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