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