BEDZ vs. CGRO ETF Comparison
Comparison of AdvisorShares Hotel ETF (BEDZ) to CoreValues Alpha Greater China Growth ETF (CGRO)
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
$33.40
Average Daily Volume
295
23
CGRO
CoreValues Alpha Greater China Growth ETF
CGRO Description
CGRO aims to benefit from high-growth sectors in Greater China without compromising American values and interests. The fund includes companies of all sizes located or primarily traded in mainland China, Taiwan, and Chinas special administrative regions, such as Hong Kong. The portfolio construction starts with top-down macro research, which utilizes publicly available data to identify sectors with the highest growth potential. The fund also conducts on-the-ground due diligence wherein it gains insights from 15 investment professionals located in China. Lastly, a fundamental bottom-up approach is used to analyze company-specific data such as financial reports and management expertise. The weight of each sector and company is determined by the sub-advisers assessment of its growth potential, which may change over time. The fund may invest in China A-shares, depositary receipts, and issuers listed on exchanges outside China.Grade (RS Rating)
Last Trade
$22.44
Average Daily Volume
747
10
Performance
Period | BEDZ | CGRO |
---|---|---|
30 Days | 10.81% | -6.43% |
60 Days | 12.73% | 11.80% |
90 Days | 18.99% | 14.69% |
12 Months | 28.68% | 10.13% |
1 Overlapping Holdings
Symbol | Grade | Weight in BEDZ | Weight in CGRO | Overlap | |
---|---|---|---|---|---|
TCOM | B | 4.91% | 7.77% | 4.91% |
BEDZ Overweight 22 Positions Relative to CGRO
BEDZ: Top Represented Industries & Keywords
CGRO: Top Represented Industries & Keywords