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BEDZ - ETF AI Analysis
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AdvisorShares Hotel ETF (BEDZ)
Rating:65Neutral
Price Target:―
Positive Factors
Targeted Exposure to Travel and Lodging
The fund focuses on hotels, online travel platforms, and related real estate, giving investors direct exposure to the travel and lodging theme.
Mix of Strong and Steady Top Holdings
Several major positions, such as Marriott, Host Hotels & Resorts, and Service Properties, have shown positive year-to-date performance, helping offset weaker names in the portfolio.
Blend of Consumer and Real Estate Sectors
Holdings spread across consumer cyclical and real estate companies provide exposure to both travel demand and property-based income streams within the same ETF.
Negative Factors
High Expense Ratio
The fund charges a relatively high fee, which can eat into returns over time compared with lower-cost ETFs.
Recent Weak Performance
The ETF has delivered negative returns over the past month, three months, and year-to-date, signaling recent headwinds for its strategy.
Concentrated and U.S.-Heavy Portfolio
The ETF is heavily invested in U.S. companies and in a single industry group, increasing risk if the domestic hotel and travel market struggles.
BEDZ vs. SPDR S&P 500 ETF (SPY)
AUM1.76M
RegionNorth America
Expense Ratio0.99%
Beta0.97
IssuerAdvisorShares
Inception DateApr 20, 2021
Dividend Yield2.47%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,116
30 Day Avg. Volume2,779
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
36.85Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering20
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BEDZ Summary
BEDZ is an ETF that focuses on the hotel and travel industry, mainly in the U.S. It doesn’t track a traditional index, but instead holds a mix of hotel, resort, and travel-related companies. Well-known names in the fund include Marriott International and Expedia, along with other hotel owners and booking platforms. Someone might invest in BEDZ if they believe travel and leisure will keep growing and want a simple way to spread their money across many companies in this space. A key risk is that it can rise or fall sharply with travel demand and the overall economy.
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
BEDZ is essentially a pure play on travel and leisure, with a heavy tilt toward U.S.-listed hotel, resort, and cruise names. Marriott and Host Hotels are doing much of the heavy lifting, with steady-to-rising performance that reflects resilient travel demand. On the seas, Carnival, Royal Caribbean, and newcomer Viking are helping power the fund, acting like strong tailwinds as cruising rebounds. Offsetting that strength, online travel players like Expedia, Trip.com, and TripAdvisor are lagging, creating a tug-of-war between physical properties and digital booking platforms.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Expedia | 6.87% | $123.47K | $28.23B | 41.74% | 80 Outperform | |
| Marriott International | 5.92% | $106.40K | $86.49B | 33.87% | 62 Neutral | |
| Host Hotels & Resorts | 5.80% | $104.18K | $13.20B | 27.00% | 77 Outperform | |
| Monarch Casino & Resort | 5.17% | $92.88K | $1.77B | 16.84% | 78 Outperform | |
| Gaming and Leisure | 5.12% | $91.92K | $13.55B | -3.82% | 72 Outperform | |
| Chatham Lodging | 4.97% | $89.26K | $370.00M | 0.51% | 59 Neutral | |
| Apple Hospitality REIT | 4.85% | $87.18K | $2.85B | -11.22% | 64 Neutral | |
| Viking Holdings | 4.80% | $86.21K | $32.19B | 79.14% | 66 Neutral | |
| Hilton Worldwide Holdings | 4.79% | $86.09K | $68.07B | 29.97% | 67 Neutral | |
| Airbnb | 4.49% | $80.70K | $81.20B | 5.40% | 71 Outperform |
BEDZ Technical Analysis
Negative
―
Price Trends
33.08
Negative
32.60
Negative
32.34
Negative
Market Momentum
-0.31
Positive
36.59
Neutral
27.58
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BEDZ, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 32.61, equal to the 50-day MA of 33.08, and equal to the 200-day MA of 32.34, indicating a bearish trend. The MACD of -0.31 indicates Positive momentum. The RSI at 36.59 is Neutral, neither overbought nor oversold. The STOCH value of 27.58 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BEDZ.
BEDZ Peer Comparison
Comparison Results
Performance Comparison
BEDZ
AdvisorShares Hotel ETF
31.24
2.81
9.88%
LFGY
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LFSC
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CEPI
REX Crypto Equity Premium Income ETF
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IEDI
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EATZ
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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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