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HVAC - ETF AI Analysis

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HVAC

AdvisorShares HVAC and Industrials ETF (HVAC)

Rating:68Neutral
Price Target:
HVAC, the AdvisorShares HVAC and Industrials ETF, has a solid overall rating driven mainly by strong, growing companies like Comfort Systems USA (FIX), Vertiv (VRT), and nVent Electric (NVT), which show robust financial performance and positive earnings outlooks. However, several holdings such as AAON and Bloom Energy (BE) face issues like high valuations, weaker technical trends, or cash flow and leverage challenges, which weigh on the fund’s rating. A key risk factor is that many top holdings share similar concerns around rich valuations and some short-term technical or cash flow pressures, which could increase volatility if market conditions turn.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the year so far, as well as over the last few months, indicating solid recent momentum.
Top Holdings Performing Well
Many of the largest positions, including companies like Comfort Systems, Vertiv, and Modine, have delivered strong year-to-date results that support the fund’s overall performance.
Focused Industrial Theme
The fund’s heavy tilt toward industrial and related companies gives investors targeted exposure to businesses tied to HVAC and broader industrial trends.
Negative Factors
High Expense Ratio
The ETF charges relatively high annual fees, which can eat into long-term returns compared with lower-cost alternatives.
Concentrated Sector Exposure
With most of its assets in the industrial sector, the fund is vulnerable if industrial or HVAC-related companies face a downturn.
Limited Geographic Diversification
Almost all of the ETF’s holdings are in U.S. companies, offering little protection if the U.S. market or economy weakens.

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

HVAC Summary

The AdvisorShares HVAC and Industrials ETF (HVAC) is an actively managed fund that focuses on U.S. companies in the heating, ventilation, and air conditioning (HVAC) space, along with a wide range of industrial businesses. It does not track a specific index, but instead selects stocks it believes can benefit from demand for energy-efficient buildings and industrial growth. Well-known holdings include Jabil and Amphenol. Investors might consider this ETF for targeted growth in industrial and HVAC-related companies while still being somewhat diversified across sectors. A key risk is that it is heavily tied to the industrial economy, so its price can rise or fall with that sector’s health.
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 leans heavily into U.S. industrials with an HVAC twist, and a few names are clearly steering the ship. Sterling Infrastructure and Comfort Systems are doing much of the heavy lifting, with both stocks rising on strong earnings and steady demand for construction and building services. Vertiv and Modine add more industrial muscle, also trending higher as investors bet on data centers and energy-efficient cooling. On the flip side, GE Vernova and BWX Technologies have been more mixed lately, occasionally losing steam and modestly dampening overall momentum.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Sterling Infrastructure9.09%$1.19M$23.64B276.98%
71
Outperform
Comfort Systems6.92%$908.45K$60.53B246.18%
80
Outperform
Jabil5.91%$775.49K$37.17B96.76%
73
Outperform
Amphenol5.04%$661.27K$183.58B57.74%
78
Outperform
Curtiss-Wright4.88%$639.67K$26.56B52.43%
74
Outperform
Quanta Services4.66%$611.68K$97.68B81.49%
78
Outperform
Modine4.58%$600.87K$13.64B174.21%
68
Neutral
Bloom Energy4.49%$589.06K$66.63B1018.56%
62
Neutral
Aaon4.45%$583.99K$9.92B73.49%
62
Neutral
Vertiv Holdings4.44%$582.80K$107.93B160.16%
77
Outperform

HVAC Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
39.51
Positive
100DMA
37.41
Positive
200DMA
34.46
Positive
Market Momentum
MACD
-0.02
Positive
RSI
50.86
Neutral
STOCH
31.68
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HVAC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 39.91, equal to the 50-day MA of 39.51, and equal to the 200-day MA of 34.46, indicating a bullish trend. The MACD of -0.02 indicates Positive momentum. The RSI at 50.86 is Neutral, neither overbought nor oversold. The STOCH value of 31.68 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HVAC.

HVAC Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$13.02M1.00%
68
Neutral
$56.85M0.35%
70
Neutral
$53.64M1.24%
65
Neutral
$52.29M0.68%
69
Neutral
$36.88M0.75%
75
Outperform
$33.85M0.10%
67
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HVAC
AdvisorShares HVAC and Industrials ETF
40.04
13.22
49.29%
PSR
Invesco Active U.S. Real Estate Fund
GABF
Gabelli Financial Services Opportunities ETF
REIT
ALPS Active REIT ETF
SEMI
Columbia Seligman Semiconductor and Technology ETF
GCAD
Gabelli Commercial Aerospace & Defense 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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