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HVAC - AI Analysis
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AdvisorShares HVAC and Industrials ETF (HVAC)
Rating:72Outperform
Price Target:
$35.00
Positive Factors
Strong Top Holdings
Several key holdings, such as Comfort Systems and Willdan Group, have delivered strong year-to-date performance, driving the fund’s returns.
Sector Focus on Industrials
The ETF’s heavy allocation to the industrials sector benefits from steady demand and growth in infrastructure and manufacturing.
Consistent Performance
The ETF has shown steady gains over the year, with positive returns across multiple timeframes.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee compared to many other funds, which can eat into investor returns over time.
Geographic Concentration
With over 93% exposure to U.S. companies, the fund lacks diversification across global markets.
Overweight in Industrials
The ETF’s significant focus on the industrials sector increases vulnerability to sector-specific risks.
HVAC vs. SPDR S&P 500 ETF (SPY)
AUM3.64M
RegionNorth America
Expense Ratio0.89%
Beta1.04
IssuerAdvisorShares
Inception DateFeb 04, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,074
30 Day Avg. Volume3,872
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
36.01Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering28
HVAC Summary
The AdvisorShares HVAC and Industrials ETF (HVAC) is an actively managed fund that invests in U.S. companies within the heating, ventilation, and air conditioning (HVAC) industry, as well as the broader industrial sector. It includes well-known companies like Amphenol and Comfort Systems, which are leaders in manufacturing and energy-efficient solutions. This ETF is a good choice for investors looking to benefit from growth in the HVAC market and diversify within the industrial sector. However, new investors should know that its performance can be affected by economic cycles, as industrial companies often depend on broader market conditions.
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
The AdvisorShares HVAC and Industrials ETF leans heavily into the industrial sector, with standout performers like Comfort Systems and Vertiv Holdings driving the fund’s momentum thanks to robust revenue growth and strategic initiatives. Willdan Group also shines, though its mixed technical indicators suggest some caution. On the flip side, Eaton and Veralto Corporation have been lagging recently, holding back broader gains with weaker short-term performance. With nearly 80% exposure to U.S. industrials, the fund is a focused play on the sector’s growth potential, particularly in HVAC and energy-efficient solutions, but it may face headwinds from valuation concerns in some holdings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Comfort Systems | 9.22% | $334.27K | $33.98B | 146.34% | 80 Outperform | |
| Amphenol | 8.76% | $317.59K | $170.28B | 107.56% | 77 Outperform | |
| Vertiv Holdings | 7.04% | $255.18K | $74.08B | 77.29% | 78 Outperform | |
| Graham | 5.67% | $205.38K | $682.70M | 121.98% | 76 Outperform | |
| Bloom Energy | 4.94% | $178.99K | $30.24B | 1231.77% | 67 Neutral | |
| Parker Hannifin | 4.38% | $158.74K | $97.99B | 22.12% | 75 Outperform | |
| Eaton | 4.28% | $155.15K | $149.14B | 15.53% | 79 Outperform | |
| Trane Technologies | 4.27% | $154.89K | $99.32B | 20.59% | 76 Outperform | |
| Willdan Group | 4.18% | $151.41K | $1.35B | 94.55% | 76 Outperform | |
| AES | 4.09% | $148.29K | $9.98B | -14.98% | 65 Neutral |
HVAC Technical Analysis
Positive
―
Price Trends
30.90
Positive
29.89
Positive
Market Momentum
0.56
Negative
62.40
Neutral
82.24
Negative
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 31.67, equal to the 50-day MA of 30.90, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.56 indicates Negative momentum. The RSI at 62.40 is Neutral, neither overbought nor oversold. The STOCH value of 82.24 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HVAC.
HVAC Peer Comparison
Comparison Results
Performance Comparison
HVAC
AdvisorShares HVAC and Industrials ETF
32.79
7.38
29.04%
PSR
Invesco Active U.S. Real Estate Fund
―
―
―
REIT
ALPS Active REIT ETF
―
―
―
GABF
Gabelli Financial Services Opportunities 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.
Disclaimer
This 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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