BEDZ vs. PFI ETF Comparison
Comparison of AdvisorShares Hotel ETF (BEDZ) to PowerShares Dynamic Financial (PFI)
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
$28.89
Average Daily Volume
435
26
PFI
PowerShares Dynamic Financial
PFI Description
The PowerShares Dynamic Financial Sector Portfolio (Fund) is based on the Dynamic Financial Sector IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index thoroughly evaluates companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 60 US financial services companies. These are companies that are principally engaged in the business of providing services and products, including banking, investment services, insurance and real estate finance services. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$47.45
Average Daily Volume
6,164
43
Performance
| Period | BEDZ | PFI |
|---|---|---|
| 30 Days | -3.23% | -2.17% |
| 60 Days | -1.35% | 1.85% |
| 90 Days | 3.07% | 6.00% |
| 12 Months | 23.33% | 22.55% |
1 Overlapping Holdings
| Symbol | Grade | Weight in BEDZ | Weight in PFI | Overlap | |
|---|---|---|---|---|---|
| RHP | D | 4.57% | 1.82% | 1.82% |
BEDZ Overweight 25 Positions Relative to PFI
| Symbol | Grade | Weight | |
|---|---|---|---|
| TCOM | A | 5.82% | |
| RCL | A | 5.22% | |
| MAR | C | 4.73% | |
| BKNG | C | 4.73% | |
| TH | B | 4.63% | |
| PK | C | 4.57% | |
| EXPE | B | 4.56% | |
| BYD | D | 4.5% | |
| TRIP | C | 4.5% | |
| HST | D | 4.46% | |
| XHR | D | 4.22% | |
| MGM | D | 4.18% | |
| VICI | D | 3.85% | |
| HLT | C | 3.82% | |
| RLJ | D | 3.75% | |
| APLE | D | 3.35% | |
| WH | C | 3.35% | |
| HGV | C | 3.24% | |
| HTHT | A | 3.09% | |
| GLPI | F | 3.05% | |
| H | C | 2.41% | |
| IHG | C | 2.25% | |
| ABNB | B | 1.84% | |
| GHG | F | 1.55% | |
| MCRI | D | 1.47% |
BEDZ Underweight 42 Positions Relative to PFI
| Symbol | Grade | Weight | |
|---|---|---|---|
| MA | C | -5.8% | |
| KNSL | D | -5.09% | |
| ARES | B | -4.67% | |
| JPM | B | -4.07% | |
| APO | B | -4.0% | |
| V | C | -3.53% | |
| KKR | C | -3.15% | |
| COIN | D | -3.05% | |
| AJG | C | -2.95% | |
| COOP | A | -2.91% | |
| FCNCA | A | -2.62% | |
| MMC | B | -2.52% | |
| AXP | A | -2.5% | |
| BRO | C | -2.5% | |
| PGR | A | -2.12% | |
| SPG | C | -1.91% | |
| HOOD | B | -1.91% | |
| AIG | B | -1.89% | |
| CB | C | -1.75% | |
| PRI | C | -1.73% | |
| HLI | B | -1.67% | |
| JXN | A | -1.61% | |
| PIPR | B | -1.57% | |
| EVR | C | -1.51% | |
| DFIN | B | -1.46% | |
| AGO | D | -1.45% | |
| SFBS | C | -1.42% | |
| OMF | A | -1.4% | |
| BGC | B | -1.36% | |
| ERIE | D | -1.34% | |
| SLG | A | -1.32% | |
| AGM | B | -1.32% | |
| VCTR | A | -1.32% | |
| MTG | C | -1.31% | |
| ORI | A | -1.31% | |
| RGA | A | -1.29% | |
| HCI | A | -1.23% | |
| SKT | B | -1.23% | |
| RYAN | D | -1.16% | |
| OFG | B | -1.16% | |
| ENVA | B | -1.15% | |
| TREE | C | -1.1% |
BEDZ: Top Represented Industries & Keywords
PFI: Top Represented Industries & Keywords
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