BEEZ vs. ACSI ETF Comparison
Comparison of Honeytree U.S. Equity ETF (BEEZ) to American Customer Satisfaction Core Alpha ETF (ACSI)
BEEZ
Honeytree U.S. Equity ETF
BEEZ Description
The fund is an actively managed exchange-traded fund ("ETF") sub-advised by Honeytree Investment Management Ltd. (the "Sub-Adviser"). The fund does not seek to replicate the performance of a specified index. The fund seeks to achieve its investment objective by investing at least 80% of the fund"s net assets, plus borrowings for investment purposes in a concentrated portfolio of large-cap and mid-cap U.S. listed equity stocks.
Grade (RS Rating)
Last Trade
$28.99
Average Daily Volume
1,130
10
ACSI
American Customer Satisfaction Core Alpha ETF
ACSI Description
American Customer Satisfaction Core Alpha ETF (the %u201CFund%u201D) seeks to track the performance, before fees and expenses, of the American Customer Satisfaction Investable Index (the %u201CIndex%u201D).Grade (RS Rating)
Last Trade
$51.44
Average Daily Volume
244
33
Performance
Period | BEEZ | ACSI |
---|---|---|
30 Days | -5.16% | -0.61% |
60 Days | -3.19% | 2.96% |
90 Days | 1.39% | 3.00% |
12 Months | 17.50% |
1 Overlapping Holdings
Symbol | Grade | Weight in BEEZ | Weight in ACSI | Overlap | |
---|---|---|---|---|---|
TSCO | A | 4.28% | 2.42% | 2.42% |
BEEZ Underweight 32 Positions Relative to ACSI
Symbol | Grade | Weight | |
---|---|---|---|
AAPL | F | -7.91% | |
COST | B | -5.79% | |
GOOG | A | -5.53% | |
AMZN | A | -5.16% | |
MSFT | D | -5.08% | |
JPM | B | -4.31% | |
KDP | A | -3.98% | |
UNH | C | -3.49% | |
HUM | F | -3.37% | |
AIG | B | -3.25% | |
ALK | A | -3.1% | |
FDX | B | -2.85% | |
MSI | A | -2.64% | |
TMUS | B | -2.56% | |
LEVI | A | -2.5% | |
TXRH | A | -2.46% | |
YUM | A | -2.46% | |
PINS | C | -2.42% | |
SKX | B | -2.41% | |
T | C | -2.37% | |
ORLY | D | -2.36% | |
SCHW | A | -2.32% | |
VZ | D | -2.32% | |
MS | A | -2.24% | |
AEO | B | -2.22% | |
HLT | C | -2.22% | |
NFLX | D | -2.21% | |
TSLA | D | -2.08% | |
CLX | C | -1.92% | |
DUK | A | -1.31% | |
ATO | A | -1.3% | |
BRK.A | D | -1.25% |
BEEZ: Top Represented Industries & Keywords
ACSI: Top Represented Industries & Keywords