StockComparison Logo
vs

HVAC vs SPY

Comparison between ADVISORSHARES HVAC AND INDUSTRIALS ETF (HVAC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

HVAC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HVAC
$9.80M
Winner
SPY
$735B
Expense Ratio
HVAC
1.00%
Winner
SPY
0.09%
Max Drawdown
Winner
HVAC
21.22%
SPY
56.47%
Sharpe Ratio
HVAC
1.45
Winner
SPY
1.62
5Y Beta
HVAC
1.27
Winner
SPY
1.00
P/E Ratio
HVAC
46.59
Winner
SPY
28.99
Forward P/E
HVAC
32.19
Winner
SPY
22.37
PEG Ratio
HVAC
0.56
SPY
N/A
5Y Dividends CAGR
HVAC
N/A
SPY
5.43%
5Y EPS CAGR
HVAC
20.55%
Winner
SPY
26.05%
Debt to Equity
HVAC
60.74%
Winner
SPY
32.40%
P/S Ratio
Winner
HVAC
3.67
SPY
3.74
P/B Ratio
HVAC
7.53
Winner
SPY
5.61

HVAC vs SPY - Holdings Comparison

HVAC and SPY have 13 common holdings. Overlap is 1.65%

HVAC's top 25 holdings weight is 99.13%. SPY's top 25 holdings weight is 52.37%.

RankHVACSPY
#1
STERLING INFRASTRUCTURE INC (STRL) - 8.17%
NVIDIA CORP (NVDA) - 8.10%
#2
COMFORT SYSTEMS USA INC (FIX) - 6.85%
APPLE INC (AAPL) - 7.02%
#3
JABIL INC (JBL) - 6.00%
MICROSOFT CORP (MSFT) - 4.79%
#4
GE VERNOVA INC (GEV) - 4.86%
AMAZON.COM INC (AMZN) - 4.02%
#5
VERTIV HOLDINGS CO CLASS A (VRT) - 4.81%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
MODINE MANUFACTURING CO (MOD) - 4.72%
BROADCOM INC (AVGO) - 3.10%
#7
BLOOM ENERGY CORP CLASS A (BE) - 4.36%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
CURTISS-WRIGHT CORP (CW) - 4.18%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
GENERAC HOLDINGS INC (GNRC) - 4.09%
TESLA INC (TSLA) - 1.89%
#10
NVENT ELECTRIC PLC (NVT) - 3.96%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
AMPHENOL CORP CLASS A (APH) - 3.90%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
WILLDAN GROUP INC (WLDN) - 3.86%
ELI LILLY AND CO (LLY) - 1.31%
#13
AAON INC (AAON) - 3.80%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
BELDEN INC (BDC) - 3.73%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
LEGENCE CORP ORDINARY SHARES CLASS A (LGN) - 3.60%
EXXON MOBIL CORP (XOM) - 0.97%
#16
TRANE TECHNOLOGIES PLC CLASS A (TT) - 3.58%
INTEL CORP (INTC) - 0.90%
#17
AMETEK INC (AME) - 3.44%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
FORTIVE CORP (FTV) - 3.09%
VISA INC CLASS A (V) - 0.85%
#19
BWX TECHNOLOGIES INC (BWXT) - 3.05%
WALMART INC (WMT) - 0.81%
#20
MASTEC INC (MTZ) - 3.02%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
CELESTICA INC ORDINARY SHARES (SUBORDINATE VOTING) (CLS) - 2.93%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
PG&E CORP (PCG) - 2.91%
CATERPILLAR INC (CAT) - 0.66%
#23
DIGITAL REALTY TRUST INC (DLR) - 2.77%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 1.91%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
JOHNSON CONTROLS INTERNATIONAL PLC REGISTERED SHARES (JCI) - 1.54%
ABBVIE INC (ABBV) - 0.58%
Total Holdings26505

HVAC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
HVAC
-5.16%
Winner
SPY
+1.90%
3M
Winner
HVAC
+12.32%
SPY
+8.55%
6M
Winner
HVAC
+21.87%
SPY
+8.18%
1Y
Winner
HVAC
+49.36%
SPY
+25.79%
5Y(CAGR)
HVAC
N/A
SPY
+13.32%
10Y(CAGR)
HVAC
N/A
SPY
+15.19%
Max(CAGR)
Winner
HVAC
+41.36%
SPY
+8.47%

HVAC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHVACSPY
2026+23.56%+8.26%
2025+24.04%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

HVAC vs SPY Drawdown Comparison

The maximum drawdown for HVAC was -21.22%, occurring on Apr 8, 2025. Recovery took 66 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current HVAC drawdown is -6.93%. The current SPY drawdown is -2.90%.

RankHVACSPY
#1-21.22%
Feb 5, 2025 - May 12, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-14.83%
Feb 25, 2026 - Apr 13, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-10.48%
May 6, 2026 - May 19, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-9.72%
Nov 10, 2025 - Jan 13, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-5.14%
Feb 3, 2026 - Feb 9, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-4.39%
Aug 28, 2025 - Sep 18, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-3.90%
Sep 22, 2025 - Oct 8, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.07%
Oct 8, 2025 - Oct 15, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.05%
May 19, 2025 - Jun 3, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.86%
Oct 20, 2025 - Oct 23, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.70%
Apr 14, 2026 - Apr 17, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.60%
Oct 31, 2025 - Nov 5, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.55%
Apr 27, 2026 - May 5, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.50%
Aug 13, 2025 - Aug 27, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.20%
Aug 4, 2025 - Aug 12, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HVAC and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

HVAC vs SPY dividend yield comparison.

YearHVACSPY
20260.00%0.24%
20250.19%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

Select Stocks to Compare

Popular: HVAC vs SPY

More Comparisons

Compare with similar stocks