DVGR vs HVAC
Comparison between DAC 3D DIVIDEND GROWTH ETF (DVGR, ETF) and ADVISORSHARES HVAC AND INDUSTRIALS ETF (HVAC, ETF).
DVGR vs HVAC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DVGR
$15M
HVAC
$15M
Expense Ratio
Winner
DVGR
0.65%
HVAC
1.00%
Max Drawdown
Winner
DVGR
8.64%
HVAC
21.22%
Sharpe Ratio
DVGR
0.56
Winner
HVAC
0.80
5Y Beta
Winner
DVGR
0.81
HVAC
1.32
P/E Ratio
Winner
DVGR
23.22
HVAC
41.95
Forward P/E
Winner
DVGR
19.71
HVAC
27.71
PEG Ratio
DVGR
0.61
Winner
HVAC
0.60
5Y EPS CAGR
DVGR
17.40%
Winner
HVAC
19.35%
Debt to Equity
Winner
DVGR
62.56%
HVAC
71.26%
P/S Ratio
Winner
DVGR
2.28
HVAC
3.63
P/B Ratio
Winner
DVGR
6.06
HVAC
9.24
DVGR vs HVAC - Holdings Comparison
DVGR and HVAC have 1 common holdings. Overlap is 2.32%
DVGR's top 25 holdings weight is 82.65%. HVAC's top 25 holdings weight is 96.64%.
| Rank | DVGR | HVAC |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 5.45% | STERLING INFRASTRUCTURE INC (STRL) - 7.74% |
| #2 | BROADCOM INC (AVGO) - 4.88% | COMFORT SYSTEMS USA INC (FIX) - 7.09% |
| #3 | ORACLE CORP (ORCL) - 4.68% | JABIL INC (JBL) - 5.57% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 4.11% | AMPHENOL CORP CLASS A (APH) - 5.50% |
| #5 | JPMORGAN CHASE & CO (JPM) - 3.99% | CURTISS-WRIGHT CORP (CW) - 5.39% |
| #6 | NEXTERA ENERGY INC (NEE) - 3.94% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 5.30% |
| #7 | COSTCO WHOLESALE CORP (COST) - 3.93% | VERTIV HOLDINGS CO CLASS A (VRT) - 5.00% |
| #8 | THE GOLDMAN SACHS GROUP INC (GS) - 3.83% | AMETEK INC (AME) - 4.94% |
| #9 | VISA INC CLASS A (V) - 3.72% | NVENT ELECTRIC PLC (NVT) - 4.94% |
| #10 | HEICO CORP (HEI) - 3.68% | GE VERNOVA INC (GEV) - 4.86% |
| #11 | ENBRIDGE INC (n/a) - 3.32% | CATERPILLAR INC (CAT) - 4.85% |
| #12 | KLA CORP (KLAC) - 3.09% | 3M CO (MMM) - 4.83% |
| #13 | AMGEN INC (AMGN) - 3.08% | BELDEN INC (BDC) - 4.71% |
| #14 | LOWE'S COMPANIES INC (LOW) - 3.00% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 4.41% |
| #15 | CANADIAN NATURAL RESOURCES LTD (CNQ) - 2.95% | LENNOX INTERNATIONAL INC (LII) - 4.31% |
| #16 | PARKER HANNIFIN CORP (PH) - 2.91% | BLOOM ENERGY CORP CLASS A (BE) - 4.27% |
| #17 | TEXAS INSTRUMENTS INC (TXN) - 2.87% | FORTIVE CORP (FTV) - 3.41% |
| #18 | LEMAITRE VASCULAR INC (LMAT) - 2.63% | WILLDAN GROUP INC (WLDN) - 3.32% |
| #19 | CINTAS CORP (CTAS) - 2.58% | MODINE MANUFACTURING CO (MOD) - 3.15% |
| #20 | NOVO NORDISK AS ADR (NVO) - 2.56% | MASTEC INC (MTZ) - 3.05% |
