CRED vs. CRUZ ETF Comparison

Comparison of Columbia Research Enhanced Real Estate ETF (CRED) to Defiance Hotel, Airline, and Cruise ETF (CRUZ)
CRED

Columbia Research Enhanced Real Estate ETF

CRED Description

Columbia Research Enhanced Real Estate ETF (the Fund) seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Lionstone Research Enhanced REIT Index (the Index). The Beta Advantage® Lionstone Research Enhanced REIT Index (the “Index”) aims to achieve stronger total return than the FTSE NAREIT All Equity REITs Index through a rules-based strategic beta approach. The Index methodology leverages proprietary research and insights from Lionstone Investments and Columbia Threadneedle Investments to score and weight each constituent within the FTSE NAREIT All Equity REITs Index on such factors as liquidity, income, geographic exposure, quality, value, catalyst and research rating.

Grade (RS Rating)

Last Trade

$23.63

Average Daily Volume

686

Number of Holdings *

70

* may have additional holdings in another (foreign) market
CRUZ

Defiance Hotel, Airline, and Cruise ETF

CRUZ Description The investment seeks to track the total return performance, before fees and expenses, of the BlueStar Global Hotels, Airlines, and Cruises Index (the 'index'). The index is a rules-based index that consists of globally-listed stocks of companies that derive at least 50% of their revenues from the passenger airline, hotel and resort, or cruise industries (Travel Companies) as determined by MV Index Solutions. Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in Travel Companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$26.51

Average Daily Volume

8,847

Number of Holdings *

27

* may have additional holdings in another (foreign) market
Performance
Period CRED CRUZ
30 Days -1.32% 8.86%
60 Days -1.75% 16.26%
90 Days 3.00% 25.87%
12 Months 25.86% 36.27%
8 Overlapping Holdings
Symbol Grade Weight in CRED Weight in CRUZ Overlap
APLE B 0.64% 0.76% 0.64%
DRH B 0.19% 0.45% 0.19%
HST C 1.27% 2.31% 1.27%
PEB D 0.12% 0.31% 0.12%
PK B 0.4% 0.7% 0.4%
RHP B 0.85% 1.42% 0.85%
RLJ C 0.19% 0.45% 0.19%
SHO C 0.17% 0.5% 0.17%
CRED Overweight 62 Positions Relative to CRUZ
Symbol Grade Weight
AMT D 10.98%
SPG B 7.67%
EQIX A 7.18%
CCI D 6.96%
DLR B 6.22%
O D 5.9%
IRM D 3.91%
AVB B 3.32%
MAA B 3.18%
DOC D 2.75%
SBAC D 2.68%
INVH D 2.5%
WY D 2.39%
LAMR D 1.93%
GLPI C 1.81%
AMH D 1.7%
BXP D 1.51%
BRX A 1.45%
OHI C 1.36%
SUI D 1.31%
CUBE D 1.2%
KRG B 1.01%
STAG F 0.96%
FR C 0.92%
KRC C 0.87%
NNN D 0.85%
CUZ B 0.83%
HIW D 0.78%
EPR D 0.77%
SBRA C 0.76%
CTRE D 0.73%
VNO B 0.64%
NSA D 0.63%
PECO A 0.61%
EPRT B 0.54%
RYN D 0.51%
OUT A 0.51%
LXP D 0.49%
MPW F 0.47%
BNL D 0.43%
MAC B 0.43%
CDP C 0.39%
SKT B 0.39%
PCH D 0.36%
DEI B 0.33%
GNL F 0.31%
UE C 0.28%
PDM D 0.27%
UNIT B 0.22%
XHR B 0.2%
JBGS D 0.18%
AHH D 0.17%
BDN C 0.16%
UMH C 0.14%
ESRT C 0.13%
WSR A 0.12%
GMRE F 0.11%
INN D 0.09%
PGRE F 0.08%
HPP F 0.07%
ILPT D 0.02%
OPI F 0.01%
CRED Underweight 19 Positions Relative to CRUZ
Symbol Grade Weight
RCL A -8.85%
DAL C -8.6%
MAR B -7.97%
HLT A -7.64%
CCL B -6.21%
UAL A -5.77%
IHG A -3.93%
LUV C -2.81%
NCLH B -2.71%
AAL B -2.14%
HTHT D -1.79%
ALK C -1.59%
WH B -1.48%
H B -0.95%
SKYW B -0.94%
CHH A -0.86%
ATAT C -0.64%
CPA D -0.64%
JBLU F -0.49%
Compare ETFs