HVAC vs USFI
Comparison between ADVISORSHARES HVAC AND INDUSTRIALS ETF (HVAC, ETF) and BrandywineGLOBAL - U.S. Fixed Income ETF (USFI, ETF).
HVAC vs USFI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HVAC
$9.80M
USFI
$9.80M
Expense Ratio
HVAC
1.00%
Winner
USFI
0.39%
Max Drawdown
HVAC
21.22%
Winner
USFI
9.15%
Sharpe Ratio
Winner
HVAC
1.45
USFI
0.43
5Y Beta
HVAC
1.27
Winner
USFI
0.00
P/E Ratio
HVAC
46.59
USFI
N/A
Forward P/E
HVAC
32.19
USFI
N/A
PEG Ratio
HVAC
0.56
USFI
N/A
5Y EPS CAGR
HVAC
20.55%
USFI
N/A
Debt to Equity
HVAC
60.74%
USFI
N/A
P/S Ratio
HVAC
3.67
USFI
N/A
P/B Ratio
HVAC
7.53
USFI
N/A
HVAC vs USFI - Historical Returns
Returns include dividend reinvestment.
1M
HVAC
-5.16%
Winner
USFI
+0.48%
3M
Winner
HVAC
+12.32%
USFI
+0.35%
6M
Winner
HVAC
+21.87%
USFI
+1.06%
1Y
Winner
HVAC
+49.36%
USFI
+5.38%
Max(CAGR)
Winner
HVAC
+41.36%
USFI
+4.14%
HVAC vs USFI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | HVAC | USFI |
|---|---|---|
| 2026 | +23.56% | +0.97% |
| 2025 | +24.04% | +7.00% |
| 2024 | N/A | +1.78% |
| 2023 | N/A | +2.89% |
HVAC vs USFI Drawdown Comparison
The maximum drawdown for HVAC was -21.22%, occurring on Apr 8, 2025. Recovery took 66 trading sessions.
The maximum drawdown for USFI was -8.47%, occurring on Oct 19, 2023. Recovery took 95 trading sessions.
The current HVAC drawdown is -6.93%. The current USFI drawdown is -0.26%.
| Rank | HVAC | USFI |
|---|---|---|
| #1 | -21.22% Feb 5, 2025 - May 12, 2025 | -8.47% Jul 31, 2023 - Dec 13, 2023 |
| #2 | -14.83% Feb 25, 2026 - Apr 13, 2026 | -6.37% Dec 27, 2023 - Jul 31, 2024 |
| #3 | -10.48% May 6, 2026 - May 19, 2026 | -5.67% Sep 16, 2024 - Sep 4, 2025 |
| #4 | -9.72% Nov 10, 2025 - Jan 13, 2026 | -2.08% Aug 5, 2024 - Sep 4, 2024 |
| #5 | -5.14% Feb 3, 2026 - Feb 9, 2026 | -1.07% Sep 11, 2025 - Oct 16, 2025 |
| #6 | -4.39% Aug 28, 2025 - Sep 18, 2025 | -0.90% Nov 26, 2025 - Feb 13, 2026 |
| #7 | -3.90% Sep 22, 2025 - Oct 8, 2025 | -0.90% Oct 22, 2025 - Nov 25, 2025 |
| #8 | -3.07% Oct 8, 2025 - Oct 15, 2025 | -0.79% Feb 27, 2026 - May 12, 2026 |
| #9 | -3.05% May 19, 2025 - Jun 3, 2025 | -0.55% May 12, 2026 - May 26, 2026 |
| #10 | -2.86% Oct 20, 2025 - Oct 23, 2025 | -0.43% Dec 14, 2023 - Dec 20, 2023 |
| #11 | -2.70% Apr 14, 2026 - Apr 17, 2026 | -0.40% Sep 8, 2025 - Sep 11, 2025 |
| #12 | -2.60% Oct 31, 2025 - Nov 5, 2025 | -0.32% Dec 20, 2023 - Dec 27, 2023 |
| #13 | -2.55% Apr 27, 2026 - May 5, 2026 | -0.31% Sep 10, 2024 - Sep 16, 2024 |
| #14 | -2.50% Aug 13, 2025 - Aug 27, 2025 | -0.26% Jun 2, 2026 - Jun 5, 2026 |
| #15 | -2.20% Aug 4, 2025 - Aug 12, 2025 | -0.12% Oct 16, 2025 - Oct 20, 2025 |
Correlation
Correlation between HVAC and USFI is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2023 - 2026)
HVAC vs USFI dividend yield comparison.
| Year | HVAC | USFI |
|---|---|---|
| 2026 | 0.00% | 1.81% |
| 2025 | 0.19% | 4.42% |
| 2024 | 0.00% | 4.60% |
| 2023 | 0.00% | 1.83% |
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