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
21.9
percentile

Universe: Groups

Group: Sector Equity

Ranking: 676 out of 864 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
    5.08% of assets
    $35,408 invested
  • 2. Trane Technologies PLC Class A
    4.63% of assets
    $32,270 invested
  • 3. The AZEK Co Inc Class A
    2.13% of assets
    $14,853 invested
  • 4. GE Vernova Inc
    6.1% of assets
    $42,568 invested
  • 5. Watsco Inc Ordinary Shares
    4.13% of assets
    $28,832 invested
  • 6. Carrier Global Corp Ordinary Shares
    2.2% of assets
    $15,308 invested
  • 7. Eaton Corp PLC
    1.61% of assets
    $11,207 invested
  • 8. Amphenol Corp Class A
    6.64% of assets
    $46,314 invested
  • 9. The AES Corp
    5.64% of assets
    $39,351 invested
  • 10. Generac Holdings Inc
    3.33% of assets
    $23,205 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
    4.1% of assets
    $28,601 invested
  • 2. The Middleby Corp
    3.35% of assets
    $23,381 invested
  • 3. Comfort Systems USA Inc
    5.14% of assets
    $35,867 invested
  • 4. SPX Technologies Inc
    1.85% of assets
    $12,928 invested
  • 5. Digital Realty Trust Inc
    4.92% of assets
    $34,304 invested
  • 6. Modine Manufacturing Co
    1.5% of assets
    $10,442 invested
  • 7. AMETEK Inc
    1.79% of assets
    $12,512 invested
  • 8. Daikin Industries Ltd ADR
    3.21% of assets
    $22,381 invested
  • 9. Dover Corp
    2.55% of assets
    $17,775 invested
  • 10. Parker Hannifin Corp
    1.91% of assets
    $13,294 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: 5/31/25
  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: 5/31/25
  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: 5/31/25
  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
14%
12%
13%
9.39%
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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