BEDZ vs. XLU ETF Comparison
Comparison of AdvisorShares Hotel ETF (BEDZ) to SPDR Select Sector Fund - Utilities (XLU)
BEDZ
AdvisorShares Hotel ETF
BEDZ Description
The investment seeks long-term capital appreciation. The fund is an actively ETF that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of companies that derive at least 50% of their net revenue from the hotel business. It may also invest in companies involved in other lodging and travel-related services. The fund invests primarily in U.S. exchange listed equity securities, including common and preferred stock and ?ADRs. It is non-diversified.
Grade (RS Rating)
Last Trade
$26.30
Average Daily Volume
425
25
XLU
SPDR Select Sector Fund - Utilities
XLU Description
The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in The Utilities Select Sector Index. In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies from the following industries: electric utilities; multi-utilities; independent power producers & energy traders; and gas utilities. The fund is non-diversified.Grade (RS Rating)
Last Trade
$74.22
Average Daily Volume
10,213,734
31
Performance
| Period | BEDZ | XLU |
|---|---|---|
| 30 Days | -5.05% | 8.46% |
| 60 Days | -5.16% | 4.07% |
| 90 Days | -7.65% | 9.37% |
| 12 Months | 4.07% | 18.57% |
0 Overlapping Holdings
| Symbol | Grade | Weight in BEDZ | Weight in XLU | Overlap |
|---|
BEDZ Overweight 25 Positions Relative to XLU
| Symbol | Grade | Weight | |
|---|---|---|---|
| TCOM | F | 4.99% | |
| RCL | C | 4.93% | |
| WH | B | 4.88% | |
| NCLH | D | 4.88% | |
| XHR | D | 4.82% | |
| INN | A | 4.79% | |
| TH | F | 4.59% | |
| APLE | C | 4.51% | |
| EXPE | D | 4.49% | |
| PK | D | 4.34% | |
| HGV | D | 4.32% | |
| VICI | A | 4.31% | |
| BYD | C | 4.24% | |
| IHG | D | 4.19% | |
| HST | F | 4.18% | |
| MGM | F | 4.17% | |
| RHP | D | 4.13% | |
| MAR | D | 4.04% | |
| BKNG | D | 4.0% | |
| PLYA | D | 3.21% | |
| GLPI | A | 3.0% | |
| HLT | C | 2.89% | |
| H | D | 2.48% | |
| ABNB | F | 1.61% | |
| GHG | F | 0.28% |
BEDZ Underweight 31 Positions Relative to XLU
| Symbol | Grade | Weight | |
|---|---|---|---|
| NEE | A | -14.07% | |
| SO | A | -8.29% | |
| DUK | A | -7.69% | |
| CEG | D | -5.09% | |
| AEP | A | -4.69% | |
| SRE | A | -4.59% | |
| D | A | -4.07% | |
| PCG | A | -3.55% | |
| PEG | A | -3.49% | |
| EXC | A | -3.39% | |
| ED | A | -3.08% | |
| XEL | A | -2.94% | |
| EIX | A | -2.79% | |
| AWK | A | -2.55% | |
| WEC | A | -2.44% | |
| DTE | A | -2.26% | |
| ETR | A | -2.23% | |
| VST | D | -2.14% | |
| ES | A | -2.09% | |
| PPL | A | -2.0% | |
| FE | A | -1.96% | |
| AEE | A | -1.92% | |
| ATO | A | -1.76% | |
| CNP | D | -1.73% | |
| CMS | A | -1.73% | |
| NRG | D | -1.42% | |
| LNT | A | -1.33% | |
| NI | A | -1.3% | |
| EVRG | A | -1.21% | |
| AES | F | -1.15% | |
| PNW | A | -0.89% |
BEDZ: Top Represented Industries & Keywords
XLU: Top Represented Industries & Keywords
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