| #21 | MCKESSON CORP (MCK) - 2.51% | N/A |
| #22 | WILLIAMS-SONOMA INC (WSM) - 2.38% | N/A |
| #23 | COMFORT SYSTEMS USA INC (FIX) - 2.32% | N/A |
| #24 | NASDAQ INC (NDAQ) - 2.13% | N/A |
| #25 | NIKE INC CLASS B (NKE) - 2.11% | N/A |
| Total Holdings | 39 | 20 |
DVGR vs HVAC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DVGR
+0.49%
HVAC
-13.81%
3M
Winner
DVGR
+1.27%
HVAC
-4.63%
6M
DVGR
+3.27%
Winner
HVAC
+7.82%
1Y
DVGR
N/A
HVAC
+29.28%
Max(CAGR)
DVGR
+10.43%
Winner
HVAC
+31.61%
DVGR vs HVAC - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | DVGR | HVAC |
|---|---|---|
| 2026 | +6.28% | +16.31% |
| 2025 | -0.65% | +24.04% |
DVGR vs HVAC Drawdown Comparison
The maximum drawdown for DVGR was -8.19%, occurring on Mar 30, 2026. Recovery took 56 trading sessions.
The maximum drawdown for HVAC was -21.22%, occurring on Apr 8, 2025. Recovery took 66 trading sessions.
The current DVGR drawdown is -1.88%. The current HVAC drawdown is -13.81%.
| Rank | DVGR | HVAC |
|---|---|---|
| #1 | -8.19% Jan 26, 2026 - Apr 16, 2026 | -21.22% Feb 5, 2025 - May 12, 2025 |
| #2 | -3.46% Jun 4, 2026 - Jun 26, 2026 | -16.83% Jun 22, 2026 - Jul 20, 2026 |
| #3 | -2.93% Dec 11, 2025 - Dec 26, 2025 | -14.83% Feb 25, 2026 - Apr 13, 2026 |
| #4 | -1.83% Jan 16, 2026 - Jan 26, 2026 | -11.53% May 6, 2026 - Jun 22, 2026 |
| #5 | -1.82% May 6, 2026 - May 29, 2026 | -9.72% Nov 10, 2025 - Jan 13, 2026 |
| #6 | -1.42% Apr 24, 2026 - May 5, 2026 | -5.14% Feb 3, 2026 - Feb 9, 2026 |
| #7 | -1.27% Dec 26, 2025 - Jan 5, 2026 | -4.39% Aug 28, 2025 - Sep 18, 2025 |
| #8 | -0.99% Dec 5, 2025 - Dec 10, 2025 | -3.90% Sep 22, 2025 - Oct 8, 2025 |
| #9 | -0.94% Jan 6, 2026 - Jan 9, 2026 | -3.07% Oct 8, 2025 - Oct 15, 2025 |
| #10 | -0.85% Jan 12, 2026 - Jan 16, 2026 | -3.05% May 19, 2025 - Jun 3, 2025 |
| #11 | -0.65% Jun 2, 2026 - Jun 4, 2026 | -2.86% Oct 20, 2025 - Oct 23, 2025 |
| #12 | -0.42% Apr 20, 2026 - Apr 22, 2026 | -2.70% Apr 14, 2026 - Apr 17, 2026 |
| #13 | N/A | -2.60% Oct 31, 2025 - Nov 5, 2025 |
| #14 | N/A | -2.55% Apr 27, 2026 - May 5, 2026 |
| #15 | N/A | -2.50% Aug 13, 2025 - Aug 27, 2025 |
Correlation
Correlation between DVGR and HVAC is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2025 - 2026)
DVGR vs HVAC dividend yield comparison.
| Year | DVGR | HVAC |
|---|---|---|
| 2026 | 0.56% | 0.00% |
| 2025 | 0.05% | 0.19% |
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