HVAC

AdvisorShares$34.00+0.30 (+0.89%)
AUM $14.0MER 35.61%NAV $34.18Holdings 27

Price Chart

Key Statistics

Previous Close

$33.70

Day Range

$33.52$34.11

52-Week Range

$29.49$43.19

Avg Volume

9.3K

Dividend Yield

0.18%

Expense Ratio

35.61%

AUM

$14.0M

Shares Outstanding

96.7K

ETF Grades

?

Sector Breakdown

SectorWeight %
Industrials72.48%
Technology21.52%
Utilities3.10%
Consumer Cyclical2.91%

Country Allocation

CountryWeight %
United States84.18%
United Kingdom5.18%
Canada4.83%
Ireland3.77%
Other2.04%

Fund Information

Category
Industrials
Types
Active
Inception Date
Feb 3, 2025
Exchange
NYSE_ARCA
Description
The fund is an actively managed ETF that seeks to achieve its investment objective by investing in U.S. exchange traded equity securities consisting of common stock and ADRs of companies of any market capitalization. ADRs are securities traded on a local stock exchange that represent interests in securities issued by a foreign publicly listed company. The fund is non-diversified.

Similar ETFs

SymbolNameAUM
VOVanguard Morningstar Mid-Cap ETF$224.70B
VBVanguard Morningstar Small-Cap ETF$183.40B
IJHiShares Core S&P Mid-Cap ETF$125.92B
XLIState Street Industrial Select Sector SPDR ETF$33.33B
FBNDFidelity Total Bond ETF$27.07B

The AdvisorShares HVAC and Industrials ETF (HVAC) is an exchange-traded fund issued by AdvisorShares that launched on Feb 3, 2025. It currently manages $14.0M in assets under management. The fund charges an expense ratio of 35.61%. The fund holds 27 securities in its portfolio. It falls under the Industrials category.

Top 10 holdings represent 58.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1FIXCOMFORT SYSTEMS USA INC7.45%624$1.0M
2BDCBELDEN INC6.27%7,086$878K
3JBLJABIL INC6.03%2,668$845K
4MMM3M CO5.85%4,600$819K
5APHAMPHENOL CORP-CL A5.84%5,348$819K
6VRTVERTIV HOLDINGS CO-A5.68%3,009$796K
7AMEAMETEK INC5.51%3,230$772K
8NVTNVENT ELECTRIC PLC5.21%4,734$730K
9PWRQUANTA SERVICES INC5.20%1,100$729K
10CLSCELESTICA INC4.96%2,300$695K
11GEVGE VERNOVA INC4.71%683$660K
12BEBLOOM ENERGY CORP- A4.66%3,225$653K
13MAIRMADISON AIR SOLUTIONS CORP-A4.50%24,000$630K
14STRLSTERLING INFRASTRUCTURE INC4.34%1,168$608K
15CARRCARRIER GLOBAL CORP4.21%9,800$589K

Detailed Returns

PeriodReturnETF
1D
+0.89%
1W
-4.40%
1M
-6.41%
3M
-15.57%
6M
-8.58%
YTD
+6.23%
1Y
+10.76%
3Y
+36.00%
5Y
+36.00%

Moving Averages

20-Day MA

$35.53

Below 20-Day MA
50-Day MA

$37.48

Below 50-Day MA
200-Day MA

$36.08

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$43.19

Current Price

$34.00

52-Week Low

$29.49

$29.49$43.19

Current Yield

0.18%

Annual Dividend

$0.1231

Frequency

Irregularx/year

Last Ex-Date

Dec 22, 2025

Dividend History

Ex-DateAmountPay Date
Dec 22, 2025$0.0631Dec 29, 2025
Dec 22, 2025$0.0600Dec 29, 2025

Dividend Payments Over Time

Category Comparison

MetricHVACIndustrials(348 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio35.61%0.69%0.81%
AUM$14.0M$3.07B$365.4M
Dividend Yield0.18%2.16%6.78%
Avg Volume9.3K161.4K105.7K
Holdings2724284
Performance
1-Month Return-4.19%+2.37%+2.59%
6-Month Return-10.32%+3.88%+4.32%
YTD Return+8.89%+12.22%+6.13%
1-Year Return+3.72%+11.92%+4.45%

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