SNSR vs. CRUZ ETF Comparison

Comparison of Global X Internet of Things Thematic ETF (SNSR) to Defiance Hotel, Airline, and Cruise ETF (CRUZ)

SNSR

Global X Internet of Things Thematic ETF

SNSR Description

The Global X Internet of Things Thematic ETF (SNSR) seeks to invest in companies that stand to potentially benefit from the broader adoption of the Internet of Things (IoT). This includes the development and manufacturing of semiconductors and sensors, integrated products and solutions, and applications serving smart grids, smart homes, connected cars, and the industrial internet.

Grade (RS Rating)

Last Trade

$34.08

Average Daily Volume

24,171

Number of Holdings ^*

37

* may have additional holdings in another (foreign) market

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

$22.75

Average Daily Volume

8,521

Number of Holdings ^*

27

* may have additional holdings in another (foreign) market

Performance

Period	SNSR	CRUZ
30 Days	-2.89%	7.08%
60 Days	5.06%	16.32%
90 Days	-6.09%	5.91%
12 Months	14.64%	27.43%

0 Overlapping Holdings

	Symbol	Grade	Weight in SNSR	Weight in CRUZ	Overlap

SNSR Overweight 37 Positions Relative to CRUZ

	Symbol	Grade	Weight
	GRMN	D	7.84%
	SWKS	F	5.73%
	IOT	C	3.99%
	DXCM	F	3.71%
	LSCC	D	3.07%
	BMI	A	2.75%
	ADTN	B	2.7%
	JCI	B	2.59%
	ABBV	A	2.5%
	IBM	B	2.43%
	PI	B	2.42%
	ADI	C	2.4%
	ST	F	2.3%
	CSCO	A	2.2%
	QCOM	D	2.15%
	ITRI	C	2.09%
	HON	C	2.09%
	EMR	B	2.01%
	BDC	B	2.0%
	NXPI	F	1.89%
	RMBS	F	1.78%
	SLAB	D	1.52%
	IDCC	A	1.51%
	ROK	D	1.47%
	SYNA	D	1.23%
	ALRM	F	1.2%
	GFS	F	1.06%
	PTC	D	1.05%
	AMBA	B	0.93%
	SMTC	C	0.67%
	ARLO	F	0.48%
	QRVO	F	0.48%
	DGII	B	0.41%
	NTGR	C	0.4%
	IRDM	B	0.31%
	REZI	D	0.26%
	GSAT	F	0.23%

SNSR Underweight 27 Positions Relative to CRUZ

	Symbol	Grade	Weight
	MAR	B	-7.91%
	HLT	A	-7.87%
	RCL	C	-7.53%
	DAL	C	-7.46%
	CCL	C	-5.06%
	IHG	C	-4.01%
	UAL	B	-3.74%
	LUV	B	-2.85%
	HST	D	-2.74%
	NCLH	C	-2.38%
	AAL	D	-1.85%
	HTHT	A	-1.77%
	RHP	C	-1.59%
	ALK	B	-1.44%
	WH	C	-1.4%
	H	C	-1.06%
	CHH	B	-0.86%
	APLE	D	-0.83%
	PK	D	-0.81%
	SKYW	B	-0.8%
	ATAT	A	-0.63%
	CPA	D	-0.62%
	SHO	D	-0.6%
	JBLU	B	-0.55%
	RLJ	D	-0.51%
	DRH	C	-0.51%
	PEB	D	-0.38%

SNSR: Top Represented Industries & Keywords

Industries: Semiconductors Communication Equipment Scientific & Technical Instruments Diversified Industrials Software - Application Telecom Services Electronic Components Software - Infrastructure Diagnostics & Research Drug Manufacturers - Major Engineering & Construction Information Technology Services Security & Protection Services Semiconductor Equipment & Materials Semiconductor Memory

Keywords: S&P 500 Fabless Semiconductor Companies Computing Integrated Circuits Nasdaq 100 Telecommunications Networking Products Semiconductor Electronics Wireless Networking Mobile Devices Power Management Aerospace Broadband Camera Electronic Engineering Energy Management Ethernet Modem Product Design

CRUZ: Top Represented Industries & Keywords

Industries: Airlines Lodging REIT - Hotel & Motel Leisure

Keywords: Hospitality Industry S&P 500 Aviation Hotel Real Estate Investment Trust Airline Opentravel Alliance Travel Air Transportation Hotel Chains Tourism Air Transportation Services Cruise Lines Franchising Marriott International Real Estate Market Airport Cargo Services Cruise Ship Gaylord Hotels