MCHS vs. CRUZ ETF Comparison
Comparison of Matthews China Discovery Active ETF (MCHS) to Defiance Hotel, Airline, and Cruise ETF (CRUZ)
MCHS
Matthews China Discovery Active ETF
MCHS Description
Under normal circumstances, the Matthews China Discovery Active ETF seeks to achieve its investment objective by investing at least 65% of its net assets, which include borrowings for investment purposes, in the common and preferred stocks of small companies. In addition, at least 80% of the fund"s net assets, which includes borrowings for investment purposes, will be invested in the common and preferred stocks of companies located in China. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$26.80
Average Daily Volume
2,525
5
CRUZ
Defiance Hotel, Airline, and Cruise ETF
CRUZ Description
The investment seeks to track the total return performance, before fees and expenses, of the BlueStar Global Hotels, Airlines, and Cruises Index (the 'index'). The index is a rules-based index that consists of globally-listed stocks of companies that derive at least 50% of their revenues from the passenger airline, hotel and resort, or cruise industries (Travel Companies) as determined by MV Index Solutions. Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in Travel Companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$26.37
Average Daily Volume
8,996
27
Performance
| Period | MCHS | CRUZ |
|---|---|---|
| 30 Days | -3.35% | 6.55% |
| 60 Days | 11.75% | 15.81% |
| 90 Days | 13.07% | 28.15% |
| 12 Months | 35.19% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MCHS | Weight in CRUZ | Overlap | |
|---|---|---|---|---|---|
| ATAT | C | 2.6% | 0.67% | 0.67% |
MCHS Underweight 26 Positions Relative to CRUZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| RCL | A | -8.89% | |
| DAL | A | -8.64% | |
| MAR | B | -8.12% | |
| HLT | A | -7.64% | |
| CCL | A | -6.08% | |
| UAL | A | -5.43% | |
| IHG | A | -3.88% | |
| NCLH | B | -2.89% | |
| LUV | B | -2.83% | |
| HST | D | -2.38% | |
| AAL | B | -2.06% | |
| HTHT | C | -1.79% | |
| ALK | A | -1.54% | |
| WH | B | -1.54% | |
| RHP | B | -1.44% | |
| H | B | -0.96% | |
| SKYW | B | -0.96% | |
| CHH | A | -0.84% | |
| APLE | B | -0.78% | |
| PK | D | -0.74% | |
| CPA | A | -0.6% | |
| SHO | D | -0.53% | |
| JBLU | F | -0.51% | |
| DRH | B | -0.46% | |
| RLJ | C | -0.46% | |
| PEB | F | -0.32% |
MCHS: Top Represented Industries & Keywords
CRUZ: Top Represented Industries & Keywords
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