. 0.6% of VYM's is in holdings HVAC also owns. They hold 3 positions in common, counted across the 21 positions we hold weights for in HVAC and 603 in VYM.
Which pays a higher dividend, HVAC or VYM?
HVAC yields 0.17% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than HVAC?
VYM has a lower expense ratio. HVAC led over the full window, VYM over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 57.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.