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BEDZ - ETF AI Analysis
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AdvisorShares Hotel ETF (BEDZ)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Performing Holdings
Several top holdings, like Monarch Casino & Resort and Carnival, have delivered strong year-to-date gains, supporting the fund’s overall performance.
Sector Focus on Consumer Cyclical
The ETF’s heavy exposure to the consumer cyclical sector positions it to benefit from increased travel and leisure spending.
Diversified Holdings
The fund includes a mix of companies across travel, gaming, and hospitality, reducing reliance on any single industry within its focus.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio, which can eat into investor returns over time.
Weak Recent Performance
The fund has struggled in the short term, with negative returns over the past one and three months.
Overconcentration in U.S. Market
Nearly all of the ETF’s geographic exposure is in the U.S., limiting diversification and increasing sensitivity to domestic economic conditions.
BEDZ vs. SPDR S&P 500 ETF (SPY)
AUM1.89M
RegionNorth America
Expense Ratio0.99%
Beta0.95
IssuerAdvisorShares
Inception DateApr 20, 2021
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,231
30 Day Avg. Volume483
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
38.13Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering25
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BEDZ Summary
The AdvisorShares Hotel ETF (Ticker: BEDZ) focuses on companies in the hospitality industry, including hotels, resorts, and cruise lines. It offers exposure to well-known names like Norwegian Cruise Line and Carnival, making it a way to invest in the growing demand for travel and leisure experiences. This ETF could be appealing for investors looking for growth opportunities in the consumer discretionary sector as global travel continues to recover. However, new investors should be aware that the ETF’s performance is closely tied to the travel industry, which can be sensitive to economic downturns or unexpected events like pandemics.
How much will it cost me?The AdvisorShares Hotel ETF (BEDZ) has an expense ratio of 0.99%, meaning you’ll pay $9.90 per year for every $1,000 invested. This is higher than average because it is actively managed, which typically involves more research and trading compared to passively managed ETFs that track an index.
What would affect this ETF?The AdvisorShares Hotel ETF (BEDZ) could benefit from a continued rebound in global travel and leisure demand, driven by increased consumer spending and easing travel restrictions. However, it may face challenges from rising interest rates, which could impact consumer discretionary spending, and economic slowdowns that might reduce travel activity. Its focus on U.S.-based hospitality companies and exposure to cruise lines, hotels, and resorts makes it sensitive to both positive trends in tourism and potential disruptions like regulatory changes or geopolitical events.
BEDZ Top 10 Holdings
The AdvisorShares Hotel ETF (BEDZ) is riding the wave of a travel rebound, with Expedia and Travel + Leisure leading the charge thanks to strong earnings and strategic growth initiatives. Monarch Casino & Resort adds stability with solid financials, though declining cash flow growth tempers its shine. On the flip side, Carnival and Hilton are dragging the fund, as bearish technical trends and high leverage weigh on their outlooks. With a clear focus on U.S.-based hospitality names, the fund is heavily concentrated in consumer discretionary stocks, making it a bet on the resilience of leisure and travel demand.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Expedia | 5.84% | $111.38K | $34.65B | 54.58% | 80 Outperform | |
| Host Hotels & Resorts | 5.05% | $96.32K | $12.77B | 4.71% | 77 Outperform | |
| Marriott International | 4.99% | $95.11K | $83.21B | 8.05% | 62 Neutral | |
| Trip.com Group Sponsored ADR | 4.79% | $91.27K | $47.70B | -1.82% | 71 Outperform | |
| Hilton Worldwide Holdings | 4.74% | $90.33K | $68.10B | 15.34% | 67 Neutral | |
| Viking Holdings Ltd | 4.54% | $86.46K | $30.88B | 51.31% | 66 Neutral | |
| Gaming and Leisure | 4.40% | $83.86K | $12.87B | -2.22% | 72 Outperform | |
| H World Group | 4.35% | $82.95K | $14.40B | 45.55% | 74 Outperform | |
| Carnival | 4.28% | $81.62K | $36.56B | 5.75% | 77 Outperform | |
| Norwegian Cruise Line | 4.21% | $80.27K | $9.81B | -14.88% | 64 Neutral |
BEDZ Technical Analysis
Positive
―
Price Trends
32.62
Positive
33.17
Positive
31.60
Positive
Market Momentum
0.56
Negative
70.50
Negative
91.47
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BEDZ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 33.19, equal to the 50-day MA of 32.62, and equal to the 200-day MA of 31.60, indicating a bullish trend. The MACD of 0.56 indicates Negative momentum. The RSI at 70.50 is Negative, neither overbought nor oversold. The STOCH value of 91.47 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BEDZ.
BEDZ Peer Comparison
Comparison Results
Performance Comparison
BEDZ
AdvisorShares Hotel ETF
34.75
1.23
3.67%
CEPI
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IEDI
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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