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HVAC - ETF AI Analysis

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HVAC

AdvisorShares HVAC and Industrials ETF (HVAC)

Rating:70Outperform
Price Target:
HVAC, the AdvisorShares HVAC and Industrials ETF, earns a solid overall rating thanks to several strong core holdings like Comfort Systems USA (FIX), Amphenol (APH), Vertiv (VRT), and Quanta Services (PWR), all of which show robust financial performance, growth initiatives, and supportive technical trends. The fund is somewhat held back by valuation concerns and occasional short-term technical weakness across multiple holdings such as Sterling Infrastructure (STRL), Trane Technologies (TT), and Belden (BDC). The main risk factor is that many of its key industrial and HVAC-related holdings appear relatively expensive, which could increase volatility if market conditions turn against high-valuation stocks.
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered strong gains so far this year, suggesting its strategy has worked well in the recent market environment.
Leading Industrial and HVAC Holdings
Top positions like Sterling Infrastructure, Comfort Systems, Vertiv, and nVent Electric have shown strong performance, helping drive the fund’s overall results.
Focused Exposure to Key Economic Sectors
The fund’s heavy tilt toward industrials and related technology companies gives investors targeted exposure to businesses tied to infrastructure, building systems, and manufacturing activity.
Negative Factors
High Expense Ratio
The ETF charges relatively high annual fees, which can eat into investor returns over time compared with lower-cost alternatives.
Sector Concentration in Industrials
With most assets in the industrials sector, the fund is more vulnerable if industrial or HVAC-related companies face a downturn.
Short-Term Performance Weakness
Recent one-month and three-month returns have been weak, showing that the fund can be sensitive to short-term market swings.

HVAC vs. SPDR S&P 500 ETF (SPY)

HVAC Summary

AdvisorShares HVAC and Industrials ETF (HVAC) is a U.S.-focused fund that invests in companies tied to heating, ventilation, air conditioning, and the broader industrial sector, rather than tracking a specific index. It holds well-known names like Trane Technologies and 3M, along with other industrial and technology firms that benefit from demand for energy-efficient buildings and infrastructure. Investors might consider HVAC for growth potential in the HVAC and industrial theme while still getting diversification across many companies. A key risk is that it is heavily concentrated in industrial and related tech stocks, so its value can rise or fall sharply with that part of the market.
How much will it cost me?The AdvisorShares HVAC and Industrials ETF has an expense ratio of 0.89%, which means you’ll pay $8.90 per year for every $1,000 invested. This is higher than average because it is actively managed, requiring more research and oversight compared to passively managed funds that track an index.
What would affect this ETF?The HVAC and Industrials ETF could benefit from growing demand for energy-efficient HVAC solutions and technological advancements in the industrial sector, which align with global sustainability goals. However, potential risks include economic slowdowns that may reduce industrial activity and higher interest rates, which could increase borrowing costs for companies in the fund's portfolio. Its focus on U.S.-based firms also makes it sensitive to domestic regulatory changes and geopolitical events.

HVAC Top 10 Holdings

This ETF is very much an industrials story with a U.S. backbone, and a clear tilt toward HVAC and infrastructure. Sterling Infrastructure and Bloom Energy are doing the heavy lifting, with both stocks rising and giving the fund a nice boost. Comfort Systems and Trane are also climbing steadily, reinforcing the HVAC theme that sits at the fund’s core. On the tech-industrial side, names like Vertiv and nVent are humming along, though their rich valuations could turn into speed bumps if sentiment cools.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Sterling Infrastructure8.21%$1.27M$22.07B183.89%
71
Outperform
Comfort Systems7.39%$1.14M$63.05B225.35%
80
Outperform
Jabil5.56%$859.20K$33.35B47.45%
73
Outperform
Amphenol5.45%$841.94K$193.77B50.71%
78
Outperform
Trane Technologies5.24%$809.27K$104.69B3.89%
70
Outperform
GE Vernova Inc.5.22%$807.42K$264.70B65.26%
69
Neutral
3M5.05%$780.11K$88.06B13.59%
59
Neutral
Ametek5.04%$778.88K$54.34B34.18%
79
Outperform
Vertiv Holdings4.94%$762.84K$115.68B132.32%
77
Outperform
nVent Electric4.86%$751.66K$25.63B105.97%
76
Outperform

HVAC Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
39.49
Negative
100DMA
38.26
Negative
200DMA
35.67
Positive
Market Momentum
MACD
-0.90
Positive
RSI
41.37
Neutral
STOCH
71.56
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HVAC, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 37.97, equal to the 50-day MA of 39.49, and equal to the 200-day MA of 35.67, indicating a neutral trend. The MACD of -0.90 indicates Positive momentum. The RSI at 41.37 is Neutral, neither overbought nor oversold. The STOCH value of 71.56 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HVAC.

HVAC Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$15.38M1.00%
70
Outperform
$59.35M0.35%
70
Outperform
$57.78M0.68%
69
Neutral
$51.28M1.24%
66
Neutral
$43.42M0.10%
63
Neutral
$3.86M0.40%
63
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HVAC
AdvisorShares HVAC and Industrials ETF
36.50
6.06
19.91%
PSR
Invesco Active U.S. Real Estate Fund
REIT
ALPS Active REIT ETF
GABF
Gabelli Financial Services Opportunities ETF
GCAD
Gabelli Commercial Aerospace & Defense ETF
FLDZ
RiverNorth Volition America Patriot ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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