Advisorshares HVAC and Industrials ETF

Shareclass
AdvisorShares HVAC and Industrials ETF (HVAC)
Type
Exchange-traded fund
Gender equality score
Gender equality score

47
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

D
22.6
percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 672 out of 867 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
23/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
5/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
18/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Holcim Ltd ADR
    5.87% of assets
    $35,728 invested
  • 2. Trane Technologies PLC Class A
    4.72% of assets
    $28,748 invested
  • 3. The AZEK Co Inc Class A
    2.44% of assets
    $14,868 invested
  • 4. GE Vernova Inc
    5.48% of assets
    $33,374 invested
  • 5. Watsco Inc Ordinary Shares
    4.91% of assets
    $29,890 invested
  • 6. Carrier Global Corp Ordinary Shares
    2.21% of assets
    $13,446 invested
  • 7. Eaton Corp PLC
    1.69% of assets
    $10,303 invested
  • 8. Amphenol Corp Class A
    6.51% of assets
    $39,629 invested
  • 9. The AES Corp
    6.41% of assets
    $39,000 invested
  • 10. Illinois Tool Works Inc
    2.96% of assets
    $17,993 invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Vertiv Holdings Co Class A
    3.72% of assets
    $22,626 invested
  • 2. The Middleby Corp
    3.51% of assets
    $21,336 invested
  • 3. Comfort Systems USA Inc
    4.9% of assets
    $29,816 invested
  • 4. SPX Technologies Inc
    1.87% of assets
    $11,403 invested
  • 5. Digital Realty Trust Inc
    5.28% of assets
    $32,108 invested
  • 6. Modine Manufacturing Co
    1.54% of assets
    $9,389 invested
  • 7. Daikin Industries Ltd ADR
    3.69% of assets
    $22,480 invested
  • 8. Dover Corp
    2.8% of assets
    $17,065 invested
  • 9. Parker Hannifin Corp
    1.99% of assets
    $12,101 invested
  • 10. Lennox International Inc
    4.49% of assets
    $27,338 invested
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Financial performance
Performance data provided byMorningstarFind more financial data on HVAC at Morningstar.com
Gender Equality and Returns
  Less than one year of returns available
Benchmarking tool
Current fund
HVAC
Advisorshares HVAC and Industrials ETF
Family
AdvisorShares
Category
Industrials
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
  Less than one year of returns available
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
  Less than one year of returns available
Lower overall gender equality score 
8 / 100 points lower
Lower gender balance in leadership and workforce score 
3 / 40 points lower
Lower equal compensation and work life balance score 
5 / 30 points lower
Same policies promoting gender equality score 
0 / 20 points 
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
HVAC
Advisorshares HVAC and Industrials ETF
Family
AdvisorShares
Category
Industrials
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
  Less than one year of returns available
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
  Less than one year of returns available
Lower overall gender equality score 
8 / 100 points lower
Lower gender balance in leadership and workforce score 
3 / 40 points lower
Lower equal compensation and work life balance score 
5 / 30 points lower
Same policies promoting gender equality score 
0 / 20 points 
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
HVAC
Advisorshares HVAC and Industrials ETF
Family
AdvisorShares
Category
Industrials
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
  Less than one year of returns available
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
  Less than one year of returns available
Lower overall gender equality score 
8 / 100 points lower
Lower gender balance in leadership and workforce score 
3 / 40 points lower
Lower equal compensation and work life balance score 
5 / 30 points lower
Same policies promoting gender equality score 
0 / 20 points 
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
HVAC - Advisorshares HVAC and Industrials ETF
/
/
/
/
47  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
12%
10%
13%
8.76%
55  / 100 points
Fund compared to benchmark
 
  Less than one year of returns available
8  / 100 points lower
Find more financial data on HVAC at Morningstar.com
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