HVAC

AdvisorShares$35.73-0.77 (-2.11%)
AUM $15.4MER 35.61%NAV $37.52Holdings 27

Price Chart

Key Statistics

Previous Close

$36.50

Day Range

$35.73$36.98

52-Week Range

$29.49$43.19

Avg Volume

8.0K

Dividend Yield

0.18%

Expense Ratio

35.61%

AUM

$15.4M

Shares Outstanding

96.7K

ETF Grades

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Sector Breakdown

SectorWeight %
Industrials75.07%
Technology19.19%
Consumer Cyclical3.22%
Real Estate2.53%

Country Allocation

CountryWeight %
United States88.99%
Ireland5.34%
United Kingdom4.94%
Other0.73%

Fund Information

Category
Industrials
Types
Active
Inception Date
Feb 3, 2025
Exchange
NYSE_ARCA
Description
The fund is an actively managed ETF that seeks to achieve its investment objective by investing in U.S. exchange traded equity securities consisting of common stock and ADRs of companies of any market capitalization. ADRs are securities traded on a local stock exchange that represent interests in securities issued by a foreign publicly listed company. The fund is non-diversified.

Similar ETFs

SymbolNameAUM
VOVanguard Mid-Cap ETF$224.00B
VBVanguard Small-Cap ETF$188.20B
IJHiShares Core S&P Mid-Cap ETF$122.14B
VXFVanguard Extended Market ETF$97.70B
XLIState Street Industrial Select Sector SPDR ETF$33.19B

The AdvisorShares HVAC and Industrials ETF (HVAC) is an exchange-traded fund issued by AdvisorShares that launched on Feb 3, 2025. It currently manages $15.4M in assets under management. The fund charges an expense ratio of 35.61%. The fund holds 27 securities in its portfolio. It falls under the Industrials category.

Top 10 holdings represent 57.2% of the fund

RankSymbolNameWeight %SharesMarket Value
1STRLSTERLING INFRASTRUCTURE INC8.24%1,768$1.3M
2FIXCOMFORT SYSTEMS USA INC7.43%624$1.1M
3JBLJABIL INC5.59%2,668$859K
4APHAMPHENOL CORP-CL A5.47%5,348$842K
5TTTRANE TECHNOLOGIES PLC5.26%1,687$809K
6GEVGE VERNOVA INC5.25%783$807K
7MMM3M CO5.07%4,600$780K
8AMEAMETEK INC5.06%3,230$779K
9VRTVERTIV HOLDINGS CO-A4.96%2,509$763K
10NVTNVENT ELECTRIC PLC4.88%4,734$751K
11CWCURTISS-WRIGHT CORP4.86%996$747K
12BDCBELDEN INC4.75%7,086$730K
13CATCATERPILLAR INC4.71%810$725K
14BEBLOOM ENERGY CORP- A4.56%3,225$701K
15CARRCARRIER GLOBAL CORP4.41%9,800$678K

Detailed Returns

PeriodReturnETF
1D
-2.11%
1W
-0.53%
1M
-12.34%
3M
-8.41%
6M
+3.41%
YTD
+11.63%
1Y
+17.12%
3Y
+42.92%
5Y
+42.92%

Moving Averages

20-Day MA

$37.97

Below 20-Day MA
50-Day MA

$39.49

Below 50-Day MA
200-Day MA

$35.61

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$43.19

Current Price

$35.73

52-Week Low

$29.49

$29.49$43.19

Current Yield

0.18%

Annual Dividend

$0.1231

Frequency

Irregularx/year

Last Ex-Date

Dec 22, 2025

Dividend History

Ex-DateAmountPay Date
Dec 22, 2025$0.0631Dec 29, 2025
Dec 22, 2025$0.0600Dec 29, 2025

Dividend Payments Over Time

Category Comparison

MetricHVACIndustrials(346 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio35.61%0.68%0.81%
AUM$15.4M$3.24B$355.3M
Dividend Yield0.18%2.12%6.78%
Avg Volume8.0K207.9K108.9K
Holdings2724381
Performance
1-Month Return-8.22%-1.87%-1.39%
6-Month Return+8.29%+6.54%+3.73%
YTD Return+17.93%+9.72%+3.25%
1-Year Return+11.38%+10.86%+1.47%

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